PerfectForms Installation

Summary

A guide on installing forms into production in PerfectForms.

Body

Migrate forms from Test instance into Prod Instance

Who is Eligible?

Active faculty and staff who are eligible for PerfectForms.

Overview

Screenshot of the Perfectforms interface displaying a form management page. A list of forms is on the left, and form details on the right. The design is minimal, with green and white accents, conveying a professional tone. A screenshot of the PerfectForms interface displaying a 'Migrate' dialog box. Options include importing form design, exporting data in XML or CSV formats, and transfer intervals. The interface has a clean, professional look with a soft blue and green color scheme. Tabs at the top include 'Forms,' 'Reports,' and 'Notifications,' indicating a focus on form management and data handling. File browser window showing a network directory. The highlighted folder is "Perfectforms-EFORMS - PROD." The "Open" button is visible.

Save it under the Perfectform-EFORMS-PROD

Login to Prod Instance

https://eforms.oakland.edu/perfectformsSSO/

A computer screen displaying the Perfectforms interface, with tabs for forms, reports, notifications, connections, and settings. A form instance is open, showing a list of saved forms on the left and detailed history, notifications, and change logs on the right. The interface has a clean, organized layout with a blue gradient background.

Click on Import

Screenshot of a web application interface displaying form management. A dialog box labeled 'Import' allows users to select a file. The layout includes tabs for Forms, Reports, Notifications, and a sidebar with form categories. The tone is professional and structured.

Browse to location where you have saved the form

Open the form to import into the prod instance

Open the design of the form and look for DBTEST

File explorer window displaying a list of document names under "Perfectforms-EFORMS," with navigation pane on the left. The window offers "Open" and "Cancel" buttons.

Change the DBTEST to point to DBPROD. Also make sure you have all the oracle stored procedures and packages that are used in test instance installed in prod.

All the parameters are lost as as soon as you point connections to DBPROD. You need them pointing to correct parameters.

Once you see the form installed and pointing to prod, make sure it works as expected in prod before turning on the links.

Screenshot of a flowchart software interface. The central workspace displays a sequence of connected nodes labeled 'Get Field,' 'Connect,' and 'Show Message.' The left panel lists toolbox items, while the right panel shows 'Connect Properties' with editable fields and parameters. The interface is user-friendly, with a clean layout and organized structure, suggesting efficient workflow management.

General Perfect Forms Instructions: For additional help refer to the link below. http://www.perfectforms.com/help-center/training-videos/ Note: Following link is for the FAQ button on the form. https://www.oakland.edu/uts/efficient-processes-forms/electronic-forms-faq/

Additional Support

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

 

Details

Details

Article ID: 74
Created
Tue 3/25/25 1:38 PM
Modified
Tue 10/14/25 4:21 PM

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