Tag: online 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.

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):

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:

Real-world forms for Google Spreadsheets

Do you need to create real¬†forms with real features like multi-column layouts and automatic validation and save the data to an online Google spreadsheet? Event registrations, surveys, contact forms, you name it … we’ve heard over and over again that Google’s forms are just too simplistic.

With frevvo Live Forms, it’s a snap. Check out this 3 minute video to see how easy it is.

Of course, the form in here is simple but you can create forms as complex as you want and easily save them to a Google spreadsheet. We use this all the time for webinar registrations, demo signups for our own products.

Short link: http://wp.me/p1flGp-a

Surveys, Event Registrations … in Confluence. Download to Excel.

How can you expand your Confluence-based Intranet so that your employees can do some of the common things organizations do like surveys and event registrations without needing a programmer every time?

What if your marketing employees could create a Confluence page, add a webinar registration form to it, view the registrations in Confluence or download them to Excel?

With Live Forms for Confluence, anyone can do it. See how easy it is in this video (less than 3 min)

Drop-dead simple Confluence Workflows

Workflows, in particular, simple approval workflows are extremely common at business organizations of all sizes. For example:

  • An Expense Report that must be approved by your Manager
  • Vacation Request that needs approval
  • Patient Referrals where a Nurse or Physician’s Assistant fills out the top part of a form, a Doctor has to sign it and then send it to the hospital
  • Issue Tracking where an Employee creates an internal support issue and admin support staff take multiple actions on the issue before closing it

It’s easy to automate these workflows using Live Forms for Confluence. You can view a 7 minute video or read this article in the documentation.

We’re excited about these powerful, easy-to-use workflows seamlessly integrated into Confluence. We think customers are going to find them super useful too.

Excited about our new Confluence release

It’s been an unbelievable time – obviously, we haven’t updated the blog at all recently. We’re really excited about our new product for Atlassian Confluence. We’ve been working with quite a few customers who have now successfully used frevvo within Confluence for things like:

  • Issue tracking systems
  • Event registration (download submissions to MS Excel)
  • Patient referral
  • Student enrollment

and many other applications.

The new version has full user/group integration with Confluence, works with your Active Directory/LDAP systems, includes workflows, digital signatures, task lists in Confluence, the ability to create/update Confluence pages from forms & workflows, the ability to collect multiple submissions in a single Confluence page etc.

I’ll be writing more about these over the next several weeks.