You can add Quik! integration to your Salesforce account by using just the Quik! web services (to generate forms and to display a list of forms to users). The integration will generally take a salesforce.com developer 5 to 15 days to complete depending on the complexity of your user experience. The implementation uses Apex, JavaScript and XML.
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The following class is used to create and post an XML SOAP request and to process the response.
public with sharing class QuikFormHttpUtility {
public static String SendSOAPRequest(string strXML )
{
System.debug(strXML);
string xml='';
http soap = new http();
Httprequest soap_request = new Httprequest();
Httpresponse soap_response = new Httpresponse();
//soap_request.setEndpoint('https://websvcs.quikforms.com/quikformsenginews/5300/QuikFormsEngine.asmx');
soap_request.setEndpoint('https://websvcs.quikforms.com/quikformsenginews/5300/quikformsengine.asmx');
soap_request.setHeader('SOAPAction','https://websvcs.quikforms.com/quikformsenginews/Execute');
soap_request.setMethod('POST');
soap_request.setHeader('Host', 'websvcs.quikforms.com');
soap_request.setHeader('Content-type', 'text/xml; charset=utf-8');
soap_request.setHeader('Content-Length', '' + strXML.length());
soap_request.setTimeout(30000);
soap_request.setBody(strXML);
try
{
// Send the SOAP request
soap_response = soap.send(soap_request);
// Process the response
System.Debug(soap_response.getBody());
System.Debug(soap_response.getStatusCode());
System.Debug(soap_response.getStatus());
xml=soap_response.getBody();
return xml;
}
catch(System.CalloutException ex)
{
System.Debug('Exception thrown: ' + ex.getMessage());
throw ex;
}
catch (Exception e)
{
System.Debug('Exception thrown: ' + e.getMessage());
throw e;
}
return xml;
}
}
...
<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<soap:Header>
<AuthenticationHeader xmlns="https://websvcs.quikforms.com/quikformsenginews/">
<CustomerID>CUSTOMER_ID</CustomerID>
<UserName>USER_NAME</UserName>
<Password>PASSWORD</Password>
</AuthenticationHeader>
</soap:Header>
<soap:Body>
<Execute xmlns="https://websvcs.quikforms.com/quikformsenginews/">
<CustomJavaFileIncludePath />
<CustomJavaScript />
<FormIDs>1,2,3</FormIDs>
<TestDataMode>false</TestDataMode>
<TestFinalFormsMode>false</TestFinalFormsMode>
<FormExpiryDate />
<HTMLBodyOnloadFunction />
<HTMLFieldFontColor />
<HTMLFooter />
<HTMLFooterStyle />
<HTMLLoadingImage />
<HTMLLogoAltText />
<HTMLLogoPath />
<HTMLMainInstruction />
<HTMLMetaNames />
<HTMLMinorInstruction />
<HTMLReportFormError />
<HTMLRequiredBorderColor />
<HTMLShowButtonClear>true</HTMLShowButtonClear>
<HTMLShowButtonPrint>true</HTMLShowButtonPrint>
<HTMLShowButtonReset>true</HTMLShowButtonReset>
<HTMLShowButtonSave>true</HTMLShowButtonSave>
<HTMLShowButtonSign>true</HTMLShowButtonSign>
<HTMLShowButtonSubmit>true</HTMLShowButtonSubmit>
<HTMLStyles />
<HTMLTitle />
<iScrollFilePath />
<iScrollOff>false</iScrollOff>
<jQueryBlockUIFilePath />
<jQueryFilePath />
<jQueryUIFilePath />
<LoadXML><![CDATA[<?xml version="1.0" encoding="UTF-8" standalone="yes"?><ParentField><Field><FieldName>1own.SSN</FieldName><FieldValue>333224444</FieldValue><FieldReadOnly>false</FieldReadOnly><FieldVisibility>1</FieldVisibility><FieldRequired>false</FieldRequired><FieldFormat></FieldFormat><FieldMask>false</FieldMask><FieldCalcOverride>false</FieldCalcOverride><HiddenField>false</HiddenField></Field></ParentField>]]></LoadXML>
<SaveURL />
<SignAllDocsCombined>true</SignAllDocsCombined>
<SignJavascript />
<SignMessage />
<SignShowSignNow>false</SignShowSignNow>
<SignShowVerifyCode>false</SignShowVerifyCode>
<SignShowVerifyIDCheck>false</SignShowVerifyIDCheck>
<SignSubject />
<SignURL>https://websvcs.quikforms.com/Docusign/QuikESignTransportVersion/5300/QuikSignTransport.aspx</SignURL>
<SubmitJavascript />
<SubmitURL>https://websvcs.quikforms.com/HTMLFormViewTrans/v5300/FormViewHTML/QFVGetPDF.aspx?Edit=FALSE</SubmitURL>
<HostFormOnQuik>true</HostFormOnQuik>
<PreviewMode>false</PreviewMode>
</Execute>
</soap:Body>
</soap:Envelope>
Additional Code Snippets That May Help
Your Visualforce Page should contains an iFrame:
Here is where the callout is made and the result is pushed into the iFrame
- Visualforce.remoting.Manager.invokeAction(
'{!$RemoteAction.QuikConnectorController.makePostCalloutForHTMLRemoteAction}',
paramValue,accountId,
function (result, event) {
if (event.status) {
var iframe = document.getElementById("myiframeid");
if(iframe){
var frameDoc = iframe.document;
if (iframe.contentWindow) {
frameDoc = iframe.contentWindow.document;
}
frameDoc.open();
frameDoc.writeln(result);
frameDoc.close();
refreshIFrameElements(frameDoc);
}
}, { escape: false, timeout: 30000, buffer: false }
)
Elsewhere in the Script tag where the event listener for the iFrame message is created
- window.addEventListener('message', function(event) {
var accountId = {!$CurrentPage.parameters.accountId};
var selectionType = {!$CurrentPage.parameters.selectionType};
if(event.data.startsWith('EditablePDF', 2)){ //The browser will post message events occassionally, only grab messages with the payload
Visualforce.remoting.Manager.invokeAction(
'{!$RemoteAction.QuikConnectorController.fetchPDFsFromQuik}',
event.data, accountId, selectionType,
function (result, event) {
if (event.status) {
console.log('Result: ', result);
window.setTimeout(displayDSButton, 2000);
document.getElementById("spinner").style.display = "none";
alert('Upload to CLM Complete');
}else {
document.getElementById("spinner").style.display = "none";
j$('#errorText').text(event.message);
j$('#errorDialog').modal();
}
}, { escape: false, timeout: 30000, buffer: false }
);
}
});
And in the VF Controller or Controller Helper class here is how to setup the custom button
- FormButton HTMLButtonSubmit = new FormButton(dummyRedirectURL, customJS, 'Send', 'Send');form.HTMLButtonSubmit = HTMLButtonSubmit;
- form.HTMLButtonSubmit = HTMLButtonSubmit;
- String dummyRedirectURL = 'https://localhost';
String customJs = '$.ajax({url:\"https://websvcs.quikforms.com/HTMLFormViewTrans/v5500/QFVGetPDF.aspx?Edit=FALSE?\", type: \'POST\', data:$(\'#QFVFormPage\').serialize(),success : function(data) { window.parent.postMessage(JSON.stringify(GetPrintData(false,false,true)), \'*\') }});';