This demo shows how in under 20 mouse clicks you can create a basic web enabled application from data contained in a Spreadsheet. It also includes sample java code for calling Corticon and extracting the result using a single trigger.

Make sure you have a CSV file with all the fields you need. One field should identify the record.

In this example, the name is the identifying field

For example:


1 - Setup

2 - Applications

3 - New Application

4 - Enter name and save

5 - Add a Tab

6 - From external metadata (select CSV file)

7 - Choose Spreadsheet

8 - Browse for CSV file and choose name for Objects

9 - Map the name field of the spreadsheet to the Object and then Create

10 - Return to New Application

11 - Go to Object Definition

12 - Select Views

13 - Select All Objects

14 - Edit

15 - Configure the columns you want to see

16 - Save

17 - Return to Application

18 - Application is ready

 

 

Using the Basic Application

You can now use this app to maintain the various records.

A new record can be created:

Or an existing record can be edited:

Or viewed:

Enhancements to the Basic

The functionality of the basic app can be enhanced considerably simply by switching on various built in features.

For example you can enable:

And you can add these properties to your object:

This results in additional relevant fields being automatically added to your object.

For example location information:

Or event related information:

We’ll also see that every update is now tracked (because we enabled the Audit property):

 

And because we enabled the contact property we get the ability to send emails:

 

Phone calls, emails sent and received can be tracked using the communication log:

You will also notice that in the list of records some additional things happen:

There’s a follow up flag that you can use and items that have not yet been viewed are in bold.

 

 

Enhancing the Application by the addition of a Rules Engine

If you need to apply business rules to the records whenever they are created or updated you can use the Corticon rule engine.

Step 1 - Create and Deploy a decision service

This is not covered in this document. It is assumed you already know how to create a decision model using Corticon and deploy it to the Corticon server.

Step 2 Create an Object Script Trigger for your object

The object script has three parts:

Create the Corticon SOAP payload

You can get the correct format by exporting the SOAP from the Corticon tester:

It will look something like this:

 

Now you need to reformat it for use as a javascript string

  1. Put \ before every “
  2. Put “ at the beginning of every line
  3. Put “ + at the end of every line except the last
  4. Put “; at the end of the last line
  5. Put var XMLRequest = at the very beginning
  6. Insert substitution variables
  7. Make sure the decisionServiceName is correct
  8. Add either decisionServiceVersion or decisionServiceEffectiveDate

You should now have something that looks like this:

Actually these are the only lines that will need to change in order to invoke a different decision service:

"      decisionServiceName=\"RollbaseMedicalClaim\">" +
"      <WorkDocuments>" +
"        <Claim id=\"Claim_id_1\">" +
"          <amount>{!amount}</amount>" +
"          <typeOfSurgery>{!typeofsurgery}</typeOfSurgery>" +
"          <patient>{!patient}</patient>" +
"        </Claim>" +
"      </WorkDocuments>" +

Then you need some code to send this to Corticon and process the response

Send the XML request to Corticon

var url    = "http://localhost:8082/axis/services/Corticon";         /*Corticon URL*/
var params = {"SOAPAction":"http://soap.eclipse.corticon.com","Content-Type":"text/xml"};
var response=rbv_api.sendJSONRequest(url,xmlRequest,"POST","text/xml;charset:UTF8",null,null,params);
/*  rbv_api.println(response); for debugging */

Process the Response from Corticon

var root = rbv_api.parseXML(response);

var status = root.getElementsByTagName('ns1:status').item(0).getFirstChild().getNodeValue();
rbv_api.setFieldValue('medicalclaim', {!id}, 'status',status);

var message = root.getElementsByTagName('ns1:text').item(0).getFirstChild().getNodeValue();
rbv_api.setFieldValue('medicalclaim', {!id}, 'reason',message);

Testing the Javascript

The javascript can be tested by using the debug button in the trigger screen:

 


Appendix

Sample Javascript for a Corticon Request (Medical Claim example)

var xmlRequest=
"<?xml version=\"1.0\" encoding=\"UTF-8\"?>" +
"<SOAP-ENV:Envelope" +
"  xmlns:SOAP-ENV=\"http://schemas.xmlsoap.org/soap/envelope/\" " +
"  xmlns:SOAP-ENC=\"http://schemas.xmlsoap.org/soap/encoding/\" " +
"  xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\">" +
"  <SOAP-ENV:Body>" +
"    <CorticonRequest " +
"     xmlns=\"urn:Corticon\" " +
"     xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\" " +
"      decisionServiceName=\"RollbaseMedicalClaim\">" +
"      <WorkDocuments>" +
"        <Claim id=\"Claim_id_1\">" +
"          <amount>{!amount}</amount>" +
"          <typeOfSurgery>{!typeofsurgery}</typeOfSurgery>" +
"          <patient>{!patient}</patient>" +
"        </Claim>" +
"      </WorkDocuments>" +
"    </CorticonRequest>" +
"  </SOAP-ENV:Body>" +
"</SOAP-ENV:Envelope>";


/* DEFINE PARAMETERS */
var url = "http://localhost:8082/axis/services/Corticon";      /*Corticon URL*/
var params = {"SOAPAction":"http://soap.eclipse.corticon.com","Content-Type":"text/xml"};


/* SEND REQUEST */
var response=rbv_api.sendJSONRequest(url,xmlRequest,"POST","text/xml;charset:UTF8",null,null,params);
/* rbv_api.println(response);   FOR DEBUGGING */
var root = rbv_api.parseXML(response);


/* GET STATUS */
var status = root.getElementsByTagName('ns1:status').item(0).getFirstChild().getNodeValue();
rbv_api.setFieldValue('medicalclaim', {!id}, 'status',status);

 
/* GET MESSAGE */
var message = root.getElementsByTagName('ns1:text').item(0).getFirstChild().getNodeValue();
rbv_api.setFieldValue('medicalclaim', {!id}, 'reason',message);