TDV Adapter for Xero WorkflowMax

Build 22.0.8462

Views

Views are composed of columns and pseudo columns. Views are similar to tables in the way that data is represented; however, views do not support updates. Entities that are represented as views are typically read-only entities. Often, a stored procedure is available to update the data if such functionality is applicable to the data source.

Queries can be executed against a view as if it were a normal table, and the data that comes back is similar in that regard.

Dynamic views, such as queries exposed as views, and views for looking up specific combinations of project_team work items are supported.

Xero WorkflowMax Adapter Views

Name Description
Categories Return a list of all categories
ClientDocuments Return a list of all documents of the clients.
ClientNotes Return all notes of clients
InvoiceDrafts Return a list of draft invoices
InvoicePayments Return a list of invoice payments
Invoices Return a list of invoices
InvoicesJobTask Return a list of invoices related to Tasks.
JobDocuments Return a list of all documents of a job
JobMilestones Return all milestones of jobs
LeadCategories Return a list of lead categories
PurchaseOrderCosts Return all purchase order costs
QuoteDrafts Return a list of all draft quotes
Quotes Return a list of all quotes
QuotesCost Return a list of quotes related to costs.
QuotesOption Return a list of quotes related to options.
QuotesTask Return a list of quotes related to Tasks.
Tasks Return a list of all tasks
Templates Return a list of all templates

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Build 22.0.8462