Contents
Index
PerfectForms™ Tutorials
Layout Tutorial: Purchase Order Request
Create the New Form
Drag Text Objects onto the Form
Name the Form Objects
Formatting Options
Change the Form Size
Edit Other Object Properties
Group Objects Together
Add Images and Page Effects
Add a Table
Add Buttons
Add a Section Heading
Name the Page
Add Another Page
Copy and Paste Images
Add Radio Buttons to the Approvals Page
Copy and Paste Input Objects
Add Navigation Buttons
Naming Form Instances
Behaviors Tutorial: Purchase Order Request
Set up: Loading the Sample Tutorial Form
Add Mandatory Field Checking
Add a Calculation to the Table
Preview the Form to Check Behaviors
Apply a Behavior to Multiple Events
Require Fields Based on Conditions
Save and Preview the Form
Workflow Tutorial: Purchase Order Request
Set up: Loading the Sample Tutorial Form
Open the Form in Workflow View
Define the Workflow Stages
Join the Stages
Name the Paths
Define the Path Conditions
Define Advanced Path Conditions
Create and Define the Roles
Notifications Based on Workflow Paths
Notification: Request Received
Set Up Reminders
Notification: Request Approved
Notification: Request Rejected
Notification: Request Waiting for Review
Stage and Field State Tutorial: Purchase Order Request
Set up: Loading the Sample Tutorial Form
Turn on Field State Markers
Set Initial Input Fields to Read-Only
New Application Stage
Manage Table Object States
Show Buttons Depending on Stage
Manage Access to the Approvals Page
Testing with Various Stage/Role Combinations
Reporting Tutorial: Purchase Order Request
Set up: Loading the Sample Tutorial Form
Create the New Report
Attach a Datasource
Select Report Data
Add a Bar Chart
Add a Pie Chart
Add a Data List
Set Up Filters
Include Table Data
Add a Gauge
Add a Calculation
Add a Filter for the Gauge
Save and Preview the Report