With the training videos, you can learn to:
- Navigate the PerfectForms Dashboard
- Plan your process
- Build forms
- Add workflow rules
- Add intelligent, dynamic behaviors
- Set notifications, reminders and escalations in your process
- Manage access rights for different users at different stages of your process
- Build reports
- Create connections
- Work with tables
After completing the training, you will have all the necessary tools to design, build, test and deploy your applications.
If you need any additional assistance, please email us at training@perfectforms.com.
Basic Training Videos
Training Video |
Description |
Duration |
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Provides an overview of the main component, PerfectForms Dashboard, which helps you manage your notifications, form instances and reports based on the privileges of a Basic user. |
6 minutes |
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Provides an overview of the main component, PerfectForms Dashboard, which helps you manage your notifications, forms, form instances and reports based on the privileges of a Full user. |
7 minutes |
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Covers the basic steps of process planning that you should perform before you get started building your application. |
8 minutes |
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Learn how to design, layout, and add unique form objects that enable data collection and decision making. |
26 minutes |
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Covers how to build a workflow by logical stages, add and map roles, and establish conditions to drive the workflow process. |
17 minutes |
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Demonstrates how to add intelligence to your forms and trigger behaviors, such as calculations, mandatory field checks, question/page skipping, and other conditional actions. |
18 minutes |
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Learn how to set notifications, reminders and escalations to alert stakeholders to action needed at specific stages of the workflow. |
18 minutes |
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Covers how to set access levels to form objects based on workflow stages and prevent users from changing or viewing specific data or pages depending on assigned roles. |
12 minutes |
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Provides an overview of basic reporting capabilities and includes working with pie charts, bar charts, line charts, data tables, data lists, cross tabulations, gauges, and filters. In this video, you will build a simple report based on data collected from the purchase order approval form that you built in the Form Layout video. |
12 minutes |
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Advanced Training Videos
Training Video |
Description |
Duration |
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Covers the basic steps needed to import data from an external data-source into your forms including selection of a single record by a form user, population of drop-down, list and table objects as well as the option to use a filter to refine data-source searches. |
14 minutes |
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Following on from the first connections video, learn how to create Insert, Update and Delete actions and use them in your forms to manage your data-sources. |
14 minutes |
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Learn how to apply logic to each individual row of data in a table object. |
14 minutes |
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Covers how to link forms together in a parent-child relationship and how to pass data from the parent into the child form instance. |
19 minutes |