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popid_957229998="<p class=\"p_glossaryterm\"><span class=\"f_glossaryterm\">Draft mode allows you to test a form fully by creating draft instances. Use draft mode on a new form, or a new version of a published form, that has been created but not yet published. Draft instances do not affect any existing reports and can be deleted once they are no longer required.<\/span><\/p>\n\r"
popid_1285517537X="<p><span class=\"f_glossaryterm\">Advanced Input Objects collect data, such as text input boxes, check boxes, radio buttons, drop-down list boxes, file, tables, sliders and more.<\/span><\/p>\n\r"
popid_442262809X="<p><span class=\"f_glossaryterm\">Advanced Visual Objects do not collect data, such as text headings, group boxes, bullet text, separators and more. Use these objects to visually organize your form.<\/span><\/p>\n\r"
popid_433153942X="<p><span class=\"f_glossaryterm\">When a form runs, it first looks at the settings for All Stages and All Roles. These are effectively the default field states but they can be overridden if other state settings are made later.<\/span><\/p>\n\r"
popid_1334539838="<p><span class=\"f_glossaryterm\">An asset is a multimedia (picture, movie, or sound) files that you add to a form are called form assets.<\/span><\/p>\n\r"
popid_293143415="<p><span class=\"f_glossaryterm\">The attention level determines what the notified user will see in the Attention Needed graph of their dashboard.<\/span><\/p>\n\r"
popid_2016287877X="<p><span class=\"f_glossaryterm\">A lookup requests data from a database or LDAP connection and automatically retrieves data from a specified datasource without any interaction expected from the user.<\/span><\/p>\n\r"
popid_1531138041X="<p><span class=\"f_glossaryterm\">Basic users are able to create new form instances, search for form instances they\'re involved in and are able to receive notifications of form instances that require the user\'s attention. Basic users can also be given access to the Offline Form Manager application.<\/span><\/p>\n\r"
popid_607807296X="<p><span class=\"f_glossaryterm\">Behaviors allow the form designer to add intelligence to the form without any coding. Some typical behaviors include: &nbsp;calculations, &nbsp;jumping from one page to another based on user interaction with the form, showing, hiding or making fields read-only, and sending form data to other databases and systems.<\/span><\/p>\n\r"
popid_2132790802="<p><span class=\"f_glossaryterm\">A behavior command is a behavior object available from the Behaviors view Toolbox in Form Designer. Drag a behavior command onto the canvas to build behavior logic.<\/span><\/p>\n\r"
popid_588441999X="<p><span class=\"f_glossaryterm\">A behavior event is associated with a form or report object in the Layout view. Behavior events occur on the form and actually trigger any associated behavior commands to run. Example events include: open form, button is pressed.<\/span><\/p>\n\r"
popid_1499629460="<p><span class=\"f_glossaryterm\">The Browser provides an overview of form components: &nbsp;pages, form fields and objects, image and media assets, roles and field access. <\/span><\/p>\n\r"
popid_1519136613X="<p><span class=\"f_glossaryterm\">A calculation is a type of behavior that runs based on some event occurrence on a form or report object. It is a mathematical equation created in the Formula and Conditions Editor on the Properties bar.<\/span><\/p>\n\r"
popid_2026579865="<p><span class=\"f_glossaryterm\">Specifies a condition for when a notification should be removed from the Dashboard view. <\/span><\/p>\n\r"
popid_1782749770="<p><span class=\"f_glossaryterm\">The canvas is the central frame of the Form Designer and is also known as the layout area. Depending on the view (Layout, Behaviors, Workflow), the canvas may contain the layout of the form, the workflow diagram for the form, or a behavior sequence associated with an event on the form. <\/span><\/p>\n\r"
popid_1871200677X="<p><span class=\"f_glossaryterm\">Check boxes present either an individual choice (single check box) or multiple choices (group of check boxes). They should be used to toggle an option on or off or to select or deselect an item.<\/span><\/p>\n\r"
popid_1880361480X="<p><span class=\"f_glossaryterm\">Parent-Child Forms refers to relationships between form instances using the instance ID. A parent form instance creates one or more child instances that are directly related to it. An example would be a form that contains a table with associated records. Each row in the table of the parent form could be set up to be created as a separate child instance. This would be useful if you wanted to report on the data contained in the rows.<\/span><\/p>\n\r"
popid_819442029X="<p><span class=\"f_glossaryterm\">Stage is an end state at which point outstanding notifications are cleared and the workflow is considered complete. You can have multiple closed stages in a workflow.<\/span><\/p>\n\r"
popid_342670026X="<p><span class=\"f_glossaryterm\">Common Input Objects collect data, such as text input boxes, check boxes, radio buttons, drop-down list boxes, file, tables, sliders and more.<\/span><\/p>\n\r<p><span style=\"color: #000000;\">&nbsp;<\/span><\/p>\n\r"
popid_1445474500="<p><span class=\"f_glossaryterm\">Common Visual Objects do not collect data, such as text headings, group boxes, bullet text, separators and more. Use these objects to visually organize your form.<\/span><\/p>\n\r"
popid_362495264="<p><span class=\"f_glossaryterm\">The Formula and Conditions Editor is often used to create a calculation based on the values of one or more form fields or to otherwise create conditions for a field or behavior.<\/span><\/p>\n\r"
popid_2053563572X="<p><span class=\"f_glossaryterm\">The connection agent can be thought of as the gatekeeper to your databases and LDAP systems as far as exposing data to PerfectForms™.<\/span><\/p>\n\r"
popid_730269015="<p><span class=\"f_glossaryterm\">A connection is defined by an administrator on the PerfectForms™ system. A connection refers to a specific database, LDAP system, Web service, form, PDF or Excel document. A database connection defines a single connection to a single database. <\/span><\/p>\n\r"
popid_1080914710X="<p class=\"p_glossaryterm\"><span class=\"f_glossaryterm\">The Connections Dashboard enables administrators to define connections to specific databases, LDAP systems, Web services, forms, and PDF or Excel documents. The Connections Dashboard is also where the associated actions for each connection are defined.<\/span><\/p>\n\r"
popid_343414358X="<p><span class=\"f_glossaryterm\">Dashboards allow you to view forms, view notifications, run reports or design forms and much more, depending on your account access privileges. Beyond the account settings options, Dashboards are not customizable.<\/span><\/p>\n\r"
popid_636604619="<p><span class=\"f_glossaryterm\">Provides a path to the reporting or connection data.<\/span><\/p>\n\r"
popid_554621219="<p><span class=\"f_glossaryterm\">Provides a path to the reporting or connection data. Setting a report datasource is a requirement for any report. A single report can use one or more datasources. The datasource is a form within your account. <\/span><\/p>\n\r"
popid_170002168X="<p><span class=\"f_glossaryterm\">The stage representing when a new instance is first created. Only one default stage allowed per workflow.<\/span><\/p>\n\r<p style=\"line-height: 1.15; margin: 0px 0px 13px 0px;\"><span style=\"color: #000000;\">&nbsp;<\/span><\/p>\n\r"
popid_1511276985="<p class=\"p_glossaryterm\"><span class=\"f_glossaryterm\">Draft mode allows you to test a form fully by creating draft instances. Use draft mode on a new form, or a new version of a published form, that has been created but not yet published. Draft instances do not affect any existing reports and can be deleted once they are no longer required.<\/span><\/p>\n\r"
popid_903404414="<p><span class=\"f_glossaryterm\">Interacts with reporting filters to provide details on report data.<\/span><\/p>\n\r"
popid_1588046565X="<p><span class=\"f_glossaryterm\">Escalations can be timed to be sent to different roles if the primary user fails to respond.<\/span><\/p>\n\r"
popid_1348428064="<p><span class=\"f_glossaryterm\">An event on the form that can prompt a set of behaviors to run behind the scenes. <\/span><\/p>\n\r"
popid_1576789799X="<p><span class=\"f_glossaryterm\">There may be groups of fields that are used by different roles. Field access controls the permissions of users to access only the fields and options necessary for their roles in the workflow.<\/span><\/p>\n\r<p><span style=\"color: #000000;\">&nbsp;<\/span><\/p>\n\r"
popid_772846244X="<p><span class=\"f_glossaryterm\">Field state controls the way a field or object is presented to the user. Default, Read-only, Hidden and Disabled are options for the state. In addition to these states, a field may be marked Obligatory.<\/span><\/p>\n\r"
popid_2044004330X="<p><span class=\"f_glossaryterm\">A data selection object that allows the person viewing the report to search for data.<\/span><\/p>\n\r"
popid_1902211534="<p><span class=\"f_glossaryterm\">The Form Designer is the interface in which you design and build your form. It allows three views: &nbsp;Layout view, Behavior view and Workflow view.<\/span><\/p>\n\r"
popid_585456500="<p><span class=\"f_glossaryterm\">The completed form a user submits. An instance is one data record for a form. <\/span><\/p>\n\r"
popid_965583416X="<p><span class=\"f_glossaryterm\">Uniquely identifies any form instance within PerfectForms™. Every form instance has a form instance ID, which is created even when a new, empty form is opened.<\/span><\/p>\n\r"
popid_1343052208="<p><span class=\"f_glossaryterm\">The name assigned to that form in the Form Properties. Allows each individual form response to be identified uniquely and monitored throughout the system.<\/span><\/p>\n\r"
popid_880806914="<p><span class=\"f_glossaryterm\">The instance number is a form-specific sequential number that starts at 1 and is automatically incremented for each newly submitted form instance. The instance number is unique only to the form, but an instance ID is unique across the system.<\/span><\/p>\n\r"
popid_593612788X="<p class=\"p_glossaryterm\"><span class=\"f_glossaryterm\">The Form Library contains form templates that you can import into your Private Forms folder. You can browse descriptions of the form and its pages and view thumbnail images of the pages. <\/span><\/p>\n\r"
popid_4369038="<p><span class=\"f_glossaryterm\">Provides the interface for user interaction. Users can input data, trigger actions, make selections, and obtain information from the objects placed on a form.<\/span><\/p>\n\r<p style=\"line-height: 1.15; margin: 0px 0px 13px 0px;\"><span style=\"color: #000000;\">&nbsp;<\/span><\/p>\n\r"
popid_884225432X="<p><span style=\"font-family: \'Calibri\';\">The Forms Dashboard allows you to view form instances you are involved with and design or edit forms for which you have edit permissions.<\/span><\/p>\n\r"
popid_1786688562="<p><span class=\"f_glossaryterm\">The Formula and Conditions Editor is often used to create a calculation based on the values of one or more form fields or to otherwise create conditions for a field or behavior.<\/span><\/p>\n\r"
popid_1060322579="<p><span class=\"f_glossaryterm\">A full user can access the same features as the basic user, to manage forms and reports (provided these specific rights are assigned) as well as configure users and groups, connections and general account settings. Full users can also be given access to the Offline Form Manager application.<\/span><\/p>\n\r"
popid_1008765834X="<p><span class=\"f_glossaryterm\">A function is used to build logical conditions or calculations in the Formula and Conditions Editor. Examples include: Add, Average, Sum, Maximum, Minimum and more.<\/span><\/p>\n\r"
popid_1354966425="<p><span class=\"f_glossaryterm\">A group object can be used to visually indicate relationships between user controls (check boxes, radio buttons, text input, labels, etc). You can move the group collectively and modify group properties.<\/span><\/p>\n\r<p style=\"line-height: 1.15; margin: 0px 0px 13px 0px;\"><span style=\"color: #000000;\">&nbsp;<\/span><\/p>\n\r"
popid_1854803703X="<p class=\"p_glossaryterm\"><span class=\"f_glossaryterm\">A helper field is a field that is often hidden and is used to store data for later retrieval.<\/span><\/p>\n\r"
popid_1342385394="<p><span class=\"f_glossaryterm\">There are two general types of integration. Outbound integration is when a form initiates the connection to another system. Inbound integration is when another system wants to pass data to PerfectForms™.<\/span><\/p>\n\r"
popid_1188279044X="<p><span class=\"f_glossaryterm\">The visual appearance of the form. The layout view allows you to add, change or remove visual components of the form.<\/span><\/p>\n\r"
popid_1230624804X="<p class=\"p_glossaryterm\"><span class=\"f_glossaryterm\">A limited user can not log into the PerfectForms™ application. Limited users can only access PerfectForms™ from links in system-generated e-mails, from other public links or through the Offline Form Manager. While you are not able to log in to the application as a limited user, you can be assigned to user-groups and positions and can also receive notifications.<\/span><\/p>\n\r<p class=\"p_glossaryterm\"><span class=\"f_glossaryterm\">&nbsp;<\/span><\/p>\n\r<hr noshade size=1 style=\"color : #808080\"><p class=\"p_glossaryterm\" style=\"margin: 0px 0px 0px 9px;\"><span class=\"f_glossaryterm\">Note: This type of user role does not count against the total user count (either basic or full) allowed for your account.<\/span><\/p>\n\r<hr noshade size=1 style=\"color : #808080\">"
popid_59703306="<p><span class=\"f_glossaryterm\">A list box is used to display a list of choices for the user that are always visible.<\/span><\/p>\n\r<p style=\"line-height: 1.15; margin: 0px 0px 13px 0px;\"><span style=\"color: #000000;\">&nbsp;<\/span><\/p>\n\r"
popid_391701043="<p><span class=\"f_glossaryterm\">Checks that certain fields have been answered. Specify mandatory fields in the object properties or through the Check Mandatory behavior command.<\/span><\/p>\n\r"
popid_1547810184X="<p><span class=\"f_glossaryterm\">Meta data is information for a form instance that can be reported on or otherwise used in reporting and form layout. Examples include: &nbsp;Current Time, Current Date, Form Instance ID, and User information.<\/span><\/p>\n\r"
popid_386024373="<p><span class=\"f_glossaryterm\">This behavior command provides advanced options for a conditional behavior. It is the advanced version of the Simple Branch command.<\/span><\/p>\n\r"
popid_1306631045="<p><span class=\"f_glossaryterm\">Notifications can be sent to stakeholders identified in the workflow to alert them to action needed or other key stages of the workflow. Notifications are created through the use of behaviors.<\/span><\/p>\n\r"
popid_1078884821="<p><span style=\"font-family: \'Calibri\';\">The Notifications Dashboard presents all notifications that involve you. <\/span><\/p>\n\r"
popid_1144359599="<p><span class=\"f_glossaryterm\">Name is a property set on the object Properties bar. Name all form objects so that they are easily identifiable during the Behaviors and Workflow portions of the form creation process.<\/span><\/p>\n\r"
popid_310354764X="<p class=\"p_glossaryterm\"><span class=\"f_glossaryterm\">The PerfectForms™ Offline Form Manager enables users to create and manage form instances without the need for an Internet connection. This option can be turned on for Full Users, Basic Users, and Limited Users as well. <\/span><\/p>\n\r"
popid_1292985730X="<p><span class=\"f_glossaryterm\">An operator is a standard mathematical operator ( + - * \/ ) that is available in the Formula and Conditions Editor, usually used to create a calculation based on the values of one or more form fields.<\/span><\/p>\n\r"
popid_2023121311="<p style=\"line-height: 1.15; margin: 0px 0px 13px 0px;\"><span class=\"f_glossaryterm\">When a form instance creates other instances that are subordinate to it. When a parent form creates a child form, the parent instance ID is passed to the child and is stored there as a property. <\/span><\/p>\n\r"
popid_1080690598="<p><span class=\"f_glossaryterm\">The parent form instance creates one or more child instances that are directly related to it. <\/span><\/p>\n\r"
popid_866751465X="<p style=\"line-height: 1.15; margin: 0px 0px 13px 0px;\"><span class=\"f_glossaryterm\">The join lines between workflow stages or behavior commands.<\/span><\/p>\n\r"
popid_224005892X="<p class=\"p_glossaryterm\"><span class=\"f_glossaryterm\">PerfectForms™ On-Demand refers to the PerfectForms™ application that is hosted on <a href=\"http:\/\/www.perfectforms.com\" target=\"_blank\" class=\"weblink\">www.perfectforms.com<\/a>. With PerfectForms™ On-Demand, there is no workflow software or hardware to maintain; no upfront capital investment and it includes secure 24\/7 monitoring and backup.<\/span><\/p>\n\r"
popid_610668648X="<p class=\"p_glossaryterm\"><span class=\"f_glossaryterm\">PerfectForms™ On-Premise is a version of PerfectForms™ that can be installed locally on your own network. On-Premise is a licensed business applications platform that enables a business to develop Software-as-a-Service (SaaS) applications in their own IT hosting environment (private cloud) behind the firewall.<\/span><\/p>\n\r"
popid_1834104142X="<p style=\"line-height: 1.15; margin: 0px 0px 13px 0px;\"><span class=\"f_glossaryterm\">Setting permissions allows the form designer to grant or deny access to forms in various ways including view, edit, publish, report, full control.<\/span><\/p>\n\r"
popid_1962166165="<p><span class=\"f_glossaryterm\">Popup lookups request data from a database and provide a dialog that allows a user to search the returned data in a table format.<\/span><\/p>\n\r<p><span style=\"color: #000000;\">&nbsp;<\/span><\/p>\n\r"
popid_54870741X="<p><span class=\"f_glossaryterm\">Created from the Settings Dashboard, positions can be placeholders for specific users within the system and belong to the organization at large, not to a specific workflow or form.<\/span><\/p>\n\r"
popid_1904408950X="<p><span class=\"f_glossaryterm\">On the Form menu, choose preview to view your form and see how the behaviors will work when it is published.<\/span><\/p>\n\r"
popid_506980041X="<p class=\"p_glossaryterm\"><span class=\"f_glossaryterm\">The Private Forms folder of the Edit Forms tree contains forms for which you are the owner.<\/span><\/p>\n\r"
popid_100233377X="<p><span class=\"f_glossaryterm\">Contains the editable properties (name, appearance) for the selected form, object, workflow, behavior or other component.<\/span><\/p>\n\r<p style=\"line-height: 1.15; margin: 0px 0px 13px 0px;\"><span style=\"color: #000000;\">&nbsp;<\/span><\/p>\n\r"
popid_1474434507X="<p><span class=\"f_glossaryterm\">Refers to the final step in deploying your finished form.<\/span><\/p>\n\r"
popid_1108104694="<p><span class=\"f_glossaryterm\">Radio buttons are used to indicate a single choice from a group of related options.<\/span><\/p>\n\r"
popid_1550153540X="<p><span class=\"f_glossaryterm\">An additional notification sent to a stakeholder within a workflow. Reminders can be sent after a user-defined period to prompt a user to interact with the form. You can also define more than one reminder. <\/span><\/p>\n\r"
popid_1779673662="<p><span class=\"f_glossaryterm\">The Report Designer is the interface in which you design and build a report. Report Designer allows two views: &nbsp;Layout view and Behavior view.<\/span><\/p>\n\r"
popid_449132404="<p><span class=\"f_glossaryterm\">The Report Designer is the interface in which you design and build a report. Report Designer allows two views: &nbsp;Layout view and Behavior view.<\/span><\/p>\n\r"
popid_176515928="<p><span style=\"font-family: \'Calibri\';\">The Reports Dashboard allows viewing of reports and design or editing of reports for which you have edit permissions. <\/span><\/p>\n\r"
popid_866566912X="<p><span class=\"f_glossaryterm\">Roles correspond to stakeholders in the workflow process or form, not necessarily to specific users. Roles are assigned to users, user groups, positions or e-mail addresses and apply only to a specific form.<\/span><\/p>\n\r"
popid_1460412684="<p><span style=\"font-family: \'Calibri\';\">The Settings Dashboard allows you to create system resources (such as lists or e-mail servers), edit personal details for your account, change account settings and, if you have appropriate permissions, create and edit users, user-groups and positions. <\/span><\/p>\n\r"
popid_1317715743X="<p class=\"p_glossaryterm\"><span class=\"f_glossaryterm\">The Shared Forms folder in the Edit Forms tree contains forms for which the form owner has given you permissions (such as view, edit publish, etc.). When you expand the Shared Forms folder, a list of users who have shared forms with you is shown.<\/span><\/p>\n\r"
popid_808942691="<p><span class=\"f_glossaryterm\">This behavior command uses an IF condition that can have a maximum of two paths exiting it.<\/span><\/p>\n\r"
popid_1013297945="<p><span class=\"f_glossaryterm\">Special values that can be inserted into a formula.<\/span><\/p>\n\r<p><span style=\"color: #000000;\">&nbsp;<\/span><\/p>\n\r"
popid_1396124552="<p><span class=\"f_glossaryterm\">A logical state that a form instance can occupy during its lifetime.<\/span><\/p>\n\r"
popid_634203524X="<p><span class=\"f_glossaryterm\">A user or group of users identified as a participant in a workflow. Stakeholders are represented by roles in a workflow.<\/span><\/p>\n\r"
popid_649975671="<p><span class=\"f_glossaryterm\">Visual indicators of the way a field or object is presented to the user. Default, Read-only, Hidden, Disabled and Obligatory are options for the state.<\/span><\/p>\n\r"
popid_1396169143="<p><span class=\"f_glossaryterm\">Style properties control the appearance of the selected object. These style settings override any Theme settings set on the form for objects of this type. Style affects only the selected object.<\/span><\/p>\n\r<p>&nbsp;<\/p>\n\r"
popid_628275943X="<p><span class=\"f_glossaryterm\">This button object has submit behavior automatically associated with it. If you need to perform required field checking on submission, do not use this object. Use the generic button object instead.<\/span><\/p>\n\r"
popid_511434884X="<p><span class=\"f_glossaryterm\">A table organizes related information into a series of rows and columns. You can define a column to contain different user control objects (e.g. text input, button, check box and drop-down).<\/span><\/p>\n\r"
popid_1398596923="<p><span class=\"f_glossaryterm\">Sets the default appearance for object types across the form. To set the appearance of one specific object on your form, use the object\'s Style properties. This section is only presented when a form object is selected.<\/span><\/p>\n\r"
popid_1498561865="<p><span class=\"f_glossaryterm\">Contains the objects (fields, buttons, text, stages, behavior commands) that will comprise your form. Drag and drop form objects from the Toolbox on to the layout, behavior or workflow drawing area of the Form Designer.<\/span><\/p>\n\r"
popid_866321283X="<p><span class=\"f_glossaryterm\">User is any user of PerfectForms™ including the person submitting the form, the person designing the form and the person configuring it on the backend.<\/span><\/p>\n\r"
popid_425311087="<p class=\"p_glossaryterm\"><span class=\"f_glossaryterm\">A user-group is a collection of users into a single group. If a group of users can handle a certain aspect of the workflow or should receive the same notification, then a user group should be created and users should be assigned to that group. Assigning roles to user groups is an effective way to mitigate future workflow maintenance. <\/span><\/p>\n\r"
popid_202872470X="<p><span class=\"f_glossaryterm\">Version refers to the version of the form or report. Forms and reports can be rolled back to previous versions using the Version drop-down on the Forms Dashboard. <\/span><\/p>\n\r"
popid_136383503X="<p><span class=\"f_glossaryterm\">Workflow represents the intelligent routing of a form instance among different users or groups. You can manage notifications, reminders and escalations though the workflow.<\/span><\/p>\n\r"
popid_919401329X="<p><span class=\"f_glossaryterm\">The workflow diagram is used by the form designer to visually represent the various stages of the workflow process. Also allows you to embed conditions for notifications and moving through the form life cycle.<\/span><\/p>\n\r"