LeonAI Priority ERP

priority software is an erp solution offering modules for finance, logistics, manufacturing, and hr integrating with make com enables automated workflows, streamlining business processes and data synchronization across various enterprise functions for improved efficiency limited documentation we currently can't provide complete documentation for leonai priority erp because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from leonai priority erp and public sources to create detailed guides leonai priority erp modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create a sku creates a new stock keeping unit (sku) to help you track and manage your products more efficiently activate a form procedure (deprecated) carries out various form related actions, like closing an invoice or converting a customer to a permanent status, and more activate a form procedure v2 easily manage form related tasks like processing invoices, updating customer statuses, generating dynamic documents, and creating excel reports—all in one place this enhanced v2 version offers faster performance and advanced formatting options for a smoother experience activate a procedure (eprog) easily trigger actions from your eprog forms, like printing documents, generating reports, or downloading excel files this module supports dynamic formats for all your documents, including word and excel files activate a sub form procedure this module lets you trigger specific actions or procedures on a chosen row within a sub form, making it easy to manage and automate tasks for individual entries add a text to a sub form easily add text to sub form fields—either by appending new information to what's already there or by replacing the existing content entirely, depending on your preference add a text to a sub sub form (grandchild form) easily add text to fields in a sub sub form (grandchild form) you can choose to either append new text to the existing content or completely replace it, giving you full control over how the information is updated batch operations easily combine several api actions into a single, streamlined request this helps you cut down on the number of api calls, simplifies complex workflows, and lets you manage tasks that depend on each other you can include up to 100 operations in one batch, and even reference data between them for smoother automation clear entity metadata refreshes and updates the metadata for your chosen entity to include any recent customizations or new fields you can select a specific entity to update its metadata, or leave the selection blank to refresh metadata for all entities the metadata will automatically rebuild the next time you make an api request create a customer easily add a new customer to priority erp by entering their full profile, including contact details, billing preferences, and account settings, for thorough and organized customer management create a file creates a file by taking attachment data from the extfilename column in priority erp this module turns priority data attachment records into a downloadable, easy to use file format create a form creates new priority erp records using either standard or custom forms available to your api user easily view which forms you can access and handle even complex records with related child entities create a new invoice creates new invoice records in priority erp by adding all the necessary invoice details to the main invoice form this helps you easily generate and keep track of your invoices within the system create a new offer creates a new price proposal for your products or services create a new order creates a brand new order in your system create a sub form creates new sub form records linked to your parent forms in priority erp this module lets you view and use all available sub forms—both standard and your own custom ones—so you can easily add detailed records where you need them create a sub sub form (grandchild form) creates new grandchild records within sub forms in priority erp this module lets your api user view and add both standard and custom sub sub forms (grandchild records) linked to your sub forms delete a form deletes the specified parent screen record from your data delete a sub form deletes the specified screen record from your account delete a sub sub form (grandchild form) deletes the record from a specific grandchild screen that you select get few sub forms (deprecated) retrieve several sub forms from a selected form get files or documents retrieves a screen recording file for you to download or use in your workflow get items of selected form easily search your priority erp data using consistent filters (all and or all or), sort and select specific fields, navigate through pages of results, and expand subforms—including support for date based queries get items of selected form (advanced) search for records in priority erp using advanced filters with and/or logic, sort and select specific fields, track changes since your last search, expand subforms, and easily handle large results with pagination—all in one powerful query get items of selected sub form searches for specific records within a chosen child screen based on the parameters you set get items of selected sub form (advanced) searches for specific records within a chosen child screen based on the parameters you set get items of selected sub sub form (grandchild form) searches for specific records within a chosen grandchild screen based on the parameters you set get items of selected sub sub form (advanced) searches for specific records within a selected grandchild screen based on the parameters you choose get order information fetches detailed information about a specific order get price offer information fetches detailed information about a specific price proposal record get price offers items searches for specific items or data based on the parameters you choose get text from a sub form searches for specific text within a selected child screen get text from a sub sub form (grandchild form) searches for specific text within a grandchild screen, helping you quickly find the information you need get file from url generate uri data from a provided url to prepare a file for priority upload list skus items finds items that match your specified filters make an api call allows you to make a custom api request to the service using your authorized account search customers finds customers in your database by searching with their email address or phone number search invoice information searches for specific invoice data, tax receipts, or central invoices based on your criteria search invoices items searches for specific items or data based on the parameters you choose search orders searches for specific parameters based on your chosen criteria search sku fetches detailed information about a specific sku record search selected form fetches the details of a specific parent screen record you choose update a form updates the details of a specific record you choose update a form websdk updates a specific record of your choice using the websdk update a sub form updates an existing record in the selected form with new information update a sub sub form (grandchild form) updates a record in the selected grandchild screen, allowing you to modify specific details as needed upload a document uploads a file to your selected destination templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} leonai priority erp resources you can have access to more resources related to this app on the following links https //www priority software com/il/ https //https //www priority software com/il/ https //www make com/en/integrations/leonai priority help us improve this documentation have experience with leonai priority erp? we'd 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