Posted in Forms, Workflows

Visual business rules for dynamic forms

Does Anyone Know Where We Keep the Unwritten Rules cartoon. Man shuffling papers from a file cabinet.

Business and educational forms & processes are usually dynamic – think purchase orders, emergency contact forms and travel requests. Our customers love how easy it is to visually design forms. With the Visual Rule Builder, they can easily create dynamic forms without the need to know JavaScript.

Learn more: Watch this 6m video to quickly learn more.

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Posted in Forms, Workflows

[Video] Visual Rule Builder (V7.4)

vrbV7.4 has been released and it comes with a bunch of new things – the most exciting feature is the upgraded Visual Rule Builder.

Many customers use frevvo to create forms with extensive dynamic behavior. They love the flexibility and power of frevvo when it comes to creating dynamic forms. With frevvo’s Visual Rule Builder, it’s easier than ever to create these dynamic behaviors and anyone can do it.

Watch this short video that shows you how easy it is to use the Visual Rule Builder to create dynamic content.

Customers are using frevvo for things like:

  • Showing fields only when they’re relevant
  • Automatically filling in fields
  • Performing calculations

and many others.

View-Recording

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.

 

Posted in Product

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.

Posted in HowTo, Product

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.

Posted in HowTo

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.

Posted in Product, Usability

Announcing frevvo 7.2

form-workflowToday we’re happy to announce the general release of frevvo 7.2. Cloud customers were automatically upgraded on April 29. On-Premise availability is coming up shortly – subscribe to Release Announcements for the precise date. This release also includes upgrades to the Database Connector.

We know that frevvo is powerful software but there’s also a learning curve. frevvo 7.2 is the first in a series of updates this year focused on making it easier to use.

Visual Rule Builder

VRBTopDiagram3

One of the main areas customers tell us about is Rules. They’re really really powerful and many customers love the flexibility of being able to write JavaScript code and create very complex, dynamic behavior. But, they can be hard to use. Enter the Visual Rule Builder. Using it, you can create many rules visually rather than writing JavaScript. Read more in this blog article and find detailed documentation here. We’re excited about this new capability and expect improvements over multiple releases to make it easier and increasingly capable of replacing JavaScript-based rules.

This release also includes some security enhancements – e.g. user ids no longer appear in URLs and are replaced by opaque UUIDs – and other under-the-hood improvements needed for future ease-of-use improvements.

Database Connector

The DB Connector is one of the most widely used connectors – customers have created all kinds of integrations with their SQL databases. Most of the improvements made in this release are fairly technical and we won’t go into details here. See the Release Notes for reasons to upgrade. We’ve also made several under-the-hood improvements so we can make this oft-used connector easier to use and as point-and-click as possible. We’ll detail those in future blog posts.

We’re excited about this release and several upcoming ones. The focus is squarely on updating and making so many of the good things we do easier to use.