Implementing the Appointment Scheduling Web Pages (Aeon 5.2)

This article contains instructions for installing the Aeon 5.2 appointment scheduling web pages in your Aeon web directory. These web pages and their associated features are not installed by default and must be manually added to your web directory and request forms. 

Implementing Appointment Scheduling Web Pages

Step One: Add New Pages to the Web Directory

1. Download the latest feature-specific Appointment Scheduling web pages.

2. Open the downloaded FeatureSpecificPages\AppointmentScheduling folder and copy the contents (pictured below) into either your Aeon web directory (in GitHub or at the default location: C:\Program Files (x86)\Aeon\Web) or your Testweb directory if you would like to first test the changes:

   

<li class="nav-item">
        <a class="nav-link" href="<#ACTION action='10' form='94'>">
                <span aria-hidden="true" class="fas fa-calendar"></span> Appointments
        </a>
</li>

Step Two: Manually Edit Request Forms (Optional)

If you did not opt to overwrite your request forms with the versions of these files included in the Appointment Scheduling web page download, or if you have additional request forms to update that were not included in the web page package, you will need to edit your request form pages manually to include the new appointment scheduling fields and controls. Make sure to add appointment scheduling features to both the normal request form and its corresponding edit page:

1. 1. Navigate to your Aeon web directory (Either in GitHub, if your pages are hosted there, or in the default location on the Aeon Server: C:\Program Files (x86)\Aeon\Web) or Testweb directory.
   2. Make backup copies of the files you need to edit and save these in another location if you are not using GitHub. GitHub will track and save all changes to your web page files such that creating backup copies is not necessary.
   3. Open the copy of the file for editing in GitHub or in a text editing application such as Notepad++.
   4. Within the file, navigate to where you want to add the appointment scheduling content.
   5. Add the following line, which will add automatically add the fields for RequestLink (RequestFor), Site, Reading Room and Appointment, as well as a Schedule a New Appointment button to activate the web scheduler on the request form:
      

      <#INCLUDE filename="include_appointment_info.html">

      On EADRequest.html, the following line of code should be added instead:
      

      <#INCLUDE filename="include_appointment_info_ead.html">

      Avoiding Duplicate Site Fields

      Adding the line of code above will create a duplicate instance of the Site field on your request forms if you had been previously using this field as an option on those forms. There are two options for removing the duplicate Site field that you may choose from depending on which would work best with your specific web page configuration:

      1. Remove any instances of the Site field from each request form before adding the code for the include_appointment_info.html include file to each form. The Site field will then be added to the form through the include file. 
      2. Remove the Site field from include_appointment_info.html (default lines 16-25) before adding the code for the include_appointment_info.html include file to your request forms. This will allow you to keep your existing instance of the Site field on each form, as it will not be added through the include file. If using this option, please ensure that the existing Site field on your request forms has an id="Site" attribute defined on its select element as shown in the example below:

         <select class="custom-select mr-sm-2" id="Site" name="Site" size="1">

   6. Review the other contents of the file and remove any instances of the RequestLink field. This is necessary to avoid having duplicate inputs of this field that will cause errors, since a new instance of this field will be added to your form through the step above. 

   7. Review the contents of the file and remove any instances of the ScheduledDate field. In the Aeon 5.2 default web pages, this field is removed by removing the link to the include file (<#INCLUDE filename="include_scheduled_date.html">).

      If you have been using Scheduled Date as a required field, you will also need to delete the Scheduled Date entry from the WebValidation table in the Aeon Customization Manager after removing it from your request forms.
   8. Save your changes and close the file.
   9. Repeat steps 4-9 for all files that need to be edited to include the appointment scheduling controls. 
   10. If using Testweb, test your new request forms. When testing is complete, add the new files to your Aeon web directory (In GitHub or at the default location on the Aeon Server: C:\Program Files (x86)\Aeon\Web) and go live.

Step Three: Add Required WebValidation Table Entries

After your request forms are updated to include the appointment scheduling fields, follow the instructions in the documentation to add the ReadingRoomID field to the WebValidation table immediately after going live to ensure that the appointment validation is enforced properly in all places on the Aeon web interface.