Check out our new video on Personalising emails with web form responses

Maybe Santa should check out our video on Personalising Emails with web form responses http://bit.ly/1sPHEOt  :

santa

 

Happy Christmas, everyone.

Have a look at our latest tutorial: On setting up mobile cases, capturing data offline, syncing info back to your project and generating personalised documents

mobile cases picClick here to view

 

 

 

 

Adding Project Data (Static Data to a project)

Step One:

In the project’s table, click ‘Edit Project Data’ on the left hand side.

adding project data 1

 

Step two:

Click ‘Add Data List’

adding project data 2

 

Step 3:

Give list a name, Click ‘Add Options’. Give each field a unique ID name and corresponding value. Make sure to have no spaces in the ID name.  Click ‘Save Data’ list.

adding project data 3

 

Step four:

Return to the Inforama Designer.  On the right hand side under Date/Resources click ‘Project Data’, to reveal headings.

adding project data 4

 

Step Five:

Click the Document field on the right with the corresponding Project Data heading. A drawing pin will appear denoting that the association has been made.

adding project data 5

 

Accessing Mobile Cases

Accessing Mobile Cases:

Background: I am working under my own Personal Inforama. I have set up a case called Jane Blogs Dublin and have assigned the case to myself. (Did this by setting up a case, adding the web form to the case and then under actions clicked ‘Assign to’).

Step One:

To set up a case for offline access:

  1. Click on ‘My Assigned Cases’ (Grey box on the right hand side).
  2. The New Case will appear in the table
  3. Click on Mobile Cases

assessing mobile cases 1

 

Step Two:

  1. The case is listed as ‘New’ in the table.
  2. Click Sync to cache offline

assessing mobile cases 2

 

Step Three

  1.      The status of the case will change to ‘offline cached’

assessing mobile cases 3

 

Step Four:

Before leaving the office, set up your tablet:

  1. Log into your Inforama Account on your tablet.
  2. Go to the New Case/Sync Page.
  3. Bookmark this page. (This needs to be done only once).

assessing mobile cases 4

 

Step Five:

Working offline in the field

  1. On your tablet, select the Inforama bookmark on your Internet Browser
  2. All mobile cases will appear in the table
  3. A red cloud indicates that you have no internet connection

assessing mobile cases 5

 

Step Six:

  1. Click onto the Case you want to access
  2. Click on the web form
  3. Fill in the form

assessing mobile cases 6

 

Step Seven:

  1. Once completed make sure you save data by clicking the 3 Green Triangles at the end of your form.

assessing mobile cases 7

 

Step Eight:

You are automatically returned to your case page (see below)

  1. Click ‘Change Status’, to change the case status to offline complete.
  2. A dialogue box will pop up, tab into it, and select ‘Offline Complete’.
  3. Click the ‘Case list’ to return to the Case Table

assessing mobile cases 8

 

Step Nine:

  1. Click ‘Sync’.
  2. The case name will disappear from your list.
  3. Once an internet connection is remade the data will be returned to your Inforama project.

assessing mobile cases 9

 

Step Ten:

When you have an internet connection, you can generate your documents with the collected data.

  1. Return to the Inforama Studio
  2. Click on your project
  3. Under Manage Cases, select ‘Jane Blogs Dublin’ Case.
  4. Click into the ‘Case number’
  5. Beside the listed web form under ‘Actions’, click ‘Generate Doc.’ and follow instructions.

 

Taking forms on the road can be done in 2 ways in your Personal Inforama

 You can either:

  1. Set up a case (adding the form to it) before you hit the road. (or)
  2. Assign the form to yourself first and set up the case once you are out on the road

Option 1:   Set up a case (adding the form to it)

After you have created the webform: Set up a case for the client

  • Go to the Studio page
  • Click ‘Manage Cases’

taking forms on the road 1

Then…

  • Click ‘New Case’
  • Enter a name for your case
  • Click on the ‘Case Number’. As you will see there are no webforms added yet.
  • Click ‘Add Webform’
  • Select the webform you want to add.
  • Under ‘Actions’, click ‘Assign to…

taking forms on the road 2

After that…

  • The dialogue box below will appear, beside ‘Recipient’ click ‘Me’. The case will be assign to your work load under ‘My Assigned Cases’. (The grey box on the left hand side)

taking forms on the road 3

 

Option 2.   Assign the form to yourself before setting up case on the road

Step One

  • When you have created your webform in the Webform Designer click ‘Save’ and return to your project, using the crumb trail…

taking forms on the road 4

 

Step Two

  • Click under ‘Actions’ and then ‘Offline Access’
  • Click box ‘Allow for use offline’ and then ‘Save’

taking forms on the road 5

The form has been assigned offline assess and can be added to new cases set up on the road.

 

 

 

 

First Swagger Rest Docs Now Available

The swagger documentation for the Case Manager Rest API is now ready. As well as doing a great job of documenting the API it also allows you to interact directly with it. All you need to do is create an account and you’re good to go.

swagger2

You can check it out at…

https://www.inforama.com/documentation/technical/rest/

There are more services to follow so watch this space.

 

Our Services are Getting Some Swagger

Our web services are quite comprehensive and we really needed to find a better way to document them. We are now looking at swagger (http://swagger.wordnik.com/) in order to allow the services to be self documenting. Swagger looks like it’s a good fit for us but it doesn’t necessarily do exactly what we want out of the box.

Here’s a screenshot of swagger taken from http://http://petstore.swagger.wordnik.com/

swagger

The interface is nicely laid out and the operations and parameters are exposed and documented via some fairly simple annotations like ApiOperation and ApiParam shown in the code below.@POST

 @Consumes(MediaType.APPLICATION_FORM_URLENCODED)
 @Produces({ MediaType.APPLICATION_JSON })
 @Path("/createCase")
 @ApiOperation( value = "Create a new case", notes = "Create a new case", response = InforamaCaseResponse.class, responseContainer = "List")
 public InforamaCaseResponse createCase(
 @ApiParam( value = "Organisation Id", required = true ) 
 @FormParam("orgId") String orgId, 
 @ApiParam( value = "Project Name", required = true ) 
 @FormParam("projectName") String projectName, 
 @ApiParam( value = "The name to be given to the new case", required = true ) 
 @FormParam("caseName") String caseName) 
 {

 ...
 }

As I said, swagger is looking like a really good fit but unfortunately it’s dependencies are a little inconsistent with with Inforama’s. We have taken the approach of using swagger in a different project and generating the JSON it uses from that project. We then copy that JSON so that the swagger UI can use it. This approach isn’t exactly the live documenting one that’s recommended by the developers of swagger but we don’t that it’s a huge burden as we wouldn’t expect the service interfaces to change too often.

We hope to have our Rest APIs documented with swagger next week so watch this space for more details…

Adding Fields to PDF Documents

annotation-designer

Anybody who has done large volumes of document automation with be familiar with PDF forms and embedded fields. While embedded fields are very useful, sometimes they’re a little inconvenient. Let me explain… you get a PDF without fields from a third party, you decide to add form fields yourself using Adobe Acrobat or some other PDF editing tool. So far, so good. But then you get a new version of the PDF and you need to start the process again.

With Inforama’s Annotation Designer you can overlay an uploaded PDF with fields that are stored in an external file. This has the advantage that the fields will remain in place when you upload new versions of the PDF.

This approach also means that you don’t need to use proprietary PDF editing tools to create fields, all you need to do is to upload your file in the browser.

For more information on this and other Inforama features take a look at our webcasts at https://wwwinforama.com/help/webcasts.php

Embedding Webform on Third Party Sites

Our webforms have turned out to be pretty versatile with people using them to collaborate with each other on PCs and mobile devices. You can now embed your webform in your own website and capture customer information quickly, easily and with little or no programming skills.

Simply create your form in the Inforama Webform Designer, it can be as simple or complex as you need.

form-designer

Next you go back to your project view and click the ‘Actions – Embed Webform’ menu item for the new webform.

embed-menu

The following dialog will appear. You simply copy the code and put it into the HTML of the page on your site where you want the form to appear.

embed-dialog

You now have a data capture form on your site which any of your visitors can use.

third-party-site

Now go back to the Inforama Studio, click the ‘Webform Responses’ link on the left and you will see your form responses roll in…

response-list

With the data you can do lots of things including extract via API, generate documents and assign to cases.