10 DIY SharePoint Web Parts #5

 

This post is the fifth in a series of postings, containing examples of SharePoint WebParts that anybody can build all by themselves.  To read all posts in this series, or to get started with the RSSBus WebPart, go here.

#5 – QuickBooks Web Part!

 qbcustomer
I accidently overwrote the original post.  Sorry about that.  Below are the steps for the QuickBooks webpart.  If there are other QB searches you need to do, I can help with that.  The RSSBus QBOps Connector has a ton of functionality. 

Step one is to make sure you have the RSSBus Web Part installed.  See here for instructions.

Step two, make sure you have the QB Connector installed. 

Step three, make sure QuickBooks is accessible.  This means that either QB must be installed on the SharePoint machine, OR you’ll need the assistance of the QB Remote Connector, available for free at RSSBus.com.  The QB Remote Connector should be running on the QB machine.  Then your web part will connect to it remotely over secure HTTP.

Step three, add the RSSBus WebPart to your page and paste the following template into its source editor, and click “Apply”.

 
 
 
 
<rsb:info>
  <input name="conn" desc="If QuickBooks is running remotely, set this the the url to the Remote Connector (ie, url='http://remoteconnectorserver:2080')." def="" />
</rsb:info>

Customer: <input type="text" name="name" value="" />
<input type="submit" " value="Search" />

<rsb:check attr="_request.form:name" >    

  <rsb:import lib="RSSBus.QbOps"/>
  <rsb:set attr="myinput.conn" value="[[conn]]" />

  <rsb:call op="qbGetCustomer?name=[[_request.form:name]]" input="myinput">
    <rsb:first>
<div style="height:150;overflow:auto">
<table width="100%">
<tr>
 <th style="background-color:LightGrey;"></th>
 <th style="background-color:LightGrey; white-space:nowrap">Customer</th>
 <th style="background-color:LightGrey; white-space:nowrap">Balance</th>
</tr>
    </rsb:first>

    <tr>    
      <td valign="top"><a href="mailto:[[qb:email]]"><img src="/Picture Library/icons/email.ico" width="16px" border="0" /></td>
      <td>[[qb:name | CapitalizeAll]]</a><br />
        <a id="company">[[qb:company| CapitalizeAll]]</a><br />
        [[qb:phone| CapitalizeAll]]<br />
      </td>
      <td valign="top">[[qb:balance | Currency]]</td>
    </tr>

    <rsb:last>
      </table>
    </rsb:last>
  </rsb:call>    
</rsb:check>
 
 

Step four is to set your connection string.  If QB is running on some accessible machine, and the Remote Connector is running there as well, you should only need to set the connection string to a URL:

url='http://remoteconnectorserver:2080'

If you’ve clicked “Apply” in the source editor of the web part, you should now see a new property appear in the properties editor of the web part in your browser.  Under “Web Part Inputs”, you’ll see “conn”.  This inputs will need to be set with the connection string in order to connect to QuickBooks.

After you have set the conn input, click “Apply” in the properties window and the page will reload.  Enter a customer name (last name, first name) and click “Search”.  The customer details will be displayed inside the web part!

As always, you can customize the html in the template if you want, or leave it as is.

See all posts in this series:  10 DIY SharePoint Web Parts.
Browse RSSBus Connectors.
Basic RSSBus Scripting Cheat Sheet.

 

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Print | posted on Monday, August 24, 2009 3:06 AM

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