How to use Visual Builder to Create Public Facing Functionality for Sites

By: Courtney Dooley | Technical Architect

 

Content and Experience Cloud form functionality such as Contact Us, Feedback, and Survey information is not offered out of the box.  In fact, developing these forms and functionality can sometimes require additional services to be purchased or custom development to be implemented.  But if you have Integration Cloud Service, you may not realize that Visual Builder offers a publically accessible form and process that can be used by sites built within Oracle Content and Experience Cloud.

Visual Builder

Visual Builder is a Platform as a Service (PaaS) cloud-based solution that offers the ability to create Web Applications, Mobile Applications, define Service Connections and even integrate with Process Cloud.  Although many of these functions will require authentication, Visual Builder does have the unique option for publically accessible applications.  In the Feedback use case, we will use Business Objects to define and handle the feedback functionality for public-facing sites.  Although this functionality could be handled using a Web or Mobile Application, business objects are quick to set up and configure.

Building Options

The main menu of Visual Builder displays the options below.

  • Mobile Applications
  • Web Applications
  • Service Connections
  • Business Objects
  • Components
  • Processes – Integration with Oracle Integration Cloud Process Applications

For both the Mobile and Web Applications, form development and data structure is available for customization and modification to meet the needs of any service.

Oracle Visual Builder screen showing creation of a new business object named 'Feedback' with tabs for Overview, Fields, Security and more.

Additional services can be configured within the Service Connections then called by a form function or workflow.  These services can be selected from a catalog of predefined services, a specification document that defines the service, or by specifying the endpoint for the service.

Components are elements which can be added to a form such as Images, Text, Buttons, Menus, and Links.  Field types such as dropdowns, text inputs, rich text, and specific field types such as Currency, Email, Phone etc. are all available out of the box.

Oracle Visual Builder UI showing a list of installable components including checkbox, export data and email input.

Business Objects

A quick and easy way to create a public service is by creating a Business Object.

Visual page builder interface showing a feedback form being edited in Oracle Visual Builder with TekStream branding.

  • Overview – besides general properties, relationships can be established to other business objects for other services.
  • Fields – define information to be received and used within the service including audit fields such as creationDate, createdBy etc.
  • Security – set the authentication needed for the service. In the case of a public service, selecting Anonymous User permissions allow for public access.
Security role configuration screen in Oracle Visual Builder showing role-based access for the Feedback object, with permissions set for Anonymous and Authenticated users.

  • Business Rules – define how to handle the information being provided, below are the types of handlers which can be defined.
    • Object Triggers – we will use this one in our Feedback Use Case
    • Field Triggers
    • Object Validators
    • Field Validators
    • Object Functions
  • Endpoints – a base set of API endpoints created automatically when the Business Object is created
Endpoints tab for the Feedback object in Oracle Visual Builder displaying development, staging, and live API URLs, along with REST endpoint methods (GET, POST, PATCH, DELETE).

 

  • Data – shows all processed data for development, staging, and live processes including the ability to query specific data.
Data tab in Oracle Visual Builder showing a query setup for the Feedback object with condition “Phone is not empty,” and a results table listing feedback entries.

 

Feedback Use Case

For a simple Feedback Form that can be made public in Content and Experience Sites, we created the Business Object, as described in the previous section.  We then specify the fields we expect from the Feedback form and configure their properties for requirement, uniqueness, and searchability.

Fields tab for the Feedback object in Oracle Visual Builder, displaying the schema fields such as id, creationDate, email, phone, summary, and message.

Lastly, we add an Object Triggered business rule that executes before a new feedback form is inserted.  This Business Rule will simply send the feedback data to a specific email inbox.

Business Rules tab in Oracle Visual Builder showing a configured object trigger titled "SendFeedback" set to run "Before Insert."

 

New Actions can be added by clicking on the plus sign within the process flow diagram, then configuring the action to take.

Visual rule editor for the “SendFeedback” trigger showing a flow diagram where an email notification action is always executed upon feedback submission.

The Email information can be configured by clicking the edit pencil on the Action.  The Email address can be a set value as shown below, or it can be an expression where the value is derived from a service or other data.

Configure Actions panel for the “SendFeedback” trigger showing an email notification setup to send feedback details to a specified email address.

Once the business object is configured and saved, the form to present on the site can be created one of two ways.

  1. Create a Web Application that provides the form and on submit inserts the business object which will process the notification. This form would then be presented to users via I-Frame.
  2. Create the form on a Content and Experience Cloud layout or custom component which calls the Visual Builder Cloud Service API for that business object on submit.

The Feedback service will not be available until it has been Staged then Deployed, but once deployed, it should be available for use on any public-facing site.

Contact us for more tips and tricks on developing Oracle Visual Builder Cloud Service Applications!