Building your workflow application
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Web applications made easy with PerfectForms
Since 2001, we've been working on application development platforms and today we've made it just about as fast and easy as it can be. We started out in this business under the name of Quask with a product called FormArtist. In the beginning it was all about building the form (or the user interface) and collecting data. Since then we have evolved that product; we learned a lot from people that were looking for application solutions, from our customers, and from the thousands of applications we've either developed or assisted in developing. All of this experience helped us to conceptualize and ultimately create PerfectForms. Now it's all about flexibility in creating the user interface, speed to market, the ability to define complex workflows, seamless integration with legacy systems and detailed reporting with extensive drill down capabilities.
We invite you to put us to the test, sign up for a trial and see the results our years of experience can yield for your business. If you've never developed an application or just want to read about what the many years of experience has taught us then please read on. Otherwise, Sign-up for a free 30-day trial now and get started.
The first thing you should do before using PerfectForms to build your solution
PerfectForms really is easy to use and with the right approach you can complete a pretty complex application in days, start to finish, versus weeks or months using traditional methods. So what is the right approach? How can you build an application quickly and as easily as possible?
It may seem a bit obvious but you have to start with a clear understanding of the problem you are trying to solve. Too many times, we've seen people jump right in and get started only to get stuck and have to contact us. They start the conversation with things like, "I can't get that to work" or "How do I do this". We always try to start our response to a problem solving conversation with questions about the whole process. A clear understanding of the process helps to determine the correct architecture, or how the application should be constructed. Once this is done it's much easier to approach the design and pinpoint where things might have gotten confused along the way.
The first thing we recommend you do before using PerfectForms to build your solution is to clearly understand the workflow; decide exactly what data you want to collect, determine who should be involved in the process and what should happen as each step along the way.
Look through some of the examples of what you can do with PerfectForms
The sample applications in our design gallery can be modified to meet your requirements. You can interact with the sample applications to get some ideas on how you would like to build your own application. If you decide you want to customize any of the applications, follow these steps:
- Sign up for a free 30 day trial
- Login to PerfectForms
- Go to the Home Page and select Edit Forms
- Expand the Library folder to view the forms and applications
Getting started with PerfectForms
We have a really good 10-step Quickstart Guide that you can read in about 10 minutes. It covers everything you need to know to start using PerfectForms and successfully design your first application. Over the years we've learned that many of you just don't like to read and that's ok too. You will find help buttons and links in the product.
If you don't have an account then sign-up for a 30 day free trial now, once you have an account established you will have access to the product and can start building applications.
The first page of the product you will see is the login screen. Enter your email, password and select Log in.
After you log in you will see three choices. If you haven't already read the quickstart guide you could now, otherwise, select Create a New Form.
This is the Form Builder, the destination for designing and developing the user interface. The Form Builder is divided into three distinct sections; the left panel with the toolbox objects, the middle canvas for designing and the right panel which displays the properties specific to any object selected on the middle canvas.
As an example, put your mouse curser on the first item (object) in the toolbox list (a text field), hold down the left mouse button and move it (drag it) to the canvas and release the left mouse button and a text field will be on the canvas in the location that you released the left mouse button. The text field will have a dotted line around it indicating it has been selected and the right panel will display the properties of the selected text field. You will see properties like font style, font size, bold, underlined and many more. There is more detail about this subject in our user guide.
Building your first application
There really are two different approaches you could use to build your first application with PerfectForms: use one of the samples we have as a template or you could start with a blank canvas. We recommend grabbing a sample that has a design that you like, import it(or grab it from the library in the product) and modify it. If you can't find just the right one then give us a call at (866)900-8588 or send us a request, maybe we've got something that would work better for your application.
You'll be building the application in the Form Builder. There are three design views and a preview capability. The three design views are Layout, Behaviors and Workflow. All three views are similar in that the Toolbox objects are on the left side panel, the design canvas is in the middle and the Properties of the selected object are on the right side panel.
A good description, with images, of creating a full application is here.
Integrating your application with existing systems
There are a number of different integration options available with PerfectForms. We typically see customers using PerfectForms with Directory Services (LDAP) and databases (Oracle, SQL server, MYSQL, Sybase). There is a wealth of information on integration and connections here.
If you have any questions most, if not all, of them are addressed in our documentation or forum. You can always call us at (866)900-8588 or contact us.