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Custom forms application will allow authorized business users to generate the
promotion / campaign / newsletter/store web forms based on predefined
functionality, and to promote the generated forms to their respective production
environment.
And the CFA (custom form admin) is your solution for creating forms as needed
without the need for any development resource. It is the single source system
at Wolters Kluwer for managing and storing any custom forms you created
along with the associated customer data.
Technology:
The technologies involved in this are
1 ASP.net frame work 2.0
2 Sql Server 2005
Roles: There are three kinds of roles are there.
1. Administrator2. Business admin3. Internal user Reporting only
Login:
Business users are needs login in to custom forms to generate promotion /
campaign / newsletter/store web forms based on predefined functionality,
and to promote the generated forms to their respective production
environment.
Business user need to provide valid login (Email address) and password to login
After User given the correct credentials then he will directed to CFA main
page.
Understanding Document:
Master maintenance
Form maintenance
Create forms
Reporting
Logout
Help
While login into the page we will see the welcome screen as welcome to custom
form web application.
The home page is called as master page and the master page is having links to
different menus so these are displayed by writing a source code on the master
page.
1. Master maintenance:
In the master maintenance menu there are 9 sub menus are there
Form fields
Business configuration
Store forms mapping
Market segments
Market sub segments
Product types
Departments
Understanding Document:
Titles
Archive/recall data
1.1
Form felids:
1. When a user tries to login first the authentication will be checked and
membership also checked here
2 After the checking we are redirected to default.aspx page i.e. we are
redirected to master page
3 If the page is not authenticated the details are not visible to us else if the
page is authenticated it will check for the roles
4 If the role is administrator or business admin mastermaintainence is
visible for them else the role is internal user it is false and for admin and
businessadmin form maintenance and create forms reporting ,login , help
also becomes visible
In the form fields page we are having a form which is to be filled by the user i.e.
1. When user wants to go to form fields while clicking the form fields the
page will navigate to form fields.aspx
2. When we want to go to this page again the authentication will be
checked once again then it goes to get all business groups by user
3. Then by using get data access we are returning the get all business
groups by user
4. Then it calls the data access method which is having the class data
access helper here it will check the connection string setting if it is
correct then it goes to get the details of the data access link and it get
back the link to da layer then
5. Now we are getting the info regarding the business groups here we are
returning the value of the groups as the names and their ids
6. After getting all the bgnames and ids now for checking that in the drop
down list we are writing a function checking from the cookie value
7. After this we are getting all field name control types here also we are
getting all the data access and all field name control types are to be
returned here
Understanding Document:
8. Here we are for getting all field name controls we are establishing
connection string and here we are writing a stored procedure for
getting all the field name controls and ids from
tblfilednamecontroltypes the procedure is getallfieldcontroltypes
and returning the fileds after getting it
9. After getting all the field controls now we are suppose to select the
type of the field i.e. interger, varchar, etc .
10.
Now we are retriving the sales logix data base list i.e. taa etc
from it and
11.
It goes to get the fields by business groups and here we are
getting the required filed display width and filed length accepted filed
validation expression filed inculsion code filed name label and return
their sequence number and returning the filed name control type name
After getting all these the page is displayed and fill the fields and save it
then after saving it goes to the save method in the fields page there after
getting executed we get a message called successfully saved
Then we will again redirect to the page we can edit and delete the fields that
we aerated there
For editing and deleting it goes to grid view and again calls the edit option
there and checking the authentications also
Tables used
tblFields
tblFieldNameControlTypes
Stored procedures used
spInsertFormField
spUpdateFormField
spDeleteFormField
spCheckFieldNameText
Understanding Document:
8. While editing it checks for authentication from master page then if the
user is authenticated then it goes for grvMarketSegment_Row
Command method in the grid view block and the id and value are
checked once agin and it shows us to edit
9. When we edit some thing there and click to update then again it comes
back for authentication and then it comes to the method
grvmarketsegment_rowupdating it checks for each market segment if
we give a null value there then it shows in valid market segment name
10. After adding it it goes to tblmsglobal there by using stored procedure
spUpdateGlobalID we are updating the market sements and their ids
Understanding Document:
Tables used
tblMSGlobal
tblMSSGlobal
tblDEPTGlobal
tblTLGlobal
Stored procedures used
spInsertGlobalID
spUpdateGlobalIDInt
spUpdateGlobalID
spDeleteGlobalIDInt
spDeleteGlobalID
spGetGlobalList
Understanding Document:
Tables used
tblMSGlobal
tblMSSGlobal
tblDEPTGlobal
tblTLGlobal
Stored procedures used
spInsertGlobalID
spUpdateGlobalIDInt
spUpdateGlobalID
spDeleteGlobalIDInt
spDeleteGlobalID
spGetGlobalList
Understanding Document:
Tables used
tblProductTypes
Stored procedures used
spGetAllProductTypes
spDeleteProductTypes
Understanding Document:
spUpdateProductTypes
spInsertProductTypes
1.7 Departments:
1.8 Titles:
Understanding Document:
3. We will see the dependencies i.e. Market segment, Market sub segment,
Departments and we add the titles to them and we can update, delete and
add new titles to them.
Understanding Document:
12.
Then again if we click the check box and then click process the
selected forms then it will goes to archive data
Tables used
tblCustomFormMaster
Stored procedures used
spGetAllArchiveRecallForms
spProcessArchiveRecallForms
2. Form Maintenance
In the form maintenance we will see these options will provide further
submenus.
Products
Industry / Market segment (Normalized)
Market sub segments (Normalized)
Departments (Normalized)
Titles (Normalized)
Feedback Types
Courses
Firms / Businesses
Form / Newsletters
2.1 Products:
Understanding Document:
2. Here for displaying the business groups we are calling get all business
groups method
3. Here the method returns all the group names and ids
4. It calls ddlBusinessGroups1_PreRender This function is created to select
the index in the dropdown from the cookie value
5. And in this page we are having two lists so it goes for two times and
agsin the names and ids are returned and the same type method
ddlBusinessGroups2_PreRender is called with same functionality we are
using stored procedure spGetAllBusinessGroups to retriving them
6. Now we are calling the custom form for business group method here
it returns the custom form title and id here it returns four times and
again it calls get all business groups by user method again it returns
name and id
7. Then it goes for ddlBusinessGroupX_PreRender and here the checking
of cookies and null will done then GetCustomFormsForBusinessGroup
and again it returns the form title and id for twice in this we are using
SP_GETCUSTOMFORMSFORBUSINESSGROUP stored procedure
8. Then it goes to products class from there it get all the product types
method then we write for concatination for displaying product acronym
and id and then we are adding the acronym and id by constructor then
after it will displays the page
9. Then by selecting business group ddlBusinessGroups1_TextChanged
will be executed it checks the expired or not about the value
10.
ddlBusinessGroupX_PreRender is called after tis it backs to
getcustomformsforbusinessgroup
11.
again it will checks for form title and id then after selecting it into
this it will loads and press copy button
12.
then it goes to btnCreateCopy_Click it checks for various cases
that if the data already exists or no data or data successfully copied it
will display that message
13.
when we add or update or delete the product from there it goes
into grid view
14.
then it will call the product types and goes for the edit view and
then if we update it goes for the required
15.
spInsertProducts and
spCopyLocalData are the two procedures which are used insert the
Understanding Document:
products in the tblProducts and copying the data according the value is
market segment or sub segment or department or titles or courses
Tables used
tblProducts
Understanding Document:
Understanding Document:
13.
After selecting the business and form fields that are to be copied
and from which fields that are copied are also be selected after wards
selecting them there is a button copy market sub segments
14.
Then it goes into page authentication and after it we go for
btnCreateCopy_Click event first we are converting the selected form
into local id value there it checks for different cases i.e. if the data is
alredy exists or source data does not exists or some error or sucessful
process
15.
Then ddlBusinessGroups1_PreRender method is called for page
validation and cookies etc
16.
If the data is already exists then it shows that data already exists
and please try for edit or delete or update data
17.
When we try to load the data then we need to add business
configuration and custom form title then it will goes to
18.
ddlContactFormTitles_SelectedIndexChanged method which is
used to display the parent market segment and then goes to
ddlBusinessGroups1_PreRender method and
ddlBusinessGroups2_PreRender ddlBusinessGroupsX_PreRender and
get local list method is called
19.
when we called parent market segment there then it again goes
for ddlMarketSegment_SelectedIndexChanged and inside it
ddlGlobalMarketSubSegment we are calling the data from this method
id copied to drop down
20.
The data source id is odsGlobalMSSbyMSandForm and then it
displays the local market sub segment name for repective global
market sub segment and local market sub segment id we edit and
delete here and we can add new sub segment here
alredy exists or source data does not exists or some error or sucessful
process
15.
Then ddlBusinessGroups1_PreRender method is called for page
validation and cookies etc
16.
If the data is already exists then it shows that data already exists
and please try for edit or delete or update data
17.
When we try to load the data then we need to add business
configuration and custom form title then it will goes to
18.
ddlContactFormTitles_SelectedIndexChanged method which is
used to display the parent market segment and then goes to
ddlBusinessGroups1_PreRender method and
ddlBusinessGroups2_PreRender ddlBusinessGroupsX_PreRender and
get local list method is called
19.
when we called parent market sub segment there then it again
goes for ddlMarketsubSegment_SelectedIndexChanged and inside it
ddlGlobalMarketSubSegment we are calling the data from this method
id copied to drop down
20.
depatrments are copied to here we can add depatments and edit
and delete and update them
2.5 Titles (Normalized):
1. When user wants to go to titles while clicking the titles on master
maintenance the page will navigate to form ntitles.aspx
2. Here for displaying the business groups we are calling get all business
groups method
3. Here the method returns all the group names and ids for every group
4. It calls ddlBusinessGroups1_PreRender This function is created to select
the index in the dropdown from the cookie value
5. And again it call getallbusinessgroup for returning business groups for
second list in this we are using stored procedure
spGetAllBusinessGroups to retriving them
6. And in this page we are having two lists so it goes for two times and
agsin the names and ids are returned and the same type method
ddlBusinessGroups2_PreRender is called with same functionality
7. Now we are calling get custom forms for business group method here it
returns the custom form title and id here it returns four times and
again it calls get all business groups by user method again it returns
name and id for four times it returns the values and then
Understanding Document:
Understanding Document:
Understanding Document:
10.
Then it goes for getlocallist method which returns the local
parent market sub segment and it value here and the parent is market
segment
11.
And local list value is department and id is cfid by using stored
procedure SP_GETLOCALLIST
12.
Then it diaplays the page and after displying get the fileds that
are to be select
13.
After selecting the business and form fields that are to be copied
and from which fields that are copied are also be selected after wards
selecting them there is a button copy titles
14.
Then it goes into page authentication and after it we go for
btnCreateCopy_Click event first we are converting the selected form
into local id value there it checks for different cases i.e. if the data is
alredy exists or source data does not exists or some error or sucessful
process
15.
And it calls the stored procedure SP_COPYLOCALDATA to copy the
local data Then it goes into page authentication and after it we go for
btnCreateCopy_Click event first we are converting the selected form
into local id value there it checks for different cases i.e. if the data is
alredy exists or source data does not exists or some error or sucessful
process
16.
Then ddlBusinessGroups1_PreRender method is called for page
validation and cookies etc
17.
And the stored procedure SP_GETLOCALLIST is used to reptive
the local data
18.
If the data is already exists then it shows that data already exists
and please try for edit or delete or update data
19.
In this method SP_GETLOCALLIST stored procedure is called it get
all the local data
20.
And the methods like add or delete or update while performing
them we are directed to the methods of the grid view there by we can
add or delete or update the feedback types for inserting we use
sp_insertlocal stored procedure and for deleting also we use
SP_DELETELOCALID
2.7 Courses:
1. When user wants to go to courses while clicking the titles on master
maintenance the page will navigate to courses.aspx
Understanding Document:
2. Here for displaying the business groups we are calling get all business
groups method
3. Here the method returns all the group names and ids for every group
4. It calls ddlBusinessGroups1_PreRender This function is created to select
the index in the dropdown from the cookie value
5. And again it call getallbusinessgroup for returning business groups for
second list in this we are using stored procedure
spGetAllBusinessGroups to retriving them
6. And in this page we are having two lists so it goes for two times and
agsin the names and ids are returned and the same type method
ddlBusinessGroups2_PreRender is called with same functionality
7. Now we are calling get custom forms for business group method here it
returns the custom form title and id here it returns four times and
again it calls get all business groups by user method again it returns
name and id for four times it returns the values and then
GetAllBusinessGroupsByUser in this we are using
SP_GETCUSTOMFORMSFORBUSINESSGROUP stored procedure
8. Then it goes for ddlBusinessGroupX_PreRender and here the checking
of cookies and null will done then GetCustomFormsForBusinessGroup
and again it returns the form title and id for twice
9. Then it goes for ddlBusinessGroupX_PreRender and here the checking
of cookies and null will done then GetCustomFormsForBusinessGroup
and again it returns the form title and id for twice
10.
Then it goes for getlocallist method which returns the local
values
11.
And local list value is department and id is cfid by using stored
procedure SP_GETLOCALLIST
12.
Then it diaplays the page and after displying get the fileds that
are to be select
13.
After selecting the business and form fields that are to be copied
and from which fields that are copied are also be selected after wards
selecting them there is a button copy titles
14.
Then it goes into page authentication and after it we go for
btnCreateCopy_Click event first we are converting the selected form
into local id value there it checks for different cases i.e. if the data is
alredy exists or source data does not exists or some error or sucessful
process
15.
And it calls the stored procedure SP_COPYLOCALDATA to copy the
local data Then it goes into page authentication and after it we go for
Understanding Document:
Understanding Document:
Understanding Document:
Newsletters:
Understanding Document:
3. Create forms:
This option will provide further submenus.
Forms configuration
Forms configuration extended
Response email
Define fields and finish
Understanding Document:
11.
And then ddlBusinessGroups_PreRender is used for page is post
back or null or empty
12.
2.
13.
ddlFormTypes_SelectedIndexChanged is selected and then it
goes in to ddlBusinessGroups_PreRender for checking the value is
empty or null or post back or not and after clicking the check box for
route leads it goes into chkRouteLeads_CheckedChanged there it
checks ddlMarketSegments.Enabled = !ddlMarketSegments.Enabled;
rfvMarketSegment.Enabled = ddlMarketSegments.Enabled;
ddlMarketSubSegments.Enabled = !
ddlMarketSubSegments.Enabled;
rfvMarketSubSegment.Enabled = ddlMarketSubSegments.Enabled;
ddlProductTypes.Enabled = !ddlProductTypes.Enabled;
rfvProductType.Enabled = ddlProductTypes.Enabled;
Understanding Document:
14.
ddlBusinessGroups_PreRender method is called and after wards
while selecting market segments ddlBusinessGroups_PreRender is
called again and from there GetGlobalList is called and then
ddlMarketSubSegments_DataBound for market sub segments
15.
then after wards while coming to the page again we are having
the txt fields to be filled as per the requirement there product type,
Include dsm in cc, cc email id, offer number, market plan, acronym,
campaign code, promotion code, terms and conditions
16.
and then meta tags are there in that title, description, keywords,
author
17.
finally there is button for save form configuration is there if we
click on it then
CvContactFormName_ServerValidate is called to validate the server and
creating new instances for the entered fields
And then from get global list is also called and market segments and
market sub segments are data bound here finally it shows form
configuration saved successfully
Understanding Document:
1. When user wants to go to define field and finish while clicking the titles
on master maintenance the page will navigate to cformfeild.aspx
Understanding Document:
2. Here for displaying the business groups we are calling get all business
groups method
3. Here the method returns all the group names and ids for every group
4. Then after in the page we are selecting business group and form title then
ddlFormTitles_SelectedIndexChanged is selected and
ddlBusinessGroups_PreRender is called and then field view are selected and
GetPageFieldsForCustomFormAndBusinessGroup method is called and then it
get the all the fields that are to be displayed and then while selecting the
style sheet , header, left navigation ,footer
5. Then there are 3 fields which are db dependent , order of the form , required
we check this fields and we can give the order of the fields also to be
displayed
6. And there are three buttons at the bottom which are save and preview
configuration page, save
1.Reporting
2. When user wants to go to define field and finish while clicking the titles
on master maintenance the page will navigate to cfornfeild.aspx
3. Here for displaying the business groups we are calling get all business
groups method
4. Here the method returns all the group names and ids for every group
and ddlBusinessGroups_PreRender is called and then it goes to the page
5. There business group and form title and from and to date then market
segment and product type are to be given then for displaying results
matching any or matching all radio buttons are there and finally show leads
submit button is there while clicking it after filling all the values
6. It shows in a grid view the generated report
7. Logout
Logout will remove the user session and redirect the user to login form.
8. Help
User can get help on creating contact form through Help link available in the
menu. User has option to select the topic or he can search for topic for help.
Understanding Document:
Understanding Document: