Integrate Live Forms Data with Yoga Forms™

Yoga Forms™ (formerly PROFORMA) is a proprietary web-based digital forms solution developed by and exclusively available through RPI Consultants. Built on flexible XPath technology, Yoga Forms™ can easily integrate with ECM, ERP, and third party applications via SQL queries and web service calls.

Transcript

John Marney:
Thank you again for joining RPI Consultants Webinar Wednesdays. Today’s presentation is around PROFORMA, which is a piece of software that RPI has created for rapid form deployment.

A few housekeeping items real quick. This webinar will be recorded and shared on our website and YouTube channel so feel free to access it there for future reference.

The slide deck and the demonstration video will be sent out to all attendees so don’t feel like you have to screen shot anything. We have someone standing by to answer questions throughout the presentation, so feel free to use the little question window inside of the GoToWebinar application to submit questions.

Finally, feel free to provide feedback for any future webinars or presentations that we can give. We love to create the content that our clients really need.

First little bit about me, my name is John Marney, the Manager of Solution Delivery here on the imaging team at RPI. Over seven years of experience with OCR implementations and design, ECM implementations and designs. Significant amount of my background is in healthcare organizations and with other back office type implementations, especially around accounts payable.

I enjoy spending my free time grilling, playing board games with my wife and friends and I’m an alumni at Kansas State.

Abbey Oliver:
My name is Abbey Oliver, I’m a senior consultant here at RPI and I have about five years’ experience both designing and implementing custom solutions as well as our standard solutions.

I was also a former consultant and Perceptive Software and I’m a very proud Kansas Jayhawk and a proud mom to an English Springer Spaniel.

So a little bit about what we’re going to talk about today. We’re going to go over what RPI does in general and then lead into what PROFORMA is. We’ll dig into the features, the technology, architecture and then end with a demonstration.

Of course at the end if you have any questions, please feel free to submit those.

John Marney:
We’ll close out with some pricing information as well.

So a bit about RPI what can you tell us, Abbey?

Abbey Oliver:
We have about 80 full time consultants here and that also includes project managers and technical architects. We’re very proud of our 16 years of experience with ERP and ECM consulting.

We also have a couple offices located in Baltimore, Tampa and Kansas City.

John Marney:
We do a lot of different things. We provide a lot of different services for our clients. The highlights there are we do a lot of upgrade and installations. Our main purpose of our business is for business process automation. Helping how to make those processes in your business that are highly manual or time consuming.

We provide workflow designs and redesigns, custom development and of course platform migrations. Right now the hot topic is Perceptive to OnBase.

Okay so, PROFORMA. What is PROFORMA?

Abbey Oliver:
Well PROFORMA is a rapid deployment platform that will allow you to build forms within minutes. You can publish these forms both internally and externally outside of your organization.

We can also integrate PROFORMA directly with Perceptive Content and Hyland’s OnBase. The benefit is with little to no programming, you can build and publish these forms with a user such as a super user type role.

Also, PROFORMA can be used virtually any industry, so it can fit your business needs.

Now to kind of get into some of the features of PROFORMA, it’s very, very user friendly platform. We provide tooltips and custom error messages along with data validation and option to set required fields.

We can use utilize some of the security and conditional formatting options.

And then John …

John Marney:
Yeah, so one of the great things about the PROFORMA forms is that they are device agnostic. What that means is that one form should display or have a similar user experience across any platform, whether you’re using a computer browser, a phone browser, a tablet, the form will work the same way.

It’s able to do that because the forms are built on an HTML 5 front end. That also means that there’s no Java requirement, there’s not Silverlight requirement, no Flash. There should be no additional software other than a modern browser.

The forms themselves can be framed into another web application. So, if you wanted to embed this inside of another process you can.

The fields in the PROFORMA forms can be matched directly to data points in other systems through a web service call or data base entry.

In Perceptive we can map fields directly to index keys and custom properties. OnBase we can map directly to keywords, Kofax we can do similar things.

Also, directly into an ERP. I had something like a check request that I wanted to set up a form for I could have that directly into my financial system, say Lawson.

As I said, web service or SQL calls can be built right into the form fields. This can be done like Abbey said with little to no programming experience. It’s meant to be sort of a business analyst type role to build the forms.

Another feature is that a web form can actually be transformed into a predefined document format, such as legal documents like a W-9. The form interface can be whatever you want it to look like in PROFORMA and then it translates into the office form once it’s been submitted.

The PROFORMA system integrates with AssureSign for eSignatures. We can also do something DocuSign, but AssureSign is what we’ve gone forward with so far.

PROFORMA Technology. Let’s talk a little bit about what’s behind the form. You can actually customize the forms. If you wanted to dive into the code you could. If you wanted to give it a specific look and feel you can do that with a custom style sheet.

The way that the fields all relate to each other is done in a language called Xpath. It’s really not as scary as it sounds. It is well documented so you can do field calculations, make conditional statements, perform validation on the user entry, etc.

It’s a very, very simple interface and you’ll see this in our demo. For sending form data to custom properties and index keys in Perceptive, or in keywords in OnBase.

That is one of the main drivers behind making this software was the ability to directly integrate into the ECM systems.

Finally, the form itself, even though when we submit it to another system we wanted to save it, it saves it as an image or PDF. We can actually keep that form alive for future editing and build some workflow around it.

Abbey Oliver:
And now we’ll dig in a little bit of the architecture. You have the option to deploy this either on-premises or RPI would be happy to host your PROFORMA platform and manage it as well.

A benefit since form submissions are generally not very resource intensive the server does not require a lot of man power or need to be very robust.

Then many of our clients question how to securely expose the server to the internet for external forms. We would do so by using our reverse-proxy and of course we would help you set this up.

John Marney:
Right. We’re going to do a bit of a demonstration. This video is about 10 minutes long. I’m going to build out a human resources job application type form and you’ll get to see that.

John Marney (demo):
Hello and welcome to RPI Consultants demonstration of PROFORMA. PROFORMA is a rapid deployment form utility used for quickly building and deploying forms for your organization. This demonstration is going to over how to quickly build a job application form. Just as a demonstration shows some of the features of PROFORMA.

What you’re seeing here is the PROFORMA demo website. On the left you have a toolbox. It has a number of different field types in it. From text fields to pre-formatted fields for numbers, currency or phone numbers, dates, times, etc., on down to more advanced usage such as connectivity to your 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 building a job application. So 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 so I’ll say, applicant information. Then in this first field, 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 enter column. This box I will come over here to my toolbox, I’ll select the box that I want to appear. I want to make this a currency. Desired hourly wage.

Then on the right I’m going to say desired start date. So I’m going to do a drop down date. Desired start date.

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 I’m going to add a text field, last name, enter text field, first name, and finally a third text field for middle name.

Then I want another row so click the down arrow over here. You’ll see as I mouse over various sections of the form different options pop up. If I need to delete a field I can click the icon next to it, here and that would just delete it.

The options for a field are in the little gear icon on that field. We will dive into that here shortly. Then finally another row for phone number, so let’s say a control field here for phone number. Select that, say phone number. To the right of that I’ll add a