📝 Overview

Yoom allows you to integrate seamlessly with Jobcan Expense Management and Workflow, enabling you to perform various operations.

In this guide, we'll provide useful tips for registering records in the general-purpose master when working with Jobcan Expense Management and Workflow.

⭐️ Prerequisites

When registering records in the general-purpose master, you need to set up a general-purpose master code, record code, and record name.

However, it’s important to note that if the record code you provide already exists, it will trigger an error due to Jobcan’s specifications.

This guide will show you how to avoid these issues during your setup.

⭐️ Tips to Avoid Duplicating General-Purpose Master Record Codes

Let's walk through an example where information entered into a Yoom form is registered into Jobcan’s general-purpose master.

Step 1: Set Up the Form

For this example, we’ll configure the form with just the necessary fields—the name, description, or memo that will be registered in the record.

Step 2: Prepare a Google Spreadsheet with a Specific Function

Create a Google Spreadsheet and in cell A1, enter this formula:

={"No" ; iferror(SEQUENCE(counta(B2:B)))}

Then, in cells B1 and C1, enter the same column names used in the form to match the answers.

Step 3: Add Records to Google Spreadsheet via Yoom’s Database Operation

Next, go back to the Yoom Flowbot editor, click the plus sign, and select the Google Spreadsheet operation.

Configure the following:

Action: Add a record
Spreadsheet ID: Choose the spreadsheet you created in Step 2
Sheet tab name: Select the sheet you want
Range: Enter A1:C
Values to be added: Reference the form output for all fields except "No"

Once you test it, you’ll see a new row is added with data in columns B and C. Since we set up the function to automatically generate numbers, a unique number will also appear in column A.

Step 4: Set a Function in a New Sheet to Retrieve the Latest Row

Now, in a different sheet within the same Google Spreadsheet, enter the following function in cell A2:

=MAX(MATCH(MAX('SHEETNAME'!A2:A)+1,'SHEETNAME'!A2:A,1),MATCH("",'SHEETNAME'!A:A,-1))

Be sure to adjust the sheet name to match the one you're using.

Step 5: Retrieve the Latest ID Using Yoom’s App Integration

Return to the Yoom Flowbot editor, click the plus sign again, and select Google Sheets. Then configure the following:

Action: Retrieve Value
Spreadsheet ID: Choose the spreadsheet from Step 2
Sheet name: Select the sheet with the function you set up in Step 4
Range: Enter A2
Direction: Column direction

Once you test it, you should see that the latest ID is successfully retrieved.

Step 6: Register the Record in the General-purpose Master

Finally, click the plus sign again, and from the app integration options, select Jobcan Expense Management and Workflow.

Then set it up as follows:

Action: Register a record in generic master
Generic master code: Copy and paste the master code from Jobcan
Generic master record code: Use the value you retrieved in Step 5
Other fields (e.g., record name): Reference the form fields from Step 1

By setting it up this way, you can ensure that the record codes are always unique and won't duplicate.

📚 Related Guides

How to Register Jobcan Expense Management and Workflow in Yoom - View Guide Here

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Tips for Registering Records in the General-Purpose Master for Jobcan Expense Management and Workflow