How to keep track of versions of a D365/Power Apps portal application form - microsoft-dynamics

Apologies if the title is not clear as I was not sure what to set it to. Also, I was not sure whether to post this question here or in a Power Apps forum as my problem also involves that platform.
I am in need of advice on the best way to create a system I'v been tasked to create.
The system in question is going to provide our customers with an online application form to apply for some of our services. This application form is to be created using a Power Apps portal form and the data is to be saved in D365 entities. The application form will be collecting a lot of information about applicants such as their personal and contact details, joint applicant (if any), employment history, current and old addresses, residency history, etc.
The application has a unique reference number. Once an application is submitted, it will be reviewed and will either be accepted or rejected by the admin team. But during its review or even after it's been rejected, the admin team could allow the applicant to make changes to the application on the applicant's request. For instance, if the application has been rejected because the admin team did not find the joint applicant suitable for the application, the applicant could ask the admin team to allow them to amend the application to remove that joint applicant or replace them with another applicant.
Here's the important part. Because an application can be amended during its life before it has been accepted or rejected for good, the admin team need the system to keep track of all changes made to the application. Therefore the system should support a version history of the application. This should include a version number so that every time a new version of the application is made, the version number is incremented. And all versions will be pointing to the same application, i.e. they will hold the unique reference number of the application.
Finally, the admin team wants the ability to send the applicant the link to the specific version of the application the applicant wants to amend or update (which is usually the latest version but it could be an older version) so that when the applicant clicks the link the Power Apps portal form will load all the details of that version for the applicant to access.
I most appreciate any advice the good experts here can provide for the above scenario.

Related

Adding custom data to Django's admin dashboard

I'm having a bit of trouble with Django again.
I have a simple e-commerce website project that I'm working on for my graduation. It sells books. I've got basic functionalities down, such as adding categories and products, client sign-ups and logins, a session-based shopping cart, a checkout page fully connected to a payment API, and an orders model to keep track of data.
My professor has asked me now to to add relevant reports in the Admin panel, talked to me a while about what would be relevant to see and all. So, I've got in mind what I'm hoping to make.
I want to have two containers in the main dashboard page, which would display some quick analytics (like, how many books the store has sold in the past seven days, how much money from sales the site has made in the past month), as well as links in the sidebar: I want each relevant app within my project to have their own reports section in the Admin panel, maybe led to from a link underneath their models. I've separated the storefront, accounts, orders, shopping cart, and checkout, for instance, in different apps
The problem is I can't really figure out how to actually... do that...
I've fiddled with the layout and templates on the admin; I've figured out how to add custom links to the admin page, and change its design elements, for instance. But I'm not sure how to link the data I want to the dashboard. It feels like the answer is right in front of me and I can't reach it...
I guess my question is, how can I add my reports to the Django admin page per app, and how can I add these containers that I want in the dashboard?
I've guessed that I have to start out by building a view for each report. So I am currently reading the Django docs on the Admin page again, as well as looking at questions similar to mine.
But any information y'all can share that could ease up this process and save me some time would be very much appreciated. Thanks so much!
PS: If it helps, I am overriding the admin templates by having all the .html pages copied on my project's templates folder - it's how I got it to display the store's header in the admin dashboard.

which should come first creating a django user or a stripe payments charge?

I am using Django and stripe checkout. When someone new comes to the site, wanting to join and pay by credit card, I need to create a new user (ie setup a user name and password) as well as charge them (via stripe's API).
From a code and UX perspective, which should come first? Or, better, can I do both in one step?
Note: various web tutorials discuss these separately but never together.

How to Assign States to Viewers of Django Web Application?

Problem Statement
I'm working on building out a single-page Django web app and am trying to implement the following functionality:
- All viewers of the page are associated with a state. There are buttons on the page which enable viewers to change their state.
- The application stores a list of all current viewers of the page, and their associated states. Whenever a user changes their state, this stored list of viewers updates with this new information.
- The application should display how many people are online (viewing the page) at a given time.
Blockers
I'm unsure of how to collect a list of all current viewers of a page in Django, nor how to collect how many users are currently viewing the page.
Ideally, my application would not require a login to use: therefore, I'd rather either associate viewer state with a user object that doesn't require sign-in, or not associate viewer state with a user object (I'm still new to user objects though, so forgive me if this point doesn't make complete sense).
What I'm Looking For
A discussion of higher-level strategies which I can use to implement this functionality, or other places to look to gain insight in tackling my problem. I'm pretty new to Django, so I'd appreciate it if answers also direct me to locations in my Django project which are of relevance (e.g. "Consider doing X in views.py, then..."). Alternatively, if there are GitHub projects you know of with similar functionality, if you could direct me to them to investigate further, that would also be appreciated.
I'd be happy to offer further clarification as required. Thanks in advance!

App not getting data from Graph API anymore & problems filling out for review

Take a breath... it's a very specific question, not directly a bug.
(But I can't get an answer from Facebook, after thousands of FAQ pages I somehow landed in a chat with Facebook Advertisers Support, they told me to come here.)
Description of my app
I have a Facebook Page, on which I'm sharing events from some other Facebook Pages I'm cooperating with. Kind of an event aggregator. The main goal is to help people who are new in town to find all that interesting events and the groups and pages they are organized by.
As you can imagine, it's based on a server-side application, that collects the upcoming events through Graph API and posts on my own Facebook Page the day before the event.
Of course I had to give the server-side application the manage_pages and publish_pages right. This Facebook App will never be used by an end-user, I'm the only user and I'm only posting to my own Facebook Page.
The server-side application worked fine for more than a year.
I just started a Facebook Ad Campaign and poster and flyers are currently being printed. And now...
What broke
You all heard of Cambridge Analytica. Due to these bad guys Facebook is currently changing a lot. One change was this:
As we begin enhancing our new app review process and make changes to our platform, the Events, Groups, Pages and Instagram APIs will no longer be available to new developers. Testing of our more robust process starts today and the new process should resume in a few weeks, but apps currently accessing Events and Groups APIs will lose access today. Going forward, access to these APIs will require a formal app review and for apps using the Pages API, submission is required within 90 days once app review resumes or access will be removed.
(See https://developers.facebook.com/blog/post/2018/04/04/facebook-api-platform-product-changes)
Since nearly two weeks my server-application can't fetch events. Graph API is always returning an empty array data: [].
I have full understanding for this. Now I tried to follow these new requirements and had a look on how to submit my App for review. But that's where my struggles began:
The specific problem
The whole form for applying for review is aimed to Apps for end-users, not server-side bots.
I should provide details on why I'm using manage_pages or publish_pages. Well okay...
When selecting "automated posting" there immediatly a message pops up, telling me, that this is not allowed. Of course it is not - for applications that post in the name of persons without their knowing and aggreement. But my App is posting in the name of my own Facebook Page and I'm the only user and I'm knowing what's going to be posted. So I have to select "Other" and enter a custom description. No problem.
But at the end of the form there's asked for a Screencast! What should I make a movie of? Should I make a slideshow of my code? I can't save this form without that Screencast.
I want to be conform to the new Facebook processes, but I simply don't know how to become approved nor at least fill out for review...
I know this is not a programming question but Facebook directed me here.
So I hope I find a Facebook official or Facebook developer here. Thank you so far!

Sitecore ECM how to track the same user's activities in different target audiences

We are using Sitecore 6.5, and the Email Campaign Manager 1.3.3 rev.130212 is installed.
Currently, when i add a Sitecore user, for example 'UserA' to multiple target audiences, lets say 'TargetAudience_A' and 'TargeAudience_B', after I send out these two target audiences, 'UserA' clicks the link in the email which comes from 'TargetAudience_A', then the link will bring user to the site, user visits several pages, Sitecore Analytics will be able to track 'UserA' VisitPageCount and Value, and creates the corresponding campaign of 'TargetAudience_A' with that data.
When the user opens the email sent from 'TargetAudience_B' and clicks the link, visits the site, NO campaign is created for 'TargetAudience_B' in the database, I can see all the data should use to create a new campaign for 'TargeAudience_B' is used to update campaign of 'TargetAudience_A'.
The whole link in the sent email has been modified by Sitecore, the corresponding campaign id is added, which makes the link looks like this:'httP:xx.domain.com/?ec_camp=xxxx&ec_as=xxxx'.
It seems that Sitecore just adds an Id to the url, but does not create a campaign for the 'TargeAudience_B' with that Id.
I use this sql query to check the visits data:
Select * From Visits join Automations on Visits.CampaignId = Automations.CampaignId
Where Automations.data = '{EmailTemplateId}'
the data column on Automations table is the email template id of the target audience.
Does any one know, how to track one user's activities for multiple campaigns? Is this possible to do? Or is this something which needs to be fixed by Sitecore?
Any help will be much much appreciated.
Thanks
EDIT: Sitecore does create Campaign for each target audience, but does not create Visits record for every one of them; Sitecore associates Campaign with the Visits, Sitecore cannot find\create Visits of 'TargeAudience_B', it finds the Visits of 'TargeAudience_A', for some reason it just updates the Visits record of 'TargetAudience_A'.
This does look right, does Sitecore create just one visit for a visitor a day no matter how many target audience this visitor in?
Neither target audience, the Visitor.ExternalUser or anything other than a fresh Visitor cookie will make DMS re-consider your visitor. So to answer your question, I do believe you are correct in your observation, and that this behavior is by design.
Also keep in mind; if your users click the email you send out from say their iPhone and come visit the site, they will be granted a Visitor ID. Later, when they're back home at their PC and click the same email again, they will get a fresh Visitor ID and will not be recognized by DMS as one and the same Visitor. This too, is by design.
If you want to achieve what I believe you're aiming to achieve, you're going to have to "tag" your Visitors with a key you recognize - like the email address - and then hook into the APIs and "grab" all Visitors that match your tagged email address. Not sure how well this will work with all areas of the DMS.
In my example above; if a user was triggered to enter an Engagement Plan or a State in an Engagement Plan - the "iPhone Visitor" would get attached to it - and any actions undertaken by the same person on his personal PC visitor profile on his desktop PC would not be affecting anything in this state.
Yes, it is a bit confusing - I may even have some slight details of this wrong - the DMS API changes a lot. But as far as I can determine, the above is correct and all by design.