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Streamlining Development with Web API CRUD and Custom Content Snippets
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Jun 19, 2025
In this session, we will be giving a walkthrough on the Overview of Streamlining Development with Web API CRUD and Custom Content Snippets. TOPICS COVERED 1. CRUD Operations in Power Pages with WebAPI 2. Customize Content snippets in Power Pages šŗ CSharp TV - Dev Streaming Destination http://csharp.tv š C# Corner - Community of Software and Data Developers https://www.c-sharpcorner.com #CSharpTV #csharpcorner Transcript šļø New to streaming or looking to level up? Check out StreamYard and get $10 discount! š https://streamyard.com/pal/d/5348850450038784
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hey Hey Hey [Music]
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[Music]
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[Music]
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Hello everyone welcome again to another business MVP show So where we talk about
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uh power platform and uh Microsoft firstparty apps uh which is you know
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that we use on the customer engagement side and uh from last couple of sessions
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we have been discussing about the power pages and uh we will continue on doing
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that power pages So let's have a quick uh overview of the agenda that uh we'll
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discuss today So we'll start with the basic introduction about the web API So
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we covered web API in last session as well but in last session we just uh you know in the demo we only we saw that
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creation of that uh you know using the web API request how we can create that report So today we are going to cover
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more options there So we will do more set of operations like you know edit delete update So we will be discussing
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that and how we can associate two reports If we have one entity report and we want to associate it with another
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report what type of request we need to use So we will using this on that uh uh
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you know discussion today and show you demo for the same and then we will also discuss the content snippet where we'll
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see that what is the use of the content snippet how we can create reusable component with the help of this Okay So
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before jumping into the main uh you know topics let's have a quick introduction about ourselves So myself Mahindra and I
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have my friend Wenita with me We both are Microsoft uh as well as sharp corner
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MPs and we have been more than 10 years of experience in Microsoft technologies Yeah So let's uh jump into
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our main topic web API Okay So in the power pages
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so we have been discussing lots of uh you know things about the power pages you know how to set up power pages
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website how to create web pages how to use different controls that is part of
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the power pages how to you know set up the security now we are on that of how
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to use web API okay so by default when you create the web page it has that
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capability let's say for example you By default we have option that we can use web page for creating that report We can
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use web page for editing that report right and we can have the delete button there as well So those type of operation
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that we can do using the power pages as well But when you use those one those
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are kind of a submit operation right So when you let's say for example you are
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creating one entity report using and you have a power page for that maybe let's take an example of a customer So you
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have a one page for the customer you entered the data and then you have a submit button which will basically post
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back the complete form and then it will create that report into database right
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but sometime when we are on that same page we may need to do some kind of
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other operations like or other entity operations So for example you are on the account you want to create report for
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the second entity maybe contact or other entity Okay Or maybe you want to stay on
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that page and from you know using the help of the custom button you want to click that custom button and you just
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want to update some particular attribute or particular field of that uh you know page or of that entity Right so that
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kind of thing can be done using the web API Using web API we can perform different set of operations We using the
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JavaScript right so just like we use JavaScript for in our data versse or in
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the first party app to you know interacting with the data vers to get the data create the data delete update
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so those type of operations can be done also in the power pages using the web
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API right so that's what we are going to uh discuss here that how we can use uh
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these web API uh so normally when you are working with the web API So there
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are predefined steps in a high level step that we discussed in our last session So you need to you know
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first basically uh you need to uh there are some set of uh settings that you
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need to enable depending on your entity that uh there is a configuration on that power pages sites settings there you
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need to tell that okay for this particular entity I'm going to use web API okay so whether it's a account
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contact or any custom entity so you need to define that setting that I will be using web API and then you need to tell
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that okay which all the fields that you want to use Maybe you want to use all the fields or you just want to work with
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one two fields Okay So those type of setting can be also done there And then
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there are some other set of uh settings that is available as a part of you want to how you want to you know handle error
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when you are working with web API and if you are getting some error how you want to see those errors So that kind of
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thing we can also handle on the web API Maybe we will show you a quick uh screen on that uh as well where you can see
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that settings right So once those settings are there we need to make sure
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that the user the current user have a proper permissions they have a proper
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web roles and under the web roles we have a proper table permissions defined there where we can see that okay this
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user can create that report or not this user can update that record or not right
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because web API can perform that operations but only when you have the
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required set of permissions so if you have the required permissions then only it will be done right otherwise it will
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give you error that you don't have that permissions so you need to make sure the current user who is going to perform
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these set of operation or who is basically you know accessing your portal where you have used web API should have
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a proper permissions you know given to that uh particular entity okay so once
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you have that then we have a wrapper that we need to use to basically get the
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token for the authentic case Okay So there are there is a basically predefined code block that is you know
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we can get from uh Microsoft website So it has under the documentation So we can
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use as it is the wrapper to get the token from the data Okay So once we have
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the token and then after that we can write our individual you know requests
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So for example create update and delete that we are going to discuss now
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So the first thing that I want to discuss uh today is the update of this So for example if you want to
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perform one entity and there is a let's say we have one attribute or you have a
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multiple attributes So you want to update those set of inputs Okay So when we are saying particular attribute we
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also call it like a property Okay So you want to update a single property or you want to update a multiple properties So
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depending on that actually we have two options here The patch is basically used for the updating multiple properties So
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if you have a multiple set of attribute that you want to update there we use the patch But if you just want to update a
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single property you can also use put So there is a put method as well We can use
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that So as you can see here in the right hand side this is a sample request that
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is update one where I'm using the patch here So under this request basically we
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required these three things First one name of that entity Okay Which entity
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you want to update right so for example it's a account contact you know opportunity or custom event entity or
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there is any custom entity that you have created you want to update that So you need to know the logical name of that
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entity to perform this operation Right now second thing is that we need a
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particular unique identifier which we can use to update that entity and normally we use the GUID of that entity
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Right so for example every report that we have in the database have a particular report
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id So we can use that GID to update that particular record And then we need the
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third one that is basically the entity object where we will put those set of properties So we create a object under
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that object how many properties we want to set We set four those property and then we pass here So you can see here
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that we are saying that we have the you know type as patch and then under the URL we are defining that our name of
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that entity and under the bracket here which is this is basically a simple one but here it will be actual go id of the
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repo and then right now for example we are just setting the name property here
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but similarly here under that uh we can set up multiple properties and that we
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can pass and execute and when this will be executed that particular report name
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will be changed to sample account updated Okay So this is how we can use
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our uh set of operations on the using web API for the update
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Right now delete operation So for example let's say if you have some set
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of record of uh you know one table and you want to delete data from that So you
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can use delete operation In the delete operation we need basically two things
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One name of that entity from where you want to delete this record So whether it's a account contact or you know any
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custom entity and then go ID of the particular record right because there
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can be many records here So how it will identify that which report you know you want to delete So using the help of the
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GUI id the unique identifier we can tell that this is the report that I want to
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delete So you can see here that this is a sample request here web API request
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where we are using that delete and then we have this you know account and then the go ID of the report which basically
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we want to delete from the database right So these uh just like for example
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let's say there could be different uh use cases where you can use this right
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So if you have let's say for example you have a uh you know view that you are displaying on that and you want to make
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a custom button and you want to apply some kind of validation before deleting that report So maybe you can write some
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uh you know scripting there right that when you will select that row you will click that button after that you will do
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some kind of validation and when this validation will be fulfilled only then you will delete that report So in that
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case we can use this delete operation from the web API
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Now we have association operation here that associate means like if there are
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two set of entities and you want to relate those two set of entities here So
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actually we have you know in we talk about the relationship So we update two
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type of relationship let's say one to n or n to one and then there is a n to n
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right So like 1 to n to n is basically we can use update as well like we can
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use the patch command that will also do that association between two reports
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right but this particular associate operation we use for the end to end
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association So on the one entity we have one let's say for example we are saying
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that you know we have event organizer okay that we are using that account entity for our event organizer and we
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have different type of you know events that a organizer can manage right so
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maybe we are building a portal for the event management so there if we have
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some kind of you know page where we want to give them uh you know flexibility that okay I can show that okay this
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event will be managed by this event organizer and this will be managed by this one So there we can use this
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associate method and under that associate method we need to tell them that basically in a high level we can
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say we have four things that we require to one basically that we need
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the name of that entity like one entity and second entity right the logical name of both that entity and then GU ID of
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both that reports that we want to associate So as you can see here on the sample one So this is the one that I'm
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saying that let's say there is a primary contact one and this this is a contact report that here Okay And then this is
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the account one which basically we want to use that associate So using this we
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can bind both these the contact and account using that
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associate Okay So as you said things like this is also the same here we can
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use post uh this is uh we actually use here post Okay So this is uh I believe this
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is the one but we can use similar to that path we can just write here the post one and which help us to do the
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association between two reports right Okay
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Now so now now we know that uh we saw that okay these are the different web
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API operations and we will show you that on the demo more on that that how we can make that request how we can do that
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settings those type of things are there now the another thing that we want to cover today is the content snippet that
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these are basically the reusable component okay so when I'm saying reusable component means let's say when
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you building a power page website and you can have multiple pages there right
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let's take an example that there is a specific information that you want to display on every page
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Okay or there is a specific information that is common to two or three pages
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right not let's say not on all pages maybe but two or three pages right so
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you can create content snippet in one place and that you can refer on those
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multiple pages Okay So let's take an example that we we have some kind of
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maybe uh you know when we are browsing some website you will see that under you
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know footer we have normally that information that about that company about themsel you know and when that
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basically update was done last to that website So those type of thing that is required on the footer right So we can
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create that component using content snippet and we can provide that under the footer template that okay this will
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be the uh component that I want to display on the footer Right So it can be
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basically this uh reusable component can be a simple text or we can create a HTML
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uh you know we can define HTML tags and we can do that you know kind of formatting using that HTML So depending
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on that requirement we can do it So these are the when we want to create
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content snippets these are the three you know three four things that we need to configure For example name So what name
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you want to give them you know maybe you want to you have multiple content snippets for your website So you want to
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give them a unique name and website So while building that you know uh this
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content snippet it can be that you have multiple website onto your tenant right
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maybe you have a dev website you have a test website okay or maybe you have
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website for a different different requirements So maybe you have a uh one for the event management and one for the
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customer service So you need to tell that okay for which website you are
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going to use this content snippet and then we can have this you know display name and then type of that that it will
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be a simple you know text or HTML thing or which language you are going to use
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for that So because we can have multiple languages that is part of the you know power pages So it is basically
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multilingual uh you know application it support multiple languages So you can define here and then under that value
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based on the type we define okay this will be the text or this will be the HTML content that we are going to use
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here So this is that example here So for example you can see that here I have
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like footer content snippet that I want to create and I'm just writing a simple text here that app demo portal So I just
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want to make display that under the portal into my power pages right So I
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can simply create this and I can define that okay this will be about footer and then the website that I'm using and then
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again the same display name and I'm saying that I'm using the HTML and you can see here we have two things here one
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is designer that where we can write and we can use these rich text uh controls
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So we can you know do that uh basically for look and feel and we can create uh
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just like it's a rich text editor So you can use different controls to format
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your text or if you want to write your own HTML you can select this
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HTML tag and under that you can write your HTML tag depending on that your
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requirement the paragraph or the you know simp different different uh type of bullet points those kind of thing we can
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do on this HTML tag Okay So once that is done after that we can reference this on
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the pages or on the template So we we can refer them on basically pages We can
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go ahead and just put that that okay this is the content snippet that I'm going to use on this particular page or
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let's take an example that we have a template the web template that we covered in our earlier session that we
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can create uh the reusable code component with the help of web template as well So you can see that we have a
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this footer web template created and you can see that here we are using that
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editable snippet footer This is the name of the snippet and we are using editable
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When you will use the editable keyword it will allow you to edit this on that
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you know your designer So you can go ahead and you can do that on the fly If you want to change that you can modify
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this So it allow you this flexibility that you can do your changes there as well
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Okay So apart from that we can also use it like this So for example you can say
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snippet and then name of the snippet and dot value Then it will replace that
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whatever uh you know value you have provided under that uh you know content
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snippet window that will come and it will render on your page So when when
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you will see that on the runtime So when you will browse your uh power page uh
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web page so there you can see this content snipper will be rendered
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there Okay So now let's see the demo for all these web API request and how we can
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use content snippet on the pages So I will pass Mike to my friend blanket and
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he will show you demo for the same Wanket over to
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you Thanks for the wonderful introduction about today's session So
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hope you can see my screen right uh
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okay Yeah you can see it now Yeah Okay So like uh just first I will give
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you the sample thing What is that I have done so I will be performing the some
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kind of CR operations here So just first is this I will be adding some s sample
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record which is this one Okay And I'll be performing some updates of
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this details
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like you observe this first name has been changed the same way
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here been changed and I can delete also
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the details Okay So these are the CRUD operations that I'm going to perform and
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if you observe I have not written uh I have used these details to extract it
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from uh my uh content snippet which is that has been going to look Okay So the
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first thing is uh add sample record So in if you have not seen our previous
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session on last month you can go and see it in the C# uh TV like uh where we have
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explained you about the web API and how you can create an record by using the web API Okay Now in this particular
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session I'm going to uh show you about how what is the code that has to be written as a part of performing the
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delete and uh the operations Okay So as
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you as I mentioned here um so I'll go through this particular
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one like as uh mentioned So by default you will perform this particular page
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and then go here and you can uh start on this uh start from blank and you can
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give the name whichever that is required So just for this demo just I have given
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as a credit operations Okay And this is nothing a page inside this particular web page you can uh easily uh
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uh go to this particular one If at all you you go for this one you if you click
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on this particular edit code then you will go be going into the visual studio code that is uh present in the online
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Okay So there if you observe this is the CR operations in this CR operation this
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HTML page that has been uh present Okay
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So for adding the sample record right just uh I have framed this particular
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record So let me zoom in for better [Music]
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[Music] Okay for adding sample record just what is that I have done is uh just
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uh I have framed this particular record object and then I
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have adding these details type is the post URL is the API context where the
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content type is the application JSON and data which I'm going to be JSON stringify of the record object So if I
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do this particular one then you will get this uh function uh so you could only
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get the success then I'm just uh capturing the entity ID of as a record
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id that means for the sample ID that sample record which I have just created that is a contact that will get that ID
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and the full name is also present and just I am using one particular HTML table so that that table will be added
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as a record object so in short so this is what the table that is being present
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in this particular HTML table if I'm clicking on add sample record then what I'm doing I'm framing this uh with the
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uh details last name everything and all as an object and then I'm framing the
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payload and after in that particular payload these are the standard things post URL the content type and the data
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JSON stringify record object and this is the successes so this is how you will be
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going to work on this particular ad sample record and of course this ad sample record is been
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uh called from one particular uh handler that is the add handler that is add
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sample record So if you go back to this one this is the table which I have
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created that means this one So whatever the headers that I'm saying it if you observe this is a normal table in this
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table just I have framed my headers but the first name last name and the telephone So this is what the
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columns handler is the update record So if you observe these are nothing but
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when I click on individual row item okay in the column then I'm getting right
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these are nothing but my update record handlers and also in the data just I'll
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have this add sample record and the delete record which are nothing but this add sample record which is I'm going to
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add which I have added at the header and also there this is delete button which will come for the record that is already
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uh present Yeah So now so just when I am load records load
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records is nothing but which I uh will be just looping through
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here which is nothing but I'm just using the get record and then I'm using the
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APA context and specifically I in order to reduce
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uh the mode churnness and in order to increase the performance just I have selected whatever the fields that are
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required full name first and last name email address one and the telephone name and then the content type So after this
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one just app ajax is the one which I have used it So if you go back and see what is the appjax is
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showing it is nothing but the uh web API cpax we'll be using it and then uh doing
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this normal response API stuff so that I can easily use it
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uh for performing the particular records This is how the sample record is been
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added Now when coming to this delete record So on click on this particular
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delete record Are you sure you want to delete billing FJS i am saying it as
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okay So delete uh popup has came So which has deleted my uh record and then
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the record is got uh uh refreshed and the grid also got
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refreshed How it is happening was this is the delete record which I'm saying it this is the confirmation message that
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you are giving it Okay And then if the response is true then the Ajax just I'm
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performing the type as delete and in APA context simply I'm getting that record
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object whatever that is being selected that record id and then just I'm using
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this uh content So if at all success then the record got uh removed from the
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data table from the data and then just I am uh referring to this remote record
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which it will say right just okay I have that particular record ID which has been
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selected right just I'm from the UI perspective [Music]
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okay this is how you can perform this particular uh delete handler and now
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when coming to this update handler So let us go back to here and
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say
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[Music] that you see this this luxman has been
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updated So what is the logic here is whenever if I select this particular row
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if uh you remember at the starting like when we are defining this particular
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table let me go back to here add sample
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Okay So on one on every particular column just I have added one particular
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handler So this particular handler will be uh called if at all I click on any
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particular item
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So it got updated So what was happening is just on that particular column as I
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have this update record attribute as an handler So handler is nothing but you can consider as an uh um method Okay So
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what is this particular method will accept is the column and also the record object And this particular record object
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what you will be going is you can simply go to this particular contacts and then just update here So you can perform the
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patch also or you can also perform the put also you can take it
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Okay Now once you get this one then the data I will get it as in this value and
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I what I'm going to do it is in this particular table simply I'm going to that particular record object and then
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replacing the old value with the new value with the attribute name which I have got it from here So that means here
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if I am selecting it the what is attribute name is logically is the email So I'll take that particular email and
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then replace it uh with my uh new value which I have placed
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[Music] in Now let us go to this uh
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delete So what is that I'm going to in this uh table whatever the data that I
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got it simply I have built it uh with one particular class and then which has
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this particular delete functionality So on this delete I have this delete button
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is present which is rot finder button and I'll click on this one just I
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clicking on that particular one So I'll be seeing I have this delete handler So
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in this delete handler [Music]
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So yeah and this delete particular one which I have just g it right So if at
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all I am going to try to delete it just I will get the response do object name Whenever I click on that one I will also
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get my response object This report object will have that particular uh ID
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as well So what I'm doing it is just I'm going to this API contacts which is the my web API where I have to explicitly uh
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enable all my uh settings that are present by enabling this particular
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rules and also I have added that uh details of the
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star details and also the type is delete and then application recent So if at all anybody has uh
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uh not uh gone through the previous ones right just you can go for this uh
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settings and then this is my power power app power
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pages management one So here you can perform this particular uh table permissions So what is the table
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permission so just I have created one particular one contact and in this particular contact uh just I have
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provided uh so this contact create permission So if you click on this particular edit this I have given all
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the permissions of create append and delete and append to also in the same
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way uh for the content snip content
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snippets Okay now I have given other roles also
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present So for my access uh table permission it is for uh the create uh
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contact create permission and the contact table permission If you observe right you you have these uh particular
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ones that are uh present here If you observe the web roles admins and authenticated users only can perform uh
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these uh related uh uh details
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And as I have one particular website in this particular website only I have my
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uh details that are present in this particular site settings So what we have to do it is uh we have to go to the site
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settings and then just search for
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contact if you observe right we have to enable web pay contact enabled as true
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and also web pay contact fields as star okay if you don't wanted to specify this
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star you can specify ally mention the particular columns Okay But in order to
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perform this eBay definitely these two uh these two settings uh should be uh
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switched on Okay Now the next part of it So this is how right you can easily
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perform the current and current operations like uh the creation updation
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deletion also So on the top of it right just uh what is the thing that I have given just I
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have uh created some process message okay and also the table
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styles Okay So just uh if I in this part particular function just
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I have given the token generation one Okay Because the token uh generation
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that is web API jax wrapper is a mandatory thing that should be present in that should be present or that that
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we have to kept it in every web API uh page web template Okay Otherwise if we
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don't if we don't keep it then we will not get the details So in the same way
37:02
right you can also perform uh the lookup lookup updates also Example you have an
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account in that partic if you have an contact in that if you have an account lookup you can also permit the account
37:14
by taking the uh the lookup ID of that particular one Now
37:20
next comes to the next part of it is how we are going
37:26
to how we can rise uh use this particular snippet
37:31
Okay So let us go back to this uh total uh power page
37:37
management and then just see it here how you can create a content snippet is you
37:42
can click on this new and you can perform here the details and you can provide the contact
37:48
[Music]
37:58
details and build this That's English
38:32
actually you have to give like this [Music]
38:40
uh okay so in this uh sample snippet if you observe there are two ways of doing
38:48
these are the two types are there one is the And uh another one is the HTML Okay So
38:54
if you are if you open this particular HTML right So if you open uh okay if you
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use that particular type as HTML then in that particular case uh you can give the
39:06
HTML all kind of HTML context that you can easily uh get that one So if you
39:12
wanted to edit just you can click on that open the visual studio and
39:20
[Music] then like this uh I can uh get that uh
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particular uh details Now uh I'll go to this uh
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particular page In this particular page what is that I will be doing it is we
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have to use this particular uh snippet and then we have to specify what
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is that particular uh snippet that we have
39:57
used So say that this is a sample snippet
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close this and go back to here and we will just save
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it Okay So if I do this one
40:19
then clear the
40:32
cash and go back to here and click on the credit operations
40:39
If you observe this is a sample This is the one which I have kept Okay This is a
40:44
normal text Now if you wanted to uh keep some kind of dynamic value where in the
40:52
data was table if we have some data and if you wanted to show this on the top of
40:58
it right then what we can do it is let us go back to the s the sample snippet
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[Music] Okay So if you observe
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right so let me zoom in So what I'm doing is uh as I'm
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assigning a contact in this particular contact see if you observe I using the
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liquid syntax here inside my HTML uh HTML content So I'm assigning contact
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What is that i'm assigning I'm assigning the entities contact of this particular JUID How I will get this particular JID
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is okay you can take any of these particular one and then give this particular JD So take this particular
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JID and then give it here Now if I have the contact then just I am what I'm
41:59
doing it is just I am making this contact first name and I am extracting
42:05
the property from the contact and next is the email address one just I if at
42:10
all the contact have the details then only I am printing it Now just I am saving it
42:18
So after save what I'm going to do it is just
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uh so I'm going to back to here just I have included just included
42:37
include simp what is the simp name is a contact data just save
42:42
[Music] this so once you save then go back to
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here and keep on [Music]
43:00
syncing Now just observe the sample will change it with the details
43:20
I think [Music]
43:41
so Go back to
43:52
Something's happening
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Open this paper
44:51
St Right now I click on this one
44:58
We observe the contact person first name is Shiva and the contact name is 61 So this is what I have got received So in
45:06
this way right uh mostly as Mahindra
45:11
mentioned we use this particular content snippets as a footer If you observe right look at this particular footer
45:17
This footer has some HTML content like the copyright everything You observe
45:22
back to here whatever this one that you are seeing it is This is nothing but one
45:27
particular content The same way if you go back and see any particular
45:36
header Okay This search to tip This is search These are also being uh used here
45:44
as an content snippet So whatever the text that you are seeing here these are all mostly will be configured as an uh
45:51
content snippet So in this way one can easily use uh uh the cred one can
45:58
perform any kind of operations on liquid template in power pages by using any web
46:04
API and also the content snippets So over to you
46:13
uh thank you blanket uh showing this demo on that uh web API request and how
46:19
to use index snippet So one thing I just want to add here that this this uh when
46:25
we are working on that development environment this is a really big issue
46:30
when you are doing some changes and you know even after syncing as well sometime you need to clear the cing So please
46:38
make sure that this clear case is only available when you have a admin web Okay
46:44
So you want to make sure that the user have the admin web role only then you will get this clear cay option that
46:51
there is a particular URL that you know you might have you know seen on that So when you will go through that URL then
46:59
you'll get that option to clear the cay and then it will get you know reload that all the changes and it will fetch
47:05
recent changes from there So this uh you know you need to keep in mind when you are working you know on the development
47:11
of the power pages So yeah so that's what we wanted to cover on that in
47:18
today's session So we covered web API pending set of operations how we can use
47:23
them So just like wet you know so case that you can create a uh you know web page and there you can give it just like
47:30
real you know if you are creating a uh custom website using the any front end
47:37
uh you know uh technology and it will give you just like similar to that uh kind of feeling you can use the using a
47:44
web API you can have your custom buttons and you can do some set of operations using these right and you can also use
47:52
this content snippet as a reusable component depending on that your requirement you can put on the page body
47:58
or you can you know include on the header on the footer So depending on that you can make you know many uses of
48:06
this content Yeah So that's what we wanted to cover like we will be back
48:11
with another episode We will discussing some more uh you know details maybe from
48:17
the power pages or we will take some new topic Thank you for joining us Stay tuned for our next session and all our
48:24
old sessions are available on C# TV So you watch there share with your friends
48:29
and give your uh you know feedback if you have any feedback on that Thank you very much for joining us today
48:36
Thanks everybody [Music]