RPI’s Yoga Forms™ Simplifies Web Based Forms Integration

RPI Manager, Solution Delivery, John Marney demonstrates RPI’s proprietary forms solution Yoga Forms, an easy to use platform for building, deploying, and integrating web-based forms using a simple drag-and-drop interface.

Hello and welcome to RPI Consultants demonstration of PROFORMA (now Yoga Forms™). PROFORMA is a rapid deployment forms utility to be used for quickly building and deploying forms for your organization. This demonstration is going to go over how to quickly build a job application form, just as a demonstration to show some of the features of PROFORMA.

What you’re seeing here is the PROFORMA demo website. On the left, you have a toolbox that has a number of different field types in it. From text fields to pre-formatted fields for numbers, currency, or phone numbers, date times, et cetera. On down to more advanced usage such as allowing connectivity to a database or scripting certain actions. Here in the main area you have the actual form canvas. This is where we’re going to be building everything. Along the bottom you have the ability to start a new form, test the form you’re currently working with, or save or publish this form.

As I said, we’re going to be building a job application. Quickly, this should only take about 10 minutes to build a whole functional form. I’m going to start by titling this first section. This is what we start with. I’ll say applicant information. Then in this first field, I’m actually, this is a text box so I’m going to enter a label, name of position. I want to actually add a field to the right of that for the desired wage, so I’m going to click this insert column. In this box I will come over here to my toolbox, I’ll select the box where I want it to appear. I want to make this a currency, say desired hourly wage. Then on the right I’m going to say, I want the desired start date, so I’m going to do a drop down date and say desired start date. All right, so that’s the first part.

Then I’m going to add a whole nother row here so I can start capturing applicant information. Add a row, select the first field. I’m going to capture the applicant’s name, so in a text field, last name, another text field, first name, and finally a third text field for middle name. Then I want another row, so I’m going to click the down arrow over here. You’ll see as I mouse over various sections of the form different options pop up. If I needed to delete a field, I could click the icon next to it here and that would just delete it. Then the options for a field are in the little gear icon on that field. We’ll dive into that here shortly. Then finally another row for phone number. I’m going to say, I have a control field here for phone number. I’ll select that, say phone number. To the right of that I’ll add an email address. To the right of that I’ll do a secondary phone number or alternate.

Now I have a few questions I want my applicant to answer as well that I can, yes or no questions, that I can use to drive other actions on the form, or for my business decisions. I’m going to add one more row for applicant information. I’m going to use a yes/no answer, and say are you eligible for employment in the U.S., pretty common application question. I’m going to add another one that says are you able to provide a valid driver’s license. Then a third question, are you available to work. Okay, now maybe I want to add some instructions to this form so that anybody who’s happened upon it knows what they should be doing to fill it out. Maybe I add a row here at the top where I can enter some text just for some instructions.

Now I need another section. I want to capture references for the applicant. I’m going to add a whole new section. I’m going to come to the top of my toolbox here, click new section. I’m going to name this professional references. For this I want a repeating section of fields so that they can add as many or as few as they want. We can actually set a minimum required number, so if you want three references you can set that up. But