Form Design Tutorial

Using frevvo’s drag & drop Form Designer to design beautiful, usable forms is definitely intuitive. Still, it’s a powerful and extraordinarily capable product. We’ve recently put together this 26 minute Tutorial video that teaches you how to design even the most complex forms in frevvo in a step-by-step manner. Sign up for a free 30-day trial account and try the Form Designer today.

Contact us if you’d like to learn more about digitizing your own approvals with frevvo.

Tutorials: We are here to help!

Try frevvo today! FREE 30-day trial.

frevvo offers many tutorials to guide you through each step of the way when it comes to building the perfect form and or workflow. Read instructions, watch videos, follow along and do it yourself.

Stuck on a specific step? Look through our list of tutorials and start there. If you are new to frevvo start from the beginning and let us show you the way.

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Several step by step instructions feature images so you can see where you should be by this step. You will quickly understand what to do with your new product.

Database Connector Tutorial — With Live Forms, you can create dynamic forms that connect to your database, populate controls from the database, update drop down controls dynamically etc. This Tutorial works through several examples demonstrating various features.

Give the tutorials a try and enjoy building your easy and simplified form/workflow. If you need any further assistance please email support@frevvo.com

Forms Tutorial:

http://docs.frevvo.com/d/display/frevvo61/Forms+Tutorial

Workflow Tutorial:

http://docs.frevvo.com/d/display/frevvo61/Flow+Tutorial

Database Connector Tutorial:

http://docs.frevvo.com/d/display/frevvo61/DB+Connector+Tutorial

The end of PDF forms

PDF forms are dead

Just look around and it’s obvious that mobile is taking over the Internet and an astounding 65% of email gets opened first on a mobile device. If your content is PDF, most people simply don’t bother to read it.

Fillable PDFs are even worse – often they simply don’t work unless you download and install a special app and if they require a signature, you’ll probably still have to print it anyway. Try it – here’s a General Permission form for a school. It’s a nightmare to use even with Adobe’s PDF Reader app. You have to pinch and zoom to fill out fields, it’s a frustrating user experience and most people simply give up. PDFs just aren’t responsive.

Is your paperless strategy fillable PDFs?
No one’s going to fill them out!!

What should you do? For your web site,  Luckily, creating responsive web forms that just work naturally on mobile devices isn’t that hard. Try the same form above on any device and you’ll see that it works smoothly and “responds” to the form factor of the device. Even with the limited real estate of a smart phone screen, it is reasonably easy to use. You can sign it right there without printing. It’ll automatically render in a different language if available and your phone is set to that language. Here’s the Spanish version.

PDF forms simply cannot adapt to the huge variety of screen sizes and resolutions of modern mobile devices. Just like PDF no longer makes sense for emails or newsletters, it makes no sense to push out fillable PDF forms.

The simple stuff costs money too

Customers are always prioritizing where to put scarce investment capital. Should we invest in that new CRM system or should we create a new online portal or some other project. Most CIOs and IT department personnel are swamped with work and, therefore, tend to focus on the big stuff.

But … there’s a lot of money in the small stuff. We’ve been discovering this at many of our customers. For example, a major US University bought Live Forms for automating their student admissions process. Obviously, it’s a mission-critical thing for Universities – they had better be good at admitting students – and it’s a project slated to take many months.

Within 2 weeks of deploying Live Forms, one of their Departments wanted to create monthly surveys to collect student feedback. Now, normally this would mean either a paper-based survey or a programmer putting together each survey and providing a report of the results. They suddenly realized that they now had a new option. They created an account for the Department managers on the Live Forms server and pointed them to the tutorials. Within days, they were creating their own survey forms and exporting the results to Excel. It took less than five minutes of an expensive developer’s time. Less than a month after deploying Live Forms, they were already getting positive ROI from a simple application that they hadn’t even considered before.

It’s just one example out of many where customers are rapidly finding uses for frevvo and benefiting in days rather than months. Interested? Check out http://www.frevvo.com where you will find short videos demonstrating Live Forms or Contact Us for more details.

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:

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.

Super-EZ Workflows in Confluence

We’re hearing from more and more prospects who want to create simple workflows in Confluence for things like Expense Reports, Vacation Requests, Timesheets, Patient Referrals, and Purchase Orders.

With frevvo, you can easily create these workflows with no programming and without ever leaving Confluence. Check out this short (3.5 min) video that shows how:

You might be interested in this article that shows how easy it is to create surveys, event registrations and other forms in Confluence and download the results to Excel.

If you like what you see, you can get a free 30-day trial version from our web site.