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Get the Report →Build Procore-Connected Web Apps in Servoy
Use Servoy Developer to easily connect to Procore data and build web apps with connectivity to live Procore data.
Servoy is a rapid application development and deployment platform. When paired with the CData API Driver for JDBC, users can build Procore-connected apps that work with live Procore data. This article describes how to connect to Procore from Servoy and build a simple web app to display and search Procore data.
With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Procore data. When you issue complex SQL queries to Procore, the driver pushes supported SQL operations, like filters and aggregations, directly to Procore 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 Procore data using native data types.
Connect to Procore in Servoy Developer
To build Procore-connected apps, you need to first create a data provider in Servoy Developer using the CData API Driver for JDBC.
- Install the JDBC Driver.
- Copy the JDBC Driver JAR file. (cdata.jdbc.api.jar) to the /application_server/drivers/ directory in the installation directory for Servoy.
- Open Servoy Developer.
- In the Solution Explorer, right-click Database Server (under Resources) and choose "Connect to existing database" -> "empty."
- Name the server.
- Click to show the advanced server settings.
Set the URL, for example: jdbc:api:Profile=C:\profiles\Procore.apip;Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;InitiateOAuth=GETANDREFRESH
Built-In Connection String Designer
For assistance in constructing the JDBC URL, use the connection string designer built into the Procore 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 Procore Profile on disk (e.g. C:\profiles\Procore.apip). Next, set the ProfileSettings connection property to the connection string for Procore (see below).
Procore API Profile Settings
To authenticate to Procore, and connect to your own data or to allow other users to connect to their data, you can use the OAuth standard.
First, you will need to register an OAuth application with Procore. You can do so by logging to your Developer Account and going to Create New App. Follow all necessary steps to register your app. First you will need to create a new version of Sandbox Manifest and then promote it to Production in order to get your Production Crendentials. Your Oauth application will be assigned a client id and a client secret.
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 specified in you app settings.
- OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
- CallbackURL: Set this to the Redirect URI that is specified in your app settings
- Select the Driver class you just copied, for example, cdata.jdbc.api.APIDriver
Build a Procore-Connected Web App
Once you have configured the connection to Procore in the Servoy Developer resources, you are ready to build apps with access to live Procore data.
Create a New Solution
- In the Server Explorer, right-click "All solutions" and select "Create new solution."
- Name the solution.
- Select the checkbox to include the "search" module.
- Click "Finish."
Create a New Form
Right-click "Forms" and select "Create new form."
- Name the form.
- Select a Datasource.
- Set the type (e.g., Simple) and click "Finish."
Add a Data Grid to the Form
- Drag a Data Grid component (from Servoy NG-Grids) onto the form.
Drag a column component onto the Data Grid and set the "dataprovider" property for each column component to a column from the Procore "table" (e.g., Id from the Companies 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."
- Drag a Text Field component onto the Form.
- Right-click the Form and select "Open in Script Editor."
- Create a new variable (JavaScript) to hold the search value:
var searchText = '';
- Back on the Form, in the Text Field properties:
- Set the "dataprovider" property to the Form variable you just created.
- Double-click to add a method for the onAction event.
- Click to create the method in "Form," name the method (e.g., onEnter), and click "Create private."
- Click "OK & Show."
- 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 Procore-connected apps with Servoy. Reach out to our Support Team if you have any questions.