Posted in Database

How to easily create Dynamic Database Forms

Useful processes connect to the database.

Practically every organization has at least one SQL database and often many of them. Many day-to-day business activities are simply more useful if they can access information from SQL databases on-demand.

For example, when a customer calls about a mistake on their order, your Customer Service personnel will be able to better help the customer and solve the problem quickly if they have visibility into order history from the database. Faster problem resolution leads to happier customers.

Continue reading “How to easily create Dynamic Database Forms”
Posted in Database

Database Forms: Master-Detail Views

Electronic forms and workflows integrated with SQL are very easy to create with frevvo's software.

As customers interact with your organization online, they often do so using forms. To be truly interactive and useful, these forms need to connect with and access data from internal systems – often SQL databases. Database forms, especially as part of business processes, allow you to bring your operations much closer to the customer and that’s a crucial part of world-class customer service.

Continue reading “Database Forms: Master-Detail Views”
Posted in Database, Financial Process Automation

Aero Communications replaces paper, Excel and InfoPath with automated workflows integrated with SQL

Aero Communications inc. provides customer-focused technology solutions to broadband and wireless providers, businesses, public venues, government facilities, and residential subscribers.aero-communications

The company was using a number of paper, Excel & InfoPath forms for everyday business processes such as Vehicle Inspections, Facilities Maintenance, Financial Forms and Warehouse Orders. Many of them require approvals forcing employees to email them around and print/sign/scan for approval. In addition, the existing forms could not pull data from SQL databases resulting in excessive and duplicate data entry, errors, corrections and inefficiencies.

“We were looking for a single, affordable solution that could address all our requirements.

frevvo’s modern, online system is easy-to-use, and meets our needs at a reasonable cost. Live Forms is the best web-based forms & workflow solution on the market today for our needs.”

–Adam Wiener, Applications Specialist

Aero Communications considered a dozen+ solutions before selecting frevvo Live Forms because it provided an easy-to-use solution that works with their database, and integrates with Active Directory at an affordable cost.

They have already replaced multiple forms and workflows with fully automated online versions. Read the Case Study and learn more by visiting our website. Explore some of the examples, read customer success stories and contact us for more details.

Posted in Database

[eBook & Video] frevvo +SQL: dynamic forms & workflows

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Dynamic database forms and workflows with frevvo + SQL (3m video)

Day-to-day business activities are simply more useful if they can access information from SQL databases on-demand. If Customer Service has visibility into order history from the database, they can better help the customer. HR applications can access employee data and so on.

Download frevvo + SQL eBook or Watch 3m video

frevvo provides a Database Connector that allows you to perform sophisticated integration with your database. From dynamic dependent pick lists to master-detail views to creating and updating records in SQL and running stored procedures, you do it all with frevvo.

Learn more by downloading our new eBook or by watching the video at the links above and visit our website to view customer success stories and signup for a free trial.

Posted in Customers, Database, Higher Ed, Usability

La Cité College chooses frevvo for student applications integrated with Salesforce, DocuShare and Oracle.

Deeply rooted in the National Capital Region and Eastern Ontario for over a quarter of a century, La Cité is the largest French-speaking applied arts and technology College in Ontario.

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1200+ registration forms have already been submitted electronically with a 24/7 service offering. Students save time since they no longer have to stand in line for registration. Instead of lining up, they simply complete the process on their smartphones.

La Cité serves a diverse population from students and faculty to a large student body. Students, in particular, prefer to use their mobile phones for almost everything. Yet most of La Cité’s forms and applications were paper or PDF documents that had to be printed out, hand-filled and signed. They didn’t integrate with databases, DocuShare (their document management system) or salesforce.com (CRM).

That means students filling out long forms by hand and standing in long lines to register, internal employees scanning and indexing paper forms and a tedious, inefficient overall experience.

Students love the built-in mobile support. Now that the forms are compatible with devices, 60% of responses have come in on mobile.

La Cité decided that they needed to improve services to students and staff. They selected frevvo Live Forms and, in a matter of months, they’ve replaced several paper/PDF forms with electronic ones. They’re available 24/7, work automatically on mobile devices, and integrate with DocuShare, Oracle and salesforce.com. frevvo forms also work in multiple languages including French, which is the dominant language on La Cité’s campus. Data is pre-populated, frevvo’s build-in validation ensures fewer errors, documents are automatically stored in DocuShare and salesforce and students are no longer standing in line.

Co-Op applications, which used to be paper are now electronic. As a result, the number of applications has gone up from about 10 in previous years to over 70.

The results have been impressive and La Cité plans to roll out several additional forms and workflows in the coming months.

Click here to read the Case Study and contact us if you’d like more information or to sign up for a free 30 day trial.

Posted in Database, Forms, HowTo

Dynamic database forms – easy!

It’s a very common business need. Enter a client id and you want client details to automatically fill in from the DB. Select an order and you want to view/edit order line item details. The problem is, it’s not easy to do even for programmers. There are all the details of connecting to the database, managing shared DB connections, error handling, transforming data back and forth between SQL and HTML forms, security/authentication and so on.

Not so with frevvo. It’s amazingly simple with our built-in Database Connector. You can find many details and try it out yourself by following our Database Connector Tutorial.
1. Write your SQL query in the DB Connector

SELECT p.productName as product, o.quantityOrdered as quantity, o.priceEach as price, p.productDescription as description, p.MSRP FROM OrderDetails o, Products p WHERE o.productCode=p.productCode and o.orderNumber={onum} ORDER by o.orderLineNumber

The {onum} is a variable representing the order number. It will get a list of line items for a particular order.

Database Query

2. Add it as a data source to your form or workflow
Generate an XSD for your query (using a sample order) simply by visiting the URL for your query in the DB connector. Save the XML and upload it to frevvo as a data source.

XML Schema

3. Generate the form with the click of a button
Drag/drop to customize as desired.Click the + icon for the data source and frevvo will generate controls. Since this query can return multiple line items, frevvo will generate a repeating section. We’ve changed it to a Table (grid) again just by modifying a property.

Generate FormCustomize

4. Link the form to the SQL query in the DB Connector
Open the Doc URI Wizard and set the URL for the data source to point to your query. In this case, we’re getting the order number variable from a separate drop down in the form.

Link to the SQL Query

That’s it. Try the form. When you select an order, the underlying Table automatically updates with the list of line items for that order. frevvo will automatically add and remove rows as necessary. No programming needed to create a form as sophisticated as this.

Order Line Items

Interested? To learn more Sign up and check out the Database Connector Tutorial. Or contact us for more information.