This demo shows how in under 20 mouse clicks you can create a basic web enabled application from data contained in a Spreadsheet

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);