Knowledge Base - Smart Flows

Retrieve UBL data

The Retrieve UBL data flow block allows designers to fetch UBL‑compliant data and make it available to flows at runtime. The flow block is enabled under the Collect Data section for the simple flows and in all the other sections for advanced flows, simplifying access to standardized UBL data sets. Designers configure the step by selecting a UBL data set and optionally linking to an FO record. At runtime, the step returns a UBL‑structured XML payload for use in subsequent flow steps.

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Flow Block Parameters

The dropdown menus below provide all of the flow block's configuration options with detailed information and recommendations to help you configure your flow block.

Flow block customization buttons

You can further customize your flow block's parameters in several ways

  • Linked field icon'.png Users can use linked fields to map data from your data set(s).

  • User editable field icon.png Users can use edit fields to customize the flow block.

  • Delayed Output Icon.png Using delayed output settings to wait for signatures or file names of completed documents.

Flow output

The Flow Output section shows all the output parameters that are available for the block. When checked, the value of the output parameter are presented to the user who is executing the flow. Each setting that composes this output information is described in detail below:

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Index No.

Field name

Description

1

Data Size

Displays the size of the data in the output.

Basic Settings

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Index No.

Field name

Description

1

UBL Data set

Select a UBL data set for which data is retrieved during the flow execution.

2

Configuration provider

Select the eInvoice configuration provider that is specific to F&O.

3

Configuration name

Select the name of the eInvoice configuration provider that is specific to F&O.

4

Record ID

Select an entity reference that roots to the eInvoice.

5

Company

Provide the company name of the Record ID.

6

Print copy

Check this option to print a new or re-use an existing eInvoice.