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Enterprise Forms Features
Forms & Template Editing
Supported Field Elements Form Designer Accessibility
  • Label - element to display dynamic or static read-only text
  • TextBox  - element to provide data entry (including Password)
  • TextArea - element to allow user to input large text
  • RichText  - element to allow user to input HTML formatted text (Rich Text Provider)
  • HTML - element to display read-only HTML formatted text
  • Select List - element for a drop down list with option to select single or multiple value
  • CheckBox - element for a single Checkbox
  • CheckBox List - element for grouping list of Checkboxes
  • RadioButton - element for a single Radio Button
  • RadioButton List - element for grouping list of Radio Buttons
  • File Upload - element for uploading documents & files
  • Datagrid - element for display read-only data in grid like format
  • Templates - supports templating system for 2 differen form types, Parent and Child (sub form)
  • Multi-page - Supports multi-page layout per form
  • WYSIWYG - What You See Is What You Get form layout editor
  • Preview - provides ability to preview of form during designing
  • Drag & Drop - supports drag & drop of field elements between layout cells
  • Field Replication - supprts copying of fields, rows and pages
  • Import/Export - support Import and Export of form templates for seamless migration between portals
  • Template Replication - supports creating new forms based on existing form templates
  • Custom Styling - supports CSS styling on fields, cells and page level
  • Advanced Portal Features - ability to activate/deactivate certain features
  • Template Listing Views - ability to select from different builtin template listing views
Field Validation Template Designer Workflow
  • Mandatory Validator - supports validation for required fields
  • Numeric & Decimal Validators - supports validation for numeric and decimal field values
  • Email Validator - supports validation for email addresses
  • URL Validator - supports validation for URL addresses
  • Alphanumeric Validator - supports validation for alpha-numeric field values
  • Regular Expression Validator - supports custom Regular Expression for field validation
  • Custom message - supports custom error message for each field validator
  • ON/OFF Validation - Ability to switch on/off field validation for a particular workflow step
  • Error notification - notification of validation errors at both Field and Form level
  • Client Action - ability to call external Javascript function for advanced field validation
  • Javascript API - provides an API to access form elements at runtime
  • Inline validation - ability to turn on/off inline validation in forms
  • Access Control - tighly integrate with DNN security roles to control users access for edit, approve and publish form templates
  • Multi-user - supports multi-user environment form template creation process
  • Template Approval - provides a built-in workflow to approve and publish form templates
  • Edit Locking - support Lock and Unlock form templates for exclusive editing
  • Versioning - ability to version and track changes to form templates.  Rollback to earlier form template versions is also supported
  • Template Validation - ability to validate form template for errors before publishing
  • Instant Publish/Development - ability to instantly publish a form template (bypass the form template workflow process) or change a published form template to development
  • Template Usage Dashboard - mechanism to show how form templates are being accessed
  • View Access Log - ability to view the full access log entries for form accesses
Advanced Forms Features Userability
  • Flat table storage - stores forms data in its own unique table easiyly accesible by other applications
  • Dynamic Tokens - supports translation of field tokens to value for dynamic processing
    • Advanced tokens processing using built-in functions
    • Embed custom .NET code (C#) for full flexibility
  • Databinding - ability to bind data from external data source to a field
  • Conditional Databinding - ability to perform databind from an external data source based on value of a form field
  • Form Level Conditional Visibility - ability to hide/show a form field based on value of another form field
  • Page Level Conditional Visibility - ability to hide/show a form page based on value of another form field
  • Field type - ability to specify field data type for storage
  • Client Actions - ability to call JS scripts upon a field event begin triggered
  • Content Localization - ability to localize content, specifically Label, HTML type fields to Users' preferred locate
  • Versioning - ability to version and track changes to form templates.  Rollback to earlier form template versions is also supported
  • Archiving - ability to archived captured form data
  • AJAX - AJAX enabled throughout the application where applicable
  • User modes - ability to switch between standard and lite mode.
    • Lite Mode - provides the ability to quickly design templates without the advanced workflow features
    • Standard Mode - fully enabled form template design functionalies
  • Interactive Help - ability to display quick on screen help on functionalities of  fields, buttons and images
  • Auto Remember - ability to auto remember sort order and page size of listings throughout the application
  • Localized Timestamp - Date time values are displayed and captured localized to users' timezone
  • Textfield Hilight - ability to add hilighting to text fields
  • Date Range Search - ability to search date type fields using range instead of a sinlge date matching
Workflow Processing
Form Workflow Form Workflow Security
  • Workflow enabled - ability to embedd a form to a workflow process
  • Multi-state Workflow - ability to create any number of states in a workflow
  • Multi-path Worklow - ability to create anu number of transitional paths between workflow states
  • Success Message - ability to specify a custom message upon a custom form submission
  • Redirect - ability to specify a URL to redirect upon a successful form submission (Dynamic Form Tokens supported)
  • Single Submit - ability to restrict users from submitting multiple form instance
  • Data Export - ability to export form data to Excel/CSV/XML formats
  • Multi-template - ability to manage form instances from multiple form templates from within a single instance of Workflow Manager module
  • Workflow Conditional Visibility - ability to show/hide workflow action button based on certain conditions
  • Custom Form Role - The ability to group form roles in groups for easy mapping and migration between portals
  • Granular Security Access - ability to grant individual access (read/write/delete) to custom form roles at each state in both and parent and state forms
  • My Forms - ability to view/edit forms belong to the current users
  • Work List - ability to view/edit forms requiring attention for further processing based on security roles and current form states
  • Searching - ability to search for forms using form fields specified as searchable fields
Form Workflow Notification Form Workflow Advanced Processing
  • Form Field Emails - ability to use field values as notification email addresses
  • Fixed List Email - ability to send notifications to fixed list of email addresses
  • State Users - abiltity to send notification to application users with access To and From state of the particular workflow step
  • Include Form Data - ability include whole form layout in email notifications
  • Custom From Email - ability to use different From email address in email notifications
  • Custom Subject - ability to customize Subject component in email notifications (Dynamic Form Tokens supported)
  • Custom Body - ability to customize Body component in email notifications (Dynamic Form Tokens supported)
  • Form Owner - ability to send notification to user originally submitted the form
  • Email Attachment - ability to use file uploads as email attachments
  • Email Format Type - ability to toggle between HTML and Text email formats
  • Reminder Notification - ability to send reminders when form has not been submitted after certain period
  • Execute SQL - ability to execute a database stored procedure or raw SQL statements upon form submission or workflow state change
  • Add/Remove User Roles - ability to add or remove DotNetNuke roles from the form owner
  • Register User - ability to register new users to the portal
  • Edit User Profile - ability to edit profile of a registered user
  • XML Post - ability to post form data in XMl format to an external URL
  • Form Data Post - ability to perform silent HTTP post to an external URL
  • Text/HTML Workflow Enabler - ability to add workflow processing to the core Text/HTML module
  • Announcement Workflow Enabler - ability to add workflow processing to the core Announcements module
  • Email Notification - ability to send separate email notifications upon form submissions or workflow state change
  • Paypal payment - ability to integrate payment processing via Paypal
  • Transactions - supports transactional processing when submitting forms
Form Data Reporting
Report Management Report Fields Management
  • Report Template - supports creation of any number of report templates per form
  • Report Instances - supports multiple module instances per report template
  • Data Export - ability to export report form data to Exce/CSV formats
  • Display Forms - ability to display reports in stangard grid or custom layout formats
  • Custom Layout - supports customization of report layouts (listing or detail) for advanced formatting
  • Search Fields - fields marked searchable can be made visible to users for report data filtering
  • Auto Search - Report instances can be designated to display report data automatically
  • Metadata - ability to access workflow meta data in reports
  • Custom Name - supports the ability to customize display name for fields when reporting
  • Field Inclusion - ability to select which form fields for
    • Display - indicates if field should be display in report or not
    • Order - the ording and order type of the field
    • Grouping - how field data should be grouped for statistical reporting
    • Search - indicates if the field could be used as a Search field
  • Statistical Support - ability to call agreggated functions such as Count, Sum and Average in reports
  • Customization - ability to customize styling on individual columns in the report Grid
Forms & Template Editing
Supported Field Elements Form Designer Accessibility
  • Label - element to display dynamic or static read-only text
  • TextBox  - element to provide data entry (including Password)
  • TextArea - element to allow user to input large text
  • RichText  - element to allow user to input HTML formatted text (Rich Text Provider)
  • HTML - element to display read-only HTML formatted text
  • Select List - element for a drop down list with option to select single or multiple value
  • CheckBox - element for a single Checkbox
  • CheckBox List - element for grouping list of Checkboxes
  • RadioButton - element for a single Radio Button
  • RadioButton List - element for grouping list of Radio Buttons
  • File Upload - element for uploading documents & files
  • Datagrid - element for display read-only data in grid like format
  • Templates - supports templating system for 2 differen form types, Parent and Child (sub form)
  • Multi-page - Supports multi-page layout per form
  • WYSIWYG - What You See Is What You Get form layout editor
  • Preview - provides ability to preview of form during designing
  • Drag & Drop - supports drag & drop of field elements between layout cells
  • Field Replication - supprts copying of fields, rows and pages
  • Import/Export - support Import and Export of form templates for seamless migration between portals
  • Template Replication - supports creating new forms based on existing form templates
  • Custom Styling - supports CSS styling on fields, cells and page level
  • Advanced Portal Features - ability to activate/deactivate certain features
  • Template Listing Views - ability to select from different builtin template listing views
Field Validation Template Designer Workflow
  • Mandatory Validator - supports validation for required fields
  • Numeric & Decimal Validators - supports validation for numeric and decimal field values
  • Email Validator - supports validation for email addresses
  • URL Validator - supports validation for URL addresses
  • Alphanumeric Validator - supports validation for alpha-numeric field values
  • Regular Expression Validator - supports custom Regular Expression for field validation
  • Custom message - supports custom error message for each field validator
  • ON/OFF Validation - Ability to switch on/off field validation for a particular workflow step
  • Error notification - notification of validation errors at both Field and Form level
  • Client Action - ability to call external Javascript function for advanced field validation
  • Javascript API - provides an API to access form elements at runtime
  • Inline validation - ability to turn on/off inline validation in forms
  • Access Control - tighly integrate with DNN security roles to control users access for edit, approve and publish form templates
  • Multi-user - supports multi-user environment form template creation process
  • Template Approval - provides a built-in workflow to approve and publish form templates
  • Edit Locking - support Lock and Unlock form templates for exclusive editing
  • Versioning - ability to version and track changes to form templates.  Rollback to earlier form template versions is also supported
  • Template Validation - ability to validate form template for errors before publishing
  • Instant Publish/Development - ability to instantly publish a form template (bypass the form template workflow process) or change a published form template to development
  • Template Usage Dashboard - mechanism to show how form templates are being accessed
  • View Access Log - ability to view the full access log entries for form accesses
Advanced Forms Features Userability
  • Flat table storage - stores forms data in its own unique table easiyly accesible by other applications
  • Dynamic Tokens - supports translation of field tokens to value for dynamic processing
    • Advanced tokens processing using built-in functions
    • Embed custom .NET code (C#) for full flexibility
  • Databinding - ability to bind data from external data source to a field
  • Conditional Databinding - ability to perform databind from an external data source based on value of a form field
  • Form Level Conditional Visibility - ability to hide/show a form field based on value of another form field
  • Page Level Conditional Visibility - ability to hide/show a form page based on value of another form field
  • Field type - ability to specify field data type for storage
  • Client Actions - ability to call JS scripts upon a field event begin triggered
  • Content Localization - ability to localize content, specifically Label, HTML type fields to Users' preferred locate
  • Versioning - ability to version and track changes to form templates.  Rollback to earlier form template versions is also supported
  • Archiving - ability to archived captured form data
  • AJAX - AJAX enabled throughout the application where applicable
  • User modes - ability to switch between standard and lite mode.
    • Lite Mode - provides the ability to quickly design templates without the advanced workflow features
    • Standard Mode - fully enabled form template design functionalies
  • Interactive Help - ability to display quick on screen help on functionalities of  fields, buttons and images
  • Auto Remember - ability to auto remember sort order and page size of listings throughout the application
  • Localized Timestamp - Date time values are displayed and captured localized to users' timezone
  • Textfield Hilight - ability to add hilighting to text fields
  • Date Range Search - ability to search date type fields using range instead of a sinlge date matching
Workflow Processing
Form Workflow Form Workflow Security
  • Workflow enabled - ability to embedd a form to a workflow process
  • Multi-state Workflow - ability to create any number of states in a workflow
  • Multi-path Worklow - ability to create anu number of transitional paths between workflow states
  • Success Message - ability to specify a custom message upon a custom form submission
  • Redirect - ability to specify a URL to redirect upon a successful form submission (Dynamic Form Tokens supported)
  • Single Submit - ability to restrict users from submitting multiple form instance
  • Data Export - ability to export form data to Excel/CSV/XML formats
  • Multi-template - ability to manage form instances from multiple form templates from within a single instance of Workflow Manager module
  • Workflow Conditional Visibility - ability to show/hide workflow action button based on certain conditions
  • Custom Form Role - The ability to group form roles in groups for easy mapping and migration between portals
  • Granular Security Access - ability to grant individual access (read/write/delete) to custom form roles at each state in both and parent and state forms
  • My Forms - ability to view/edit forms belong to the current users
  • Work List - ability to view/edit forms requiring attention for further processing based on security roles and current form states
  • Searching - ability to search for forms using form fields specified as searchable fields
Form Workflow Notification Form Workflow Advanced Processing
  • Form Field Emails - ability to use field values as notification email addresses
  • Fixed List Email - ability to send notifications to fixed list of email addresses
  • State Users - abiltity to send notification to application users with access To and From state of the particular workflow step
  • Include Form Data - ability include whole form layout in email notifications
  • Custom From Email - ability to use different From email address in email notifications
  • Custom Subject - ability to customize Subject component in email notifications (Dynamic Form Tokens supported)
  • Custom Body - ability to customize Body component in email notifications (Dynamic Form Tokens supported)
  • Form Owner - ability to send notification to user originally submitted the form
  • Email Attachment - ability to use file uploads as email attachments
  • Email Format Type - ability to toggle between HTML and Text email formats
  • Reminder Notification - ability to send reminders when form has not been submitted after certain period
  • Execute SQL - ability to execute a database stored procedure or raw SQL statements upon form submission or workflow state change
  • Add/Remove User Roles - ability to add or remove DotNetNuke roles from the form owner
  • Register User - ability to register new users to the portal
  • Edit User Profile - ability to edit profile of a registered user
  • XML Post - ability to post form data in XMl format to an external URL
  • Form Data Post - ability to perform silent HTTP post to an external URL
  • Text/HTML Workflow Enabler - ability to add workflow processing to the core Text/HTML module
  • Announcement Workflow Enabler - ability to add workflow processing to the core Announcements module
  • Email Notification - ability to send separate email notifications upon form submissions or workflow state change
  • Paypal payment - ability to integrate payment processing via Paypal
  • Transactions - supports transactional processing when submitting forms
Form Data Reporting
Report Management Report Fields Management
  • Report Template - supports creation of any number of report templates per form
  • Report Instances - supports multiple module instances per report template
  • Data Export - ability to export report form data to Exce/CSV formats
  • Display Forms - ability to display reports in stangard grid or custom layout formats
  • Custom Layout - supports customization of report layouts (listing or detail) for advanced formatting
  • Search Fields - fields marked searchable can be made visible to users for report data filtering
  • Auto Search - Report instances can be designated to display report data automatically
  • Metadata - ability to access workflow meta data in reports
  • Custom Name - supports the ability to customize display name for fields when reporting
  • Field Inclusion - ability to select which form fields for
    • Display - indicates if field should be display in report or not
    • Order - the ording and order type of the field
    • Grouping - how field data should be grouped for statistical reporting
    • Search - indicates if the field could be used as a Search field
  • Statistical Support - ability to call agreggated functions such as Count, Sum and Average in reports
  • Customization - ability to customize styling on individual columns in the report Grid
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Update :: September 03, 2010