iAdd2Cart content item

The iAdd2Cart content item provides a way to configure what invoices appear and can be selected to add to the cart. The content item can use a query to define the invoices and information to be displayed and allows the user to select invoices and send them to the iMIS cart page. The content item does not control what happens to the invoice once added to the cart and processed.

iAdd2Cart configuration options:

This content item uses the Common content item configuration options in addition to the following:

• Open Invoices Query Path - The path of the query the content item uses to draw information from.
• Results to display per page - The number of results displayed on each page.
• Pager location - The location where the page navigation is located, either on the Top of the results, Bottom, or Both.
• Maximum number of invoices selectable - Maximum number of invoices that can be selected at once.
• Display Total Count and Amount of Selected Invoices? - Choose to display the total count and amount of selected invoices.
• Column used to group invoices in the cart - Finds the related invoices using a selected filter. The column used for this must be included in the query’s displayed fields. If you do not want this column to be visible to users, you can hide it by using an alias prefix such as code_, as long as the alias name matches the original column name. When this is enabled, selecting an invoice line refreshes the results to include all related items in that group. Depending on system performance, users may briefly see a loading indicator while the results update.
• Checkout Button Text - What is displayed on the Checkout button. By default it is Proceed to checkout.
• Checkout Link Url - The URL of the checkout link.

Deploying the client-based content item in iMIS

Do the following to deploy the iAdd2Cart content item:

1. Go to RiSE > Maintenance > Content types.
2. Select the Custom folder.
3. Click New > Content Type.



4. Select Client-based (preferred).
5. Enter a Name for the content type: ASI iAdd2Cart.
6. Enter a Description of content type: ASI iAdd2Cart - content item.
   • URL to the html file that is used to display items of this type at runtime: https://cdn.cloud.csiinc.com/apps/iadd2cart/display.html.
   • URL to the html file that is used to configure content items of this type: https://cdn.cloud.csiinc.com/apps/iadd2cart/configure.html.



7. Click Save.

Creating the query

Do the following to create the query you would like to use that will include the invoice requirements you would like to display:

1. Go to RiSE > Intelligent Query Architect.
2. Navigate through the following folder path: $/Accounting/DefaultSystem/Queries/Invoices
3. Select the All open invoices query, then choose Organize > Copy.



4. In the same folder, choose Organize > Paste.
5. Open the copied query.
6. (Filters tab) Remove all filters to add the filters you prefer. In this example, a balance filter of not equal to zero was added so that invoices with a positive balance or negative balance (credits) will appear. Also added is a filter for a URL parameter as we are adding this content item to a Organization profile page.



Note: When using a URL parameter such as ID, the value should be formatted as “@url:ID”. The search option should be set to Optional and the search label should be formatted as @url:ID.

7. (Display tab) Update the query display as needed. Invoice ID must be a display property but can be hidden using the “code_” prefix.



8. Make a copy of your query path as you will need it for the content item configuration. @url:ID

Configuring the content item

Once you have a query, do the following to add the content item to a content page:

1. Go to the content record you want to add the content item to.
2. Click Easy Edit.
3. Select Open in Content Designer.
4. Select Add Content.
5. Click the Custom folder.
6. Select the ASI iAdd2Cart content item.
7. Click OK.
8. Enter the query path into Open Invoices Query Path. Clicking out of this field confirms the correct path.



9. Adjust the results per page or pager location as desired.
10. Click OK.
11. Save and Publish your content page.
12. Go to the content page for an applicable record to confirm display.

Using the content item

Do the following to use the content item:

1. Go to the content record where the iAdd2Cart content item is located.
2. Select one or more invoice items.



3. Click Proceed to Checkout. If credits are selected, they will appear under Cart charges as Applied credit.



4. Enter the payment information and click Submit.