Click here to read
which steps are required before you can configure the Intrexx application.
2. Data fields
2.1. ItemID
To map files from Microsoft OneDrive or Microsoft SharePoint to Intrexx
data records, a string data field (data type: short text) with the title "ItemID" is required.
Create this field in a data group
in an application of your choice.
External data groups
are currently not supported by the Connector. The Item ID is generated
automatically by Microsoft Office 365 and is a unique key. Click
here
for more information about creating new data fields.
The data fields can be displayed in the
application structure
via the Edit menu / Show data fields
when the data group is selected there.
2.2. File data field
To integrate files from Microsoft OneDrive or Microsoft SharePoint into
applications, a file data field is required.
Create a new data field
in the same data group as the ItemID.
Select "File" as the data type and click on "More...".
Select the Intrexx Handler for Microsoft Office 365 and click on "OK".
Click here
for more information about the settings in this dialog.
3. Connect edit and view elements
The data field "ItemID" must be included on every edit or view page
where files from Microsoft OneDrive or Microsoft SharePoint
should be displayed in the application. The files will otherwise
not be displayed. Link the data field to a suitable
application element
to do this. The element can also be moved to the
hidden area
if you do not wish to display the ItemID.
3.1. Edit element "File selection"
To edit Intrexx data records with Microsoft Office 365 files, proceed
as follows:
Select the template "Custom view". Click on
"Select Velocity file" next to "Presentation of uploaded files".
In the next dialog,
enter the following path in the field for the option "Refer to an existing Veloctiy file on the server":
internal/system/vm/html/fileviews/downloadTemplateO365_open.vmi –
to edit the file directly in Microsoft Office 365.
internal/system/vm/html/fileviews/downloadTemplateO365_download.vmi –
to download the file to your computer first.
Switch to the "Style" tab and enter the style class "File_Edit_Standard".
If you want to create subfolders in the
target folder
and organize newly uploaded files in these,
create another edit field
on the edit page. Connect this field to a string data field
(data type: short text)
where the subfolder name is saved. The subfolder is generated automatically
in Microsoft OneDrive or Microsoft SharePoint respectively, as soon
as a data record is saved on this edit page.
Optionally, additional edit elements can be added for the file's metadata.
The metadata from files is not automatically transferred by the
Connector for Microsoft Office 365. Data also is not synchronized
when changes to the metadata (e.g. change date) are
performed directly in Microsoft OneDrive or Microsoft SharePoint.
3.2. View element "File selection"
To display Microsoft Office 365 files, proceed as follows:
Create a view field
and link
it to the previously created field ItemID.
If you do not wish to display the ItemID on this page, you can move the
view field to the
hidden area.
Select the template "Custom view". Click on
"Select Velocity file" next to "Velocity file".
In the next dialog,
enter the following path in the field for the option "Refer to an existing Veloctiy file on the server":
internal/system/vm/html/fileviews/viewTemplateO365_open.vmi –
to edit the file directly in Microsoft Office 365.
internal/system/vm/html/fileviews/viewTemplateO365_download.vmi –
to download the file to your computer first.
Switch to the "Style" tab and enter the style class "File_View_Standard".
Additional view elements can be added here as needed.
3.3. File selection in view tables
The file data field configured for Microsoft Office 365
can be included in a view table
as a column.
The data field ItemID needs to be one of the table columns,
otherwise the files will not be shown in the table. The ItemID column
can be hidden
if it shouln't be displayed in the table. Follow steps 4 and 5 as described
for the view file selection element
when editing the file field column.
4. The application in the browser
Once the application has been published, files can be added in the browser.
Switch to the edit page of the application and enter data there.
Leave the "ItemID" field blank. The ItemID is generated automatically as
soon as the data record is saved. Select a file and save the record.
If you are not currently logged-in to the Microsoft site, you will
automatically be forwarded to the login page. Afterwards, the data
record will be displayed - in a view table in our example. You will
now find the new file in you Microsoft Office 365 folder. If you
have defined a subfolder, the new subfolder is created
automatically in Microsoft Office 365 and contains the new file.
When you click on the file here, the file will either open
(provided you have the corresponding permissions) in
Microsoft Office 365 in a new tab or be made available for download - depending
on which Veloctiy template was specified in the
file selection configuration.
Please note that changes made to folder structures or file
names in Microsoft Office 365 do not update records in Intrexx.
If you delete a file on Microsoft Office 365, it will no
longer be shown in Intrexx.
5. Integrate existing files with the ID from Microsoft Graph
If you already have files on Microsoft OneDrive or Microsoft SharePoint,
which you would also like to display in your Intrexx application, proceed
as follows:
In the folder selection dialog
in the Intrexx Portal Manager, select the folder that contains the files
you want to integrate and copy the entire row with CTRL + C.
Paste the copied content into a text editor of your choice with
CTRL + V. Here is an example:
Click on "Run Query". In the Response Preview, search for the filename
of the file that you want to integrate into your Intrexx application.
Copy the ID for the file in the corresponding section.
This corresponds to the ItemID.
Open you application and enter the ID on the edit page in the "ItemID"
edit field. Save the data record. The file is now available in the
application.