Advanced Techniques: Extending the Intrexx Connector for M-Files to all M-Files objects (PDF, 286 KB)
The Connector for M-Files can only interact with objects with the type document. Usually, this is not enough for a project. In this article we will show you how you can extend the connector to work with every M-Files object. To do this, we need to enable scripting for the relevant Java-classes and add a process; we’ll be using Groovy here.
Advanced Techniques: Email connection with IMAP (PDF, 271 KB)
Various customers have expressed their desire to be able to read emails from an inbox using IMAP and then process them in Intrexx and with the online update 13 for Intrexx 7, this previously complicated endeavor can now be carried out relatively easily that’s to the new features brought by the update. Take a look at our new Advanced Techniques document and discover how to connect your emails with IMAP using Intrexx.
Advanced Techniques: Automating newsletter distribution with processes (PDF, 379 KB)
Distributing appropriate newsletters is a tried and tested method for specifically contacting
prospects, leads and customers. Information about customers is available from sales and
customer service, or from social media, and allows you to send out the right newsletter to the
right prospects. This Advanced Techniques document describes how you can create and
operate an automatic newsletter tool for your contact data.
Advanced Techniques: Importing XML data via Data transfer (PDF, 196 KB)
Seeing as XML files can have a variety of structures, you can’t get around having to write an individual import script every time you import an XML file. Intrexx provides you with the ability to use a corresponding Groovy script as a data source when using Data transfer.
Advanced Techniques: Limiting input to one data record (PDF, 240 KB)
In certain cases, it should only be possible to input one data record to a data group, or each user should only be able to input one data record. This could for instance be for so-called profile data records that relate to one employee. This documentation shows you how to limit the input.
Advanced Techniques: Displaying public holidays in a calendar plugin (PDF, 616 KB)
The Calendar application template provides a variety of useful features such as categorizing appointments, conflict resolution, creating recurring appointments and inserting plugins. This Advanced Techniques document will explain how public holidays can be displayed using a plugin that’s configured accordingly.
Advanced Techniques: Gauge (PDF, 227 KB)
The new Gauge control has been included in Intrexx since version 7; this allows you to display one individual value in a gauge view. This Advanced Techniques document will demonstrate how to display the number of logged in users using a gauge on the portal page.
Advanced Techniques: Publication history for applications (PDF, 339 KB)
If multiple users develop portal applications, it’s wise to maintain an overview of who has worked on which applications. This Advanced Techniques document will show you how to create a publication history of Intrexx applications and how to make it available in the portal.
Advanced Techniques: Captcha in internet forms (PDF, 207 KB)
The widest variety of data is captured using online forms nowadays. To prevent a form from being submitted by automated mechanisms, CAPTCHAs are used. CAPTCHAs are small pictures that depict a series of characters. They are a type of challenge-response test. These tests are easily solved by humans but they protect a form from automated entry and submission by a machine. The questions and answers are automatically created using a random generator. ...
Advanced Techniques: Expand text fields automatically (PDF, 215 KB)
Multiple lines of text can be entered into the edit element Text area. Having multiple text areas on a page could lead to the user needing to scroll, because of the length of the page. This Advanced Techniques document will describe how text areas with multiple lines can be automatically adjusted to the entered text across the entire portal.
Advanced Techniques: Import data from an uploaded Excel file (PDF, 297 KB)
This document will use an example to explain how data from an uploaded Excel file can be processed.
Advanced Techniques: Using calender and resource controls correctly (PDF, 1122 KB)
The calendar and resource controls have been completely revised in Intrexx 7. By using plugins, calendars can be integrated into various portal applications. This means that your applications become more flexible. If you, for example, have an application for making an appointment, you can incorporate the personal calendars of your colleagues in an additional calendar. You’ll immediately be able see what the best time is for a meeting and whether there are any conflicts by looking at the collated calendar.
Advanced Techniques: Generate QR codes (PDF, 270 KB)
Everybody’s talking about QR codes, especially now that smartphones have become so widespread. The Java library ZXing provides you with the ability to create QR codes yourself. This advanced techniques session will demonstrate how to incorporate this library and use it with Groovy to transform entries into a QR code.
Advanced Techniques: Retrieve superiors from the active directory (PDF, 377 KB)
When modelling business processes, it’s desirable to be able to retrieve the superior without the employee having to choose an option.
Advanced Techniques: Monitor a directory (PDF, 321 KB)
This workshop will show you how you can monitor a directory on the server with Intrexx. To
do that the process element Generic event source will be used.
In the following an application will be created, in which files can be recorded in data groups
with titles. Afterwards a process will be defined, which looks for files that are being added to
a chosen directory and automatically updates the application.
Advanced Techniques: Creating applications (PDF, 1.45 MB)
In this workshop you will be shown how to create your own portal application step by step
Advanced Techniques: Rounding and casting of numbers (PDF, 268.04 KB)
In this workshop you will learn how numerical values can be rounded, in particular in Velocity, but also in Groovy. To ensure type-safe further processing of the data, the corresponding casting of variables will also be explained. In the article we demonstrate some use scenarios and some practical examples. Intrexx provides supporting techniques for rounding and casting requirements with the $Math object.
Advanced Techniques: Custom buttons in the TinyMCE editor (PDF, 394 KB)
Advanced Techniques: Control dynamic input forms with request values (PDF, 425 KB)
Using the example of a stylized application, in which a customer service representative documents appointments with customers, we will illustrate how type-specific data entry forms can be created with a single Intrexx input page.
Advanced Techniques: Scaling images (PDF, 274 KB)
With Intrexx, images can be scaled automatically using Groovy scripts. For example, a timer controlled process can be used to generate low resolution preview images (thumbnails), which do not exceed a specified width or height. The manual preparation of different sizes of images is no longer necessary. In the following example, scaled thumbnails will be created for all images that are located in a specific folder.
Advanced Techniques: Conditional display dependent on current date (PDF, 540 KB)
Intrexx provides the option to display buttons under user-defined conditions, e.g. before or after the current date of the logged-on user's system. The conditional display is used in this example on a list of appointments, the dates of which are only editable when they lie in the future.
Advanced Techniques: Permissions dependent data access (PDF, 344 KB)
In many applications there is a requirement that individual data sets (records) should only be accessible to users with specific access rights. When a data set is created, only the specified groups and users should be allowed to read the record.
In this article, we will handle a frequently encountered scenario of this use case, and demonstrate the implementation of an alternative, that also brings a considerable improvement in performance.
Advanced Techniques: Year based numbering (PDF, 255 KB)
In this workshop article, we show you how to create year-based numbers using a Groovy script – for example, event numbers, transaction numbers or operation numbers. Knowledge of Groovy will be advantageous for understanding the content of the document.
Advanced Techniques: Velocity date API (PDF, 150 KB)
In this workshop, we shall demonstrate how date calculations in Intrexx can be executed quickly and simply using Velocity. Intrexx provides the $DtUtil object for this purpose. In the article we show you some use scenarios and sample calculations.
Advanced Techniques: Groovy web-error-handler (PDF, 182 KB)
From version 5.2 of Intrexx, developers and customers have the opportunity to define custom error handlers, which make possible, among other things, a more precise specification for the further processing in the event of an error in a process or Velocity script and the provision of more detailed and descriptive error messages for users. In this document, the basic functionality of the integration of a custom error handler, together with the use of some standard cases, will be explained in more detail.
Advanced Techniques: Processes as follow on tasks (PDF, 240 KB)
In Intrexx, for tasks such as a portal export, data transfer or indexing jobs, it is possible to define follow-on tasks. These are controlled and executed after successful execution of the original task. In this article we show how a follow-up task can be defined. Open the Intrexx Portal Manager, login to your portal, and switch to the Processes module. Create a new process, and add and define a Generic Event Handler.
Advanced Techniques: SSL-Configuration of IIS (PDF, 531 KB)
In this workshop we will demonstrate how Internet Information Server (IIS) is configured to allow secure connections via https. Additionally, some technical background information on SSL connections, as well as the creation of a certificate, will be explained.
Advanced Techniques: Sortable grouping (PDF, 493 KB)
In a sortable grouping any required elements can be combined. Users can arbitrarily change the order of the elements in the browser by drag and drop.
Advanced Techniques: Save e-mail from Exchange in a data group (PDF, 345 KB)
In many businesses there is a requirement to store email correspondence with customers by archiving. With the help of Intrexx and the Business Adapter for Microsoft Exchange this requirement can be implemented in a matter of minutes, and with little effort. All that you need is an email application, which is shipped with Intrexx from Version 5.1 onwards, as well as an archive application to which the specified emails will be transferred. The archive application can be any Intrexx application. ...
Advanced Techniques: Using the Intrexx database API in groovy (PDF, 153 KB)
When creating processes which require database operations with Groovy, there is frequently a lack of clarity about the way in which such requirements are to be implemented. In such cases, it is recommended to use the Intrexx Database API. How and why this is so will be presented here, with reference to certain specific features.
Advanced Techniques: Set Exchange out of Office messages with Ajax (PDF, 525 KB)
This article demonstrates how you can use an Intrexx application to deposit and activate a recorded message for your Exchange user account. This is especially useful when employees are away from the office, e.g. travelling on business or on holiday, but have forgotten to set an appropriate ‘out of office’ message and activate it. This can be achieved via an Intrexx application, even if external access to Outlook is not possible.
Advanced Techniques: Setting header Information (PDF, 440 KB)
In this workshop we will demonstrate how so-called header information can be set in an email action in a process. By setting these properties, messages can be more precisely defined and identified, e.g. with a specific priority or confidentiality level. Additionally, Intrexx users can define and set their own header properties, so that the information can be used to control their own workflows.
Advanced Techniques: Enhanced dynamic filters (PDF, 369 KB)
This workshop describes the use of a dynamic filter, which filters the displayed records based on a predefined criterion. In the organization in our example, a Complaints application is used to register complaints from customers, and to make the processing and resolution as simple as possible. The application already includes overview pages, on which dynamic filters are available, e.g. to filter the complaints displayed by their status or the customer’s name. ...
Advanced Techniques: Application related email sender (PDF, 133 KB)
With effect from version 5.2 of Intrexx, an email action in a process can obtain the sender from data fields in the system data group of an application. This makes possible an application-related sender, which can then be configured via the portal in the browser.
Advanced Techniques: Unique number generator (PDF, 339 KB)
The Unique Number Generator makes it possible to generate automatically incrementing numbers according to predefined criteria. In these cases, the number can consist of any required combination of parts (number, date, time, word).
Advanced Techniques: Regular digest emails (PDF, 390 KB)
Employees receive a daily digest email with all of their pending tasks. Each user is to receive just one email daily at 06:00- separate emails for each task should not be sent. The frequency and timing can, of course, be adjusted to suit your requirements.
Advanced Techniques: Sharepoint integration with the OData Adapter (PDF, 786 KB)
This workshop describes the integration of Microsoft SharePoint via the Intrexx OData Adapter. To recreate all of the steps yourself, as a minimum, you require an installation of Intrexx 6 (portal server and manager), Microsoft SharePoint 2010, and basic knowledge of application development.
Advanced Techniques: Language dependent references (PDF, 175 KB)
When data groups with more than one primary key have references and the values of
session variables are used in the foreign key, a reference can be set as languagedependent.
An interesting aspect of this possibility is in connection to access to thirdparty