Presenters: Berit Johannessen: Ben Ray:

Transcription

1 Data: Understanding and Integrating iformbuilder data with 3rd Party Integration tools Presenters: Berit Johannessen: Ben Ray:

2 UPCOMING IFORMBUILDER EVENTS October 28, 2014 Power User Summit Pre-Event Live Training Sessions

3 TRAINING TOPICS Getting Started with Integration. Using iformbuilder POST for Integration. Examples of 3rd Party Integration Tools. Using the 3rd Party element input type. What is API?

4 Getting Started Integrating Data & Devices

5 GETTING STARTED Why Integration is Important 1. Eliminates human error. 2. Automates workflow. 3. Saves time and money. 4. More dynamic visualization of data collected = deeper understanding.

6 GETTING STARTED Natural Process of Integration 1.# Understand# Data# 2.#Define# workflow# 3.#Use# Zapier#or# Data#POST/# Feeds# 4.#Custom# Web# Services.#

7 GETTING STARTED Understand iformbuilder Data Meta Data is captured for every record by the iform application. Username Timestamp Latitude, Longitude, Altitude, Speed & Compass Direction NOTE: Data Column Names and Option List Key Values are displayed in Data, NOT LABELS. **Location data may not be available if users deny location services to iform**

8 GETTING STARTED Understand iformbuilder Data ID - The ID given to the record by the database server. PARENT_RECORD_ID - Record ID of the Parent Form (Subform record(s) only) PARENT_PAGE_ID - Page ID of the Parent Form (Subform record(s) only) PARENT_ELEMENT_ID - The Subform Element that leads to the particular subform (Subform record(s) only) CREATED_DATE - Date the record was generated (either the device or server). CREATED_BY - User that created the record (either the device or server). CREATED_LOCATION - Location where the record was created. *If created on the server, the field will say Server" CREATED_DEVICE_ID - Device ID # of the device that created the record. MODIFIED_DATE - This is the last time the record was modified (either on the device or on the server) MODIFIED_BY - User that last modified the record (either the device or server). MODIFIED_LOCATION - Location where the record was last modified. *If modified on the server, the field will say Server" MODIFIED_DEVICE_ID - Device ID # of the device which last modified the record. SERVER_MODIFIED_DATE - Date the record was last uploaded / updated on the server.

9 GETTING STARTED Understand iformbuilder Data Location Data for CREATED_LOCATION and MODIFIED_LOCATION Parameters: latitude:longitude:altitude:horizontalaccuracy:verticalaccuracy:speed:course:timestamp Data: : : : : : : : Latitude: Longitude: Altitude: Accuracy (accuracy of a coordinate value in meters.): Vertical Accuracy: Speed: Course: Timestamp:

10 GETTING STARTED Understand iformbuilder Data Views Vs. Feeds Views: Used for basic reporting view. Feeds: Use meta data, can be used to integrate with other systems.

11 Using Post for Integration

12 USING POST FOR INTEGRATION POST Data: Data delivery to the location of your choice, rather than coming to pick it up yourself (Feeds). POST Format: XML or JSON POST Type: How will the data be sent, either as raw data in the HTTP body, or as a Key/ Value pair. URL: Address of the web service you want to post to. error to the following address: If there is an error during the attempt to post, this e- mail address will receive a notification.

13 USING POST FOR INTEGRATION

14 3rd Party Integration Tools Examples

15 LINKS FOR 3RD PARTY INTEGRATION TOOLS Zapier: WebMerge: Klipfolio Dashboard: Esri ArcGIS: evaluate ZoHo Reports: iformbuilder Articles on Integration Ideas: Integration-Ideas

16 ZAPIER Over 250 Web Apps for - Project Management - Customer Relationship Management - Social Media & - Billing and Payment Processing - Document Management and more Must have a Dedicated Database account with Server Admin Login to use iformbuilder App. (Exploring plans can use Web Hook app to get POST URL.) Both accounts (and data structure) should be set-up prior to building the Zap.

17 ZAPIER Triggers New User- Triggered when a new user is created in a profile. New Form- Triggered when a new form is created in a profile. New Company Profile- Triggered when a new company is created. New Record ( Instant )- Triggered when a new record is created in a form. New Widget- Triggered when a new widget is created in a form. Actions Create User- Create a new user in a profile. Update Form Assignment Update form permissions. Update Record Assignment- Assign a record to a specific user. Create Widget- Create a new widget in a form. Create Form- Create a new form in a profile. Create Record- Create a new record in a form.

18 WEBMERGE We take your online data (online forms, orders, payments, tickets, etc) and "merge" with documents you create. We save the merge as a PDF and it directly to you and anyone you would like. Think mail merge for the web... -WebMerge Blog

19 KLIPFOLIO All your numbers united on one business dashboard. Klipfolio is a real-time business dashboard that combines power and flexibility to bring your key numbers together so you can run a better, more data-driven business. -klipfolio.com

20 iformbuilder - Esri Integration ArcConnector Forms can easily become a feature service in ArcGIS Online or Server. Existing Feature Services can become forms in iformbuilder. Integration with Esri Collector App

21 ArcConnector

22 & Ability to Call iform Application from ArcGIS Popup Configure Popup to Call iform through URL Scheme iform App is opened for Advanced Data Capture with Subforms. Submit Data and ArcGIS Feature Service is Updated

23 3rd Party Widget Integration using the device

24 3RD PARTY WIDGET 3rd Party widget is one of the newest widgets that has been added to the platform. Use to call to another application installed on the device that supports URL Scheme (ios) or any app on Android. Functionality allows for Device side APIs to be used. Pass data to and from applications. Examples 1. Make a Phone Call 2. Send a Text Message 3. Build a Custom App 4. Facetime 5. Open Maps

25 Custom Webservices When to use the API.

26 CUSTOM WEB SERVICES Code Written by developer. Redefine workflow. Full Task automation. Getting Started: API Authentication: Common-Details API Code Samples: API Version 5.1:

27 CLOSING Next Session & View Recordings Sign- Up for Future Sessions and View Recorded Training Sessions Support Options Implementation Support Training Courses KickStart Training Program Contact Us Ben Ray Berit Johannessen