Expensify Create Policy

Overview

The Expensify Create Policy Snap creates a policy on an Expensify account.


Expensify Create Policy Overview

Supported Accounts

Prerequisites

A valid Expensify Account.

Snap views

Type Description Examples of upstream and downstream Snaps
Input

This Snap has exactly one document input view.

Expected input: Input request data.

Output

This Snap has at most one document output view.

Expected output: The information about the created policy.

Learn more about Error handling.

Snap settings

Note: Learn about the common controls in the Snap settings dialog.
Field/Field set Description
Label

String

Required. Specify a unique name for the Snap. Modify this to be more appropriate, especially if more than one of the same Snaps is in the pipeline.

Default value: Expensify Create Policy

Snap execution

Dropdown list
Choose one of the three modes in which the Snap executes. Available options are:
  • Validate & Execute. Performs limited execution of the Snap and generates a data preview during pipeline validation. Subsequently, performs full execution of the Snap (unlimited records) during pipeline runtime.
  • Execute only. Performs full execution of the Snap during pipeline execution without generating preview data.
  • Disabled. Disables the Snap and all Snaps that are downstream from it.

Default value: Execute only

Example: Validate & Execute

Supported Attributes for Create Policy operation

The details about attributes to be passed as input for create policy operation can be found at following link: create policy attributes.

JSON for creating policy
{
             "inputSettings": {
                    "type": "policy",
                    "policyName": "My New Policy" 
    }
}