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Introduction to

Updated for NiUG in OrlandoApril 2012

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WEBFORMZ FOR IMISGeneral product overview and introduction

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WebFormZ is available from asi under iXTEND

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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.

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WebFormZ builds iMIS productivityIncreasing

satisfaction, engagement and retention

Building productivity

Bells and Whistles

Central db and firm foundations

Choosing iMIS

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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.

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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.

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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

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Forms Menu(BUILD FORMS)

Submissions Menu(USE FORMS and VIEW

SUBMISSIONS)

Setup Options

Resources Centre

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BUILDING WEBFORMZA quick overview of the form building process.

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Create the form • Name• Description• Submission Code• IQA name• Submission

Controls/Codes• Custom prompts• Owner/Manager• Email settings

1

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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

2

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Expand the form definition - statuses

• Add the statuses you want to use in the form.

2

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Expand the form definition - statuses

• Control the actions that happen when the form submission status changes

2

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Expand the form definition – system rules

• 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.

2

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Expand the form definition – custom rules

• 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

2

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Expand the form definition – t’s and c’s

• Add disclaimer or terms and conditions.

• The public applicant must accept before completing the form if these are set as active

2

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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.

2

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Expand the form definition – tags• Allocate forms to

tags within WCM so form links can be pulled up from the content tag lists.

2

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Expand the form definition – documents

• Add documents containing background information.

• Documents displayed on public apply now page.

• Documents stored in the iMIS document store.

2

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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

2

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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.

2

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Expand the form definition – security

• Set security for the form from the list of possible iMIS security groups.

2

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Building the form • Automated form

build process• iMIS Business

Objects are created.

• iMIS WCM content is created.

• IQA Report Definitions are created.

3

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Using the form as a staff user - 1• Submit on behalf

of facility.• Display of key

management fields

• Display key fields for member/applicant

4

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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.

4

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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.

4

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Using the form as a public user – form pages

• Applicant details per definition on each page.

• HTML Labels• Sections• Pages• Many field types• Conditionals• Validations• Save and Go

Back• Submit and view

4

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SETUP AND MANAGEMENTSome of the key maintenance and management options

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Moving forms between systems

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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.

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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.

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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”

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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.

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WEBFORMZ TOPICSAnswers to some of the most key questions we have been asked

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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

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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”

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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.

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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 pre-populate a list in the form.

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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

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More informationWebFormZ Channel on You Tubehttp://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 Pagehttp://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 Tweetshttp://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 WebFormZClick 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 Sitewww.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 WebFormZhelpdesk@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.