I managed to get this sorted out. With the way SOAR handles IDs, it's easiest to update workbooks as a whole than trying to focus on specific phases or tasks. To that end, when pulling your workbooks, you'll want to get [base_url]/workbook_template?page_size=0 [base_url]/workbook_phase_template?page_size=0. Since they're stored separately you'll then want to stich the workbooks and phases together using the phases' template value. This is the same as its parent workbook's ID. Including some fields in your push can cause SOAR to reject the changes (usually with a 404 error). Workbooks (the top level): name, description, is_default, is_note_required, phases. Phases (the middle level): name, order, and tasks. Tasks (bottom level): name, description, order, owner, role, sla, and suggestions. Delete I overcomplicated this for myself. A simple REST delete request to [base_url]/rest/workbook_template/[ID] will delete the workbook. Create Post your json with the required fields to [base_url]/rest/workbook_template. It's important to note there is no ID. Update Post your full json with the required fields for the workbook you're changing to [base_url]/rest/workbook_template/[ID]. SOAR is intelligent enough to recognize what the changes are and just update those pieces.
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