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Events

  • New Line Item

    Start Flow when a new line item is added to a budget.

    Options

    • Budget (Dropdown List) Choose the budget you want to watch for a new line being added with this card. The options will be dynamically generated according to budgets you have.

      Output Fields

    • Line Item

      • Line Item ID (text) : The unique identifier code for the newly added line item. where to find line item ID
      • Line Item Name (text) : The line item’s name.
      • Budget ID (text) : The unique identifier code for the budget that the line item’s belongs to. Where to find the Budget ID
      • Type (text) :
        • Line item : A regular line item.
        • Category : A line item that act as a folder or directory.
        • Placeholder: A less detailed line item.
      • Created At (text) : The timestamp for when was the line item was created.
      • Updated At (text) : The lastest timestamp for when was the line item was updated.
      • Parent ID (text) : The unique indentifier code for the line item parent.

  • New Or Updated Dropdown Choice

    Start Flow when a choice is added or updated in a specific dropdown column

    Options

    • Folder: A dropdown list of your available folders.

    • Dropdown Column (dropdown list) A options for column that available to be watch, in any event of new choice is added or any existing choice is updated.

    Output Fields

    • Choice
      • Column ID (text) : The column unique identification code.
      • Choice ID (text) : The choice unique identification code.
      • Label (text) : The string label from the column.
      • External Association ID (text) : The identification code of External Association metadata.
      • External Association Type (text) : Type of External Association Type metadata.
      • Created At (text) : The timestamp for when was the dropdown choice was created.
      • Updated At (text) : The latest timestamp for when was the dropdown choice was updated.

  • Updated Line Item

    Start Flow when a line item is updated.

    Options

    • Budget (Dropdown List) Choose the budget you want to update the line item from with this card. The options will be dynamically generated according to budgets you have.

    Output Fields

    • Line Item

      • Line Item ID (text) : The line item unique identifier code. where to find line item id
      • Line Item Name (text) : The line item text name.
      • Budget ID (text) : The item’s budget unique identifier.
      • Type (text) : A string containing the new line item id.
      • Created At (text) : The timestamp for when the line item was created.
      • Updated At (text) : The latest timestamp for when the line item was updated.
      • Parent ID (text) : Line item’s parent unique identifier.

    • Context

      • Execution ID (text) : The execution unique identifier.

Actions

  • Add Column Choice

    Add a choice to a dropdown-type column in a budget.

    Options

    • Budget (Dropdown List) Choose the budget you want to add a new column choice with this card. The options will be dynamically generated according to budgets you have.

    Input Fields

    • Column

      • Column ID (text) : The unique indentification code that the new choice will be added to.

    • Choice

      • Label (text) : The text label for the choice.
      • External Association ID (text) : The unique identification code of External Association metadata.
      • External Association Type (text) : Type of External Association Type metadata.

    Output Fields

    • Choice
      • Choice ID (text) : The identification of the newly added choice.

  • Build Multi Select Input

    Builds an object for multi-select fields in Create Line Item.

    Options

    • Budget (Dropdown List) Choose the budget you want to build a new multi select input from, with this card. The options will be dynamically generated according to budgets you have.
    • Multi Select Field (Dropdown List) A drop down for the types available for multi select field.

    Input Fields

    • Column
      • Dynamically generated based on the values you’ve choose as the multi select field. This will be added according to multi select field selected in options.

    Output Fields

    • Output
      • Multi Select Input (object) An object for the multi select field, each member of the object sync with the multi select input in Create Line Item.

  • Create Line Item

    Create a single line item in a budget.

    Options

    • Budget (Dropdown List) Choose the budget you want to create a new line item with this card. The options will be dynamically generated according to budgets you have.

    Input Fields

    • Line Item

      • Line Item Name (text) : The text name of the line item.
      • Parent ID (text) : The unique identifier code for the line item’s parent. The new line item will be nested inside of the provided indentifier, the parent type need to be a Category type. Where to find the ID ?
      • Type (dropdown list) : A list of available line item type
        • Line item : A regular line item.
        • Category : A line item that act as a folder or directory.
        • Placeholder: A less detailed line item.

    • Column

      • Dynamically generated based on the values you’ve choose as the budget.

    Output Fields

    • Output
      • Line Item ID (text) : A string containing the new line item indentifier.

  • Delete Column Choice

    Delete a choice from a dropdown-type column in a budget.

    Options

    • Budget (Dropdown List) Choose the budget you want to delete a choice from with this card. The options will be dynamically generated according to budgets you have.

    Input Fields

    • Column
      • Column ID (text) : The unique indentifier code for the column that are associated with the to be deleted choice.
      • Choice ID (text) : The unique indentifier code for the choice that to be deleted. The list of available choice ID chould be found by running the readcolumnchoices card.

  • Delete Forecast Tag

    Delete a forecast tag from a budget.

    Options

    • Budget (Dropdown List) Choose the budget you want to delete a forecast tag from with this card. The options will be dynamically generated according to budgets you have.

    Input Fields

    • Delete:
      • Tag Id the unique identifier code for the forecast tag that will be deleted.

  • Delete Line Item

    Find & Delete a single line item in a budget using the cell values.

    Input Fields

  • HTTP Request

    Make an authenticated HTTP request to the Allocadia API

  • Read All Budgets

    Read a list of all budgets in your instance or session.

    Output Fields

    • Budgets (object)
      • Budget ID (text) : Budget unique identification code. Where to find the ID
      • Parent ID (text) : Budget’s parent unique indentification code.
      • Name (text) : The unique text budget name.
      • Created At (text) : The timestamp for when the budget was created.
      • Updated At (text) : The lastest timestamp for when the budget was updated.
      • Notes (text) : Additional extra notes on the budget.
      • Is Folder (True/False) : true, if its a folder.
      • Currency (text) : What is the type currency for the budget.

  • Read All Forecast Tags

    This card will read a list of all forecast tags in a budget.

    Options

    • Budget (Dropdown List) Choose the budget you want read forecast tags from with this card. The options will be dynamically generated according to budgets you have.

    Output Fields

    • Output Forecast Tags
      • Tag ID (text) : The unique tag identification code.
      • Name (text) : The tag text name.
      • Color (text) : What color the tag is in hex format, for example #FF0000 is red.
      • Created At (text) : The time stamp for forecast tag creation time.
      • Updated At (text) : The timestamp for the lastest time the forecast tag was updated.

  • Read Budget

    Read all line items in a budget using the budget ID

  • Read Budget Columns

    Read info about all of the columns in a budget, with an option to filter by column type

  • Read Column Choices

    This card will list all choice in column in a budget.

    Options

    • Budget (Dropdown List) Choose the budget you want to read the column’s choices from with this card. The options will be dynamically generated according to budgets you have.

    Input Fields

    • Column
      • Column ID (text) : The column unique identification code.

    Input Fields

    • Choice
      • Column ID (text) : The column unique identification code.
      • Choice ID (text) : The choice unique identification code.
      • Label (text) : The string label from the column.
      • Created At (text) : The timestamp for when was the dropdown choice was created.
      • Updated At (text) : The latest timestamp for when was the dropdown choice was updated.
      • External Association ID (text) : The identification code of External Association metadata.
      • External Association Type (text) : Type of External Association Type metadata.

  • Read Folder Columns

    Read info about all of the columns in a folder, with an option to filter by column type

  • Read Forecast Tag

    Read a single forecast tag using the tag ID

  • Read Line Item

    Read a single line item in a budget using the line item ID.

    Options

    • Budget (Dropdown List) Choose the budget you want to read the line item from with this card. The options will be dynamically generated according to budgets you have.

    Input Fields

    Output Fields

    • Line Item

      • Line Item Name (text) : The line item text name.
      • Budget ID (text) : The item’s budget unique identifier code. This could easily found on the top right of roll out panel that could be accesed via the panel column on the budgets view.
      • Parent ID (text) : Line item’s parent unique identifier code.
      • Type (text) : A string containing the new line item id.
      • Created At (text) : The timestamp for when the line item was created.
      • Updated At (text) : The latest timestamp for when the line item was updated.

    • Column

      • Dynamically generated based on the values you’ve choose as the budget.

  • Search Budget Items

    Search for one or more line items in a certain budget

  • Search Folder Items

    Search Folder Items

    There are three valid search behaviors for this action:

    • A blank or null value is used as the search value
      • The action will return records where the column is actually an empty value
    • A bad value is is used as the search value
      • The action will return an empty list since nothing was found
    • A good value is used as the search value
      • You should be returned a list of matching record

    Search for one or more line items in a certain folder

    Note: Additional fields may be available depending on the connection and options you choose.

    Options:

    • Folder (text)

    Outputs:

    • Result
      • Line Items (object)

  • Update Column Choice

    Update a choice in a dropdown-type column in a budget.

    Options

    • Budget (Dropdown List) Choose the budget you want to update the choice from with this card. The options will be dynamically generated according to budgets you have.

      Input Fields

    • Column ID (text) : The column identification code.

    • Choice ID (text) : The choice identification code. The list of available choice ID chould be found by running the readcolumnchoices card.

    • Label (text) : The text label for the choice.

  • Update Forecast Tag

    Update a forecast tag using the tag ID

  • Update Line Item

    Update a single line item in a budget using the line item ID.