Build Oracle Sales-Connected Web Apps in Servoy



Use Servoy Developer to easily connect to Oracle Sales data and build web apps with connectivity to live Oracle Sales data.

Servoy is a rapid application development and deployment platform. When paired with the CData JDBC Driver for Oracle Sales, users can build Oracle Sales-connected apps that work with live Oracle Sales data. This article describes how to connect to Oracle Sales from Servoy and build a simple web app to display and search Oracle Sales data.

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

Connect to Oracle Sales in Servoy Developer

To build Oracle Sales-connected apps, you need to first create a data provider in Servoy Developer using the CData JDBC Driver for Oracle Sales.

  1. Install the JDBC Driver.
  2. Copy the JDBC Driver JAR file. (cdata.jdbc.oraclesalescloud.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:oraclesalescloud:HostURL=https://my.host.oraclecloud.com; Username=abc123; Password=abcdef;

        Built-In Connection String Designer

        For assistance in constructing the JDBC URL, use the connection string designer built into the Oracle Sales JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

        java -jar cdata.jdbc.oraclesalescloud.jar

        Fill in the connection properties and copy the connection string to the clipboard.

        Oracle Sales uses Basic authentication over SSL; after setting the following connection properties, you are ready to connect:

        • Username: Set this to the user name that you use to log into your Oracle Cloud service.
        • Password: Set this to your password.
        • HostURL: Set this to the Web address (URL) of your Oracle Cloud service.

      • Select the Driver class you just copied, for example, cdata.jdbc.oraclesalescloud.OracleSalesCloudDriver

Build a Oracle Sales-Connected Web App

Once you have configured the connection to Oracle Sales in the Servoy Developer resources, you are ready to build apps with access to live Oracle Sales 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 Oracle Sales "table" (e.g., OptyId from the Opportunities 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 JDBC Driver for Oracle Sales and start building Oracle Sales-connected apps with Servoy. Reach out to our Support Team if you have any questions.

Ready to get started?

Download a free trial of the Oracle Sales Driver to get started:

 Download Now

Learn more:

Oracle Sales Icon Oracle Sales JDBC Driver

Rapidly create and deploy powerful Java applications that integrate with Oracle Sales marketing automation platform including Leads, Contacts, Opportunities, Accounts, and more!