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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
type-c WORKFLOWS_TYPE_C COLUMNS_API 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_TYPE_C

1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11,12, 13, 14, 15, 16, 17, 19

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