Document Intake
Folders and mailboxes whose documents become DRAFTS: a supplier invoice, a sales order. Nothing is ever posted; the file is attached to the draft it made.
Where to find it
- Module: Platform
- Group: Automation
- Section: Automation
- Screen: Document Intake
Address in the console: /platform/intake-sources
List · 10 columns · 9 fields on its form · 4 of them required · 2 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Source | Code | code |
| Name | Text | name |
| Kind | Status | kind |
| Drafts | Status | target_kind |
| Drive | Text | drive_name |
| Folder | Code | folder_path |
| Taken in | Number | items_count |
| Last checked | Date and time | last_polled_at |
| Last error | Text | last_error |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | e.g. AP-INBOX | |
| Name required | Text | ||
| Kind required | Choice | A folder on a connected drive, A mailbox (messages handed in by the mail gateway) | |
| Makes required | Choice | Looked up from existing records | |
| Drive | Choice | Looked up from existing records | |
| Folder | Text | The folder watched, as the drive names it. | |
| Mailbox address | Email address | ||
| Check every (minutes) | Number | ||
| Active | Yes or no |
What you can do here
Check now primary
Takes in every file in the folder it has not taken in before.
Hand in a file
Hand in a file
Asks for: File*
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.