ibm forms experience builder - web form apps for marketers

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


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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


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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


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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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• 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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