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.

How to process form/workflow data

Now that you’ve created your form or workflow, what are the various things you can do when it is submitted? With frevvo, there are many many flexible options. You can simply view your submissions online or send them to your own web server for processing or use the frevvo API to perform detailed post-processing of submission data. We’ve documented this in this new Tutorial on processing form data.

We’ll keep updating this as required but if you want to see all the options available to you, check it out.

Reusable controls with the custom palette

With Live Forms, you can create complex reusable controls including sophisticated layouts, validation patterns, business rules etc. Once these controls have been created, you can publish them within the form designer. Other users can search for and find the published controls and re-use them in their own forms without having to re-create the layout, rules etc.

If you think you can use this, check out this 4.5 min video that shows all:

Form layouts using Panels, Sections, Tabs & Repeats

With Live Forms you can create forms with very sophisticated layouts that are similar to your most complex existing forms. The best part is there’s no programming or CSS or JavaScript involved. Just drag and drop.

  • Using Panels, you can easily create multi-column layouts with controls next to each other.
  • Sections allow you to create collapsible groupings of controls and place logically-related controls together.
  • Tabs are a great way to fit large forms into limited real estate.
  • Repeat controls are extremely powerful and can be used to create repeating individual controls (nick name, phone …) or repeating sections (address, incident …). frevvo will manage min and max occurrences automatically and ensure that invalid forms cannot be submitted.

This short (5 min) video introduces you to using these grouping controls for form layout.

There are many other cool things you can do with frevvo forms but that’s for another article and another video.

Sharepoint Integration

Nothing like persistent and numerous customer requests to validate a market need for a feature.

It is not that we have not seen this before but, at the end of the day, there are several features in the road map fighting for attention and believe me, the road map is huge! In any case, we are finally committed to provide an easy integration between frevvo and Sharepoint.

Current frevvo customers and prospects are already using or testing frevvo integrated with other back end systems (databases for instance) and would love to bring their Sharepoint instances into the picture. We already provide an Active Directory (LDAP) connector which handles authentication and Single Sign-on and combining that with Sharepoint seems like a great win for users. A sophisticated forms solution that leverages the existing Sharepoint infrastructure and does not dry up the budget is, we believe, highly desirable.

Just as an example, some common use cases we find: create a survey form in minutes using frevvo and share it in the company website. The submissions will update a Sharepoint List and someone internally can generate a report of the answers. A vacation request form can be created in frevvo and when submitted triggers a Sharepoint workflow enabling a manager to approve or deny the request. You get the picture, the possibilities are endless.

The initial version will address what seems to be the most common scenario: create a frevvo form and configure it to post to a Sharepoint List. Frevvo will add a new row to the list when the form is submitted and possibly also save a PDF representation of the form.We will also add the ability to load information back from the list, based on some id, populate the form and update the List entry back. The connector will be able to update resources in any Sharepoint Site or Subsite provided that it has enough permissions to do so.

At this point we are moving full speed with the development and an alpha release is scheduled for the end of Q2/11.

Of course, there are some technical challenges along the way (making sure everything is secure for one) but overall the progress has been great and we are excited about the possibilities.

Collect data on a Confluence page

Our customers use Live Forms for Confluence for surveys, event registrations etc. where the result data is downloaded to MS Excel. But sometimes, people want to do more. They want to format the results as a table and add a graph, display the results in specific ways etc.

Confluence and its rich set of plugins is the ideal platform for this and with frevvo Live Forms you can now easily create forms [and even workflows] and collect submissions on a Confluence page. Then, use arbitrary macros to create tables, charts, Tab views etc.

Watch a 3.5 min video below.

Creating/Updating Confluence pages

Customers have long inquired about the ability to create Confluence pages from frevvo forms for structured content. For example, a Client dashboard or Customer support application in Confluence.

Let’s say you want to create a Client dashboard with a Confluence page for each client. Either clients themselves or internal employees can easily create/update their information using the wiki editor. The problem is that it’s hard to keep the pages consistent since the wiki editor lets people create free-format pages. That’s where frevvo comes in.

Instead of creating/updating these pages via the wiki editor, clients and employees are presented with a form. The form enforces structure, business rules, validation etc. When the form is submitted, frevvo will generate a Confluence page for the client; the page can be named using data from the form (e.g. client name). frevvo can also generate an Edit link on the page. When clicked, it takes you back to the form pre-filled with the client data. You can edit the data and submit. frevvo will then update the client page with the updated data.

It’s really quite easy to do. You can see for yourself in the 4 min video below:

Installing frevvo for Confluence

If you want to use online forms and workflows in Confluence, frevvo Live Forms for Confluence is a great choice. It’s extremely easy to use and straightforward to install as well. However, customers sometimes get confused – Live Forms for Confluence has two components: a Confluence plugin and the frevvo server. Both are required and the plugin must be configured to connect to the server.

This [6 min] video shows how:

I recommend you watch it in 720p HD and if possible in full screen though that might make it hard to follow along while you install.

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