Difference between revisions of "Create a JSP Page Document Template"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
 
(42 intermediate revisions by the same user not shown)
Line 1: Line 1:
==Creating the Template Page==
==Working with a JSP Page==
Follow these instructions to use a JSP page as a [[Document Template]].
 
{{Note|<br>
It is generally preferable to create an [[HTML Document Template]], due to their wider scope of usability.
:''Learn more:'' [[JSP Attachment Deprecation]]}}
 
===Creating the Template Page===
# Start by creating a JSP/Html [[Page]] in the platform.
# Start by creating a JSP/Html [[Page]] in the platform.
#: Turn off the ''Include Headers'' option for that page.
#: Turn off the ''Include Headers'' option for that page.
#: (Those headers contain platform-specific Javascript that interfere with template processing.)
#: (Those headers contain platform-specific Javascript that interfere with template processing.)
# Add boilerplate text and fixed graphics.
# Edit the page either in the platform, or using the [[Eclipse Plug-In]].
# Insert any of the Print Template Variables that are available when you [[Add a Print Template]].
# Add boilerplate text and fixed graphics
# Insert record-specific images and/or charts, as explained below.
# Use JSP code and the platform APIs to control page content, as explained below.


==Inserting Template Variables==
===Accessing Record Information===
# Begin to [[Add a Print Template]] or '''[Edit]''' an existing template.<br>The [[Template Variable Tool]] appears.
{{:Get Object and Record ID from the Request Object}}
# Select the '''Category''' of fields to choose from.<br>(Fields in the current object or [[Related Objects]], User fields, or Company fields)
===Processing Related Records===
# Under '''Fields''', scroll down the list to find fields in the current record or in a [[Lookup]] target record.
Use the Java [[searchRecords]] API on the [[Related Object]], selecting all records whose lookup-field value matches the current record ID.
# Select the field to add.<br>The variable name appears.<br>
# Copy the variable name to the clipboard.
# In the template page, paste the variable name you copied.


==Inserting an Image Stored in an Object Record==
For example, when the ClaimItems object has a lookup to Claims. When processing a Claim with record ID 1234, search for ClaimItems records who have claim lookup field with that value.
{{:Common:HTML_IMG_Tag}}


==Inserting a Chart==
===Using APIs===
{{:Common:HTML_CHART_Tag}}
{{:Common:Using APIs}}
<noinclude>
<noinclude>



Latest revision as of 01:04, 21 March 2014

Working with a JSP Page

Follow these instructions to use a JSP page as a Document Template.

Notepad.png

Note:
It is generally preferable to create an HTML Document Template, due to their wider scope of usability.

Learn more: JSP Attachment Deprecation

Creating the Template Page

  1. Start by creating a JSP/Html Page in the platform.
    Turn off the Include Headers option for that page.
    (Those headers contain platform-specific Javascript that interfere with template processing.)
  2. Edit the page either in the platform, or using the Eclipse Plug-In.
  3. Add boilerplate text and fixed graphics
  4. Use JSP code and the platform APIs to control page content, as explained below.

Accessing Record Information

When a JSP Page is launched from a context that is associated with a particular object record, the request object available in the JSP page contains the identifiers needed to obtain additional information from the record, using either the REST record Resource or the Java record handling APIs.

To get all of the parameters available in the request object, and their values:

<syntaxhighlight lang="java" enclose="div">

<%

 String[] params = request.getParameterValues();
 for (int i=0; i<params.length; i++)
 {
   String paramName = params[i];
   String paramValue = request.getParameter( paramName );
 }

%> </syntaxhighlight>

To obtain a record identifier from a request object sent by the platform:

With the object ID and record ID, use the getRecord API to retrieve the record.
<syntaxhighlight lang="java" enclose="div">

<%

 String object_id = request.getParameter("object_id");
 String record_id = request.getParameter("record_id");

%> </syntaxhighlight>

Notepad.png

Note: Although the object_id is alphanumeric, it can be used in any API that requires an object name.

To obtain a record identifier from a request object sent by a Custom Action button:

This code gets the record IDs and uses the searchRecords API to retrieve the records:
<syntaxhighlight lang="java" enclose="div">

<%

 // Get the object ID and the comma separated list of record IDs
 String object_id = request.getParameter("object_id");
 String selectedRecords = request.getParameter("selectedRecords"); 
 // Break the comma-separated list into record IDs. 
 // Join them with "OR" operands for use when searching for the records
 String filterCriteria = "";
 if (selectedRecords != null)
 {
   StringTokenizer st = new StringTokenizer(selectedRecords,",");
   while (st.hasMoreTokens())
   {
     if ( !"".equals(filterCriteria.trim()))
     {
        // Criteria string isn't empty, and we're adding another expression
        // Prefix the new expression with a boolean OR operator
        filterCriteria += " OR "
     }
     filterCriteria += "record_id = "+ st.nextToken();
   }
 }
 // Use the filter criteria to fetch the selected records
 // Here, we ask for the record_id and name fields
 Result results;
 results = Functions.searchRecords(object_id , "record_id,name", filterCriteria);
 int resultCode = results.getCode();
 if (resultCode < 0)
 {
    // Error occurred
 }
 else if (resultCode == 0)
 {
   // No records found. (This situation should never occur.)
 }
 else
 {
   // Records retrieved successfully
   // Process them here
   ParametersIterator iterator = results.getIterator();
   while(iterator.hasNext())
   {
     Parameters params = iterator.next();
     String recordID = params.get("record_id");
     String recordName = params.get("name");
     // Take additional action according to your business logic
   }
 }

%> </syntaxhighlight>

Processing Related Records

Use the Java searchRecords API on the Related Object, selecting all records whose lookup-field value matches the current record ID.

For example, when the ClaimItems object has a lookup to Claims. When processing a Claim with record ID 1234, search for ClaimItems records who have claim lookup field with that value.

Using APIs

In general, the Java APIs and REST APIs provide equivalent functionality. But there are some differences, as well. So while the Java APIs are generally more convenient to use in a JSP page, you may also want to review the functionality listed in the REST API CheatSheet.

The following Java API classes are implicitly imported into JSP Pages:

Other considerations:

  • You cannot make a database connection. (Use the Java Record Handling APIs, instead.)
  • The maximum number of loop iterations, along with other restrictions, is determined by the configuration of the platform Governors.)