Difference between revisions of "JavaScript Self-Referencing Campaigns"
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Philip Lacey (talk | contribs) (Created page with "Self Referencing Campaigns are extremely useful tools to allow campaigns add dynamic information to their work day. A self referencing data table shows all the previous recor...") |
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== Step 2. Modify the campaign for external lookups == | == Step 2. Modify the campaign for external lookups == | ||
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| + | By default the campaign will not be able to be searched externally. We need to enable this. | ||
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| + | Main Menu > Database Management > Database - Primary Details > Campaign - Edit > Choose your campaign > Advanced Options subsection > Change "Externall Available" from Private to Public | ||
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| + | Update the campaign. | ||
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| + | == Step 3. Create a location in the script to display the results. == | ||
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| + | The results have to be shown somewhere. This, to date, has been puti n the Notes section of a Section Header, somewhere in the script so..... add the following to a Notes section of a Section Header in your script. | ||
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| + | <div id='strHistory'></div><script language=javascript type=text/javascript src=https://ww3.allnone.ie/library/javascript/fn_javascript_ajax_campaign.js ></script> | ||
Revision as of 13:06, 20 March 2012
Self Referencing Campaigns are extremely useful tools to allow campaigns add dynamic information to their work day.
A self referencing data table shows all the previous records that match pre-specified search criteria.
The system uses AJAX, another word for complicated client side JavaScript. Being who we are in the BE support team, we've prepacked the whole lot and made it a couple of lines of work 
.
1 Step 1. Create a user for automated lookups
We need a dedicated secure user in order to be used as the user to do these lookups.
The suggested user is called
- Firstname: Automated
- Surname: Lookup
- Password: make this incredicbly long and complicated, it will never be used.
- IP Range: This is vitally important. This system will only work from the IP addresses specified here.
- External System Id: automatic
- External System Key: passkey
Make sure NOTHING is ticked throughout the boxes below.
You also need to do the security jobs for the user.
- Add the user to the campaign.
- Ensure the user is added to the Everyone group in the Organogram in SAM.
2 Step 2. Modify the campaign for external lookups
By default the campaign will not be able to be searched externally. We need to enable this.
Main Menu > Database Management > Database - Primary Details > Campaign - Edit > Choose your campaign > Advanced Options subsection > Change "Externall Available" from Private to Public
Update the campaign.
3 Step 3. Create a location in the script to display the results.
The results have to be shown somewhere. This, to date, has been puti n the Notes section of a Section Header, somewhere in the script so..... add the following to a Notes section of a Section Header in your script.
<script language=javascript type=text/javascript src=https://ww3.allnone.ie/library/javascript/fn_javascript_ajax_campaign.js ></script>
