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Document create-time visible_to_clients on content creates#414

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jeremy merged 1 commit into
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sync-visible-to-clients-at-create
Jul 22, 2026
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Document create-time visible_to_clients on content creates#414
jeremy merged 1 commit into
masterfrom
sync-visible-to-clients-at-create

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@jeremy jeremy commented Jul 22, 2026

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The create endpoints for messages, documents, to-do lists, questions, uploads, cloud files, Google documents, and schedule entries already accept a visible_to_clients flag, letting you post a recording and set its client visibility in a single request instead of following up with a client visibility update. This documents that flag consistently across those create sections.

What the docs now say

  • Always top-level. For the sections whose request body nests fields under a wrapper object (questions, cloud_files, google_documents), the flag must be a sibling of that object, not inside it.
  • Defaults to false for team members creating directly under the tool; a client always creates client-visible records.
  • Vault-based tools (documents, uploads, cloud files, Google documents): applies only when creating directly in the tool's vault — items created inside a folder inherit the folder's visibility.

Also notes in the Client visibility section that individual cards inherit their card table's visibility, alongside the existing to-do note.

Recordings that inherit their visibility (individual to-dos and cards) can't be toggled individually — PUT .../client_visibility returns 403 for them — so their create sections intentionally don't document the flag.

The create endpoints for messages, documents, to-do lists, questions, uploads,
cloud files, Google documents, and schedule entries already accept a
visible_to_clients flag, letting you post a recording and set its client
visibility in a single request instead of following up with a client_visibility
update.

Document it consistently across those sections:

- It's always a top-level field. For the sections whose body nests fields under
  a wrapper object (questions, cloud_files, google_documents), the flag must be
  a sibling of that object, not inside it.
- It defaults to false for team members creating directly under the tool; a
  client always creates client-visible records.
- For vault-based tools (documents, uploads, cloud files, Google documents), it
  applies only when creating directly in the tool's vault — items created inside
  a folder inherit the folder's visibility.

Also note in the Client visibility section that individual cards inherit their
card table's visibility, alongside the existing to-do note.
Copilot AI review requested due to automatic review settings July 22, 2026 22:54

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Comment thread sections/client_visibility.md

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Pull request overview

This PR updates the Basecamp API documentation to consistently describe the visible_to_clients flag on several “create” endpoints, clarifying where the flag belongs in request bodies, what it defaults to, and (for vault-based tools) when it applies.

Changes:

  • Documented visible_to_clients as an optional create-time parameter across multiple resources (messages, documents, uploads, cloud files, Google documents, questions, schedule entries, to-do lists).
  • Clarified that for wrapper-bodied creates (e.g., questions / cloud files / Google documents), visible_to_clients is a top-level field (sibling of the wrapper object).
  • Updated the Client visibility section to note cards inherit their card table’s visibility (alongside the existing to-do inheritance note).

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Reviewed changes

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Show a summary per file
File Description
sections/uploads.md Adds visible_to_clients to the upload create endpoint docs and links to Client visibility.
sections/todolists.md Adds visible_to_clients to the to-do list create endpoint optional parameters and links to Client visibility.
sections/schedule_entries.md Adds visible_to_clients to schedule entry create optional parameters and links to Client visibility.
sections/questions.md Documents visible_to_clients as top-level for question creates and updates the example payload/cURL.
sections/messages.md Adds visible_to_clients to message create optional parameters and links to Client visibility.
sections/google_documents.md Clarifies visible_to_clients is top-level (sibling of google_document) and notes vault/folder behavior.
sections/documents.md Adds visible_to_clients to document create optional parameters and links to Client visibility.
sections/cloud_files.md Clarifies visible_to_clients is top-level (sibling of cloud_file) and notes vault/folder behavior.
sections/client_visibility.md Adds an inheritance note for individual cards (card table visibility).

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@jeremy
jeremy merged commit f02bbb6 into master Jul 22, 2026
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@jeremy
jeremy deleted the sync-visible-to-clients-at-create branch July 22, 2026 23:01
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