There are two general types of integration: Outbound and Inbound. Outbound integration is when a form initiates the connection to another system. Inbound integration is when another system wants to pass data to PerfectForms™. This topic covers outbound integration only. See the PerfectForms™ API topics in this guide for more information on inbound integration.
Note: For a demonstration of a database connection used in a form, see the Database Lookups Examples topic (available only in the online version of this help guide).
Listed below are several common outbound integration scenarios.
Background Lookup |
If a user selects a specific item from a list, for example, you may want the form to go retrieve data from a database and then populate that data into a field elsewhere on the form.
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Popup Lookups |
You may require your form to be able to extract data from a database or LDAP system. For example, a parts catalog is stored in an Oracle or SQL database and you want to allow the user to search that catalog and return the official part name, unit price and code back into the form.
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Writing to database tables |
PerfectForms™ can add information to a database table.
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Calling stored procedures |
PerfectForms™ can send information to a stored procedure.
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Directory Services (LDAP) |
PerfectForms™ treats LDAP like a database and is able to perform background and popup lookups. |
Web Services |
PerfectForms™ has the ability to pass data from the form to a Web Service. This is a good approach for developers as well as being the standard SOA type interface for many products such as SalesForce.com, SAP and more.
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Text/CSV
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PerfectForms™ has a connection type that allows a text (ASCII, delimited) file to be treated as a database.
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Updated: 06/12/2011
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