currentDate in correspondence rule Pega - function

Currently working in Pega8.6.1, we want to put in an email(correspondence rule)/document a date field that shows a date plus 10 business days. The date should be 10 business days from the creation date of the email.
Have tried <%= pega_rules_datetime.pyCurrentDate.addDays("", 10, true, "") %> but am afraid I'm putting it wrong into the correspondence rule. In the generated email this formula is just shown as is.
Am fairly new with Pega so bear with me. Working now for about 2 months with Pega and afraid trying to reinvent the wheel.
Is what we are trying to establish even possible in Pega?
Thanks,
John

You can store the +10 days value in a separate property on Primary page of the email.
For example if pyWorkPage is your Primary page then you can have a separate property for example EmailPlusTen on pyWorkPage.
Then you can write something like below in a Data Transform or in an Activity rule before calling you email logic.
.EmailPlusTen = #(Pega-RULES:BusinessCalendar).addDays(#DateTime.CurrentDate("yyyyMMdd",""),10,true,"")
Then you can directly include property EmailPlusTen in your Correspondence rule by using this tag <<.EmailPlusTen>>
If you are using an activity to send the email then you can create a Parameter value and set it in the Activity before email logic.
for e.g.
Param.EmailPlusTen = #(Pega-RULES:BusinessCalendar).addDays(#DateTime.CurrentDate("yyyyMMdd",""),10,true,"")
And then include it in Email Correspondence <<Param.EmailPlusTen>>

Related

Smart Capture form to show choices from a DE?

I'm wondering if someone can possibly shed some light here, I have a smart capture form I'm building that has an add/update feature because of the primary key of "emailaddress"
I am pulling in the email address into a query string, which works great... the only thing though, is that I would like it to show a user's choice if they have already put in values into the DE previously.
For example here is the front end of the form, I would like it to show the choices a recipient already has before loading the page - similar to how it's pulling in their subscriber record. Is that possible? This page was built all with smart capture / cloud pages and a little ampscript to pull in their email address.
https://mcz5-l55x3kttqydms2vxt--5zkq.pub.sfmc-content.com/mrg20v12z2n?qs=ab0a1daabd536d524f3fc9c9356ad12470df153ed5fa9d014d7e7139de6192b957461dba656d17367648849aeb16d4db
Sounds like a preference center. You can look up values in the DE based on the email address you already have using the Lookup function. This assumes the email address variable is EmailAddress.
%%[
VAR #EventBooleanNullable2Value
SET #EventBooleanNullable2Value =
Lookup("[DE-NAME]","EventBoolean2Nullable","emailaddress", #EmailAddress)
]%%
And then in your HTML for the form you set the value of the input element like this below, assuming the values for the "EventBooleanNullable2" in the DE are true or false.
<input type="checkbox" name="EventBooleanNullable2" data-field-type="Boolean"
%%[IF #EventBooleanNullable2Value == "true" THEN]%%checked%%[ENDIF]%%>
https://ampscript.guide/lookup/

Getting the value of a particular cell with AJAX

My goal is very simple and I would guess it is a very common goal among web developers.
I am creating a Rails (5.1) application, and I simply want to use AJAX to get the value of a specific cell in a specific row of a specific table in my database (later I am going to use that value to highlight some text on the current page in the user's browser).
I have not been able to find any documentation online explaining how to do this. As I said, it seems like a basic task to ask of jquery and ajax, so I'm confused as to why I'm having so much trouble figuring it out.
For concreteness, say I have a table called 'animals', and I want to get the value of the column 'species' for the animal with 'id' = 99.
How can I construct an AJAX call to query the database for the value of 'species' for the 'animal' with 'id' = 99 .
Though some DBs provide a REST API, what we commonly do is define a route in the app to pull and return data from the DB.
So:
Add a route
Add a controller/action for that route
In that action, fetch the data from the DB and render it in your preferred format
On the client-side, make the AJAX call to that controller/action and do something with the response.

How do I insert data from a reference table to the corresponding field

I'm sorry if my question sounds confusing.I just started learning web2py recently,in this exercise I'm trying to make a simple users management webpage with the admin can assign the users theirs work lists,note and deadline
db.define_table('auth_manager',Field('name','string',requires=IS_NOT_EMPTY()))
db.define_table('manager',Field('user','string','reference user.name'),
Field('workname','text',requires=IS_NOT_EMPTY()),
Field('deadline','date'),)
db.manager.deadline.requires=IS_DATE_IN_RANGE(format=T('%Y-%m-%d'),
minimum=now,maximum=now+datetime.timedelta(60))
I thought of adding the manager's username in auth_manager table using appadmin's new record function.This is my user table
db.define_table('user',Field('name','string',requires=IS_NOT_EMPTY()),
Field('password','password'),
Field('workname','text'),
Field('deadline','date'),
format='%(name)s')
I wanted to insert workname and deadline into user table right after I add those form on manager but I couldn't find any other methods except the update or update_or_insert functions but both don't work because those fields can't be empty and their ids aren't the same value and multiple references to a single table don't work .
One last question,I want to use web2py's RBAC but the first & last name fields are often unnecessary if I want to use a full name field is there other way to do it?
Sorry for the long post,I hope I made my question clear.
You can use the tables from auth and let web2py to handle everything in between.
The following code should resolve your problem:
db.define_table('manager', 'reference auth_user'),
Field('workname', 'text', requires=IS_NOT_EMPTY()),
Field('deadline', 'date'))

"Create or update" form behavior when hitting back button

I have the following workflow on a website:
Some user John Doe declares a company through form 1
(fields: name, head office location)
After John Doe submits (HTTP POST) form 1, he is redirected (HTTP 302) to company form 2 with additional legal information about the company.
The problem is, if John Doe hits the back button of his browser during step 2, he will land on the form 1, with data filled by the browser (using values he already submitted — that's what Firefox and major browsers seem to do).
John Doe might then think he can use this form to update some information (e.g. fix a typo in the name of the company) whereas he will actually create a new company doing so, as we don't know on the server side whether he wants to declare a new company or update the one he just created.
Do you know any simple solution to handle that problem ?
Use javascript/jquery script after the page is loaded to empty all the inputs. This will prevent confusion of "updating the company".
jQuery would look something like this:
$('#elementID').val('');
You can also handle the situation by manipulating the browser history
on load of form 2, and pass the CompanyId generated on submit of form 1 using querystring. So that you can actually update the company as the user
Suppose John submits form1.html, a unique CompanyId "1001" is generated and redirected to form2.html. Now on load of form2 you can modify the browser history form1.html?companyid=1001 using
var stateObj = { foo: "bar" };
history.pushState(stateObj, "page 1", "form1.html?companyid=1001");
Now, when the user click back button and submits the form1 again. you can check for companyid in querystring and update the company.
I think it is more user-friendly when user can return back to previous form and update it (instead preventing the described behavior).
I use in most cases similar way to handle described problem:
Let's assume that user is on the page /some-page, that contains "Create new company" button.
When the user opens this page, will be executed special method createOrFindCompanyDraft() on the server-side. This method creates new company "draft" record in DB (only for the current user). For example, draft record has primary key id=473. When you execute this method again it will return the same record with the id=473 (with "draft" status). "Draft" record should't display on any other interfaces.
And "Create new company" has link /company/common/473.
When user go to /company/common/473, you display form 1, that will be filled from "draft" record. At first time user will see empty form.
Technically user will update the existing record, but you can display "Create new company" title on the page.
Then user go to form 2, for example, /company/legal-info/473, you create similar draft record for the this form (similar to step 1).
When user submit the form 2, you will remove "draft" status from the record id=473 (and any related records).
Next time when user open page /some-page, will be created new draft record for the current user.
Browser history will contain:
/some-page
/company/common/473
/company/legal-info/473
/some-page2
I like this approach, because all form only update records. You can go to previous/next form many times (for example "Back"/"Forward" browser buttons). You can close browser, and open not completed forms tomorrow. This way doesn't require any additional manipulation with the browser history.
try this
<form autocomplete="off" ...></form>
And Another
Use temporary tables or session to store the Page 1 form data. If the page 2 form is submitted use the temporary data of page 1 which is stored in database or in session.
Use a Separate key (Hidden field ) in both page 1 and page 2.
Actually I thought of a trick to obtain that "create on first post, update after" behavior (just like the user thinks it should behave).
Let's say the step 1 form is at the URL /create_company/. Then I could have that page generate a random code XXX and redirect to /create_company/?token=XXX. When I create the company I save the information that it was created through page with token XXX (for instance, I save it in user's session as we don't need to keep that information forever) and when the form is submitted, if I know that a company was already generated using this token, I know the user used the same form instance and must have used the back button since the token would be different if he explicitly asked for another company.
What do you think ? (I initially thought there should be a simpler solution, as this seems a little bit over-engineered for such a simple issue)
This is more like a UX question.
I'd think that the solution lies within the information given to the user on that form, to help them understand what they're doing.
Set a title that says 'Create a company', for example, and set your submit button as 'Create Company' will help your user with that. Use a unique id when you create the company object, and pass the id back to the same URL in order to perform an update. You should then update your title and button that tells user that they are updating instead of creating.
In that sense I'd say it's better to use a more generic URL like /company and /company?id=12345.
You could also consider using Restful API protocol to help your server identifies the CRUD operation. http://www.restapitutorial.com/lessons/httpmethods.html
Without the "routing" part of django it is hard to help. I can just answer my experience from the express.js-router functionality:
you can specify a post on /company, which is for new users.
you can specify another route for post on /company/:companyid for a changing form
and as a response from the create-post you can redirect to the different location.

MS Access 2010- How to update field on one table based on field in another table

I'm designing a database to track requests. Currently, I have a form that its' record source is based off a query "Unassigned Requests". This query is based off my table Requests, and returns all "unassigned Requests". In this form, I would like the status field to change to "Assigned", once a Tech field has been assigned to the request. I currently have the Default for the Tech Assigned field set to "Blank', and the status field set to 'Unassigned". Both of these fields are combo boxes. The status field has a control source from the request table and row source from the status table. The tech assigned field has a control source from the Tech table and the row source is based off a query.
I have tried multiple solutions that have not seemed to work. I have limited experience with Macros and VBA. I would appreciate any suggestions on solving this problem.
I am going to make some assumptions regarding your post and if any are incorrect please let me know.
You have a request form where a request is assigned to a Tech. On that form there is a dropdown for the status, and also for the Tech.
You want to make it so when the tech dropdown is filled out with a tech's name you want the dropdown to change to assigned.
If this is the case I would recommend using the Tech Assigned field's AfterUpdate event. The code would look something like this:
Private Sub cboTech_Assigned_AfterUpdate()
If Nz(Me.cboTech_Assigned.Value, "") <> "" Then
Me.cboStatus = "Assigned"
Else
Me.cboStatus = ""
End If
End Sub
Obviously you will need to adjust to your own naming scheme. I should also point out that I don't even know if that Nz function is needed, I have just gotten into the habit of putting it everywhere. If I misunderstood something about what you want to do please let me know!