Getting started
Log in to Oneflow.
Find and activate the Cinode extension by visiting https://app.oneflow.com/admin/account/extensions/cinode_prod
Copy the access token generated.
Install the Oneflow app by navigating to the Oneflow app in Cinode and press Install.
Administration > Integrations > Apps > Directory > Oneflow
Press Accept & Install.
Press Settings on the Oneflow app page in Cinode, and provide the Oneflow access token from step 3.
Adding the token from Oneflow into Cinode
When you've installed the app in Cinode via administration -> Integrations -> Catalogue -> Apps you'll have to make sure to paste the token into the Oneflow app via Cinode.
To do this, you need to click on the Oneflow app
From here you will be able to paste in the token handed to you via Oneflow
Finding and using the template in Cinode
To access your integration with Oneflow, you will need the right access and the right modules setup. To properly use Cinode with Oneflow, you'll need one of the following access rights.
Partner manager
Manager
And the business and/or partner module switched on.
Creating a Oneflow contract with the use of Cinode
Now that you're all set, it's time to bring in your first sign-on using both Cinode and Oneflow
On the won project, and when the integration is activated, you should see a new tab called "Oneflow documents."
Click +
Choose your workspace, template(s) (highlighted in the dropdown), and agreement name.
You'll probably want to add a customer contact to the agreement. Go to "Persons" tab in the project interface, press the "+" and add a Customer contact.
Then you can choose a customer contact that will be added to the Oneflow document.
When creating the agreement template, press "Open the agreement in Oneflow" instead of OK. Pressing the light blue link will take you directly to Oneflow and your template while pressing OK will exit this screen.
Now you have your first template in Oneflow, all the information about the customer you have in Cinode will have been added to the template, so make sure your customer information is up to date.
Setting up your first Cinode template in Oneflow
Please look at the official documentation on Use data fields in a template.
When choosing the Template group select Cinode Templates.
BILD
Ensure the Oneflow user intended to create documents from templates has a role with the Create documents from templates permission.
By changing the Template group, you may also convert an already created template for use with Cinode.
Time to include Roles with Project contracts
Roles are automatically included as “products” in a project contract as long as a single product table is added to the selected template.
How to add a product table to your contract
Add the product table by pressing the yellow "+" and then choose the "Product table."
When you're done adding a Product table, you'll need to press the small cogwheel and then press the "Edit Columns."
When editing, there are a couple of things to keep in mind. You'll need to add the following to your contract;
- name,
- description,
- price 1(hourly rate)
- price 2 (fixed rate),
The field "Value" is not in use and should be unticked.
Note: Price columns will only be populated if all roles have rates in the same currency as the project. So make sure that you've set the currencies the same way.
The last step will be the data field mapping. To do this you need to choose the proper fields in Cinode vis-a-vis Oneflow.
Add a product table and then press the "data field" option.
And it should look like this, in the description field you're going to need to write "Extent", "Name" etc, and then add the relevant data fields that you want from Cinode.
When you've added you're name, description, and pricing, the contract should look like the below parts.