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<!DOCTYPE html>
<html lang="en">
<head>
<title>PresideCon 2018: Customising the Data Manager</title>
<meta charset="utf-8">
<meta http-equiv="x-ua-compatible" content="ie=edge">
<meta name="viewport" content="width=device-width, initial-scale=1">
<link rel="stylesheet" href="shower/themes/ribbon-mod/styles/screen-4x3.css">
<link rel="stylesheet" href="shower/themes/ribbon-mod/styles/mod.css">
</head>
<body class="shower full">
<header class="caption">
<h1>Customising the Data Manager</h1>
<p>Seb Duggan, PresideCon 2018</p>
</header>
<section class="slide">
<img src="img/puffin.jpg" class="cover">
<h2 class="place" style="white-space: nowrap;">Customising the Data Manager</h2>
<h3 class="place" style="margin-top:2.5em;"><em>Seb Duggan</em></h3>
</section>
<section class="slide">
<h2>Data Manager basics</h2>
<ul>
<li>Add <code>@dataManagerGroup groupname</code> to object definition
<li class="next">Object will be listed in the Data Manager</li>
<li class="next">Basic interface to managing your data: listing, add, edit, delete</li>
</ul>
</section>
<section class="slide">
<h2>Data Manager basics</h2>
<img src="img/basic-objects.png" width="650">
</section>
<section class="slide">
<h2>Data Manager basics</h2>
<img src="img/basic-listing.png" width="650">
</section>
<section class="slide">
<h2>Data Manager basics</h2>
<img src="img/basic-edit.png" width="650">
</section>
<section class="slide">
<h2>Simple customisations</h2>
<ul>
<li>Apply annotations to object definition:
<ul>
<li class="next"><code>@dataManagerGridFields</code></li>
<li class="next"><code>@dataManagerSearchFields</code></li>
<li class="next"><code>@dataManagerDefaultSortOrder</code></li>
<li class="next"><code>@dataManagerAllowedOperations</code></li>
<li class="next"><code>@dataManagerDisallowedOperations</code></li>
</ul>
</li>
<li class="next">Form customisation - Jan Jannek’s talk this afternoon</li>
</ul>
</section>
<section class="slide">
<h2>Simple customisations</h2>
<div>
<pre>
<code class="comment">/**</code>
<code class="comment next"> * @dataManagerGroup Projects</code>
<code class="comment next"> * @dataManagerGridFields label,date,regions_list</code>
<code class="comment next"> * @dataManagerSearchFields label,date,regions</code>
<code class="comment next"> * @dataManagerDefaultSortOrder date desc</code>
<code class="comment next"> * @dataManagerDisallowedOperations delete</code>
<code class="comment"> */</code>
<code>component { ... }</code>
</pre>
</div>
</section>
<section class="slide">
<h2>A custom admin interface</h2>
<ul>
<li>What if you want to:
<ul>
<li class="next">Move it outside the Data Manager screen</li>
<li class="next">Define content on the listing or view page</li>
<li class="next">Set up custom permissioning</li>
<li class="next">Add extra data processing actions</li>
</ul>
</li>
</ul>
</section>
<section class="slide">
<h2>Old solution: crudadmin</h2>
<ul>
<li>devtools command: <code>> new crudadmin</code>
<ul>
<li class="next">Generate custom admin boilerplate for an object</li>
<li class="next">Numerous files being created just for basic functionality</li>
<li class="next">Much duplication of code</li>
<li class="next">Didn’t benefit from all features of Data Manager</li>
<li class="next">Miss out on Preside improvements</li>
<li class="next">Either/or approach with this and Data Manager</li>
<li class="next">Officially retired in Preside 10.9</li>
</ul>
</li>
</ul>
</section>
<section class="slide">
<h2>New & improved Data Manager</h2>
<ul>
<li>Introduced in Preside 10.9</li>
<li class="next">Individual record view screen</li>
<li class="next">Customise object admin by convention
<ul>
<li class="next"><code>/handlers/admin/datamanager/{objectName}.cfc</code></li>
</ul>
</li>
<li class="next">Many customisation points (well-documented!)</li>
<li class="next">Minimises duplication of code</li>
<li class="next">All the benefits of the Data Manager interface</li>
<li class="next">Allows object admin to be first-class citizen of the admin</li>
</ul>
</section>
<section class="slide">
<h2>Record view screen</h2>
<ul>
<li>New screen to show data in a read-only format</li>
<li class="next">Relationships show as links, or as a record browser</li>
<li class="next">Default view is functional, but will often benefit from customising</li>
</ul>
</section>
<section class="slide">
<h2>Record view screen</h2>
<img src="img/view-record.png" width="650">
</section>
<section class="slide">
<h2>Customisations</h2>
<ul>
<li>Add extra content to various positions in the view</li>
<li class="next">Completely replace a view</li>
<li class="next">Add buttons, actions and pages</li>
<li class="next">Pre/post hooks for data operations</li>
<li class="next">Custom breadcrumbs</li>
<li class="next">Complex custom permissioning</li>
<li class="next">Write your own customisations</li>
</ul>
</section>
<section class="slide">
<h2>Real-world customisations</h2>
<img src="img/sage-warehouse.png" width="650">
</section>
<section class="slide">
<h2>Real-world customisations</h2>
<img src="img/sage-orders.png" width="650">
</section>
<section class="slide">
<h2>Real-world customisations</h2>
<img src="img/sage-calendar.png" width="650">
</section>
<section class="slide">
<h2>Real-world customisations</h2>
<img src="img/sage-inventory.png" width="650">
</section>
<section class="slide">
<h2>Real-world customisations</h2>
<img src="img/mis-client.png" width="650">
</section>
<section class="slide">
<h2>Real-world customisations</h2>
<img src="img/crm.png" width="650">
</section>
<section class="slide">
<div class="place">
<h2 style="white-space: nowrap; text-align: center;">Live demo</h2>
<p class="next" style="text-align: center;">What could possibly go wrong?</p>
</div>
</section>
<section class="slide">
<h2>Some final observations</h2>
<ul>
<li>Customisations only apply when using the Data Manager: use interceptors as well</li>
<li class="next">There are more customisations I haven’t covered</li>
<li class="next">The docs describe all the customisations in great detail</li>
<li class="next">Get out there and start experimenting!</li>
</ul>
</section>
<section class="slide">
<h2>Any questions?</h2>
<ul>
<li>Docs: <a>https://docs.preside.org/devguides/datamanager.html</a></li>
</ul>
</section>
<script src="shower/shower.min.js"></script>
</body>
</html>