Introduction
ActiveWIT is an application management and hosting platform that’s ideal for automating many business processes.
Designed for business users, ActiveWIT is self service, low cost and easy to use.
There's nothing to download or install.
There's no need to hire and contract specialized personnel.
There's no waiting for application delivery.
Simply login and select or define what you need.
Setting up an account and the first six months is free.
There's no risk and you can start today.
|
Evaluate
Choose from ActiveWIT's ready-made webforms, modify ready-made webforms or define new webforms.
Whether the webform's ready-made or new, configuration is necessary to run within the application as described in Seciton 3.
The following three sections provides information to get up and running.
Section 1 - Select Ready-Made Webforms
Section 2 - Define New Webforms
Section 3 - Configure Application to Use Webforms
See our webform examples - purchase order, invoice, credit application
|
Select Ready-Made Webforms (Section 1)
Each webform is available to all applications in your account.
Each webform must be activated before it may selected from within an application.
An audience must then be configured for the webform, and the webforms behavior must be selected from applications configuration.
This information is detailed within Section 3.
Follow the following steps to activate a predefined webform.
First, select the Predefined Webforms from the Forms tab.
Second, select webform that you want to include into your account.
Third, review Id and description for any changes and select Save.
Fourth, preview application and make any changes before activating within your account.
|
Define New Webforms (Section 2) |
Before defining or modifying a webform there must be an understanding of the business elements to capture and process.
The easiest way to determine form elements is to identify the necessary information to complete a webform.
For instance, a purchase order's webform may require the following - item name, cost, units and the ability to calculate the totals.
This simple exercise can save a great deal of time unless you already know what it is that you want.
When defining a webform, keep it simple.
You and your customers will be glad you did.
Only define the elements you need with an appearance for best usability.
Exceptions to the rule of simplicity may be broken for very complex business process.
Please evaluate the following two examples or login and take a look at our purchase order, invoice or credit application webforms.
|
1) Purchase Order Processing
|
- Submit Purchase Order - Create an activity for customers to submit purchase orders
- Submit Purchase Order webform - Create a webform to create purchase order number, gather item descriptions, unit cost and number of units to calculate totals
- Account Representative Approval - Representative evaluates purchase order and determines if additional information is required
- Invoicing - Get items on purchase order list and inform customer of any shipping or item changes
- Shipping - Ship Items and inform hisotry of shipping status
|
|
2) Credit Application Processing
|
- Submit Credit Application - Create an activity for cutomers to submit credit applications
- Submit Credit Application Webform - Create a webform to gather customer information to determine credit approval
- Account Representative Approval - Representative evalutes credit application
- Manager Approval - Approve or deny credit application
- Complete - Notify all stakeholders that the credit applicaiton has been completed
|
Describe Webform
Webforms are created by selecting the Forms tab from a registered and logged in account.
Within Form Administration - select “Add Form”.
|
Id and Description
Provide a concise Webform Id and description.
Use “Description” for the wordiness that’s necessary to describe the Webform.
Once Id and Description are entered, select Save.
|
Describe Webform Elements
Select the webform to access the interface to define form elements.
You may select from textboxes, dropdowns, check list, radiobutton list, images, list boxes and buttons.
|
Describe Layout
We provide the ability to incorporate HTML to define your form's layout.
Simply select the Layout button and wrap your HTML with a "layout" tag.
To have your element wire up to the database just place that element's tag in the location that you want it to appear.
In the following image notice the "_txt_dba" and "_txt_ownedby".
These elements will display as text boxes taking on all of the characteristics described by their properties.
|
Webform Script
We provide the ability to incorporate javascript into your webform.
Simply select the script button and enter your script into the window as in the following images.
|
Webform Style
We provide the abililty to apply css to your webforms.
Simply select the style button and enter your style into the window as in the following images.
|
Configure Application to Use Webforms (Section 3)
There are 3 configuration steps that must be completed before customers may use your webform.
First, an audience must be defined.
Second, webform login and accessibility must be configured for the selected application.
Third, the link must be made for placement in other web pages or sending through email.
First, Define Audience.
This step is required to define the people that will be responding when customers select the webform link.
Notice the Key that's listed in the saved Work Item Template.
click here for more information on work items and detailed information on defining participants...
Second, Define Application Settings for Webforms
These selections are made by selecting the "Apps" tab from the menu and then selecting "Select EForms".
The grid indicates whether the webform is availabe in the appplication, available to end users, is readonly to the end user and if the end user is required to login.
Once you have selected the options set for the webforms, the system produces access links as displayed in the far right column of the grid.
click here for more information on applications...
Third, Make the Link
There may be many webforms in your applications and each webform may have different participants.
There may even be a need to have many different participant templates within a specific application for regional or slightly different variations.
So, what you have to do is copy the link generated for the webform that you want accessed from another web page or sent through email.
Then, you must append &tt=[template key if for audience] to the webform link. In our example this value is 1.
This example is the link for the "Test Form" with the audience specified in the saved work item template
http://localhost:3515/F1.aspx?FN=Test Form&DN=0a22aeb4f122412ca93d&WFK=35&tt=1
Now, you just have to make an anchor tag with the text you want displayed.
<a href="http://localhost:3515/F1.aspx?FN=Test Form&DN=0a22aeb4f122412ca93d&WFK=35&tt=1>ActiveWIT Test Form</a>
The link on your wep page would look something like this:
Click here to access our ActiveWIT Test Form.
|