PowerClerk Support Center

Program Design
Questions to ask yourself
Locating the Automations feature
Creating an Automation
Communication Templates
Questions to ask yourself
Locating the Communications feature
Creating Communication templates
Smart Templates
Feature reference
Questions to ask yourself
Locating the Deadlines feature
How to create Deadlines
Delaying Deadlines
Deadline Automations
Deadlines in the Admin View
Deadlines in Communication Templates
Deadlines in Reports
Deadlines in Project List Columns
Deadline Functionality Definitions
Feature reference
Questions to ask yourself
Locating the Forms feature
How to create and edit Forms
Adding data fields
Configuring Forms
Sensitive Data Fields
Feature reference
Questions to ask yourself
Locating the Roles feature
How to create and edit a Role
Feature reference
Questions to ask yourself
Locating the Workflow feature
How to create and edit the Workflow
Changing a project's status
Feature reference
Advanced Program Design
Locating the Channels feature
What are Channels?
Channels Checklist
3-Step Publishing Process
Channel Type A: Mark As Child
Channel Type B: Make Successor
Channel Type C and D: Create/Submit Related Project
Sending Signals
Questions to ask yourself
Locating the Connections feature
What are Connections
Input and Output Fields
Connecting, Testing, and Enabling
Maintenance and Alterations
Connections Message Format
Content Library
Questions to ask yourself
Locating the Content Library feature
Uploading content to the Content Library
Use with Communication Templates
Use for Front Page content
Curated Lists
Built-in DER lists
Global Lists
Document Templates
Questions to ask yourself
Locating the Document Templates feature
How to define a new Template
How to define a new Merged Document
DocuSign template tags
Mapping eSignature tags
Smart Templates
Formulas and Calculated Fields
Questions to ask yourself
Locating the Formulas feature
How to create a Formula
Formula Data Dictionary
Front Page
Questions to ask yourself
Locating the Front Page feature
How to edit the Front Page
Incentive Design
Questions to ask yourself
Locating the Incentive Design feature
How to design an Incentive
Incentive Options
Single Sign On (SSO)
Azure AD
Okta IDP Configuration
SP Configuration
PowerClerk API
Custom API IDs
API Documentation for Developers
Application & Process Automation
Getting Started
Common Usage Scenarios
Using Custom IDs
API Method Reference
Code Samples
Business Days
Questions to ask yourself
Locating the Business Days feature
Setting up Business Days
Questions to ask yourself
Locating the Dashboards feature
How to create widgets in your Dashboard
Other Dashboard Actions
Data Import
Questions to ask yourself
Locating the Data Import feature
How to validate a Data Import
Duplicate Check
Questions to ask yourself
Locating the Duplicate Check feature
How to use Duplicate Checks
Questions to ask yourself
Locating the ePayments History feature
How to add ePayments
Import Projects
Questions to ask yourself
Locating the Import Projects feature
How to Import From V2
Operation Status
Questions to ask yourself
Locating the Operation Status feature
How to use the Operation Status feature
Program Info
Project Inquiry
Questions to ask yourself
Locating the Program Info feature
How to edit the Program Info menu
Notification Banners
Usage Info
Program Statistics
Questions to ask yourself
Locating the Program Statistics feature
How to use Program Statistics
Questions to ask yourself
Locating the Reports feature
How to setup Reports
Multi-instance reports
Sharing Reports
Integrate scheduled Reports
Cross-Program Reports
Test Environment
Questions to ask yourself
Locating the Test Environment feature
How to setup a Test Environment
User Administration
Questions to ask yourself
Locating the User Administration feature
How to work with User Administration
Program Reporting
Data Fields
Questions to ask yourself
Locating the Data Fields feature
How to work with Data Fields
Custom Lists and Data Field Groups
Table form element
PV System + batteries element
Questions to ask yourself
Locating the Milestones feature
How to define a Milestone
Project List Columns
Questions to ask yourself
Locating the Project List Columns feature
How to use Project List Columns
Project Summary
Questions to ask yourself
Locating the Project Summary feature
How to edit the Project Summary
Project Views
Questions to ask yourself
Locating the Project Views feature
How to edit Project Views
My Account
Questions to ask yourself
Locating the My Account feature
How to use the My Account feature
Setting up Multi-Factor Authentication
MFA Recovery Guidelines
Questions to ask yourself
Locating the FormSense feature
How to use the FormSense feature
Grant Access
Questions to ask yourself
Locating the Grant Access feature
How to Grant Access to users
Integration Guides
Integration Guide 001: How to configure a Web Adapter – ArcGIS Implementation
Integration Guide 002: How to configure Electric Power Research Institute’s (EPRI) DRIVE Connect software with PowerClerk
PowerClerk Video Guides
New User Video Guide
Setting up Business Days
Edit Forms - Tutorial #1
Edit Forms - Tutorial #2
Configuring Forms
Build A Formula
Automation with Formulas in Action Rules
Formulas and Advanced Visibility Rules
Calculated Fields
Roles and User Administration
Visualize Workflows
PowerClerk User Group Sessions (UGS)
PowerClerk Responsive Admin View


Integrate access to custom web services with PowerClerk’s Connections functionality.

Front Page feature

Questions to ask yourself about Connections:

What kind of Standard Web Adapters can be setup?
What external web service do I want to connect to through Connections?
Do I have requirements beyond the Standard Web Adapter?

Locating the Connections feature

Anyone in a Role with the Define Web Adapters privilege can create a Standard Web Adapter by opening the PROGRAM DESIGN menu and clicking on Connections. Please note: The Define Web Adapters privilege needs to be set by a CPR Admin, and you can request this privilege by contacting PowerClerk’s Support Team through the Ticket System.

Locating the Connections feature

Figure 1: ADMIN >> Connections


What are Connections?

Sometimes, it’s desirable in a Workflow to have automated processes fill in pieces of data (e.g. to lookup the customer’s address in a CIS system) or to kick off processes in other systems (e.g. a “set meter request”). That’s where Web Adapters come in – they allow PowerClerk to call utility-specific web services.
PowerClerk’s Connections functionality enables you to define a set of configuration parameters to integrate utility-specific web services. It consists of:

  • Configuration UI to allow utility admins to pick which input/output data fields to use.
  • Configuration and Test UI to allow utility admins to configure the adapter based on what properties the adapter exposes (e.g. endpoint/URL pointing to the utility-specific web service). Please note: You can define separate URLs to switch between Production and Test Environments, and store authentication information, as well as which messaging format to use (XML or JSON).

Once you have configured, tested, and enabled your web adapter there are two ways to use your new Web Adapter in your program:

  • On a Form with the Web Service Call form element to create a button on a Form (to call the Web Adapter when a user clicks the button).
  • Via Automation to call the Web Adapter on status transitions or other Automation triggers, including automated retries if the targeted utility-specific web service is unreachable.
Standard Web Adapter versus Custom List Lookup

While a Standard Web Adapter can be used to retrieve information from a web service external to PowerClerk, creating a Custom List Lookup Connection allows to validate or retrieve data from an existing Custom List within PowerClerk. This kind of lookup can be beneficial if the use case scenario should not offer up the entire data available on the Custom List for selection by the applicant, but to retrieve data matches with the click of a button and then to further process the retrieved data in data fields outside of the originating Custom List:

Standard Web Adapter versus Custom List Lookup

Figure 2: Standard Web Adapter versus Custom List Lookup


Create Web Adapter

Input and Output Fields

When creating a user-defined Web Adapter, a collection of Input Fields (which are sent from PowerClerk to the web service) and Output Fields (which are sent from the web service back to PowerClerk) are specified. For each Field, the following properties are defined:

  1. Name – the name of the field, which is used as a label in the UI
  2. DataType – the type of data that is passed in this Field. The DataType must be one of the following:
    • String – used for a Single Line Text field on a Form
    • Choice – used for a Drop-down List field or Multiple Choice field on a Form
    • Int64 – used for an Integer field on a Form
    • Decimal – used for a Decimal field on a Form
    • Boolean – used for a Check Box field on a Form
    • DateTime – used for a Date field on a Form
  3. IsRequired – Boolean indicating whether the program designer is required to provide a mapping for this Field when defining a Web Adapter Configuration.

See below for an example of the Edit Web Adapter dialog to define input- and output fields in Connections with the Create Web Adapter button:

Edit Web Adapter dialog

Figure 3: Edit Web Adapter dialog


Connecting, Testing, and Enabling

Once the new Web Adapter has been created and the input- and output fields have been defined it is still in a disabled state. You can now start configuring and testing the connection to the utility-specific service’s endpoint URL and enable the Web Adapter for usage within your PowerClerk program:

Testing new Web Adapter

Figure 4: Testing new Web Adapter

The sample configuration below demonstrates the settings which need to be defined to successfully connect to the utility-specific web service. Setting Support Email Alias allows users to define an email address to receive notifications and error messages in the context of this new web adapter. Connections also allow users to define a dedicated endpoint URL and authentication credentials for your program’s Test Environment to facilitate testing Web Adapter changes separately from your ongoing Production Environment:

Connecting to utility-specific web service

Figure 5: Connecting to utility-specific web service

Please note: The Message Type format (XML or JSON) dictates the format in which to provide the web service’s response and cannot be mixed between both formats.
To test if the above configuration is properly set up to retrieve data from your web service, please go ahead and click on Save Properties and then enter sample data to test out the web service connection:

Testing utility-specific web service

Figure 6: Testing to utility-specific web service


Maintenance and Alterations

Clean Power Research will maintain input- and output logs for any request issued by a Web Adapter created in Connections. Please note that the Web Adapter testing dialog and Support Email Alias (with a valid email address) will provide the means to troubleshoot common connectivity issues and exceptions, such as:

  1. The remote server returned an error: (401) Unauthorized. – Root Cause: The credentials in the connectivity configuration dialog are invalid and need to be corrected or the utility-specific web service does not recognize the credentials as valid any longer.
  2. The remote server returned an error: (404) Not Found. – Root Cause: The endpoint URL for setting Production URL or Test URL are invalid and in need of a correction or the utility-specific web service is unavailable.
  3. The remote server returned an error: (500) Internal Server Error. – Root Cause: The utility-specific web service is not working properly and cannot provide a proper response to the Web Adapter request.

Please note: When encountering issues with your Standard Web Adapter configuration, you may also find additional error details on the Admin >> Operation Status page under the Failed Background Operations tab.
When altering a Web Adapter created through the Connections functionality, please note that once a Web Adapter has been used on a Form or in context of an Automation it cannot be altered in terms of input- or output fields and the proper way to re-use a prior Web Adapter configuration is to use the Copy functionality on the old Web Adapter to create a new version as shown below. This will create a new Web Adapter instance and allow you to proceed with necessary changes:

Copying a Web Adapter

Figure 7: Copying a Web Adapter


Web Adapter Message Format

Web Adapter calls between PowerClerk and a utility-specific web service are made with a HTTP POST request to the endpoint URL that is associated with the web service. A client certificate is provided, and only HTTPS with TLS 1.2 is supported. For each Web Adapter, a serialization format for the message (for request and response) must be chosen as either XML or JSON. If XML is being used, then the message header will have “Content-Type” and “Accept” set to “application/xml”. If JSON is being used, then “application/json” will be used in the header instead. If username and password are needed for authentication to the server, then these values will be stored in the header through Basic Access Authentication (see https://en.wikipedia.org/wiki/Basic_access_authentication for details).
The message body is a collection of Name / Value pairs, where the Name is the specified as part of the Web Adapter Field, and the Value is the data associated with the PowerClerk DataField the Field is mapped to through configuration.
For XML, the message looks like the following.

     <Field Name="Account Number">123</Field>

For JSON, the message looks like the following. Note that for XML, values are always represented as strings, but for JSON, some values (such as numbers and Booleans) are not.

{"Account Number":"123", ... }

The format for the Value depends on the DataType for the Field, as well as the type of serialization used.

  1. String or Choice DataType: The Value is simply the string data from PowerClerk. The only difference between these 2 DataTypes is that a Choice value must be a member of a pre-defined set of Strings in PowerClerk. Note that certain special characters will need to be escaped, following the requirements of the serialization format chosen. For XML the characters that must be escaped are documented at https://www.w3.org/TR/xml11/#sec-predefined-ent. The characters that must be escaped for JSON are documented at http://www.json.org/. For example, a Field with the Name “Sample String” and Value “`”@#$%^&*()<>\’” would be serialized as follows:
    • XML: <Field Name="Sample String">`"@#$%^&amp;*()&lt;&gt;\'</Field>
    • JSON: {"Sample String":"`\"@#$%^&*()<>\\'"}
  2. Int64 or Decimal DataType: The number numeric value is represented directly as a number in JSON, and as a String in XML. For example, the value 123 would be serialized as follows:
    • XML: <Field Name="Sample Integer">123</Field> 
      <Field Name="Sample Decimal">123.0</Field>
    • JSON: {"Sample Integer":123} 
      {"Sample Decimal":123.0}
  3. Boolean DataType: The value is represented directly as a lower-case Boolean value in JSON, and as a capitalized String in XML. For example:
    • XML: <Field Name="Sample Boolean">True</Field>
    • JSON: {"Sample Boolean":true}
  4. DateTime DataType: In both JSON and XML, the value is represented as a String in the ISO 8601 UTC format. For example:
    • XML: <Field Name="Sample DateTime">2019-10-24T00:00:00Z</Field>
    • JSON: {"Sample DateTime":"2019-10-24T00:00:00Z"}

A complete sample message with all the above data is shown below:

  • XML:
        <Field Name="Sample String">`"@#$%^&amp;*()&lt;&gt;\'</Field>
        <Field Name="Sample Integer">123</Field>
        <Field Name="Sample Decimal">123.0</Field>
        <Field Name="Sample Boolean">True</Field>
        <Field Name="Sample DateTime">2019-10-24T00:00:00Z</Field>
  • JSON:
    {"Sample String":"`\"@#$%^&*()<>\\'","Sample Integer":123,"Sample Decimal":123.0,"Sample Boolean":true,"Sample DateTime":"2019-10-24T00:00:00Z"}

Create Custom List Lookup

When using a Custom List already existent in the respective PowerClerk program, setting up a Connection to this Custom List will allow validation and retrieval of output data of the Custom List based on the provided input. This lookup functionality is particularly helpful if the underlying Custom List has thousands of selections to choose from, which would become difficult to handle via regular drop-down selection. Also, the results of a Connection to this Custom List Lookup can be populated into a variety of data fields present on the Form, which do not have to be located in proximity of the actual lookup button. Please note: The actual configuration of input and output fields of the Custom List is configured through the Connection available on the Automations page or on the Form Editor:

Edit Custom List Lookup

Figure 8: Edit Custom List Lookup

Once enabled, the Custom List Lookup Connection will become available for configuration for example on a Form to retrieve data from the Custom List and post it to individual output fields directly onto the form:

Custom List lookup Configuration

Figure 9: Custom List lookup Configuration

The result in this example populates the respective data with the push of the Lookup pole location button in the output fields as follows:

Custom List lookup Results

Figure 10: Custom List lookup Results


Video Guides

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Create A Support Ticket

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