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Update an approval policy

Platform module

PATCH/approval-policies/{id}approvalPolicies.update

An approval policy with ordered steps. Updates the fields sent; omitted fields are unchanged. Requires `If-Match` with the current `ETag`: a stale tag returns 412 and a missing tag returns 428.

  • Requires the capability org.approval_policies.write.
  • OAuth scopes: org.
  • Send If-Match with the ETag you read. A stale tag returns 412; a missing tag returns 428.
  • Error statuses: 400, 401, 404, 412, 422, 428, 429. Errors are RFC 9457 problem details.

Path and query parameters

approvalPolicies.update: Path and query parameters
FieldTypeRequiredDescription
idstring (uuid)YesIdentifier of the approval policy.

Request body: ApprovalPolicyUpdate

approvalPolicies.update: ApprovalPolicyUpdate
FieldTypeRequiredDescription
namestringNoPolicy name.Constraints: length 1 to 300
descriptionstring | nullNoWhat the policy is for.Constraints: length 1 to 20000
currency_codestring | nullNoISO 4217 currency of applies_above_minor; null for every amount.Constraints: pattern ^[A-Z]{3}$
applies_above_minorinteger (int64) | nullNoThe policy applies above this amount in currency_code, and to every amount in another currency; null for every document of the type. Integer minor units of the resource currency; null means unpriced, never zero.
{
  "name": "PO Over Limit",
  "description": "Every purchase order goes to finance.",
  "currency_code": "USD",
  "applies_above_minor": 1000000
}

Response 200: ApprovalPolicy

approvalPolicies.update: ApprovalPolicy
FieldTypeRequiredDescription
idstring (uuid)YesIdentifier of the approval policy.
org_idstring (uuid)YesIdentifier of the owning organization, derived from the parent row and never accepted from the caller.
created_atstring (date-time)YesWhen the row was created.
created_bystring (uuid) | nullYesIdentifier of the person who created the row; null when a seed, platform or system process created it.
updated_atstring (date-time)YesWhen the row was last updated.
updated_bystring (uuid) | nullYesIdentifier of the person who last updated the row; null when a seed, platform or system process updated it.
namestringYesPolicy name.Constraints: length 1 to 300
document_type"Purchase Order" | "Change Order" | "Expense" | "Invoice Approval" | "Payroll Run" | "Requisition"YesSpend document type the policy gates.
descriptionstring | nullYesWhat the policy is for.Constraints: length 1 to 20000
currency_codestring | nullYesISO 4217 currency of applies_above_minor; null for every amount.Constraints: pattern ^[A-Z]{3}$
applies_above_minorinteger (int64) | nullYesThe policy applies above this amount in currency_code, and to every amount in another currency; null for every document of the type. Integer minor units of the resource currency; null means unpriced, never zero.
policy_state"Draft" | "Active" | "Retired"YesPolicy state.
{
  "id": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "org_id": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "created_at": "2026-10-08T14:30:00Z",
  "created_by": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "updated_at": "2026-10-08T14:30:00Z",
  "updated_by": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "name": "PO Over Limit",
  "document_type": "Purchase Order",
  "description": "Every purchase order goes to finance.",
  "currency_code": "USD",
  "applies_above_minor": 1000000,
  "policy_state": "Active"
}

Code samples

curl -X PATCH "$XOS_BASE_URL/approval-policies/0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f" \
  -H "Authorization: Bearer $XOS_API_KEY" \
  -H 'If-Match: W/"etag-from-your-last-read"' \
  -H "Content-Type: application/json" \
  -d '{"name":"PO Over Limit","description":"Every purchase order goes to finance.","currency_code":"USD","applies_above_minor":1000000}'
const { data, etag } = await xos.approvalPolicies.update("0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f", {
    "name": "PO Over Limit",
    "description": "Every purchase order goes to finance.",
    "currency_code": "USD",
    "applies_above_minor": 1000000
  }, { ifMatch: etag });
response = xos.approval_policies.update("0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f", {"name": "PO Over Limit", "description": "Every purchase order goes to finance.", "currency_code": "USD", "applies_above_minor": 1000000}, if_match=etag)
xos approval-policies update 0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f --data '{"name":"PO Over Limit","description":"Every purchase order goes to finance.","currency_code":"USD","applies_above_minor":1000000}' --if-match auto