frevvo 7.1: Submissions Search

We’re always working on improving frevvo based on customer feedback. We have ambitious longer-term plans but we’re tackling some of the most common requests ASAP.

frevvo V7.1 (which will be available later this year) includes one such item: the ability to search for submissions based on form data. There’s also a new Submissions View and Excel export. Let’s take a look using a Contact Form.

searchable-fields

Searchable Fields wizard

First, you have to define your Searchable fields using a wizard. Simply add/remove Searchable fields as desired. Once defined, frevvo can also go back and re-index your existing submissions so you can search them using the same fields. In our Contact Form, we’ve chosen First Name, Last Name and Email Address.

Then, go to the Submissions View for the form. By default, you’ll see the Submissions for the past month with no other filters applied. Searchable Fields appear in the table if they fit.

Expand the Submissions Filter Section. You can filter and search for submissions by a wide variety of criteria. There’s Date Range and Submission State but you can choose other criteria including the Searchable fields. You can also create a logic expression as shown in the image. We’re searching for Submissions this year where the email address contains frevvo.com and the first name begins with either M or P as the shown in the logic expression field.

filter

Filter/Search for submissions

If the columns don’t fit on the screen (for example, on a mobile device), you can click + for any row to view them. As usual, you can double click any submission to view details (XML document, PDF, attachments, signatures etc.) and delete unwanted submissions.

submssions

Expand/Collapse individual submissions to view details

Similar functionality is available in the Task List as well – we’ll describe it in a separate article. And, in a future release, we plan to unify these user interfaces so you can handle tasks, submissions and reports from the same place in the UI.

Roadmap: Part 4 – box.com Connector

 

frevvo-box

Save documents & attachments generated from frevvo forms and workflows to your box account

In a recent article, my colleague Yuri wrote about adding frevvo to Google Drive/Apps so it can be used as a low-cost ECM system.

It makes sense. Customers want an end-to-end solution where they use frevvo so they can stop emailing PDF documents around for signatures. It works great for them. But the documents need to live somewhere.

But, many enterprise customers still aren’t comfortable with using Google Drive for ECM.

We’ve recently noticed an uptick in customers and prospects who have asked about saving submission data from an automated frevvo form or workflow to their box account. So, we’ve decided to do something about it.

box-wizard

Save to box wizards

We’re working on a Connector and associated wizard for box. Similar, in principle to the Google Drive connector that lets you save documents to Drive. It’s simple and visual:

  • Choose Document Actions and select the Save to box.com option.
  • In the wizard that pops up, provide your credentials. The wizard will login to your box account, browse to find available folders and display them.
  • Select a parent folder (e.g. Purchase Orders) and a submission folder. Typically, the submission folder is a template that’s dynamically generated e.g. {ClientName}.
  • You can also choose which documents get saved including generated files e.g. a Government W-4 for an Employee On-Boarding workflow.
  • Click Finish and you’re done.

When the form or flow is submitted, the documents will be uploaded to your box account in a new subfolder whose name is generated from the ClientName form field (in our example). All subfolders reside in the parent folder (Purchase Order in our example).

Once in box, you can use all their features to collaborate, share and manage the documents in question.

It’s as easy as that. The Connector is targeted for V7.1, which is currently under development and targeted for late October, 2016. Obviously, the date could change 🙂

Interested in learning more? Contact us anytime for more details.

Roadmap: Part 3 – Productivity Report

In earlier articles in this series, we took a peek at the Active Processes Report and the Submissions Reports in the upcoming Business Insights package. Today, we’ll take a look at the Productivity Report.

productivity-report

Workflow Durations (avg/max)

The goals are to analyze workflows, understand throughput and productivity of the team involved, and to find and eliminate bottlenecks.

This report initially displays a breakdown of the average and maximum durations of each workflow type for the previous 30 days in the Summary tab. This chart only shows workflows that completed within the time period (last 30 days) and does not include incomplete workflows. The user may change the time period (30, 60, 90, 120 days, 1 year) in order to examine different data sets. The chart is also organized initially left to right with flows with greatest average durations to the left and descending to the right. The chart can be ordered by max duration descending as well using the “order by” radio button.

The Details Tab displays the data in a tabular format. As described in Part 1, this table (and all tables in reports) have a Search field that acts as a filter. Anything typed in the Search field is checked against all the data in each row and only rows that have some data that matches are displayed.

Productivity for a specific workflow

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Time Stats

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Time Breakdown

Click any of the chart bar(s) for a particular workflow type to drill down into the statistics for that individual workflow.

You can view the information in two ways. Time Stats shows you the processing time average average and max for the various participants involved in that workflow. The chart makes it easy to see which participant (role or person) takes the most time.

Time Breakdown shows a histogram to identify bottlenecks. The processing times for participants involved in the flow type are “bucketed” into categories (< 1 day, 1-3 days, 3-5 days, 5-10 days, ≥ 10 days) and then the counts of workflow instances for each of those buckets is displayed. It’s easy to visualize bottlenecks and get an idea of which users are under/over utilized, etc. For example, the HR Manager in the above graph is almost always taking at least 5 days and in many cases more than 10 days to approve. That could be a bottleneck that needs to be eliminated.

As before, the Details tab displays the raw information in a tabular format and you can examine individual submissions.

Upcoming frevvo releases will continue to add functionality focused on improving the task list (related to reports but operational in nature), saving your own custom filters as a new report, creating your own report in the designer, using form data (current reports only work over operational data) to filter your reports and more. We’ll publish updates on this blog regularly.

 

Roadmap: Part 2 – Submissions Reports

In Part 1 of this series of articles, we took a peek at one of the reports (Active Processes) in the upcoming Business Insights package. In this article, we’ll look at submission-related reports. The goals are for customers to easily analyze workflows that have completed recently and figure out which ones ended with an error and what the error was.

Recent Submissions Report

rs_summary_1

Recently completed workflows

This report displays information about all recently completed workflows (or forms). You can get a quick picture of completed activity and overall system usage.

The Summary Tab displays data for 7 days and all forms/workflows by default but you can change the time period and select a particular form or workflow to update the chart.

The Details Tab displays the data in a tabular format. As described in Part 1, this table (and all tables in reports) have a Search field that acts as a filter. Anything typed in the Search field is checked against all the data in each row and only rows that have some data that matches are displayed.

rs_summary_2

Completed forms/workflows for a particular day

You can also click on any of the bars in the chart to drill down into submission activity for that day.

The report will display a pie chart and table with submissions for that date broken down by form/workflow type. The pie chart shows the data broken down by percentage for the top 9 + an Other category. The table to the right represents the same data, but shows the actual counts including a break down for the Other category. As with all tables, you can narrow the results simply by typing in the Search field.

Submission Failures Report

sub-failures

Workflows with errors during submission.

The Submission Failures report displays information about workflow instances that had an error occur during submission. There are many possible causes of errors: workflow/form design bugs, misconfigurations, temporary runtime failures etc. This report can be used to determine if there have been recent errors and to investigate the exact causes.

The report initially shows all error data for 7 days and all forms/workflows but you can change the time period and select a particular form or workflow to update the chart.

sf_3

Details with exact error description

Clicking the Details button drills down into the error data. It displays a chart of errors by day in the Summary tab but you can also view a table with the details about each failed submission.

Each item contains the exact error description so administrators/designers can determine what is causing the error and take corrective action.

We’ll discuss the Productivity Report in the next article where you can analyze your workflows and find bottlenecks, see who’s taking the most time to complete things etc.

Upcoming frevvo releases will add functionality including the ability to save your own customized report, reporting over form data (current reports only work over operational data) and more. We’ll publish updates on this blog regularly.

Roadmap: Part 1 – Active Processes Report

active-processes

Which processes are active right now?

At frevvo, we’re hard at work on some of the most frequently requested features – Business Insights, Task/Submission search and others.

Customers have built many real-world business applications but it hasn’t been easy to see what’s going on operationally, find tasks & submissions etc.

In the first release, we’ll focus on business insights reports over operational data (metadata). The goals are for customers to easily answer questions like:

  • Which processes are active right now?
  • Who’s involved in these active processes?
  • Which processes have ended with some sort of operational error and what are those errors?
  • What processes have been completed recently?
  • Where are the bottlenecks?
  • Who is taking the most/least time to complete tasks?

active-table

We’ll describe several built-in reports over a series of articles. This Part 1 is about the Active Processes Report. You can use this to view what’s currently active in the tenant. Active workflows are those that have started but have not yet reached the final (SUBMITTED) state. Forms can also be active if they have been partially filled in and saved i.e. in the SAVED state.

The initial Summary tab shows all active forms & workflows in your tenant as a pie chart as well as a table (see Figure above). This table (and all tables in reports) have a Search field that acts as a filter. Anything typed in the Search field is checked against all the data in each row and only rows that have some data that matches are displayed.

There’s also a Details tab with a table that displays detailed data for all of the active workflows in the tenant. This is the detailed data that is summarized on the summary tab. For example, if a particular form/flow had a count of 3 on the summary tab, then there would be 3 rows for it in this detailed tab.

customer-registration

From the Summary tab, the user can drill down to individual workflows. The report changes to display data only about that selected workflow as shown in the Figure. At this level, the dashboard displays information about the people (or roles) that currently have assigned tasks for the selected flow. The pie chart displays the break down and the table to the right displays the summarized counts of assignments per user or role.

There are several other built-in reports that provide useful information and we’ll talk about them in future articles.

Upcoming frevvo releases will continue to evolve reports to add functionality including things like creating your own customized report and saving it, using form data (current reports only work over operational data) to filter your reports and more. We’ll publish updates on this blog regularly.

Episode 2016: A New Hope

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Click the image to view the crawl video

It’s December. Star Wars Episode VII is almost here. At frevvo, we can’t wait (like most of the world) and we’ll be posting a few Star Wars themed articles here 🙂

We’ve done a lot of work in 2015 to improve frevvo and it’s been in a wide range of areas that are really important to customers from workflow enhancements to usability to security and adding more platforms (more on that in a separate article).

yoda

But we’re also super excited about a bunch of new stuff coming to frevvo soon. The biggest of these is the long-desired Business Insights. Many of our customers are already past the basic benefits of Cloud (hardware and data center cost savings) and have realized that the real payoff is in the productivity enhancements from automating everyday approvals on mobile devices. But, they want to go further and see how these workflows are performing, where the bottlenecks are and how they can reengineer and improve productivity even further. Escalations, notifications and other workflow features help for sure. The next step is insights.

We’re busy building this and expect to release capabilities throughout 2016 starting with the first release in Q2 in which you’ll be able to monitor your workflows to easily see what’s currently in-progress, what’s completed, how long they took on average, and where the bottlenecks are.

bis

Of course, just like our forms, you can expect great-looking dashboards that work automatically on mobile devices, can be added to frevvo spaces, support access control etc.

Contact us if you’d like to learn more and watch this space for continuing updates.