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