11 |
10 |
11 |
Twilio Conversations Custom Component
107 | 108 | 109 | -------------------------------------------------------------------------------- /applets/twilio-conversations/code/twilio-functions/chat_token.js: -------------------------------------------------------------------------------- 1 | exports.handler = function (context, event, callback) { 2 | 3 | const IDENTITY = event.request.headers.identity; 4 | 5 | const { ACCOUNT_SID } = context; 6 | 7 | // set these values in your .env file 8 | const { API_KEY_SID, API_KEY_SECRET, CONVERSATIONS_SID } = context; 9 | 10 | const { AccessToken } = Twilio.jwt; 11 | const { ChatGrant } = AccessToken; 12 | 13 | const accessToken = new AccessToken(ACCOUNT_SID, API_KEY_SID, API_KEY_SECRET); 14 | accessToken.identity = IDENTITY; 15 | const grant = new ChatGrant({ 16 | serviceSid: CONVERSATIONS_SID 17 | }); 18 | accessToken.addGrant(grant); 19 | 20 | const response = new Twilio.Response(); 21 | 22 | response.appendHeader('Content-Type', 'application/json'); 23 | response.setBody({ 24 | identity: IDENTITY, 25 | token: accessToken.toJwt(), 26 | }); 27 | callback(null, response); 28 | }; -------------------------------------------------------------------------------- /applets/twilio-conversations/docs/retool-setup.md: -------------------------------------------------------------------------------- 1 | # Retool Setup 2 | 3 | Make sure you've completed the steps described in the [Twilio Setup](./twilio-setup.md) documentation before proceeding! 4 | 5 | ## 1. Create a Retool REST API Resource to retrieve chat tokens 6 | 7 | In order for your Retool app to authenticate with Twilio, you'll need to get a valid chat token. To set this up: 8 | 9 | 1. Navigate to the `/resources` page in your instance and click "Create a new resource." 10 | 2. Select REST API as the resource type. 11 | 3. Name the resource “Twilio Conversations Chat Token”. 12 | 4. Specify the URL of your `chat_token` function as noted in step six of the Twilio setup. 13 | 5. Specify a header with a key of `identity` and a value of `{{current_user.email}}`. This is used to pass the email address of the Retool user to Twilio for use in the token identity. 14 | 6. Save your changes. 15 | 16 | ## 2. Create a Twilio API Resource to manage Conversations and Participants 17 | 18 | Your Retool app will need to delete previously created Conversations in order to start new Conversations with the same SMS number, as well as add new participants to the Conversation. To set this up: 19 | 20 | 1. Navigate to the `/resources` page in your instance and click "Create a new resource". 21 | 2. Select Twilio as the resource type. 22 | 3. Name the resource "Twilio Conversations API". 23 | 4. Specify your Twilio API Key SID as the value of `Account SID` and your Twilio API Key Secret as the value of `Auth Token`. 24 | - These credentials were created in Step 2 of the [Twilio Setup](twilio-setup.md). 25 | - The current version the Twilio resource doesn't correctly validate API Keys, so the "test connection" button won't work on the Resource configuration screen. 26 | 5. Save your changes. 27 | 28 | ## 3. Download the Retool app code 29 | 30 | Download [twilio-conversations-retool-app.json](/applets/twilio-conversations/code/retool/twilio-conversations-retool-app.json) from this repository. 31 | 32 | ## 4. Import the Retool app code 33 | On the [Retool main page](https://docs.retool.com/docs/protected-applications-getting-started#importing-the-application), click `Create new` and select `Import an app`. Upload the JSON file containing the app code, and name the app. 34 | 35 | You may need to connect the Resource Queries in the Retool app with the Resources you created in the previous steps: 36 | 37 | | Folder | Resource Query | Resource | 38 | | --- | --- | --- | 39 | | gets | getChatToken | Twilio Conversations Chat Token | 40 | | gets | getConversations | Twilio Conversations API | 41 | | writes | addParticipant | Twilio Conversations API | 42 | | writes | deleteConversations | Twilio Conversations API | 43 | 44 | ## 5. Explore the Retool app 45 | 46 | If everything is working as expected, you should now be able to send and receive messages between the Retool app and the phone number you registered! To use the app: 47 | 48 | 1. When first loading the app, you'll be prompted to enter your Twilio Conversations Service SID. This is the Service SID you retrieved in step 3 of the Twilio setup. 49 | 2. Once the app has initialized, fill out the SMS settings: 50 | - Enter the phone number you were assigned in step 0 of the Twilio setup as "Twilio Outbound number". 51 | - Enter the SMS-enabled phone number that you verified in step 1 of the Twilio setup as "Customer number" and click Submit. 52 | 4. Enter some text in the chat box and press "enter" to send! 53 | 54 | ## 6. Learn about how the custom component works 55 | 56 | You can read more about [Retool custom components](https://docs.retool.com/docs/custom-components). You can also view the code used in the Twilio Conversations component in Retool, the contents of which are included in [retool-custom-component.html](/applets/twilio-conversations/code/retool/retool-custom-component.html) for easy reading! 57 | 58 | Also, check out our in-depth [video walkthrough](https://www.youtube.com/watch?v=NL8liiIYN0o) of how this app is put together! 59 | -------------------------------------------------------------------------------- /applets/twilio-conversations/docs/twilio-setup.md: -------------------------------------------------------------------------------- 1 | # Twilio Setup 2 | Before you can get this Retool app working, you'll need to do some pre-work in Twilio. 3 | 4 | ## 0. Sign up for a Twilio account and get a phone number 5 | 6 | If you don't already have a Twilio account, you'll need to get one! The good news is that Twilio makes it easy (and free!) to get started. Just head over to https://www.twilio.com/try-twilio and sign up! 7 | 8 | As you go through the onboarding flow, indicate that you'll be building a messaging app. Once you're logged into Twilio console, you'll be prompted to get a Twilio phone number. Note the phone number you were assigned for later! 9 | 10 | ## 1. Verify your SMS-enabled phone number 11 | [Verify your phone number](https://support.twilio.com/hc/en-us/articles/223180048-Adding-a-Verified-Phone-Number-or-Caller-ID-with-Twilio) to enable outbound SMS to that number. Note that this is only necessary with trial Twilio accounts. 12 | 13 | ## 2. Create an API key/secret pair 14 | 15 | [Create an API key](https://www.twilio.com/docs/iam/keys/api-key-resource) and note the key's `SID` and `Secret` for later. 16 | 17 | ## 3. Create a Twilio Conversations Service 18 | [Create a Conversations Service](https://www.twilio.com/docs/conversations/api/service-resource) and note the `SID` for later. A Conversations Service is a top-level container for other resources in the Twilio Conversations REST API. 19 | 20 | Note: you must create a new Conversations Service for use exclusively with this demo! The demo deletes all Conversations inside of this service during initialization, so using an existing Conversations Service is unsafe! 21 | 22 | ## 4. Create a Twilio Functions Service 23 | A [Twilio Service](https://www.twilio.com/docs/runtime/functions/create-service) is a container for the server-less functions which make it possible for your Retool app to get a chat access token. 24 | 25 | ## 5. Set Twilio Service environment variables 26 | 27 | In your new Twilio Service, set the following environment variables: 28 | 29 | | Key | Value | 30 | | ---- | ---- | 31 | | `CONVERSATIONS_SID` | The `Conversations SID` you noted in step three | 32 | | `API_KEY_SID` | The `SID` you noted in step one | 33 | | `API_KEY_SECRET` | The `Secret` you noted in step one | 34 | 35 | ## 6. Configure Twilio Service dependencies 36 | 37 | The server-less functions running in Twilio need access to a few software libraries to function properly. Import the following NPM modules: 38 | 39 | | Module | Version | 40 | | --- | --- | 41 | | `lodash` | `4.17.11` | 42 | | `@twilio/runtime-handler` | `1.2.1` | 43 | | `twilio` | `3.29.2` | 44 | | `xmldom` | `0.1.27` | 45 | | `util` | `0.11.0` | 46 | 47 | ## 7. Create a function to issue chat tokens 48 | 49 | In order for the embedded Twilio Conversations client to authenticate with Twilio's services, it needs a valid access token. To create a function for issuing chat tokens: 50 | 51 | 1. Add a function 52 | 2. Specify a path `chat_token` 53 | 3. Set the function to `Public` 54 | - **Heads up! This means that anyone who can guess the URL of your function can issue valid access tokens. You would need to implement authentication on this endpoint for a production use-case!** 55 | 4. Copy and paste the contents of [chat_token.js](/applets/twilio-conversations/code/twilio-functions/chat_token.js) into the function and save 56 | 5. Copy the URL for this function for later use 57 | 58 | ## 8. Deploy your Twilio Service! 59 | 60 | This finalizes all of the changes you've made. 61 | 62 | ## Next steps 63 | Next, set up the Retool app to make calls using your Twilio service! 64 | 65 | [Retool Setup](./retool-setup.md) 66 | -------------------------------------------------------------------------------- /applets/twilio-conversations/images/twilio-converations.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/tryretool/retool-app-exchange/ea48efde500e831b0435a0e7ae1e28d1e5021e83/applets/twilio-conversations/images/twilio-converations.png -------------------------------------------------------------------------------- /applets/twilio-dialer/README.md: -------------------------------------------------------------------------------- 1 | # Twilio Dialer 2 | 3 | ## Overview 4 | This applet demonstrates how to embed a Twilio dialer in a Retool app. The app is set up with a hardcoded table of "leads" to simulate a simple call center app. You can edit the contents of the leads table directly, or simply type your phone number in the field to try calling yourself. 5 | 6 | This serves as an example of how to use Retool [custom components](https://docs.retool.com/docs/custom-components) to add advanced functionality to your apps. You'd need to extensively modify the parts outside of the custom component to use it for anything real! 7 | 8 | If you'd just like a guided tour of how the applet works, check out our [video walkthrough](https://youtu.be/xPSS3kp3XEI). Otherwise, read on to learn how to set it up in your own environment! 9 |
10 | 
11 |
> \\\" + message + \\\"
\\\";\\n logDiv.scrollTop = logDiv.scrollHeight;\\n }\\n\\n});\\n\",\"preloadedAppJSLinks\",[],\"testEntities\",[],\"tests\",[],\"appStyles\",\"\",\"responsiveLayoutDisabled\",false,\"loadingIndicatorsDisabled\",false,\"urlFragmentDefinitions\",[\"^:\",[]],\"pageLoadValueOverrides\",[\"^:\",[]],\"customDocumentTitle\",\"\",\"customDocumentTitleEnabled\",false,\"customShortcuts\",[],\"isGlobalWidget\",false,\"isMobileApp\",false,\"multiScreenMobileApp\",false,\"folders\",[\"^:\",[]],\"queryStatusVisibility\",true,\"markdownLinkBehavior\",\"auto\",\"inAppRetoolPillAppearance\",\"NO_OVERRIDE\",\"rootScreen\",null,\"instrumentationEnabled\",false,\"experimentalPerfFeatures\",[\"^ \",\"batchCommitModelEnabled\",false,\"skipDepCycleCheckingEnabled\",false,\"serverDepGraphEnabled\",false,\"useRuntimeV2\",false],\"experimentalDataTabEnabled\",false]]]"},"changesRecord":[{"type":"WIDGET_REPOSITION2","payload":{"moves":[{"move":{"col":0,"row":-1,"width":0,"height":0},"moveType":"keyboard","widgetIds":["phoneNumberEntry","callButton","twilioDevice"]}],"largeScreen":true},"hideChangelogEntry":false},{"type":"WIDGET_REPOSITION2","payload":{"moves":[{"move":{"col":0,"row":-1,"width":0,"height":0},"moveType":"keyboard","widgetIds":["phoneNumberEntry","callButton","twilioDevice"]}],"largeScreen":true},"hideChangelogEntry":false},{"type":"WIDGET_REPOSITION2","payload":{"moves":[{"move":{"col":0,"row":-1,"width":0,"height":0},"moveType":"keyboard","widgetIds":["phoneNumberEntry","callButton","twilioDevice"]}],"largeScreen":true},"hideChangelogEntry":false},{"type":"WIDGET_REPOSITION2","payload":{"moves":[{"move":{"col":0,"row":-1,"width":0,"height":0},"moveType":"keyboard","widgetIds":["phoneNumberEntry","callButton","twilioDevice"]}],"largeScreen":true},"hideChangelogEntry":false},{"type":"WIDGET_REPOSITION2","payload":{"moves":[{"move":{"col":0,"row":-1,"width":0,"height":0},"moveType":"keyboard","widgetIds":["phoneNumberEntry","callButton","twilioDevice"]},{"move":{"row":-3,"height":0},"widgetIds":["phoneNumberEntry"]},{"move":{"row":-3,"height":0},"widgetIds":["callButton"]},{"move":{"row":-3,"height":0},"widgetIds":["twilioDevice"]}],"largeScreen":true},"hideChangelogEntry":false}],"gitSha":"49c209d35dd6f6405450a4162a84caddf1b6afd0","checksum":null,"createdAt":"2022-10-19T16:28:30.813Z","updatedAt":"2022-10-19T16:31:43.679Z","pageId":343,"userId":57,"branchId":"c930888a-bbea-48c4-a2e1-536965147038"},"modules":{}} -------------------------------------------------------------------------------- /applets/twilio-dialer/code/twilio-functions/twiml-app.js: -------------------------------------------------------------------------------- 1 | /** 2 | * Checks if the given value is valid as phone number 3 | * @param {Number|String} number 4 | * @return {Boolean} 5 | */ 6 | function isAValidPhoneNumber(number) { 7 | return /^[\d\+\-\(\) ]+$/.test(number); 8 | } 9 | 10 | exports.handler = function (context, event, callback) { 11 | const twiml = new Twilio.twiml.VoiceResponse(); 12 | 13 | if (event.To) { 14 | /* 15 | * Wrap the phone number or client name in the appropriate TwiML verb 16 | * if is a valid phone number 17 | */ 18 | const attr = isAValidPhoneNumber(event.To) ? 'number' : 'client'; 19 | 20 | const dial = twiml.dial({ 21 | answerOnBridge: true, 22 | callerId: process.env.CALLER_ID, 23 | }); 24 | dial[attr]({}, event.To); 25 | } else { 26 | twiml.say('Thanks for calling!'); 27 | } 28 | 29 | callback(null, twiml); 30 | }; 31 | -------------------------------------------------------------------------------- /applets/twilio-dialer/code/twilio-functions/voice-token.js: -------------------------------------------------------------------------------- 1 | exports.handler = function (context, event, callback) { 2 | 3 | const IDENTITY = event.request.headers.identity; 4 | 5 | const { ACCOUNT_SID } = context; 6 | 7 | // set these values in your .env file 8 | const { TWIML_APPLICATION_SID, API_KEY_SID, API_KEY_SECRET } = context; 9 | 10 | const { AccessToken } = Twilio.jwt; 11 | const { VoiceGrant } = AccessToken; 12 | 13 | const accessToken = new AccessToken(ACCOUNT_SID, API_KEY_SID, API_KEY_SECRET); 14 | accessToken.identity = IDENTITY; 15 | const grant = new VoiceGrant({ 16 | outgoingApplicationSid: TWIML_APPLICATION_SID, 17 | incomingAllow: true, 18 | }); 19 | accessToken.addGrant(grant); 20 | 21 | const response = new Twilio.Response(); 22 | 23 | response.appendHeader('Content-Type', 'application/json'); 24 | response.setBody({ 25 | identity: IDENTITY, 26 | token: accessToken.toJwt(), 27 | }); 28 | callback(null, response); 29 | }; 30 | -------------------------------------------------------------------------------- /applets/twilio-dialer/docs/retool-setup.md: -------------------------------------------------------------------------------- 1 | # Retool Setup 2 | 3 | Make sure you've completed the steps described in the [Twilio Setup](./twilio-setup.md) documentation before proceeding! 4 | 5 | ## 1. Create a Retool REST API Resource to retrieve voice tokens 6 | 7 | In order for your Retool app to authenticate with Twilio, you'll need to get a valid voice token. To set this up: 8 | 9 | 1. Navigate to the `/resources` page in your instance and click "Create a new resource." 10 | 2. Select REST API as the resource type. 11 | 3. Name the resource “Twilio Voice Token.” 12 | 4. Specify the URL of your `voice-token` function as noted in step six of the Twilio setup. 13 | 5. Specify a header with a key of `identity` and a value of `{{current_user.email}}`. This is used to pass the email address of the Retool user to Twilio for use in the token identity. 14 | 6. Save your changes. 15 | 16 | ## 2. Download the Retool app code 17 | 18 | Download [twilio-dialer-retool-app.json](/applets/twilio-dialer/code/retool/twilio-dialer-retool-app.json) from this repository. 19 | 20 | ## 3. Import the Retool app code 21 | On the [Retool main page](https://docs.retool.com/docs/protected-applications-getting-started#importing-the-application), click `Create new` and select `Import an app`. Upload the JSON file containing the app code, and name the app. 22 | 23 | You may need to connect the `getVoiceToken` Resource Query to the REST API Resource you created previously. 24 | 25 | ## 4. Explore the Retool app 26 | 27 | If everything is working as expected, you should now be able to place outbound calls from the Retool app! The app is set up with a hardcoded table of "leads" to simulate a simple call center app. You can edit the contents of the leads table directly, or simply type your phone number in the field to try calling yourself. 28 | 29 | ## 5. Learn about how the custom component works 30 | 31 | You can read more about [Retool custom components](https://docs.retool.com/docs/custom-components). You can also view the code used in the Twilio Dialer component in Retool, the contents of which are included in [retool-custom-component.html](/applets/twilio-dialer/code/retool/retool-custom-component.html) for easy reading! 32 | 33 | Also, take 18 minutes to check out our [video walkthrough](https://youtu.be/xPSS3kp3XEI) of how this app is put together! -------------------------------------------------------------------------------- /applets/twilio-dialer/docs/twilio-setup.md: -------------------------------------------------------------------------------- 1 | # Twilio Setup 2 | Before you can get this Retool app working, you'll need to do some pre-work in Twilio. 3 | 4 | ## 0. Sign up for a Twilio account and get a phone number 5 | 6 | If you don't already have a Twilio account, you'll need to get one! The good news is that Twilio makes it easy (and free!) to get started. Just head over to https://www.twilio.com/try-twilio and sign up! 7 | 8 | As you go through the onboarding flow, indicate that you'll be building a voice app. Once you're logged into Twilio console, you'll be prompted to get a Twilio phone number. Note the phone number you were assigned for later! 9 | 10 | ## 1. Create a TwiML App 11 | 12 | A [TwiML Application](https://www.twilio.com/docs/usage/api/applications) tells Twilio how to handle the calls you'll make from your Retool app. Specify a name for your TwiML app and note the `TwiML App SID` for later. Leave all other settings blank, we'll fill them in later on! 13 | 14 | ## 2. Create an API key/secret pair 15 | 16 | [Create an API key](https://www.twilio.com/docs/iam/keys/api-key-resource) and note the key's `SID` and `Secret` for later. 17 | 18 | ## 3. Create a Twilio Service 19 | 20 | A [Twilio Service](https://www.twilio.com/docs/runtime/functions/create-service) is a container for the server-less functions which make it possible for your Retool app to get a voice access token, and for outbound calls to be routed correctly. 21 | 22 | ## 4. Set Twilio Service environment variables 23 | 24 | In your new Twilio Service, set the following environment variables: 25 | 26 | | Key | Value | 27 | | ---- | ---- | 28 | | `TWIML_APPLICATION_SID` | The `TwiML App SID` you noted in step one | 29 | | `API_KEY_SID` | The `API Key SID` you noted in step two | 30 | | `API_KEY_SECRET` | The `API Key Secret` you noted in step two | 31 | | `CALLER_ID` | The phone number you noted in step zero. Make sure to include a `+` and the country code at the beginning! | 32 | 33 | ## 5. Configure Twilio Service dependencies 34 | 35 | The server-less functions running in Twilio need access to a few software libraries to function properly. Import the following NPM modules: 36 | 37 | | Module | Version | 38 | | --- | --- | 39 | | `lodash` | `4.17.11` | 40 | | `@twilio/runtime-handler` | `1.2.3` | 41 | | `twilio` | `^3.77.3` | 42 | | `xmldom` | `0.1.27` | 43 | | `util` | `0.11.0` | 44 | 45 | ## 6. Create a function to issue voice tokens 46 | 47 | In order for the embedded Twilio dialer to authenticate with Twilio's services, it needs a valid access token. To create a function for issuing voice tokens: 48 | 49 | 1. Add a function 50 | 2. Specify a path `voice-token` 51 | 3. Set the function to `Public`. 52 | - **Heads up! This means that anyone who can guess the URL of your function can issue valid access tokens. You would need to implement authentication on this endpoint for a production use-case!** 53 | 4. Copy and paste the contents of [voice-token.js](/applets/twilio-dialer/code/twilio-functions/voice-token.js) into the function and save 54 | 5. Copy the URL for this function for later use 55 | 56 | ## 7. Create a function to route outbound calls 57 | 58 | In order for Twilio to know what to do when it receives a call from your app, you need a call routing app. To create a call routing function: 59 | 60 | 1. Add a function 61 | 2. Specify a path `twiml-app` 62 | 3. Set the function to `Protected` 63 | 4. Copy and paste the contents of [twiml-app.js](/applets/twilio-dialer/code/twilio-functions/twiml-app.js) into the function and save 64 | 5. Copy the URL for this function for later use 65 | 66 | ## 8. Deploy your Twilio Service! 67 | 68 | This finalizes all of the changes you've made. 69 | 70 | ## 9. Finish configuring your TwiML app 71 | 72 | Remember that empty TwiML app we created in step one? Edit the app settings and provide the URL for your `twiml-app` function as the value of the **Voice Configuration Request URL**. Specify a **Request Method** of `HTTP POST` and save your changes. 73 | 74 | This step connects inbound requests from your Retool app to the call routing function. 75 | 76 | ## Next steps 77 | Next, set up the Retool app to make calls using your Twilio service! 78 | 79 | [Retool Setup](./retool-setup.md) -------------------------------------------------------------------------------- /applets/twilio-dialer/images/twilio-dialer.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/tryretool/retool-app-exchange/ea48efde500e831b0435a0e7ae1e28d1e5021e83/applets/twilio-dialer/images/twilio-dialer.png -------------------------------------------------------------------------------- /embed-url-generator/README.md: -------------------------------------------------------------------------------- 1 | # Embed URL Generator / Embedded App Tester 2 | 3 | If you are using [Retool Embed](https://docs.retool.com/docs/retool-embed), we've created a Retool application that lets you preview how your embedded Retool app will look and behave within your parent application. 4 | 5 | **Note**: We recommend using this application in *Incognito Mode* in your browser, to prevent conflicts between the sample embedded user and your original Retool login. We also recommend reading the docs linked above before using, especially the parts about passing in [metadata.](https://docs.retool.com/docs/embed-retool-apps#control-access-and-app-behavior-with-metadata) 6 | 7 |
8 |
9 | ## Setup
10 | The instructions below are outlined within the Retool application. You can import the app and continue in Retool, or follow along below. Once set up, skip to Step 6 to begin using the application.
11 |
12 | ### 0. Make sure you have the proper flags enabled
13 |
14 | This is only for customers who have [Retool Embed](https://retool.com/products/embed) enabled. If you don't have it, but are interested in learning more, use [this link](https://retool.com/products/embed) to book a demo with our team.
15 |
16 | ### 1. Set up API with Embed Scope
17 |
18 | You'll need to create a Retool API token with the `Embed ` Scope. You can access this page by going to your `settings`. Note that you must be an Admin on your instance to set this up. See screenshot below and link to our documentation [here](https://docs.retool.com/docs/embed-retool-apps#1-generate-an-access-token). Save the token to use in the next step.
19 |
20 | 
21 |
22 | ## 2. Connect the Retool API as a Resource
23 |
24 | 1. Navigate to the `/resources` page in your instance and click "Create a new resource"
25 | 2. Select REST API as the resource type
26 | 3. Name the resource “Embed URL Generator”
27 | 4. Insert per the below screenshot, updating `
30 |
31 | Save the resource, and it should be available for use by your apps.
32 |
33 | ### 3a. Download app code
34 | Download the app code from the `/code` directory in this repository.
35 |
36 | To do this, clone this Github repo: `git clone https://github.com/tryretool/retool-app-exchange.git`
37 |
38 | (Alternatively, you can manually download `embed_url_generator.json` from the [`code/`](../code) directory.)
39 |
40 | ### 3b. Import the app code
41 | On the [Retool main page](https://docs.retool.com/docs/protected-applications-getting-started#importing-the-application), click `Create new` and select `Import an app`. Upload the JSON file containing the app code, and name the app.
42 |
43 | ### 3c. Rewire the Resource for the postEmbedURL query
44 | Within the app, update the `postEmbedURL` query to point at the resource you created in Step 2. See screenshot below:
45 |
46 | 
47 |
48 | ### 4. Get App UUID
49 | Now the Embed URL generator application is set up. To test out embedding an app, we need to find another application within your instance you'd like to use. Navigate to that other application and grab the UUID by either copying it from your app URL or by using the [command palette](https://docs.retool.com/docs/command-palette). See screenshot below for the command palette:
50 |
51 | 
52 |
53 | ### 5. Get Group ID
54 | Now that we have an app to embed, we need to pass in a Retool permission group to the API call. You can either use an existing group or create a new group. To learn more about permission groups and how they work with embedded apps, see our docs [here](https://docs.retool.com/docs/embed-retool-apps#2-create-permission-groups-for-your-users).
55 |
56 | 
57 |
58 | ### 6. Use the app!
59 | Now we are ready to test out embedded apps! You can use the form on the left of the app under `Submit Request Form` to input different parameters, the JSON on the right under `Submit Request Body` is a preview of what is getting passed to the API in the body, and below the form you can toggle "Preview in Iframe" on to show the app in an iframe below the page, or keep it off to provide the generated embed URL as a link.
60 |
61 | **Note**: Once you have gone through these steps, toggle in the `Setup Complete` tab in the top right of your applciation to navigate to that testing step automatically in the future.
62 |
63 |
64 | ## How to contribute
65 | Please open a Github Issue on this repo, and let us know about your interest in contributing! We encourage you to reach out before you get started building to get early feedback.
66 |
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1 | # Incident Central - An incident response hub for engineering teams
2 |
3 |
4 | 
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37 |  |
38 |
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1 | # Incident Central - Setup guide
2 |
3 | This guide helps you set up Incident Central inside your Retool instance. (If you're wondering "What's Incident Central?", see [the main README](../README.md).)
4 |
5 | ## Overview
6 | As an overview, we'll go through the following steps:
7 |
8 | * Set up backend dependencies. (Steps 1-3)
9 | - Configuring your Slack and PagerDuty instances.
10 | - Creating a relational database, if you don't have one already.
11 | * Set up these backends as Resources in Retool. (Step 4)
12 | * Download and configure the Retool app files in Retool. (Step 5)
13 |
14 | ## Important assumptions
15 | Incident Central works off the following assumptions about your setup:
16 | * The email address of people in your PagerDuty account matches their email address within your Slack account.
17 |
18 | ## Step 1 - Set up PagerDuty
19 | [Step-by-step: Set up PagerDuty](./set-up-pagerduty.md)
20 |
21 | ## Step 2 - Set up Slack
22 | [Step-by-step: Set up Slack](./set-up-slack.md)
23 |
24 | ## Step 3 - Set up a relational database for incident data
25 | [Step-by-step: Set up a database](./set-up-database.md)
26 |
27 | ## Step 4 - Set up these backends as Resources in Retool
28 | [Step-by-step: Set up Retool Resources](./set-up-retool-resources.md)
29 |
30 | ## Step 5 - Set up the Retool app files
31 | [Step-by-step: Set up Retool Apps](./set-up-retool-apps.md)
32 |
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/incident-central/setup-guides/set-up-database.md:
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1 | # Incident Central Setup - Step 3: Database
2 |
3 | ## What's this database for?
4 | Incident Central will write each new triggered incident to a database table. This table will be the one place where you keep track of all the different metadata associated with each incident. For example, each incident has a name, a start time, a PagerDuty profile, a Slack channel, and so on.
5 |
6 | In the future, you may choose to add some other information (e.g. a Google doc, or a Jira ticket) to each incident, in which case you can add additional columns to this database table, and modify Incident Central to write this additional information.
7 |
8 | ## Output
9 | The goal of this section is to create:
10 | * A database, if you don't already have one
11 | * A database table called `incidents` with the schema that Incident Central expects
12 |
13 | ## Step 3.1 - Create a database instance
14 | If you already have a database that you want to use for Incident Central, you are all set. (The example code we provide will specifically be suited for PostgreSQL, but you can adapt it to whatever database you are using, including a non-relational database if you want.)
15 |
16 | Otherwise, you can spin up a PostgreSQL database on a variety of platforms. [Heroku's managed PostgreSQL offering](https://www.heroku.com/postgres) is one example, and it has a free tier.
17 |
18 | ## Step 3.2 - Create a database table called `incidents` and define its schema
19 | Run the following command on your database:
20 | ```
21 | CREATE OR REPLACE FUNCTION trigger_set_timestamp()
22 | RETURNS TRIGGER AS $$
23 | BEGIN
24 | NEW.updated_at = NOW();
25 | RETURN NEW;
26 | END;
27 | $$ LANGUAGE plpgsql;
28 | ```
29 |
30 | Then run:
31 | ```
32 | CREATE TABLE IF NOT EXISTS incidents (
33 | id TEXT PRIMARY KEY,
34 | created_at TIMESTAMP NOT NULL DEFAULT NOW(),
35 | updated_at TIMESTAMP NOT NULL DEFAULT NOW(),
36 |
37 | pagerduty_id TEXT,
38 | pagerduty_url TEXT,
39 |
40 | slack_channel_id TEXT,
41 | slack_channel_name TEXT,
42 | slack_channel_url TEXT,
43 |
44 | reporter_email TEXT,
45 | incident_commander_email TEXT
46 | );
47 |
48 | CREATE TRIGGER set_updated_at_on_incidents
49 | BEFORE UPDATE ON incidents
50 | FOR EACH ROW
51 | EXECUTE PROCEDURE trigger_set_timestamp();
52 | ```
53 | ### Optional way to run these commands
54 | An easy way to run these commands on your database is to connect your database to Retool first, and then run the command through Retool.
55 |
56 | If you would like to do this:
57 | * First, go through Step 4: Retool Resources to get this database connected to Retool (as the "Incident Database" resource).
58 | * Upload the `Database-Setup` Retool app provided in [the `code/extras` subdirectory](../code/extras/) into your Retool instance. To do this, download the code, and go to the homepage of Retool and click "Create new" → "Import an app".
59 | * Open the `Database-Setup` app in **_Edit_** mode, and manually click to run the two Queries (shown in the bottom panel of the Editor view) in the app.
60 |
61 | ## Summary
62 | You now have a database with an `incidents` table that Incident Central can write to.
63 |
64 | ## Next step
65 | [Step-by-step: Set up Retool Resources](./set-up-retool-resources.md)
66 |
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/incident-central/setup-guides/set-up-pagerduty.md:
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1 | # Incident Central Setup - Step 1: PagerDuty
2 |
3 | ## What's PagerDuty?
4 | PagerDuty is the tool that Incident Central will use to trigger incidents for your services. PagerDuty will handle alerting the oncall staff you have configured within it.
5 |
6 | Note, you can define "services" however you like—this is just the terminology in PagerDuty for a thing that an oncall supports.
7 |
8 | ## Output
9 | The goal of this section is to create:
10 | * A PagerDuty account, if you don't have one already. (A free trial works.)
11 | * A PagerDuty API key.
12 | * Inside PagerDuty, you should configure at least 1 service, and configure its "escalation policy" to alert the people who are oncall for that service.
13 |
14 | ## Step 1.1 - PagerDuty account
15 | Head on over to [pagerduty.com](https://pagerduty.com/) and sign up, or sign in.
16 |
17 | ## Step 1.2 - PagerDuty API key
18 | Follow the instructions in the [PagerDuty API Access Keys docs](https://support.pagerduty.com/docs/api-access-keys) to create a "General Access REST API key."
19 |
20 | Note: We want this key to have "write" access so that we can create incidents. So, do not make the key "read-only".
21 |
22 | ## Step 1.3 - Invite oncalls to PagerDuty
23 | If you already have existing oncall people/rotations in PagerDuty, you are all set.
24 |
25 | If this is your first time setting up PagerDuty, you'll want to invite the people you want to be oncall. To do this, follow the instructions in [PagerDuty's Manage Users docs](https://support.pagerduty.com/docs/users), under "Add a User". (You may also consider grouping people onto [Teams](https://support.pagerduty.com/docs/teams).)
26 |
27 | ### Important assumption
28 | Incident Central works off the following assumptions about your setup:
29 | * The email address of people in your PagerDuty account matches their email address within your Slack account.
30 |
31 | ## Step 1.4 - PagerDuty service with escalation policy
32 | If you already have existing services and escalation policies defined in PagerDuty, you are all set.
33 |
34 | If you don't, follow the instructions in the [PagerDuty Services and Integrations docs](https://support.pagerduty.com/docs/services-and-integrations) under "Create a Service". This will take you through creating a service along with its "escalation policy." The escalation policy is the set of rules that defines who to notify, in what order, when the service has an incident.
35 |
36 | If you are feeling fun, create at least 2 services! This will be more realistic.
37 |
38 | Note: It's possible to define an oncall schedules—a rotation that consists of multiple people—in PagerDuty as well. You can then define an escalation policy that triggers a specific oncall schedule. To find out how to set up an oncall schedule, see [PagerDuty's Schedule Basics docs](https://support.pagerduty.com/docs/schedule-basics).
39 |
40 | ## Summary
41 | You now have the following items that you can plug into a later step:
42 | * PagerDuty API key
43 |
44 | You also have a "service" within PagerDuty that you want to be able to trigger an incident on, and this service has an "escalation policy" that defines who will get notified when an incident starts.
45 |
46 | ## Next step
47 | [Step-by-step: Set up Slack](./set-up-slack.md)
48 |
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/incident-central/setup-guides/set-up-retool-apps.md:
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1 | # Incident Central Setup - Step 5: Apps in Retool
2 |
3 | ## What's an App in Retool?
4 | As the name suggests, an App is a single "view" (or "page") that you can build in Retool. An App is built from a combination of Components to construct the UI, and Queries that define calls to your Resources. Queries can do reads or writes.
5 |
6 | ## Why Incident Central is 3 Retool Apps
7 |
8 | To the end-user, Incident Central looks like a single, unified website. However, under the hood, it is 3 distinct Retool Apps.
9 |
10 | This is because Incident Central consists of three distinct "views", and I have chosen to make these views independent of each other, so that it's easy for anyone (including me!) to mix and match them and refactor them. Decoupling unrelated pieces of functionality is in general a good practice in programming.
11 |
12 | The three distinct Retool Apps are: a home page, an incident details view, and a Report Incident view.
13 |
14 | These three Apps are united by one common Navigation bar (implemented as a reusable [Module](https://docs.retool.com/docs/modules)) that sits in the header. This Navigation bar lets the end-user experience Incident Central as a single, unified website.
15 |
16 | ## Output
17 | The goal of this section is:
18 | * To get Incident Central into your Retool instance. 🚀
19 |
20 |
21 | ## Step 5.1 - Download the app "code"
22 | In this step, you will obtain the code files in the `/code` directory in this Github repo.
23 |
24 | To do this, clone this Github repo:
25 | `git clone https://github.com/tryretool/retool-app-exchange.git`
26 |
27 | (Alternatively, you can manually click-to-download each file in the [`code/`](../code) directory.)
28 |
29 | You will have the following files:
30 |
31 | ```
32 | - Incident-Navbar.json
33 | - Incident-Central-Home.json
34 | - Incident-Central-Details.json
35 | - Report-Incident.json
36 | ```
37 |
38 | ## Step 5.2 - Import the app "code"
39 | First, let's create a folder to put all of this code into, to keep things organized.
40 | 1. On your Retool home page, click "Create new" → "Create a new folder". Give this folder a name you like, e.g. "Incident-Central".
41 |
42 | Now, let's import the Navigation bar Module.
43 | 2. Click "Create new" → "Import an app". Upload the `Incident-Navbar.json` file, and select the folder you just created ("Incident-Central") as the destination.
44 |
45 | Now, let's import each app.
46 | 3. For each of the three app files (`Incident-Central-Home.json`, `Incident-Central-Details.json`, `Report-Incident.json`), do these steps:
47 | * Click "Create new" → "Import an app".
48 | * Upload the file, and select the folder you just created ("Incident-Central") as the destination.
49 |
50 |
51 | ## Step 5.3 - Adjust links in the navigation bar
52 | Finally, let's hook up the links to our apps in the `Incident-Navbar`.
53 | 4. Go to the "Incident-Central" folder. Click the "Edit" button to the right of the `Incident-Navbar` Module to open the editor view.
54 | 5. Within the UI editor canvas, click on the 'navigation' component on the screen. You should see the details of this component appear in the right-hand sidebar.
55 | 6. Look in the right-hand sidebar for the "Menu items" detail, with "Home" and "Incident Details" listed. Click on each of these menu items, and adjust its "App to Open" to be the appropriate app.
56 | 
57 |
58 | 7. Now, within the UI editor canvas, click on the "Report Incident" button component.
59 | 8. Look in the right-hand sidebar for the "Event handlers" detail. Click on the one event handler, and adjust the "App" that will be opened.
60 | 
61 |
62 | ## Step 5.4 - Fill in your Slack Team ID
63 | There is one place in Incident Central where we use your Slack Team ID as a hardcoded value. This is the simplest way to get this value (which in most cases stays the same).
64 |
65 | 9. Open the "Report-Incident" app in Editor mode.
66 | 10. Click the "..." button in the upper right. Select "Scripts and styles" from the dropdown.
67 | 11. A modal will open. Select the "JavaScript" tab.
68 | 12. At the top of the code here, you'll see a place to fill in your Slack Team ID as a constant.
69 | 
70 | 13. Click "Save".
71 |
72 | ## Step 5.5 - Test it out
73 | In this section, we're going to test out the functionality in your new apps. Ideally, put yourself oncall for whichever service you want to send a test "incident" to in PagerDuty, so that you don't surprise someone else! (Or else, give the person who's oncall a heads-up that you are testing.)
74 |
75 | Navigate to your "Incident-Central" folder, and click on the "Report-Incident" app. Choose a service to create a "test" incident for, and fill out the form. This should:
76 | - Page the person who is oncall via PagerDuty.
77 | - Create a Slack channel and add you and the oncall person to it.
78 |
79 | Now, click on the "Home" menu item in the navbar to open the Incident Central "Home" page. You should see the new incident listed.
80 |
81 | Now, click on "View details" for this incident. You should see the details view load for this incident.
82 |
83 |
84 | ## Summary
85 |
86 | You should now have Incident Central within your Retool instance! 🥳
87 |
88 | **Next steps:** You can choose to extend or adjust this app in any way. (For example, maybe you'd like Report Incident to also create a Jira ticket.)
89 |
90 | Please consider contributing back to this Github repo if you make something you think other people would like to use! Get in touch by opening a Github Issue if you have an idea you want to run by us.
91 |
92 | **Questions, comments, feedback?** Please open a Github Issue and let us know!
93 |
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1 | # Incident Central Setup - Step 4: Resources in Retool
2 |
3 | ## What's a Resource in Retool?
4 | A Resource is a core concept in Retool. A Resource is a config that defines a backend data source that your Retool apps can talk to. Retool supports a variety of different kinds of backends, from databases to REST API calls, to special integrations like Stripe.
5 |
6 | You can define a Resource once, then use it again and again in your Retool apps.
7 |
8 | Read more about Resources in [the Retool docs](https://docs.retool.com/docs/integrations-overview).
9 |
10 | ## Output
11 | The goal of this section is to create:
12 | * A Resource called `PagerDuty API for Incident Central`. This will be a reusable way to call the PagerDuty API that you set up in Step 1.
13 | * A Resource called `Slack API for Incident Central`. This will be a reusable way to call the Slack API that you set up in Step 2.
14 | * A Resource called `Incident Database`. This will be a reusable way to query the database that you set up in Step 3.
15 |
16 | Note: The names here are important! The app code we provide expects the Resources to have these names. (You can choose to rename them, after you've finished setting everything up.)
17 |
18 | ## Step 4.1 - Create the "PagerDuty API for Incident Central" Resource
19 | 1. On the Resources page (`/resources`) in Retool, click "Create New" in the upper right.
20 | 2. Select the "REST API" resource type.
21 | 3. Fill out the resource information as follows:
22 |
23 | ```
24 | Name: PagerDuty API for Incident Central
25 | Base URL: https://api.pagerduty.com
26 | ```
27 |
28 | ```
29 | = Headers =
30 | Accept: application/vnd.pagerduty+json;version=2
31 | Authorization: Token token=
37 |
38 |
39 | ## Step 4.2 - Create the "Slack API for Incident Central" Resource
40 | 1. On the Resources page (`/resources`) in Retool, click "Create New" in the upper right.
41 | 2. Select the "REST API" resource type.
42 | 3. Fill out the resource information as follows:
43 |
44 | ```
45 | Name: Slack API for Incident Central
46 | Base URL: https://slack.com/api
47 | ```
48 |
49 | ```
50 | = Headers =
51 | Content-Type: application/json; charset=utf-8
52 | Authorization: Bearer 
57 |
58 |
59 | ## Step 4.3 - Create the "Incident Database" Resource
60 | 1. On the Resources page (`/resources`) in Retool, click "Create New" in the upper right.
61 | 2. Select the "Postgres" resource type. (Or, if you've used a different type of database, select the appropriate type.)
62 | 3. Fill out the resource information as follows. (For more info, see [our docs on Postgres integration](https://docs.retool.com/docs/postgresql-integration).)
63 |
64 | ```
65 | Name: Incident Database
66 |
67 |
4 | 
5 |
|
38 |  |
39 |
 |
42 |  |
43 |
42 |
43 |
44 | ## Summary
45 | You now have a Snowflake resource defined in Retool, named `Snowflake DB - Account Admin`.
46 |
47 | Reminder: The name here is important! The app code we provide expects the Resource to have this name. (You can choose to rename it, after you've finished setting everything up.)
48 |
49 | Now, we are ready to import our app!
50 |
51 | ## Next step
52 | [Step-by-step: Set up Retool App](./set-up-retool-app.md)
53 |
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/snowflake-resource-optimization/setup-guides/set-up-snowflake.md:
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1 | # App Setup - Step 1: Snowflake
2 |
3 | ## What's Snowflake?
4 | Snowflake provides cloud-based data storage and analytics services, and if you're here, you're likely already using it! The Snowflake Resource Optimization: Setup & Configuration app is designed to help you manage your Snowflake resources.
5 |
6 | ## Output
7 | The goal of this section is to:
8 | * Ensure you have a Snowflake user with the ACCOUNTADMIN role
9 |
10 | ## Step 1.1 - Snowflake user
11 | The Snowflake Resource Optimization: Setup & Configuration app requires a Snowflake user with the ACCOUNTADMIN role.
12 |
13 | If you would like to create a new Snowflake user for Retool, please follow Snowflake's instructions on [creating a user](https://docs.snowflake.com/en/user-guide/admin-user-management.html#creating-users). Again, please ensure that this user has the [ACCOUNTADMIN](https://docs.snowflake.com/en/user-guide/security-access-control-considerations.html#using-the-accountadmin-role) role.
14 |
15 | ## Summary
16 | You now have a Snowflake user with the ACCOUNTADMIN role, which you can plug into the next step.
17 |
18 | ## Next step
19 | [Step-by-step: Set up Retool Resource](./set-up-retool-resource.md)
20 |
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/snowflake-uar-reviews/README.md:
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1 | # User Access Reviews by Snowflake
2 |
3 | ## Why you need this
4 | This Retool app makes it easy to perform periodic reviews of employee access rights. Navigate the process of preparing data, reviewing access rights, and remediating within an easy-to-use GUI.
5 |
6 |
7 |
8 | ## What does the User Access Review app do?
9 | Provides an interface to re-evaluate user roles, access privileges, and credentials to mitigate insider threats, prevent insider mistakes, reduce excessive access, and meet compliance requirements such as HIPAA, FedRAMP, SOX, and more. Take actions such as approving or revoking privileges and enter your reasons for doing so. Submit individual changes or update multiple records in bulk.
10 |
11 | This repo includes all code needed to source user roles within your Snowflake instance and generate the table schemas that the application attaches to. Once you load this application, you have the ability to modify the source code as you need to align to your own organization’s processes. This repo:
12 |
13 | * Provides a schema to use on Snowflake
14 | * Provides a manager review application that implements filtering at the manager level
15 | * An admin application to get started with user and role entry
16 | * A review application to audit manager submissions for super-users and compliance teams
17 |
18 | ## Caveats
19 | * If you need row-level security reads and writes, talk to your Retool account team
20 | * The template assumes a simple hierarchy (reviewer to employee), however you can customize this by modifying the schema
21 | * These applications are meant to be configurable to meet your needs
22 | ## Screenshots
23 | Manager Review Portal
24 |
25 | 
26 |
29 | 
30 |
33 | 
34 |
36 | 
37 |
39 | 
40 |
38 |
39 |
40 | ## Summary
41 | You now have a Snowflake resource defined in Retool, named `Snowflake UAR`.
42 |
43 | Reminder: The name here is important! The app code we provide expects the Resource to have this name. (You can choose to rename it, after you've finished setting everything up.)
44 |
45 | Now, we are ready to import our app!
46 |
47 | ## Next step
48 | [Step-by-step: Set up Retool App](./set-up-retool-app.md)
49 |
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1 | # App Setup - Step 1: Snowflake
2 |
3 | ## What's Snowflake?
4 | Snowflake provides cloud-based data storage and analytics services, and if you're here, you're likely already using it! The Snowflake User Access Roles Review app is designed to help you conduct regular UAR reviews defined in your Snowflake resources.
5 |
6 | ## Output
7 | The goal of this section is to:
8 | * Ensure you have a Snowflake user with the ACCOUNTADMIN role
9 | * Ensure you create the necessary tables used in the Create Review Cycle, Manager Review Portal, and Compliance Review Portal Retool applications
10 |
11 | ## Step 1 - Snowflake user
12 | The Snowflake User Access Roles Review app requires a Snowflake user with the ACCOUNTADMIN role.
13 |
14 | If you would like to create a new Snowflake user for Retool, please follow Snowflake's instructions on [creating a user](https://docs.snowflake.com/en/user-guide/admin-user-management.html#creating-users). Again, please ensure that this user has the [ACCOUNTADMIN](https://docs.snowflake.com/en/user-guide/security-access-control-considerations.html#using-the-accountadmin-role) role.
15 |
16 |
17 | ## Step 2 - Create Schema
18 |
19 | Create the 4 tables used across the applications in your database:
20 | - _ACCESS_REVIEWS_
21 | - _EMPLOYEES_
22 | - _SYSTEM_ROLES_
23 | - _REVIEW_CYCLES_
24 |
25 | Please follow Snowflake's instructions on [creating a table](https://docs.snowflake.com/en/sql-reference/sql/create-table.html).
26 |
27 | ### Access_Reviews
28 | ```
29 | create or replace TABLE 
10 |
11 | ## Setup
12 | This app needs read access to [Retool's storage database](https://docs.retool.com/docs/configuring-retools-storage-database). Therefore, it's only suitable for use with self-hosted instances of Retool.
13 |
14 | > :warning: **For a smooth app import experience, we recommend upgrading to Retool v2.116 or later. If you are using [Spaces](https://docs.retool.com/org-users/guides/configure-spaces), you must be on version 3.18 or above.**
15 |
16 | ### 0. Make sure you have access!
17 |
18 | You should have the right approvals and know where to look to find the `POSTGRES_HOST`, `POSTGRES_PORT`, `POSTGRES_DB`, `POSTGRES_USER`, `POSTGRES_PASSWORD` environment variables in your deployment configuration.
19 |
20 | ### 1. Create a read-only database user
21 |
22 | Since you'll need to connect to Retool's storage database, which contains all your apps, users, and settings, we recommend creating a read-only user, with access to the following tables in the Retool storage database:
23 |
24 | - `page_saves`
25 | - `pages`
26 | - `folders`
27 | - `users`
28 | - `audit_trail_events`
29 | - `groups`
30 | - `resources`
31 | - `workflow_save`
32 |
33 | To create a user and set a password, use the following command when running `psql` in your `postgres` container.
34 |
35 | ```CREATE USER