Making Commerce, Webform & Group play nicely together - MoldCamp 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.

Technology

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

@ChandeepKhosa #MoldCamp
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

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

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

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

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

@ChandeepKhosa #MoldCamp
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 #MoldCamp
Webform ﬁelds & tokens

@ChandeepKhosa #MoldCamp
Webform Wrappers

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

@ChandeepKhosa #MoldCamp
Custom product view

@ChandeepKhosa #MoldCamp
Product Display

@ChandeepKhosa #MoldCamp
Product variation - edit

@ChandeepKhosa #MoldCamp
Accidental Damage

@ChandeepKhosa #MoldCamp
Find relevant products

@ChandeepKhosa #MoldCamp
Quote form : step 2

@ChandeepKhosa #MoldCamp
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 #MoldCamp
Dealer Head Ofﬁce :
permissions

@ChandeepKhosa #MoldCamp
Dealer Head Ofﬁce group as
User 1

@ChandeepKhosa #MoldCamp
View members as User 1

@ChandeepKhosa #MoldCamp
Making content belong to a
group

@ChandeepKhosa #MoldCamp
Dealer HO viewing a report

@ChandeepKhosa #MoldCamp
Branch admin user

@ChandeepKhosa #MoldCamp
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

The document discusses how an insurance company case study combined Webform, Drupal Commerce, and Group modules. It describes how Webform was used to build a quote builder, Commerce to select and purchase insurance products, and Group to implement tiered access levels for dealer head offices, branches, and staff. The case study created different user types and needs, content types, and product displays to allow users to get quotes, buy policies, manage claims, and see reports according to their access levels.

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1. @ChandeepKhosa #MoldC

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

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

5. @ChandeepKhosa #MoldCamp 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 #MoldCamp

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

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

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

10. @ChandeepKhosa #MoldCamp Get A Quote

11. @ChandeepKhosa #MoldCamp 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

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

15. @ChandeepKhosa #MoldCamp Custom product view

16. @ChandeepKhosa #MoldCamp Product Display

17. @ChandeepKhosa #MoldCamp Product variation - edit

18. @ChandeepKhosa #MoldCamp Accidental Damage

19. @ChandeepKhosa #MoldCamp Find relevant products

20. @ChandeepKhosa #MoldCamp Find relevant products

21. @ChandeepKhosa #MoldCamp Quote form : step 2

22. @ChandeepKhosa #MoldCamp

23. @ChandeepKhosa #MoldCamp

24. @ChandeepKhosa #MoldCamp

25. @ChandeepKhosa #MoldCamp 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 #MoldCamp Group module

27. @ChandeepKhosa #MoldCamp Group types

28. @ChandeepKhosa #MoldCamp Dealer Head Ofﬁce : permissions

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

30. @ChandeepKhosa #MoldCamp View members as User 1

31. @ChandeepKhosa #MoldCamp Group

32. @ChandeepKhosa #MoldCamp

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

34. @ChandeepKhosa #MoldCamp Dealer HO viewing a report

35. @ChandeepKhosa #MoldCamp Branch admin user

36. @ChandeepKhosa #MoldCamp 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

Making Commerce, Webform & Group play nicely together - MoldCamp 2017

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