際際滷

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@ChandeepKhosa #MoldC
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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
Ill 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
@ChandeepKhosa #MoldCamp
User types
 Consumer
 Dealer
 Staff
 Branch
 Head Of鍖ce
 Client admin
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User needs
 Find out information before deciding to buy
 Get a quote
 Buy a policy
 Manage their policy
 Make & track claims
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Site architecture
 Content types : Policy, Claim
 Webform : Request a Quote
 Commerce products
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Get A Quote
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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 鍖elds such as name & address
 Webform Wrappers module allows you to add
classes e.g.) Row & Col-Md-4
@ChandeepKhosa #MoldCamp
Webform 鍖elds & tokens
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Webform Wrappers
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Drupal Commerce
 Product displays
 Product
 Dealer Product with Model Number
 Accidental Damage
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Custom product view
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Product Display
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Product variation - edit
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Accidental Damage
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Find relevant products
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Find relevant products
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Quote form : step 2
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@ChandeepKhosa #MoldCamp
@ChandeepKhosa #MoldCamp
@ChandeepKhosa #MoldCamp
Dealer groups
 Head Of鍖ce : 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 : Cant create groups or users. Can see
policies & claims created by other colleagues.
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Group module
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Group types
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Dealer Head Of鍖ce :
permissions
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Dealer Head Of鍖ce group as
User 1
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View members as User 1
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Group
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@ChandeepKhosa #MoldCamp
Making content belong to a
group
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Dealer HO viewing a report
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Branch admin user
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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

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