With the workflow software training videos, you can learn to:
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
Basic User Dashboard
(6 min)
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
Full User Dashboard
(12 min)
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
Process Planning
(8 min)
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
Training Video
Description
Adding Lists
(3 min)
Learn how to how to add your own options for selection lists in the system resource section
Alternative E-mail Server
(6 min)
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)
Connections (1 of 4)
(14 min)
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
Connections (2 of 4)
(14 min)
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
Connections (3 of 4)
(11 min)
Demonstrates how to use the System Meta Data connection to access User, User-Group and Position lists
Connections (4 of 4)
(10 min)
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
Parent Child Forms
(14 min)
Covers how to link forms together in a parent-child relationship and how to pass data from the parent into the child form instance
Working with Tables
(14 min)
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
Web Signature Object
(2 min)
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
Formula and Condition Editor
(13 min)
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
Salesforce Integration
(2 min)
Covers how to setup integration with Salesforce.com to read, write, update and delete data through forms and workflow applications
Google Spreadsheet Integration
(2 min)
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.