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Synca Priority ERP

Interact with Priority ERP for Products, Sales, Purchase Orders, Agents, and Procedures

Actions29

Generic → Add Row to Sub Form

AI-generated

Overview

This node operation allows users to add a new row to a sub form within a main form entity in the Priority ERP system. It is useful for scenarios where hierarchical or nested data needs to be managed, such as adding detailed records related to a parent entity. For example, adding a new address or contact information to a customer record stored in a sub form.

Use Case Examples

  1. Adding a new contact detail row to a customer's sub form in a CRM system.
  2. Appending a new item entry to a purchase order's sub form in an ERP workflow.

Properties

Name Meaning
Credentials Select the credentials to authenticate and authorize access to the Priority ERP system.
Select Form Select the main form where the sub form resides.
Main Form Entity ID Set the ID of the parent entity to which the sub form row will be added.
Select Sub Form Select the specific sub form within the main form to which the row will be added.
Row Data Define the data fields and values for the new row to be added to the sub form.

Output

JSON

  • json - The JSON output contains the response from the Priority ERP system after adding the row to the sub form, including any identifiers or status information.

Dependencies

  • Requires credentials for Priority ERP API access.
  • Uses the SyncaService to interact with Priority ERP.

Troubleshooting

  • Ensure that the 'Main Form Entity ID' is correctly set to an existing parent entity; otherwise, the sub form row cannot be linked.
  • Verify that the selected 'Form' and 'Sub Form' names are valid and accessible with the provided credentials.
  • The 'Row Data' must match the expected schema of the sub form fields; mismatches can cause errors.
  • If the operation fails, check the error message returned in the output JSON for details.
  • Network or authentication issues with the Priority ERP API can cause failures; verify credentials and connectivity.

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