How to mash up data from different data sources

Audience: Developers building Sapho micro apps

In Sapho, you can work with data in several ways ranging from very simple and straightforward use cases to much more complex data mashups. How to set up the most common types of complex data mashups are described below.

Search results from multiple connectors

Imagine a situation where you want to search multiple data sources at the same time. For instance, you want to search within Salesforce Leads and Accounts, or Zendesk tickets and JIRA issues, and show the search results on the same page.

To set up such a case in Sapho, use the following instructions:

  1. Create a search page on top of the connector you want to primarily use for the search results.
  2. Add the form fields you want to use to execute the search query.
  3. Add a list or table component for each data source you want to query and set up the basics properties of they should be rendered, i.e. list items or table columns, formatting, etc.
  4. If you want to use a different connector than the one that the search page is based on, use the Link other Connector option in the DB Table setting of the component and then select the connector to be used to query and display the data.
  5. For each search result component, click on the SET QUERY button to open up the query builder dialog window.
  6. Map the search form fields to DB columns using the [component value] option.

    Search results will now be displayed for all components on the page at the same time.

Mash up related data from multiple connectors on a detail page

Another case is when you want to display records on a detail page that are related but gathered from different data sources. For instance, you want to show the list of related JIRA issues on a Salesforce account detail page, or the list of Zendesk tickets assigned to a person on their employee detail page in Active Directory.

You can implement this in Sapho using of following steps:

  1. Create a detail page on top of the connector you want to primarily use.

  2. Add the basic fields you want to display from the primary connector to the page.
  3. Add a list or table component for each data source you want to query and keep the Use Records Related to Detail Page setting switched off. Set up the basic properties of how you want the search results to be rendered, i.e. list items or table columns, formatting, etc.
  4. If you want to use a different connector than the one that the detail page is based on, use the Link other Connector option in the DB Table setting of the component and then select the connector to be used to query and display the data.
  5. For each component, click on the SET QUERY button to open up the query builder dialog window.
  6. Map the fields storing primary key information to DB columns using the [component value] option.

    The detail page will now show related records across systems based on the key mapping you set up in the query dialog settings.