Connectors can be created by using the CSV and JSON files in order to access the data of these files.
In the following, we will give an example to create a connector from the CSV file “Suppliers” which contains supplier information such as name, code, and industry.
Creating a new connector
From CSV File
In order to create a connector, please open the page Connector under the Design. The connector will be available to use in the Smartform after necessary configuration.
Connector can be created via plus sign or directly with the File button:
The configuration page allows you to enter the desired connector name. The type of the file can be entered as CSV or JSON.
XLS and XLSX is not available at the moment.
After choosing the type, the file can be uploaded using the Upload file(s) button. Header and CSV-separator information should be provided.
After clicking the Save button, the connector will be saved and the “Testing” area will be available.
You can test the connector by clicking the “Execute connector” button.
From JSON File
You can easily upload a JSON file after filling the name of the connector and choosing the JSON file type:
Using the connector in the smartform
Custom connectors can be used in the smartform. In our example, we have created a connector for supplier information. In order to show the supplier list in the “Select” element of the smartform, “Connections” section should be opened on the left-hand side. The label and the value will be selected from the headers of the CSV file, which contain different information of suppliers.
Column names of the Supplier document that we use in this example as follows:
Customer_Code, Name, Symbol, Industry, Last update, Location, State, Revenue, ISIN
Parameter | Description | Example |
|---|---|---|
Connection 1 | Custom connectors can be reached via this drop-down list. | Suppliers |
JSON Path: label | This area determines the parameter which should be shown in the smartform drop-down list. |
|
JSON Path: value | This area determines the parameter which will be stored in the database. |
The names of the suppliers will be shown in the dropdown list of the smartform, but the code of the supplier will be stored in the database when the user selects the supplier name. |
Syntax for JSON path starts with a $ sign. [*] means all rows should be included. The last part after . specifies the column name which the data will be derived.
Blank space should be avoided from the column names to reach the information via JSON.
Customer Code → Customer_Code