Companion Widgets for SNH Data Tables, Part II

“If you set a good example you need not worry about setting rules.”
Lee Iacocca

Last time, we put together a simple companion widget for an SNH Data Table that contained a single button. Today we will try something a little more complicated, with three different buttons and three different bulk actions. For this example, we will create a list of records waiting for an approval decision from the perspective of the person who can make such a decision. All of our buttons and bulk actions will be related to passing judgement on the items listed.

My Approvals example page

Here is the configuration script that we will used to produce this table.

var MyApprovalsConfig = Class.create();
MyApprovalsConfig.prototype = Object.extendsObject(ContentSelectorConfig, {
	initialize: function() {
	},

	perspective: [{
		name: 'all',
		label: 'All',
		roles: ''
	}],

	state: [{
		name: 'all',
		label: 'All'
	}],

	table: {
		all: [{
			name: 'sysapproval_approver',
			displayName: 'Approval',
			all: {
				filter: 'approverDYNAMIC90d1921e5f510100a9ad2572f2b477fe^state=requested',
				fields: 'sysapproval.sys_class_name,sysapproval,sysapproval.short_description,sysapproval.opened_by',
				svcarray: [],
				aggarray: [],
				btnarray: [{
					name: 'approve',
					label: 'Approve',
					heading: 'Approve',
					icon: 'workflow-approved',
					color: 'success',
					hint: 'Click here to approve',
					page_id: '',
					condition: ''
				},{
					name: 'approvecmt',
					label: 'Approve w/Comments',
					heading: 'w/Comments',
					icon: 'comment-hollow',
					color: 'success',
					hint: 'Click here to approve with comments',
					page_id: '',
					condition: ''
				},{
					name: 'reject',
					label: 'Reject',
					heading: 'Reject',
					icon: 'workflow-rejected',
					color: 'danger',
					hint: 'Click here to reject',
					page_id: '',
					condition: ''
				}],
				refmap: {
					sys_user: 'user_profile'
				},
				actarray: [{
					name: 'approve',
					label: 'Approve'
				},{
					name: 'approvecmt',
					label: 'Approve w/Comments'
				},{
					name: 'reject',
					label: 'Reject'
				}]
			}
		}]
	},

	type: 'MyApprovalsConfig'
});

The buttons handle actions for individual items and the bulk actions perform the same functions, but for more than one item at a time. Clicking on a button that involves comments should bring up an input dialog.

Entering comments for the selected action

Once the comments are entered, the companion widget should go ahead and update the database and inform the user of the action taken.

The selected item has been approved

Once the list is refreshed to reflect the changes, we can demonstrate a similar process for bulk actions.

Selecting all records for a bulk action

Once again, a dialog appears so that the rejection reason can be entered.

Entering comments for the selected bulk action

And once the comments have been entered, the action is taken for all selected records.

Bulk action taken on all selected records

And once the action has been taken, the screen is again refreshed to reveal that there are no further items requiring approval decisions.

Empty list after all items have been resolved

So that’s the concept. Now let’s take a look the companion widget that makes this all work. To begin, we throw in the same list of event names at the top like we do with all of the others.

var eventNames = {
	referenceClick: 'data_table.referenceClick',
	aggregateClick: 'data_table.aggregateClick',
	buttonClick: 'data_table.buttonClick',
	bulkAction: 'data_table.bulkAction'
};

We have to deal with both buttons and bulk actions for this one, but since they both do essentially the same thing, it would be nice to share as much of the code as possible. Since the only difference is that the buttons work on a single record and the bulk actions work on a list of records, we could convert the single record for the button into a list of one, and then hand off the work to a function that expected a list, which would then work for both. We still need two listeners, though, so let’s build those next.

$rootScope.$on(eventNames.buttonClick, function(e, parms) {
	var action = parms.config.name;
	var sysId = [];
	sysId.push(parms.record.sys_id);
	processAction(action, sysId);
});

$rootScope.$on(eventNames.bulkAction, function(e, parms) {
	var action = parms.config.name;
	var sysId = [];
	for (var i=0; i<parms.record.length; i++) {
		sysId.push(parms.record[i].sys_id);
	}
	processAction(action, sysId);
});

Our processAction function then will not know or care whether the action came from a button or a bulk action. Everything from this point on will be the same either way. Let’s take a quick peek at that function now.

function processAction(action, sysId) {
	if (!c.data.inProgress) {
		c.data.inProgress = true;
		c.data.action = action;
		c.data.sys_id = sysId;
		c.data.comments = '';
		if (action == 'reject' || action == 'approvecmt') {
			getComments(action);
		} else if (action == 'approve') {
			processDecision();
		}
		c.data.inProgress = false;
	}
}

The check of c.data.inProgress is just a defensive mechanism to ensure that we are only processing one action at a time. We set it to true when we start and to false when we are done, and if it is already set to true when we start, then we do nothing, as there is already another action in progress. The rest is just a check to see if we need to collect comments, and if not, we proceed directly to processing the action. If we do need to collect comments, then we call this function.

function getComments(action) {
	var msg = 'Approval comments:';
	if (action == 'reject') {
		msg = 'Please enter the reason for rejection:';
	}
	spModal.prompt(msg, '').then(function(comments) {
		c.data.comments = comments;
		processDecision();
	});
}

And in either case, we end up here to process the decision.

function processDecision() {
	c.server.update().then(function(response) {
		window.location.reload(true);
	});
}

Basically, that just makes a call over to server side where the actual database updates take place. Here is the entire Client controller all put together.

api.controller = function($scope, $rootScope, $window, spModal) {
	var c = this;
	var eventNames = {
		referenceClick: 'data_table.referenceClick',
		aggregateClick: 'data_table.aggregateClick',
		buttonClick: 'data_table.buttonClick',
		bulkAction: 'data_table.bulkAction'
	};

	$rootScope.$on(eventNames.buttonClick, function(e, parms) {
		var action = parms.config.name;
		var sysId = [];
		sysId.push(parms.record.sys_id);
		processAction(action, sysId);
	});

	$rootScope.$on(eventNames.bulkAction, function(e, parms) {
		var action = parms.config.name;
		var sysId = [];
		for (var i=0; i<parms.record.length; i++) {
			sysId.push(parms.record[i].sys_id);
		}
		processAction(action, sysId);
	});

	function processAction(action, sysId) {
		if (!c.data.inProgress) {
			c.data.inProgress = true;
			c.data.action = action;
			c.data.sys_id = sysId;
			c.data.comments = '';
			if (action == 'reject' || action == 'approvecmt') {
				getComments(action);
			} else if (action == 'approve') {
				processDecision();
			}
			c.data.inProgress = false;
		}
	}

	function getComments(action) {
		var msg = 'Approval comments:';
		if (action == 'reject') {
			msg = 'Please enter the reason for rejection:';
		}
		spModal.prompt(msg, '').then(function(comments) {
			c.data.comments = comments;
			processDecision();
		});
	}

	function processDecision() {
		c.server.update().then(function(response) {
			window.location.reload(true);
		});
	}
};

The actual work of updating the approval records takes place over on the server side. Here is the complete Server script.

(function() {
	if (input && input.sys_id && input.sys_id.length > 0) {
		var total = 0;
		var approvalGR = new GlideRecord('sysapproval_approver');
		for (var i=0; i<input.sys_id.length; i++) {
			approvalGR.get(input.sys_id[i]);
			if (approvalGR.state == 'requested') {
				approvalGR.state = 'approved';
				if (input.action == 'reject') {
					approvalGR.state = 'rejected';
				}
				var comments = 'Approval response from ' + gs.getUserDisplayName() + ':';
				comments += '\n\nDecision: ' + approvalGR.getDisplayValue('state');
				if (input.comments) {
					comments += '\nReason: ' + input.comments;
				}
				approvalGR.comments = comments;
				if (approvalGR.update()) {
					total++;
				}
			}
		}
		if (total > 0) {
			var message = total + ' items ';
			if (total == 1) {
				message = 'One item ';
			}
			if (input.action == 'reject') {
				message += 'rejected.';
			} else {
				message += 'approved.';
			}
			gs.addInfoMessage(message);
		}
	}
})();

That’s all basic GlideRecord stuff, so there isn’t too much commentary to add beyond the actual code itself. And that’s all there is to that. I still want to bundle all of these example up into a little Update Set, but I think I will do one more example before we do that. We will take a look at that one next time out.