#818 OIC --> Insight --> embeddable Dashboards

A big thanks to my colleague Sandhya for her help here. 

Scenario here is very simple - I have a Visual Builder app that allows users to register their eCars, BMW i3's and the like. These registration requests are sent on to approvers who then say Ye or Ne.

Topping all of this off are a couple of Insight dashboards that give business users insight into what's going on in the business process.

Here is my simple VB app  - 

Here is the simple Process approval form -

Here is my simple Insight Console and a couple of its dashboards -

Now the dashboards look great, but my business execs don't want to have to login to OIC to see such.

Here's where the embeddable Insight dashboards come in. 

This is a November 20 release feature.

Here I will embed a couple of dashboards in a Visual Builder page.

A simple exercise, well explained in the Insight docs available here

Essentially I need to build an url that will include the dashboards I want to present on the external page.

These IDs are listed in the Console Manifest -

So I want to add the Milestone Summary and ECars by PLZ (Postal Code).

My url parameters are then as follows - 

 

I can try the url is a browser, just leave out the output=embed -

 

I try again with layout=2,2

 

Now to embed this in my Visual Builder page, via iFrame -

Code is simple - 

Drop a Flex Container onto the page - and then add the iFrame

 

Run the VB App -

#812 OIC Nov 20 Release - Documentation etc.

 Starting point, as always, the What's New doc, available here

Next, the official ORCL integration blog, available here - 

Enjoy the November Release. Looking forward to your feedback.

#811 - OIC Nov 20 Release - Netsuite adapter New Features

 Searching on Item

Item and Transaction are super records which can have many constituent types.

For example -

Inventory Items - physical products that can be bought or sold.

Assembly Items - physical components that need to be assembled into a finished product.

There are also non-inventory items e.g. for digital assets etc.

Before November - 

Now - 

In this simple example I will select an Inventory item, based on its internalId.  

The mapping is as follows - Note I am filtering on mapped fields -

 

operator is set to anyOf as this is a MultiSelectFieldOperator

I activate and test - btw. another new November 20 Release feature is that the body you use when testing is saved between tests -

The only response field I map is the display name.

Now a quick look at the structure returned by Netsuite -

Note the different item types, listed under recordList.

Now I test for this Assembly Item with the internalId 724.

I don't need to change the request mapping -

The Response mapping has been changed -

I activate and test -

#810 OIC Nov 20 Release New Features - Insight

You can now map the following integration actions to your Insight model -

Throw New Fault, Log , Switch and Notification.

So here is an example of such - an Insight model of top of an Opportunity to Order scenario.

I will simplify this somewhat by implementing a REST Trigger based integration that creates a Sales Order in Netsuite.

Large Sales Orders (over 10k) are sent to a Process for human approval.

My Netsuite setup is as follows -

Note the internal id 3029

Note the customer internal id in the url - 19804

Note the currency internal id in the url - 4

I will use the following basic integration as a starting point -

As you can see - it works -

I validate the Sales Order in Netsuite -

So this is how it goes - the following integration is called from the CRM app - the request data containing opportunityId and the salient order fields - product, price, customer etc.

The logic is pretty simple -

Check if the order value is over €10k. 

If so - check if the amount is over €15k - then give a 10% discount.

In either case, this large order needs to be manually approved.

Probably the simplest approvals process ever, but you get the idea.

The process invokes the callback integration -

 

Again, very simple.

If the order as been approved then call the CreateSalesOrder integration .

If not, raise a BusinessFault.

Now that we have theses pieces in place, we can turn to the Insight model.

Now to mapping these to my integrations -

I map as follows -

I set the next 2 milestones in the "callback" integration -

Now to testing all of this -

I enter a large order - 

I check out my Insight Dashboard -

I approve the Order in Workspace -

I revisit the Insight Dashboard -

Tá sé sin ar fheabhas!