Wizard: User Guide

Introduction to ZOAPIIO Wizard

Application Wizard is a super-fast and convenient way to build full-featured custom business applications on your ZOAPIIO platform. The input to the wizard is a JSON file, which can be created using any plain text editor. There is also a convenient graphical editor to create it in case you do not want to use a text editor or are not fully up to speed on the JSON file contents and its organization.

The Wizard creates the underlying database and the server APIs to manage the data. The Visualization application, bundled with forms the Web front-end of your application. The UI is modern, responsive (Mobile compatible), configurable, intuitive, and consistent.

Process is simple-

1. Describe your application, database entities/relationships, presentation, access controls, workflows, and dashboard widgets etc. in the input (JSON).
2. Let the wizard build and configure your entire application.
3. Deploy the generated application to your instance.
4. Launch the visualization app URL, point it to the generated application and start using it right away.
5. Optionally and incrementally, add customization to your project's backend and front-end as necessary. Detailed and comprehensive customization is supported by the Wizard.

Anatomy of the Wizard Config

Let us begin the tour with a minimal example - kind of the customary "Hello World". The example below is minimal to the extent that is necessary to demonstrate the core features.

• The minimal app has two entities (database tables) - AssetType and Asset.
• Asset is related to the AssetType. An asset can be of a type. In ZOAPIIO terms, this is referred to as a dependency (foreign key) relationship.
• The Asset has a child entity (one-to-many) - Servicelog, to record maintenance performed on the Asset. This is referred to as the parent-child relationship.
• A record in the child entity can only exist if the parent is created first.
• When a record in an entity is deleted, its children are automatically deleted.
• The dependency relationship works a little differently. Two entities can exist independently, and a foreign key reference is created in the dependent entity to the master.
• In our case, Asset is dependent on AssetType.
• In our example, we will add a custom logic that will automatically generate an Asset Code for the asset, when it is saved the first time.
• Our example also has a custom report page, where we will display all assets along with details of the last service performed on it.
• We will also add a custom control to the asset to compute and show, next service due date.

In the listings below, hover over the Highlighted Text to see explanatory tips.

The Configuration

This is the master application configuration that by itself is sufficient for the entire server for visualization to be generated. It contains database, presentation, and behavioral attributes of the application. If your application has customization, then references to the customization code (front-end and backend) are also put here. The visualization application runs off the APIs that are generated by the Wizard from this master configuration.

Let us start by looking at the configuration file first. You should make a Project folder on your desktop and put all project files together, starting with this.

Basicdemo.js

{
   "_comment": [
      "1. Basic Demo App to explain core features."
   ],
   "application": {
      "name": "Basicdemo",
      "title": "Basic Demo App",
      "themes": [
         {
            "name": "default"
            ,"type": "dark"
            ,"title": "Default (Dark)"
         },{
            "name": "theme-a"
            ,"type": "light"
            ,"title": "Alternate (Light)"
         }
      ],
      "userroles": ["super", "management", "operator"],
      "defaultrole": "super",
      "entities": [
         {
            "name": "setting", "label": "Settings"
	    ,"menu": "Setting"
	    ,"properties": [
            ]
	    ,"data": "setting"
	    ,"menuicon": "cogs"
	    ,"icon": "cog"
            ,"tip": "Organization Settings"
	    ,"access": { "full": ["management", "super"] }
	    ,"classification": { "open": "WWR-R-" }
         },{
            "name": "assettype", "label": "Asset Type"
            ,"menu": "Assets"
            ,"properties": [
               {
                  "name": "Category"
                  ,"label": "Asset Category"
                  ,"type": "easyselect:Asset,Resource,Inventory,Consumable,Spare"
                  ,"validation": "required", "cached": true
               },{
                  "name": "Description"
                  ,"label": "Comments"
                  ,"type": "string"
                  ,"validation": ""}
            ]
            ,"menuicon": "toolbox"
            ,"icon": "chevron-circle-right"
            ,"tip": "Asset type definition"
            ,"access": { "full": ["management", "super"] }
            ,"classification": { "open": "WWRR--" }
	    ,"dependents": [
               {
		  "name": "asset"
		  ,"property": "AssetTypeId"
               }
            ]
         },{
            "name": "assetsubtype", "label": "Asset Sub-type"
            ,"menu": "Assets"
            ,"properties": [
               {
                  "name": "Category"
                  ,"label": "Asset Category"
                  ,"type": "select:Asset,Resource,Inventory,Consumable,Spare"
                  ,"validation": "required", "cached": true
               },{"name": "AssetTypeId,AssetTypeName"
                  ,"label": "Asset Type"
                  ,"type": "entity:assettype"
                  ,"validation": "required"
                  ,"cached": true
		  ,"filter": "Category"
               },{
                  "name": "Description"
                  ,"label": "Comments"
                  ,"type": "string"
                  ,"validation": ""}
            ]
            ,"icon": "chevron-circle-down"
            ,"tip": "Asset sub-type definition"
            ,"access": { "full": ["management", "super"] }
            ,"classification": { "open": "WWRR--" }
            ,"dependents": [
               {
                  "name": "asset"
                  ,"property": "AssetSubtypeId"}
            ]
         },{
            "name": "asset", "label": "Asset"
            ,"menu": "Assets"
            ,"properties": [
               {"name": "Category"
                  ,"label": "Asset Category"
                  ,"type": "select:Asset,Resource,Inventory,Consumable,Spare"
                  ,"validation": "required", "cached": true
	       },{"name": "AssetTypeId,AssetTypeName"
                  ,"label": "Asset Type"
		  ,"type": "entity:assettype"
                  ,"validation": "required", "cached": true
		  ,"filter": "Category"
               },{"name": "AssetSubtypeId,AssetSubtypeName"
                  ,"label": "Asset Sub-type"
                  ,"type": "entity:assetsubtype"
                  ,"validation": "required"
		  ,"filter": "assettype"
               },{"name": "Ownership"
                  ,"label": "Ownership"
                  ,"type": "easyselect:Owned,Rented"
                  ,"validation": "required"
               },{"name": "SerialNo,AssetCode"
                  ,"label": "Serial Number"
                  ,"labels": ",Code"
		  ,"type": "multiple"
		  ,"types": "string,string"
                  ,"validation": ""
               },{"name": "POName,POFile"
                  ,"label": "Purchase Order"
		  ,"type": "file"
                  ,"validation": ""
               },{"name": "ServiceDue"
                  ,"label": "Service Due"
		  ,"type": "custom:BDServiceDue"
                  ,"validation": ""
               },{"name": "Description"
                  ,"label": "Description"
                  ,"type": "text"
                  ,"validation": ""
               }
            ]
            ,"icon": "tools"
            ,"tip": "An Asset"
            ,"access": { "full": ["management", "super"] }
	    ,"RESTaccess": true
	    ,"openaccess": false
            ,"classification": { "open": "WWRR--" }
	    ,"handler": { "aftersave": "ROUTINE.AfterAssetSave" }
	    ,"children": [
               {
                  "name": "servicelog"
                  ,"label": "Service Log"
		  ,"properties": [
                     {"name": "DateServiced"
                        ,"label": "Date of Service"
                        ,"type": "date"
                        ,"default": "today"
                        ,"validation": "required"
                     },{"name": "Description"
                        ,"label": "Service Comments"
                        ,"type": "string"
                        ,"validation": ""
                     }
                  ]
               }
            ]
         },{
            "name": "report", "label": "Asset Report"
	    ,"data": "report"
            ,"menu": "Assets"
	    ,"properties": [
               {"name": "AssetTypeId,AssetTypeName"
                  ,"label": "Asset Type"
                  ,"type": "entity:assettype"
                  ,"validation": "required"
               }
            ]
            ,"icon": "boxes"
            ,"tip": "The asset report"
	    ,"editor": "BDAssetReport"
            ,"access": { "full": ["management", "super"] }
            ,"classification": { "open": "------" }
         },{
            "name": "user", "label": "Users"
            ,"menu": "User"
            ,"properties": [
            ]
	    ,"data": "user"
            ,"menuicon": "user-ninja"
            ,"icon": "user"
	    ,"bootuser": "Username=admin,Password=nopassword,Name=Administrator"
            ,"access": { "full": ["management", "super"] }
            ,"classification": { "open": "WWWWRR" }
         },{
            "name": "usergroup", "label": "Teams"
            ,"menu": "User"
            ,"properties": [
            ]
	    ,"data": "usergroup", "icon": "users"
            ,"access": { "full": ["management", "super"] }
            ,"classification": { "open": "WWWWRR" }
         },{
            "name": "userprofile", "label": "My Profile"
            ,"menu": "User"
            ,"properties": [
            ]
	    ,"data": "userprofile", "icon": "users"
            ,"access": { "full": ["management", "super"] }
            ,"classification": { "open": "WWWWRR" }
         },{
            "name": "b2cuser", "label": "Customer"
            ,"menu": "User"
            ,"properties": [
            ]
	    ,"data": "b2cuser"
            ,"icon": "user-circle"
            ,"access": { "full": ["management", "super"] }
            ,"classification": { "open": "WWWWRR" }
            ,"handler": {
               "beforeregister": "ROUTINE.BeforeRegister"
               ,"afterregister": "ROUTINE.AfterRegister"
            }
         }
      ],
      "customization": {
         "scripts": [
            {
               "name": "misc"
               ,"file": "Basicdemo_misc.js"
            }
         ],
         "styles": [
            {
               "name": "misc"
               ,"file": "Basicdemo_style.css"
            }
         ],
         "helpfiles": [
            {
               "name": "basic"
               ,"title": "Essential User Guide"
	       ,"file": "Basicdemo_help.html"
            }
         ],
         "handlers": [
            {
               "name": "custom"
	       ,"file": "Basicdemo_custom.webc"
            }
         ]
      }
   }
}
	

Server-Side Customization

Basicdemo_custom.webc

<PRMLCONFIG CONFIG="RRML">
<ROUTINE NAME="AfterAssetSave">
  <BIZ-RULE OPCODE="Comment" P1="Generate the AssetCode if blank."/>
  <BIZ-RULE OPCODE="Return" CONDITION="/_IN/AssetCode > """/>
  <BIZ-RULE OPCODE="Compute" P1="/_IN/AssetCode = /_IN@__GenerateAssetCode"/>
</ROUTINE>

<METHOD NAME="GenerateAssetCode">
private String GenerateAssetCode(Node in, Node out) {
	String type=get(in, "AssetTypeName");
	String serial=get(in, "SerialNo");
	while (type.length()<2) type+="X";
	return type.substring(0,2)+serial;
}
</METHOD>
</PRMLCONFIG>
	

Client-Side Customization

Basicdemo_misc.js

// Asset Report
function BDAssetReport (divid, params, form) {
	this.divid=divid;
	this.form=form;
	this.params=params;
	this.data=null;
	//
	this.voptsrq=this.form.getProperty('voptsrq', 'env');
	this.vdatarq=this.form.getProperty('vdatarq', 'env');
	this.assettypeid=params.AssetTypeId;
	// Fetch the data from the server.
	this.getData();
}
// Class methods to implement the report.
BDAssetReport.prototype.getData = function() {
	var qry='vapp/getdata/asset+servicelog/_';
	var reqobj={}, req={}; reqobj['asset']={};
	reqobj['asset']['AssetTypeId'] = this.assettypeid;
	req[this.vdatarq]=reqobj;
	req[this.voptsrq]=[
		{'name': 'LIMIT', 'value': 100000}
	];
	this.form.getProperty([qry, req], 'query', [this.renderReport, this]);
}
BDAssetReport.prototype.renderReport = function(data) {
	this.data=data;
	var assets=data.asset||[];
	var servicelog=data.servicelog||[];
	var tabledata=[];
	var columns=[
		{'title': 'Asset Name'},
		{'title': 'Asset Type'},
		{'title': 'Ownership'},
		{'title': 'Last Service'}
	];
	for (var i in assets) {
		var d=assets[i];
		var assetid=d.Id;
		var lastservice='';
		for (var j in servicelog) {
			if (servicelog[j].ParentId == d.Id && servicelog[j].DateServiced > lastservice)
				lastservice=servicelog[j].DateServiced;
		}
		var item=[d.Name, d.AssetTypeName, d.Ownership, lastservice];
		tabledata.push(item);
	}
	var html='';
	html+='<div id="'+this.divid+'_g" style="width: 100%"></div>';
	html+='<table id="'+this.divid+'_dt" class="display compact"></table>';
	$('#'+this.divid).html(html);

	var buttons=[ 'copy', 'excel', 'pdf', 'csv', 'print' ];
	$('#'+this.divid+'_dt').DataTable({
		dom: 'Bfrtip'
		,buttons: buttons
        	,data: tabledata
        	,columns: columns
		,order: []
	});
}

// JS Class for custom Control Property - ServiceDue.
function BDServiceDue (div, names, form) {
	this.div=div;
	this.form=form;
	this.vdatarq=this.form.getProperty('vdatarq', 'env');
	this.assetid=form.getProperty('Id');
	this.render();
	this.updateValue();
}
BDServiceDue.prototype.updateValue = function() {
	// If this is an attached asset, get its availability from the host asset.
	var qry='vapp/getdata/servicelog/'+this.assetid;
	var reqobj={}, req={};
	req[this.vdatarq]=reqobj;
	var that=this;
	this.form.getProperty([qry, req], 'query', function(data) {
		var slogs=data.servicelog||[];
		var lastservice='';
		for (var i in slogs) {
			if (lastservice < slogs[i].DateServiced) lastservice=slogs[i].DateServiced;
		}
		var html='';
		html+='<span>'+lastservice+'</span>';
		$(this.div).html(html);
	});
}
BDServiceDue.prototype.render = function() {
	var html='';
	html+='<table width=100%></table>';
	$(this.div).html(html);
}
BDServiceDue.prototype.get = function(valonly) {
	if (valonly) return '';
	return [''];		// Not saved, only displayed.
}
BDServiceDue.prototype.handleFormChange = function(name) {
}
	

User Help File

Basicdemo_help.html

<!-- Single page help file. -->
<style>
body { font-family: Helvetica; color: #555; font-size: 16px; }
.content { padding: 2px 315px 0 7px; }
.title { font-size: 25px; font-family: Helvetica; color: #18335e; }
h1 { font-size: 22px; color: #222; font-family: Arial; }
h2 { font-size: 18px; color: #333; font-family: Helvetica; }
h3 { font-size: 17px; color: #555; font-family: Arial; text-decoration: underline; }
</style>

<div class="content">
<p class="title">Basic Demo App: User Guide.</p>

<h1>Introduction to Basic Demo</h1>

<p>Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean hendrerit eros convallis,
consectetur dui vel, vestibulum velit. Vivamus eget odio ex. Proin ut nulla nunc. Sed felis mi, porttitor
et dolor id, aliquam blandit felis. Cras vulputate non massa sed sollicitudin. Aliquam rutrum augue in
nulla dictum, in rhoncus est tristique. Donec at purus et risus lobortis mollis nec eget arcu. Sed tempus
velit at porttitor convallis. Quisque aliquam, turpis in auctor tincidunt, leo massa ornare nibh, nec
tempus dolor ex id sapien. Aenean mollis sapien vel magna ultrices pellentesque. Aenean eu nisl dapibus,
sodales enim sed, efficitur nisl.</p>

</div>
	

Running the Wizard

Create a folder on your desktop, where you will save the configuration files. When you save something from the WebIDE designer, it will always be saved in your Downloads folder. You will need to manually move it to your project folder. Login to the Designer and follow the Menu File > New Project > App Wizard. The Wizard page will appear.

1. If you have a Wizard configuration file saved from an earlier run, or you manually created the configuration, choose the file and click on "Load from File".
2. The JSON code will be displayed in the box below for reference only - you are not required to edit it directly.
3. To edit the configuration, click on "Visual Editor" to open the visual editor. However, you may find that using a text editor to edit the configuration is more convenient.
4. Navigate the intuitive Visual Editor and create your application definition.
5. Always locally save the configuration JSON, because it cannot be retrieved from the server. To save the JSON file locally, use "Save to File" button.
6. How much of visual editing and manual editing you want to use if up to your preferences.
7. Once ready, click on the "Continue" button. The wizard input will be validated and if all is well, you will go to the next page, where you can select the "customization" files that are a part of your application. Click "Continue".
8. The application will be generated.
9. Deploy the generated application to your instance.

Running your Application

The visualization app is available as a part of your instance. You can launch it on your generated application using the URL-

You can create multiple Wizard applications and use them as independent applications.

1. It is advised that you use the bootuser feature to automatically create the first user in the database.
2. If you have created the boot user, login using the credentials and start using the application.
3. If you have not used the boot user, then at the time of application launch, it will give you an opportunity to create the first user from the app itself.
4. Create user accounts for other users who will be using the app.

You are all set. This completes our "Getting Started" part of the guide.

In the following sections we will go through more details and nuances that almost all real-world applications require - such as workflow control, access control, documents & attachments, dashboards etc.

Regenerating the Application

You can safely regenerate the Wizard application, anytime you change the configuration.

1. If you have made any changes to the entity declarations, the tables would be regenerated without loss of data".
2. If you have not made any change to the entity declarations or server handlers, and only making change to a supporting customization file, then you should not regenerate the application.
3. Before clicking on "Continue", change "Update Artifacts Only" to Yes. The designer will only update the artifacts, without regenerating the entire application.

The Generated Application

Let us look at the generated application. You do not need to know most of these things, but you might require familiarity with the APIs that drive the visualization app. For instance,

1. You may use these APIs while building customization in your app. You will notice that in our example app above, we used one of these APIs (getdata) to fetch data from the server.
2. You may want other applications to integrate with your app using these APIs.

While calling the API from a custom front-end component (report, or control), the access rights of the logged-in user are used. For inbound integration with another application, explicit authentication must be performed before calling the services. See Integrating other Applications.

The Request/Response Object

Reproduced below are some snippets from the data schema - The hierarchical data structures that the APIs use to communicate. The REQUEST node is the abstraction of the HTTP request - GET as well as POST - for the service APIs. What you see below is not the full structure - you will notice the elements with DATATYPE names like "TYP:..." - this refers to a detailed reusable structure declared elsewhere.

  <REQUEST>
    <HTTP-HEADER NAME="Authorization"/>
    <HTTP-HEADER NAME="User-Agent"/>
    <TAG NAME="VAPP_voptsRQ" DUPLICATES="true">
      <TAG NAME="name" DATATYPE="STRING" ISKEY="true"/>
      <TAG NAME="value" DATATYPE="STRING"/>
    </TAG>
    <TAG NAME="VAPP_vechoRQ">
      <TAG NAME="ContentType" DATATYPE="STRING"/>
      <TAG NAME="FileName" DATATYPE="STRING"/>
      <TAG NAME="B64Data" DATATYPE="STRING"/>
    </TAG>
    <TAG NAME="VAPP_vanyRS">
      <TAG NAME="*ANY" DATATYPE="" DESCRIPTION="No Structure"/>
    </TAG>
    <TAG NAME="VAPP_vautoRQ">
      <TAG NAME="ColumnName" DATATYPE="STRING"/>
      <TAG NAME="EntityName" DATATYPE="STRING"/>
      <TAG NAME="ValuePrefix" DATATYPE="STRING"/>
    </TAG>
    <TAG NAME="VAPP_vloginRQ" DATATYPE="TYP:VAPP_vloginType"/>
    <TAG NAME="VAPP_vdataRQ" DATATYPE="TYP:VAPP_vdataType"/>
    <TAG NAME="VAPP_vwidgetRQ" DATATYPE="TYP:VAPP_vwidgetType"/>
    <TAG NAME="VAPP_vpushRQ" DATATYPE="TYP:VAPP_vpushType"/>
    <TAG NAME="VAPP_vprocletRQ" DATATYPE="TYP:VAPP_vprocletType"/>
  </REQUEST>
	

This is the Response message structures used by the APIs. Again, this is not the complete structure.

  <TAG NAME="Response">
    <TAG NAME="Status" DATATYPE="STRING" DUPLICATES="true"/>
    <TAG NAME="TimeStamp" DATATYPE="DATETIME"/>
    <TAG NAME="VAPP_vdataRS" DATATYPE="TYP:VAPP_vdataType"/>
    <TAG NAME="VAPP_vprocletRS" DATATYPE="TYP:VAPP_vprocletType"/>
    <TAG NAME="VAPP_vwidgetRS" DATATYPE="TYP:VAPP_vwidgetType"/>
    <TAG NAME="VAPP_vfileRS" DATATYPE="STRING"/>
    <TAG NAME="VAPP_vechoRS" DATATYPE="STRING"/>
    <TAG NAME="VAPP_vautoRS">
      <TAG NAME="result" DATATYPE="STRING" DESCRIPTION="Result Values" DUPLICATES="true">
        <TAG NAME="Value" DATATYPE="STRING"/>
        <TAG NAME="Count" DATATYPE="NUMBER"/>
      </TAG>
    </TAG>
    <TAG NAME="VAPP_vloginRS" DATATYPE="EXT:Basicdemo_userType">
      <TAG NAME="B2C" DATATYPE="TYP:Basicdemo_b2cuserType"/>
    </TAG>
    <TAG NAME="VAPP_vconfigRS">
      <TAG NAME="config" DUPLICATES="true">
        <TAG NAME="Name" DATATYPE="STRING"/>
        <TAG NAME="RecType" DATATYPE="STRING"/>
        <TAG NAME="Type" DATATYPE="STRING"/>
        <TAG NAME="Data" DATATYPE="STRING"/>
      </TAG>
    </TAG>
  </TAG>
	

Reproduced below is a section of the TYPES node. The declarations under TYPES represent the definition only - not the actual data. These structures are referenced in the schema using the TYP:... notation.

  <TYPES>
    <TAG NAME="VAPP_vdataType">
      <TAG NAME="Dashboards" DUPLICATES="true">
        <TAG NAME="Id" DATATYPE="NUMBER"/>
        <TAG NAME="Name" DATATYPE="STRING"/>
        <TAG NAME="Type" DATATYPE="STRING"/>
        <TAG NAME="Owner" DATATYPE="STRING"/>
        <TAG NAME="OwnerGroup" DATATYPE="STRING"/>
        <TAG NAME="Classification" DATATYPE="STRING"/>
        <TAG NAME="Access" DATATYPE="STRING"/>
        <TAG NAME="Data" DATATYPE="STRING"/>
        <TAG NAME="Description" DATATYPE="STRING"/>
      </TAG>
      <TAG NAME="Polygons" DUPLICATES="true">
        <TAG NAME="Id" DATATYPE="NUMBER"/>
        <TAG NAME="Name" DATATYPE="STRING"/>
        <TAG NAME="Owner" DATATYPE="STRING"/>
        <TAG NAME="OwnerGroup" DATATYPE="STRING"/>
        <TAG NAME="Classification" DATATYPE="STRING"/>
        <TAG NAME="Access" DATATYPE="STRING"/>
        <TAG NAME="Data" DATATYPE="STRING"/>
        <TAG NAME="Description" DATATYPE="STRING"/>
      </TAG>
      <TAG NAME="MessageSummary" DUPLICATES="true">
        <TAG NAME="Username" DATATYPE="STRING"/>
        <TAG NAME="UnreadCount" DATATYPE="NUMBER"/>
      </TAG>
      <TAG NAME="setting" DATATYPE="TYP:Basicdemo_settingType" DUPLICATES="true"/>
      <TAG NAME="assettype" DATATYPE="TYP:Basicdemo_assettypeType" DUPLICATES="true"/>
      <TAG NAME="asset" DATATYPE="TYP:Basicdemo_assetType" DUPLICATES="true"/>
      <TAG NAME="servicelog" DATATYPE="TYP:Basicdemo_servicelogType" DUPLICATES="true"/>
      <TAG NAME="report" DATATYPE="TYP:Basicdemo_reportType" DUPLICATES="true"/>
      <TAG NAME="user" DATATYPE="TYP:Basicdemo_userType" DUPLICATES="true"/>
      <TAG NAME="usergroup" DATATYPE="TYP:Basicdemo_usergroupType" DUPLICATES="true"/>
      <TAG NAME="b2cuser" DATATYPE="TYP:Basicdemo_b2cuserType" DUPLICATES="true"/>
      <TAG NAME="userdevice" DATATYPE="TYP:Basicdemo_userdeviceType" DUPLICATES="true"/>
      <TAG NAME="pushmessage" DATATYPE="TYP:Basicdemo_pushmessageType" DUPLICATES="true"/>
      <TAG NAME="message" DATATYPE="TYP:Basicdemo_messageType" DUPLICATES="true"/>
      <TAG NAME="workflow" DATATYPE="TYP:Basicdemo_workflowType" DUPLICATES="true"/>
      <TAG NAME="notification" DATATYPE="TYP:VAPP_vnotificationType"/>
    </TAG>
    <TAG NAME="Basicdemo_assetType">
      <TAG NAME="Id" DATATYPE="NUMBER" ISKEY="true"/>
      <TAG NAME="ParentId" DATATYPE="NUMBER"/>
      <TAG NAME="Name" DATATYPE="STRING"/>
      <TAG NAME="Owner" DATATYPE="STRING"/>
      <TAG NAME="OwnerGroup" DATATYPE="STRING"/>
      <TAG NAME="Classification" DATATYPE="STRING"/>
      <TAG NAME="Access" DATATYPE="STRING"/>
      <TAG NAME="Deleted" DATATYPE="NUMBER"/>
      <TAG NAME="UpdatedBy" DATATYPE="STRING"/>
      <TAG NAME="UpdatedAt" DATATYPE="DATETIME"/>
      <TAG NAME="AssetTypeId" DATATYPE="NUMBER"/>
      <TAG NAME="AssetTypeName" DATATYPE="STRING"/>
      <TAG NAME="Ownership" DATATYPE="STRING"/>
      <TAG NAME="SerialNo" DATATYPE="STRING"/>
      <TAG NAME="AssetCode" DATATYPE="STRING"/>
      <TAG NAME="POName" DATATYPE="STRING"/>
      <TAG NAME="POFile" DATATYPE="STRING"/>
      <TAG NAME="ServiceDue" DATATYPE="STRING"/>
      <TAG NAME="Description" DATATYPE="STRING"/>
      <TAG NAME="workflow" DATATYPE="TYP:Basicdemo_workflowType" DUPLICATES="true"/>
    </TAG>
  </TYPES>
	

Service APIs

The two most important services used in customization and integration are the services that allow you to query and update the entity data - getdata and setdata. gethistory, and dumpfile are also useful and deal with fetching data.

getdata

This service API allows you to retrieve data using a non-trivial query structure.

1. You can query data for a single entity (parent or child) or an entity along with one or more of its child entities.
2. You can provide detailed filters for each of the entities in the query.
3. There is a separate options object that can be passed to control what data and how much data should be retrieved.
4. You can optionally fetch workflow information (history/status) with each entity.

The API is accessed at the following url

Filter criteria and options are sent to the query as POST data in JSON format. An example of getdata query is-

POST http:.../wc/Basicdemo/vapp/getdata/asset+servicelog/_
{
	"vdataRQ": {
		"asset": {
			"SerialNo": "ABC%"
		},
		"servicelog": {
			"DateServiced": "2022-12-01,2022-12-31"
		},
	},
	"voptsRQ": [
		{ "name": "FETCH", "value": "SUMMARY" },
		{ "name": "LIMIT", "value": 500 }
	]
}
	

Following are the rules for specifying the filter selection-

1. If the Id value is present in the URL (Path parameter 3), then filter selection is not applied - only the record with the given Id will be returned.
2. If one or more child entities are a part of the query, filter can be specified for each entity separately - as in example above.
3. When fetching parent-child entity records together, the parent selection is run first, and the child selection is only applied to the child entities of the matching parents.

List of options-

setdata

This service API allows you to add or update entity data.

1. The record level permissions are checked before allowing the update. See Access Control.
2. The Meta properties - Id, ParentId, UpdatedBy, and UpdatedAt cannot be updated.
3. The Meta properties - Owner, OwnerGroup, Classification, and Access can be updated if your current access credentials allow you to update Privileged properties of the entity record. Caution is advised when updating these properties, because they will affect the access rights to the updated record and your own account may lose access to the record.
4. When updating a record, only the values present in the data are updated. This allows you to update only specified properties.
5. Multiple entity records of different entity types can be updated in the same API call.
6. If Id is present and is non-zero, it implies an update. If the entity record with that Id is not present, the update fails. After update, the updated record is returned.
7. If Id is not present or is zero, it implies an add. The data is added, and the newly created record is returned.

The API is accessed at the following URL

The path components are same as that for getdata. This API does not have any path parameters.

The data to be added/updated is sent to the query as POST data in JSON format. An example of setdata query is-

POST http:.../wc/Basicdemo/vapp/setdata
{
	"vdataRQ": {
		"asset": {
			"Id": 19,
			"SerialNo": "ABC0123"
		}
	}
}
	

When creating a new entity record of a child entity, you must specify the ParentId property, unless you are also creating the parent entity in the same API call.

gethistory

This service API allows you to retrieve history of changes to an entity record.

1. The generated app automatically maintains the history of changes to all records.
2. To retrieve the history, you must know the Id of the entity record. You can get it by querying the database using getdata.

The API is accessed at the following url

The query can be called using GET or POST without any post data.

dumpfile

This service API allows you to retrieve just the contents of a 'file' property from an entity record. This is used to retrieve the contents of a file property as viewable raw binary output. The value of 'file' properties returned by getdata are in a Base64 encoded form. This API gets the raw decoded file.

The API is accessed at the following url

1. The {Property Name} path parameter must refer to a file property. File properties have multiple names - use the first name from the list.
2. If the file (attachment) property refers to an image, additional path parameter 4 can be set as "thumbnail", to retrieve a thumbnail version of the image.

The query can be called using GET or POST without any post data.

Login Policy

The generated Business application tries to consider various login scenario that are typically used by organizations. Additionally, the Wizard allows you to customize the login process using server-side traps.

Your basic application includes a property-set linked to a database table by the name Z_Properties. You would use this to store application properties that need to be configurable from outside the application. The Wizard uses this property set to let you control the login behavior.

The following is the list of property names that you can add to your application. The properties can be added to your application from the Wizard config file itself (using the properties section under customization) or you can update the settings directly in the database table.

How LDAP works

The default LDAP integration used by the Wizard generated application delegates the password verification to the LDAP server and locally verifies that the user belongs to a designated Security Group. You can create multiple Security Groups in the LDAP server and designate different groups to different applications.

A local user record for the user may still need to be maintained for other settings like the role and group memberships. The locally stored password is ignored. A user login is accepted if Username/Password are accepted by the LDAP server and the user belongs to the named security group.

Operations like Change Password and Recover Password are not valid in LDAP mode. Remaining User settings and operations proceed normally as for local authentication.

How MFA works

The Wizard generated application supports 2FA using TOTP (Time based One Time Password). The user must have a mobile device and install "Google Authenticator" mobile app on it. A one-time pairing must be performed that installs a key on the Google Authenticator app. The pairing requires the user to scan a QR code from the application's pairing page.

Once paired, the Google Authenticator will generate a unique 6-digit that changes every 30 or 60 seconds. The generated code is valid only during the time window when it was generated. It is assumed that the person who is in possession of the device is the only one who can get this code. Validating against the TOTP gives an additional level of confidence that the user is who they say they are.

Within your Wizard config file, you can link certain entities to elevated security. The application will ask for 2FA before allowing operations on that entity. Once a 2FA is performed, you can control for how long that elevated security is valid. For instance, if you set it to 10 minutes, the 2FA previlege stays for 10 minutes, after which it must be renewed.

Multi Tenancy and Extranet Users

Multi-tenancy refers to a situation where the same application/database is used to service multiple user organizations. You may want to build an application and sell subscriptions to it to multiple customers - each using it like it is dedicated to them.

A significant implication of this is that the data must be stored in a silo where a tenant has visibility of only their own data.

Wizard applications have multi-tenancy feature in them. This allows an application developed for a single tenant (default) to be easily rehashed for multi-tenancy. The generated APIs have the silo separation baked into them, and the application does not have to worry about the data isolation.

Extranet refers to a situation where a user organization exposes certain features/pages of the application to a partner organization, usually their suppliers or customers. For instance, a supplier may be allowed to raise invoices and view the status of each invoice. Customers may be exposed to a Ticket sub-system, where they can raise complaints and see the progress.

Wizard applications have extranet capability as well.

Multi Tenancy

When generating the application-

1. In every entity that needs to be isolated at the tenant level, add a property (field) of type tenantscope with validation set to hidden. This field will be automatically linked to the Tenant Id of the user at the time of creation and will thereafter remain fixed. The data management APIs will automatically apply Tenant Id filter, resulting in the silo.
2. Note that the tenenantscope property needs to be there for workflow enabled entities - even if you do not have multi-tenancy in your application. This is because workflow can span across the host and tenants and workflow management needs to keep Tenant Id information.
3. Provide a beforelogin server trap handler to resolve the Tenant Id of the user at the time of login. System will not assume the Tenant Id present in the system at the time of login, because that creates a risk of cross-login. Via this handler, you must determine the Tenant Id of the Username so login process can continue. See details under customization.

When using the application-

1. When creating users, you need to specify a non-zero Tenant Id for a user when initiating the tenant onboarding.
2. Typically, you will have a Tenants table (entity) for managing the Tenants. Simply use the Id value of the Tenant row from this entity as the Tenant Id of the user.
3. When the user logs in to the application, any records they create in Tenant bound entities, will be automatically tagged to the Tenant Id of the logged in user.
4. The host user and users associated with the host organization should be created with Tenant Id set to zero.
5. The host users (Tenant Id - 0) can work with all database records of all Tenants.

Extranet Users

The application uses two User properties to manage Extranet users. The two together uniquely idenfity the extranet user. For local users the Scope is blank, and the Id is 0.

1. The User Scope Type. This refers to the type of extranet user. E.g. it can be 'customer', 'supplier' etc.
2. The User Scope Id. This refers to the unique Id of the user for that User scope type.

When generating the application-

1. Declare the external user types under externalroles in the configuration file.
2. When setting the access attribute of the entity, use ext: followed by the external role name to refer to the extranet user class of that type.
3. In entities that have binding to extranet users, declare a property of type userscope. System will manage population and scope separation for records in the entity. The user scope is fixed at the time of record creation and is set to the user creating the record.

When using the application-

1. When creating users, select the extranet user type.
2. The system will automatically assign a unique User Scope Id to the user.
3. You must follow a naming convention for the Username to make sure that all Usernames - local and external - are unique.

Integrating other Applications

The Wizard generated application is Web-API driven. This makes it very easy for an external application to get comprehensive access to its database. The APIs detailed above can be called by any external application.

Authentication

The external application must, of course, first authenticate itself before calling the APIs. Popular OAuth2 protocol is used for authenticating external applications. If you are unfamiliar with this protocol, please refer to public resources about OAuth.

1. The authentication is performed against the Users created in the visualization app. The same userid and password are used that are used for app login.
2. Every API call must carry an Authorization header so that the system can establish identity of the originator of the call.
3. There are two types of authorization headers - Basic and Bearer.
4. In Basic authorization type, the Username and Password information is coded into a single string and sent. ZOAPIIO authentication API (below) must be called using the Basic authorization.
5. If authentication is successful, the call will return a bearer token. The bearer token must be passed as the identity proof with every other ZOAPIIO API call.

The Authentication API is-

The API is called using GET or POST. Basic OAuth authorization header (with username and password) must be sent with this call. No other information needs to be passed. If successfully authenticated, the following response will be returned.

{
	"SESSIONID": "",
	"SESSIONOWNER": "",
	"INSTANCEID": "39d539e8-000001",
	"RESPONSE": {
		"Status": [
			"OK",
			"{The OAuth Token String...}"
		]
	}
}
	

The application must parse this response and extract the OAuth Token. This token should be passed as Authorization header with subsequent calls.

REST interface to your data

REST must be explicitly enabled in the master configuration file for entities that require REST access. This is done by setting the "RESTaccess" property of the entity to true. Then the entity data can be accessed using REST over the following API-

For details about REST, please refer to public resources.

Access Control

The wizard application supports access control at two levels-

1. Access to entity pages.
2. Access to entity data.

Page Access

The page access is controlled through the user role mechanism. This allows you to configure the app such that each user type (role) sees a different UI. The access property of the entity in the wizard configuration controls this - a sample is given below. There are three access types-

1. full: The user has full access to the page.
2. readonly: The update operations are disabled, and the user cannot make changes to or delete the entity records.
3. demo: This is a special access type, which works like 'full' access except that the Save operation does not actually update the database.

"access": {
	"full": ["operator", "manager"],
	"readonly": ["audit"],
	"demo": ["demo"]
}
	

1. If 'access' specification is omitted, all users are granted full access.
2. If 'access' specification is present, at least one role should be given full access. Otherwise, all users are granted full access.
3. readonly, and demo access specification is only consulted if at least one user role has full access.

Data Access

Access to entity data is controlled using an access tag associated with each entity record. Each entity record has a Owner (user) and a Group Owner (usergroup). For the purpose of record level access, each user attempting to access it is considered to be of one of the following categories:

1. Owner
2. Owner Group Member
3. Group Manager
4. Other

Data inside an entity record is itself divided into two access categories.

1. Ordinary data items
2. Privileged data items

• All entity properties defined in the wizard configuration are ordinary by default.
• Entity properties can be flagged as privileged by setting 'privileged' setting to true.
• Wizard generated fields "Access", and "Classification", which control access to the entity record, are privileged data items.

The record level access is controlled as follows:

1. A unit of access is a single character, one of (-, R, W, or D), representing none, read, write and delete access. Delete access implies Write access and Write access implies Read access.
2. For each category of user above, there is a two-character code - one for regular properties and another for privileged properties. So WR indicates write access to general properties but only read access to privileged properties.
3. The access to a record is controlled by an eight-character code - two characters for each of the user categories above in that order. So, the access control code would look something like 'DD WR WW R-'

Classification is a simpler way of defining the access code. In the wizard configuration, you define short names for access controls that you would like to use. E.g., you could say "open" represents "WWWWWWWW" (unrestricted), and "private" represents "WW------" (fully restricted). You can have other such access classes representing other intermediate settings, depending upon your requirements to control access. At the time of creating a record, the user can pick a classification, thus setting its access level.

The "Access" column in the entity table stores the access code and the "Classification" column stores the codified access tag. Usually, only one of them is present, but if Access is present, it overrides the Classification value.

Managing Attachments

File data is defined in the Wizard configuration as a regular entity property to be saved in a multitude of configurations.

1. In database as a column (optionally compressed)
2. In a local file on disk
3. In an AWS S3 bucket

How the attachments are handled and saved is controlled through the name, type, and validation attributes of the entity property.

1. The type attribute must be set to 'file'.
2. The file type is a complex property and requires multiple names (comma separated).
3. Minimum two (maximum three) names should be there - one for the file name and the other for the file data.
4. If the name attribute contains two names, the file data is stored in the table itself.
5. If there is a third name, then that is assumed to be a pointer (see format below) to an external storage where the data will be stored. Presently, local file and AWS S3 are supported - in future, support for other destinations may be added.
6. When using external storage, Wizard app uses a default mechanism for storing the data as files on disk. The default mechanism can be overridden to change the folder structure or to store it on AWS S3. When overriding the default mechanism, you must use the 'beforesave' handler mechanism of customization and provide a custom target pointer.
7. In validation (comma separated list), using 'image' implies that the attachment is an image.
8. In validation, flagging 'document' implies that the attachment is a document. (PDF, DOCX, HTML or TXT). See 'Special Handling' for documents below.

'file' Location Pointer

The structure of the file location pointer is-

{Storage ID} can be 'local' or the name of a storage target configured for your ZOAPIIO instance. Using a storage location other than local, requires pre-configuration on the server. If you plan to use custom storage destinations in your app, please contact your administrator to create an AWS S3 (or any other supported type) on the server. Access to external targets requires credential configuration, which is a system administrator task.

'local' implies local file storage and does not require any pre-configuration on the server.

{File Path} looks like a regular file path - it must start with a '/', although it will be created under a folder on your Instance. It can contain names with characters that are acceptable as filename characters on Linux OS. It can contain '/' (slash) as path separators and finally you can include a placeholder string '${Id}' which is always substituted with the Id of the entity record.

When using external storage, no action is needed from your end if you want the files to be stored on disk as default folder structure. The default mechanism is sufficient for most cases. However, if you want to override it, you can do so through the 'beforesave' event handler for the entity.

'document' Special Handling

If a file type entity property is flagged as document (via validation attribute), the wizard automatically extracts the raw text from the document (PDF, HTML, TXT, or DOCX) and adds it as an additional column in the table. This new column name is created by appending 'Text' to the first name in the names list.

The raw text is also fully indexed, allowing you to search for entities using words appearing inside the documents. The text in this 'Text' column can be retrieved and used using the APIs like a normal entity property.

Filtering & Cascading

The visualization app will allow you to create, query and edit data. The form is automatically generated from the configuration you have provided. The form content and behavior can be tailored to some extent. For example, you can have conditional properties - let us say there is a selection field with 'Others' as an option. If this is selected, you may want to capture additional details. This can be implemented using the 'condition' attribute (See Reference Guide in the end).

Another situation that occurs sometimes is when a group of fields are related to each other and the selection cascades through them. For instance, in our example - for an Asset Category, there are Asset types, and for each Asset type, there are Asset Sub-types.

When entering/searching Asset details, Category, then Asset Type, and then Asset Sub-type will cascade. Meaning, when the Category is picked, the list of Asset Types will be shortened, and when the Asset Type is picked, the sub-type list is shortened.

This cascading can be achieved using the 'filter' attribute in entity property definition.

1. The value of the filter can be a property name (like Category in our example) or an entity name (like assettype in our example).
2. When using filtering on a selection field, use 'select:..' data type instead of 'easyselect:..' type.
3. The name of the property should be the same in both entities participating in cascading.
4. See the example at the top of this guide.

Workflow

entity records are workflow enabled. You need to declare the workflow definition with the entity. See Reference Guide at the end for details.

Widgets and Dashboards

Data visualization (or dashboards) is a primary use case of the applications. Almost all applications will have the requirement of a dashboard that displays key parameters requiring user attention. The dashboard is composed of a set of widgets laid out in any suitable layout.

Widgets,

1. Are graphical or textual displays that concisely convey a relevant metric.
2. In , must be programmed by you by specifying the data source and a display format. The programming, in most cases, can be simply an SQL query, the chart type, and specification of output values that are to be displayed in the chart. Internally, uses Google Charts for visualization.
3. By themselves, are just definitions. They must be added to a dashboard by the user. The users can create multiple dashboards, each having multiple widgets and a layout.
4. Can have parameters, which themselves can be static and dynamic. Static parameters are given values at the time of adding the widget to the dashboard. The dynamic parameters are displayed alongside the widget and the user can change them on the fly, while the widget is in view.

Widgets are defined under the Customization section of the Wizard configuration JSON.

Data Source

Data for the widgets can be sourced by directly specifying an SQL query, or by providing an API URL.

SQL is sufficient in most cases, but to meet any realistic real life requirement, it can become quite complex, requiring multiple Joins and nested Selects. Depending upon your skill level in SQL, you may want to take the help of a friend who is proficient. You should first develop and test your SQL Query in the DB Assistant tool (acccessible from the Designer) and then copy the finished SQL in the Widget configuration.

When using a Web Service as the data source, you must program the service in your project.

The Wizard generates the API wrapper in both cases which handles the data fetch from the Query or the custom API as appropriate. The Wizard also generates the Request and Response structure for the wrapper API.

The entire process is transparent in case of SQL source, but you need to be aware of these when building the API source. You can view the definitions of VAPP_vwidgetRQ and VAPP_vwidgetRS in the generated project.

1. Under the Request there is a node qryp where the Filter/Selection parameters are sent (See Selection below). To Access the value of a Filter parameter, access it using path VAPP_vwidgetRQ/qryp{PARAM-NAME}/value. The curly braces should be typed as is.
2. Your API needs to return the data in the same format that the Wizard has generated. A convenience method - VAPP_DATAWidget - is available in the generated project to help you map your data into that format.
3. You must prepare your data row as a Node - the node should contain children for each column that is declared in your Wizard configuration (See result definition under widget output). The definition of result in configuration has a field by the name data, which refers to the of the element in the Widget output.
4. The example below shows all components needed to create the API Source.

Wizard Config declaration

  "widgets": [
    {"name": "sample", "label": "Sample", "type": "PieChart
      "selection": [ ],
      "output": {
        "url": "/wc/widget-sample",
          "result": [
            {"name": "name", "label": "Name", "type": "string", "data": "@Name"},
            {"name": "value", "label": "Value", "type": "number", "data": "@Value"}
      }
    }
  ]
	

Web API

1. Initialize the Response Node as the following XML - <Row><Name>Joe</Name><Value>100</Value></Row>
2. Pass this row to the convenience method to populate the Widget response - Call VAPP_DATAWidget Row /Response/VAPP_vwidgetRS.
3. Repeat for each row of data.

Widget Selection/Filters

The Widgets can be parameterized. For instance, a widget that displays the status of a sensor can take as input the Id of the sensor. On the dashboard, the users can create multiple instances of the widget with different parameters.

The Selection options are defined under selection in the widget configuration in the Wizard config file. Each selection parameter can be defined to be dynamic, which will make it a filter.

Filters are displayed alongside the widget and can be changed on-the-fly when the widget is displayed. For instance, when viewing the trends of some metric, the period can be dynamically selected - such as Last Week, Last Month, Last year etc.

1. When using an SQL source you can embed the selection values in the SQL itself by prefixing hash (#) to the name of the selection parameter. Note that when embedding the selection, it also includes the SQL comparison operator. E.g. in query Select ... from ... Where Name #SELPARAM, there is no equals sign (=) after Name.
2. WHen using the API source, you can access the parameter value from the API Query object, as explained above in Data Source.

Widget Rendering

In most cases you will use one of the Built-in chart types for rendering the data. You do not have much to do, system manages it all automatically. It interprets the Widget data output and creates a Google Chart component and funnels the data into it.

As always, you may encounter a situation where the available chart types do not satisfy your requirements. allows you to provide a custom JavaScript class to handle the rendering. Refer to Front-End Customization for details and sample template for writing Widget renderers.

Pre-defined Widgets

Some pre-defined widgets are available, which you can use to create a customized homepage for your users (See Reference).

1. #widget-workflow: Displays the workflow assignments of the user.
2. #widget-personalize: Displays controls to personalize the app.
3. #widget-profile: Displays the user's profile picture and allows editing of the profile.
4. #widget-shortcuts: Displays all accessible entity types in a grid with a link to the entity's listing page.
5. #widget-messages: Displays user's recent messages.

See Reference Guide for details.

Customization

Invariably, you would want the wizard generated application to have application specific business processing incorporated. You can provide custom code to modify the server as well as front-end application functionality.

Customization is meant for advanced users and requires knowledge of programming - primarily JavaScript. If you are not an experienced programmer yourself, you can perhaps approach a colleague to help you or get help from one of the several freelancing public services.

Each of the customization modules below require you to provide the program in a separate file from your local desktop. When you initiate the application generation, you will be prompted for all the files referenced here.

Backend

Wizard allows you to specify service-side hooks that can be called at the time of database operations on the entities. The Server-side code is developed using the WebIDE itself, and cannot be written using a standard editor.

When you add custom code to your project after it is generated, the changes will be erased at the time of the next generate. The Wizard provides a mechanism to deal with this situation - it lets you save the custom changes separately from the rest of the project and lets you incorporate it back with every generate.

1. In your Wizard source file, declare a handler under "handlers" in the customization section. Give it a name and assign a file which has .webc extension. This file will be used to supply customization from outside.
2. Identify the server-side hooks that you require and declare them against the entities as necessary.
3. Proceed to create your project using the Wizard normally.
4. After you click Continue below, on the next screen, Wizard will ask you for this handler file. Leave it blank at the time of first generation.
5. After generating the project, proceed to add Web-APIs, Routines, methods, Data declarations, Database Queries, even Web applications to your project.
6. Remember to include the Routines and Methods to handle the hooks declared in the wizard source.
7. Then invoke the "File -> Save Customization" command from the menu - it will save only the customization that you have added, to a local file.
8. Copy that file to the customization file that we named in the first step.
9. Proceed with "Deploy" to deploy your project to the server.
10. When you need to run the Wizard again, simply provide this file so that changes are automatically inserted into your project.
11. The process described above can be repeated to build your application incrementally. That is-
    • Generate the application and add existing customization snapshot (Possibly nil, the first time).
    • Continue customizing and making more changes.
    • Save the current state of customization in a local file and input it back in the next iteration.

Front-end.

The front-end customization in the Wizard generated project is used to add-

1. Custom controls. Wizard supports a rich set of entity property types and you can add your own controls using this feature. Sometimes you need complex controls for editing multiple properties in a single control. That can also be achieved using this.
2. Report renderer. The Wizard has report type entities, but the processing and rendering of the report must be provided by you. If you are using reports, you must provide this custom module.
3. Child data editor. The Wizard creates a table-based editor for the child entities. However, sometimes the data in the child rows need to follow application specific constraints and require a custom editor which can edit the entire set in a custom UI. This feature can be used to create your own editor.
4. Custom list renderer. The Wizard creates a table-based editor for the entity data. This implementation is very powerful and meets most needs. Wizard allows you to create a custom renderer for the data listing for the root (not-child) entities as well.
5. Entity Actions. Custom actions can be added to each entity to implement business specific operations on the data records.
6. Workflow Renderer. The workflow definition in your Wizard source file is rendered by the application using a generic UI, which is self-contained and sufficient for most cases. In case you require a customized control to render the Workflow, you can provide your own.
7. Dynamic properties. Wizard expects that for each entity you will provide the properties and their details in the source itself. However, certain situations require that some properties and their details be determined only at run-time. The Wizard allows you to dynamically inject properties at run-time to an entity through customization.
8. Dynamic dashboard widget. Wizard supports a wide range of Widgets for creating dashboards. You can create custom widgets using this feature and use them in your dashboards.
9. Pages to the UI. You can add entirely custom pages to the UI as well.

You can club all your front-end customization in a single file, or keep it separated in multiple files. Declare each file under the customization section of the source JSON file. At the time of generation, you will be prompted for each file.

At the end of this guide, you will find the skeletal templates for each type of customizer. You can use these as starting points for your front-end code.

Incremental FE changes.

When you are building your application, typically you will be changing all parts (front-end and backend) in no specific order - based entirely on convenience. Whenever you make a change to the backend customization, you must regenerate the entire project because your changes are baked into the generated project.

The same is not true when making only the front-end changes. You do not need to regenerate the project and you can simply push the front-end JS files as an incremental change. To achieve this, select "Update Artifacts Only" to Yes above and click continue. You will be taken to the script load page, where you can choose to update all or some of the front-end scripts.

After updating the artifacts, you can stay on that page and click "Run Again" to push more changes without launching the Wizard from the beginning. When you are working on the front-end code, you need to make repeated deployments in a short time. This helps you achieve the deployment process efficiently and effectively.

Templates.

Custom Control Template    ⮯ 👓

// Implement a custom control.
// Declare the property (can contain multiple properties edited together) in Source JSON  as follows ->
//	{"name": "{Comma Separated Names}", "type": "custom:{ClassName}", "types": "{Comma separated types for each name in namelist}", ... other options}

// Parameters - 'div': The container, 'names': The field names, 'form': A handle to access the UI.
function {ClassName} (div, names, form) {
	this.div=div;
	this.form=form;
	// The names can be an array already broken or the comma separated single string.
	if (typeof names=='string') this.names=names.split(',');
	else this.names=names;
	// voptsrq and vdatarq are field names appearing in the Request object for the Wizard generated APIs.
	// Advised to fetch them from the UI instead of hardcoding. Required only if you plan to interact
	// with the server using any Wizard generated API.
	this.voptsrq=this.form.getProperty('voptsrq', 'env');
	this.vdatarq=this.form.getProperty('vdatarq', 'env');

	// The current values of the fields can be retrieved using the following syntax.
	this.id=this.form.getProperty(names[0]);
	this.name=this.form.getProperty(names[1]);
	this.getData();
}
// Function used internally within the class - not referenced by the UI. Needed only if a server API query
// is involved.
{ClassName}.prototype.getData = function() {
	// Invoke a Server API (Wizard Generated, as in example below or custom provided).
	var qry='vapp/.....';		// URL of the API
	// The structure below is standard for Wizard generated APIs.
	// 'reqobj' contains filter conditions.
	var reqobj={}, req={};
	req[this.vdatarq]=reqobj;
	req[this.voptsrq]=[
		{'name': 'LIGHT', 'value': true},
		{'name': 'LIMIT', 'value': 100000}
	];
	var that=this;
	// The Callback function parameter can be a method reference combined with object reference.
	// Or it can be an inline function.
	this.form.getProperty([qry, req], 'query', [this.render, this]);
}
// Function used internally within the class - not referenced by the UI.
// 'data' is the data retrieved from the server.
{ClassName}.prototype.render = function(data) {
	var html='';
	html+='Input Control Will Appear Here..';
	$(this.div).html(html);
}
// 'handleFormChange' function is used by the UI to inform when some other input on the page has changed.
// 'name' is the name of the input field that has changed.
{ClassName}.prototype.handleFormChange = function(name) {
}
// 'get' function is used by the UI to validate and retrieve the value of the control for processing.
// 'valonly' parameter is boolean - if true, it means only validate and return the error string on blank.
// otherwise return the values in an array - each element being the value of the field in the input.
{ClassName}.prototype.get = function(valonly) {
	if (valonly) return '';			// Or return error string.
	return [this.id, this.name];		// As many values as fields in input.
}

Report Renderer Template    ⮯ 👓

// Report Renderer.
// Declare the entity in the Source JSON with 'data' set to 'report' as follows ->
//	,"data": "report", "editor": "{ClassName}"
// The properties declared with the report type entity are options for the report.

// 'divid': the container, 'params': The report options selected by user.
// 'form' parameter is a handle to interact with the UI and fetch data from server via APIs.
function {ClassName} (divid, params, form) {
	this.divid=divid;
	this.form=form;
	this.data=null;
	this.reportopt1=params['ReportOption1'];	// The name of the property in report declaration.
	this.reportopt2=params['ReportOption2'];
	//
	// voptsrq and vdatarq are field names appearing in the Request object for the Wizard generated APIs.
	// Advised to fetch them from the UI instead of hardcoding.
	this.voptsrq=this.form.getProperty('voptsrq', 'env');
	this.vdatarq=this.form.getProperty('vdatarq', 'env');
	this.getData();
}
// Internal function - Fetch the data for report.
{ClassName}.prototype.getData = function() {
	// Invoke a Server API (Wizard Generated, as in example below or custom provided).
	var qry='vapp/.....';		// URL of the API
	// The structure below is standard for Wizard generated APIs.
	// 'reqobj' contains filter conditions.
	var reqobj={}, req={};
	req[this.vdatarq]=reqobj;
	req[this.voptsrq]=[
		{'name': 'LIGHT', 'value': true},
		{'name': 'LIMIT', 'value': 100000}
	];
	this.form.getProperty([qry, req], 'query', [this.renderReport, this]);
}
// Internal function - Analyze the data in report using Pivot (also a builtin component in Wizard App).
// Needed only when the Analyze command is added to the Table.
{ClassName}.prototype.renderReport = function(data) {
	var graphdata=[];
	var cols=[];
	for (var i in this.columns) {
		cols.push(this.columns[i].title);
	}
	graphdata.push(cols);
	for (var i in this.tabledata) graphdata.push(this.tabledata[i]);

	// See documentation of pivotUI on configuring the Pivot analysis.
	$('#'+this.divid+'_g').pivotUI(graphdata, {
		'rows': [Row Fields...],
		'cols': [Column Fields...],
		'aggregatorName': "Count",	// Aggregator Name.
		'renderers': $.extend(
			$.pivotUtilities.renderers, 
			$.pivotUtilities.gchart_renderers
		),
		'rendererName': "Table"
	});
}
// Internal function - Render the fetched data for report.
// 'data' is the fetched data. The example here uses a DataTable (jquery component included in
// ZOAPIIO Wizard UI. You can use any other form of rendering the report.
{ClassName}.prototype.renderReport = function(data) {
	var columns=[
		{'title': 'Type'},
		{'title': 'Name'},
		.. Other Columns
	];
	var tabledata=[];
	var item=['Type', 'Name', ... other values];
	tabledata.push(item);
	var that=this;

	// Push all report rows in the tabledata. Each row is an array.
	var buttons=[ 'copy', 'excel', 'pdf', 'csv', 'print' ];		// Standard table buttons.

	// If a Pivot Analysis Option is to be added in the DataTable report, use this.
	buttons.push({
		'text': 'Analyze',
		'action': function(e, dt, node, config) {
			that.analyze();
		}
	});
	var html='';
	html+='<div id="'+this.divid+'_g" style="width: 100%"></div>';
	html+='<table id="'+this.divid+'_dt" class="display compact"></table>';
	$('#'+this.divid).html(html);

	$('#'+this.divid+'_dt').DataTable({
		dom: 'Bfrtip'
		,buttons: buttons
        	,data: tabledata
        	,columns: columns
		,order: []
	});
}

Child data Editor Template    ⮯ 👓

// Custom editor for child table data.
// Declare the child table in the Source JSON ->
//	,"children": [
//		{"name": "Name"..., "editor": "{ClassName}:1150x500", ...}
// The dimensions following the classname are for the size of the window to open for editing the data.

// 'form' is for access to the form, 'owner' is handle to access the UI.
// 'div' is the container and 'data' is the child data.
function {ClassName} (form, div, data, owner) {
	this.form=form;
	this.owner=owner;
	if (typeof div=='string') this.div=$('#'+div);
	else this.div=div;
	this.data=data;
	for (var i in data) {
		if (!data[i].editstatus) data[i].editstatus='';
	}
	// Access properties of the the parent entity being edited.
	this.id=this.form.getProperty('Id');
	this.name=this.form.getProperty('Name');

	this.render();
}
{ClassName}.prototype.render = function() {
	var html='';
	var err='';
	// Validate if necessary.
	if (err) {
		html+='<div style="min-height: 375px">';
		html+='<font color=red size="+1">'+err+'</font>';
		html+='</div>';
		html+='<input type=button name="cancel" value="Cancel" style="background-color: coral; padding: 5px 10px; border-radius: 5px;">';
		html+='</div>';
		this.div.html(html);
		this.div.find('input[type=button]').click({page: this}, function (eventobj) {
			var page=eventobj.data.page;
			page.owner.editorCallback();	// Flag that editing is over.
		});
		return;
	}

	// Render the shell in which the editing control will open. Top header to show environment
	// details and editing controls.
	html+='<div style="min-height: 375px">';
	html+='<table class=control width=100% style="border: 1px solid;">';
	html+='<tr>';
	html+='</tr>';
	html+='</table>';

	// Workarea is the holder for the content being edited.
	html+='<div name=workarea class="compact" width=100% cellspacing=5 cellpadding=5>';
	html+='</div>';
	html+='</div>';

	// Footer area to contain the Save/Cancel buttons.
	html+='<div style="text-align: right; padding: 10px;">';
	html+='<input type=button name="cancel" value="Cancel" style="background-color: coral; padding: 5px 10px; border-radius: 5px;">';
	html+='  <input name="ok" type=button value="Save and Close" style="background-color: mediumseagreen; padding: 5px 10px; border-radius: 5px;">';
	html+='</div>';
	this.div.html(html);
	this.div.find('input[type=button]').click({page: this}, function (eventobj) {
		var page=eventobj.data.page;
		page.handleButton(eventobj.target);
	});
	// Call renderer of the detailed schedule.
	this.renderSchedule();
}
// Internal function - handle the Save/Close buttons.
// The data passed back with editocCallback function is same format as incoming data with an additional
// property 'editstatus'. D: Delete, C: New, U: Update. Others: No change. (can be omitted from data).
// If a row from data is to be deleted it must be retuned back with editstatus=D.
{ClassName}.prototype.handleButton = function(target) {
	var name=$(target).attr('name');
	if (name=='cancel') this.owner.editorCallback();
	else this.owner.editorCallback(this.data);
	// It is also possible to push selected (partial) updates back to the form.
	// Use this.owner.editorCallback(partialdata, true);
}
// Internal function - Render editor in the workarea div.
{ClassName}.prototype.renderSchedule = function() {
	var html='';
	this.div.find('[name=workarea]').html(html);
}
// Internal function - display Error.
{ClassName}.prototype.showError = function(err) {
	this.div.find('td.errmsg').html(err);
}

List Renderer Template    ⮯ 👓

// Custom render the listing page for an entity.
// Declare the list specification in the Source JSON ->
//	"list": {"layout": "grid", "columns": 4, "editor": "{ClassName}"}

// 'owner' parameter is a handle to interact with the UI and fetch data from server via APIs.
function {ClassName} (owner) {
	this.owner=owner;
	// voptsrq and vdatarq are field names appearing in the Request object for the Wizard generated APIs.
	// Advised to fetch them from the UI instead of hardcoding.
	this.voptsrq=this.owner.getProperty('voptsrq', 'env');
	this.vdatarq=this.owner.getProperty('vdatarq', 'env');
}
// The 'render' method is called to render the entity record as a block (for the grid).
// Parameters - 'div': The container, 'data': The record data, 'index': index within the set.
{ClassName}.prototype.render = function(div, data, index) {
	if (typeof div=='string') div=$('#'+div);
	var html='';
	// Generate the HTML here.
	// To get the URL of the thumbnail of the Picture in the data (if any), use-
	var imgurl=this.owner.getProperty('vapp/dumpfile/{EntityName}/'+data.Id+'/Picture/thumbnail','url');

	html+='<div style="width: 100%; height: 85px;">';
	html+='<img style="height: 100%" src="'+imgurl+'">';
	html+='</div>';

	// Render the block inside the container. Adding the 'card' class will create card like effect
	// on the rendered block.
	div.addClass('card').append(html);
}

Action Handler Template    ⮯ 👓

// Handler for a Custom command attached with an entity.
// Declare the commands with the entity Source JSON ->
//	,"commands": [
//		{"name": .., "label": .., "icon": .., "editor": "{ClassName}", "properties": [
//			]
// The properties declared with the command are the input options for the Action.
// 'form' is the handle to access the UI.
function {ClassName} (form) {
	this.form=form;
	this.data=null;

	// voptsrq and vdatarq are field names appearing in the Request object for the Wizard generated APIs.
	// Advised to fetch them from the UI instead of hardcoding.
	this.voptsrq=this.form.getProperty('voptsrq', 'env');
	this.vdatarq=this.form.getProperty('vdatarq', 'env');

	// Can access properties of the Entity being processed.
	this.id=this.form.getProperty('Id');
	this.name=this.form.getProperty('Name');
}
// 'execute' is called by the UI when the user invokes the command passing the Options here.
// 'props' are the Command options, 'div' is the container.
// 'entitymanager' is an object reference to reload the entity from server, if changes have been made.
{ClassName}.prototype.execute = function(props, entitymanager, div) {
	if (typeof div=='string') div=$('#'+div);
	this.div=div;
	// Make changes to the entity record on the server using Wizard Generated APIs or custom provided.

	// Invoke a Server API (Wizard Generated, as in example below or custom provided).
	var qry='vapp/.....';		// URL of the API
	// The structure below is standard for Wizard generated APIs.
	// 'reqobj' contains filter conditions.
	var reqobj={}, req={};
	req[this.vdatarq]=reqobj;
	req[this.voptsrq]=[
		{'name': 'LIGHT', 'value': true},
		{'name': 'LIMIT', 'value': 100000}
	];
	var that=this;
	// The API on the server is invoked through the UI using following syntax.
	this.getter = this.form.getProperty([qry, req], 'query', function(data) {
		// Tell entity manager to refresh the contents on screen.
		entitymanager.reloadEntity();
	});
}

Workflow Renderer Template    ⮯ 👓

// This is an experimental feature - template not available right now.

Dynamic Properties Template    ⮯ 👓

// Provide a list of dynamic properties for an entity.
// Declare a placeholder property in Source JSON -> {"type": "dynamic:{ClassName}"}

// 'owner' parameter is a handle to interact with the UI and fetch data from server via APIs.
function {ClassName} (owner) {
	this.owner=owner;
	// voptsrq and vdatarq are field names appearing in the Request object for the Wizard generated APIs.
	// Advised to fetch them from the UI instead of hardcoding.
	this.voptsrq=this.owner.getProperty('voptsrq', 'env');
	this.vdatarq=this.owner.getProperty('vdatarq', 'env');
	this.data=null;

	// Invoke a Server API (Wizard Generated, as in example below or custom provided).
	var qry='vapp/.....';		// URL of the API
	// The structure below is standard for Wizard generated APIs.
	// 'reqobj' contains filter conditions.
	var reqobj={}, req={};
	req[this.vdatarq]=reqobj;
	req[this.voptsrq]=[
		{'name': 'LIGHT', 'value': true},
		{'name': 'LIMIT', 'value': 100000}
	];
	var that=this;
	// The API on the server is invoked through the UI using following syntax.
	// Fire the server API and return immediately without waiting for the data to arrive.
	this.getter = this.owner.getProperty([qry, req], 'query', function(data) {
		that.data=data;
	});
}
// The 'fields' method is invoked from the UI to actually fetch the fields. It should return a promise
// (future delivery) of the dynamic properties.
{ClassName}.prototype.fields = function() {
	var that=this;
	return new Promise(function(resolve,reject) {
		that.getter.then(function() {
			var ret=[];	// Return property set.
			// Extract properties from the API data and populate return set.
			ret.push({
				'Name': '{Property Name}',
				'Type': '{Property Type}',
				'Label': '{Property Label}',
				'DefaultVal': '{Default Value}',
				'Tip': '{Tip Value}',
				'Validation': '{Validation}',
				'ForCondition': '{Condition expression}'
			});
			// You can add multiple properties to the set.
			resolve(ret);
		});
	});
}

Dynamic Workflow Template    ⮯ 👓

// Provide the list of steps in workflow dynamically.
// Declare workflow in Source JSON as -> "workflow": { "steps": "dynamic:{ClassName}" }

// 'owner' parameter is a handle to interact with the UI and fetch data from server via APIs.
function {ClassName} (owner) {
	this.owner=owner;
	// voptsrq and vdatarq are field names appearing in the Request object for the Wizard generated APIs.
	// Advised to fetch them from the UI instead of hardcoding.
	this.voptsrq=this.owner.getProperty('voptsrq', 'env');
	this.vdatarq=this.owner.getProperty('vdatarq', 'env');
	this.data=null;

	// Invoke a Server API (Wizard Generated, as in example below or custom provided).
	var qry='vapp/.....';		// URL of the API
	// The structure below is standard for Wizard generated APIs.
	// 'reqobj' contains filter conditions.
	var reqobj={}, req={};
	req[this.vdatarq]=reqobj;
	req[this.voptsrq]=[
		{'name': 'LIGHT', 'value': true},
		{'name': 'LIMIT', 'value': 100000}
	];
	var that=this;
	// The API on the server is invoked through the UI using following syntax.
	// Fire the server API and return immediately without waiting for the data to arrive.
	this.getter = this.owner.getProperty([qry, req], 'query', function(data) {
		that.data=data;
	});
}
// The 'steps' method is invoked from the UI to actually fetch the steps. It should return a promise
// (future delivery) of the steps definition. The format is same as for static definition in JSON.
{ClassName}.prototype.steps = function() {
	var that=this;
	return new Promise(function(resolve,reject) {
		that.getter.then(function() {
			var ret=[];	// Return property set.
			// Extract properties from the API data and populate return set.
			ret.push({
				'name': '{Step Name}',
				'label': '{Step Label}',
				'attributes': [],	// List of strings inluding type, resource etc.
				'prereq': []		// List of strings - prerequisite steps/conditions.
			});
			// You can add multiple steps to the set.
			resolve(ret);
		});
	});
}

Custom Dashboard Widget Template    ⮯ 👓

// Implement a custom dashboard widget.
// Declare the widget in your Source JSON with type="custom:{ClassName}".

// Parameters - 'div': The container.
function {ClassName} (div) {
	if (typeof div=='string') div=$('#'+div);
	this.div=div;
	// voptsrq and vdatarq are field names appearing in the Request object for the Wizard generated APIs.
	// Advised to fetch them from the UI instead of hardcoding. Required only if you plan to interact
	// with the server using any Wizard generated API.
	this.voptsrq=this.form.getProperty('voptsrq', 'env');
	this.vdatarq=this.form.getProperty('vdatarq', 'env');
}
// Function called by the UI to render the widget.
// is involved.
{ClassName}.prototype.render = function(data) {
	// Render the widget inside the div passed in constructor.
	// 'data' is an object which wraps the actual Widget data under it.
	var rawdata=data.getRawData();		// The output data for widget, as sent from server.
	// The following methods allow you to access the widget data as a table.
	var labels=data.getColumnLabels();	// The labels for each column in the data.
	var names=data.getColumnNames();	// The names for each column in the data.
	var names=data.getDataAsTable();	// The data reorganized as an array of row objects.
	var html='';
	html+='Widget Will Appear Here..';
	$(this.div).html(html);
}

Custom Page Template    ⮯ 👓

// This is an experimental feature - template not available right now.

Help File Template    ⮯ 👓

<!--
The help should be a single file (although you can have multiple help files in your application),
the styles should be declared in the same file. It is difficult to use images in the help file because
you will have to use "data:" URL, which tend to become large strings, even for small images.

1. There should be no html, or body tag, these are automatically inserted.
2. There should be no JavaScript, the script to generate the TOC is automatically inserted.
3. The opening div should have the class=content set.
4. Use h1, h2 and h3 tags to define headings, these elements are used to create TOC.
-->

<style>
    <!-- Your styles -->
</style>

<div class="content">
    <!-- Help (HTML) content -->
    <H1>Heading</H1>
    <H2>Sub-Heading</H2>
    <p>Help Content</p>
</div>

Interacting with UI/Server

Your JavaScript program can interact with the page (and server) by calling the following methods on the 'form' object, which is received in the constructor.

App Properties

server provides you abstraction for Application properties. These properties are stored on the server in a database table and your programs can define and access them. You can update the Application property table directly using the DB Assistant tool. However, the Wizard allows you to populate these properties conveniently at generation time. The properties you define here are accessible to your custom server APIs as Properties abstraction. See the Web-API documentation for details.

Screen Shots

Reference Guide

Summary

application

themes

homepage

widgets (homepage)

uidefaults

entities

access

'access' attribute controls page level access to the entity. It has no effect on data access. Access Control for details.

classification

Classification allows you to define readable names that map to an access code, which itself control entity data access. The user it not restricted to using these names, they can specify their own access control code. This is for convenience only. Depending upon the sensitive attached to the data in the entity, you may define classifications like "open", "restricted", "private" etc. and the user can simply pick one value instead of entering detailed access rights for each placeholder in the code. Access Control for details.

For example { "open": "WWWWWWRR", "private": "WWR-R-R-" }.

handler

The wizard would generate APIs to access the entity data. Handlers allow you to specify custom processing for major access control points. The handler program stubs are in programming language. The program stubs should be provided as an external file - see Customization.

The values for the handlers are provided as "METHOD.<name>" or "ROUTINE.<name>", naming the method or routine to execute at that control point.

properties

A property declared for an entity can be a simple property or a complex property, determined by its type. This means that the property may result in the generation of one or more columns in the table. Each property on the UI is rendered on a single row. For instance, type 'country' is a complex property and results in two table columns - Country code, and Country name.

Where a complex property is involved, you must provide more than one name for property - the number of names must match the count that the property type expects. The names are input as comma separated values - E.g. CountryCode,CountryName. Furthermore, you can create a complex property (multiple columns but rendered on the same UI row), by using the type 'multiple'. This is used to group related properties to simplify the look of the UI page. It is advised to have not more than three properties in a group for clean rendering.

children

properties

The specification for properties for child entities is same as that of root entities, with some constraints.

1. Data type 'multiple' cannot be used.
2. Property 'data' is not applicable.
3. Property 'condition' has no effect. I.e. conditional rendering is not provided.

dependents

Another relationship between entities that can be represented in the Wizard is one-to-many relationship. This is different from parent-child because a child entity has only one parent. To represent a dependent entity, define that entity normally and then add a record here.

list

commands

Commands are used to add business specific operations on entity records.

workflow

Workflow is a list of steps that should be performed on the records of an entity.

steps

scripts

styles

helpfiles

handlers

custompages

properties

widgets

visualization app supports a rich collection of widgets compiled from an analysis of several real-life dashboards. The widgets can be textual or graphical, or sometimes even a combination. The following widget types are supported-

selection

query

The data for the widget is sourced from a database query (SQL), which you must provide. Database programming skills are required. If you are not skilled in writing SQL queries, take the help of a colleague.

1. You can reference the entities as tables in the query by prefixing them with '@'. E.g., "Select column from @myentity"" implies selection from the table corresponding to the "myentity". The SQL can reference multiple entities using SQL JOIN them in the same way.
2. You can reference the values of the widget selection filters by prefixing the name with '#'. E.g., #PROP refers to the value of selection with name PROP.
3. When using the filter selection values do not use the comparison operator - it is automatically added depending upon the type of the selection value. So instead of "Where ColX = #PROP", say "Where ColX #PROP". The Wizard with use either '=' or 'In' SQL operator depending upon whether the value is a string or a list.

url

The url setting is an alternative to the query above. This used to generate the widget Data from a Web API. Details on how to write the API are available in the Guide above.

result

Here you describe the data contained in the query output.

options

Additional options can be passed to control the rendering out the widget.

dashboards

This defines canned dashboards in the application - this is an advanced subject and you can come back to it after you have tried creating some dashboards from the visualization app UI.

widgets

The widgets in the canned dashboard.

Screen shots

The wizard designer

The generated application