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Question

Connector: UI vs JS Controls in Aptify

asked on June 18, 2018

Hi all,

I'm working with a client on integrating Aptify with Laserfiche via Connector. Our end goal is to allow users to search for documents in Laserfiche based off the current city record being viewed.

The client is using the Aptify web application. Within the web application, users can have multiple record tabs open at once--for example, the user might have both the "Townville" and "Beach City" records open in different tab within the application (not different browser tabs).

Using JS controls, Connector always returns the "Name" field's value (containing the name of the city) for the left-most tab, even if the Connector button is clicked on a different tab. So, assuming "Townville" is open in the left-most tab, clicking the Connector button on the "Beach City" tab returns documents for "Townville".

We were able to circumvent this issue by using UI controls, but the UI controls were not able to select the "Name" field (no red outline when hovering over it with the target cursor), so we had to configure the profile to search based on the value of the "City" field in the address section of the record. This is fine in most cases, except those where the city's address is located in a different city. For example, the city of "Boardwalk Shores" (the value in the "Name" field) has its address in "Beach City", so performing a search via Connector from the "Boardwalk Shores" record would return documents for "Beach City", not for "Boardwalk Shore".

Thoughts? Suggestions? Any feedback will be greatly appreciated as this discrepancy means the Connector integration is only partially viable.

Thanks!

Rob

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Replies

replied on June 22, 2018

Hi Rob,

You can refer here to combine actions. You can add application for each tab in "Get Information" wizard, then Connector will find the field. 

You should add action to switch tabs to gather all data from different tabs. You need to create another profile that in "Write data to an application" action. The action has "Click the specified button" in "Write Controls" wizard. 

After two profiles are created, you can refer document to combine actions you want.

Get_Information_wizard.png
Write_Control_wizard.png
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replied on June 22, 2018

Hi Qinmei,

Thank you for the reply. I think the issue we'll run into with the approach you suggest is that the number of different record tabs (within the app, not browser tabs) will be variable--we have no way of knowing ahead of time how many tabs the user will have open when they decide to click the Connector button to return documents for a given municipality. Do you think this will this be an issue with your approach?

In any case, I will relay your suggestion to the client and try to get this configured with them.

Thanks!

Rob

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replied on June 26, 2018

My approach can only resolve the fixed number of the tabs. If the tab number is variable, Connector cannot handle it.

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