Build Pipeliner CRM-Connected Web Apps in Servoy

Servoy is a rapid application development and deployment platform. When paired with the CData API Driver for JDBC, users can build Pipeliner CRM-connected apps that work with live Pipeliner CRM data. This article describes how to connect to Pipeliner CRM from Servoy and build a simple web app to display and search Pipeliner CRM data.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Pipeliner CRM data. When you issue complex SQL queries to Pipeliner CRM, the driver pushes supported SQL operations, like filters and aggregations, directly to Pipeliner CRM and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying lets you work with Pipeliner CRM data using native data types.

Connect to Pipeliner CRM in Servoy Developer

To build Pipeliner CRM-connected apps, you need to first create a data provider in Servoy Developer using the CData API Driver for JDBC.

1. Install the JDBC Driver.
2. Copy the JDBC Driver JAR file. (cdata.jdbc.api.jar) to the /application_server/drivers/ directory in the installation directory for Servoy.
3. Open Servoy Developer.
4. In the Solution Explorer, right-click Database Server (under Resources) and choose "Connect to existing database" -> "empty."
   1. Name the server.
   2. Click to show the advanced server settings.

      • Set the URL, for example: jdbc:api:Profile=C:\profiles\Pipeliner.apip;ProfileSettings='User=your_api_token;Password=your_api_password;SpaceId=your_space_id;ServiceUrl=your_service_url';

        Built-In Connection String Designer

        For assistance in constructing the JDBC URL, use the connection string designer built into the Pipeliner CRM JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

        				java -jar cdata.jdbc.api.jar
        				

        Fill in the connection properties and copy the connection string to the clipboard.

        Start by setting the Profile connection property to the location of the Pipeliner CRM Profile on disk (e.g. C:\profiles\Pipeliner.apip). Next, set the ProfileSettings connection property to the connection string for Pipeliner CRM (see below).

        Pipeliner CRM API Profile Settings

        Navigate to Administration > Obtain API Key within your Pipeliner CRM workspace to retrieve the API Token, API Password, Space ID, and Service URL.

        👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
        
      • Select the Driver class you just copied, for example, cdata.jdbc.api.APIDriver
   👁 Connecting to data through the JDBC Driver (Salesforce is shown).
   

Build a Pipeliner CRM-Connected Web App

Once you have configured the connection to Pipeliner CRM in the Servoy Developer resources, you are ready to build apps with access to live Pipeliner CRM data.

Create a New Solution

1. In the Server Explorer, right-click "All solutions" and select "Create new solution."
2. Name the solution.
3. Select the checkbox to include the "search" module.
4. Click "Finish."

Create a New Form

Right-click "Forms" and select "Create new form."

1. Name the form.
2. Select a Datasource.
3. Set the type (e.g., Simple) and click "Finish."

Add a Data Grid to the Form

1. Drag a Data Grid component (from Servoy NG-Grids) onto the form.

2. Drag a column component onto the Data Grid and set the "dataprovider" property for each column component to a column from the Pipeliner CRM "table" (e.g., Success from the Account table).

   Continue adding columns as desired.

Add Searching to the App

Note that the "svySearch" extension is required to add search functionality (included by default when you create a new solution). If you did not add the extension when you created the solution or you are modifying an existing solution, you can add the search module by right-clicking Modules (in the solution) and selecting "Add Module." Select "svySearch" and click "OK."

1. Drag a Text Field component onto the Form.
2. Right-click the Form and select "Open in Script Editor."
3. Create a new variable (JavaScript) to hold the search value:

   var searchText = '';
   

4. Back on the Form, in the Text Field properties:
   1. Set the "dataprovider" property to the Form variable you just created.
   2. Double-click to add a method for the onAction event.
   3. Click to create the method in "Form," name the method (e.g., onEnter), and click "Create private."
   4. Click "OK & Show."
5. Add the following JavaScript to the JavaScript file to use the Servoy framework to implement searching bound data based on the text in the Text Field:

   var search = scopes.svySearch.createSimpleSearch(foundset).setSearchText(searchText);
   search.setSearchAllColumns();
   search.loadRecords(foundset);
   

Save and Launch the App

Save the form and JavaScript file, then click Run -> Launch NGClient to start the web app.

Download a free, 30-day trial of the CData API Driver for JDBC and start building Pipeliner CRM-connected apps with Servoy. Reach out to our Support Team if you have any questions.