Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Migrated to Confluence 5.3

...

Section
Column
width40%
Panel
borderColorlightgrey
bgColor#F0F0F0
titleColorwhite
titleBGColor#88AACC
borderWidth1
titleAbout
borderStylesolid

The  Getting Started Guide takes you through the process of designing, deploying and using your first simple form.  You'll quickly see how easy it is to create forms with . To use this guide, follow the steps below. Each step contains links to more detailed information.

If you'd rather jump directly into more detailed documentation describing how to design, deploy and use ™ use the navigation links to the left.

Info

For those who prefer to learn via video demonstrations and tutorials please watch and follow our Tutorials.

Column
width20%
Panel
borderColorlightgrey
bgColor#F0F0F0
titleColorwhite
titleBGColor#88AACC
borderWidth1
titleStep by Step
borderStylesolid

Getting Started

Table of Contents
Designing Forms
maxLevel
Business Rules
1

Data Sources

Forms and Flows

Multi Language Support

Submissions

Templates

Themes

Using Forms and Flows

 

 

Evaluating Live Forms

outlinetrue
stylenone

Starting your Evaluation

It's very easy to get started with an evaluation copy of Live Forms . You can subscribe to a free 30 day trial account of Live Forms OnlineClick or of  Online or 30 day trial download and install Live Forms install  In-house. See See Evaluating Live Forms for help starting your trail trial evalutation.

Video and Step-by-Step Tutorials

For help getting started creating forms and work flows, watch and follow our Tutorials.

...

Logging In 

1) Open the login page in your browser.

2) Enter your username and password.

    • username = <your userId>@<tenantId>
    • password = <your selected password>
Info

What happened to the tenant field? supports two different login styles. The first style has two login fields -- username and password. The username is composed of your userId followed by @ and followed by your tenantId. The second style has three login fields - username, password and tenant. Here the username is just your userId with no @ and no tenantId. Your tenantId is expected in the tenant field.

Online now uses the first style. In-house defaults to the first style but you can configure your software to switch to the second style.

Note

When using the second style you must login as the superuser admin with username admin@d rather than just username admin.

What You See when you are logged In

Image Added

Create an Application

Upon successful login, you will see a page labeled “Applications”. Live Forms   forms and workflows are organized into Applications. Applications contain one or more forms and workflows depending on your needs. Applications also contain other projects elements such as form submissions, tasks and schemas.  Before you create your first form or workflow you will need to create an application.

...

The properties page also enables you to set your application’s theme and base URLs.  For this simple example, use the default theme ''Clear''Nouveau.  And leave the base URLs empty.

...

Click Getting Started with Forms to walk through the steps involved in creating a simple form. Also see the Designing Forms and Using Forms and Flows topics for more detailed instructions.

...

Click Getting Started with Flows to walk through the steps involved in creating multi-page forms and workflows that route your form through an approval process collecting digital signatures along the way. Also see Designing Flows and Using Forms and Flows topics for more detailed instructions.

...

Most customization can be accomplished using the Form Designer and using one of Live Forms's buildof ' built-in themes like Clear Nouveau or Professional Nouveau Blue. See the Form Designer's Form Style Properties and the  Control Style Properties. But when more extensive customizations are required, you can download one of Live Formsof ' s themes and modify it to suit your requirements.  See the Customizing Themes for details.Form Style Properties and the  Control Style Properties. But when more extensive customizations are required, you can download one of Live Forms's themes and modify it to suit your requirements.  See the Themes for details.  for details.

Integration

Eventually you will want to integate your new Live Forms new  forms and flows into your existing web application or with other products such as a Database, BPM product, SOA, Web Services.  Because Live Forms Because  is XML compliant and schema aware this is a straight forward task.  See Integration[ for  for detailsI.