Tag: frevvo

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.

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.

SaaS frevvo with Confluence

Phew! We’ve finally worked out most of the kinks of using hosted frevvo (SaaS server) with Confluence. It’s cool: just install the plugin, point it at frevvo’s SaaS service and Go!! No need to install or configure. You can use HTTPS for security, create/update/merge to Confluence pages even if your Confluence is safely behind your firewall, and run workflows. You can even setup Confluence with Active Directory authentication and connect it to the SaaS service.

Here is an updated video of the setup (note that it’s still a test server and this is not production-ready):

Using SaaS frevvo with Confluence

Several prospects have asked us about evaluating frevvo Live Forms for Confluence without the hassle of installing a frevvo server. Well, we’re working on making this available in production but a test service is available now.

  1. Sign up for a free account
  2. Activate your account
  3. Download and install the plugin
  4. Configure it to connect to frevvo using the account you just created.

This 3 min video shows you how (strongly recommend you watch in HD 720p):

Collect data on a Confluence page

Our customers use Live Forms for Confluence for surveys, event registrations etc. where the result data is downloaded to MS Excel. But sometimes, people want to do more. They want to format the results as a table and add a graph, display the results in specific ways etc.

Confluence and its rich set of plugins is the ideal platform for this and with frevvo Live Forms you can now easily create forms [and even workflows] and collect submissions on a Confluence page. Then, use arbitrary macros to create tables, charts, Tab views etc.

Watch a 3.5 min video below.

Creating/Updating Confluence pages

Customers have long inquired about the ability to create Confluence pages from frevvo forms for structured content. For example, a Client dashboard or Customer support application in Confluence.

Let’s say you want to create a Client dashboard with a Confluence page for each client. Either clients themselves or internal employees can easily create/update their information using the wiki editor. The problem is that it’s hard to keep the pages consistent since the wiki editor lets people create free-format pages. That’s where frevvo comes in.

Instead of creating/updating these pages via the wiki editor, clients and employees are presented with a form. The form enforces structure, business rules, validation etc. When the form is submitted, frevvo will generate a Confluence page for the client; the page can be named using data from the form (e.g. client name). frevvo can also generate an Edit link on the page. When clicked, it takes you back to the form pre-filled with the client data. You can edit the data and submit. frevvo will then update the client page with the updated data.

It’s really quite easy to do. You can see for yourself in the 4 min video below:

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.

Time is precious for any business, especially a non-profit

Gateway to College National Network (GtCNN) is a national nonprofit organization that’s tackling the dropout crisis and catalyzing change across developmental education in college.

As they grow, it’s harder and far more expensive to use email and Word documents for business-critical things like accurately harvesting contact information for their large and growing national user base.

They’re using frevvo Live Forms for Confluence together with the built-in SQL connector, Excel export and workflows to reduce 50-60% of staff hours spent on conference registration and contact management.

Read the case study.