Making Commerce, Webform & Group play nicely together - DrupalCamp Bristol 2017

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Chandeep Singh Khosa

Technology

@ChandeepKhosa #DCBristol17
Insurance company case study:
Making Commerce, Webform & Group
play nicely together
@ChandeepKhosa

@ChandeepKhosa #DCBristol17
Who am I?
• Freelance / Contract Drupal Developer
• Drupal 8 core contributor (front end & usability)
• Organiser of Drupal West London user group
• Involved in training & mentoring Drupal developers
• Drupal meetup & camp addict

@ChandeepKhosa #DCBristol17
Who am I?
• I’m self-taught since playing with Drupal in 2008,
procrastinating when I should have been working
on my ﬁnal year university project :)
• I’ve been addicted ever since and love it!
• Worked as a contractor for The Health Foundation,
Toyota, Oxford University, Team GB, Christian Aid,
Tate Art Gallery, Agile Collective, Five Mile,
Microserve & NDP.

@ChandeepKhosa #DCBristol17
I’ll be covering
• Project background
• Site architecture
• Webform - Quote builder
• Commerce - Architecture & selecting relevant
products
• Group - Tiered access levels

@ChandeepKhosa #DCBristol17
Project background
• Build a web application that handles quotes,
policies & claims. Allows users to buy policies,
cancel them, make claims on them. Display
reports.

@ChandeepKhosa #DCBristol17
User types
• Consumer
• Dealer
• Staff
• Branch
• Head Ofﬁce
• Client admin

@ChandeepKhosa #DCBristol17
User needs
• Find out information before deciding to buy
• Get a quote
• Buy a policy
• Manage their policy
• Make & track claims

@ChandeepKhosa #DCBristol17
Site architecture
• Content types : Policy, Claim
• Webform : Request a Quote
• Commerce products

@ChandeepKhosa #DCBristol17
Webform Learnings
• Use Webform 4.x instead of 3.x if you need to be
able to insert tokens. Switching can may break your
custom modules.
• e.g.) User ﬁelds such as name & address
• Webform Wrappers module allows you to add
classes e.g.) Row & Col-Md-4

@ChandeepKhosa #DCBristol17
Webform ﬁelds & tokens

@ChandeepKhosa #DCBristol17
Webform Wrappers

@ChandeepKhosa #DCBristol17
Drupal Commerce
• Product displays
• Product
• Dealer Product with Model Number
• Accidental Damage

@ChandeepKhosa #DCBristol17
Custom product view

@ChandeepKhosa #DCBristol17
Product Display

@ChandeepKhosa #DCBristol17
Product variation - edit

@ChandeepKhosa #DCBristol17
Accidental Damage

@ChandeepKhosa #DCBristol17
Find relevant products

@ChandeepKhosa #DCBristol17
Quote form : step 2

@ChandeepKhosa #DCBristol17
Dealer groups
• Head Ofﬁce : Can create branch groups & admin
users. Can see all policies & claims.
• Branch : Can create staff users. Can see policies &
claims restricted to their branch.
• Staff : Can’t create groups or users. Can see
policies & claims created by other colleagues.

@ChandeepKhosa #DCBristol17
Group module

@ChandeepKhosa #DCBristol17
Dealer Head Ofﬁce :
permissions

@ChandeepKhosa #DCBristol17
Dealer Head Ofﬁce group as
User 1

@ChandeepKhosa #DCBristol17
View members as User 1

@ChandeepKhosa #DCBristol17
Making content belong to a
group

@ChandeepKhosa #DCBristol17
Dealer HO viewing a report

@ChandeepKhosa #DCBristol17
Branch admin user

@ChandeepKhosa #DCBristol17
Summary
• All these modules are awesome, but when
used together correctly they can build a
powerful business critical application.
• Email me at hello@chandeepkhosa.com
• Please leave feedback at https://joind.in/
talk/88d9a

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Making Commerce, Webform & Group play nicely together - DrupalCamp Bristol 2017

1. @ChandeepKhosa #DCBristol17 Insurance company case study: Making Commerce, Webform & Group play nicely together @ChandeepKhosa

2. @ChandeepKhosa #DCBristol17 Who am I? • Freelance / Contract Drupal Developer • Drupal 8 core contributor (front end & usability) • Organiser of Drupal West London user group • Involved in training & mentoring Drupal developers • Drupal meetup & camp addict

3. @ChandeepKhosa #DCBristol17 Who am I? • I’m self-taught since playing with Drupal in 2008, procrastinating when I should have been working on my ﬁnal year university project :) • I’ve been addicted ever since and love it! • Worked as a contractor for The Health Foundation, Toyota, Oxford University, Team GB, Christian Aid, Tate Art Gallery, Agile Collective, Five Mile, Microserve & NDP.

4. @ChandeepKhosa #DCBristol17 I’ll be covering • Project background • Site architecture • Webform - Quote builder • Commerce - Architecture & selecting relevant products • Group - Tiered access levels

5. @ChandeepKhosa #DCBristol17 Project background • Build a web application that handles quotes, policies & claims. Allows users to buy policies, cancel them, make claims on them. Display reports.

6. @ChandeepKhosa #DCBristol17

7. @ChandeepKhosa #DCBristol17 User types • Consumer • Dealer • Staff • Branch • Head Ofﬁce • Client admin

8. @ChandeepKhosa #DCBristol17 User needs • Find out information before deciding to buy • Get a quote • Buy a policy • Manage their policy • Make & track claims

9. @ChandeepKhosa #DCBristol17 Site architecture • Content types : Policy, Claim • Webform : Request a Quote • Commerce products

10. @ChandeepKhosa #DCBristol17 Get A Quote

11. @ChandeepKhosa #DCBristol17 Webform Learnings • Use Webform 4.x instead of 3.x if you need to be able to insert tokens. Switching can may break your custom modules. • e.g.) User ﬁelds such as name & address • Webform Wrappers module allows you to add classes e.g.) Row & Col-Md-4

12. @ChandeepKhosa #DCBristol17 Webform ﬁelds & tokens

13. @ChandeepKhosa #DCBristol17 Webform Wrappers

14. @ChandeepKhosa #DCBristol17 Drupal Commerce • Product displays • Product • Dealer Product with Model Number • Accidental Damage

15. @ChandeepKhosa #DCBristol17 Custom product view

16. @ChandeepKhosa #DCBristol17 Product Display

17. @ChandeepKhosa #DCBristol17 Product variation - edit

18. @ChandeepKhosa #DCBristol17 Accidental Damage

19. @ChandeepKhosa #DCBristol17 Find relevant products

20. @ChandeepKhosa #DCBristol17 Find relevant products

21. @ChandeepKhosa #DCBristol17 Quote form : step 2

22. @ChandeepKhosa #DCBristol17

23. @ChandeepKhosa #DCBristol17

24. @ChandeepKhosa #DCBristol17

25. @ChandeepKhosa #DCBristol17 Dealer groups • Head Ofﬁce : Can create branch groups & admin users. Can see all policies & claims. • Branch : Can create staff users. Can see policies & claims restricted to their branch. • Staff : Can’t create groups or users. Can see policies & claims created by other colleagues.

26. @ChandeepKhosa #DCBristol17 Group module

27. @ChandeepKhosa #DCBristol17 Group types

28. @ChandeepKhosa #DCBristol17 Dealer Head Ofﬁce : permissions

29. @ChandeepKhosa #DCBristol17 Dealer Head Ofﬁce group as User 1

30. @ChandeepKhosa #DCBristol17 View members as User 1

31. @ChandeepKhosa #DCBristol17 Group

32. @ChandeepKhosa #DCBristol17

33. @ChandeepKhosa #DCBristol17 Making content belong to a group

34. @ChandeepKhosa #DCBristol17 Dealer HO viewing a report

35. @ChandeepKhosa #DCBristol17 Branch admin user

36. @ChandeepKhosa #DCBristol17 Summary • All these modules are awesome, but when used together correctly they can build a powerful business critical application. • Email me at hello@chandeepkhosa.com • Please leave feedback at https://joind.in/ talk/88d9a

Making Commerce, Webform & Group play nicely together - DrupalCamp Bristol 2017

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