Morning

learn how to connect engini to morning using engini’s morning activities, you can add, update, search, get and delete one or more records to get started with the morning app, create an account at morning com getting started with morning prerequisites a morning account active client id and client secret add a connection to morning in engini enter your engini account at https //app engini io https //app engini io navigate to connections page by clicking on the connections on the left sidebar or by clicking here https //app engini io/connections click on the add connection option located at the topbar choose morning option from the available applications enter the following details in the “edit connection” form connection name enter a unique and descriptive name for this connection this name will help you easily identify and manage your morning connection within your system environment please choose your environment, sandbox or production url – this is your base url it is filled automatically after you press save client id – enter the api key you get from morning client secret – enter the api secret you get from morning save settings click on the save button to save the connection actions add client name the name of the new client you add to your morning click on the field to show the tooltip with all the options you can choose you can populate the field in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) add field click add field to add and populate additional fields for the selected activity to learn more about managing activity data, click here https //help engini ai/workflow editor#add fields update client id click on the empty field and the tooltip will pop up showing all the id you can use select the customer id that is relevant you can use static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) add field click add field to add and populate additional fields for the selected activity to learn more about managing activity data, click here https //help engini ai/workflow editor#add fields get client gets one client record id click on the empty field and the tooltip will pop up showing all the id you can use select the customer id that is relevant you can use static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) delete client deletes client record id click on the empty field and the tooltip will pop up showing all the id you can use select the customer id that is relevant you can use static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) note only inactive clients can be deleted search clients searches for clients records add filter click add filter to define conditions that narrow down the data list and return only the relevant items to learn more about using filters, click here https //help engini ai/workflow editor#add filters add item item name the name of the new item you add to your morning click on the field to show the tooltip with all the options you can choose you can populate the field in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) item description the description of the new item you add to your morning click on the field to show the tooltip with all the options you can choose you can populate the field in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) item price the price of the new item you add to your morning click on the empty field to be shown the tooltip with all the options you can use to fill the field you can populate the field in one of the following options numeric static value property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using functions and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) currency click on the empty field to be shown the tooltip with all the currencies you can use update item id click on the empty field and the tooltip will pop up showing all the id you can use select the id that is relevant you can use static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) item name the name of the item you are updating click on the field to show the tooltip with all the options you can choose you can populate the field in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) item description the description of the item you are updating click on the field to show the tooltip with all the options you can choose you can populate the field in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) item price the price of the item you are updating click on the empty field to be shown the tooltip with all the options you can use to fill the field you can populate the field in one of the following options numeric static value property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using functions and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) currency click on the empty field to be shown the tooltip with all the currencies you can use get item gets one item record the item id example 17b3a103 cb47 b124 3d2b ec9838cf35ad id click on the empty field and the tooltip will pop up showing all the id you can use select the customer id that is relevant you can use static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) delete item deletes item record id click on the empty field and the tooltip will pop up showing all the id you can use select the id that is relevant you can use static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) search items searches for items records add filter click add filter to define conditions that narrow down the data list and return only the relevant items to learn more about using filters, click here https //help engini ai/workflow editor#add filters add document add a document to the current business document type select the type of document from a dropdown menu it could include options such as invoices, receipts, reports, or other document classifications based on your business or organizational needs language select the appropriate language in which the document will be created from the dropdown options to ensure clear communication and compliance with language preferences or regulations primary currency click on the empty field to be shown the tooltip with all the currencies you can use vat type select the appropriate vat (value added tax) classification for the document note when declaring your vattype there’s multiple different declarations you can define the general vattype of the document, but – you can also define each income row vattype choose from the dropdown options, which include default (based on business type) exempt (vat free) mixed (contains exempt and due vat income rows) add field click add field to add and populate additional fields for the selected activity to learn more about managing activity data, click here https //help engini ai/workflow editor#add fields search document searches for documents add filter click add filter to define conditions that narrow down the data list and return only the relevant items to learn more about using filters, click here https //help engini ai/workflow editor#add filters close document closes a document after closing a document, you won’t be able to edit the document id click on the empty field and the tooltip will pop up showing all the id you can use select the id that is relevant you can use static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) open document opens a document the document will open in a new window on morning, and you can view, edit or print it as needed id click on the empty field and the tooltip will pop up showing all the id you can use select the id that is relevant you can use static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) send document to customer id click on the empty field and the tooltip will pop up showing all the id you can use select the id that is relevant you can use static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) recipients field you can enter one or more recipients click on the empty field and the tooltip will pop up showing all the recipients you can use select the recipient you can use static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) add field click add field to add and populate additional fields for the selected activity to learn more about managing activity data, click here https //help engini ai/workflow editor#add fields get document gets one document record id click on the empty field and the tooltip will pop up showing all the id you can use select the id that is relevant you can use static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) get a preview document document type select the type of document you want to get from a dropdown menu it could include options such as invoices, receipts, reports, or other document classifications based on your business or organizational needs language select the appropriate language of the document you want to get from the dropdown options primary currency click on the empty field to be shown the tooltip with all the currencies you can use vat type select the appropriate vat (value added tax) classification for the document choose from the dropdown options, which include default (based on business type) exempt (vat free) mixed (contains exempt and due vat income rows) add field click add field to add and populate additional fields for the selected activity to learn more about managing activity data, click here https //help engini ai/workflow editor#add fields get document statuses add filter click add filter to define conditions that narrow down the data list and return only the relevant items to learn more about using filters, click here https //help engini ai/workflow editor#add filters get document types add filter click add filter to define conditions that narrow down the data list and return only the relevant items to learn more about using filters, click here https //help engini ai/workflow editor#add filters get document download links id click on the empty field and the tooltip will pop up showing all the id you can use select the id that is relevant you can use static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) get document distribution info id click on the empty field and the tooltip will pop up showing all the id you can use select the id that is relevant you can use static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) initialize income array add this activity to initialize a income array the name is automatically populated as “income array” by default however, this field is editable by creating and utilizing this array type variable, you can seamlessly manage and input income value into the designated income field for each new document entry add income to array to use this action, you first need to initialize a income array variable select the variable from the dropdown menu this variable likely represents the specific array or container where income data will be added item description provide a clear and concise description of the income item being added to the array you can populate the field in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using functions and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) quantity specify the quantity associated with the income item this could represent the number of units sold, hours worked, or any other relevant unit of measurement depending on the nature of the income source you can populate the field in one of the following options numeric static value property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using functions and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) item price input the unit price or value associated with each unit in the quantity you can populate the field in one of the following options numeric static value property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using functions and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) currency click on the empty field to be shown the tooltip with all the currencies you can use vat type select the appropriate vat (value added tax) classification for the income choose from the dropdown options, which include default (based on business type) exempt (vat free) mixed (contains exempt and due vat income rows) add field click add field to add and populate additional fields for the selected activity to learn more about managing activity data, click here https //help engini ai/workflow editor#add fields initialize emails array add this activity to initialize a emails array the name is automatically populated as “email array” by default however, this field is editable by creating and utilizing this array type variable, you can seamlessly manage and input multiple email values into the designated email field for each new client entry append email to array to use this action, you first need to initialize a email array name select a variable from a dropdown menu this variable likely represents the specific array or container where email data will be appended value input the actual email address or relevant information associated with the email entry you can populate the field in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using functions and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) initialize payments array add this activity to initialize a payments array the name is automatically populated as “payment array” by default however, this field is editable by creating and utilizing this array type variable, you can seamlessly manage and input multiple payment values into the designated payment field for each new document entry add payment to array to use this action, you first need to initialize a payment array variable select the variable from the dropdown menu this variable likely represents the specific array or container where payment data will be added payment date (yyyy mm dd) enter the specific date of payment in the format “yyyy mm dd” you can populate the field in one of the following options string static value – when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using functions and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) payment method click on the empty field to be shown the tooltip with all the methods you can use price input the monetary value of the payment this could represent the total amount paid in a transaction you can populate the field in one of the following options numeric static value property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using functions and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) currency click on the empty field to be shown the tooltip with all the currencies you can use add field click add field to add and populate additional fields for the selected activity to learn more about managing activity data, click here https //help engini ai/workflow editor#add fields initialize recipients array add this activity to initialize a recipients array the name is automatically populated as “recipients array” by default however, this field is editable this allowing users to set up and manage an array specifically designated for recipients related data append recipient to array to use this action, you first need to initialize a recipient array name select a variable from a dropdown menu this variable likely represents the specific array or container where recipient data will be appended value input the relevant information associated with the recipient entry you can populate the field in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using functions and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) initialize labels array add this activity to initialize a labels array the name is automatically populated as “label array” by default however, this field is editable this allowing users to set up and manage an array specifically designated for labels related data append label to array to use this action, you first need to initialize a label array name select a variable from a dropdown menu this variable likely represents the specific array or container where label data will be appended value input the relevant information associated with the label entry you can populate the field in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using functions and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field)