Introduction

Overview

EForms is an add on module that provides a robust custom form builder that integrates

creating, submitting, and processing electronic forms seamlessly through the

ECMToolbox workflow process. The integration provides the ability to create EForms

per workflow, map and export individual forms to the Document Management System,

or utilize forms as part of a more complex workflow design.

Sections

The EForm Administration contains six main sections (tabbed buttons in main window):

Open

EForms -- Forms are filtered by workflow. Select the workflow from dropdown (if more than one). The list of created forms is displayed and an Add button to create new forms. Selecting a form from the list gives access to the other tabbed buttons in the EForms Administration window.

Creator Editor is a web-based visual form builder that is robust enough to make everything from a simple contact page, forms with calculated or visible fields based on expression conditions, perform data lookups on form questions, to complex multi-page surveys.  The form builder has a wide range of form field type questions built into the toolbox.  The drag and drop interface is simple and intuitive to use, allowing to build forms in under 5 minutes. The EForms Creator builds flexible forms that are designed to work on any website with ease.  Forms can be hosted in their own window or embedded into an existing website.  The default hosting page provides the consistent layout and theme, and other custom theme options are available for greater integration into existing websites.

Export Mappings creates the connection to take your form results and map them to your workflow design and document management system.  Form completion saves the form result into a database table and creates a PDF rendering of the data entered by end users. The PDF form document is used by the workflow design create an item with your workflow design process.  Additional options are available to display the form as part of the workflow process.

Data Connections allows for access to data in the Database Management System.

Data Lookups use the connections created to push the data into the form via SQL Lists and auto-population based on specific values.

Process Status A new feature that enables the user to see the Eform processing status and take corrective measures when the Eform does not process correctly.

Access

Access to the EForm Administration is via the Links section from the left-hand panel of ECMToolbox. By

default the link will be labeled “EForm Administration”. This label is customizable and may be different in

your environment. If the Link is not present, you may not have permissions to see it. This is enabled

under the ECMToolbox Administration section.

The EForm Administration link will display in the main window.

Open

EForms Selection

The dropdown will default to the first workflow setup within the ECMToolbox
workflow system. If your system is configured with more than one workflow, use the dropdown to filter
EForms list to the specific workflow.

NOTE: If there are no workflow showing in the dropdown, you must configure a workflow from the
ECMToolbox Workflow Designer first. See the ECMToolbox Administration – Workflow Designer
for more information.
Add Button: Use the Add button to create a new EForm. A unique form name will automatically be
generated and added to the forms list (example – “Form(New) – 15098498733”). You can change the
form name at any time in the EForms Creator.

After clicking to Add an EForm, select the EForm (selected row will be highlighted), and select “Edit”

button link or the EForms Creator tabbed button.

EForms Creator

The interface is presented in a survey style environment where questions will be placed on the form through the use of single input textboxes, single or multiple choice drop-down lists and checkboxes along with a host of other input gathering formats.

Eforms is based on the SurveyJS standard. This website can be used when help is needed in designing and programming a form. (http://SurveyJS.io).

This is the interface you will see when you start a new form.

The EForms Creator is what you will use to create the form. On the right side of the screen are the toolbox items. These items represent the questions you will be placing on the form. After you place a question on the form, the question’s settings can be accessed by clicking the Properties button.

The center of the screen is the workspace where questions will be placed. Due to space constraints on the form design page, the placement of the questions is not WYSIWYG. So even though the placement of the questions in the work area do not line up as you intended, when you Run the form, the questions will appear as planned. You can hide the left side screen to give the design area a bit more realism as to how the form will look when run. The right side of the screen can also be collapsed by clicking the down arrow at the right end of the Page Description blue line.

On the left side of the screen are the data connection(s) and tie-ins that allow data to be accessed from a database and shown on the form. The Data Lookups section allows for database integration. An example might be a drop-down listing. Instead of hard-coding the choices into the question, the drop-down list could be pulled from the database so that if the list needs to be updated, the database would be updated and the question would simply show the values.

Another example might be auto-fill which will enter data, stored in a database, into a field based on the value of another field.