PerfectForms Help Guide

PerfectForms is a no-code business process management and workflow automation platform that allows users to create custom forms, automate tasks, and manage workflows. It offers features like drag-and-drop form builders, integration capabilities, and mobile compatibility for streamlining business processes.

Who is Eligible?

Active faculty and staff who are eligible for PerfectForms.

Overview

For a new form that is to be created:

• Page width is 750 and height is 1500.
• Font = Verdana

Coloring:

• Heading colors are set to AF8E37
• Red Text box = B65555
• Other Input Text boxes = DFCB99
• Autofill Text boxes (Blue background) = D1E6E7
• Background of the main section (in brown if needed) = ECE0C2
• Table rows are set alternatively using ECE0C2 and FFFFFF
• Blue color for the links and text on the form is 0000FF

Standard Objects on the form include:

1. The Oakland University logo displayed on every page of the form which is defined as an ‘Asset’ in the form. Additional assets can be added

2. Every form has a section under the form logo which shows the required and prefilled sections of the form

3. Every form should have the print button on each page and the close button that kills the instance of the form (if opened just to view the form). Subsequent pages would have a ‘Back’ button to return to the previous page.
4. Every form must have a hash and instance number section on the top right corner of the form that get populated on ‘Form Properties’ behavior.

5. For a form with multiple pages – there has to be a ‘Next Page’ button and ‘Save’ and ‘Signatures' time – users have the ability to save the form but will not be able to see the signature button till they get to the last page of the form.
6. The comments section on the last page shows only when the form is in the processing phase i.e. with 6 buttons showing. This section captures comments made in the comment sections above instead of in the signature table if needed – all uts forms have this defined in such a manner.

Labelling of objects on the form:

Note- when creating text boxes and associated labels – create the name such that they should match each other i.e. txtFirstName and lblFirstName.

Objects are labeled using the table below as reference:

Buttons on the form:

If the form does not need to be routed i.e. submitted directly to the department for processing then only 3 buttons will show.

If the form needs to be routed for approvals then first it will show four buttons then six buttons.

Once form is submitted and open via supervise it should have following six buttons.

Additional Support

• OU Technology Center
• 44 Oakland Center
• Rochester, MI 48309-4479
• (248) 370-4357
• Office Hours: M-F 8:00am - 5:00pm