Aiida templates

Background

A template (template) is a composition of unique workflows, columns, fields, and roles found in a collection. A template can be applied to a collection when setting it up. Custom templates can also be implemented upon customer request.

Collections can be created using the following templates:

Template Name	Workflows Type	Columns Type	Roles Type
`type-a`	`WORKFLOWS_TYPE_A`	`COLUMNS_API`	`ROLES_STANDARD`
`type-b`	`WORKFLOWS_TYPE_B`	`COLUMNS_STANDARD`	`ROLES_STANDARD`
`fortnox`	`WORKFLOWS_FORTNOX`	`COLUMNS_FORTNOX`	`ROLES_STANDARD`
`api-standard`	`WORKFLOWS_API`	`COLUMNS_API`	`ROLES_STANDARD`
`customer-invoice`	`WORKFLOWS_CUSTOMER_INVOICE`	`COLUMNS_FORTNOX`	`ROLES_STANDARD`

Reference

Workflows Type	Workflows and Fields Types
`WORKFLOWS_TYPE_A`	`Supplier invoices (FIELDS_REMINDERS_STANDARD_API)`, `Credit invoices (FIELDS_SUPPLIER_INVOICES_STANDARD_API)`, `Reminders (FIELDS_REMINDERS_STANDARD_API)`
`WORKFLOWS_TYPE_B`	`Skatteverket allmän`, `Skatteverket löpande`, `Akut`, `Bolagsverket`, `Bank`, `Leverantörsfakturor`, `Bokföringsunderlag`, `Kvitton`, `Myndighetspost`, `Reklam`, `Årsredovisningar`, `Personliga brev`, `Övrigt`
`WORKFLOWS_FORTNOX`	`Leverantörsfakturor (FIELDS_SUPPLIER_INVOICES)`, `Kreditfakturor (FIELDS_SUPPLIER_INVOICES)`, `Kvitton (FIELDS_RECEIPTS)`, `Övrigt (FIELDS_TRANSACTION_AND_DESCRIPTION)`
`WORKFLOWS_API`	`Supplier invoices (FIELDS_SUPPLIER_INVOICES_STANDARD_API)`, `Credit invoices (FIELDS_SUPPLIER_INVOICES_STANDARD_API)`, `Reminders (FIELDS_REMINDERS_STANDARD_API)`, `Receipts (FIELDS_RECEIPTS_STANDARD_API)`, `Other (FIELDS_TRANSACTION_AND_DESCRIPTION)`
`WORKFLOWS_CUSTOMER_INVOICE`	`Kundfakturor (FIELDS_CUSTOMER_INVOICES)`

Fields Type	Fields
`FIELDS_SUPPLIER_INVOICES`	`ORGANISATION_NUMBER`, `SUPPLIER_NAME`, `BANKGIRO`, `PLUSGIRO`, `VAT_NUMBER`, `IBAN`, `CURRENCY`, `INVOICE_DATE`, `DUE_DATE`, `PAYMENT_TERMS`, `TOTAL`, `VAT`, `NET`, `INVOICE NUMBER`, `OCR`
`FIELDS_CUSTOMER_INVOICES`	`ORGANISATION_NUMBER`, `CUSTOMER_NAME`, `VAT_NUMBER`, `CURRENCY`, `CURRENCY_RATE`, `INVOICE_DATE`, `DUE_DATE`, `DUE_DATE`, `OCR`, `OUR_REFERENCE`, `PAYMENT_TERMS`
`FIELDS_TRANSACTION_AND_DESCRIPTION`	`TRANSACTION_DATE`, `DESCRIPTION`
`FIELDS_RECEIPTS`	`ORGANISATION_NUMBER`, `SUPPLIER_NAME`, `VAT_NUMBER`, `TRANSACTION_DATE`, `DESCRIPTION`, `TOTAL`, `VAT`, `NET`, `CURRENCY`
`FIELDS_SUPPLIER_INVOICES_STANDARD_API`	`SUPPLIER_NAME`, `ORGANISATION_NUMBER`, `VAT_NUMBER`, `IBAN`, `BIC`, `BANKGIRO`, `PLUSGIRO`, `TOTAL`, `VAT`, `NET`, `CURRENCY`, `INVOICE_DATE`, `DUE_DATE`, `PAYMENT_TERMS`, `INVOICE_NUMBER`, `OCR`, `OUR_REFERENCE`, `YOUR REFERENCE`
`FIELDS_RECEIPTS_STANDARD_API`	`SUPPLIER_NAME`, `ORGANISATION_NUMBER`, `VAT_NUMBER`, `TRANSACTION_DATE`, `DESCRIPTION`, `TOTAL`, `VAT`, `NET`, `CURRENCY`
`FIELDS_REMINDERS_STANDARD_API`	`SUPPLIER_NUMBER`, `ORGANISATION_NAME`, `VAT_NUMBER`, `IBAN`, `BIC`, `BANKGIRO`, `PLUSGIRO`, `CURRENCY`, `REMINDER_DATE`, `REMINDER_DUE_DATE`, `INVOICE_NUMBER`, `OCR`, `OUR_REFERENCE`, `YOUR_REFERENCE`

Columns Type	Columns
`COLUMNS_STANDARD`	`Inbox`, `Export`, `Archive`
`COLUMNS_FORTNOX`	`Inbox`, `Export Fortnox`, `Archive`
`COLUMNS_API`	`Inbox`, `Archive`

Roles Type	Roles
`ROLES_STANDARD`	`uploader` - privileges to upload on a workspace level `member` - belongs to the same workspace without the former privileges