Web forms gallery

frevvo customers have created so many interesting, useful and just cool forms. We thought it’d be great to showcase some of them especially since our partners have asked about them. Check out some of the cool examples in our new Web Forms Gallery.

Let us know if there are any that you particularly like or if there are any features you’d like to see demonstrated there.

Why do you allow role assignment on both the Form and Flow in the first place?

One of our customers asked the question above. Roles are available both in forms (for Sections and Tabs) and in flows (for any activity). What’s the difference and when would you use one vs the other?

Roles in a Form

 

As the image shows, you can select one or more roles in the Security Tab in the Properties panel for a Section or a Tab. When a role is assigned to a Section/Tab, the controls therein are only visible to logged in users who have that role. This allows you to create forms that look different depending on who is using them. For example, I’m sure you’ve come across a paper form with an “Office Use Only” or “To be filled by HR” section. On a Leave Approval form, there’s probably a Section for manager approval. Why show it if you’re not a manager?

Roles in a Flow

In a workflow, roles play a different part. They control who performs a step (activity) in the workflow. In the Leave Approval workflow above, if you are logged in as a user with role ‘Employee’, you will see the first step in the workflow. When you click to continue, frevvo notices that the second step has roles ‘HR’ and ‘Manager’. If you do not belong to one of those roles, the workflow will be forwarded to users in those roles and you will not be able to continue. It’s like an employee filling out a Leave Application either on paper or a Word document and then walking it over or e-mailing the Word doc to the manager.

Combine the two

Take a look at the Leave Approval workflow tutorial. As explained above the steps in the workflow have roles which control who performs the step. But the form used in the workflow also uses the same roles for a different purpose. In the first step (logged in as Employee), I will only see the Employee section. In the second step (logged in as a Manager), I will also see the Manager Approval section even though it’s the same form and the same workflow.

So, put the two together and you have something that’s flexible and powerful enough to provide the functionality you need yet easy to maintain since there’s just one form (used multiple times) and one workflow.

 

EZ web sites with frevvo Live Forms Spaces

It’s always been easy to embed frevvo forms and workflows in your web pages. But some customers, especially SaaS customers don’t have a web site or don’t want to go through the hassle of creating one. Now, with frevvo’s brand new Spaces feature, you can create a professional looking web site in minutes with just a few clicks and add your forms and workflows to it.

See how easy it is: watch this 3 min video.

You can learn more in the documentation or, of course, sign up for a free account to try it out.

Custom JavaScript in forms

We keep getting asked this question: can I create my own custom JavaScript that gets called when something happens in the form e.g. a control value changes or something is clicked.

You can do that in frevvo using a custom theme. It’s definitely unusual to provide custom JavaScript in the theme which is supposed to be for customizing look & feel only. We’ll be moving this out of the theme in an upcoming version.

In any event, you can associate JS handlers for any event associated with any control in the form e.g. a valueChange event. When the value of the control changes your JS function will be called. For details, please see the documentation on this at http://docs.frevvo.com/docs/index.php/V4_Integration#Custom_JavaScript

It’s very important to remember that this JavaScript runs in the client browser and functions defined there cannot be used in rules, which run on the frevvo server.

Square 9 Softworks FreeForm video

Check out this awesome new video from our partner Square 9 Softworks about their FreeForm product. Thanks S9S and we’re looking forward to a long and healthy partnership.

What’s an electronic Leave Approval process worth? The answer may surprise you.

I was just talking to a couple of companies that are looking at using frevvo + Google Apps to create an electronic workflow for Leave Approvals. After the discussion, I decided to try and quantify the value. Assume that:

  • An Employee making $50K saves 5 min by using an e-form.
  • A Manager making $80K saves 5 min in the approval process.
  • A Data Entry clerk making $40K saves 10 min since data is now already electronic.
  • Let’s say there are 20 approvals a month for a 200 person company.
  • The paper process costs you almost $40K per year. The e-workflow costs you just $11.5K. You’ll save more than $28K or 70% every single year.
  • Including initial implementation costs, you’ll recoup your costs in 6-8 months.
That’s just for one workflow. Implement a second one and there’s no extra software cost. You’ll save even more. It’s not always easy to see how expensive those paper-based workflows really are and how easy it is to get real value for your money using frevvo.
Try the ROI calculator for your own organization.

The simple stuff costs money too

Customers are always prioritizing where to put scarce investment capital. Should we invest in that new CRM system or should we create a new online portal or some other project. Most CIOs and IT department personnel are swamped with work and, therefore, tend to focus on the big stuff.

But … there’s a lot of money in the small stuff. We’ve been discovering this at many of our customers. For example, a major US University bought Live Forms for automating their student admissions process. Obviously, it’s a mission-critical thing for Universities – they had better be good at admitting students – and it’s a project slated to take many months.

Within 2 weeks of deploying Live Forms, one of their Departments wanted to create monthly surveys to collect student feedback. Now, normally this would mean either a paper-based survey or a programmer putting together each survey and providing a report of the results. They suddenly realized that they now had a new option. They created an account for the Department managers on the Live Forms server and pointed them to the tutorials. Within days, they were creating their own survey forms and exporting the results to Excel. It took less than five minutes of an expensive developer’s time. Less than a month after deploying Live Forms, they were already getting positive ROI from a simple application that they hadn’t even considered before.

It’s just one example out of many where customers are rapidly finding uses for frevvo and benefiting in days rather than months. Interested? Check out http://www.frevvo.com where you will find short videos demonstrating Live Forms or Contact Us for more details.

Oracle WCI Integration (from Integryst)

After trying the frevvo Live Forms plugin for Confluence in a recent project, the folks at our partner Integryst created this really cool integration with Oracle WCI. If you’re an Oracle WCI customer and want to dump Studio for more powerful and easier forms and workflows, check out their blog article and contact them.

Thanks Integryst! We appreciate it.

Calculate a subtotal (e.g. order form)

I recently helped a customer create a simple Order form that calculates Subtotals for several line items and a Grand Total. The number of line items is variable since the user may order one or more items.

You can try an example form by clicking here.

It’s a common enough use case yet has some complexities that are easily handled by frevvo. First, you have to create a line item which repeats. In frevvo, simply create a Section for your Line Item, and layout the controls (in the example above, there’s a Drop down named Item for the items, a Money control named P for price, a Quantity control named Q for quantity, and a Money control named S for the subtotal) on a single line using panels. If you aren’t familiar with laying out controls, see this blog post. It contains a short video that shows you how.

Then, you have to create some rules. The first one auto-fills the Price based on the Item chosen. It looks like this:

for (var i = 0; i < Item.value.length; i++) {
  if (Item[i].value == '1000')
    P[i].value = 12.95;
  else if (Item[i].value == '1001')
    P[i].value = 13.65;
  // etc. deleted for brevity
  else
    P[i].value = null;
}

The Items all have codes 1000, 1001 etc. and when a particular item is chosen, the corresponding price is filled in by the rule above. In practice, you may get Items and Prices dynamically from a database. There’s a whole Tutorial on just that topic if you’re interested.

Now that we have our Prices, we need to compute a Subtotal when the user enters a Quantity. That rule looks like this:

for (var i = 0; i < S.value.length; i++) {
  if (Q[i].value > 0) {
    S[i].value = Q[i].value * P[i].value;
  } else {
    S[i].value = 0;
}

Finally, we want to compute a Grand Total, which is the sum of all the Subtotals.

var tot = 0;
for (var i = 0; i < S.value.length; i++) {
  tot = tot + S[i].value;
}
T.value = tot;

Finally, we want to recompute the Grand Total if a line item is removed by the user.

if (ORepeat.itemRemoved) {
  var tot = 0;
  for (var i = 0; i < S.value.length; i++) {
    tot = tot + S[i].value;
  }
  T.value = tot;
}

That’s all there is to it. Try the example form and let us know what you think or if you want to see other examples.

Tutorial: working with Digitech ImageSilo/PVE

frevvo Live Forms supports direct connectivity with Digitech Systems’ PaperVision and ImageSilo document management products. The PaperVision Connector allows you to save form or workflow submissions to the document management repository as PDF, TIFF, JPG and GIF format.

If you’d like to try it out, check out this Step-by-Step Tutorial. It walks you through the drop-dead simple process of creating powerful e-forms that work with ImageSilo or PVE. You could have your first form done in as little as 15 min.

If you prefer a really quick introduction, check out the 3 min video from this earlier post.

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