PerfectForms™ Help Guide Creating and Managing an Account Signing Up for an Account Changing or Resetting Your Password Editing My Personal Details Navigating PerfectForms™ Overview of PerfectForms™ Components The Home Page The PerfectForms™ Dashboard Form Designer Report Designer Logging In User Type Affects Navigation Options Getting Started Page Bypassing the Getting Started Page The Home Page Bypassing the Home Page Using the Dashboard Navigation Menu Notifications Tree View Forms Tree View Reports Tree View Edit Forms Tree View Importing a Form File (.PF) Using a Sample Application from the PerfectForms Web Site Importing a Form from the Forms Library Moving Forms Between Folders in the Tree Edit Reports Tree View Connections Tree View Users Tree View Account Tree View My Details License Information Account Settings Contacts Resources Adding an Account Resource > List Adding an Account Resource > E-mail Server Embedding the Dashboard into Any Web Page Accessing the Data History of a Form Instance Exporting Data History of a Form Instance Resizing the Dashboard Dashboard Options Reference Table Exiting PerfectForms Accessibility and JAWS Compatibility Designing a Form Creating a New Form Editing an Existing Form Importing a Form File Importing a Form from the Forms Library Form Designer Overview Toolbox and Browser Bar Form Canvas Properties Bar Form Builder Menu Options Form Designer Help Links and Help Center Laying Out a Form Applying or Resetting a Theme Modifying Form Styles Changing a Form Size Setting the Form Instance Name Show Locking Information for a Locked Form Adding a Page Setting a Page Background Changing Page Order Renaming a Page Unloading or Reloading a Page Deleting a Page Adding a Page Border Adding Objects to your Form Labeling an Object Adding a Drop-down Adding Checkboxes Adding a Picture or Graphic Adding Radio Buttons Adding a Print Button Adding a Submit Button Using a Submit Button Object as a Save Button Adding Image Acquisition Capabilities Layout Toolbox Reference Managing Object Properties Setting the Form Instance Name Setting or Modifying Tab Order and Tab Stops Validating Data Entry Modifying Common Properties of Multiple Objects Applying or Resetting a Theme Mandatory Answer Property Selecting a State Working with Tables Adding a Table Printing Table Contents Managing Table Properties Working with Columns Performing Row Calculations Performing Column Calculations Using the Set Table Rows Behavior Command Using a Table to Manage Child Forms Aligning, Spacing and Layering Objects Selecting Multiple Objects Aligning Objects Aligning with Snap to Grid Aligning with Snap to Text Neighbor Moving Objects a Pixel at a Time Grouping Objects Together Grouping Radio Buttons Grouping Checkboxes Adding Behaviors How Behaviors Are Triggered Adding Behaviors to a Form or Form Object Adding Behaviors to a Workflow Path Checking for Mandatory Fields Checking for Mandatory Fields on Multi-Page Forms Calculations and Setting Field Values Simple Branch or Multiple Branch Connect Commands and Integration Calling JavaScript from a Form When Not to Use Behaviors Do Not Manage Field State with Behaviors Do Not Manage Object Properties with Behaviors Do Not Overuse Branch Commands Do Not Attempt to Manage Workflow with Behaviors Behaviors Toolbox Reference Adding Workflow Planning Your Workflow Drafting the Workflow Form Layout and Workflow Needs The Workflow Diagram Workflow Roles Adding a Role Mapping Roles Understanding Default Person Options Workflow Stages Adding a Workflow Stage Default Stage Closed Stages Workflow Paths Adding a Path Between Stages Path Styles Workflow Path Conditions Simple Conditions on a Path Advanced Conditions Workflow Toolbox Reference Setting Notifications, Reminders, Escalations Adding a Notify Behavior to a Path Notify Command - General Tab Notify Command - Person Tab Notify Command - Time Tab Notify Command - Cancellation Tab Notify Command - Message Tab Notify Command - Email Tab Dashboard or E-mail Notifications No Attention Needed Requiring Login from Notification Link Notifying Multiple E-mail Addresses Stored in a Table Object Limiting User Access to Form Fields Planning Your Field State Strategy Explanation of State Priority Sequence of Events for Field States Understanding the Default State Showing Field State Markers Overview of Field State Scenarios All Stages, All Roles Setting a State for One Role Across All Stages Setting a State for All Roles in a Specific Stage Setting a State for One Role in a Specific Stage Setting a Series of States on a Form Object Setting State on a Group Object Resetting Field States Loading the Object States Overview Marking as Mandatory Overriding Persisted Field State Using the Formula and Condition Editor Formulas Numeric Calculations Text Calculations Date and Time Calculations Special Fields and Properties Helper Fields as Variables Working with Tables Working with List Values Conditions Operators Functions Linking Forms and Using Parent-Child Relationships Linked Forms vs. Parent-Child Forms Parent and Child Forms Interactive Example Form Instance IDs Parent Instance IDs Getting at the Form Instance ID or Parent Instance ID Instance ID is Not the Instance Number Creating and Managing Child Instances Show Form Button Setting Up Custom Parameters Show Form Behavior Command Creating Multiple Child Instances Submitting Parent and Child Instances Finding and Viewing Related Forms Instances Reading and Writing Data Between Form Instances Passing Data to Forms by Querystring Interactive Example Previewing a Form Saving and Closing a Form Publishing and Deploying Your Form Testing Your Form Using Draft Instances Providing Users with a Link to Your Published Form Embedding a Form into a Web Page or E-mail Message Passing Data from a Web Page into a New Form Instance (External Callback) Using the API Reference Text Preloading the PerfectForms™ Player Granting Form Permissions Allowing Others to Edit Your Form Migrating Form or Report Ownership to Another User Allowing Access to All Form Instances (for Process Owners) Working with Versions Reverting to a Previous Version of the Form Mapping Form Instances to Another Version of the Form Deleting all Form Data and Earlier Versions Editing Form Properties on the Dashboard Accessing the Data History of a Form Instance Exporting a Form and Form Data Interactive Examples and Sample Forms Date and Time Calculations Example Parent and Child Forms Example Timer Object Example Mandatory Field Checking and Field States Example Allowing a Form User to Save Then Submit Later Tab Order Management Example Radio Buttons and Checkboxes Example Passing Data to Forms by Querystring Example Form Builder Reference Browser Bar Reference Layout Toolbox Reference Layout Objects Properties Bars Reference Form Properties Page Properties Text Properties Picture Properties Button Properties Submit Button Properties Page Button Properties Group Properties Text Input Properties Multiline Text Input Properties Numeric Input Properties Date Input Properties Time Input Properties Date Calendar Properties Checkbox Group Properties Checkbox Properties Radio Button Group Properties Radio Button Properties Drop-down Properties List Properties Bullet Text Properties Vertical Separator Properties Horizontal Separator Properties Sound Properties Movie Properties Link Properties Progress Bar Properties Timer Properties Print Button Properties Captcha Properties Mask Text Input Properties Numeric Stepper Properties Password Input Properties File Attachment Properties Image Import Properties Vertical Slider Properties Horizontal Slider Properties Table Properties Ranking Properties Show Form Button Properties Show Report Button Properties Behaviors Toolbox Reference Behaviors Properties Bars Reference Start Properties Exit Properties Simple Branch Properties Multiple Branch Properties Connector Properties Run Behavior Properties Comment Properties Submit Data Properties Close Properties Show Message Properties Show Page Properties Show URL Properties Cancel Submission Properties Print Properties Set Field Properties Copy Fields Properties Set Property Properties Show Properties Set State Properties Check Mandatory Properties Set Selection Items Properties Start/Stop Properties Set Table Rows Properties Notify Properties Set Next Stage Properties Cancel Notify Properties Connect Properties Connect and Search Properties Transaction Properties Show Form Properties Show Report Properties Get Field from Other Instance Properties Set Field in Other Instance Properties Call JavaScript Properties Workflow Toolbox Reference Workflow Properties Bars Reference Stage Properties Comment Properties Workflow Properties Path Properties Form Builder Menu Options Reference Functions Reference Table Filling in Forms Filling in and Submitting a Form Viewing Form Instances After Submission Printing a Form Instance Requiring Login from Notification Link Designing a Report Report Designer Overview Report Toolbox and Browser Bar Report Canvas Properties Bar Help Icons and Help Center Creating a New Report Report Permissions Changing the Report Size Adding a Datasource Reporting on Table Data Including Form Meta Data Adding Objects to Your Report Adding a Heading Adding a Pie, Bar or Line Chart Adding a Picture Adding a Page Adding Page Navigation Adding a Data List or Data Grid Exporting Data From a Data List or Grid Adding a Gauge Setting up Drill Down and Filtering Adding a Filter Selector Adding a Filter Input Clear Filter Button Object Creating a Reporting Portal Adding Behaviors to Reports Adding a Print Button Deploying Your Report Previewing Your Report Exporting or Importing a Report Deleting a Report Report Designer Reference Reporting Object Reference Report Properties Administering and Integrating PerfectForms™ Administering Users, Groups and Positions Creating a New User Inactivating or Suspending a User Account Creating a User Group Creating a Position Unblocking a User Resetting a Password Administering Account Settings Public User Sign-Up License Information Contacts Changing the Account Administrator Setting Up Single Sign On on a User Account Administering Connections and Integration Steps to Integrating Your Forms Typical Outbound Integration Scenarios The Connection Agent System Requirements Pre-Installation Step: Installing Tomcat Installing the Connection Agent Updating the Connection Agent (Reinstalling) Security Connection Agent Configuration Editor Installing the Connection Agent Editor Using the Connection Agent Editor Config File Log In Parameters Access Statement Datasources Exposing a Database Connection Agent Troubleshooting Creating PerfectForms™ Connections Editing Connections - Special Consideration Database Connections Directory Services (LDAP) Connections Web Services Connections Forms Connections Text/CSV Database Connection Permissions Migrating and Importing a Connection Defining Connection Actions Form Connection Action Types Directory Services (LDAP) Connections Action Types Database Connections Action Types Web Service Connection Actions Calling the Connection from a Form Setting Up a Background Lookup Using a Connect Command Setting Up Popup Lookups Database Transactions Connection Error Handling Using Single Sign On Installing the SSO Gateway Setting Up Single Sign On on a User Account Troubleshooting Single Sign On Embedding the Dashboard into Any Web Page Passing Data from a Web Page into a New Form Instance (External Callback) Setting Up the Application Programming Interface (API) Preparation Setting Up API Account Access Setting Up API User Access Authentication and Logging In API Security Storing Form Instance IDs Data Validation Responsibilities Republishing a Form Changes the Web Service Link API-related Naming Constraints on Form Objects API Methods Add Delete Edit GetList Login View AccountSignUp PutAsset GetNotificationsList Building a Sample Project Setting Up a Test Form Form Specific WSDL Creating Your Project Logging In Setting Up a Simple Test Form Instances List Interactive Examples and Sample Forms Database Lookups Examples Web Service Example Using the Data Export Scheduler Installing the Data Export Scheduler Service Configuring the Data Export Scheduler Service Setting Up a Scheduled Export PerfectForms™ On Premise Installing PerfectForms™ On Premise Client Side Requirements Server Side System Requirements Server Side Hardware Requirements Disk Storage and RAID Levels Performance Guidelines Basic System Typical Two Server System Load Balanced System Database Configurations Installation Procedure Preparing for the Installation Running the Installation Testing the Installation Optional Troubleshooting: Verify IIS Setup Application Reinstall and Database Restore Administering PerfectForms™ On Premise Logging into the On Premise Administration Console Administration Console Overview Accounts Reset or Resend a On Premise User‘s Password Undelete a User, Form or Report Viewing Account Usage Information Viewing Contact Information for an Account Viewing a List of Forms for an Account Viewing a List of Reports for an Account Viewing and Setting Up Account Logs Packages Creating a Package Deleting a Package Messages Documents Creating a New Default Form Creating a New Library Form Linking to a Library Form Exporting a Library Form Enabling the Forms Library Updating Form Design of a Library Form or Sample Form Settings Setting the Application Root URL Updating the System E-mail Server Configuration Customizing the Help URL and Purchase URL Customizing the Account Sign-Up Page Enabling the Forms Library Enabling the Help Center Customizing the PerfectForms™ Application Customizing the Account Sign-up Page and E-mail Notification Links 2 Customizing the Help URL and Purchase URL Customizing System Messages Removing the PerfectForms Logo Displaying a Custom Logo on the User Interface System Messages and Error Codes Reference Error Codes Reference