Create Dynamic Vault CRM Grids Using the Infragistics XamDataGrid

Using Infragistics WPF UI controls, you can build contemporary applications reminiscent of Microsoft Office for both desktop and touch-based devices. When coupled with the CData ADO.NET Provider for Vault CRM, you gain the capability to construct interactive grids, charts, and various other visual elements while directly accessing real-time data from Vault CRM data. This article will guide you through the process of creating a dynamic grid within Visual Studio using the Infragistics XamDataGrid control.

You will need to install the Infragistics WPF UI components to continue. Download a free trial here: https://www.infragistics.com/products/wpf.

Create a WPF Project

Open VisualStudio and create a new WPF project.

Add a TextBox for passing a SQL query to the CData ADO.NET Provider and a Button for executing the query.

👁 Adding a TextBox and Button to the App.

The XAML at this stage is as follows:

< Window
 xmlns="http://schemas.microsoft.com/winfx/2006/xaml/presentation"
 xmlns:x="http://schemas.microsoft.com/winfx/2006/xaml"
 xmlns:d="http://schemas.microsoft.com/expression/blend/2008"
 xmlns:mc="http://schemas.openxmlformats.org/markup-compatibility/2006"
 xmlns:local="clr-namespace:CDataXamDataGridGroupingListApp"
 xmlns:igWPF="http://schemas.infragistics.com/xaml/wpf" x:Class="CDataXamDataGridGroupingListApp.MainWindow"
 mc:Ignorable="d"
 Title="MainWindow" Height="450" Width="800">
 < Grid>
 < TextBox x:Name="textBox" HorizontalAlignment="Left" Height="44" TextWrapping="Wrap" Text="TextBox" VerticalAlignment="Top" Width="682" Margin="10,10,0,0"/>
 < Button x:Name="button" Content="Execute" HorizontalAlignment="Left" Margin="697,10,0,0" VerticalAlignment="Top" Width="85" Height="44"/>
 < /Grid>
< /Window>

Add and Configure a XamDataGrid

After adding the initial controls, add a XamDataGrid to the App. The component will appear in the Visual Studio toolbox.

👁 Adding the XamDataGrid to the App.

Arrange the component on the designer so that it is below the TextBox & Button and linked to the boundaries of the app.

👁 XamDataGrid Placement.

Once the XamDataGrid is placed, edit the XAML to set the XamDataGrid DataSource attribute to "{Binding}" and set the FieldSettings AllowRecordFiltering and AllowSummaries attributes to "true." Next, add an empty method as the Click event handler for the Button component. The XAML at this stage is as follows:

< Window
 xmlns="http://schemas.microsoft.com/winfx/2006/xaml/presentation"
 xmlns:x="http://schemas.microsoft.com/winfx/2006/xaml"
 xmlns:d="http://schemas.microsoft.com/expression/blend/2008"
 xmlns:mc="http://schemas.openxmlformats.org/markup-compatibility/2006"
 xmlns:local="clr-namespace:CDataXamDataGridGroupingListApp"
 xmlns:igWPF="http://schemas.infragistics.com/xaml/wpf" x:Class="CDataXamDataGridGroupingListApp.MainWindow"
 mc:Ignorable="d"
 Title="MainWindow" Height="450" Width="800">
 < Grid>
 < TextBox x:Name="textBox" HorizontalAlignment="Left" Height="44" TextWrapping="Wrap" Text="TextBox" VerticalAlignment="Top" Width="682" Margin="10,10,0,0"/>
 < Button x:Name="button" Content="Execute" HorizontalAlignment="Left" Margin="697,10,0,0" VerticalAlignment="Top" Width="85" Click="Button_Click" Height="44"/>

 < igWPF:XamDataGrid Margin="10,59,10,10" DataSource="{Binding}">
 < igWPF:XamDataGrid.FieldSettings>
 < igWPF:FieldSettings AllowSummaries="True" AllowRecordFiltering="True"/>
 < /igWPF:XamDataGrid.FieldSettings>
 < /igWPF:XamDataGrid>

 < /Grid>
< /Window>

Connect to and Query Vault CRM

The last step in building our WPG App with a dynamic DataGrid is connecting to and querying live Vault CRM data. First add a reference to the CData ADO.NET Provider to the project (typically found in C:\Program Files\CData[product_name]\lib).

👁 Adding the CData ADO.NET Provider as a Reference (Salesforce is shown.)

Next, add the Provider to the namespace, along with the standard Data library:

using System.Data.CData.VaultCRM;
using System.Data;

Finally, add the code to connect to Vault CRM and query using the text from the TextBox to the Click event handler.

You are ready to connect after specifying the following connection properties:

• Url: The host you see in the URL after you login to your account. For example: https://my-veeva-domain.veevavault.com
• User: The username you use to login to your account.
• Password: The password you use to login to your account.

private void Button_Click(object sender, RoutedEventArgs e)
{
 //connecting to Vault CRM
 string connString = "User=myuser;Password=mypassword;Server=localhost;Database=mydatabase;";
 using (var conn = new VaultCRMConnection(connString))
 {
 //using the query from the TextBox
 var dataAdapter = new VaultCRMDataAdapter(textBox.Text, conn);
 var table = new DataTable();
 dataAdapter.Fill(table);
 
 //passing the DataRowCollection to the DataContext
 // for use in the XamDataGrid
 this.DataContext = table.Rows;
 }
}

Run the Application

With the app fully configured, we are ready to display Vault CRM data in our XamDataGrid. When you click "Execute," the app connects to Vault CRM and submits the SQL query through the CData ADO.NET Provider.

👁 Querying Vault CRM Data

Live Vault CRM data is displayed in the grid.

👁 Displying Vault CRM Data (Salesforce is shown)

Group the data by dragging and dropping a column name into the header.

👁 Grouping Vault CRM Data (Salesforce is shown)

As you add groupings and filters, the underlying SQL query is submitted directly to Vault CRM, making it possible to drill down into live Vault CRM data to find only the specific information you need.

👁 Grouped and filtered Vault CRM Data (Salesforce is shown)

Free Trial & More Information

At this point, you have created a dynamic WPF App with access to live Vault CRM data. For more information, visit the CData ADO.NET Provider page. Download a free, 30-day trial and start working live Vault CRM data in apps built using the Infragistics UI controls today.