iFormBuilder Essentials for Project Managers iFormBuilder Training Webinar Series Presenter: Berit Johannessen [email protected]

Host: Mj Nesgoda [email protected]

Upcoming iFormBuilder Events

iFormBuilder Certification

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Simplify Account Management

Users

Forms

Understanding & Instructing others is the KEY to success! Profile Data Devices

iFormBuilder Process

iFormBuilder Process

iFormBuilder Process

Potential Workflow ➡

Create Form(s)

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Create Users

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Assign Users to Form(s)

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Users Collect Data on Devices

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Manually Export Data Feeds or Views

How do we optimize the workflow? ➡

Create Form(s)

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Create Users

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Create User Group

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Create Form Group

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Assign User Group to Form Group

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Users Collect Data on Devices

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Automate/Integrate data using Post URL/API or Manually Export data using Data Filters

Add/Edit Users ✦

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Use correct Email address as this is what is used for resetting passwords.

iFormBuilder Built-in Functions use First Name, Last Name and Email address and are CASE SENSITIVE.

Location to Unlock Username.

Add/Edit Users User Role

Rights Assigned

Description of Access

End-User

None

•  Edit and view their “My Profile”

Form Builder √ Right to Create Forms

•  Create forms. •  Can NOT make changes to forms created by other users. •  Do NOT have access to assign a form. •  Edit and view their “My Profile”

Company Admin

√ Company Admin •  Ability to add/edit users •  Assign forms to users •  Create and manage Form Groups and User Groups •  Send notifications to users devices •  Edit company info.

FormBuilder & Company Admin

√ Right to Create •  Access to all the Form Builder Rights & Admin Forms Rights. √ Company Admin •  Access to all forms created within the company profile. 

Admin Form Builder

Add/Edit Users

Add/Edit Users UNLOCK USERNAME Unlock a Username that has failed to put in the correct password on their device 11x.

User Group User Groups give you the ability to clump users together who will be assigned the same forms.  

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A user can be a part of multiple groups.

Helpful Hint: Adding "Group" at the START of the name will help identify it faster when assigning forms.

Form Group

Create a Form Group to assign forms are that usually are assigned together.

POST: Data delivery to the location of your choice, rather than coming to pick it up yourself (Feeds). Located in Form Assignment.

Using iFormBuilder POST for Integration

POST URL

Name: Name of the POST service Endpoint URL: The address iFormBuilder will send data to when a record is called for POST process Post Data Format: The data format you want delivered to the Endpoint (XML, JSON) Post Body Content Type: Encoding format of the data being sent to Endpoint. Options will vary depending on Post Data Format Use Labels With this option turned on, the generated feed will be using element labels replacing element names and option labels replacing option keyvalues. Error Email: An e-mail address that will receive an e-mail if the request fails after the number of retries is exceeded (5 days) Notification Email: An e-mail address that will receive an e-mail each time a request fails with a 400 or 500 level code and has not exceeded maximum number of tries for Guaranteed Delivery. Guaranteed Delivery: With this option turned on, when a POST request fails to reach the destination, it will be returned to a queue and will try again with the following schedule (1 minute, 5 minutes, 30 minutes, 6 hours, 24 hours)

POST URL’S

Custom Web Services

What is a custom web service? Custom web services allow businesses to automate their unique workflows. It allows for bi-directional data flow between iFormBuilder and internal system. It is code written by developer(s). •

RESTful API

The iFormBuilder API v6.0 enables you to submit an API request in which you specify the fields that will be included in the API response. By only requesting information that it will actually display, you can more efficiently use network, CPU and memory resources instead of retrieving a full API feed, parsing it and dropping unused fields.

Why would you need/want to develop a custom web service? 1. Integrate data from multiple sources. 2. Redefine workflow. 3. Full Task automation i.e. update option lists, users tables,assigning records based on certain values or location etc.

Links for Building a Custom Web service Getting Started: API Authentication API Code Samples iFormBuilder API Version 6.0 API 6.0 Apiary Getting to Know JSON Web Tokens

Some groups have developed a user guide for their custom workflow that includes topics like Data Synchronization Overview, Form Development Standardization, Table Modifications, Things to Know When Making Schema Changes and Disaster Plans.

Additional Integration Resources •

Hardware Integration

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Software Integration

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iForm Data into ZoHo Reports

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Using BatchGeo To Visualize Location Data

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Using iForm 3rd Party App

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Designing a 3rd Party App (iOS and Android)

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iFormBuilder on GitHub

Simplify Account Management

Profile

Improve Company Profile Management by: • Updating Company Info and include accurate Timezone • Use Media Storage and Storage Path • Customize PDF and HTML Reports

Simplify Account Management

Devices

Instruct Users on the iForm App

Make sure all users know how to: • Download the correct iForm App • Change and update App Preferences and Settings • Log in/Out of the iForm App • Delete unneeded Records • How to Sync Devices to Cloud • Are aware of the Record Status icon meanings.

iForm Apps All users have access to the different iForm Apps to allow you to use the right app for the right project.

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iForm

iForm ES

iForm Kiosk

iOS & Android

iOS

iOS

Original app developed Most commonly used Supported across all iOS and Android devices.

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Extra Security Client-side password protection. Local & Server encrypted databases comply with PCI DSS, HIPAA, FISMA, ISO9001, HITECH standards for data encryption. Why is iForm ES so Secure?

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iPad Only ES Restricts admin controls, so users just see a clean branded Kiosk. Using iForm Kiosk.

iForm App Licensing

A username can be logged in to at most 3 devices. If more, will receive error message. Users need to Log-out to free up the username License.

Data Collection: Record Status Icons Record was successfully uploaded to the server. Record(s) have been downloaded to the device. Record is incomplete and is saved as a draft on the device. Record is complete and is ready to be synced. Record is partially synced with the server and needs to be resynced when there is better connectivity.

Simplify Account Management

Users

Improve User Management by: • Granting accurate user permissions. • Sending Notifications • Informing users about License Model • Advising users on Device Password Security (How to avoid being locked out of the iFormBuilder System) • User Groups

License Model

In the “License” section of under the Company tab you can: • See how many licenses a user currently has active • Delete a users licenses to “free up” • Remote wipe a device to clear all iForm Data • View amount of Licenses Remaining • View Monthly Transaction Log

Simplify Account Management

Forms

Improve Form Management by: • Form Groups • POST Data • Email Alerts • Language Localization • Scoring

Simplify Account Management Set Standards for the Best Form Results Forms

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Create/ Find the Form Builder Champion

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Follow Form Building Golden Rules

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Use Best Practices when Updating Option Lists

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Use Naming Conventions

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Cut down on Data Entry using Smart Controls in forms.

How to Manage Form Building & Form Deployment

Create a Company Profile form library for building all forms and testing. (Dedicated Database Users Only) Make use of Form Packages for sharing forms and saving back-ups of form structures.

Initial Project Considerations •

What devices will the end-users have access to?

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What naming convention do I use for this form and option list?

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How should I structure the form? Are there going to be subforms? Where can I split up my form into different subforms?

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What element input types should I use for each question?

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Where can I add form functionality (Smart Controls) to cut down on human error and input?

Form Packages

Package Builder allows for a selection of form(s) to be downloaded as JSON files and saved.

Package Import allows for JSON files to be imported as forms. These can be forms that had been exported from Package Builder, but can also come from other sources.

Click here to view Customer Success Article on Form Packages

Package Builder

1. Add Package Details & Description.

2. Tick boxes you would like included in this package (Select only parent form if using default components with Sub Form ticked.)

✦ Tick boxes for the form components you want included in the export.

Package Builder

3. Select Delivery Type: *Only Server Admins will see the Private and Public options. A. Download: The package will be saved locally to your computer. B. Private: The package will be uploaded to iFormBuilder storage, and will be made available to the profiles you select (shared profiles). C. Public: The package will be uploaded to iFormBuilder storage, and will be made available to anyone you share the link with. 4. Click “Create Package”. 5. Downloaded Package: Once package is created, download package by clicking on the Package Builder Icon and clicking “Download.” *While creating a package, use the Package Builder Status Icon to see status about the package you are building.

Package Import

1. Select how you plan on importing the file.

A. Local File: Upload a package file that is saved locally on your computer.

B. URL: Paste a public link that was shared with you.

C. Shared Package: Select from a list of forms that has been shared to your specific profile.

2. Select preferences for Conflict Mode (What actions you would like to occur if same table names.)

3. Add Email Alert address to receive import information. * Import Log by clicking on the Package Status Icon.

4. Click Import.

Simplify Account Management

Data

Improve Data Management by: • Understanding Data Exports • Assigning Records to Users • Uploading CSV files • Editing & Duplicating Records • Using Record Filters and Stored Filters • Edit Data in iFormBuilder withTable Edit View • Defining Data Workflow

iFormBuilder Data

Data Views Views: Used for basic reporting view.

Data Feeds

List

XLS

Map

XLS+ (Excel Flat)

Graph

XML

HTML

JSON

Excel

RSS

Excel Flat

ATOM

Scoring

JSON Scoring

PDF

Feeds: Use meta data, can be used to integrate with other systems.

iFormBuilder Data Meta Data is captured for every record by the iForm application.  Username Timestamp Latitude, Longitude, Altitude, Speed & Compass Direction NOTE: Data Column Names and Option List Key Values are displayed in Data, NOT LABELS.

Filter Record Data Create a filter for viewing and exporting data sets. Create filter when in List View. Filter will stay in place until removed. Click ___ icon to remove filter. Click here to view Customer Success Article on Record Data Filters

Stored Filter With a Stored Filter, you can filter all the relevant data of your form, and save that filter to apply at any time. You then use the Store Filter for editing in Table Edit.

Click here to view Customer Success Article on Stored Filters

Table Edit View Table Edit View gives you the ability to edit all the data fields defined in a Stored Filter. Any edits you make will be reflected immediately.

Click here to view Customer Success Article on Table Edit View

Get the Most Out of Data Save time and learn more by automatically by using iFormBuilder POST URL or iFormBuilder API. Use POST to see data in a: • Dashboard • Customized Report • Map • & more!

Increase Productivity • • • • • • • •

Use Zerion Software & iFormBuilder Support Follow Release Notes Data Integration Custom Workflows Training Documentation Naming Conventions Create a “Getting Started” Form and assign to users to support on app.

Zerion Web Services

Dashboards

Form Building

Workflow Acceleration Reports Form

Rendering

Data Storage

Data Refining

iFormBuilder Support

Customer Success Center & Chat with an agent

Community Forum

Release Notes

Project Services

Live Webinars

iFormBuilder Training

Form Builder Certification

Download iFormBuilder E-Books: https://www.iformbuilder.com/ebooks/

In the next 48 hours, you will receive an email with a link to a webpage with: Recording of session.

• Session PDF. •

Thank you!