Using Dolibarr node in the n8n automation platform: Difference between revisions

Jump to navigation Jump to search

Using Dolibarr node in the n8n automation platform (view source)

Revision as of 14:55, 5 May 2023

156 bytes added ,  3 years ago
Layout modification
VisualWikitext
mNo edit summary
(Layout modification)
Line 50: Line 50:
These fiels are the first three one on the picture below :
These fiels are the first three one on the picture below :


* '''Credential''' to connect with : this is where you can set your `credentials` as explained just before,
*'''Credential''' to connect with : this is where you can set your `credentials` as explained just before,
* '''Resource''' : this is where you just which module of Dolibarr it will affect, there are 4 options : Calendar, Task, Document and Custom API Call (use this one only if you know what you are doing),
*'''Resource''' : this is where you just which module of Dolibarr it will affect, there are 4 options : Calendar, Task, Document and Custom API Call (use this one only if you know what you are doing),
* '''Operation''' : this is in this field where you select this kind of operation you want to do on this specific resource, for now it only support creation operations.
*'''Operation''' : this is in this field where you select this kind of operation you want to do on this specific resource, for now it only support creation operations.


===Creating a Calendar Event===
===Creating a Calendar Event===
The first node is used to create an event in the calendar in Dolibarr.
The first node is used to create an event in the calendar in Dolibarr.
[[File:Add event n8n.png|center|thumb|Add event n8n]]


![Add event in n8n](./screenshots/add_event_n8n.png)


 
If you have selected the '''Create an Event''' and have alreary set your credentials the first three fields will be already completed.
If you have selected the `Create an Event` and have alreary set your credentials the first three fields will be already completed.


For the next fields :
For the next fields :
- `Event Name` corresponds with the `Label` field in Dolibarr interface (this field is required),
- `Description` corresponds with the `Descriptio` field (this field is optional),
- `Event Type` corresponds with the `Type` type field, three options are available : `Intervention on site`, `Meetings` and `Reception of Email` (this field is required),
- `Beginning Date of Event` corresponds with the left date in the `Date` field (this field is required),
- `End Date of Event` corresponds with the right date in the `Date` field (this field is required),
- `Email From` is not corresponding to any field for now on Dolibarr but since this field is present in Dolibarr AP, it is possible that is the next updates a dedicated Mail Sender field will be available on Dolibarr interface (this field is optional),
- `Email Subject` is also not corresponding to ant field for now on Dolibarr and as the the previous one we can expect to the a dedicated field appears is the next updates (this field is optional).


![Add event in Dolibarr](./screenshots/add_event_dolibarr.png)
* '''Event Name''' corresponds with the '''Label''' field in Dolibarr interface (this field is required),
* '''Description''' corresponds with the '''Description''' field (this field is optional)
* '''Event Type''' corresponds with the '''Type''' field, three options are available : '''Intervention on site''', '''Meetings''' and '''Reception of Email''' (this field is required),
* '''Beginning Date of Event''' corresponds with the left date in the '''Date''' field (this field is required),
* '''End Date of Event''' corresponds with the right date in the '''Date''' field (this field is required),
* '''Email From''' is not corresponding to any field for now on Dolibarr but since this field is present in Dolibarr AP, it is possible that is the next updates a dedicated Mail Sender field will be available on Dolibarr interface (this field is optional),
* '''Email Subject''' is also not corresponding to any field for now on Dolibarr and as the the previous one we can expect to the a dedicated field appears is the next updates (this field is optional).


<br />
[[File:Add event dolibarr.png|center|thumb|Add event dolibarr]]


====Creating an event in Calendar when an event is created in Google Calendar====
====Creating an event in Calendar when an event is created in Google Calendar====
To produce this use case you will have to connect a `Google Calendar Trigger node` on the `Dolibarr node`.
To produce this use case you will have to connect a '''Google Calendar Trigger node''' on the '''Dolibarr node'''.


The `Google Calendar Trigger node` documentation can be found here https://docs.n8n.io/integrations/builtin/trigger-nodes/n8n-nodes-base.googlecalendartrigger/.
The '''Google Calendar Trigger node''' documentation can be found here https://docs.n8n.io/integrations/builtin/trigger-nodes/n8n-nodes-base.googlecalendartrigger/.


Once you have set up the `Google Calendar Trigger node` you can connect it to the `Dolibarr Create an event node`.
Once you have set up the '''Google Calendar Trigger node''' you can connect it to the '''Dolibarr Create an event node'''.


![Google Calendar Use Case](./screenshots/google_calendar_use_case.png)
![Google Calendar Use Case](./screenshots/google_calendar_use_case.png)
[[File:Google calendar use case.png|center|thumb|Google calendar use case]]


One possible configuration to have the wanted informations is to enter to same informations as the screenshot.
One possible configuration to have the wanted informations is to enter to same informations as the screenshot.


Be sure to select `Expression` mode on fields that use the previous node informations.
Be sure to select '''Expression''' mode on fields that use the previous node informations.


You can either type or drag and drop from the left window which field you want to have from the Google Calendar Event.
You can either type or drag and drop from the left window which field you want to have from the Google Calendar Event.
Line 92: Line 92:
Here :
Here :


- `{{$json.summary }}` correspond to the Google Caldendar Name,
- <code>json.summary</code> correspond to the Google Caldendar Name,


- `{{$json.htmlLink }}` correspond to the Google Caldendar URL (doing this is optional, description can be empty as explained before, entering the URL only facilitate the Google Calendar event access from Dolibarr),
- `{{$json.htmlLink }}` correspond to the Google Caldendar URL (doing this is optional, description can be empty as explained before, entering the URL only facilitate the Google Calendar event access from Dolibarr),
Lpierson002
34

edits

Retrieved from "https://wiki.dolibarr.org/index.php/Special:MobileDiff/56429"

Navigation menu