Introduction & Quick Start Guide

Introduction

In this tutorial, we'll take a step up from the simplicity of the To-Do list app and create a Contact Us form using the platformOS core module. If you've already built your first application on platformOS, this project will help you enhance your skills and tackle a more complex challenge.

We'll build on the knowledge you gained from implementing the To-Do list app, introducing new concepts and techniques. By the end, you’ll understand how to build more sophisticated applications.

Functionalities a Contact Us form needs

Before we start, let's outline the core functionalities of our Contact Us form:

• Display Form on Homepage: Show a form on the homepage with two fields: "email" and "body".
• Form Submission Handling: When the form is submitted, it should trigger a POST request to the /contacts/create page.
• Input Validation: Implement the following Business Rules using the Command approach described in the core module's README:
  • Ensure that the email provided by the user looks like a valid email address.
  • Ensure that the body is at least 10 characters long and has no more than 200 characters.

If input is valid:

• Store the contact information in the database.
• Use Events (as described in the core module's README) to send a confirmation email to the address provided by the user with a simple static confirmation that their request was received.
• Redirect the user to /contact/thanks and display a simple "Thank you" message.

If input is invalid:

• Redisplay the form.
• Show relevant error messages.
• Pre-fill the form with the submitted data.

Quick Start Guide

Before you start implementing the Contact Us form, follow these steps to get the necessary setup follow:

Step 1: Sign up and log in to the Partner Portal

Sign up and log in to the Partner Portal.

If you have already gone through /try or built a To Do app as part of the get started process, you should already have a Partner Portal account.

For further details, refer to the Sign up on the Partner Portal guide.

Step 2: Create a new instance

Create a new instance in the Partner Portal by navigating to Create > Instance.

Learn more about what an instance is or refer to the Create an instance guide.

The instance needs to be activated.

Step 3: Check if you have platformOS check and pos-cli installed

Check if you have platformOS check and pos-cli installed:

platformos-check -v
pos-cli -v

If you haven't installed pos-cli, you can do so globally using npm:

npm install -g @platformos/pos-cli

For further details, refer to the Installation and Configuration guide, the Install pos-cli guide, and the platformos-check guide.

Step 4: Create the project folder

Create the directory for the Contact Us project on your machine:

mkdir contact-us
cd contact-us

Step 5: Authenticate your environment

For pos-cli to know which instance is related to any particular codebase, you need to make a connection between those. Authenticate your environment:

pos-cli env add --url https://YOUR-INSTANCE.staging.oregon.platform-os.com staging

A hidden .pos file has been created, and this is what pos-cli uses behind the scenes to authenticate.

For further details, refer to the Authenticate your environment guide.

Step 6: Authorize your instance

Authorize your instance in the browser when prompted:

You should receive the following message:

Environment https://contactus.staging.oregon.platform-os.com/ as staging has been added successfully.

Step 7: Install the platformOS core module

To speed up the development process, we are going to depend on the platformOS core module that comes with ready-made functions for validation and emitting events. This will save us time and effort by leveraging pre-built, tested functionality.

Here, we'll install the module on our instance and then download the module code to have it available locally.

Ensure that you are in the project root, then:

pos-cli modules install core
pos-cli modules download core

Read and follow the instructions in the installation section of the platformOS core module documentation for further details.

Step 8: Upload your code to your instance

Once the core module is installed, upload your code to your instance:

pos-cli deploy staging

For further details, refer to the Upload your code to an instance guide.

Step 9: Enable code syncing

pos-cli sync staging

For further details, refer to the Upload code changes automatically when you save the file guide.

Step 10: Start the pos-cli GUI

Use platformOS’s database management tool, which is part of pos-cli. Start the pos-cli GUI and sync your environment with a single command:

pos-cli gui serve staging

Here is the proofread version of the provided content:

For further details, refer to the Starting the GUI guide.

Step 11: Install the platformOS VSCode Extension

We highly recommend installing the platformOS VSCode Extension for an easier development experience. On Windows, it works out of the box. For OSX/Linux, you'll need to manually install Ruby and platformos-check.

With these steps completed, you are now ready to start building your Contact Us form. Let's dive into the details of implementing the form, setting up validations, and handling form submissions in the next sections.