Help Guides

Quickstart Guide

• Get started with PerfectForms in 10 quick steps

Tutorials

• Walk though step by step instructions to create a form, add behaviors, add workflow, set stage and field states and create a report

User Guide

• Get a comprehensive overview of all capabilities, including managing accounts, navigation, building forms, filling in forms, building reports, administration, integration and installation

Creating and Managing an Account

• Signing up
• Changing your password
• Editing personal details

Navigating PerfectForms

• Provides an overview of PerfectForms components, including Getting Started, Home Page, Dashboard, and Form/Report Builder

Building a Form

• Laying out your form
• Adding behaviors
• Adding workflow
• Setting notifications
• Managing stage and role field access
• Using the Formula Condition editor
• Linking forms
• Publishing and deploying your form

Filling in Forms

• Filling in and submitting forms
• Viewing and accessing form instances
• Exporting forms and data

Building a Report

• Creating your report
• Setting report permissions
• Adding a datasource
• Adding report objects
• Previewing and deploying your report

Administering and Integrating PerfectForms

• Managing users, user groups, positions, account settings
• Overview of the Connection Agent
• Single sign on
• Creating connections (database, directory services, web services, forms, text/CSV)
• Defining connection actions (lookups)
• Embedding the Dashboard
• Setting up the Application Programming Interface (API)

On-Premise Installation

• Client side requirements
• Server side system and hardware requirements
• Installation procedure
• Database backup and administration

System Messages and Error Codes

• Error code descriptions