New Workflow for Chorus Upload
Create a workflow for your upload task.
A workflow for Chorus Upload consists of two workflow tasks.
Embed Index Data is responsible for embedding the xml into a PDF/A-3 file. The Workflow Task will convert a PDF into a PDF/A-3. Call Function triggers Azure Function with arguments such as a Chorus Pro technical account and password. Azure Function will execute the following steps:
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Retrieving an OAuth token from PISTE.
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Uploading the file to Chorus Pro.
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Checking if the file was uploaded and processed successfully by Chorus.
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Displaying any errors occurring during processing and uploading in the workflow history and in the Chorus portal under Data Flow Overview.
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Saving the invoice in Issued Invoices accessible via the Search or the Dashboard tab if the status of the invoice is Integrated.