Creating XML-Connected Applications in Unqork

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
You can use CData Connect AI to feed XML data to Unqork and build custom business apps.

Unqork is a completely visual, no-code application development platform that helps large organizations build complex custom software. CData Connect AI exposes XML as a REST endpoint, which you can then query from Unqork with simple HTTP requests. This enables you to create your own custom application with XML data.

You can use CData Connect AI to feed XML data to Unqork. From there you can build custom business applications in a visual, drag-and-drop interface. This article shows how to connect to XML and build workflows with live XML data in Unqork.

Connect to XML from Unqork

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

Connect to XML 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
  3. Select "XML" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to XML.

    Connecting to Local or Cloud-Stored (Box, Google Drive, Amazon S3, SharePoint) XML Files

    CData Drivers let you work with XML files stored locally and stored in cloud storage services like Box, Amazon S3, Google Drive, or SharePoint, right where they are.

    Setting connection properties for local files

    Set the URI property to local folder path.

    Setting connection properties for files stored in Amazon S3

    To connect to XML file(s) within Amazon S3, set the URI property to the URI of the Bucket and Folder where the intended XML files exist. In addition, at least set these properties:

    • AWSAccessKey: AWS Access Key (username)
    • AWSSecretKey: AWS Secret Key

    Setting connection properties for files stored in Box

    To connect to XML file(s) within Box, set the URI property to the URI of the folder that includes the intended XML file(s). Use the OAuth authentication method to connect to Box.

    Dropbox

    To connect to XML file(s) within Dropbox, set the URI proprerty to the URI of the folder that includes the intended XML file(s). Use the OAuth authentication method to connect to Dropbox. Either User Account or Service Account can be used to authenticate.

    SharePoint Online (SOAP)

    To connect to XML file(s) within SharePoint with SOAP Schema, set the URI proprerty to the URI of the document library that includes the intended XML file. Set User, Password, and StorageBaseURL.

    SharePoint Online REST

    To connect to XML file(s) within SharePoint with REST Schema, set the URI proprerty to the URI of the document library that includes the intended XML file. StorageBaseURL is optional. If not set, the driver will use the root drive. OAuth is used to authenticate.

    Google Drive

    To connect to XML file(s) within Google Drive, set the URI property to the URI of the folder that includes the intended XML file(s). Use the OAuth authentication method to connect and set InitiateOAuth to GETANDREFRESH.

    The DataModel property is the controlling property over how your data is represented into tables and toggles the following basic configurations.

    • Document (default): Model a top-level, document view of your XML data. The data provider returns nested elements as aggregates of data.
    • FlattenedDocuments: Implicitly join nested documents and their parents into a single table.
    • Relational: Return individual, related tables from hierarchical data. The tables contain a primary key and a foreign key that links to the parent document.

    See the Modeling XML Data chapter for more information on configuring the relational representation. You will also find the sample data used in the following examples. The data includes entries for people, the cars they own, and various maintenance services performed on those cars.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add XML 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 XML Endpoints for Unqork

After connecting to XML, 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 XML connection (e.g. XML1) 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 XML data from Unqork.

Create a Simple Application for XML Data

With the OData Endpoint configured for XML through Connect AI, you are ready to create a XML-connected application in Unqork. Here are the basic steps to this process:

  • Register XML (via Connect AI) as an Unqork service
  • Create a workspace in Unqork
  • Create a module-type application

Register XML (via Connect AI) as an Unqork Service

To connect to Connect AI, you need to give your environment permission to connect with an external service. Do this through Services Administration.

  1. Click the Settings drop-down at the top right corner of the Unqork Designer Platform.
  2. Click Administration.
  3. Under Integrations, click Services Administration.
  4. Enter a Service Title, for example, Connect AI.
  5. Enter a Service Name, for example, cdataConnect.
  6. Enter a Service protocol + host. This is the API endpoint you want to reference. For example, https://cloud.cdata.com/api/odata/{workspace_name}.
  7. Select Basic Auth from the Type of Authentications drop-down.
  8. Enter the Connect AI user ID (e.g. [email protected]) in the User Name field.
  9. Enter the Connect AI user PAT in the Password field. Adding a Service for Connect AI
  10. Click Add Service.

Create a Workspace

Unqork lets you create your own workspace, which is a virtual container for you and your team to store and organize your applications. Once you build a workspace, you can add applications to it.

To create a workspace:

  1. Click Create Workspace
  2. Enter a unique Workspace Name
  3. Click Create

Your workspace tile appears under the Workspaces tab.

Create a Module-Type Application

With your workspace added, you are ready to create your application. You have the choice between a module-type and workflow-type application. For this use case, make a module-type application.

  1. Navigate to the Apps tab from your open workspace.
  2. Click Create App.
  3. Enter a unique App Name.
  4. Select a preview style from the Style drop-down. A style specifies your application's appearance to your and-users. If left blank, your application uses the environment's default style.
  5. Select Module from the App Type drop-down.
  6. Select New Entrypoint Module from the App Entrypoint Module drop-down.
  7. Click Create.

You will land on the Modules tab of your new application. It should look like the following:

The Modules tab of the new application.

Click the title to name the module in the Module Editor.

To complete your application, you need the following components:

  • Hidden component: stores the data retrieved by the Plug-In
  • Initializer component: executes the Plug-In when displaying tables
  • Plug-In component: retrieves XML data through Connect AI and stores it in the Hidden component
  • ViewGrid component: creates on HTML table from the data stored in the Hidden component

Configure the Hidden Component

This Hidden component stores the XML data retrieved through Connect AI.

  1. Drag and drop a Hidden component onto your canvas.
  2. Enter a Property ID and Canvas Label Text.
  3. NOTE: Property IDs must be in Camel Case (stylized as camelCase). For example, hiddenComponent. Since the Hidden component is not visible to and-users, use your Property ID as the Canvas Label Text.

  4. Click Save.

Configure the Plug-in Component

Next, add a Plug-In component to request data from Connect AI. This component connects with the service you set up in Services Administration.

  1. Drag and drop a Plug-In component onto your canvas, placing it below the Hidden component.
  2. Enter a Property ID and Canvas Label Text.

    NOTE: You must use Camel Case (stylized as camelCase). For naming best practices, start your Plug-In's Property ID with plugin. For example, pluginGetAWProducts.

  3. Configure the Outputs table as follows:
    • Enter the Property ID of your Hidden component in the Property ID column.
    • Enter value in the Mapping column.
  4. Select External as the Service Type
  5. From the External Services drop-down, select your Connect AI service. This is the external service you set up in Services Administration.
  6. Add the specific endpoint for your Connect AI resources to the and of the Data Sources URL. For example, AdventureWorks2012_Production_Product. Highlighting a specific endpoint in Connect AI
  7. NOTE: Your Data Sources URL will have a value similar to: https://cloud.cdata.com/api/odata/{workspace_name}/AdventureWorks2012_Production_Product.

  8. Click Save.

Configure the Initializer Component

The Initializer component is what fires the Plug-In to retrieve your XML data.

  1. Drag and drop on Initializer component onto your canvas, placing it above the Plug-In component.
  2. Enter a Property ID and Canvas Label Text.

    NOTE: You must use Camel Case (stylized as camelCase). For naming best practices, start your Initializer's Property Name with init. For example, initGetAWProducts.

  3. Set New Submission as the Trigger Type.
  4. In the Outputs table, enter the following:
    • Enter the Property ID of your Plug-In in the Property ID column's field.
    • Enter trigger in the Type column's field.
    • Enter GO in the Value column's field.
  5. Click Save.

Configure the ViewGrid Component

The ViewGrid component references the data stored in your Hidden component. Then, it displays the XML data to your and-users in a dashboard (or table).

  1. Drag and drop a ViewGrid component onto your canvas, placing it below the Plug-In component.
  2. Enter a Label and Property Name.

    NOTE: You must use Camel Case (stylized as camelCase). For naming best practices, start your ViewGrid's Property Name with vg. For example, vgAWProductView.

  3. In the Inputs table, set id to the Property ID of the hidden component.
  4. In the Display table:
    • In the id column: enter the IDs of the fields you want to display.
    • In the handing column: enter the title you want for each field. This is how the field will display to your and-users.
    Configuring the ViewGrid Inputs and Display
  5. Click Save.
  6. Save your module.

Once you add and configure the above components, you can preview how your application looks to and-users. In the Module Editor, click Preview Module to see the front-facing view (or "Express View") of the module.

Your Express View module should look something like this:

Previewing the Module

More Information & Free Trial

With Connect AI and Unqork, you can easily build XML-connected applications. Request a free trial of Connect AI and start working with XML data in Unqork today.

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