Action Reference for iDocuments Connector

Actions are used by a workflow to to download, upload or inspect 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 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 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 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 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 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 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+