Webformz Preview 2011 Presidents Club

www.webformzforimis.com

Presidents’ Club Awards

2011


What is WebFormZ?

• A dynamic forms builder that is a part of iMIS

15 itself bringing great new functionality to the

core of iMIS 15.

• The best way of building back office and web

based forms that can be deployed quickly and

easily.

• Eliminate the need for expensive custom

forms and form process coding!


WebFormZ has many many uses

• Application for membership/joining

• Making a paid application

• Renewing your membership

• Applying for a grant

• Applying to be a volunteer

• Applying for SIG/Group membership

• Adding CPD to your CPD record

• Applying for acceptance to be on a register

• Making an application for advertising space or sponsorship

• Applying for approval to work with children

• Applying to join as a member of staff

• Applying to be accepted on a training course

• Completing a structured form with validation (back office iMIS)

USES!


WebFormZ package installer

• User installable software

• Package installer that installs WebFormZinside your iMIS 15 system.

INSTALL

!


Build new forms or clone old ones...

DEFINE!

• Create unlimited forms that are well structured, validated and well presented.

• Advanced rules and conditional processing of fields.

• Mandatory fields, document uploads.

• Multiple formats including paged forms.

• Clone existing forms to create new forms.


Use the same definition twice:

DEPLOY

!Within

iMIS

back

office

Within

iMIS web

site


Publishing forms to the web

• Uses ASI “iPART” web technology

• Forms can be optionally web published

• Works with Content Designer/WCM modules

for web site creation

• Library of WebFormZ iPARTS including

– Show available forms for this member

DEPLOY

!


Publishing forms to the web


Staff users can complete forms for

others:• Find the correct

record in iMIS

• Choose the webform to complete

• Complete the form on behalf of the member or non member.

SUBMIT!


Web users (Public users) can:

• Login to any WCM web site.

• Select a form or jump to a predefined form.

• See forms and applications that are relevant to them only via IQA groups in iMIS.

• Submit a form online

SUBMIT!


WebFormZ uses iMIS payment tech:

• If iMIS

supports

it, so does

WebFormZ!

PAY!


Native iMIS fields can be updated:

• Prepopulateform fields from iMIS

• Update iMISfields via “actions”.

– Name fields

– User defined

– Multi-instance

UPDATE iMIS!

Kept in WebFormZdata

Within iMIS via BOD

Any field on a form

Replicated in iMIS Name.xxxxx fields

User defined fieldsMulti-instance fields


Select an IQA from list


Use an IQA inside a form


WebFormZ uses iMIS standard

reporting• We create a

view for each submissions database

• IQA can access the view and report on any submissions made.

• Reports can be output to SSRS and Excel.

REPORT

!


WebFormZ review module is optional

• The reviews module is required when a form must be approved prior to acceptance.

• We support a variety of different types of review including:

– staff review for completeness,

– panel review and

– final reviewer decision making.

• The software allows you to configure your own rules for implementing reviews and the review levels you require.

REVIEW!


WebFormZ works with Task Centre!

• Automate – email handling rules for submissions

• Automate –run a task on submission of a form

• Automate –run a task on completion of a field.

AUTOMATE

!


We think it does some clever things!

TECH!

• Forms are dynamically created in iMIS

• There is support for actions, rules and conditionaldisplay within several formats

• WebFormZ builds iMIS business objects on the fly during forms building process

• WebFormZ WCM deployment uses iPARTS to dynamically render forms definitions into great looking webforms!

• All form data is available within iMIS for reporting in IQA, SSRS, Crystal and Task Centre.


SHOW!

Technology

Webformz Preview 2011 Presidents Club