Five Things. Ten Minutes. TOOLKIT. #AUDC12

Transcription

1 Five Things. Ten Minutes. TOOLKIT.

2 Who We Are ABOUT US We re Toolkit Developers just like you Now in its fifth year, this AUDC session is one of the most popular in the Tech Track because the ideas come from real life netforum developers who are designing innovative and creative solutions every day for their organizations. Each segment in this session shows you a simple but powerful feature you can develop in netforum s Toolkit in just ten minutes*. We hope the tips and tricks you see in this session will give you ideas you can implement in your own netforum site. And maybe next year, you can present something that you did in ten minutes with the netforum Developer Toolkit. For more information please visit:

3 SAY HELLO TO OUR TEAM Meet your amazing team! photo photo photo Pradnya Devare Software Solutions Specialist National Association for Specialty Food Trade (NASFT). Todd Lockhart Director, Anthony J. Jannetti, Inc. IS/EPS Antonio Ho DBA/Programmer American Gastroenterological Association Pradnya has worked with the toolkit for about a year. This is her 2nd time at AUDC.

4 SAY HELLO TO OUR TEAM Meet your amazing team! photo Jeff Miller Jeff is the IT Architect at the Association of Certified Fraud Examiners (ACFE) in Austin, TX and has been working with netforum now for over 5 years. Prior to working with association s more than 60,000 members, Jeff was the IT Director at Promesa Enterprises and an independent Technical/Business Consultant for companies like Sysco Foods, the US Postal Service, Schlumberger and Dell. Sheryl Sanders Sheryl Sanders has been an IT professional for nearly 20 years. She currently serves as senior programmer for The Institute of Internal Auditors in Altamonte Springs, Fla., where she is responsible for managing the global organization s membership database, leading all support and upgrade initiatives. Her career with The IIA started in 1984 as an integral member of the Certifications Department, where she developed and implemented a statistics reporting system. Shortly after that, Sheryl was recruited to work as part of the information services function to support business analyses and databases programming activities.

5 DOWNLOAD THE PRESENTATIONS That s 45 Things in all We ll post all the presentations, from 2008 through today, after the conference. 450 minutes (7 and ½ hours) of fun. To view the presentations from , join the netforum Enterprise Developers Group on the Avectra Community and go to the Resources tab.

6 eweb Document Upload Antonio Ho DBA/Programmer American Gastroenterological Association

7 Goal: a way for eweb users to upload and manage documents.

8 Solution: Create a new form from CustomerDocument Object

9 Design form copy controls from baseline form Your new form key

10 Remove/hide controls you don t need Add logic to file naming convention

11 Create a ListSql in eweb Page Detail to let user upload, view and change the document

12 ListSql {BeginPagerProperties}20{EndPagerProperties} {BeginListSQL} Select csd_key, csd_doc_key, csd_cst_key,doc_key,doc_file_name, ProfilePhoto= case when doc_file_nameis not null then '<a href="#blackhole" onclick="window.open('''+isnull(replace(doc_file_name,'''','\'''),'')+''');"><img src="'+replace(doc_file_name,' width=100></a>' end from co_customer_x_document (nolock) join co_document (nolock) on csd_doc_key = doc_key and doc_delete_flag=0 where csd_cst_key = {CustomerKey} and csd_delete_flag = 0 and doc_number like '%-photo%' {EndListSQL} <DIV>Profile Photo</DIV> <TABLE cellspacing=0 cellpadding=0 width="100%" border=0> <TR> <TD colspan=2 class=transactions_title align="right"><a class=point href="javascript:opennewwindow('dynamiceditmodal.aspx?modal=yes&formkey=<your new form key>&action=add');" >Upload Profile Picture<img src="images/add_16.gif" border=0></a></td> </tr> {BeginListDetail} <TR> <TD>{ProfilePhoto}</TD> <td><a href="javascript:opennewwindow('dynamiceditmodal.aspx?modal=yes&formkey=<your new form key>&key={csd_key}');" class=point>upload New</a></td> </TR> {EndListDetail} </table>

13 User upload documents

14 The documents also show up in iweb under Individual Documents child form You can also add an extension to send an when a user upload a document

15 Don t be Afraid of EXTENSIONS You can display ANYTHING on an iweb form by calling a stored procedure Wiki article: gives a few examples of how to do this but I m not a fan of XslGenerator and I want to control the display of the custom data based on my netforum CSS

16 Don t be Afraid of EXTENSIONS Adding Form Extension and Form Control Step 1 Add the extension to the Form Step 2 In the Form Designer, place the extension on the form using appropriate styles

17 Don t be Afraid of EXTENSIONS Step 3: Configure extension form control to call SP to populate text with balance From the Form Designer, configure the Form Control of the extension to call a Stored Procedure. Pass the parsed value of the Customer Key to the SP The SP will return a value ( Balance ) that will be output the Value Text Column when the page is viewed by an end user.

18 Web Inquiry Form Track Contact No Customer Record Ability to collect customer inquiries without creating customer records. Solution: Create custom eweb forms using prospect table and extender columns/custom tables

19 Sample (Wizard Form 1)

20 Sample (Wizard Form 2)

21 Steps Create Extender Columns/custom tables Add New Prospect List - capture GUID Create Forms Create Wizard Create Web Page

22 Form 1 - Animated Extender Column Remainder columns use baseline columns in Prospect List Detail table.

23 Link to web page Form 2

24 Link to download Form 2 (Continued)

25 Using an xweb web method to query netforum data externally Pradnya Devare Software Solutions Specialist, NASFT

26 The Goal To provide our Members with a more streamlined experience registering for badges for our Show through our external vendor by: allowing them to use the same credentials they already use on our website providing the vendor with daily updates of exhibitor details

27 The problem Our Exhibitor details are in netforum The credentials are in our website database (we don t currently have single sign on implemented) Third party vendor managing the badges needs the exhibitor information along with login credentials.

28 The Solution For the netforum piece: Created a stored procedure for exhibitor details. Created a web service and method to query netforum. Used Python code and a SOAP library to connect to it from an external location.

29 The Stored Procedure The stored proc. pulls exhibitor information, and calculates the number of badges each exhibitor is eligible for. Make sure that the stored procedure has what s required to create an XML output for xml path ('Exhibitor'), root ('Exhibitors')

30 Setting up the web method in netforum Set up the service (steps can be found in detail in the Avectra wiki)

31 The SOAP request <soapenv:envelope xmlns:soapenv=" xmlns:ns=" <soapenv:header> <ns:authorizationtoken> <ns:token>686db16e-b624-4bf0-b436-0c440fa35840</ns:token> </ns:authorizationtoken> </soapenv:header> <soapenv:body> <ns:executemethod> <ns:servicename>exhibitorinformation</ns:servicename> <ns:methodname>getexhibitorinformation</ns:methodname> <ns:parameters> <ns:parameter> <ns:name>exb_code</ns:name> <ns:value>sff2012</ns:value> </ns:parameter> </ns:parameters> </ns:executemethod> </soapenv:body> </soapenv:envelope>

32 The response <soap:envelope xmlns:soap=" xmlns:xsi=" xmlns:xsd=" <soap:header> <AuthorizationToken xmlns=" <Token>686db16e-b624-4bf0-b436-0c440fa35840</Token> </AuthorizationToken> </soap:header> <soap:body> <ExecuteMethodResponse xmlns=" <ExecuteMethodResult> <Exhibitors xmlns=""> <Exhibitor> <Receive_Date>05/16/2011</Receive_Date> <id>1002</id> <name_first>pradnya</name_first> <name_last>devare</name_last> <comp_1>maushi S CREATIVE TREATS</comp_1> <comp_2/>

33 The response (contd.) <addr_1>136 MADISON AVE</addr_1> <addr_2/> <city_id>new YORK</city_id> <state_id>ny</state_id> <zipcode>10016</zipcode> <country_name>united STATES</country_name> <DisplayBoothNumber>817</DisplayBoothNumber> <BoothNumber>817</BoothNumber> <size>200</size> <phone_num>(646) </phone_num> <fax_num>(646) </fax_num> <num_badges>10</num_badges> <exhibitor_customer_code>1002sf12</exhibitor_customer_code> <username/> <Password/> <MemberType>M</MemberType> </Exhibitor> </Exhibitors> </ExecuteMethodResult> </ExecuteMethodResponse> </soap:body> </soap:envelope> (I used SOAPUI to test the request and response)

34 The Python code - Request The request is created in the Python code. The code: Authenticates the call Creates the parameter object Calls the ExecuteMethod method, passing the web service name, method and parameters. (I used a Python SOAP client library called suds)

35 The Python code - Response The response received is XML, which can be parsed and manipulated the way you want to. In my code: I get a list of usernames and passwords for active member primary contacts from a MySQL database from the website (MySQLdb) Parse everything, match up with exhibitors Create a CSV file that now has complete information for each exhibitor FTP the file over to the vendor, where the exhibitor can log in for assigning badges

36 In conclusion Using an xweb web method and SOAP requests, netforum can be opened up to connect with other systems. More information on the Avectra wiki!

37 CERTIFICATION DROP TOOL Tying a form button to a stored procedure Problem: The Certification module provides mechanisms for granting certifications and tracking continuing education requirements. But, what happens when a certification expires? Opening every certificant record and disabling the Certified flag (and changing the status and other attributes) isn t practical for dozens of certificants, let alone thousands... or tens of thousands. Solution: Create a mechanism similar to the Drop Membership tool to automatically deactivate the Certified flag and set the certificant status to Expired and maybe do something else based upon a user-supplied expiration date parameter

38 THE SQL

39 THE SQL

40 THE FORM We start by adding a new form to netforum

41 THE FORM We re going to tie this form to the Certificant Object

42 THE FORM This form will have extension controls... soon.

43 THE FORM Time to add those extension controls.

44 THE FORM This setup allows us to access the built-in DataUtils library.

45 THE FORM DataUtils lets us execute our stored procedure as a button

46 THE FORM And this is just some userfriendly goodness... a bit of a safety net.

47 THE FORM Now we have an extension control... one more to go.

48 THE FORM This one s simple... just a text box to accept a date.

49 THE FORM Now it s time for the designed form part.

50 THE FORM ControlStyle = DataFormLabelRequire d ControlStyle = DataFormLabelWarning These are four separate Free Text boxes on a Sizable box ( with a Horizontal Rule )

51 THE FORM Now we need to add the controls... starting with the date.

52 THE FORM And then add a real date picker to the field.

53 THE FORM Just javascript to launch the proper form in a new window.

54 THE FORM The last part of the form is adding the button that fires the stored procedure.

55 THE FORM Save the completed form once you re happy with the layout.

56 THE FORM Click preview to see how it really looks in action...

57 THE FORM...and even try out the date picker control.

58 THE MENU Quick, copy the form key... you re going to need it.

59 THE MENU Then go to Overview, and select Find Group Items.

60 THE MENU This tool definitely belongs in the Certification module.

61 THE MENU Certificant is the most logical menu.

62 THE MENU And we ll just add the tool to the list of item links.

63 THE MENU This is why we needed to grab that form key.

64 THE MENU Save the item link and go to Certification, and there it is.

65 THE TOOL

66 THE TOOL Note to viewer: the original version of this presentation contains an embedded video in WMV format on this page instead of a still screen shot. You can download the version (60 MB) with the embedded video at Go to this URL at vimeo, register, and then you can download it (you can t watch the video at vimeo, instead click Dowload this video ). There is a password of audc2012 to access the page.

67 CERTIFICATION DROP TOOL Tying a form button to a stored procedure In 10 minutes - A process to expire certifications via a SQL stored procedure. A form to manage the process. An item link in the Certificant menu group to access the process.

68 THANK YOU