With the training videos, you can learn to:
- Navigate the PerfectForms Dashboard
- 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
- Integrate with other systems or forms
- Create reports
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.
Training Video |
Description |
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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. Note: Full users do not need to view this video because the content is covered in the Full User Dashboard video. |
6 minutes |
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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. |
12 minutes |
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Learn how to design, layout, and add unique form objects that enable data collection and decision making. |
21 minutes |
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Covers how to build a workflow by logical stages, add and map roles, and establish conditions to drive the workflow process. |
13 minutes |
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Demonstrates how to add intelligence to your forms and trigger behaviors, such as calculations, mandatory field checks, question/page skipping, and other conditional actions. |
13 minutes |
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Learn how to set notifications, reminders and escalations to alert stakeholders to action needed at specific stages of the workflow. |
20 minutes |
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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. |
8 minutes |
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Learn how to integrate forms with other systems including how to read and write data to databases, web services, text files, other forms and directory services such as Active Directory.. |
8 minutes |
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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. In this video, you will build a simple report based on data collected from the purchase order approval form that you built in the Form Layout video. |
9 minutes |
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