Making Commerce, Webform & Group play nicely together - DrupalCamp Dublin 2017
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I have recently worked on a complex Drupal website. I'll be going through how architectural decisions were made, the challenges and solutions chosen. I'll be helping you avoid mistakes that were nearly made. I'll be showing how I built a Quote builder with Webform, and based on the criteria selected, chose relevant Drupal Commerce products from a list of 5000 and added them to the cart. I'll be sharing how I harnessed the power of the Group module to build 4 tiers of access control including staff, branches, head offices and client users.
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Making Commerce, Webform & Group play nicely together - DrupalCamp Dublin 2017
- 1. @ChandeepKhosa #DrupalCampDublin Insurance company case study: Making Commerce, Webform & Group play nicely together
- 3. @ChandeepKhosa #DrupalCampDublin Who am I? • Site Builder, Front End Dev, Consultant & Trainer • Drupal 8 core contributor • Organiser of Drupal West London user group & other Drupal events in London • Involved in training & mentoring Drupal developers • Drupal meetup & camp addict
- 4. @ChandeepKhosa #DrupalCampDublin Who have I worked for?
- 5. @ChandeepKhosa #DrupalCampDublin I’ll be covering • Project background • Site architecture • Webform - Quote builder • Commerce - Architecture & selecting relevant products • Group - Tiered access levels
- 6. @ChandeepKhosa #DrupalCampDublin Project background • Build a web application that handles quotes, policies & claims. Allows users to buy policies, cancel them, make claims on them. Display reports.
- 8. @ChandeepKhosa #DrupalCampDublin User types • Consumer • Dealer • Staff • Branch • Head Office • Client admin
- 9. @ChandeepKhosa #DrupalCampDublin User needs • Find out information before deciding to buy • Get a quote • Buy a policy • Manage their policy • Make & track claims
- 10. @ChandeepKhosa #DrupalCampDublin Site architecture • Content types : Policy, Claim • Webform : Request a Quote • Commerce products
- 11. @ChandeepKhosa #DrupalCampDublin Get A Quote
- 12. @ChandeepKhosa #DrupalCampDublin 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
- 13. @ChandeepKhosa #DrupalCampDublin Webform fields & tokens
- 15. @ChandeepKhosa #DrupalCampDublin Drupal Commerce • Product displays • Product • Dealer Product with Model Number • Accidental Damage
- 20. @ChandeepKhosa #DrupalCampDublin Find relevant products
- 21. @ChandeepKhosa #DrupalCampDublin Find relevant products
- 22. @ChandeepKhosa #DrupalCampDublin Quote form : step 2
- 26. @ChandeepKhosa #DrupalCampDublin 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.
- 29. @ChandeepKhosa #DrupalCampDublin Dealer Head Office : permissions
- 30. @ChandeepKhosa #DrupalCampDublin Dealer Head Office group as User 1
- 31. @ChandeepKhosa #DrupalCampDublin View members as User 1
- 34. @ChandeepKhosa #DrupalCampDublin Making content belong to a group
- 35. @ChandeepKhosa #DrupalCampDublin Dealer HO viewing a report
- 37. @ChandeepKhosa #DrupalCampDublin Summary • All these modules are awesome, but when used together correctly they can build a powerful business critical application. • Lots of planning is critical to success!
- 38. @ChandeepKhosa #DrupalCampDublin Questions? Let’s connect • hello@chandeepkhosa.com • www.chandeepkhosa.com