Training Videos

With the workflow software training videos, you can learn to:

  • Navigate the PerfectForms Dashboard
  • Plan your process
  • Build forms
  • Add workflow rules
  • Add intelligent, dynamic behaviors
  • Set notifications, reminders and escalations in your process
  • Manage access rights for different users at different stages of your process
  • Build reports
  • Create connections
  • Work with tables

After completing the training, you will have all the necessary tools to design, build, test and deploy your applications. If you need any additional assistance, please email us at training@perfectforms.com.

Basic Training Topics

Training Video

Description


Provides an overview of the main component, PerfectForms Dashboard, which helps you manage your notifications, form instances and reports based on the privileges of a Basic user


Provides an overview of the main component, PerfectForms Dashboard, which helps you manage your notifications, forms, form instances and reports based on the privileges of a Full user


Covers the basic steps of process planning that you should perform before you get started building your application


Form Layout
(21 min)

Learn how to design, layout, and add unique form objects that enable data collection and decision making


Workflow
(13 min)

Covers how to build a workflow by logical stages, add and map roles, and establish conditions to drive the workflow process


Behaviors
(13 min)

Demonstrates how to add intelligence to your forms and trigger behaviors, such as calculations, mandatory field checks, question/page skipping, andother conditional actions


Notifications
(20 min)

Learn how to set notifications, reminders and escalations to alert stakeholders to action needed at specific stages of the workflow


Access Rules
(8 min)

Covers how to set access levels to form objects based on workflow stages and prevent users from changing or viewing specific data or pages depending on assigned roles


Reporting
(9 min)

Provides an overview of basic reporting capabilities and includes working with pie charts, bar charts, line charts, data tables, data lists, cross tabulations, gauges, and filters

Additional Training Topics

Training Video

Description


Adding Lists
(3 min)

Learn how to how to add your own options for selection lists in the system resource section


Learn how to define an alternative email server to send notifications


Archiving
(6 min)

Covers the different options in the process of archiving PerfectForms form instances to a secondary database. Archiving is only available when the software is installed on your own servers (On-Premise installations)


Covers the basic steps to import data from an external data-source including selection of a single record by a form user, population of drop-down, list and table objects as well as the option to use a filter to refine data-source searches


Following on from the first connections video, learn how to create Insert, Update and Delete actions and use them in your forms to manage your data-sources


Demonstrates how to use the System Meta Data connection to access User, User-Group and Position lists


Shows how to perform lookups on data collected in other form instances


Covers how to synchronize with LDAP directory service to maintain and update user details


Demonstrates how to export a form, report or connection from PerfectForms for transfer to another system or backup


Shows how to import a new form, report or connection into your account


Covers how to import a form from the library of sample templates


Demonstrates how to import graphics into your asset library and use them in your forms and reports


Covers how to link forms together in a parent-child relationship and how to pass data from the parent into the child form instance


Learn how to apply logic to each individual row of data in a table object


Version Control
(7 min)

Demonstrates how to modify and test your forms without affecting the version currently in use


The Web Signature object allows a user to enter a freehand signature into a form. Ideally suited to touch screen devices using a stylus or finger, the object can also be used on non touch screen devices using a mouse


Many forms can benefit from the use of a formula or a condition. Formulas and conditions can be assigned to form fields, buttons or other objects. This video covers how to specify formulas and conditions


Encrypted Data
(1 min)

Encrypt data for added security. This video shows how to enable this feature


Covers how to setup integration with Salesforce.com to read, write, update and delete data through forms and workflow applications


Learn how to read, write, update and delete data from a Google Spreadsheet through forms and workflow applications


SAP Integration
(2 min)

Demonstrates how to read, write, update and delete data from SAP through forms and workflow applications.

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