V7.3 – SharePoint + other features …

We’re excited to announce that V7.3 is now available for Cloud customers. The on-premise version will be released approximately at the end of September. This release contains significant enhancements:

SharePoint Connector V1

sharepoint-workflow.pngYou can drag & drop using our intuitive browser-based form & workflow designers to create powerful business forms and approval workflows with all of frevvo’s advanced capabilities. Upgrade [not just replace] your InfoPath forms with frevvo’s advanced forms and workflows. Use point-and-click wizards to save your documents to a SharePoint library or to write data to a SharePoint list. It’s easy to try out online. Check out the short video demo of SharePoint workflows on our website.

Guided Tours and Page Help

guided-tour.pngIt’s easier than ever to try out a frevvo workflow. Simply sign up for a free 30-day trial account and you’ll be guided through installing a workflow template, trying it out and editing the workflow to make a simple change. Guided tours are also available for any workflow template. Context-sensitive help is available for many screens in the frevvo application. So, give it a whirl – it’s easy and takes just a few minutes.

Tons of Customer-requested fixes & enhancements

In addition, we’ve added many smaller new features. You can Test changes to a form or workflow without exiting the designer. It’s small but we’re thrilled about it – incredibly useful when you’re actually designing flows and want to test out a business rule change.

Step preconditions can be created visually using a wizard similar to the Visual Rule Builder, message controls limitations have been eliminated, the ComboBox control now connects directly to web services without the need for a JavaScript rule, and many other changes. You can read all about them in the Detailed Release Notes.

Interested in learning more. Sign up for a free trial on our website and try it out.

V7.3 – Dynamic pick lists & web services

One of the most common features our customers use is dynamic pick lists (or radio/checkbox controls). Examples abound such as a List of products for a Sales Order / PO, Number of available vacation days for a Leave Approval, List of projects for a Time Sheet and many others. With frevvo, you could always setup dynamic options using a business rule written in JavaScript.

/*member productCode, productName, resultSet*/
var x;
if (form.load) {
eval(‘x=’ + http.get(‘http://localhost:18080/database/BIRT/allProducts’));
var opts = [];
for (var i=0; i < x.resultSet.length; i++) {
if (x.resultSet[i]) {
opts[i] = x.resultSet[i].productCode + ‘=’ + x.resultSet[i].productName;
}
}
Products.options = opts;
}

V7.3 – no JavaScript

Products-WS

Selection Control connected to a web service

Starting with V7.3 (late August 2017), you can select an Options Source in the Properties pane for the selection control (drop down, radio or checkbox). By default, the Source is Design Time which simply means the choices are static and the designer specifies the list of options by typing them in at design time. But, you can now select Web Service. If you do that, three additional properties appear below:

 

  • Options URL: This is the end point for the web service. If you’re using the database connector,  it’ll be the same as the URL used in the JavaScript rule above. The assumption is that this call returns either XML or JSON.
  • Value binding: the path in the returned XML or JSON that determines the value of the select control (what’s in the submission).
  • Label binding: the path in the returned XML or JSON that determines the label of the select control (what the user sees).

That’s it. The URL can also be dynamic.

Edmunds

Selection control connected to the Edmunds API

For example, the screenshot at left shows a checkbox control that’s connected to the Edmunds API. The Options URL depends on the Year since that web service API returns Car Makes for a particular year. The URL is set to:

https://api.edmunds.com/api/vehicle/v2/makes?state=new&year={Year}&view=basic&fmt=json&api_key=<key hidden>

When the user types something in Year, the web service is automatically called, the results are refreshed and the choices in the Car Makes checkbox will change based on whatever the web service returned.

V7.3 will be released at the end of August. Visit our website and sign up for a free 30-day trial if you’d like to learn more or contact us for more information.

The benefits of automation

In March 2017 APQC surveyed organizations with high transactional volumes to understand the impact of automating the sales order entry process on performance and practices. The resulting infographic (below) shows how organizations that have adopted sales order automation have improved customer satisfaction, data capture for analytics purposes, and operational efficiency.

We’ve seen this ourselves at frevvo as we’ve automated our own internal approvals. It’s far easier and more efficient than managing them through email.

K08071_Benefits of automation

How To: Dynamic email addresses

A question we get asked frequently is how to send an email from a form or flow submission where the email address of the recipient is dynamically determined at runtime. For example, I have a drop down control and if the user selects HR, I want the email to go to the HR Department (hr@example.org) and if the user selects Finance, I want to send it to Finance (finance@example.org).

It’s very easy in frevvo.

1. Create a hidden Email control in your form.

AdminEmail

Drag & drop an Email control in your form. In the Properties panel, uncheck Visible so the control is hidden from the end user. Name the control Admin Email. We assume that you already have a drop down control (in the screenshot, it’s called Department and the choices are HR and Finance).

When the user selects HR from the Department drop down, we’ll set the Admin Email hidden control’s value using a business rule.

2. Set the Admin Email address using a business rule

Create a simple business rule.

if (Department.value == ‘HR’) {
AdminEmail.value = “hr@example.org”;
} else if (Department.value == ‘Finance’) {
AdminEmail.value = “finance@example.org”;
} else {
AdminEmail.value = null;
}

In frevvo’s Winter release (expected in late 2017), you’ll be able to create these type of rules visually with the Visual Rule Builder.

3. Use the Admin Email control in the To: email

AdminEmailWizard

Email Wizard that uses a control template

In any Email wizard, you can use the Admin Email hidden control for the To:, Reply to:, Cc: and other fields. In the above example, we’ve used it for the To: field.

That’s it. When the User selects HR, the rule will set the Admin Email control to hr@example.org. When the form is submitted, the Admin Email template in the To: field will be evaluated and will resolve to the value of the corresponding control (hr@example.org). The email will be sent to the dynamically resolved email address.

Save workflow documents to SharePoint

sharepointMany customers use Microsoft SharePoint to manage and store documents and information. With frevvo’s new SharePoint wizard, it’s easy to create sophisticated forms and approval workflows that validate information, route for signatures as required and ultimately save the data and documents to SharePoint.

Check out this short 2 min video to see how easy it is. Learn more about our electronic form and approval workflow solutions by visiting our website. Explore some of the examples, read customer success stories and contact us for more details.

80% of all IT budgets will be committed to cloud apps and solutions

More than 80% of the organizations surveyed in this recently published report (25 pp., PDF, opt-in) are now following a Cloud First strategy. They prefer to purchase applications as a service deployed in the Cloud over applications deployed on physical servers in their data center.

Those with a Cloud First strategy believe that their IT budgets will be 80% cloud services in less than 12 months, while those without such a strategy think it will be closer to 20 months with 15 months being the average. That’s remarkable [at least to me]. Clearly, trust and confidence in the Cloud has grown quickly.

IT80percent

Cloud First is the reality. Most organizations want to migrate quickly to the Cloud. Source: Building Trust in a Cloudy Sky (see link above).

At frevvo, that’s very much in line with what we see. Customers mostly prefer our public cloud – even very large organizations. They’re less concerned about security and availability and more interested in practical issues like cost. That’s likely because incidents have decreased.

We also offer both Public and Private cloud. We’ve noticed too that customers increasingly perceive the benefits of public cloud surpassing private cloud, especially when it comes to cost. The TCO for Public Cloud is almost universally perceived as being hugely lower – sometimes to the point that customers expect public cloud services to be incredibly inexpensive.

PublicCloudBenefits

To us, it’s still a surprising number. 80% of the IT budget going to Cloud computing in just over 1 year. Clearly Cloud Computing has matured and is being adopted broadly.

Learn more about frevvo’s solutions by visiting our website where you’ll find several customer success stories. Explore some of the examples and contact us for more information.

Download the full report at Building Trust in a Cloudy Sky: The State of Cloud Adoption and Security (25 pp., PDF, opt-in).

 

[Video] PO Automation – featuring John Wood, CIO, Central Wyoming College

purchase-order-video

Central Wyoming College saw significant value in streamlining their PO process which involves calculations, lookups and dynamic routing fixing a particularly error-prone procedure as a result. Instead of a paper-based process that required manual follow-up, delays and hours of wasted time, they now have a digital process that works on all devices, is easy-to-use and saves hours of staff time allowing them to focus on students rather than paperwork.

 

Watch this video recording and hear from their CIO John Wood as he demos their solution and how the college is benefiting from an automated workflow. A recording of the full webinar including Q&A is also available.

Hundreds of customers are already benefiting. Why not give it a whirl? Sign up for a free trial and see for yourself. It takes 30 seconds and you can install a template and try it out instantly.