Add automation
Key pain points
- Automate the chore of forwarding invoice to all the customers at the end of the month on WhatsApp | Email | SMS.
- Send reminders about payment if the payment is not received within some duration.
- Make customer inactive after two reminders and stop tea delivery.
- For customers whose payments are received update the accounting software.
Backend
1. Spreadsheets
a. InvoiceTriggerQueue
• Create form
ensure form FormInvoiceTrigger
update form FormInvoiceTrigger label:"Trigger bulk invoice"
//** section Details
ensure Section Details
ensure field DateRange type:"dateRange"
update field DateRange fromDefaultVarId:"startOfMonth" toDefaultVarId:"endOfMonth"
update field DateRange required:"yes"
//** grid OfficeSet
ensure Grid OfficeSet
ensure gridPermission default:"hide"
ensure field OfficeRowId type:"rowId"
ensure field Date type:"date"
ensure field Name type:"text"
ensure field MobileNumber type:"mobileNumber"
ensure field DateRange type:"dateRange"• Associate form
ensure spreadsheet InvoiceTriggerQueue form:"FormInvoiceTrigger"
ensure SpreadsheetPermission insertRoles:"Owner"
ensure SpreadsheetPermission readRoles:"Owner"b. InvoiceLinkSheet
• Create form
ensure form FormInvoiceLink
ensure Section Details
ensure field OfficeRowId type:"rowId"
ensure field DateRange type:"dateRange"
ensure field OfficeName type:"text"
ensure field MobileNumber type:"mobileNumber"
ensure field Deeplink type:"hyperlink"• Associate form
ensure spreadsheet InvoiceLinkSheet form:"FormInvoiceLink"
ensure spreadsheetPermission readRoles:"Owner"
ensure spreadsheetPermission updateRoles:"Owner"
ensure spreadsheetPermission removeRoles:"Owner"• Associate table layout
ensure spreadsheetLayout TableLayout kind:"table"
update spreadsheetLayout TableLayout showFields:"DateRange,OfficeName,MobileNumber,Deeplink"
update spreadsheetLayout TableLayout columnSizes:"AutoSize"2. Automation
a. InvoiceTriggerQueue
// create a mapping variable to map FormOfficeActiveSet.OfficeSet > FormInvoiceTrigger.OfficeSet
ensure variable VarMappingAutomateInvoiceTriggerQueue1 kind:"mapping"
update variable VarMappingAutomateInvoiceTriggerQueue1 description:"FormOfficeActiveSet.OfficeSet > FormInvoiceTrigger.OfficeSet"
update variable VarMappingAutomateInvoiceTriggerQueue1 fromForm:"FormOfficeActiveSet" fromGrid:"OfficeSet" toForm:"FormInvoiceTrigger" toGrid:"OfficeSet"
ensure variableMappingGrid fromGridKey:"OfficeName" toGridKey:"Name"
ensure variableMappingField fromField:"OfficeRowId" to:"OfficeRowId"
ensure variableMappingField fromField:"Date" to:"Date"
ensure variableMappingField fromField:"OfficeName" to:"Name"
ensure variableMappingField fromField:"MobileNumber" to:"MobileNumber"
// create a mapping variable to map FormInvoiceTrigger.OfficeSet > FormInvoiceSet
ensure variable VarMappingAutomateInvoiceTriggerQueue2 kind:"mapping"
update variable VarMappingAutomateInvoiceTriggerQueue2 description:"FormInvoiceTrigger.OfficeSet > FormInvoiceSet"
update variable VarMappingAutomateInvoiceTriggerQueue2 fromForm:"FormInvoiceTrigger" fromGrid:"OfficeSet" toForm:"FormInvoiceLink"
ensure variableMappingField fromField:"OfficeRowId" to:"OfficeRowId"
ensure variableMappingField fromField:"DateRange" to:"DateRange"
ensure variableMappingField fromField:"Name" to:"OfficeName"
ensure variableMappingField fromField:"MobileNumber" to:"MobileNumber"// ensure automation AutomateInvoiceTriggerQueue
ensure automation AutomateInvoiceTriggerQueue kind:"spreadsheet" spreadsheet:"InvoiceTriggerQueue"
//ensure automationEvent PrepareInvoiceTriggerOfficeSet
ensure automationEvent PrepareInvoiceTriggerOfficeSet type:"beforeInsert"
//ensure automationStep
ensure automationStep SetOfficeSetWithActiveOfficeSet kind:"callReport"
update automationStep SetOfficeSetWithActiveOfficeSet targetReport:"ReportActiveOffice"
update automationStep SetOfficeSetWithActiveOfficeSet reportOutputMapping:"VarMappingAutomateInvoiceTriggerQueue1"
ensure automationStep SetOfficeSetDateRangeField kind:"updateField"
update automationStep SetOfficeSetDateRangeField assignValueField:"OfficeSet.DateRange" value:"Field:DateRange"
//ensure automationEvent PushInvoiceTrigger
ensure automationEvent PushInvoiceTrigger type:"afterInsert"
//ensure automationStep
ensure automationStep ExecuteInvoiceTrigger kind:"gridRowInsertIntoSpreadsheet"
update automationStep ExecuteInvoiceTrigger sourceGrid:"OfficeSet"
update automationStep ExecuteInvoiceTrigger targetSpreadsheet:"InvoiceLinkSheet"
update automationStep ExecuteInvoiceTrigger sourceToTargetMapping:"VarMappingAutomateInvoiceTriggerQueue2"
ensure automationStep PopInvoiceTrigger kind:"removeRow"b. InvoiceLinkSheet
// create a mapping variable to map FormInvoiceLink > FormInvoiceFilter
ensure variable VarMappingAutomateInvoiceLinkSheet kind:"mapping"
update variable VarMappingAutomateInvoiceLinkSheet description:"FormInvoiceLink > FormInvoiceFilter"
update variable VarMappingAutomateInvoiceLinkSheet fromForm:"FormInvoiceLink" toForm:"FormInvoiceFilter"
ensure variableMappingField fromField:"OfficeRowId" to:"OfficeMasterRowId"
ensure variableMappingField fromField:"DateRange" to:"DateRange"
ensure variableMappingField fromField:"OfficeName" to:"Name"// ensure automation AutomateInvoiceLinkSheet
ensure automation AutomateInvoiceLinkSheet kind:"spreadsheet" spreadsheet:"InvoiceLinkSheet"
//ensure automationEvent SetDeeplinkField
ensure automationEvent SetDeeplinkField type:"beforeInsert"
//ensure automationStep
ensure automationStep InvokeDlOfficeInvoice kind:"generateDeeplink"
update automationStep InvokeDlOfficeInvoice deeplinkField:"Deeplink" deeplink:"DlOfficeInvoice"
update automationStep InvokeDlOfficeInvoice reportInputFormMappingVar:"VarMappingAutomateInvoiceLinkSheet"Frontend
Actions
a. PushInvoiceTrigger
ensure action PushInvoiceTrigger kind:"rowInsert"
update Action PushInvoiceTrigger spreadsheet:"InvoiceTriggerQueue"
update action PushInvoiceTrigger icon:"SendToMobileRounded"
update Action PushInvoiceTrigger sendMessageToInbox:"yes"b. InvoiceLinkSheet
ensure action InvoiceLinkSheet kind:"spreadsheetEditor"
update Action InvoiceLinkSheet spreadsheet:"InvoiceLinkSheet"
update Action InvoiceLinkSheet spreadsheetLayout:"TableLayout"
update action InvoiceLinkSheet icon:"MenuRounded"Associate actions
goto group Reporting
ensure groupAction action:"PushInvoiceTrigger" roles:"Owner" menuGroup:"Automation" deviceSizes:"mobile,desktop"
ensure groupAction action:"InvoiceLinkSheet" roles:"Owner" menuGroup:"Automation" deviceSizes:"mobile,desktop"Deploy
// Deploy the enterprise
deploy enterprise