The Essential Project Forum

We want to capture few fields of information and a document to be uploaded through a Data Entry form

Is this possible through the existing portal? Do we have a sample existing which can be referred?

Thanks
Rajaraman

Hi Rajaraman,

In Open Source, not really. We have a sample as to how you could do it in Labs but it is a manual process - create a web form and generate an import file using the form, which can then be loaded through the import utility. Look for 'Simplified Project Dates Data Capture' in Labs to see how we do it.

In Essential Cloud, yes, the Everyone's Essential forms and APIs offer this capability.

Regards

John

Thanks i have gone through editing facility for dates.

Why would you need to create XML download and then import.

Can we get a CORS enabled REST Web Service to post the data to server?

The Labs view is a demonstrator as to how you could build an interface and then export to Excel for importing via the import utility. If you wished to use XML, you would need to build the XML structure as an output from the form and specify the XML mappings for that to be imported via the service interface, see the attached spec for the XML interface.

In Cloud you could also leverage the utility APIs to get the data into Essential

Regards

John

Now that we are seeing Essential Docker, can you throw some light about how this can be done simply.

We want to upload a document to that portal and save the link url as metadata.

Appreciate your quick response.

Thanks.

I have sent competitors providing a customizable forms and data entry around documents. Can you come back on the possibility for Docker edition?

Hi,

Docker is exactly the same as Cloud, you can edit the data capture forms within the console and add, remove, hide fields, change the layout, create groups, etc

John

thanks but i still not understand is there a way for uploading a document for an existing meta model element say for example a composite application provider.

pls clarify.thanks.

Hi,

Can you clarify what you are trying to do? Are you looking to create a link to an external document from an Essential view, for example, in the Application Summary link off to a document that is stored elsewhere in your environment?
Essential can do this, or you can embed an image in the page, so you could embed a visio image in the Application Summary page.

If you are looking to actually store a document in Essential this is not possible.

Can confirm.

Sarah

There are numerous places where the architects store elements such as architecture decisions tagged to capabilities. They donot want to navigate to another site while showing the reports to the management at different levels.

I understand the product does not directly support the document stored part of it. But is there a possibility to call a webservice from the front end (JavaScript) while we edit a meta model class values using existing form, so that we can store the document else where but show the return url in the portal after storing part of our values.

Can you extend a possibility. This is a killer feature.

We see lot of other EA tool vendors provide OOB integration with a document store example SharePoint. Is there a possibility to tag documents to different architecture elements.

You can use the Supporting Documentation section of reports to hold this information and it can apply to pretty much any instance. There is a how to guide on this on the 'how to' page. We've seen clients use this for links to SharePoint, external sites, videos, YouTube, File Shares, etc.