This article describes how data is integrated between nFORM and nCORE for the purposes of both (1) prepopulation of new submissions and (2) population of nCORE data elements from new nFORM submissions.
Data Integration from nFORM into nCORE
Data provided in an nFORM submission is extracted and used to update data in nCORE. Data integration rules and behavior is largely driven by the Tag value assigned to nFORM Sections and Controls. This section describes how to use tags to control data integration behavior when a new submission is received.
Submission data is used to update Site, Contact, Submission, and Feature details. Specifics for each are described in the following sections.
Site Data Integration into nCORE (including Person and Organization)
Technical Note: nFORM control tag mapping from nFORM to nCORE is defined in nformExport.VW_SITE_EXPORT. Integration logic is defined in dbo.SP_NFORM_STG_TO_SUBM_SITE.
Site Control Tag to nCORE Site Database Field Mapping
The table below indicates form control Tag are used to
Control Tag | nCORE Target Field | Description | Updates Existing Site? |
|---|---|---|---|
SITE_NUM | SITE.SITE_NUM | No | |
SITE_NAME | SITE.SITE_NAME | By default, the Site Name in nCORE will not update if a different site name is provided in an nFORM submission, however this behavior is configurable using the Allow form to update Site Name checkbox on the Form Details screen. | Configurable |
SITE_TYPE | SITE_TO_REF_SITE_TYPE. REF_SITE_TYPE_CODE | This value is mapped to the Code or Description column from REF_SITE_TYPE. The row will only be inserted if the same Site Type does not already exist on the Site record. | Yes |
SITE_ADDR | SITE.(Multiple Address Fields) | Populated from nFORM Address control. Data is parsed from this control into the individual Address fields on the Site Details page:
Address data can be configured to create a geocoded “Site” Feature/coordinate in lieu of a location (map) control on the form. This requires the configuration of a the “Geocode Site Address” server task. See /wiki/spaces/Wiki/pages/621412916 for more information. | Yes |
SITE_ADDR_CMNTS | SITE.ADDR_CMNTS | This is a fallback if nFORM Address control's "Location Description" is not visible and populated. | Yes |
Contact control tag SITE | SITE.PREFIX | Used for Person records | Yes |
Contact control tag SITE | SITE.PERSON_FIRST_NAME | Used for Person records | Yes |
Contact control tag SITE | SITE.PERSON_LAST_NAME | Used for Person records | Yes |
Contact control tag SITE | Organization Name | NOT USED (yet…) | Yes |
Contact control tag SITE | SITE.EMAIL | Used for Person records | Yes |
Contact control tag SITE | PHONE table | Used for Person records | |
SITE_COORD | n/a | NOT USED. See FEATR mapping | n/a |
SITE_LAT | n/a | NOT USED. See FEATR mapping | n/a |
SITE_LONG | n/a | NOT USED. See FEATR mapping | n/a |
SITE | FEATR_LOC table | When tagged on a location (map) nFORM control, the centroid lat/long point will be prepopulated on the submission | No |
SITE_NAICS | SITE_TO_REF_NAICS table | This is the numeric NAICS code. Only one value is supported and the value must be an exact match to the CODE or CODE-DESCR (e.g. "236118" or "236118-Residential Remodelers") in REF_NAICS. | Yes |
SITE_SIC | SITE_TO_REF_SIC table | This is the numeric SIC code. Only one value is supported and the value must be an exact match to the CODE or CODE-DESCR (e.g. "0131" or "0131-cotton") in REF_SIC. | Yes |
[REF_SITE_RLNSHP_TYPE_CODE] | SITE_RLTD_SITE table | When a field is selected from a lookup populated by a Site Alternative Name, the selected site will be created as a Related Site to the submission’s site. See the Relating Sites In a Submission article for more information. | No |
TAX_PARCEL_NUM | SITE.TAX_PARCEL_NUM | Tax Parcel Number | Yes |
SITE_LUG_NAME | SITE.REF_LUG_CODE | This value is mapped to the Description column from REF_LUG | Yes |
SITE_WATERBODY_NAME | SITE.REF_WATERBODY_CODE | This value is mapped to the Description column from REF_WATERBODY | Yes |
REF_OWNRSH_TYPE_DESCR | SITE.REF_OWNRSH_TYPE_CODE | This value is mapped to the Description column from REF_OWNRSH_TYPE | Yes |
SITE_ALT_NAME+[SITE_ALT_NAME_CODE] | SITE_ALT_NAME table | Adds a Site Alternative Name record to the site for the ALT_NAME_CODE specified in the tag name suffix following the + symbol. If one or more existing Site Alternative Name(s) are found on that site with that same Alt Name Type, whose value differs from the information on the submission, then the previous alternative names will be set to Inactive. Note only one site alternative name can be added or updated per submission. | Yes |
SSN | SITE.SSN_HASH | Social Security Number. Only applies to Person records. See /wiki/spaces/Wiki/pages/634847194 for specific details on configuring SSN integration. | Yes |
Submission Data Integration into nCORE
Technical Note: nFORM control tag mapping is defined in nformExport.VW_SUBM_EXPORT. Integration logic is defined in dbo.SP_nFORM_STG_TO_SUBM.
Only one SUBM record is ever associated with a given nFORM submission.
nFORM Control Tag to nCORE Submission Database Field Mapping
The following table provides a mapping from individual fields on the nFORM contact control to nCORE Submission fields.
Control Tag | nCORE Target Field | Description |
|---|---|---|
CMPLNT_DESCR | SUBM.CMPLNT_DESCR | Complaint Description |
IS_CONF_REQSTD | SUBM.IS_CONF_REQSTD | nFORM submission value must be YES or NO. Applies to Complaints only. Used to indicate that the complainant has requested to remain confidential. If YES, a warning label will appear on the submission detail screen’s sidebar indicating “Remain Confidential Requested”. |
CMPLNT_ISSUE_DATE | SUBM.CMPLNT_DATE | Joined with CMPLNT_ISSUE_TIME, if present |
CMPLNT_ISSUE_TIME | SUBM.CMPLNT_DATE | Only used if CMPLNT_ISSUE_DATE tag is also present |
PROJ_NAME | SUBM.PROJ_NAME | Project Name |
ACTN_TYPE | SUBM.REF_APP_REQST_ACTN_TYPE_CODE | This value is mapped to the Description column from REF_APP_REQST_ACTN_TYPE. If not supplied, import will fall back to Form's Action/Deadline setting for mapped nFORM Reason Type. |
SUBM_CMNTS | SUBM.SUBM_CMNTS | Submission Comments |
SUBM_DCSN | SUBM_VERSN.REF_DSCN_CODE | Specific to schedule submissions. If a matching value is found in the REF_DCSN lookup table, the submission version's Decision will automatically be set to the value supplied. Allowed values are:
|
SUBM_DCSN_DATE | SUBM_VERSN.DCSN_DATE | Specific to schedule submissions. Sets the Decision Date of the submission version to the value provided. Only populated if a valid SUBM_DSCN is found. If a SUBM_DCSN is specified but a SUBM_DSCN_DATE is not specified, the decision will default to the submission version received date/time. |
RESUBM_DUE_DATE | SUBM_VERSN.RESUBM_DUE_DATE | Specific to schedule submissions. Sets the Resubmission Due Date of the submission version to the value provided. Only applicable to decision codes NOT_APPROVED and REQ_RESUBM. |
Feature Data Integration into nCORE
Technical Note: nFORM control tag mapping is defined in nformExport.VW_FEATR_EXPORT. Integration logic is defined in dbo.SP_nFORM_STG_TO_SUBM_FEATR.
Feature information is gathered from nFORM sections whose control tags are prefixed with the text SITE or FEATR, or contains a Location control. For example, if a control in a section is tagged `FEATR_CARWASH`, the import process will attempt to insert or update a feature. There are no requirements around section tag names for data import; it is based entirely on the section's control data.
The integration logic can only create or update one feature record per section.
Sections can be repeating to import multiple features.
Inserting versus Updating Features
nCORE will only create new features if a Feature Type is specified in the submission data. The Feature Type can be specified using any of the following methods:
Include a Location control whose label matches an existing Feature Type Description, or
Include a Location control whose tag matches an existing Feature Type Code, or
Include a pre-populated, hidden text control whose default value matches a Feature Type Code or Description, or
Include a single select control whose dropdown values match an existing Feature Type Description.
If an existing Feature is found with a matching FEATR_ID_TXT, the feature will be updated with all fields. If a feature is not found with a matching FEATR_ID_TXT, a new feature will be created upon import.
nFORM Control Tag to nCORE Feature Database Field Mapping
The following table provides a mapping from individual fields on the nFORM contact control to nCORE Feature fields.
Control Tag | nCORE Target Field | Description |
|---|---|---|
FEATR_ID_TXT | FEATR.FEATR_ID_TXT | Feature Identifier business key (e.g. "001") |
FEATR_TYPE | FEATR.REF_FEATR_TYPE_CODE | nFORM value can match on either CODE or DESCR in REF_FEATR_TYPE. |
FEATR_DESCR | FEATR.DESCR | Feature Description |
FEATR_LOC | FEATR_LOC.(lat/long value) | Derived as a point (single lat/long coordinate) from the nFORM location control. Tag value does not matter. Integration logic will fetch the coordinate from any location control. |
Contact Data Integration into nCORE
Technical Note: nFORM control tag mapping is defined in nFORMExport.VW_CONTCT_EXPORT. Integration logic is defined in dbo.SP_nFORM_STG_TO_SUBM_CONTCT_AFFIL.
Submission contacts in nCORE are created from nFORM Contact controls.
Configurating a Contact’s Affiliation Type
Every contact imported from an nFORM submission into nCORE is assigned one or more Affiliation Types. The Affiliation Type assigned to the contact upon import is determined as follows:
The nFORM contact control’s Label matches an Affiliation Type Description (e.g. “Applicant”), or
The nFORM contact control's Tag matches an Affiliation Type Code (e.g. “APPLCNT”)
If no matching Affiliation Type Code or Description is found for the contact, nCORE will assign the generic Affiliation Type “Contact” to the submission contact.
Allowing a User to Assign One or More Affiliation Types to a Contact
Often a form needs to allow the user to select one or more roles to assign a contact. To achieve this:
Add a Contact control to the section. The Tag value is not important.
Add a single or multi-select nFORM control. Set the Tag to ‘AFFIL’ and set the values to one or more Affiliation Type descriptions.
When this configuration is used, the section may only contain one contact control. Otherwise, the system would not know which contact to assign the selected Affiliation Types to. The section can be set to repeating if multiple contacts with different Affiliation Types are needed.
Configuring Multiple Contact Controls with the Same Affiliation Type
Form design rules require that all tags in a form are unique, but this could cause a challenge if two or more contact controls need to be tagged with the same Affiliation Type Code. To overcome this limitation, use the + sign to add text at the end of the tag to create a unique tag value. For example, a contact control with tag CMPLNT+TEST1 will yield a contact with affiliation type CMPLNT.
Configuring a Contact Control to Update Site (Person) Details
A common scenario for license forms will require that a Contact control be used to update the Site (Person) Details. When the Applicant is also the Site, the contact control may be used to create both. To achieve this, the Contact control Label can be set to "Applicant" and Tag can be set to "SITE".
Note: The Site Name comes from contact Company Name / Organization field. The first name/last name fields are only used for updating Person sites.
Creating Submission Contacts and Site Relationships from a Site Lookup
See the Relating Sites in a Submission article for more information on configuring form controls to reference a list of other sites, organizations, or persons, and then create submission contacts or site relationships based on the selection in a submission.
Contact Control Field to nCORE Contact Database Field Mapping
The following table provides a mapping from individual fields on the nFORM contact control to nCORE Contact fields.
Control Tag | nCORE Target Field | Description |
|---|---|---|
Type | AFFIL.REF_AFFIL_TYPE_CODE | After contacts are added to CONTCT, affiliations are inserted into the AFFIL table linking each contact record with 1..many affiliation types matching the REF_AFFIL_TYPE_CODE. |
Title | CONTCT.TITLE | |
prefixNames | CONTCT.PREFIX | |
formula | CONTCT.CONTCT_NAME | Complex formula using either the company name or a concatenation of first and last names. |
firstName | CONTCT.FIRST_NAME | |
lastName | CONTCT.LAST_NAME | |
companyName | CONTCT.ORG_NAME | |
CONTCT.EMAIL | ||
phone | PHONE.PHONE | Saves the tag mapped to "phone" as the REF_PHONE_TYPE_CODE = "OFFICE" phone. Appears to be for legacy form use only. Uses FN_FORMAT_PHONE to format the phone number. |
phone_0..3 | PHONE.PHONE | Saves phone_0, phone_1... phone_3 to distinct phone records of different phoneType. Uses FN_FORMAT_PHONE to format the phone number. |
phoneType_0..3 | PHONE.REF_PHONE_TYPE_CODE | Saves the phoneType of phone_0, phone_1... phone_3 to distinct phone records of different phoneTypes.
|
extension_0..3 | PHONE.PHONE_EXT | Saves the extension of phone_0, phone_1... phone_3 to distinct phone records of different phoneTypes. |
extension | PHONE.PHONE_EXT | Saves the tag mapped to "extension" as the REF_PHONE_TYPE_CODE = "OFFICE" phone. Appears to be for legacy form use only. |
fax | PHONE.PHONE | Saves with REF_PHONE_TYPE_CODE = "FAX". |
street | CONTCT.ADDR_1 | |
street2 | CONTCT.ADDR_2 | |
locality | CONTCT.CITY | |
areaCode | CONTCT.REF_STATE_CODE | |
countryCode | CONTCT.REF_CNTRY_CODE | |
postalCode | CONTCT.ZIP_CODE | |
county | unmapped | |
description | CONTCT.ADDR_CMNTS | Labeled as “Location Description” on screen |
Document Integration from nFORM into nCORE
Submission PDF
nFORM produces a PDF document containing the information provided in the submission form. The naming convention of the PDF is configurable in the Form Details screen.
Submission Attachments
Document attachments are always imported from an nFORM submission and attached to the Submission record in nCORE. If a description has been provided for the document within the nFORM attachment control, the description will be carried forward into nCORE.
Integration from nCORE into nFORM (prefill)
Prepopulation from nCORE into nFORM is accomplished through nFormImport.SOURCE_[SUFFIX] views where the view name suffix indicates the section tag to populate.
Prerequisite
To prepopulate forms, Pre-fill → Import from External Source (SQL) must be checked:
For each Section that will require prefill, the Enable Form Pre-Fill (via Context ID) field must be checked and the Section Tag should be set to view name suffix of the source name eg. (SITE, PRMT, or FEATR, )
Available sources are:
nCORE - nFORM Integration Tags#Sites
nCORE - nFORM Integration Tags#Submissions
nCORE - nFORM Integration Tags#Permits
nCORE - nFORM Integration Tags#Features
Other sources can exist depends on clients needs.
Site Prefill into nFORM
Populated from view: nFormImport.SOURCE_SITE
Available standard data for pre-population in a section tagged SITE are:
Tag | Name | Control Type | Notes |
|---|---|---|---|
SITE_NUM | Site Number | Text Control | |
SITE_NAME | Site Name | Text Control | |
SITE | Site Location | Location Control | This will populate a location control with site coordinates |
SITE_ADDR | Site Address | Contact Control | This will populate contact control or Address control tagged SITE_ADDR |
SITE_CNTY | Site County | Text Control | |
SITE_ADDR_CMNTS | Site Address Comments | Paragraph Control | |
TAX_PARCEL_NUM | Tax Parcel Number | Text Control | |
REF_OWNRSH_TYPE_DESCR | Ownership Type | Text Control | |
SITE_LUG_NAME | Site Lug Name | Text Control | |
SITE_WATERBODY_NAME | Site Waterbody Name | Text Control | |
SITE_SIC | Site SIC Codes | Text Control | Any control that supports binding to dynamic datasource. Set up the control to use the SIC_CODES datasource. The binding assumes dbo.REF_SIC.CODE = nform.LOOKUP_VALUE.NAME |
SITE_NAICS | Site NAICS Codes | Text Control | Any control that supports binding to dynamic datasource. Set up the control to use the NAICS_CODES datasource. The binding assumes dbo.REF_NAICS.CODE = nform.LOOKUP_VALUE.NAME |
SITE | Contact | Contact Control | For modifying PERSON records, the Contact control can be used. |
Submission prefill into nFORM
Populated from view: nFormImport.SOURCE_SUBM
This view is primarily used for:
Populating data about the submission's parent Schedule
Populating the Alternate Identity in the Submission Header
Schedule Due Date (that should typically be set to Read Only when populated)
Schedule Name (see Notes below on what it contains)
Available standard data for pre-population in a section tagged SUBM are:
Tag | Name | Control Type | Notes |
|---|---|---|---|
SUBM_REF_NUM | Submission Number | Text Control | |
SCHD_DUE_DATE | Schedule Due Date | Date Control | |
SCHD_NAME | Schedule Name | Text Control | If there is a Custom name then that takes the priority over Schedule type name. |
SCHD_EXTRNL_DISP_TXT | Schedule External Display Text | Text Control | Instructions provided by the agency to the external user for a schedule. |
SCHD_CNTXT_FUNC_AREA | Schedule Context Functional Area | Text Control | Returns |
Populating the Alternate Identity with the nCORE-generated submission number
MiWaters - Do Not Use! - This paradigm should not be used in MiWaters forms that require a fee, as the Alternative Identity stores the Hotkey for fee receipt
The nCORE source view nFormImport.SOURCE_SUBM can be used to populate the nCORE-generated submission number into the nFORM Alternate Identity, making this available on the Submission Wizard Header and Submission Summary screen:
Create a new section (or use an existing section), and tag it SUBM, and enable it for prefill
Create a new short-text control tagged SUBM_REF_NUM and make it "Read Only"
At the form version level in the "Details" Section, check box "Activate Display of Alternate Submission Identifier"
Check newly-displayed box "Override Display Label", and enter label of your choice
Permit prefill into nFORM
Populated from view: nFormImport.SOURCE_PRMT
Sections must have a Tag set to ‘PRMT’ in order to prefill permit data into the section.
Since permit information is never updated in nCORE upon submission receipt, any controls tagged for Permit data prefill controls should set to read-only.
A maximum of one permit can be specified on a form using these tags. The PRMT section should never be marked repeatable. Information about other permits can be collected on the form but the controls for these permits should be given tag values that are not in the reserved list below.
A section tagged PRMT should only be included on Permit Change forms or Compliance Schedule forms. Since Permit Change forms (e.g., modifications, renewals) and Compliance Schedules (e.g., annual reports, notifications) are typically used in the context of an existing, in-effect permit, including a PRMT section on these forms provides a convenient way of automatically displaying information about that permit on the form. For example, the permit number and effective date can be displayed at the beginning of the form so that the applicant can confirm that they are filling out the form for the correct permit.
Permit Change forms and Compliance Schedules can also contain site information, but this should be done by using a section tagged SITE containing the appropriate SITE tagged controls.
Available standard data for pre-population in a section tagged PRMT are:
Tag | Name | Control Type | Notes |
|---|---|---|---|
PRMT_NUM | Permit Number | Text Control | |
PRMT_VERSN | Permit Number | Text Control | |
PRMT_NUM_ALT | Alternative Permit Number | Text Control | |
REF_PRMT_CATG_DESCR | Permit Category | Text Control | |
REF_PRMT_TYPE_DESCR | Permit Type | Text Control | |
REF_PRMT_STAT_DESCR | Permit Status | Text Control | |
ISSUE_DATE | Permit Issue Date | Date Control | |
EFCTV_DATE | Permit Effective Date | Date Control | |
EXPR_DATE | Permit Expiration Date | Date Control | |
PERMT | Permittee Information | Contact Control | This will populate a contact control with Permittee details |
PERMT_NAME | Permittee Name | Text Control | Populates the "Contact Name" from the permit's permittee. Note that this will not create a contact when submission is imported back into nCORE. |
SITE_NAME | Site Name | Text Control | |
SITE_NUM | Site Number | Text Control | |
SITE | Site Coordinates | Location Control | This will populate a location control tagged SITE |
SITE_ADDR | Site Address | Contact Control | This will populate contact control or Address control tagged SITE_ADDR |
SITE_CNTY | Site County | Text Control | |
SITE_ADDR_CMNTS | Site Address Comments | Paragraph Control | |
TAX_PARCEL_NUM | Tax Parcel Number | Text Control | |
PROJ_NAME | Project Name | Text Control |
Feature prefill into nFORM
Populated from view: nFormImport.SOURCE_FEATR
Feature data can be filtered for prefill/autofill into nFORM Submissions by using a special Tag syntax on the Section where the feature type code to filter for is suffixed onto the tag after a dollar sign. For example Tag FEATR$STACK would filter only for features of feature type code STACK.
Available standard data for pre-population in a section tagged FEATR are:
Tag | Name | Control Type | Notes |
|---|---|---|---|
DATASET_NAME | Dataset Name | Text Control | |
FEATR | Feature Location Coordinates | Location Control | Location coordinate used with a location control |
FEATR_DESCR | Feature Description | Text Control, Paragraph Control | |
FEATR_ID_TXT | Feature ID | Text Control | Can be auto-populated using a feature identifier numbering scheme specified on the Feature Type lookup screen based on the |
FEATR_TYPE | Feature Type | Text Control |
Contact prefill into nFORM
Populated from view: nFormImport.SOURCE_CONTCT
Section Prefill
Contact data can be filtered for prefill/autofill into nFORM Submissions by using a special Tag syntax on the Section where the contact type code to filter for is suffixed onto the tag after a dollar sign. For example Tag CONTCT$BILLING would filter only for contacts with affiliation type BILLING.
Single Contact Prefill (v2023.01+)
If a contact control on any section that allows prefill is tagged XXXXX${AFFIL CODE} (e.g. APPLCNT$BILLING) then it will be prefilled with the most recently entered contact of type BILLING for that regulated entity (e.g. Site). The prefix (XXXXX) of the tag can also match the same or a different affiliation type and will be imported into nCore if so.
In summary: {Export AFFIL CODE}${ Prefill AFFIL CODE}. So for example OWNR$OWNR would prefill with the Owner contact, and would export to nCore as a new version of that Owner. If the {Export AFFIL CODE} does not match a valid AFFIL code, then it will not be pulled back into nCore, it will just remain in nForm, but still can be reported on in nVisage.
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