Build ApprovalMax-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 ApprovalMax-connected apps that work with live ApprovalMax data. This article describes how to connect to ApprovalMax from Servoy and build a simple web app to display and search ApprovalMax data.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live ApprovalMax data. When you issue complex SQL queries to ApprovalMax, the driver pushes supported SQL operations, like filters and aggregations, directly to ApprovalMax 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 ApprovalMax data using native data types.

Connect to ApprovalMax in Servoy Developer

To build ApprovalMax-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\ApprovalMax.apip;AuthScheme=OAuth;InitiateOAuth=GETANDREFRESH;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackURL=your_callback_url;

        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.

        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.

        
      • Select the Driver class you just copied, for example, cdata.jdbc.api.APIDriver
   

Build a ApprovalMax-Connected Web App

Once you have configured the connection to ApprovalMax in the Servoy Developer resources, you are ready to build apps with access to live ApprovalMax 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 ApprovalMax "table" (e.g., UserId from the UserProfiles 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 ApprovalMax-connected apps with Servoy. Reach out to our Support Team if you have any questions.