Evolve Integration with Enterworks

This integration allows Solution Author to design form and workflow which can interact with Enter works for data management at EnterWorks product side. Using this feature, we can get and post data into Enterworks repositories.

Below are steps which allows user to create a form solution using EnterWorks data:

  1. Just like every other data connection which we want to use in Solution, we need to create the data source’s connection first for Enter works type that is:

    1. Go to Connections page, on Data Sources tab click on Add.

    2. On Add New Connection, enter a valid connection name.

    3. Select Connection type as EnterWorks.

    4. Under Enable Site URL, enter a valid URL without a Port Number for EnterWorks setup which you want to use in the Solution.

    5. Set Enable System Creds to on and provide system creds in below steps.

    6. There are two types of authentications :

      Basic needs credentials of a valid user which exists in EnterWorks.

      Trust needs only a valid username which exist in EnterWorks. Trust is not supported yet.

    7. Provide the Date Format and Date Time Format.

    8. Click Save.

      EnterWorks connection is now ready for use.

  2. Open app and go to Solutions. Select Forms and click on Add Solution . Provide a valid Solution name. You will be redirected to composer for Solution creation.

  3. Right click on Data Connections and select Add Data Connection.

  4. On Add Data Connections add below details:

    1. Enter a valid Name.

    2. Select EnterWorks Repository type. (You can also use Enterworks Codeset).

    3. Select the data connection you created on the Connections page.

    4. Select Repository which you want to use in your Solution. (These repositories exist in EnterWorks).

    5. User Preference, Saved Set and Saved Search are optional.

    6. You can choose attributes which you want to use in the Solution.

    7. Click OK.

      Data connection is now ready.

  5. Right click on the newly created data connection.

  6. Select Create Field Mapping.

    1. On Field Mapping dialog, add Description, Group Name, Web Service Name, and Operation.

  7. Click on Next. A Field Mapping Parameters dialog will appear.

    1. It will represent the final mapping of the repository attributes.

    2. Click OK

  8. On the Form tab, select Form Data tab. Under myFields a new group will be visible named “getdatamultipleGroup”

  9. Drag and drop “getdatamultipleGroup” on the form tab.

  10. Once fields are created, select web service that you created, for fetching the EnterWorks records.

  11. You can insert a button to invoke web service.

  12. Deploy this solution and then open Form.

  13. On executing the web service, repeating table will be filled with repository records.

Note:

Follow the same steps for using other operations like Update, Update Multiple, Get, Get Multiple, Save and Save Multiple.

  • For Evolve - EnterWorks returns maximum of 1000 records when no filter is applied. The maximum number is controlled through the key EnterworksMaxReadCount. If key is not added, system will fetch maximum 500 records. If we set key value more than 1000, EnterWorks does not return any data.

  • For Portal - EnterworksMaxReadCount key does not work at Portal side. EnterWorks returns maximum 1000 records in Portal regardless of EnterworksMaxReadCount key value. If Number of Records value in widget is mentioned as 1000 or less, then same number of record are fetched on run time. If Number of records value in widget is more than 1000 then no records are fetched on run time.

EnterWorks Repository Data Connection

A Solution author can create a Data Connection of type EnterWorks repository. Author can import the attributes of repository in form and then map it with form fields.

Connection Parameters

Name Description
Columns List of attributes available in repository. Only selected attributes become part of data set.
Saved Set

Saved Set to use.

If provided, Get operation of data set will send saved set as filter either Or / and operation as per defined in Connection get Operation.

Saved Search

Saved Search to use.

If provided, Get operation of data set will send Saved Search as filter either Or / and operation as per defined in Connection get Operation.

User Preference

User Preference to use.

If provided, data connection will allow only columns available in preference.

Connection Database connection reference of type EnterWorks.
Repository EnterWorks Repository.
type Type of data connection, for example EnterWorks repository.
Note: Note: While creating EnterWorks repository data connection, list of attributes available in repository contain only those attributes which are non repeating and do not belong to any associated group.

Operations in Mapping

Get / Get Multiple

Get is used to get single record from EnterWorks repository provided in data connection and map it for form field.

Get Multiple is used to get multiple record from EnterWorks repository provided in data connection and map it to repeating form field.

If saved, set / saved search is provided in connection, then those criteria are also added to filter criteria according to operation provided in operation.

Parameters Description
Is And Operator

Currently EnterWorks only provide OR / AND operators on attributes.

If Checked : All expressions provided in filter will be sent to EnterWorks as AND operator.

If not Checked: All expressions provided in filter will be sent to EnterWorks as OR operator.

If there are multiple attributes, put all the filter objects in an array separated by ‘,’.

Example:

[{

'defaultValue':'435',

'searchTypeCode':10,

'attributeId':'[PRODUCT ID]'

},

{

'defaultValue':'50',

'searchTypeCode':16,

'attributeId':'[Price]'

}]

Filter

Dynamic filter control to build filter, based on columns in data connection and use fields from form.

Filter will be converted to format supported by EnterWorks at run time.

Raw where Clause

If provided, the above filter will only replace the data connection columns to run time ids and map the form fields in filter provided, but does not parse the filter format.

This is used for complex filter scenarios where it is not able to parse filter to EnterWorks format.

Output Values Mapping dialog to map repository attributes to form fields as output values.

Save / Save Multiple

Save is used to Create a single record in EnterWorks repository provided in data connection and map with single form fields to operation.

Save multiple is used to Create multiple records in EnterWorks repository provided in data connection and map repeating form filed to operation.

Parameters Description
Input Values Mapping dialog to map form fields as input values to repository attributes.
Output Values

Mapping dialog to map form fields to the response of operation. DataLog filed will return the result of operation.

Item ID filed will have the ID of the record created in repository.

Enforce Validate If checked, after record creation, validation is also performed and the result is shown on form.

Update/ Update Multiple

Update is used to update a single record in EnterWorks repository provided in data connection and map to single form fields.

Update multiple is used to update multiple records in EnterWorks repository provided in data connection and map to repeating form field.

Parameters Description
Enforce Validate If checked, after record creation validation is also performed and the result is shown on form.
Input Values

Mapping dialog to map form fields as input values to repository attributes.

Item ID filed is also an input filed and update operation will update the record with the provided ID.

Output Values

Mapping dialog to map form fields to the response of operation.

DataLog filed will return the result of operation.

EnterWorks CodeSet Data Connection

A Solution author can create a Data Connection of type Enterworks CodeSet.

This type of data connection is used to bind the possible values of any form field with the values available in CodeSet in EnterWorks.

Connection Parameters

Name Description
Columns

List of attributes available in code set.

Code: value of code set item.

Description: description of code set item.

Connection Database connection reference of type EnterWorks
Enterworks CodeSet EnterWorks CodeSet
type Type of data connection, for example EnterWorks CodeSet

Known Limitations

  1. Associated groups attributes are not supported in the current version.

  2. In EnterWorks, repeatable attributes with multiple values can be represented as free text or as tables. In Evolve, repeatable attributes with multiple values can be represented as free text only.

Considerations

  1. We can use Repeatable attributes as free text i.e. Repeatable attribute can be mapped like normal attribute while creating mapping. It will allow form to render the value in a single text box.