ibm forms experience builder - web form apps for marketers
TRANSCRIPT
IBM Forms Experience BuilderWeb Form Applications for Marketers
Marty Lechleider
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Agenda
What is Forms Experience Builder? How does it work? Demo - marketing examples Integration and customization Summary and Q&A
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Why IBM Forms Experience Builder?
Difficulty engaging customers, partners, employees in programs, offers and surveys?
Unable to easily create and deploy apps? Not able to easily collect the information needed? Feeling competitive and cost pressures?
Quickly and easily create customer engagement apps Puts you in control Easy access to information and ability to integrate with other systems
Pain points
How Forms Experience Builder can help
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What is IBM Forms Experience Builder?
Collecting Information
Tracking and Updating
Information
Reporting and Analyzing
Information
An offering that lets non-technical users (and technical users too!) create sophisticated web applications for …
Automate Processes
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What makes FEB unique?
Sure it’s easy to…• Create dynamic web and mobile
friendly forms • Collect, access and analyze data
Integrate with other systems
Automate process
Access and management of data and resources
Control over behavior and extensibility
Service integration
content storage servicesREST API
JavaScript APIeventing model
Role base access controlSimple workflowNotifications
…but these capabilities make FEB standout
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FEB’s value lies in its ability to let you transform the way you do things
WatsonSentiment Analysis
Customer Facing Feedback Form
Internal Triage Process• Negative?• Neutral?• Positive?
Response
One of Today’s Demo Examples
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Customer examples
Program Enrollment Patient Diaries
R&D Project Tracking
Member Services Advisor Check-in
Kiosk
Citizen Self Service
Customer Inquiries Member
Services
Employee facing forms
Dealer Programs
Retail Job Applications
Patient Monitoring
Academic Enrollment
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Agenda
What is Forms Experience Builder? How does it work? Demo - marketing examples Integration and customization Summary and Q&A
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A single place to manage all your work
Only see your apps and those that others have elected to give you access to
Create new apps, make changes to existing apps and deploy them
View results and summary analysis
Search by app name or organize by tags
Import and export applications and results
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Easy to design and make changesDrag widgets onto the canvas
Set their properties
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Create multi-page and multi-form applications
Create any number of pages or forms in your application
Use rules to determine when pages are displayed Rearrange pages and forms in your application Drag and drop widgets between pages
Page 1 Page 2
drag and drop
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New easy field validation
Specify any validation pattern with easy to understand rules # for numbers 0-9 @ for letters A-Z ? For numbers or letters Or enter a sample of the required
format (555) 123-4567
Add multiple patterns by separating expressions with a comma
Set invalid message display
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Add rules to make forms dynamic
Make your forms experience dynamic
Specify rules to: Show/hide Enable/disable Require/not
require
parts of your form
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Design apps that work on any device or site
Dynamic Width Dynamic Layout Dynamic Rules
Form page width adjusts to the width of window, portal column, iframe or device
Form layout collapses to one column based onbreakpoints selected
Rules set to determine when to show and hide elements
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Automate Processes with Workflow
Where the form goes when you click submit
Who can access and update the form
What they can see and do
Plan Administrators role has update privilegesin the Plan Administrator stage
Hide / Show
Make Read Only
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Integrate services into your FEB apps
Map services to fields in your application Prepopulate fields Load drop down options Send data to other systems Fill PDFs
Types of services Other FEB apps Documents Any RESTful Service
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The FEB Service Catalog
HTTP API
Input
Outputs
FEB ServerService Catalog1. Google geocode2. Watson sentiment3. WCM content
FEB App
Add service definition entries for any RESTful service to the Catalog
Non technical users can easily create apps that use cataloged services
Outputs
Define once and all can use
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New! Quick JSON Services User can add JSON services
directly to their applications Determine what URL parameters
to assign from your FEB app
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Easy access to your data and automatic analysis
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RESTful access to information you collect
Secure Data
Your FEB application
REST API
REST API provides full create, read, update and delete access Pull date from FEB into custom reports, analysis and summaries Use FEB in “headless” mode
ListRetrieveCreateUpdateDelete
Access C
ontrol
Your Favorite Front End
Development Tool
or Analysis ToolJSON or
XML
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New filtering capabilities with FEB’s Data Access API
New parameters to filter Meta data operators for author name, update name, when created, when
last updated, workflow stage String operators for equals, starts with, ends with, contains Numeric operators for: equals, not equals, greater than, less than, greater
then or equal to, less than or equal to Date operators for after, before, between, year, month, day
Combine multiple filters with and / or operators
Example/forms-basic/secure/org/data/{app-uid}/{form-id}?F_Amount__gt=10000
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Agenda
What is Forms Experience Builder? How does it work? Demo - marketing examples Integration and customization Summary and Q&A
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Demo Time
Contact / Feedback Survey / Poll Quiz / Calculator Register & Download Application / Registration Transactions
Quick JSON Services WCM integration Watson integration
Workflow, access and roles Dynamic behavior Rules and data validation CSS PDF generation Content storage services
Scenarios Capabilities that will be demoed
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Agenda
What is Forms Experience Builder? How does it work? Demo - marketing examples Integration and customization Summary and Q&A
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Render FEB apps on any web app
Use standard HTML tags to include FEB app in your web site
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IBM Forms Experience Builder
Modern client side architecture
Event AJAX/REST
Provides an exceptional experience and performance
Initial Page LoadClient
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Extend FEB using common web development skills
Custom fonts and layout with CSS
Google Maps and Geolocation
Barcodes
reCaptchaType ahead
Custom Field Validation
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Integrate different FEB apps with services
FEB app #2: Course Catalog
Course
-----------------------------------------
Date
-------------------
Cost
----------------
Description
---------------------------------------------------
FEB app #1: Course Registration
Date Cost
Description
2/9/16 $200
Learn how to use JavaScript and Services
Select a Course
Retrieve course information from the training course catalog app
Security TrainingNew Hire OrientationLeadershipAdvanced FEB
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Document service for filling PDFs
Dynamic Web Experience Document Output
When transaction documents are required
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Make things happen with FEB events
Types of events Application Events Form Events Page Events Item Events
Events can trigger Formula JavaScript Service calls
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FEB JavaScript API
Use JavaScript to manipulate the FEB objects: Interface model
Application
Forms Pages Items
Data model Business Objects Business Object Attributes
Interface model Data model
FEB App
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Using JavaScript in FEB Write snippets of JS which are triggered by FEB events
Some example use scenarios: Set content dynamically – i.e. display details for selected item, display the form in different languages Set data values dynamically Launch other forms or navigate to other pages Show, hide, enable or disable items programmatically Programmatically call a service Pass information from an HTML fragments to FEB’s data model – i.e. save Google Map coordinates Tie the form submission to a custom button Calculate the differences between dates Change styles based based on logic Parse CSV text and load into a table and many, many more …
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Full control over CSS and styling
choose a built in theme augment a built in theme ... or create your own theme
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Add new functions to your application with JS Frameworks and HTML Fragments
Reference or add 3rd party JS frameworks Add HTML fragments
New function in your app
Example: Adding a JQuery signature widget
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Summary – Self Service Applications in minutesEasy to Design and Change AppsSolutions designed with FEB are agile and easily changed to accommodate changing business requirements
Cloud deploymentUse FEB in a cloud style deployment. All apps and data are secure.
Simple workflowSpeed the approval process with flexible, role-based workflow and access control.
Everything you needDatabase, reports and charts are all automatically created. All the software you need is included.
Flexible integrationAdd FEB apps to the your customer or employee website and integrated with your systems.
Adaptive behaviorForms will adapt to the devices they are being used on.
ExtensibleApps can be customized using standard web development skills.
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Please Note:• IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s
sole discretion.
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• Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user’s job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here.
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Thank you!