File Upload Component

I am evaluating App Builder and Mongoose. My company is currently an Infor EAM customer. We are evaluating Cloud Suite Financials. I am trying to determine if the Infor development tools available to us can replace our existing tools.

We currently use K2 BlackPearl for building simple forms and workflows. A common use-case for our forms is to have the ability to save supporting documents along with the form data. Here's an example.

User types in information into a form
1. The data the user types in is saved to a SQL Server database table
User needs to save supporting document(s) with the form data. Supporting documents are usually: PDF, Word, Excel.
1. Our K2 forms have a control that opens a file browser
2. User selects a file and the file is uploaded to a SQL Server database table that is a child table of the form data table.
3. User can save zero-to-many supporting documents with a form

Does App Builder or Mongoose have the ability to satisfy this use-case? I don't see a file upload component in either App Builder or Mongoose.

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Yao Jiang

The use case you described should be feasible with Mongoose as it uses SQL Server db as storage in the back-end.

To upload files into Mongoose, add a PushButton onto the form and attach the Binary Value Action event type then set the action to Import.

This should work for PDF, Word, Excel files.

tdickens

How does the user pick the file they want to upload? Other form building tools I have used have a file browser control. The file browser control allows the user to select the file to upload. I'm not understanding how to do that in Mongoose.

Thanks for your help.

Kevin Heiman

Have you considered using Infor Document Management as the repository? It would handle all your storage, management and services (stitching, printing, sharing, approval, review, security, searching, retention policies..)

It has context application capability, which can add and retrieve files automatically in context.

It has a full set of APIs if you want more control from Mongoose however Mongoose support context and that seems like a win win.

Yao Jiang

Yes, the import event in Mongoose brings up the file browser.

https://gyazo.com/c0bb79df07fdf8f2747ee9618f997b3c

Mongoose also integrates with IDM and can stores files there as well.

unknown

Mongoose is .net based and allows you to programatically present file dialogs, in addition our event system also allows for binary upload with a file dialog. Mongoose provides extensive development capabilities and even allows for toolset extensions with JavaScript if you need a browser control that does not exist in our core toolset.

unknown

Does Infor Document Management come with on-premise Syteline version 10 ? I haven't been able to get an answer from Infor.

tdickens

Thanks to everyone for the answers. Yao's video shows a working example. For my research phase, that video proofs our use-case can be met.

We probably will want to save the documents for most if not all of our forms in IDM. We use IDM for our EAM system. IDM will be an improvement over saving documents in the form database.

Kevin Heiman

Document management is a part of Infor OS and is available for on-premise. Infor OS is a part of all CloudSuite and recent ERP product releases.

You should be logging into Infor OS when you initiate your session to Syteline, and running Syteline in the Infor OS portal. Infor OS is where ION , homepages, Security are configured.

https://support.infor.com/esknowbase/root/DLPublic/58844/csbi_10.x_csi_config_cl_sl_en-us.pdf

HomePages, IDM, context setups are all a part of Infor OS services use.

unknown

Thank you so much for this information.

tdickens

Some follow up questions to saving documents now that I'm further in my research.

1) It appears that we have to choose the Binary Format. Is it possible to allow for any type of document to be imported? With our current form building tool, the end-user can select any type of file they want. So they could choose a WORD document or PDF. In the IDO properties, we have to choose the "Binary Format".

2) As people mentioned in this forum question. Saving documents in Infor Document Management (IDM) could be a better approach than saving documents in the SQL table. Are there any examples on how to do this? I assume we will have to have a column on our SQL table that is the id to the document in IDM. Do we have an import button that has an event to add the document to IDM? I assume there is a way to have another event to show people documents that have already been loaded to IDM.

Yao Jiang

I am not the most familiar with this but here's something to get you started.

The idmFileServer should already be setup if you're in the cloud.

Clicking on Documents in the toolbar should bring up the Attached documents form where you can import your documents to IDM.

tdickens

Yao - a couple of questions about this.

1) I clicked on the Documents button in the toolbar. It added a document to IDM. But I need to add documents to individual records of the form. It appeared that the document was added to IDM - but not to an individual form. Maybe IDM can feed us back the ID for the form and we save that ID into our table. Seems like we would call an API to add documents to IDM. Is there a way to have the event call an IDM API?

Record #1 - Document #A is attached to Record #1
Record #2 - Document #B is attached to Record #2

2) How do we hide the toolbar menu that you show that contains the document icon? I prefer that our apps don't have that toolbar. I want our apps to control all of the user functions.

DM9346

after doing the things you mentioned above, how do we unpack the values of the file? is it via script?

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