DataBind Wijmo Grid to Act CRM Data

The API Server, when paired with the ADO.NET Provider for Act CRM (or any of 200+ other ADO.NET Providers), provides Act CRM data as Web services, which enable connectivity to live data. This article shows how to consume JSONP-formatted Act CRM data from a Wijmo Grid.

Set Up the API Server

Follow the steps below to begin producing secure Act CRM OData services:

Deploy

The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.

The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.

Connect to Act CRM

After you deploy the API Server and the ADO.NET Provider for Act CRM, provide authentication values and other connection properties needed to connect to Act CRM by clicking Settings -> Connections and adding a new connection in the API Server administration console.

The User and Password properties, under the Authentication section, must be set to valid Act! user credentials. In addition to the authentication values, see the following:

• Connecting to Act! Premium

  In addition to the authentication values, the URL to Act! is also required; for example https://eup1-iis-04.eu.hosted.act.com/.

  Additionally, you must specify the ActDatabase you will connect to. This is found by going to the About Act! Premium menu of your account, at the top right of the page, in the ? menu. Use the Database Name in the window that appears.

• Connecting to Act! Premium Cloud

  To connect to your Act! Premium Cloud account, you also need to specify the ActCloudName property. This property is found in the URL address of the Cloud account; for example https://eup1-iis-04.eu.hosted.act.com/ActCloudName/.

Note that retrieving ActCRM metadata can be expensive. It is advised that you set the CacheMetadata property to store the metadata locally.

You can then choose the Act CRM entities you want to allow the API Server to access by clicking Settings -> Resources. This article uses Activities as an example.

Authorize API Server Users

After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.

Create a Real-Time Grid

Follow the steps below to consume Act CRM data from the Wijmo JavaScript controls:

1. Load the required Wijmo, jQuery, and Knockout libraries:

   
   <script src="http://code.jquery.com/jquery-1.11.1.min.js"></script>
   <script src="http://code.jquery.com/ui/1.11.0/jquery-ui.min.js"></script>
     
   <!--Theme-->
   <link href="http://cdn.wijmo.com/themes/aristo/jquery-wijmo.css" rel="stylesheet" type="text/css">
     
   <!--Wijmo Widgets CSS-->
   <link href="http://cdn.wijmo.com/jquery.wijmo-pro.all.3.20161.90.min.css" rel="stylesheet" type="text/css">
     
   <!--Wijmo Widgets JavaScript-->
   <script src="http://cdn.wijmo.com/jquery.wijmo-open.all.3.20161.90.min.js"></script>
   <script src="http://cdn.wijmo.com/jquery.wijmo-pro.all.3.20161.90.min.js"></script>
   <script src="http://cdn.wijmo.com/interop/wijmo.data.ajax.3.20161.90.js"></script>
    
   <!--Knockout JS Library-->
   <!-- Both of the links below can work -->
   <script src="http://cdn.wijmo.com/wijmo/external/knockout-2.2.0.js"></script> 
   <!--<script src="http://cdn.wijmo.com/amd-js/3.20161.90/knockout-3.1.0.js"></script>--> 
   
   <!--Wijmo Knockout Integration Library-->
   <script src="http://cdn.wijmo.com/interop/knockout.wijmo.3.20161.90.js"></script>
   

2. Create a ViewModel and connect to it using the ODataView. You will need to replace the placeholder values for the URL of the API Server, an API Server user, and the authtoken for that user.

   
   <script id="scriptInit">
   $.support.cors = true;
   var viewModel;
   
   function ViewModel() {
     var activitiesView = new wijmo.data.ODataView("http://MyServer:MyPort/api.rsc/Activities", {
     ajax: {
       dataType: "jsonp", 
       username: "MyUser",
       password: "MyAuthtoken",
       data: { "$inlinecount": null }
     },
     pageSize: 10
   });
     activitiesView.refresh();
     activitiesView.nextPage();
     this.activities = activitiesView;
     this.prevPage = function () {activitiesView.prevPage();};
     this.nextPage = function () {activitiesView.nextPage();};
   }
   
   $(document).ready(function () {
      viewModel = new ViewModel();
      ko.applyBindings(viewModel, $(".container").get(0));
   });
   </script>
   

3. DataBind: Below is a simple table with some paging buttons, which you can paste into the body section of your markup.

   
   <h2>Connect to Live Act CRM Data in Real Time</h2>
   
   <h3>Activities</h3>
   <div>
     <button title="previous page" class="pagebuttons" data-bind="click: prevPage, button: {}"><span class="ui-icon ui-icon-seek-prev" /></button>
     <button title="next page" class="pagebuttons" data-bind="click: nextPage, button: {}"><span class="ui-icon ui-icon-seek-next" /></button>
   </div>
   <table id="demo-grid" data-bind="wijgrid: { 
     data: activities, 
     showFilter: true, 
     allowPaging: true,
     pagerSettings: { position: 'none'},
     columnsAutogenerationMode: 'append',
   }" >
   </table>   
   

Below is the resulting grid. You can filter and sort through pages of Act CRM data.