Introduction to
Updated for NiUG in Orlando
April 2012
www.ifinity.co.uk
General product overview and introduction
WEBFORMZ FOR IMIS
www.ifinity.co.uk
WebFormZ is available from asi under
iXTEND
www.ifinity.co.uk
What is WebFormZ for iMIS?
• An iMIS module that builds and deploys forms
for staff and members to use
• A tool that helps you manage and report on
submissions, applications
• An easy way to create validated data entry
into iMIS.
www.ifinity.co.uk
WebFormZ builds iMIS productivity
Increasing
satisfaction, engagement
and retention
Building productivity
Bells and Whistles
Central db and firm
foundations
Choosing iMIS
www.ifinity.co.uk
When is WebFormZ appropriate?
• When you want to create not just a simple
form (though it can do that) but when you
want to build a form process possibly with
many fields some new and some in standard
iMIS.
• When you want to control and validate data
entry to iMIS for both your staff users and/or
your public users/members.
www.ifinity.co.uk
Key product features
WebFormZ is an ASI iExtend “Silver” level
approved product.
Form building engine for iMIS back office and for
WCM
Support for iMIS 15.2 iPARTS and features
including payments, uploaded documents, IQA,
SSRS and more.
Rules, Workflow, Conditionals, Automation of
business object, IQA and WCM publishing.
www.ifinity.co.uk
In next release of WebFormZ
(May/June)?
•
•
•
•
Full support for iMIS Multi-instance fields
Payments via Universal Shopping Cart
Paypal Payments direct to Paypal
Additional Form Actions
–
–
–
–
–
–
Run a Task Centre Task
Run a SQL Stored Procedure
Pay o/s Subscription
Make an event booking
Start a Process Manager process
Start a certification/education process
www.ifinity.co.uk
Forms Menu
(BUILD FORMS)
Submissions Menu
(USE FORMS and VIEW
SUBMISSIONS)
Setup Options
Resources Centre
www.ifinity.co.uk
A quick overview of the form building process.
BUILDING WEBFORMZ
www.ifinity.co.uk
1
Create the form
•
•
•
•
•
Name
Description
Submission Code
IQA name
Submission
Controls/Codes
• Custom prompts
• Owner/Manager
• Email settings
www.ifinity.co.uk
2
Expand the form definition - questions
•
•
•
•
•
•
•
Add questions
Add fields
Add help text
Add validations
Display from list
Display from IQA
Add conditional
rules processing
• Lots of field types
• Single/Multi
instance
www.ifinity.co.uk
2
Expand the form definition - statuses
• Add the statuses
you want to use
in the form.
www.ifinity.co.uk
2
Expand the form definition - statuses
• Control the
actions that
happen when the
form submission
status changes
www.ifinity.co.uk
Expand the form definition – system
rules
2
• Generate custom
activity records
on submission,
acceptance and
rejection.
• Send uploaded
files to iMIS
activity records
• Send emails to
applicant on
submission,
acceptance and
rejection using
built in email
system
templates.
www.ifinity.co.uk
Expand the form definition – custom
rules
2
• Add actions
before a form is
displayed and on
save or form
update.
• Actions include:
–
–
–
–
–
Read from iMIS
Write to iMIS
Create Activity
Send and email
Run a task
• Rules add
unlimited form
based workflow
www.ifinity.co.uk
Expand the form definition – t’s and
c’s
2
• Add disclaimer or
terms and
conditions.
• The public
applicant must
accept before
completing the
form if these are
set as active
www.ifinity.co.uk
2
Expand the form definition – staff
guidelines
• If this section is
completed then a
“staff guidelines”
tab will appear in
the staff view so
that a staff
member can
have access to
background
information.
• This can help
with scripting
telephone calls.
www.ifinity.co.uk
2
Expand the form definition – tags
• Allocate forms to
tags within WCM
so form links can
be pulled up from
the content tag
lists.
www.ifinity.co.uk
2
Expand the form definition –
documents
• Add documents
containing
background
information.
• Documents
displayed on
public apply now
page.
• Documents
stored in the iMIS
document store.
www.ifinity.co.uk
2
Expand the form definition – cms
settings
• Determine which
CMS to publish
into (WCM)
• Determine which
parts of the form
process to
include.
• Edit HTML pages
for:
–
–
–
–
–
Application Form
Form envelope
Confirmation
View Form
Error page
www.ifinity.co.uk
2
Expand the form definition –
css/styles
• View the CSS
styles that are
defined in the
master style
sheet.
• Add your own
CSS styles just
for use with this
form.
www.ifinity.co.uk
2
Expand the form definition – security
• Set security for
the form from the
list of possible
iMIS security
groups.
www.ifinity.co.uk
3
Building the form
• Automated form
build process
• iMIS Business
Objects are
created.
• iMIS WCM
content is
created.
• IQA Report
Definitions are
created.
www.ifinity.co.uk
4
Using the form as a staff user - 1
• Submit on behalf
of facility.
• Display of key
management
fields
• Display key
fields for
member/applicant
www.ifinity.co.uk
4
Using the form as a staff user - 2
• One tab is
displayed for
each form page.
• Conditional
section display,
page display of
field display
based on logic
• Terms and
Conditions pages
and Staff
Guidelines pages
• Uploaded
documents
available on
Documents tab.
www.ifinity.co.uk
4
Using the form as a public user –
apply page
• HTML Area for
background
details
• Customisable
button and text
for “Apply Now”
• Show documents
that contain
background
information
• Disclaimer/Terms
shown
• Check box
mandatory to
continue
application.
www.ifinity.co.uk
Using the form as a public user – form
pages
4
• Applicant details
per definition on
each page.
• HTML Labels
• Sections
• Pages
• Many field types
• Conditionals
• Validations
• Save and Go
Back
• Submit and view
www.ifinity.co.uk
Some of the key maintenance and management options
SETUP AND MANAGEMENT
www.ifinity.co.uk
Moving forms between systems
www.ifinity.co.uk
Cloning a Form
• Open the form
you want to clone
• Click on Clone
• The clone is
placed at the
bottom of the list
• Edit the clone
definition as
needed
• Click Build form
to create the new
form based on
the clone.
www.ifinity.co.uk
Working in other languages
• You can use
English, French
and German to
create forms.
• Form questions
can be in any
language
supported by
iMIS 15.
www.ifinity.co.uk
Library of email templates
• Create a library of
email templates
for HTML emails
that are sent
automatically by
the system
workflow.
• System and user
variables are
available for
“mailmerge”
www.ifinity.co.uk
Library of editable form styles
• System library of
form styles is
provided to allow
easy styling of
any element of
the form.
• Different styles
can be defined
for back office,
wcm or for future
build engines.
www.ifinity.co.uk
Answers to some of the most key questions we have been asked
WEBFORMZ TOPICS
www.ifinity.co.uk
Uploaded documents
• FILE question type can be used anywhere in the form (even in multi-instance panels)
• Documents are stored in the iMIS document store as documents within folders tied to the
submission reference of the submission.
• The documents uploaded by an applicant can be easily viewed and reviewed
• Documents can be stored as activity records on the applicants iMIS record
www.ifinity.co.uk
Building conditional display
• Choose the
question and then
open the “rules”
tab.
• Add rules for
conditional
display.
• In this case: If
State is
California, then
show the fields in
the page called
“California”
www.ifinity.co.uk
Display fields from iMIS in a form
• Choose the
“Rules” tab
• Choose the
Action type “Read
from iMIS”
• Access all iMIS
core fields,
address fields,
and user defined
fields
• Relate each iMIS
field to each form
field.
• Fields can be
read-write or read
only.
www.ifinity.co.uk
Use GenTables/IQA from iMIS in a form
• When entering a
question, choose
a “query object”
to take the list of
values from.
• Browse for an
IQA and the
selected result
column can prepopulate a list in
the form.
www.ifinity.co.uk
Paying within a form process (coming
soon)
•
•
•
•
•
•
Available May/June 2012
Available for iMIS 15.2
Question choices linked to iMIS products
As form is completed shopping card is updated
Use iMIS 15.2 checkout at the end
Paypal option will be available
www.ifinity.co.uk
More information
WebFormZ Channel on You Tube
http://www.youtube.com/webformz
This is a great source of tutorials and general product introduction videos. Its always a good idea for new users to start here as watching the video makes the process of
learning how to create forms just a little easier.
WebFormZ Facebook Page
http://www.facebook.com/webformz
If you like WebFormZ then why not take a look at our Facebook group and like that too. When anything interesting happens in the WebFormZ world this is one of the
first places it shows up.
@WebFormZ Tweets
http://www.twitter.com/WebFormZ
We use Twitter to get the news out to you fast and you will find where we are showing new releases, details of new features and more. Also follow @ifinityimis and
@russellfranks for news of iFINITY and our iMIS products.
Link yourself in to WebFormZ
Click to join the WebFormZ and Application Manager Group on Linked-in
With a growing membership this is the premier source of news and discussion for iMIS related forms talk. You will find the latest news on WebFormZ and our sister
product Application Manager and also access to those who have the greatest interest in iMIS forms products worldwide.
Visit the WebFormZ section of our Web Site
www.ifinity.co.uk/webformz
Another good source of information is our own Website. Here you can find copies of Powerpoint presentations, guides and other useful WebFormZ information.
Obtaining Technical Support for WebFormZ
helpdesk@fishtech.net
Technical Support is available to all licensed users of WebFormZ by emailing the helpdesk with any questions that you may have.
WebFormZ Consulting Services
iFINITY plc can provide all WebFormZ planning, design and implementation services for WebFormZ and also full support. A number of iMIS aISPs and consultants have
also been accredited to provide consulting services for WebFormZ. Please contact rfranks@ifinity.co.uk for further details and to work out how best to implement your
specific requirements.
www.ifinity.co.uk