inspire 2013 eforms
TRANSCRIPT
Build Custom eForms from Scratch
Kathy KugleTechnology ConsultantKansas State [email protected]
Stacy WalkerProduct [email protected]
Session Overview
Learn about Perceptive eForms first-hand from a Perceptive Software customer. See how they are designed from the bottom up, understand the components that are involved, and learn about customization that can be added with JavaScript for field entry validation. We will alsoexplore tips and tricks to make e-form design quicker, easier and effective for your organization.
Perceptive eForms: Components, Customization and Tips Creating in designer Writing outside of designer Customizing Tips
Create eForms in the Designer
Create custom properties Create form Publish form
Creating eForms in Forms Designer
Create form in designer
Publish eForms in Forms Designer
Publish to Forms Server and ImageNow Writes to imagenowforms.xml
Index key values Custom property IDs (if keys)
Creates data definition Form unique ImageNow
ID XML file
Publish eForms in Forms Designer
Publish to Forms Server and ImageNow Creates presentation
folder and files Stylesheet XSL CSS Images
Publish eForms in Forms Designer
Publish to Forms Server and ImageNow Creates form name
Associates data definition and presentation files
Creates document or project type Selects “is a form” Associates form Assigns custom properties
Publish eForms in Forms Designer
Publish to ImageNow only using designer Creates data definition xml Creates form ID presentation Does NOT write to imagenowforms.xml Does NOT have index keys Creates form name
Associates data definition and presentation files
Creates document or project type Assigns custom properties
Manual Form Creation
Manually create data definition and presentation files
Add in files through manage form components Data definition XML Create presentation
folder (name of form) XSL, CSS, images and
other supported files
Manually create form type Select components
Data definition XML Presentation folder
Set security
Manual Form Creation
Publish Forms from Manual Creation
To Forms Server and ImageNow Modify imagenowforms.xml
Custom properties (use ID number) Index keys
Manually create document type or project type Modify to associate with form
To ImageNow only No index keys, not distinct document Meta data for image file or other document
Customizing eForms Forms Server
imagenowforms.xml Configuration Parameters
Button text, color and position Button actions and action order Reset – fullScreenSuccess: false
Transform Parameters Save to PDF and attach to form Print to PDF
Data parameters Pass info to form
One copy of file – check in/check out
Customizing eForms Forms Server
imagenowforms.xml
Customizing eForms
Cascading Style Sheets (CSS) Modify XSL
Link shared or local CSS Assign classes
JavaScript Form validation
Test online form not associated ImageNow first Link shared or local JS in XSL
Customizing eForms
JavaScript Field help text
Button for help Link to help
Customizing eForms
State information (user, queue, client type, group) JavaScript in XSL Live view in XML
Customizing eForms
Add form field types (controls) Modify XML
Add data definition nodes (tags) Modify XSL
Adding and deleting rows of a table Checkboxes Radio boxes
Must be child of div tag Use form tag in XSL for radio button dots
Customizing eForms
Internal form gives syntax errors to debug Except configuration
parameters
Use Title tag for simple hover help text in XSL on label and input tags No JavaScript needed No CSS needed No special Internet
Explorer tricks
eForms Tips eForm Security
Workflow queue properties, forms Must add each form to queue
Outside of workflow – form security is needed All users group added with view for new form
Must modify
Encoding Save as ANSI or ASCII encoded
UTF-8 with BOM (support in 6.8)
Java 1.7
eForms Tips
Custom properties Different object numbers production or test
Create properties in both Create form to have object numbers in both Switch out test numbers for production
Presentation Files (CSS, XSL) Replace (requires restarting web server) Remove, Add
Escape reserved XML characters
eForms Tips
Code for WebNow and ImageNow in JS and XSL Option elements
WebNow needs to check for null ImageNow permits only single argument
Events Use addEventListener for WebNow Use attachEvent for ImageNow
Microsoft IE requires specific Namespace (ImageNow)
eForms Tips
Code for WebNow and ImageNow in JS and XSL Get Elements
getElementsbyName needs to test for null WebNow returns null object ImageNow returns empty array
getElementsbyID needs both id and name WebNow returns null object ImageNow checks for name
Training Courses RUG ImageNow eForm Workshop
Classroom
ImageNow iScript/eForms Developer Training Classroom, virtual
ImageNow eForms Developer Training Classroom, virtual
ImageNow eForms Administrator Training Virtual, blended, e-learning
Questions?
Kathy KugleTechnology ConsultantKansas State [email protected]
Stacy WalkerProduct [email protected]