Posted in Approval Process, Confluence, Confluence Forms, Confluence Workflows, Customers, Workflows

OCMW members help their community instead of worrying about paperwork

OCMW logo

OCMW Roeselare strives to support members of the Roeselare community lead a dignified and quality life with the goal of creating opportunities and increasing the chances of happiness and well-being.

They must accurately record notes and decisions at their meetings for compliance, transparency and continuous improvement. Automating the process with frevvo saves their members valuable time and allows them to focus on helping people rather than paperwork (Case Study).

With frevvo Live Forms, the process is now an online workflow integrated with their Confluence wiki. Meeting notes use a structured format eliminating errors and missing fields. Built-in workflow ensures that the right members are notified at the right time.
The notes are saved to a Confluence page for easy access without searching through email.

Want to learn more and automate your own workflows? Sign up for a free trial.

Posted in Confluence Forms, Confluence Workflows, Forms, Workflows

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.

Posted in Confluence, Confluence Forms, Confluence Workflows

Confluence Video Playlist

We’re now using a YouTube video playlist to make it easy to learn about using frevvo to create forms and workflows in Confluence. In less than 15 minutes, you will see how to create forms, view submissions in Confluence, download to Excel, store form data in Confluence pages, and create approval workflows with digital signatures in Confluence.

http://www.youtube.com/view_play_list?p=CA307F3C13C3E624

Posted in Confluence, Confluence Forms, Confluence Workflows

SaaS frevvo with Confluence

Phew! We’ve finally worked out most of the kinks of using hosted frevvo (SaaS server) with Confluence. It’s cool: just install the plugin, point it at frevvo’s SaaS service and Go!! No need to install or configure. You can use HTTPS for security, create/update/merge to Confluence pages even if your Confluence is safely behind your firewall, and run workflows. You can even setup Confluence with Active Directory authentication and connect it to the SaaS service.

Here is an updated video of the setup (note that it’s still a test server and this is not production-ready):

Posted in Confluence, Confluence Forms, Confluence Workflows

Using SaaS frevvo with Confluence

Several prospects have asked us about evaluating frevvo Live Forms for Confluence without the hassle of installing a frevvo server. Well, we’re working on making this available in production but a test service is available now.

  1. Sign up for a free account
  2. Activate your account
  3. Download and install the plugin
  4. Configure it to connect to frevvo using the account you just created.

This 3 min video shows you how (strongly recommend you watch in HD 720p):

Posted in Confluence, Confluence Forms, Confluence Workflows, Excel, Forms

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.

Posted in Confluence, Confluence Forms, Confluence Workflows, Forms, Workflows

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:

Posted in Confluence, Confluence Forms, Confluence Workflows, Forms, Workflows

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.

Posted in Confluence, Confluence Forms, Confluence Workflows, Excel, Forms, Workflows

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.

Posted in Confluence, Confluence Forms, Excel, Forms

Surveys, Event Registrations … in Confluence. Download to Excel.

How can you expand your Confluence-based Intranet so that your employees can do some of the common things organizations do like surveys and event registrations without needing a programmer every time?

What if your marketing employees could create a Confluence page, add a webinar registration form to it, view the registrations in Confluence or download them to Excel?

With Live Forms for Confluence, anyone can do it. See how easy it is in this video (less than 3 min)