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 Low Code Platform, Workflows

[Video] 100% Visual Purchase Order Automation

Workflow automation is the foundation of digital transformation. But, automating everyday processes isn’t always easy. Dynamic forms, complex routing, e-signatures, mobility and more … it’s a lot to handle and that’s if you can find the necessary programming talent. What if your existing people could do it all using simple visual tools? Watch this brief video to see how easy it is with frevvo’s 100% visual, low-code platform.

workflow-automation-video.png

To learn more, visit our website, try frevvo absolutely free for 30 days or contact us for more information.

Posted in Digital Transformation, Forms, HowTo

How Dynamic Forms Accelerate Digital Transformation in Your Organization

Forms represent about 83% of all business documents. A typical global enterprise uses an average of 400 complex business forms. If you are using printed forms, then you should know that about 15 to 33% of printed forms are either thrown away due to errors or discarded as they become obsolete after a certain time.

Moreover, a printed form will cost extra due to printing and paper cost, but the average processing cost of a smart form is comparatively cheap. Do you know, about 3% of paper forms are filled incorrectly, 7.5% of filed paper documents are lost in transit, and about 90% of the time spent to manage paper forms involves handling and shuffling them?

Smart dynamic forms; on the other hand, offer a chance to amend or update the form virtually on the go. In fact, integrated dynamic smart forms have the capability to streamline your organizations’ document management or workflow process management capability by reducing overhead costs.

The Evolution of Dynamic Forms

Dynamic forms are technically electronic or digital forms bestowed with capabilities beyond traditional paper forms. Electronic completion, digital signature, auto-filled data, dynamic sections, automatic calculations, database calls, and electronic submissions are some of the common advantages or capabilities of dynamic smart forms. These forms are designed to capture accurate, rule-based data. Additionally, they are able to adapt dynamically based on user responses and capable of pulling and pushing data from multiple sources. Dynamic forms often possess online capabilities along with the ability to capture ‘the metadata, such as geolocation. Due to the flexibility to access data anywhere and at any time, users can enter and process information at will in a simple and logical format

Use of advanced and innovative technology further enhances the capabilities and intuitiveness of interactive forms. Now, it’s easier than ever to create, maintain, and evaluate user-friendly forms that are in compliance with laws, regulations and business policies. Often it is the duty of a domain expert to create and maintain forms. Typically, these domain experts are not technology savvy and may have zero coding knowledge. Techniques such as drag-and-drop, wizards, and visual rules dramatically help in eliminating the need for software programming knowledge.

Why You Should Be Using Dynamic Forms

Many enterprises have embraced the digitization, but they still lack the oomph factor leading to success. For a digitization strategy to succeed, you need to automate processes right from start to finish. Relying on human input and manual tasks in a digitized environment is like swimming in a pond when you can easily sail the seas. Although many organizations have deployed smart forms, they still depend on traditional ink on paper to capture a signature and validate the authenticity of the document or form.

If your employees are spending their time manually entering data, correcting errors and chasing down approvals, they have less time to spend on work that matters – supporting customers, teaching students, or caring for patients. When business conditions change, they don’t have the necessary information at their fingertips to react to changes. These delays can be extraordinarily costly. On the flip side, responsive organizations tend to be perceived in an extremely positive light.

When a new business opportunity presents itself, it’s important to roll out the appropriate initiatives quickly e.g. introduce a new product offering or modify internal processes to quickly satisfy changing customer demands. Even something as simple as letting people buy on their mobile phone can have a huge impact. If employees can perform their day-to-day work in an efficient manner, your business initiatives will speed up and your organization will benefit.

dynamic forms

Key Capabilities of Smart Dynamic Forms

  • They can easily perform complex calculations.
  • They are designed to display content dynamically as and when required.
  • Smart dynamic forms can execute explicit data validation.
  • Smart forms are capable of looking up data from your databases and other systems, pre-filling fields and eliminating duplicate data entry.
  • Additionally, they can submit the data to your ERP securely and efficiently.
  • Smart dynamic forms are routed automatically to the relevant approvers.
  • Digital forms enhance visibility into location and status.

Here are a few advantages you can achieve with interactive web forms:

  • Enhance the speed of delivery as non-technical users can easily create and deploy online forms by taking advantage of an easy-to-use visual tool and reusable components.
  • Use Cloud to save cost and time as the service provider takes care of the licenses, hosting arrangements, upgrades, and security ensuring you are relieved from the complexity of building, managing and hosting your own smart form solutions.
  • Provide a great user experience by offering user-friendly forms with sophisticated built-in capabilities such as online data entry, data validation, and dynamic content. Additionally, provide flexibility to your users by offering them the freedom to fill in their forms anywhere, any time and using any device they like.
  • Reduce business pressure by reducing time to complete interactions and transactions. You actually help users to complete a transaction smoothly and in the first go.
  • Increase business agility by reducing the time spent by employees in routine tasks which frees them up to focus on customers, students or patients, allows them to react rapidly to changing business conditions and to take advantage of new business opportunities.
  • Reduce administrative overhead as you do not have to incur additional expenses in printing, posting and storing paper forms.
  • Enhance the accuracy of collected data as data validation and pre-population of the dynamic fields eradicates the need to go back and contact users due to incomplete or incorrectly filled forms.

Who Should Use Dynamic Forms?

Although we see and use automation everywhere in our daily lives from toll booths to GPS directions, many businesses are still lagging when it comes to automating their routine process workflows. Today’s digital infrastructure creates digital infrastructure creates opportunity as well as urgency to go paperless and reduce business inefficiencies. Unfortunately, it’s still commonplace to have many forms on paper, perhaps they are just partially electronic. Remember, paper-based processes have costs associated with them – the cost of the resources, cost of the infrastructure and the indirect cost of the time they consume. Printing, signing and scanning paper, Excel or PDF forms is still too common and unnecessary – there is a better way.

It’s 2018! It’s past high time to transform these manual, paper- and email-based processes into electronic digital workflows that can be tracked, managed, and controlled within the organization. Here are few industries or organizations that can gain huge business value by deploying smart dynamic forms:

Some Ideal Scenarios/Use Cases of Dynamic Forms:

hr-processes

Human Resource Department

  • Employee Onboarding
  • Vacation Request
  • Student Registration
  • Travel Authorization & Reimbursement

Accounts Payable

  • New Vendor Requests
  • Purchase Order Approval
  • Employee Expense Report

Higher Education and K-12

  • Student Registration
  • Transcript Request
  • Transportation

Healthcare

  • Patient Referral
  • Patient Intake
  • Clinical Trials

Inventory Management

  • Stock Transfers
  • Declaration Forms
  • Purchase Requests

Conclusion

Enhance ROI with Smart Dynamic Forms: If you want to replace or transform the way you are collecting or processing information and populating internal systems, then using smart dynamic forms, will help you in getting your processes running smoothly and efficiently. With smart forms, you reduce the chances of committing errors by 71% and consume 51% less time.

With modern, visual tools for smart dynamic forms, you can automate the creation, processing, and distribution of business forms by non-technical users in your organization. Digitized forms help you reduce processing costs, minimize errors, and capture fully validated data.

Electronic forms and the associated automated processes mean your people can spend their time on the most valuable tasks, react effortlessly to customer demands and changing business conditions so your business can prosper in the 21st century.

Let’s build a paperless organization! For paperless processing and to learn more about smart dynamic forms Try Frevvo FREE.

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 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 Cloud

[Infographic] Why Hybrid Cloud?

 Tell me, Why Hybrid Cloud?

Why hybrid cloud? Why not hybrid cloud is the question you’ll be asking yourself after this article!

Hybrid Cloud: “A hybrid cloud is an integrated cloud service utilizing both private and public clouds to perform distinct functions within the same organization.” (http://www.interoute.com/cloud-article/what-hybrid-cloud)

The Road to Hybrid Cloud. The cloud computing model continues to create a larger and larger footprint in the IT landscape as enterprises pursue the model’s benefits including but not limited to: 1) shared resources 2) facilitated access to information and resources from anywhere on any device 3) on demand provisioning and reallocation of computational resources. The greatest benefits are typically achieved using public cloud services however most organizations are unwilling to put ALL their data (particularly sensitive information) into public cloud solutions. In order to still reap the benefits of the cloud computing model, organizations will implement some solutions on internal private cloud platforms.

What is Hybrid Cloud and How Does It Work. A hybrid cloud refers to an environment that runs both public and private cloud services AND provides a way to to share data between them. Typically the data shared with public cloud services is limited and secured/encrypted to reduce exposure. Exposing a server within your firewall to a public cloud service is not what we mean by hybrid. A hybrid cloud connects 2 or more internal and external cloud platforms in such a way that they can exchange information.

What Are the Advantages. A hybrid cloud allows organizations to leverage the efficiency gains of the cloud computing model without having to expose all their data to public cloud services by providing mechanisms to securely share data. Once mechanisms have been defined for exchanging data between internal and external cloud platforms, CIOs can incrementally control what data is exposed to public cloud solutions. The ability to integrate internal data with external/public cloud services is hugely beneficial (if not required) to leverage public cloud services in a compelling and useful fashion.

The Benefits of frevvo. When you sign up for an account on app.frevvo.com, you’re using frevvo in the public cloud. If you deploy frevvo within your organization, you are setting up frevvo as a multi-tenant, private cloud solution. Either way, there are many examples of frevvo participating in hybrid cloud architectures. A frevvo account running in the public cloud could be configured to securely access LDAP information running within a private cloud. Enterprises running frevvo within their private cloud infrastructure can write data to google spreadsheets (public cloud). Another example is utilizing frevvo’s database connector to allow frevvo from either a public or private cloud to integrate with any back-end relational database.

In Summary. This cloud computing phenomenon migrates both, public cloud and private cloud services, to solve your business needs. From small business to large enterprises, being able to keep private information secure as well as hosting public information is very beneficial. As noted on the infographic (pictured to the left) using frevvo in the hybrid cloud is a business strategy to lead you to successful business agility. Our cloud based product is mobile ready, with a drag & drop easy design, that allows you to create custom forms and workflows to increase business agility.

Click here to view the infographic in full. You can learn more about frevvo on our website as well as join today and receive 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.