kintone plugin series

This is a plugin that generates form records by retrieving data for a specified period from other apps based on a client master.

By collecting related data from multiple apps and distributing it across one or more tables, this plugin enables flexible document generation tailored to your needs—not only for creating invoices and payment instructions, but also for managing incoming and outgoing payments within a specified period.

Additionally, by using it in conjunction with Boost! Action and Boost! Submit, you can automate tasks such as generating document numbers, handling complex date logic, and performing tax calculations.

Download

Please install the downloaded Zip file directly to kintone without extracting it.

Installation

Adding/Deleting Plug-Ins (kintone Administration)

Adding/Deleting Plug-Ins (App Settings)

Once installed, open the plugin settings and make the operational settings.

Settings

First, the app where this plugin is installed requires several fields to store the report data.

1. Client Field	A field that refers to the client for whom the report is issued. Only Lookup fields are supported.
2. Issue Date Field	A field to store the issue date of the report. Please configure one Date field.
3. Total Amount Field	A field that stores the total amount generated by this report. Only Number or Calculated fields are supported.
4. Previous Amount Field	A field to store the most recently issued total amount. Please configure one Number field.

After placing the fields, be sure to click the "Update App" button to confirm the changes.
If the app is not updated, the fields cannot be selected in the plugin settings screen.

Next, we will explain the fields that need to be placed in the "Source App" for report details.

1. Client Field	A key field used to link with the client field in the target app. It must hold the same value as the client field in the report app.
2. Date Field	A field that holds dates such as transaction or occurrence dates, used to determine whether the data falls within the target period. Records or table rows that match the issue date will be included.

Once the preparation is complete, open the plugin settings screen, specify each field according to the displayed contents, and make additional specifications regarding the plugin execution button.

We provide a Client Group Field that allows you to filter which clients to include when generating reports — for example, by “10th of the month” or “End of month.”
Please note that this field belongs to the app referenced by the client field.

The settings for the source app and the sorting of record tables are configured from the popup screen that appears when you click the "Open Settings" button.

In kintone, it is not possible to calculate conditional totals using fields outside the table.

To work around this limitation, when both "incoming" and "outgoing" entries are mixed, please assign them to separate target fields according to their purpose.

After the data has been transferred, Boost! Action will run and perform automatic calculations based on the purpose of the form.

Below are the formulas used in the sample app along with explanations.

Target Field	Formula and Explanation
BillMonth	DATE_FORMAT(%BillingDate%,"Ym") Generates a group key based on the billing date for use with Boost! Submit's automatic numbering.
Date	IF(REPLACE(PREVROW(%Date%),"a","")=%Date%,%Date%+"a",%Date%) Adds an "a" to duplicate dates to visually separate them.
Date	IF(RIGHT(%Date%,1)="a","",%Date%) Removes the "a" suffix used to separate duplicate dates.
Sales10	IF(%Tax%="10",%UnitPrice%*%Quantity%,0) If the tax rate is "10", calculates and sets the value in the Sales10 field. This field's total will reflect only rows where Tax is "10".
Sales08	IF(%Tax%="8",%UnitPrice%*%Quantity%,0) If the tax rate is "8", calculates and sets the value in the Sales08 field. This field's total will reflect only rows where Tax is "8".
Total	%Sales10%+%Sales08%+TO_NUMBER(%Received%) Since both "incoming" and "outgoing" data are present, the values are recorded in separate fields and then totaled in this detail total column.
Breakdown	IF(TO_NUMBER(%Received%)!=0,"Payment Entry",%Breakdown%) In this sample app, the breakdown is not transferred for incoming data, so it is set by a formula.

Operation

In the record list page, when the specified conditions are met, an icon button to select the issue timing and, if configured, a dropdown to filter the target clients will appear.

When you click the displayed button, the record will be generated.

This plugin is designed to run both Boost! Action and Boost! Submit before saving a statement, ensuring that the record is saved with the results from those processes. If you need to perform tasks such as removing duplicate dates in the statement details or handling complex tax calculations, please install Boost! Action in this app and configure the necessary processing under the "After Field Value Change" event. If you wish to assign a statement number using auto-numbering, please install Boost! Submit in this app and configure the necessary processing under the "Submit on record creation" or "Submit on record editing" event.

About the execution order of the plugins

Fee

While all plugins in the Boost! series can be downloaded and used for free, after a 3-month trial period, a message prompting you to purchase a license will be displayed once a day for each installed app. To use it without displaying this message, you will need to pay an annual fee of 10,000 JPY.

Check the message content

Boost! is based on a domain license, so there is no upper limit to the number of users.

The license and fee apply to the entire Boost! series, not on a per-product basis.

Please note that for Boost! Injector and Boost! Echo, if you have not purchased a license after the 3-month trial period, you will no longer be able to use them.

Move to the license purchase page

For your interest

This site introduces a series of plugins that extend the functionality of kintone. If you have tried using kintone but feel it does not fit well with your company's operations, we also offer a free open-source web application builder. This tool allows you to easily create a system tailored to your business processes, even without any knowledge of system development. If you are interested, please visit the following URL.

https://pandafirm.jp/en/kumaneko.html