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PerfectForms On-Demand Annual Subscription

Perfect Forms

PerfectForms On-Demand Annual Subscription

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Overview

A smarter way to manage and monitor your business

  • Build any type of form in minutes using easy point-and-click tools
  • Add intelligent behavior to your forms without coding
  • Automate smart online routing
  • Easy integration with LDAP, databases and other existing systems
  • Automatic reminders and escalations when action is required
  • Customize detailed reports on data, project tracking and more
  • Dashboard provides full visibility when action is needed to be taken
  • Quite simply the easiest way of dealing with almost any process

On-Demand or On-Premise

Not many Software-as-a-Service (SaaS) companies offer cutting edge software that can be installed on your own servers as well. PerfectForms believes in customer choice and so, from one single codebase, we designed this flexibility in right from the beginning. 

Key Features
GENERAL
WYSIWYG
Pixel perfect layout, no HTML, web technical or programming knowledge required.
Browser & Platform Independent
Runs on almost any browser under Mac, PC, Linux, Windows.
Embeddable Forms & Reports
Forms and reports are easily embedded in any web page just by copying and pasting a simple piece of HTML provided by PerfectForms for each individual form.
FORM DESIGN
'Common' Objects

Text, Small Text, Large Heading, Medium Heading, Small Heading, Picture, Button, Page Button, Object Groups

Text Input, Multi line Text Input, Numeric Input, Date Input, Time Input, Checkboxes, Radio Buttons, Drop-Down Lists.

'Advanced' Objects

Bullet Points, Vertical & Horizontal Separators, Sound, Movie Clips, URL Link Text, Progress Bar, Timer

Masked Text Entry, Numeric Stepper, Password Input, File Attachment, In Form Image Display, Sliding Scale Input, Table Based Data Entry, Item Ranking.

Snap-to-Grid
Size settable, grid can be switched on and off.
Snap Text to Neighbor

Automatically aligns a text field to the center of the edge of an input field.

State Markers
Shows the User in the layout whether a field is visible, hidden, read-only and mandatory.
Alignment
Align left, right, top, bottom, middle, center.
Distribute space between objects
Vertical and horizontal space distribution.
Copy & Paste
 
Undo, Redo
 
Layers
Objects can be placed in front or behind each other with any number of layers supported.
Multi-Page
Forms can have any number of pages.
Multi-media support
Forms can contain images, sound and movie clips.
Themes
Forms are theme driven. Changing a theme item will change all objects that use that item.
Property Bar
Form, Page and Objects are all controlled by a very comprehensive array of properties.
FORM INTELLIGENCE
No Coding, Scripting, Programming
PerfectForms Intelligence is done purely visually.
Flowchart intelligence
All intelligence and dynamic behavior is done by building a flowchart.
Typical Uses
Calculations, validations, conditional skipping of questions and pages, conditional showing and hiding of objects, web service integration with other products and systems and much more.
General Commands

True/False Branch, Complex Branch, Call Behavior, Comment, Start, Exit.

Form Commands
Submit Data, Close Form, Show Message, Go To Page, SHow URL, Cancel Submission.
Object Commands
Set Field Values (calculations), Set Property, Show Object, Set State (visible, hidden, enabled, read-only), Check Obligatory, Set Selection Items in List, Set Player (media), Set Table Rows.
Workflow Commands
Notify (includes reminders and escalation), Set Stage, Cancel Notifications.
Integration Commands
Coming soon...
WORKFLOW
No Coding, Scripting, Programming
As with Behaviors, workflow is managed purely visually using a great drag-and-drop interface.
Stage Management
By building the workflow diagram, you automatically create the workflow Stages.
Role Management
You can also define the Roles of people accessing the Form.
Stage Changes

Set condition by clicking on the diagram join lines and then using our great formula and condition editor.

Notifications
Send out any number of notifications from a single stage change.
Reminders
From the same place as the Notification setup, you can define any number of reminders.
Escalation
For forms that are in danger of getting stuck, you can escalate to different people or positions within the organization.
REPORTING
WYSIWYG
Form building, intelligence, workflow and even reporting use the exact same drag-and-drop interface to lay out single or multi-page reports.
Multiple Data Sources
One report can show data from one or more forms.
Pie, Bar and Line Charts
Just drag any number of these reporting objects onto the report.
Gauges
Display aggregated numeric data in a Gauge for more impact and dashboard style reports.
Data Lists
Display selected fields from form responses in a data list. This can optionally drill down into an individual form.
Aggregated Data Grids
Perform aggregated data analysis across your forms.
Crosstabs
SImple 2-dimensional tables showing the distribution between any two fields in your form.
Drill-down
This very powerful feature allows certain report objects to be clicked on. All other objects will then (optionally) update to reflect the selection made.
USER PORTAL FEATURES
Complete a form
Shows the logged on User a list of Forms they have permission to fill in.
Access Reports
Lists all reports they have permission to view.
Notifications
Shows a list of all outstanding.
View Form Instances

Shows User a list, by form, of all instances they are involved in.

Dashboard
Shows the User a graphical dashboard informing about which forms need attention. Color coded bar give more visual clues. User can drill down into forms to remove them from the list and dashboard.
Search
Locate a Form Instance based by searching for its name or data contained within it.
ADMIN FEATURES
User Management
Add Users, Groups and Positions.
LDAP / Single Sign on
Use Single sign-up with your existing system
INTEGRATION
Databases
Perform Lookups and Writebacks with SQL Server, Oracle, MySQL, Sybase.
LDAP / Directory Services
Single sign-on, Lookups, Updates. Import and synchronization.
Web Services
Forms can communicate with other SOA or Web Services based systems. Bo coding approach using Behaviors.
API
Allows 3rd party systems to communicate with PerfectForms via elegant, WSDL driven API. Forms can be instantiated, updated, deleted. Workflow can be triggered. Data can be queried as with a regular SQL database.
 
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