Visma.net

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Customer instance name
Each customer has a unique URL to access the APIs. The unique name of the url.

Service Username
Service user (API authentication) including a mail domain.

Example: VismaApi@comapnyname.nl

Service Password
Password of service user.

Username
The user for upload (not the service user).

Language
Language to return information.

Return Type
The type of list to return:

  • Companies
  • Employees
  • Comm Types
  • Browse Folders.

Company
The Visma HRM CompanyID, in our case this value return from the another question %COMPANY%.

Filter
Enable or disable the filter fields in our case it is disable. But you can enable it and add a value maybe returned from another question into the fields filter.

Employee filter
This field can either be the Employee’s ID or part of the Employee’s name that you are searching for.

Department filter
This field can be either the Department ID or name. If specified the function will return a list employee’s in the department, otherwise all employee’s are returned

Include past employee
Indicate whether to include past employee in the search or not.

Include future employee
Indicate whether to include future employee in the search or not.

Employee
Returns a list of Employee. It is available and mandatory if the Return type is Browse Folders.

Folder
Returns a list of Folder for specific employee. It is available and mandatory if the Return type is Browse Folders.

Note

This connector is supporting Selected (with tree) recursive item lists. Check how to crate a New Item List.

Store

Customer instance name
Each customer has a unique URL to access the APIs. The unique name of the url.

Service Username
Service user (API authentication) including a mail domain.

Example: VismaApi@comapnyname.nl

Service Password
Password of service user.

Username
The user for upload (not the service user).

Language
Language to return information.

Company
The Visma HRM CompanyID, in our case this value return from the question %COMPANY%.

Employee
For which employee to store this document, in our case this value return from the question %EMPLOYEE%.

Folder
Target folder to store the document according the Employee selected, in our case this value return form the question %FOLDER%.

Document type
It is a numeric value (22, 23, 36 or …), in the our example we add 36.

The values can be: payslip, annual, # # is any integer value that is defined in the customers database ED settings with name=‘virtualfolder’, values and locations can be added (but not via a webpage maintenance) a virtual folder points via the ED maintenance page to an actual folder the customer has specified for it. Payslip is translated to #22 and annual to #23.

Comm Type
Accepts one of the following options: phone, print, fax, scanner, eMail or general, in our case this value return from the question %COMMTYPE%.

Direction
Accepts one of the following options incoming or outgoing.

Signed
The document is Signed, yes or no. In our example it is disabled so the value is no.

Employee display name
Specify which employee display name from the empName table to return as the contents of ’employeeName’, if 0 or not specified does not return a name.

Ext reference
Metadata stored with the document, maximum 254 characters.

Creation date
The date used as creation date for the document, in our case it return from question %CREATION_DATE%.

Description
Description to add as meta data to the document, maximum 254 characters (first xx characters of this will be displayed in the ED overview)

Filename
Filename of the document.

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