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Setup a collection

Step 2.2.1: Create workflows and fields in a collection using a template

Setting up a collection using a template is the preferred method if that's a possibility. Setting up a collection using a template will create workflows, columns and fields with their correct settings.

POST /apply_template

Body parameters

Parameter Comment
collection_id UUID of the collection
settings.accounting Enables accounting functionality
template_name Use 'type-a'. Creates workflows "Supplier invoices" and "Reminders". This also has fields "Your References" and "Our Reference".

Example

{
  "collection_id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
  "template_name": "type-a"
}