Action Reference for iDocuments Connector

Actions are used by a workflow to to download, upload, inspect or manipulate data from a system.

Refer to the table below for action details.

Action Name	Description	Version
Add a Transaction Log	Add a transaction log to iDocuments which confirms that a document (PO, PI, etc.) was add or updated successfully in SAP Business One.	1.10+
Add or Update Document	Add or update a document.	1.11+
Add or Update Expense	Add or update an expense.	1.1+
Add or Update Goods Issue	Add or update a goods issue document.	1.0+
Add or Update Goods Receipt Note	Add or update a goods receipt note.	1.0+
Add or Update Goods Return Note	Add or update a goods return note.	1.0+
Add or Update Purchase Invoice	Add or update a purchase invoice.	1.0+
Add or Update Purchase Order	Add or update a purchase order.	1.0+
Add or Update Purchase Quotation	Add or update a purchase quotation.	1.0+
Add or Update Purchase Requisition	Add or update a purchase requisition.	1.0+
Add or Update Sales Delivery	Add or update a sales delivery.	1.2+
Add or Update Sales Invoice	Add or update a sales invoice.	1.2+
Add or Update Sales Order	Add or update a sales order.	1.1+
Add or Update Sales Quotation	Add or update a sales quotation.	1.1+
Add or Update Sales Return	Add or update a sales return.	1.1+
Extract B1 UDFs and add to existing iDocument.	Inspect the B1 message assigned as this action’s output message. Extract the B1 UDFs and add them to the iDocument assigned as this action’s input message. The result overwrites the input message with new UDFs included.	1.13+
Extract iDocument UDFs and add to existing B1 Document.	Inspect the iDocument message assigned as this action’s output message. Extract the iDocument UDFs and add them to the B1 Document assigned as this action’s input message. The result overwrites the input message with new UDFs included.	1.12+
Flag a Purchase Order as Updated	Change a specific Purchase Order’s iDocuments status to updated using the route GetChangedSaltBoxUpdate. This should be done after the PO has been processed using other actions.	1.8+
Get a Goods Receipt Note	Fetch a goods receipt note with the specified ID.	1.6+
Get a Goods Return Note	Fetch a goods return note with the specified ID.	1.6+
Get a Purchase Order	Fetch a purchase order with the specified ID.	1.7+
Get a Purchase Requisition	Fetch a purchase requisition with the specified ID.	1.6+
Get a Sales Quotation	Fetch a sales quotation with the specified ID.	1.15+
Get Attachment Contents	Get contents of an attachment. Save action output to a message to allow another message import the attachment contents as a base 64 data string.	1.3+
Get Attachment Metadata	Get details about an attachment, such as file format and name.	1.0+
Get Company Settings	Get company settings.	1.2+
Get Down Payment Purchase Invoices	Fetch a list of down payment purchase invoices, as filtered.	1.4+
Get Groups	Get a list of iDocument user groups. Optionally supply a json filter to fetch specific groups.	1.9+
Get System Settings	Get system settings.	1.3+
Get Users	Get a list of iDocument users. Optionally supply a json filter to fetch specific users.	1.9+
Patch a Document	Patch a Document in iDocuments.	1.11+
Patch Expense	Patch the specified expense.	1.1+
Patch Goods Issue	Patch a goods issue document.	1.0+
Patch Goods Receipt Note	Patch the specified goods receipt note.	1.0+
Patch Goods Return Note	Patch the specified goods return note.	1.0+
Patch Landed Costs	Patch the specified landed costs.	1.14+
Patch Purchase Invoice	Patch the specified purchase invoice.	1.0+
Patch Purchase Order	Patch the specified purchase order.	1.0+
Patch Purchase Quotation	Patch the specified purchase quotation.	1.1+
Patch Purchase Requisition	Patch the specified purchase requisition.	1.0+
Patch Sales Delivery	Patch the specified sales delivery.	1.2+
Patch Sales Invoice	Patch the specified sales invoice.	1.2+
Patch Sales Order	Patch the specified sales order.	1.1+
Patch Sales Quotation	Patch the specified sales quotation.	1.1+
Patch Sales Return	Patch the specified sales return.	1.1+

Action Names

Add a Transaction Log

Action Name	Description	Version
Add a Transaction Log	Add a transaction log to iDocuments which confirms that a document (PO, PI, etc.) was add or updated successfully in SAP Business One.	1.10+

Add or Update Document

Action Name	Description	Version
Add or Update Document	Add or update a document.	1.11+

Add or Update Expense

Action Name	Description	Version
Add or Update Expense	Add or update an expense.	1.1+

Add or Update Goods Issue

Action Name	Description	Version
Add or Update Goods Issue	Add or update a goods issue document.	1.0+

Add or Update Goods Receipt Note

Action Name	Description	Version
Add or Update Goods Receipt Note	Add or update a goods receipt note.	1.0+

Add or Update Goods Return Note

Action Name	Description	Version
Add or Update Goods Return Note	Add or update a goods return note.	1.0+

Add or Update Purchase Invoice

Action Name	Description	Version
Add or Update Purchase Invoice	Add or update a purchase invoice.	1.0+

Add or Update Purchase Order

Action Name	Description	Version
Add or Update Purchase Order	Add or update a purchase order.	1.0+

Add or Update Purchase Quotation

Action Name	Description	Version
Add or Update Purchase Quotation	Add or update a purchase quotation.	1.0+

Add or Update Purchase Requisition

Action Name	Description	Version
Add or Update Purchase Requisition	Add or update a purchase requisition.	1.0+

Add or Update Sales Delivery

Action Name	Description	Version
Add or Update Sales Delivery	Add or update a sales delivery.	1.2+

Add or Update Sales Invoice

Action Name	Description	Version
Add or Update Sales Invoice	Add or update a sales invoice.	1.2+

Add or Update Sales Order

Action Name	Description	Version
Add or Update Sales Order	Add or update a sales order.	1.1+

Add or Update Sales Quotation

Action Name	Description	Version
Add or Update Sales Quotation	Add or update a sales quotation.	1.1+

Add or Update Sales Return

Action Name	Description	Version
Add or Update Sales Return	Add or update a sales return.	1.1+

Extract B1 UDFs and add to existing iDocument.

Action Name	Description	Version
Extract B1 UDFs and add to existing iDocument.	Inspect the B1 message assigned as this action’s output message. Extract the B1 UDFs and add them to the iDocument assigned as this action’s input message. The result overwrites the input message with new UDFs included.	1.13+

Extract iDocument UDFs and add to existing B1 Document.

Action Name	Description	Version
Extract iDocument UDFs and add to existing B1 Document.	Inspect the iDocument message assigned as this action’s output message. Extract the iDocument UDFs and add them to the B1 Document assigned as this action’s input message. The result overwrites the input message with new UDFs included.	1.12+

Flag a Purchase Order as Updated

Action Name	Description	Version
Flag a Purchase Order as Updated	Change a specific Purchase Order’s iDocuments status to updated using the route GetChangedSaltBoxUpdate. This should be done after the PO has been processed using other actions.	1.8+

Get a Goods Receipt Note

Action Name	Description	Version
Get a Goods Receipt Note	Fetch a goods receipt note with the specified ID.	1.6+

Get a Goods Return Note

Action Name	Description	Version
Get a Goods Return Note	Fetch a goods return note with the specified ID.	1.6+

Get a Purchase Order

Action Name	Description	Version
Get a Purchase Order	Fetch a purchase order with the specified ID.	1.7+

Get a Purchase Requisition

Action Name	Description	Version
Get a Purchase Requisition	Fetch a purchase requisition with the specified ID.	1.6+

Get a Sales Quotation

Action Name	Description	Version
Get a Sales Quotation	Fetch a sales quotation with the specified ID.	1.15+

Get Attachment Contents

Action Name	Description	Version
Get Attachment Contents	Get contents of an attachment. Save action output to a message to allow another message import the attachment contents as a base 64 data string.	1.3+

Get Attachment Metadata

Action Name	Description	Version
Get Attachment Metadata	Get details about an attachment, such as file format and name.	1.0+

Get Company Settings

Action Name	Description	Version
Get Company Settings	Get company settings.	1.2+

Get Down Payment Purchase Invoices

Action Name	Description	Version
Get Down Payment Purchase Invoices	Fetch a list of down payment purchase invoices, as filtered.	1.4+

Get Groups

Action Name	Description	Version
Get Groups	Get a list of iDocument user groups. Optionally supply a json filter to fetch specific groups.	1.9+

Get System Settings

Action Name	Description	Version
Get System Settings	Get system settings.	1.3+

Get Users

Action Name	Description	Version
Get Users	Get a list of iDocument users. Optionally supply a json filter to fetch specific users.	1.9+

Patch a Document

Action Name	Description	Version
Patch a Document	Patch a Document in iDocuments.	1.11+

Patch Expense

Action Name	Description	Version
Patch Expense	Patch the specified expense.	1.1+

Patch Goods Issue

Action Name	Description	Version
Patch Goods Issue	Patch a goods issue document.	1.0+

Patch Goods Receipt Note

Action Name	Description	Version
Patch Goods Receipt Note	Patch the specified goods receipt note.	1.0+

Patch Goods Return Note

Action Name	Description	Version
Patch Goods Return Note	Patch the specified goods return note.	1.0+

Patch Landed Costs

Action Name	Description	Version
Patch Landed Costs	Patch the specified landed costs.	1.14+

Patch Purchase Invoice

Action Name	Description	Version
Patch Purchase Invoice	Patch the specified purchase invoice.	1.0+

Patch Purchase Order

Action Name	Description	Version
Patch Purchase Order	Patch the specified purchase order.	1.0+

Patch Purchase Quotation

Action Name	Description	Version
Patch Purchase Quotation	Patch the specified purchase quotation.	1.1+

Patch Purchase Requisition

Action Name	Description	Version
Patch Purchase Requisition	Patch the specified purchase requisition.	1.0+

Patch Sales Delivery

Action Name	Description	Version
Patch Sales Delivery	Patch the specified sales delivery.	1.2+

Patch Sales Invoice

Action Name	Description	Version
Patch Sales Invoice	Patch the specified sales invoice.	1.2+

Patch Sales Order

Action Name	Description	Version
Patch Sales Order	Patch the specified sales order.	1.1+

Patch Sales Quotation

Action Name	Description	Version
Patch Sales Quotation	Patch the specified sales quotation.	1.1+

Patch Sales Return

Action Name	Description	Version
Patch Sales Return	Patch the specified sales return.	1.1+