Posted in Forms

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.

Posted in Forms, PVE/ImageSilo, Workflows

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.

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 Workflows, Workflows

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.
Posted in Forms

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:

Posted in Misc

Downloading and trying frevvo in-house (free 30-day trials)

frevvo offers 30-day free trials of the software (SaaS & In-house, Confluence & standalone). For the in-house version, you have to register at www.frevvo.com, activate your account, download the software and generate a free trial license.

See this [1 min] video if you aren’t sure how to generate a trial license:

Posted in Forms

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.

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 Workflows

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.

Posted in Forms

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.