Tag: visual rule builder

[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.

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

Visual, Drag & Drop Workflow Automation – really!

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In previous articles, we’ve written about how workflow automation is the foundation of digital transformation. Ultimately, it’s not technology but the people and processes in your organization that can truly drive transformation of any kind.

Digitizing day-to-day workflows can be a lot of work

Consider what it takes to digitize your routine day-to-day workflows (Purchase Order or Travel Authorization).

  1. All involve forms (spreadsheets, paper, PDF …) that must be created. Business forms aren’t trivial – they usually involve dynamic behavior, lookups, and business rules. They’re typically long with many fields.
  2. Business workflows often have lots of conditional and dynamic routing e.g. if Amount > $5,000 you have to get additional approval or if Employee is in NY route to this manager but in CA to this other manager and so on.
  3. They routinely have to work with business systems like SQL databases, HR systems etc. to pull data as well as update records.
  4. Your users all have the latest smartphone and expect slick, responsive user interfaces. Your digitized workflow had better not look anything like the UI from just a few years back.
  5. You must provide 24×7 access from anywhere and using any device. Nowadays, everyone uses their mobile device and there are a zillion varieties.
  6. There’s more – e-signatures, security, document generation …

It’s a lot to handle. Of course, that’s if you can find the necessary programming talent, have a large enough budget and enough time. No wonder so many organizations are still using email-based and in some cases even paper-based workflows.

Visual, low-code platforms really work

Modern, low-code platforms like frevvo really do make it much easier to automate by addressing some huge challenges. Consider these advantages:

  1. It’s trivial to create forms – simply drag & drop fields and arrange them as desired. Anyone can do it.
  2. Dynamic behavior? Business rules? No problem – frevvo has 100% visual wizards for a vast array of dynamic operations such as show/hide parts of the form, perform calculations, autofill dates or personal information. Again, anyone can use these visual wizards to create dynamic behavior.
  3. Got routing? It’s easy with frevvo – drag & drop to create your workflow and setup routing and a host of other workflow-related properties visually. Conditional routing is also easy to setup visually. Anyone can do it.
  4. frevvo just works on mobile devices – you don’t have to lift a finger. The forms, workflows, task list are all responsive and automatically adjust to the screen size of your device. 24×7 access, anywhere on any device? It’s a piece of cake and anyone can do it.
  5. E-signatures, document (PDF) generation, SQL integration, secure authentication and authorization, encryption – all built in.

Lots of customers are already benefiting. They’re automating workflows in record time and empowering citizen developers (existing employees) rather than recruiting expensive, hard-to-find professional coders. 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.

A Modern Framework for delivering Digital Transformation

ben-kolde-430909-unsplash (1).jpgIt’s 2018. By now, your organization surely realizes that digital transformation is no joke and an absolute must for business innovation. The momentum is too great and companies unwilling to embrace it will find themselves at extreme risk of digital disruption and will quickly fall to irrelevance. Those that fully embrace digital transformation will find that it gives them a massive edge over their competitors regardless of industry.

Download-White-Paper

So, what should you as a business leader consider as your organization races towards its digital future?

1. Every company is a software company

Whether you’re in insurance, healthcare, education or any other industry, you have to think of yourself as a tech company. American and United obviously have massive physical operations in order to get their planes from Boston to San Francisco but the vast majority of the customer experience, flight operations, booking services etc. are completely digitized. From efficient websites and mobile apps to the insides of these organizations, software plays a huge part.

2. The user experience is paramount

edho-pratama-149011-unsplash (1)This one’s just plain common sense. For example, consumers have repeatedly demonstrated that they will forgo any notion of privacy for an amazing user experience. Digital and mobile are now so deeply embedded in customers’ lives that they will actively gravitate towards competitors if you fail to provide visually pleasing digital experiences that are lightning-fast, available 24×7, and work seamlessly on mobile.

3. Delivering a top-notch user experience requires a modern I.T. framework.

PeopleFirstRequired ≠ Easy. There are many barriers to actually delivering a seamless mobile experience. Like most organizations, I.T. is probably underwater and simply cannot keep up with the speed and agility demands of the modern enterprise. It’s not unusual for a mobile app to take 1+ year and $1M+ to develop. In spite of this, 60% of corporate apps end up abandoned anyway. And, that’s if you can find people with the requisite skills.

A modern I.T. framework built around a low-code, visual platform like frevvo can make a dramatic difference. It doesn’t required the same skill set as native app development. As a result, citizen developers (not professional coders-by-trade) can drag & drop and use wizards to deliver real results. That frees up I.T. to meet other business needs.

Best of all, the resulting app delivers a fantastic user experience, works automatically on all mobile devices, is fast & responsive and runs in frevvo’s Cloud with its 24×7 availability, security and fast performance.

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Learn more by visiting our website and sign up for a free trial.

Photos by Ben Kolde & Edho Pratama on Unsplash

[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.

 

Visual Rule Builder Part 2: Subtotals and Totals

rules.jpgIn a previous article, we discussed how the Visual Rule Builder (VRB) update – it looks like it’s coming next weekend and we’re really excited – makes it super-simple to initialize forms with the current date, personal information etc.

Of course, real-world forms and workflows have many kinds of business requirements and another common one is the need to compute a subtotal and a grand total in a table of line items.

The form might look something like this. There’s a Table with four columns : Item description, Quantity, Unit Price and Subtotal. The Subtotal for each line is computed as the product of Quantity and Unit Price. There’s also a Grand Total which sums the individual line items.

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Prior to the VRB, you’d have to write a JavaScript rule as shown below

var tot = 0;
for (var i = 0; i < Quantity.value.length; i++) {
if (Quantity[i].value > 0 && UnitPrice[i].value > 0) {
var subtot = Quantity[i].value * UnitPrice[i].value;
Subtotal[i].value = subtot;
tot += subtot;
} else {
Subtotal[i].value = null;
}
}
GrandTotal.value = tot;

Once again, it’s not wildly complicated but there are a few quirks that could trip up someone who’s not used to coding e.g. a temporary variable is required to compute the Grand Total, there’s a for loop and the repeating fields need to be treated as arrays. The syntax can be a bit confusing, it’s easy enough to make a mistake and hard to debug.

Enter the Visual Rule Builder

With the VRB, it’s simple and anyone can do it. We’ll create two separate rules, one for the subtotals and another one for the Grand Total.

1. Open the VRB and set the condition. This is when we want the rule to fire. In this case, a Subtotal can only be calculated when we know the Quantity and Unit Price so that’s what we setup in the first panel of the VRB wizard.

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2. The next step is to define what actions to take when the condition is TRUE. Once again, with the VRB, it’s straightforward. We want to multiple Quantity and Unit Price.  So, we simply Set the Subtotal to the desired expression. We don’t have to worry about the fact that these are repeating fields in a table, there’s no for loop or array indexes to consider.

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3. Finally, in the last panel of the VRB wizard, we set the Subtotal to empty when the condition is FALSE. This ensures that the Subtotal will be cleared if Quantity or Price are empty.

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4. The last step is to calculate the Grand Total. Finish the above rule, create a new one and open the VRB. There is no Condition required so leave it empty. On the next panel we use a function to set the Grand Total to the Sum of all the Subtotals. That’s it. The SUM () function is smart enough to ignore empty rows and treats them as 0’s.

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5. The final rules look like this.

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6. Test the form. You’ll see that the Subtotals and Grand Total are automatically computed as desired.

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That’s it. Quick and easy – anyone can do it. This VRB update is coming really soon and we’re very excited about it because simplifying JavaScript rules has been a high-priority request from our customers. Contact us for more information and to try out the VRB for your own business forms.

Visual Rule Builder (VRB): Part 1

In recent articles, we’ve discussed how frevvo and other low-code platforms are making it easier for citizen developers who aren’t coders-by-trade to create effective, high-quality apps. Customers love the flexibility and power of frevvo when it comes to creating dynamic forms but, sometimes, they struggle with writing business rules in JavaScript.

We’re constantly working on improving our product to reduce the need to write code. We’re about to release an upgrade to the Visual Rule Builder (VRB) that’ll let you visually create even more dynamic behavior. Let’s take a look at an example. One of the most common business rules is to initialize a form with the current date and user data (first name, email address etc.) Until now, you had to write a rule like this:

if (form.load) {
TodayDate.value = frevvo.currentDate();
var ud = frevvo.userDetails();
UserId.value = ud.id;
FirstName.value = ud.firstName;
LastName.value = ud.lastName;
FullName.value = ud.name;
EmailAddress.value = ud.email;
ManagerId.value = ud.reportsTo;
}

It’s easy to make a mistake and hard to debug. In subsequent articles, we’ll see examples of even more complex rules.

Enter the Visual Rule Builder

Setting up your form for the above dynamic behavior is trivial with the VRB.  You simply use visual wizards. Let’s say, you’ve built a form with a few fields shown below. There’s a date field for Today’s Date and a Persona Info section with some user-specific data.

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1. After you open the Rule Builder wizard, choose which field you want to Set from the pick list. The pick lists shows all available fields.

02-Choose-Field

2. What do you want to do? You can set a value, set a label, show/hide the control, enable/disable the control etc. In this example, we wish to initialize the controls and we’ll choose accordingly.

03-Choose-Operation

3. What do you want to set it to? You can use the slider to choose a literal value (e.g. 3 or the string “Joe”) or a function/expression. We’ll deal with expressions in a later post. In this case, we want to use built-in functions for today’s date and user-information. Start typing in the text box and matching functions will pop up. It’s very similar to Excel or Google Sheets. For each function, available parameters and detailed help is also displayed.

05-Choose-Function

4. When you’re done with all the fields in our form, it’ll look like this. We’re setting the TodayDate field to today’s date using the today() function and the various Personal Information fields to user-specific information using the appropriate userXXX() function.

06-All-Fields-Set

5. When you click Finish, the VRB wizard pops down and you can see a synopsis of the rule. Click any pencil icon to edit the rule and change the actions being taken.

07-Final-Rule

 

6. Test the form. You’ll see that all fields are automatically initialized as soon as the form loads to the appropriate values.

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That’s it. Quick and easy – anyone can do it. This update to the VRB will be available in December 2017 (just a few days). Making JavaScript rules easier is one of the highest priority items for our customers and we’re excited about this capability. Subsequent posts in this series will explain other examples of rules that are much easier using the VRB.

[White Paper] Easy, Visual Forms and Workflow

PeopleFirst

Every business has its own set of approval processes. The general concept is straightforward: deliver information from Point A to Point B with all the required checks, authorizations and reviews. At the same time, the world is now online, mobile and 24×7. Paper- and email-based processes are ill-adapted to function in this environment. Workflow Automation helps you transition these key processes online so they work on mobile, are available 24×7 and operate efficiently.

The problem is that there are dozens of processes from Finance to HR to Sales & Marketing to Operations, and I.T. organizations simply cannot cope. Using traditional approaches to software development, automating these workflows would take years and cost an astronomical sum of money. These methods cannot keep up with the speed and agility demands of the modern enterprise.

That’s where a platform like frevvo can make a huge difference. The 100% visual, low-code solution delivers extraordinary capabilities:

  • Visual form & workflow design
  • Point-and-click integration using wizards
  • Visual business rules
  • Built-in Mobility
  • A fast, beautiful user experience
  • Top-notch customer support, security
  • and more …

Download this white paper which discusses workflow automation, how your organization can benefit, and how you can evaluate and deploy a visual, low-code platform like frevvo for your automation needs.

Download-White-Paper

Visit our website to learn more and sign up for a free trial.

V7.3 – SharePoint + other features …

We’re excited to announce that V7.3 is now available for Cloud customers. The on-premise version will be released approximately at the end of September. This release contains significant enhancements:

SharePoint Connector V1

sharepoint-workflow.pngYou can drag & drop using our intuitive browser-based form & workflow designers to create powerful business forms and approval workflows with all of frevvo’s advanced capabilities. Upgrade [not just replace] your InfoPath forms with frevvo’s advanced forms and workflows. Use point-and-click wizards to save your documents to a SharePoint library or to write data to a SharePoint list. It’s easy to try out online. Check out the short video demo of SharePoint workflows on our website.

Guided Tours and Page Help

guided-tour.pngIt’s easier than ever to try out a frevvo workflow. Simply sign up for a free 30-day trial account and you’ll be guided through installing a workflow template, trying it out and editing the workflow to make a simple change. Guided tours are also available for any workflow template. Context-sensitive help is available for many screens in the frevvo application. So, give it a whirl – it’s easy and takes just a few minutes.

Tons of Customer-requested fixes & enhancements

In addition, we’ve added many smaller new features. You can Test changes to a form or workflow without exiting the designer. It’s small but we’re thrilled about it – incredibly useful when you’re actually designing flows and want to test out a business rule change.

Step preconditions can be created visually using a wizard similar to the Visual Rule Builder, message controls limitations have been eliminated, the ComboBox control now connects directly to web services without the need for a JavaScript rule, and many other changes. You can read all about them in the Detailed Release Notes.

Interested in learning more. Sign up for a free trial on our website and try it out.

Announcing frevvo 7.2

form-workflowToday we’re happy to announce the general release of frevvo 7.2. Cloud customers were automatically upgraded on April 29. On-Premise availability is coming up shortly – subscribe to Release Announcements for the precise date. This release also includes upgrades to the Database Connector.

We know that frevvo is powerful software but there’s also a learning curve. frevvo 7.2 is the first in a series of updates this year focused on making it easier to use.

Visual Rule Builder

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One of the main areas customers tell us about is Rules. They’re really really powerful and many customers love the flexibility of being able to write JavaScript code and create very complex, dynamic behavior. But, they can be hard to use. Enter the Visual Rule Builder. Using it, you can create many rules visually rather than writing JavaScript. Read more in this blog article and find detailed documentation here. We’re excited about this new capability and expect improvements over multiple releases to make it easier and increasingly capable of replacing JavaScript-based rules.

This release also includes some security enhancements – e.g. user ids no longer appear in URLs and are replaced by opaque UUIDs – and other under-the-hood improvements needed for future ease-of-use improvements.

Database Connector

The DB Connector is one of the most widely used connectors – customers have created all kinds of integrations with their SQL databases. Most of the improvements made in this release are fairly technical and we won’t go into details here. See the Release Notes for reasons to upgrade. We’ve also made several under-the-hood improvements so we can make this oft-used connector easier to use and as point-and-click as possible. We’ll detail those in future blog posts.

We’re excited about this release and several upcoming ones. The focus is squarely on updating and making so many of the good things we do easier to use.