Priority ERP

engini’s priority erp activities allow you to create and modify records, activate form activations, and make api calls from your priority erp using priority’s webhooks module getting started with priority erp prerequisites priority api license open access to priority via port 443 if you can’t open this access, you can also just whitelist our ip (see below) 34 159 217 185 34 141 24 31 enabled api access to formlimited form optional – dictionary module to enable language specific operations for both crud operations (create, read, update, delete) and procedures, ensure that the dictionary module is activated in your priority erp system by default, the api will operate according to the system language unless specified otherwise connecting engini to priority erp enter your engini account at https //app engini io/ navigate to connections page by clicking on the connections on the left sidebar or by clicking https //app engini io/connections click on the add connection option located at the topbar choose priority’s option from the available applications enter the following details in the “edit connection” form connection name choose a significant name api url including the tabula ini for example https //erp engini io/odata/priority/tabula ini to specify the language for api operations, append a comma and the language code to the end of the url for example, for american english, use “ https //erp engini io/odata/priority/tabula ini,3 “ database name company id in companies form api username companies that use priority identity management module should place their personal access token api password companies that use priority identity management module should place “pat” in all caps websdk url optional used when using a dedicated priority connector x app id & x app key websdk username optional used when using a priority’s form activations, for example, for printing a price quotation document websdk password optional used when using a priority’s form activations, for example, for printing a price quotation document time zone choose the correct time zone of your location, or you enterprise location communication channel choose the appropriate connection type based on your setup cloud if you are connecting to a database hosted in a cloud environment, select “cloud” opa if your database is on premises and you are using an on premises agent (opa) for the connection, select “opa” in this case, an additional field will appear on prem agent choose the specific on premises agent that you want to use for this connection if you have multiple agents configured save settings click on the save button located at the bottom of the form note engini will now try to reach your priority and read the forms marked for access by api in the formlimited form each opened form will get it’s unique action type activities for creating, updating, reading records and trigger type activity to use in priority webhooks for triggering workflows in engini main form records engini’s main form activities let you interact with main form entity records such as customers, sales orders, purchase orders etc and do the following create a record update a record get a record get records get notified when a record is created / modified (depending on the business rule defined in priority) to describe how to use engini’s priority main form activities we’ll use the priority’s sales orders form triggers sales order updated triggers when a “send webhook” business rule defined in the sales orders form / sales orders bpm is activated add field by clicking the “add field” button, you can choose how to fill in the various fields in the object you are creating you can add one field to the activity or more fields to the activity definitions, up to the number of fields you have in the selected object the fields vary depending on the selected object choose from the drop down the field you want to fill click on the empty field to the right of the dropdown to see a tooltip with all the available options you can use to fill the field 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 https //app archbee com/docs/ixqqblwfxopjg0nave78y/o3kkbgi5xnqf yvnuqkcv and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) repeat steps 1 3 for all the fields you want to populate actions create sales order creates a new sales order add field by clicking the “add field” button, you can choose how to fill in the various fields in the object you are creating you can add one field to the activity or more fields to the activity definitions, up to the number of fields you have in the selected object the fields vary depending on the selected object choose from the drop down the field you want to fill click on the empty field to the right of the dropdown to see a tooltip with all the available options you can use to fill the field 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 https //app archbee com/docs/ixqqblwfxopjg0nave78y/o3kkbgi5xnqf yvnuqkcv and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) repeat steps 1 3 for all the fields you want to populate update sales order updates an existing sales order order enter the sales order number of the record you want to update add field by clicking the “add field” button, you can choose how to fill in the various fields in the object you are creating you can add one field to the activity or more fields to the activity definitions, up to the number of fields you have in the selected object the fields vary depending on the selected object choose from the drop down the field you want to fill click on the empty field to the right of the dropdown to see a tooltip with all the available options you can use to fill the field 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 https //app archbee com/docs/ixqqblwfxopjg0nave78y/o3kkbgi5xnqf yvnuqkcv and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) repeat steps 1 3 for all the fields you want to populate get sales order retrieves a specified sales order order enter the sales order number of the record you want to get get sales orders retrieves a list of sales orders output fields you can select specific fields from a column dropdown menu to retrieve only relevant information instead of getting all fields by default top n you can set the maximum number of sales order records engini will return during one workflow cycle (default = all records) if you set top n = 1 , a single record will be returned instead of an array if no record is found, the action will fail, allowing you to implement an if condition within the workflow this can be useful for processes where the existence of a record determines the next steps in the workflow offset the offset parameter allows you to skip a certain number of records from the beginning of the result set (default = 0 records) add filters you can add filters to query the sales orders and retrieve only the records that met the conditions add sorting you can sort the retrieved list by multiple sales order fields either ascending or descending uploading files to priority (version 21 and above) to upload files in priority, follow these steps starting from version 21 download file from url activity url in the url field, specify the url from which the desired file is to be downloaded for more information about the action click https //app archbee com/docs/ixqqblwfxopjg0nave78y/dzdiy1vhqjdw kzcggmwn#jeytg create attachments activity oreder(sales orders) select the specific sales order record to which the attachment will be added this defines the parent order that the new attachment will be associated with click the “add field” button priority requires the following details to populate file path the structure by priority should follow this pattern “data ();base64,()” to execute this process, use the following functions concat this function enables the merging of various elements into a single string, crucial for constructing the file path structure required by priority for your convenience, you can copy the contents of the concat function don’t forget to include the base 64 as a property and the “getmimetype” function concat ( ‘data ’ , getmimetype (populate here the file extension), ‘;base64,’ , base64 string ) getmimetype this function is utilized to fetch the mime type associated with a specific file extension, a vital component within the file path construction process for example file name the file name should include the extension of the specific file 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 https //app archbee com/docs/ixqqblwfxopjg0nave78y/o3kkbgi5xnqf yvnuqkcv and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) form activations to use priority’s form activations, follow these steps websdk details navigate to connections page by clicking on the connections on the left sidebar or by clicking https //app engini io/connections press on the 3 dots on the right side of the priority connection and click on the “edit” option enter the websdk username and password and press save if your priority on the public cloud (aws), you have to enter the websdk url as well for production environments, the url is https //p priority connect online/wcf/service svc for test environments, the prefix is an s, instead https //s priority connect online/wcf/service svc form activation activity form name choose the form name from the drop down menu the available forms are the open parent screens and child screens from your priority account activation choose the activation from the drop down menu according to the form name, an identifier field will appear enter a static value as you can see at the image below quote number – enter the specific quote identifier to retrieve or filter the related subform records this value determines which quote the action will be executed against add subform filter – allows you to add additional filtering conditions to the subform data this helps narrow down the returned records based on specific field values or criteria run press run each run can add new fields to fill in run procedure activity prerequisites eprog form is accessible to api in formlimited form the user used for the integration should have at least read privileges to eprog form the user used for the integration should have privileges to execute the relevant procedure to use priority’s run procedure, follow the following steps procedure name choose the procedure name from the field options tab in the tooltip menu all the available procedures run press run each run can add new fields to fill in when you need to reset the values you can press the “reset” button