Create a Wave estimate draft
Use “Create a Wave estimate draft” in Recued. It runs the Wave estimate draft workflow with approval before changes are made.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (8 steps)
item_count
count
Count items in setting items
has_items
compare
Check if item count is greater than 0
business
recued-core.wave.business.read
Read business on wave
customer
recued-core.wave.customer.read
Read customer on wave
skip_create
compare
Check if has items does not equal true
created_estimate
recued-core.wave.estimate.create
Create estimate on wave
skip: step.skip_create equal true
skipped
compare
Check if skip create equals true
card
to_summary
Format results as a summary card
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Output
summary
card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
memo
setting
=
items
setting
=
[object Object]
title
setting
=
footer
setting
=
status
setting
=
DRAFT
currency
setting
=
due date
setting
=
po number
setting
=
business id
setting
=
[object Object]
customer id
setting
=
[object Object]
deposit unit
setting
=
deposit value
setting
=
estimate date
setting
=
deposit status
setting
=
estimate number
setting
=
Uses (3 operations)
Pack operation
Read business on wave
recued-core.wave.business.read
Pack operation
Read customer on wave
recued-core.wave.customer.read
Pack operation
Create estimate on wave
recued-core.wave.estimate.create
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.