Query ApprovalMax Data in ColdFusion

The CData JDBC driver for ApprovalMax seamlessly integrates connectivity to ApprovalMax data with the rapid development tools in ColdFusion. This article shows how to connect to ApprovalMax data in ColdFusion and query ApprovalMax tables.

Create a JDBC Data Source for ApprovalMax in ColdFusion

The JDBC data source enables you to execute SQL from standard ColdFusion tags like cfquery and CFScript like executeQuery.

1. Copy the driver JAR and .lic file from the installation directory onto the ColdFusion classpath. For example, copy the files into C:\MyColdFusionDirectory\cfusion\wwwroot\WEB-INF\lib. Or, open the Java and JVM page in the ColdFusion Administrator and enter the path to the files in the ColdFusion Class Path box.

   The JAR and license for the driver are located in the lib subfolder of the installation directory.

   Restart the server after this step.

2. Add the driver as a data source:

   From the ColdFusion administrator interface, expand the Data & Services node and click Data Sources. In the Add New Data Source section, enter a name for the data source and select Other in the Driver menu.

   

3. Populate the driver properties:

   • JDBC URL: Enter connection properties in the JDBC URL. The JDBC URL begins with jdbc:api: and is followed by the connection properties in a semicolon-separated list of name=value pairs.

     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.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the ApprovalMax 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.

     

     A typical JDBC URL is below:

     jdbc:api:Profile=C:\profiles\ApprovalMax.apip;AuthScheme=OAuth;InitiateOAuth=GETANDREFRESH;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackURL=your_callback_url;

   • Driver Class: Enter the driver class. The driver class is cdata.jdbc.api.APIDriver.
   • Driver Name: Enter a user-defined name for the driver.
   • Username: Enter the username used to authenticate.
   • Password: Enter the password used to authenticate.

You can now test the connection by enabling the CData ApprovalMax data source in the Actions column. After reporting a status of OK, the ApprovalMax data source is ready for use.

Execute Queries

The cfquery tag can pass SQL statements to ApprovalMax. Use the cfqueryparam tag to create parameterized queries and prevent SQL injection through the query string.

Note: To use the cfquery and cfscript, create a .cfm file. Inside the .cfm file, write the code to execute the query (see below). Place the file directly in the root directory of your web server (e.g., wwwroot in Adobe ColdFusion). Restart the service after placing the file for the changes to take effect.

<cfquery name="APIQuery" dataSource="CDataAPI">
  SELECT * FROM UserProfiles WHERE CompanyId = <cfqueryparam value="#CompanyId#" cfsqltype="cf_sql_varchar">
</cfquery>
<cfdump var="#APIQuery#">

Below is the equivalent in CFScript:

<cfscript>
result = queryExecute(
  "SELECT * FROM UserProfiles WHERE CompanyId = ?", 
  [
    { value="00000000-0000-0000-0000-000000000000", cfsqltype="cf_sql_varchar" }
  ],
  { datasource="CDataAPI" }
);

writeDump( var= result );
</cfscript> 

You can then make requests to your .cfm like the following:

http://MyServer:8500/query.cfm?CompanyId=00000000-0000-0000-0000-000000000000