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.

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.

Customers are creating all kinds of interesting workflows

Now that we’ve had workflows out there for several months, customers have been creating all kinds of interesting workflows. We’ve even added some new capabilities to the product to accommodate the feedback we’ve been getting. With frevvo flows, you can quickly and easily create:

  • Multi-page forms with a navigation toolbar e.g. an application with multiple steps.
  • Simple, role-based approval workflows e.g. a Nurse refers a patient, any Doctor must approve.
  • Specific-user-based approval workflows e.g. an Employee requests vacation, a specific Manager must approve.
  • Dynamic roles where the role for the next step is determined at runtime e.g. a Purchase Order where the approval must be performed by a Manager if the amount is less than $1000 and a Supervisor otherwise.
  • Looping between multiple users in a role e.g.  an Issue Tracking workflow where an Issue entered by an employee might have multiple actions by support staff before the issue is resolved.
  • Ad-hoc workflows where a step is passed between arbitrary users e.g. a Proposal review where the second Review step is performed by a number of users in any ad-hoc order.
  • Rejecting a step and sending it back to the original user e.g. an Expense Approval workflow where the approving manager may decide to send the workflow back to the original employee for corrections.
Want to learn more. Check out the documentation. It contains links to videos, step-by-step Tutorials and more.

Routing workflows to a specific manager

We’re getting a common question from our customers. How can I route a workflow to a specific person rather than a role? For example, a Vacation Request or Timesheet Approval workflow must be routed to the specific employee’s manager rather than anyone in the company with the Manager role.

It’s easy to do with frevvo: simply use a template to dynamically select the user id of the manager. It’s explained in detail in this Step-by-Step Tutorial.

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.

How do I signup for SaaS workflows on frevvo.com?

Obviously, we need to make it easier :-) but, as of now, here’s what you have to do to sign up for and start using workflows on frevvo.com:

  1. Sign up on frevvo.com
  2. Activate your account
  3. Setup your users and roles

Here’s a short video (2.5 min) that shows how to do this.

 

Super-EZ Workflows in Confluence

We’re hearing from more and more prospects who want to create simple workflows in Confluence for things like Expense Reports, Vacation Requests, Timesheets, Patient Referrals, and Purchase Orders.

With frevvo, you can easily create these workflows with no programming and without ever leaving Confluence. Check out this short (3.5 min) video that shows how:

You might be interested in this article that shows how easy it is to create surveys, event registrations and other forms in Confluence and download the results to Excel.

If you like what you see, you can get a free 30-day trial version from our web site.

Time is precious for any business, especially a non-profit

Gateway to College National Network (GtCNN) is a national nonprofit organization that’s tackling the dropout crisis and catalyzing change across developmental education in college.

As they grow, it’s harder and far more expensive to use email and Word documents for business-critical things like accurately harvesting contact information for their large and growing national user base.

They’re using frevvo Live Forms for Confluence together with the built-in SQL connector, Excel export and workflows to reduce 50-60% of staff hours spent on conference registration and contact management.

Read the case study.

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