Default Tagging on API-generated Transactions

Default Tagging on API-generated Transactions

If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents.

However, if one creates the Sales Order or Invoice via the API (either directly coding or using Flow or other low-code automation), none of the line items are tagged.

This makes tagging essentially useless for many business types.

The current API logic is to assume null tags unless otherwise specified. It should be changed to use the same assumptions that the UI uses (Customer and Item tags cascade down to each line item unless otherwise specified).

Those who have fully self-coded integrations can use a workaround (looking up tags for each and every line item, then applying them), but that solution is not available when using other automation tools. Even Zoho Flow doesn't allow for this.

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