| The following key features are already in PerfectForms. Keep any eye on this page as we are adding new features at a fast and furious pace. Whether Forms, Workflow, Web Applications, Surveys or Business Process Management, PerfectForms has a wide range of features to meet your needs. |
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GENERAL |
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WYSIWYG |
Pixel perfect layout, no HTML, web technical or programming knowledge required. |
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Browser & Platform
Independent |
Runs on almost any browser under Mac, PC, Linux, Windows. |
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Embeddable Forms & Reports |
Forms and reports are easily embedded in any web page just by copying and pasting a simple piece of HTML provided by PerfectForms for each individual form. |
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FORM DESIGN |
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'Common' Objects |
Text, Small Text, Large Heading, Medium Heading, Small Heading, Picture, Button, Page Button, Object Groups Text Input, Multi line Text Input, Numeric Input, Date Input, Time Input, Checkboxes, Radio Buttons, Drop-Down Lists. |
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'Advanced' Objects |
Bullet Points, Vertical & Horizontal Separators, Sound, Movie Clips, URL Link Text, Progress Bar, Timer Masked Text Entry, Numeric Stepper, Password Input, File Attachment, In Form Image Display, Sliding Scale Input, Table Based Data Entry, Item Ranking. |
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Snap-to-Grid |
Size settable, grid can be switched on and off. |
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Snap Text to Neighbor |
Automatically aligns a text field to the center of the edge of an input field. |
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State Markers |
Shows the User in the layout whether a field is visible, hidden, read-only and mandatory. |
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Alignment |
Align left, right, top, bottom, middle, center. |
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Distribute space between objects |
Vertical and horizontal space distribution. |
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Copy & Paste |
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Undo, Redo |
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Layers |
Objects can be placed in front or behind each other with any number of layers supported. |
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Multi-Page |
Forms can have any number of pages. |
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Multi-media support |
Forms can contain images, sound and movie clips. |
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Themes |
Forms are theme driven. Changing a theme item will change all objects that use that item. |
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Property Bar |
Form, Page and Objects are all controlled by a very comprehensive array of properties. |
| FORM INTELLIGENCE | |
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No Coding, Scripting, Programming |
PerfectForms Intelligence is done purely visually. |
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Flowchart intelligence |
All intelligence and dynamic behavior is done by building a flowchart. |
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Typical Uses |
Calculations, validations, conditional skipping of questions and pages, conditional showing and hiding of objects, web service integration with other products and systems and much more. |
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General Commands |
True/False Branch, Complex Branch, Call Behavior, Comment, Start, Exit. |
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Form Commands |
Submit Data, Close Form, Show Message, Go To Page, SHow URL, Cancel Submission. |
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Object Commands |
Set Field Values (calculations), Set Property, Show Object, Set State (visible, hidden, enabled, read-only), Check Obligatory, Set Selection Items in List, Set Player (media), Set Table Rows. |
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Workflow Commands |
Notify (includes reminders and escalation), Set Stage, Cancel Notifications. |
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Integration Commands |
Coming soon... |
| WORKFLOW | |
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No Coding, Scripting, Programming |
As with Behaviors, workflow is managed purely visually using a great drag-and-drop interface. |
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Stage Management |
By building the workflow diagram, you automatically create the workflow Stages. |
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Role Management |
You can also define the Roles of people accessing the Form. |
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Stage Changes |
Set condition by clicking on the diagram join lines and then using our great formula and condition editor. |
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Notifications |
Send out any number of notifications from a single stage change. |
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Reminders |
From the same place as the Notification setup, you can define any number of reminders. |
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Escalation |
For forms that are in danger of getting stuck, you can escalate to different people or positions within the organization. |
| REPORTING | |
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WYSIWYG |
Form building, intelligence, workflow and even reporting use the exact same drag-and-drop interface to lay out single or multi-page reports. |
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Multiple Data Sources |
One report can show data from one or more forms. |
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Pie, Bar and Line Charts |
Just drag any number of these reporting objects onto the report. |
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Gauges |
Display aggregated numeric data in a Gauge for more impact and dashboard style reports. |
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Data Lists |
Display selected fields from form responses in a data list. This can optionally drill down into an individual form. |
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Aggregated Data Grids |
Perform aggregated data analysis across your forms. |
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Crosstabs |
SImple 2-dimensional tables showing the distribution between any two fields in your form. |
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Drill-down |
This very powerful feature allows certain report objects to be clicked on. All other objects will then (optionally) update to reflect the selection made. |
| USER PORTAL FEATURES | |
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Complete a form |
Shows the logged on User a list of Forms they have permission to fill in. |
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Access Reports |
Lists all reports they have permission to view. |
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Notifications |
Shows a list of all outstanding. |
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View Form Instances |
Shows User a list, by form, of all instances they are involved in. |
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Dashboard |
Shows the User a graphical dashboard informing about which forms need attention. Color coded bar give more visual clues. User can drill down into forms to remove them from the list and dashboard. |
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Search |
Locate a Form Instance based by searching for its name or data contained within it. |
| ADMIN FEATURES | |
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User Management |
Add Users, Groups and Positions. |
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LDAP / Single Sign on |
Use Single sign-up with your existing system |
| INTEGRATION | |
Databases |
Perform Lookups and Writebacks with SQL Server, Oracle, MySQL, Sybase. |
LDAP / Directory Services |
Single sign-on, Lookups, Updates. Import and synchronization. |
Web Services |
Forms can communicate with other SOA or Web Services based systems. Bo coding approach using Behaviors. |
API |
Allows 3rd party systems to communicate with PerfectForms via elegant, WSDL driven API. Forms can be instantiated, updated, deleted. Workflow can be triggered. Data can be queried as with a regular SQL database. |

