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I'm going to show you a form builder that
can actually scale with your business. So if you plan on going big,
this is a form builder for you. It can actually make a simple form
and a simple workflow, or you can make a super complex workflow
that's going to work with your business. So let me show you what I'm
talking about right now. This form builder that I'm talking about has a cloud version
and an open source version. So if you want to go for a paid plan, jump into the cloud version,
or if you want to jump into the open source, you can jump
into GitHub and install it.
Now it's up to you view. I'll leave both links in the description
so you can check it out. Now, like I mentioned, Formflow can be really simple or really complex
depending on your business needs. I'm going to show you
what I'm talking about. There's three main sections that I'm
going to show you from Formflow. One is the designer view,
the reviewer view, and the client view. In this case, I am on the designer view, which is where we're
going to create our form. Now, creating it is going to be super simple and it's going to be drag
and drop like most form builders. Let me show you. In this case, I'm going to create a form. On the left we're going to be able
to view the elements that we can add.
Let's first give this title and we'll say,
Test for video. It's going to create the name and the path
for this display as in this case it's going to be a form but we
can also select the wizard. The type is going to be
form and not resource. Path, we're going to leave it as it is. We're going to make this a public form and we're going to enable
bundling for later on. Now, like I said, we're able
to add elements into this. For example, if I want to add a text
field, I'll go ahead and drag it in here. Like I said, this can be a really simple
form or it can be a really complex form. If your business has those type of needs,
this is the way to go. Now, if you're looking for something really simple, you might be
overwhelmed by this, but stick around.
Now, first of all, we're going to give this a label
and we're going to give a top position. Be aware that as I check these, we're able
to view the live preview on the right. For example, I'll leave it
to the left instead of the top. I think top takes too much space, so I'll go with left, but it's up
to you what preference you like. Now, we have options like label width. If I change this to 50 %,
it's going to change 80 %. You see how it changes? 30 % and it changes.
It's going to depend on what you need. Label margin, but placeholder. In this case, I'll just say
name and description. We can add a description to this so they know what it's for in case
it's something more complex. If this was a field for a price description or something like that, well,
you would add the description there. The tool tip to let them know what
an example, you know what, John Doe. That could be a tool tip. The suffix, the suffix for this, the weight input field,
or it could be a calendar picker. In this case, it's an input field. Input mask, this display mask,
allow multiple mask. Each one of these has a little element that we can hover over withand
understand what it's for. Custom CSS.
So if you need to make really fine-tuning to the customization of how it's going
to look, you have the option here.
Okay? Tab Index, the autocomplete, and you can hide some fields, hide label,
show word counter, show character counter, hide input, initial focus, allow spell
check, disable table view, model edit. These are things that you're not going
to see on typical form builders. Okay?
T hat's just the surface of this. Okay?
Next is data. Data is meant to connect this with other features or when you are going
to create the automation.
This can get really complex. I won't get too deep into this,
but just to show you what is possible. Okay? You got multiple values, the default
value, persistent, the input format, etc. All this available for that. You have your validation settings, so you could do this validate on,
it's going to be a change, a blur. Required, unique minimum length,
minimum length, minimum word length. Those things that you need to set up
to do a validation. If you want to use this for a name, maybe there is no name that's going
to be less than three characters.
You could do it from here. If it's going to be a word length of maximum, so no one has a name that is,
I don't know, 20, 30 characters, there probably is, but it would
be really highly unlikely. Again, you can set that up here. Word count, expression
pattern, error label. What's going to display? Custom error message, custom validation.
Check this out. Like I said, this is not
your simple form builder. Jason, logic validation,
and custom errors.
Like I said, this is going to be and this
is going to scale with your business when you need to grow and need
something really complex next. The API settings to connect with the API. This is really neat because obviously you're going to be able to connect
with other platforms via API. Conditional logic. This component should display true or false depending on when
the form comment has the value of, etc. Logic events logic configuration. We can add a logic for this.
A trigger, so a simple
your mouth is watering. But if you're looking for something
simple, this might be overwhelming. But again, you can use this as a simple
form if that's what you're looking for. There's a layout HTML attributes. We can add an attribute for this
PDF overlay and so on and so forth. In this case, we just want a simple name. But you can see everything
that we can do with this field. A gain, we can add other things like, I
don't know, let's add a checkbox to this. We have all the settings for checkbox.
I'll leave it as it is. I don't want to go complex with this. Here it is. Let's add some selected boxes.
Let's go into data and we're
going to add this label. I'm going to say… I'm just going to name
this I love cookies. We're going to shortcut for A. That's going to make something
easy just to select. Add another one really quickly. I I love cakes and this will be B
and let's go ahead and save it. Just something really simple there. There's the select box,
there's the ratio, there's button. So a button, let's go ahead
and add this right now. It's going to be the submit
button for this case.
Again, we can go ahead and edit
all of that if we like. Make it customizable, use CSS and all
the settings that we might need. There's the advanced field,
so there's email, URL, phone number. Let's add the email inside of here. Again, save it. Again, we could do the validation
and all that for the email. There's the date time, the day time currency, surveys, signature,
layout, so the HTML layout, content, columns, field sets, panels, tables,
when you use columns, we're going to be able to make this
something really nice and unique. The data for this hidden containers,
data maps, data grid, edit grid, tree, and the premium recapture, resource,
file, nested forms, and custom. A lot of fields that we can use
to make our forms customizable. In this case, I'm going
to save it as it is. Again, I'm not trying to make a nice form.
I'm trying to show you
the power of form flow. We can go ahead and edit
this if we're not liking it. We can go to Form History and we can
duplicate this form history and we can duplicate this form
and we go to next form flow. In this case, we're able
to associate it with a workflow. A workflow would be the automation. Like I said, you can go with something
really simple or you can go crazy deep into something really complex
that your business might need.
There's a default one and there's
a two step approval one. Here's a two step approval. In this case, I'll keep
a default form flow for this. Let's go next. Publish this form for client users. Yes,
design permissions accessible for all designers, private only
or specific designers. If we want to set this for specific
designers, that is possible. If we select here,
we added designer to this. Client permissions, everyone has
permissions or specific client groups. Again, this makes things really interesting for complex workflows, complex
forms that you're going to create. You're going to leave some comments here if this is going to be something
unique that you need to set up. This is going to be version, et cetera, and I created this on such state,
things that you might want to add. In this case, I'm going to save it.
Here we go, test for review. I already have a form build that's new, but you can create as many
as you need right here. Now,
if you need to create a custom process, which is the automation,
we'll go into process. Now, inside of here, we're able to edit the workflows that we
have already, which was the one that you saw right now, default
flow or two step approval. We can edit these, we can create
a new one, or we can choose a file. Now, right now I opened
this two step approval. The reason I opened this one is because I wanted to show you how far you
can go with MultiPort Flow. In this case, you can
see the process here. I'm going to click on the
application submitted. Basically, this is what you can do
once you click on these elements.
Each one of these elements is going
to open up the settings on the right. If I click on the application resubmitted, for example, I'm able to check
out the studies for general. I got the name, the ID
documentation for this. If I need to add a documentation for it, a message, asynchronous content,
limitations, so I can before and after the input, I can create this, the output,
execution listeners and extension properties all within
the general tab right here.
Documentation and the message,
that's for that one. Now, let me show you
where it gets started. Here's the submit new application. Again, we have the settings for these. We can move these around, we can edit them,
we can change the connections to this and customize it to something really
complex or something really simple. Now on the left, there's a few
elements that we can use here.
For example, there's the Selector, there's the Activate, Create,
Remove Space tool, there's the Activate the Global Connect tool,
there's the elements for Create a Start Event,
Create an Internal Boundary Event, there's the Create an End Event,
Create Gateway, Create Task, Create Expanded Subprocess,
Create Data Object Reference, Create Data Store Reference,
Create Pool Participant, and Create Group. Now, like I mentioned before, you can do something really simple or you
can do something really complex that's going to make your workflow
work for your business niche. If you need something that has to happen
for your form to flow your workflow, this can accomplish it,
and that's the idea of form flow. Now, I want to show you the next view. In this case, let me get out of here.
This is the designer view. Remember, I can go ahead and design here. When I'm done, I'm out. Before I change, let me show you
the language really quickly. These are the languages that are
available as of this video. Let's get out of here. Now I'm going to show you the client view.
In this case, you're going to be able
to view that I can't create forms and I can't edit workflows
because this is the client view. Now I'm able to submit a form
from the forms that are public and have been submitted to everyone in this case,
so I can view the test for video 1. If I select it,
I can go ahead and add my name here. Click, click, click, really quickly. I love cookies and I think
I'm missing an O there. My email and I'm going to submit it. I already have a submit button there, but
I just added one for testing purposes. Now, that's how easy it
is to jump into a form. Now, you can also share the link if
you like and fill it out over there. There's also the applications here. You can see this is the application that I
just created and there's a reference ID. Here it is with the form, the history,
and the process diagram. In this case, remember, this is a simple workflow, nothing
complex about it, and it works perfectly.
I can link to form submission,
so I can go ahead and view this. That's going to take me there.
There we go. This is the form that was just submitted with the data, the data information, and I
have the filter to view all of this. Now, let's go back,
and that's for the client view. Let's go jump over
to the reviewer view now. Now, we're logged in into the reviewer section, and in this case,
we have different type of views. You can understand how it's
divided and how it can be used. In this case, now we have the top bar, we can view the forms,
the applications, the task dashboard, and we're going to be able to view
analytics for these forms. Now in this case, like I mentioned before,
we're not going to be able to design forms because this is not meant
for that type of section. It's divided so it doesn't get complex.
In this case, this is a reviewer. If I need to review this form,
I can go ahead and do so by viewing it. This is the test for video
and that I created. I can go ahead and submit it. I can view the applications. Here's the applications from one of the clients and another
one that's been filled out. You can see it here. I can go ahead and view it when
it was completed, last modified. I can view the task here when there's
tasks available or that are assigned. They're going to be available here. There's the dashboards and we're going to be able to view
the submissions here also. For example, for new, there's been
four submissions, completed and draft.
There's three drafts and one completed. Let's ask for video. Again, completed and draft, so one, one. We're able to view the insights for these. In this case, I don't have any analytics right now to show you, but you can
view the analytics for all of his. Those are the three sections that I
wanted to show you from Formflow. You got your designer,
you got your client, and reviewer. All that to create simple or complex forms
that are going to be able to work with your business and scale with your
business, which is really important. You don't want to jump into a form builder that is simple, that looks nice only,
but doesn't have the features that you're going to need to scale with your business
because there's no point to start building a form in a form builder
that's going to be simple. Then you're going to hit a point where your business can't work with that form
builder anymore and you hit a wall. You need to jump into another system and you're going to have to teach
everyone to jump into that next system.
So it's better off to start off with something that can do a simple
form and something really complex. Well, that is Formflow. Remember, I'll leave the link in the description for the cloud
version and the open source one. And that's a wrap..