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Products
Custom Web Forms
 

Build web forms for customers and employees to submit and process.

Enforce standard business processes
Minimize administrative overhead
Lower cycle times and eliminate process delays
   
Publish a Form to your Web Site
Publish a custom form to your web site in seconds.
Approve Forms
Assign a workflow to approve a form in seconds.
Make the form available to Customers in the Customer Support Center
Just check a box, and your custom form is made available in the Customer Support Center.
 
Documentation
Forms Documentation

How to Build and Manage Forms  
Step 1: Create a Form Step 2: Set the Approval Path or Workflow

Create the form in the Forms Editor. Multiple Field Types have been pre-created to make form building easy. Check if you want the form to be displayed in the Client Login Area for submitting by Clients.

Optional. User Firendly Workflow Management Interface. Click the image to see the workflow management interface for a form.

Step 3: Define Who Sees What Step 4: Define Varying Actions

Optional. Change the appearance of your form. Define Form Views for each Stage of the Workflow so different people see different fields. Edit the Form in the Views tab.

Optional. Use PHP to define actions that Forms take at varying workflow stages. You can assign actions when the form is (1) First Submitted (2) Submitted (3) Approved and/or (4) Declined.

Publish a Form to your Web Site Access the Database

Optional. Publish a form to your web site. Simply cut and paste code into your web page.

All information submitted by Forms is found in a central repository which can be searched.

 
What Forms can you Build?  
"Get a Quote" form for web site
"Contact Us" form for web site
Contract Management Form
Work Orders Form
Telephone Orders Form
Procurement Form
Bids Management Form
Banking and Finance Forms
Leave Application Form
Office Purchase Request Form
Quotes Management
Staff Travel Applications
Feedback Forms
Surveys
Invoice Dispute Forms
 
Field Types & Applications:  

When you build a form, you need to select Field Types - eg., text fields, attachment fields, number fields, and so on.

Worlddo contains multiple Field Types especially prepared for making form building and workflowing easier. This saves you time and lets you get going very quickly. Here are just a few examples of field types:

 

Workflow Invoices

 

The Invoice Matrix field type lets you take orders over the phone, add automatically raise an invoice at the end of the workflow. Because every business is different, straight PHP code is needed in the Actions tab to define what you want done when the form is (1) Submitted (2) Approved and (3) Declined. Simply add the items for the invoice in the form, and click Submit -- click the image to see an Invoice Matrix field type in a form.

 

Addresses: Fault Tolerance

 

The Address Field Type has built in Fault Tolerance. Type the wrong address, and suggestions will be raised. Click on the correct name and the address is auto filled. The Address Field Type is for Australian addresses, but can easily cater for US or other countries where current city/town/suburb/post code lists are downloadable from the Post Office web site. Click the image to see a working example.

 

Contracts Management

 

Contracts Management is done using Custom Forms. Use the template provided to build your own form quickly, and assign workflows as you need. Click the image to see the workflow schematic. Learn more >>

 

Procurement Management

 

Procurement Management can be easily done using Custom Forms. Use the template provided to build your own form quickly, and assign workflows as you need. Click the image to see the workflow schematic.

 

Finish-to-Start Workflows

 

With the ability to define Actions, a workflow can be programmed to start after another has finished, or split after another has finished depending on what was decided. This ability makes the Forms Editor ideal SCM applications, complex workflows, schools and universities, and more.

 
   

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