Create Dynamic ApprovalMax Grids Using the Infragistics XamDataGrid

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Learn how you can connect ApprovalMax to Infragistics XamDataGrid to build dynamic grids.

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 API Driver for ADO.NET, you gain the capability to construct interactive grids, charts, and various other visual elements while directly accessing real-time data from ApprovalMax 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 ApprovalMax

The last step in building our WPG App with a dynamic DataGrid is connecting to and querying live ApprovalMax data. First add a reference to the CData ADO.NET Provider to the project (typically found in C:\Program Files\CData\CData API Driver for ADO.NET\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.API;
using System.Data;

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

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

ApprovalMax API Profile Settings

To authenticate to ApprovalMax and connect to your own data or to allow other users to connect to their data, the ApprovalMax Public API requires the OAuth 2.0 authorization code flow.

First, you will need to register an OAuth application with ApprovalMax. Sign in to the ApprovalMax Developer Portal (https://developer.approvalmax.com/applications) and create a new application. Your OAuth application will be assigned a Client ID and a Client Secret, and you must register at least one Redirect URI (Callback URL).

A Premium ApprovalMax subscription (or active trial) is required to use the Public API.

After setting the following connection properties, you are ready to connect:

  • AuthScheme: Set this to OAuth.
  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
  • OAuthClientId: Set this to the Client ID that is shown in your application settings on the ApprovalMax Developer Portal.
  • OAuthClientSecret: Set this to the Client Secret that is shown in your application settings on the ApprovalMax Developer Portal.
  • CallbackURL: Set this to the Redirect URI that is registered in your application settings.
  • Scope: (Optional) Override the default OAuth scopes. The default value openid offline_access https://www.approvalmax.com/scopes/public_api/read grants read-only access to all tables in this profile and enables refresh tokens. Use the principle of least privilege when narrowing this scope.

The OAuth Authorization URL is https://identity.approvalmax.com/connect/authorize and the Token URL is https://identity.approvalmax.com/connect/token. Both authorization_code and refresh_token grant types are supported.

private void Button_Click(object sender, RoutedEventArgs e)
{
  //connecting to ApprovalMax
  string connString = "Profile=C:\profiles\ApprovalMax.apip;AuthScheme=OAuth;InitiateOAuth=GETANDREFRESH;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackURL=your_callback_url;";
  using (var conn = new APIConnection(connString))
  {
    //using the query from the TextBox
    var dataAdapter = new APIDataAdapter(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 ApprovalMax data in our XamDataGrid. When you click "Execute," the app connects to ApprovalMax and submits the SQL query through the CData ADO.NET Provider.

Querying ApprovalMax Data

Live ApprovalMax data is displayed in the grid.

Displying ApprovalMax Data (Salesforce is shown)

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

Grouping ApprovalMax Data (Salesforce is shown)

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

Grouped and filtered ApprovalMax Data (Salesforce is shown)

Free Trial & More Information

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

Ready to get started?

Connect to live data from ApprovalMax with the API Driver

Connect to ApprovalMax