Create Documents
erpnext.create_documents
ActionCRM & salesconnection required
Calls the ERPNext API with the connection's credentials.
Insert up to 200 documents in one request. The whole batch is one transaction, so a single failure writes nothing.
Connection
- Required
- Yes — the node will not save without one
- Auth type
- API key
- Providers
- ERPNext
- Secret shape
- {"api_key": "…", "api_secret": "…"}
- Config it needs
- base_url, doctype
- Resolved by
- config.connection_id, else node.connection_id
Configuration
2 fields, 1 required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.
| Field | Type | Required | Default | Constraints | Example |
|---|---|---|---|---|---|
doctype The DocType to act on, spelled as ERPNext spells it (e.g. 'Sales Order'). Overrides the default DocType on the connection. | string | No | — | — | Customer |
documents The documents to insert, e.g. [{"customer_name": "Acme Ltd"}, {"customer_name": "Globex"}]. At most 200; each may name its own doctype to override the one above. | array | Yes | — | ≥ 1 characters; array of object | [{"customer_name":"Acme Ltd"},{"customer_name":"Globex"}] |
Example configuration
Every value below is the contract’s own example or default — nothing invented.
{
"doctype": "Customer",
"documents": [
{
"customer_name": "Acme Ltd"
},
{
"customer_name": "Globex"
}
]
}Output
One shape.
result
| Field | Type | Example |
|---|---|---|
doctype The default DocType the batch was inserted as. | string | — |
names The names ERPNext assigned, in the order sent. | array | — |
count How many documents were created. | number | — |
requested How many documents were sent. | number | — |
{
"count": 0,
"doctype": "",
"names": [],
"requested": 0
}See Create Documents run in a workflow.
In a technical demo we add the ERPNext connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.