Analyze JotForm Data in Infragistics Reveal

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to create on OData API on top of JotForm data and visualize live JotForm data in Infragistics Reveal.

Reveal, an offering from Infragistics, serves as a data visualization tool that seamlessly integrates with CData Connect AI. Together, they empower users to deliver dynamic dashboards using real-time data from a diverse range of data sources, including JotForm data. In this article, we will guide you through the process of connecting to JotForm via Connect AI and subsequently linking Connect AI with Infragistics Reveal to construct a straightforward dashboard.

Connect to JotForm from Infragistics Reveal

To work with live JotForm data in Infragistics Reveal, we need to connect to JotForm from Connect AI, provide user access to the connection, and create a Workspace for the JotForm data.

Connect to JotForm from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. Adding a Connection
  2. Select "JotForm" from the Add Connection panel
    3. Selecting a data source
  3. Enter the necessary authentication properties to connect to JotForm.

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

    JotForm API Profile Settings

    Find your JotForm API Key in order to authenticate. To obtain an API Key, go to 'My Account' > 'API Section' > 'Create a New API Key'. Once you've created your new API Key, you can set it in the ProfileSettings connection property.

    Custom Enterprise API Domains

    Enterprise customers of JotForm are given custom API domains to connect to, rather than the default 'api.jotform.com' domain. If you are an enterprise JotForm customer, then set Domain to you custom API hostname, such as 'your-domain.com' or 'subdomain.jotform.com', inside the ProfileSettings connection property. Conversely, if you do not have a custom domain and still need to connect to 'api.jotform.com', then leave Domain undefined and set only APIKey.

    Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add JotForm Connection page and update the User-based permissions. Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure JotForm Endpoints for Infragistics Reveal

After connecting to JotForm, create a workspace for your desired table(s).

  1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). The Workspaces page. Adding a new Workspace.
  2. Click Add to add new assets to the Workspace.
  3. Select the JotForm connection (e.g. API1) and click Next. Selecting an Asset (Salesforce is shown).
  4. Select the table(s) you wish to work with and click Confirm. Selecting Tables (Salesforce is shown).
  5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to JotForm data from Infragistics Reveal.

Create a Dashboard in Reveal

With Connect AI configured, we can visualize JotForm data in Reveal.

  1. Log into Reveal and click Dashboards -> New Adding a new dashboard
  2. Click Data Sources -> OData Feed Adding a new OData data source
  3. Specify the Connect AI OData API endpoint URL (found on the OData page): https://cloud.cdata.com/api/odata/{workspace_name} Configuring the OData URL
  4. Select Generic Credentials and
    • Set Username to a Connect AI username (e.g. [email protected])
    • Set Password to the PAT for the user
    Configuring the credentials
  5. Select the entity you wish to visualize Selecting an entity to visualize (Salesforce is shown.)
  6. Select fields and choose a chart type Visualizing data in Reveal (Salesforce is shown.)

More Information & Free Trial

At this point, you have created a simple dashboard from live JotForm data. For more information on creating OData feeds from JotForm (and more than 100 other sources), visit the Connect AI page. Sign up for a free trial and start working live JotForm data in tools that consume OData APIs.

Ready to get started?

Learn more about CData Connect AI or sign up for free trial access:

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