How to Create a Custom User Interface (CUI)

Overview

Using the Custom UI feature, you can upload a template designed by a designer to the AgileApps platform. A template is a layout created by the application developers which you can use to customize the look and feel of any AgileApps application. The user uploads this template to the AgileApps platform like any other document and generates an Access URL. When the user opens this Access URL, the template uploaded to the AgileApps platform is rendered in run time for the selected application.

Who can use this feature?

Any application developer who meets the following requirements can view this feature:

• In the Manage Tenant Capabilities page for a tenant, the Developer Tools option should be enabled for the user. For more information, see Tenant Capabilities.
• Under Access Management > Access Profiles > Administrative Permissions > Development Controls, the Use Development Features option should be enabled. For more information, see Access Profiles.

Prerequisites

To use this Templates feature, you should meet the following prerequisites:

• In the Configure Service Settings > Template Configuration section, provide the list of file extensions that you want to support for template installation. This allows the environment administrator to allow only some file extensions that support template installation. For more information about the default Whitelisted File Types, see [Template Configuration].
• The recommended file structure for packaging the custom user interface is shown in the following image:

Further explanation of this folder structure is as follows:

• my-custom-ui: This is the root folder and it always exists. You can provide any name to the root folder. The root folder name can only contain alphanumeric characters (a-z, A-Z, 0-9), a hyphen(-), or a dot(.), or an underscore (_). Also, the root folder name cannot start with a dot(.).
• index.html: This file is the entry file and is mandatory for successful installation of the template.
• template-details.json: When you install the template in the AgileApps platform, the template name and the version is read from this internal JSON file. If this file is missing, then the template installation fails. This file is available inside the template.zip file and has the following file structure:

Note: The designer of the template is responsible for giving a unique name and version number to the template. AgileApps platform does not update these details as it is designed outside of AgileApps.

   {
    name: '{template unique name}',
    version: '{major.minor}'
   }

An example for a template name based on the above information is Test.1.

Basic Flow

Creating a new custom template for your AgileApps application involves the following steps:

• Creating a Template
• Installing the Template
• Configuring the Access URL

Creating a Template

Let us look at the following aspects of template creation:

1.Creating the Template

2.Setting up the Template Artifacts

3.Example for a Sample Template

Creating the Template

1. Create a directory and git clone the boiler template from GitHub as follows:

/* Clone from git repository using git bash */
git clone https://github.com/agileapps-dev-com/agileapps-cui.git

2. Configure the webpack development server as follows:

a. Go to agileapps-cui directory and open the webpack.config.js file in Notepad or any other text editor.

b. Update the target value into your agileapps instance path. An example is as follows:

/* Update the target value into your agileapps instance path include port as well, if any. */
     proxy: [{
      context: ['/networking', '/ace-lib'],
      "target": "https://agileapps-instance-path",
      "secure": false,
      "changeOrigin": "true"
    }]

3. Install any development setup dependencies by running the following command:

npm install

4. Start the development server by running the following command in the command prompt:

npm run start:dev

5. Access the URL at https://localhost:8054/simple/index.html where localhost is your machine name.

6. Modify the content in ~/agileapps-cui/src/simple. You can create more CSS, HTML, and JavaScript files as per your requirement. However, ensure to adhere to the recommended file structure guideline as shown here:

Note: It is mandatory to have an index.html file and a template-details.json file in the CUI directory.

Setting up the Template Artifacts

After you create the template, you have to package it for deployment. Archive the template you create by running the following command: npm run archive simple

Note: simple is the directory name in ~agileapps-cui/src

If you change the directory name or create a new directory, use that value instead of simple. The package will be available in ~/agileapps-cui/dist/ directory.

Example for a Sample Template

This is a sample template you can create using the index.html file listed here.

Note: The content present in this sample custom HTML file should be present in every HTML file that you create.

<!doctype html>
<html lang="en">

<head>
  <base href="./">
  <!-- Required meta tags -->
  <meta charset="utf-8">
  <meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">

  <link rel="stylesheet" href="/ace-lib/styles.css" />
  <link rel="stylesheet" href="/ace-lib/assets/themes/default/css/main.css" />
 
  <!--CUI specified css files -->
   <link rel="stylesheet" href="assets/css/styles.css" />	

  <title>My Custom User Interface for AgileApps </title>
</head>

<body>
	<!-- The Custom HTML template content goes here -->

  <!-- platform assets -->
  <script type="text/javascript" src="/ace-lib/runtime.js"></script>
  <script type="text/javascript" src="/ace-lib/es2015-polyfills.js" nomodule></script>
  <script type="text/javascript" src="/ace-lib/polyfills.js"></script>
  <script type="text/javascript" src="/ace-lib/scripts.js"></script>
  <script type="text/javascript" src="/ace-lib/vendor.js"></script>
  <script type="text/javascript" src="/ace-lib/main.js"></script>
 
 <!--CUI specified JS files -->
  <script src="assets/js/scripts.js"></script>

</body>

</html>

Installing the Template

1. Go to Settings > Customization > Developer Resources, and select Templates from the menu as shown in the following image:

2. In the All Templates screen, click Install as shown in the following image:

3. In the Install Template page, click Choose File and select the zip file for your template. Only .zip file format is supported. Other compression formats like RAR is not supported.

The template zip file has the following considerations for the characters used in the zip file:

• The zip file name should only contain alphanumeric characters (a-z, A-Z, 0-9), hyphen(-), dot(.), or an underscore(_).
• The folder name inside the zip file should only contain alphanumeric characters (a-z, A-Z, 0-9), hyphen(-), or dot(.), or an underscore (_). Also, the folder name cannot start with a dot(.) symbol.
• The file name inside the zip file should only contain alphanumeric characters (a-z, A-Z, 0-9), hyphen(-), or dot(.), or an underscore (_).
• The template version inside the template-details.json file should be in {major.minor} format. For example, 1.2.
• The template name inside the template-details.json file should only contain alphanumeric characters (a-z, A-Z, 0-9), hyphen(-), or dot(.), or an underscore (_). Also, it should start with an alphabet and end with an alphanumeric character.

4. Click Next and then click Install. On successful installation, you will see a message on-screen conveying the same.

Note: If any of the above considerations are not met, then the installation fails with the relevant error message.

5. This concludes the procedure for installing the template.

Updating an Existing Template

1. Go to Settings > Customization > Developer Resources, and select Templates

2. In the All Templates screen, click Install.

3. In the Select Template File screen, select the template file which you want to update and click Next.

4. The platform does a validation for the selected template name and you will see warning message stating that a template with the same name already exists. As a backup, you can download the existing template by clicking the Download button as shown in the following image:

5. Select Install to proceed with the installation and the platform performs an update for the existing template.

Note: There is no restriction on higher or lower versions when updating the template.

Deleting a Template

Note: Before you delete a template, ensure to remove all references to this template from any other entity in the platform.

1. Go to Settings > Customization > Developer Resources, and select Templates

2. From the All Templates page, select the template you want to delete.

3. In the Template Information page, click Delete.

4. In the Delete confirmation dialog box, click OK. The template is deleted from the platform. The template is moved to the Recycle Bin. You can choose to restore this deleted template at a later time or delete it permanently from the Recycle Bin.

Note: You can restore the template from the Recycle Bin; only when there is no duplicate template.

Configuring the Access URL

Using the Access URL, you can access the AgileApps application to which you apply the custom templates.

Note: The template that you install does not impact the look and feel of the application UI that you access using the default AgileApps URL. The template becomes applicable only when you access the application using the Access URL that you configure here.

1. After you install the template, from the Templates list page, click Configure Access URL as shown in the following image:

2. In the All Configured Access URLs page, you will see a list of all the configured access URLs for the applications to which you have access. You can enable or disable an access URL from this page. To configure a new access URL, click New Access URL.

Note: If you have not updated a namespace in the Developer Configuration section of the Developer Resources page, then the system prompts you with a message to update the namespace. Click the URL to update the namespace. Provide a name and save it. This is a mandatory step as every tenant should have a unique namespace. For more information about the namespace, see Developer Configuration.

3. In the Configure Access URL page, provide the following details in the Access URL Information section:

Field	Description
Select Application	Select an application from the drop-down list for which you want to apply this custom template. Note: You cannot change this selected application after you save this information.
Access URL Alias	Provide an alias for the Access URL. This alias gets appended to the Access URL which is used to access the application. The Access URL alias should contain only alphanumeric characters [A-Z,a-z,0-9], or an underscore(_), or a hyphen(-) and must always start with alphabetical characters and cannot end with an underscore(_), or a hyphen(-).Also, it cannot contain spaces or be left blank. Note: The Access URL cannot have duplicates. You cannot create another application using the same application alias unless and until you delete the other application having this same alias.
Access URL	This is created dynamically based on what you provide for the Access URL Alias field. The format for the Access URL is https://{domain}/networking/{apps}/{namespace}/{alias_name}/, where the Access URL Alias is appended at the end.
Select Template	Select a template for the drop-down list. This is the custom template which the platform applies to your application.
Mandatory User Login	If you select this checkbox, the user is by default taken to the platform login page. This happens if the user is opening the Access URL for the first time. After successful login in the platform login page, the user is taken to the template landing page. If you do not select this checkbox, the user is taken directly to the template landing page (the target index.html page) on clicking the Access URL.
Enable Access URL	Use this checkbox to enable or disable the Access URL.

4. This concludes the procedure for configuring the Access URL.

Editing the Access URL Configuration

1. Go to Settings > Customization > Developer Resources, and select Templates

2. Select Configure Access URL.

3. From the list of Configured Access URLs, select the Access URL you want to edit.

4. In the Access URL Information page, click Edit and update the required fields.

Note: You cannot change the application that you selected when configuring this Access URL.

5. After you make the changes, click Save.

Deleting the Access URL Configuration

1. Go to Settings > Customization > Developer Resources, and select Templates

2. Select Configure Access URL.

3. From the list of Configured Access URLs, select the Access URL you want to delete.

4. In the Access URL Information page, click Delete.

5. In the Delete confirmation dialog box, click OK. The configured Access URL is moved to the Recycle Bin. You can choose to restore this deleted Access URL at a later time or delete it permanently from the Recycle Bin.

Note: You can restore the Access URL configuration from the Recycle Bin; only when there is no duplicate Access URL Alias.

Packaging the CUI

By means of packaging, you can deploy the Template and Access URLs created in one tenant into another tenant. You can perform packaging as follows:

1. Go to Settings > Account Management, and select Packages.

2. Select the application to which you want to package the Template and the Template Access URL.

3. Click Add Item.

4. In the Package Items Information page, select Template. You will see a list of all the templates available for your tenant.

5. Select one or more templates you want to add and click Add to Package. If the item is added successfully, you will see an on-screen message in the Package Information page.

6. Again, in the Package Items Information page, select Template Access URL. You will see a list of all the template access URLs available for your tenant.

7. Select one or more Access URLs you want to add and click Add to Package. If the item is added successfully, you will see an on-screen message in the Package Information page. When you select an Access URL to page, following items are also packaged along with it:

• Template Access URL metadata
• Attached Template as Item Dependencies
• Attached Selected Application as Item Dependencies

8. Click Publish.

For more information about Packages and Package Items, see Packages and Package Items respectively.

How to Access the CUI in Run-time

1. Go to Settings > Customization > Developer Resources, and select Templates

2. Select Configure Access URL. You will see a list of all the configured Access URLs with the Application name and other details.

3. Click the Access URL Alias which you want to view in run-time. The Access URL format is https://{domain}/networking/apps/{namespace}/{Access URL Alias}/

4. From the Access URL Information page, copy the Access URL and paste it in any supported browser. You can now see the associated application render in your browser with the customized look and feel as defined in your custom template.

Single Sign-on Login URL for CUI

You can perform single sign-on for accessing the CUI using the following URL pattern: https://{domain}/networking/saml/ssoRequest?ticket=<ticket_ID>&done=apps/{namespace}/{Access URL Alias}/

Deleting an Application

When you delete an application, the platform deletes all the associated template Access URLs from the system permanently.

===Limitations=== (Update later)

• Platform do not restrict user to access the Template Access URL If user does not have an access to selected Application which is configured as part of Template Access URL. Platform will switch the Application context if user has access other wise NOT and user will be allowed to access the template with last selected Application in Agile Apps Platform
• Link in email notification still point to platform URL instead of Template Access URL if any email notification sent to user by accessing Application by CUI.