IBM Forms Experience Builder 8.6.3

IBM Digital Experience 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? Easy-to-use with intuitive interface allows you to create online forms, collect data, and view results Rapidly create and deploy apps that engage customers and collect the information you need It’s highly extensibility – easy to add role based access control, workflow for approvals and integrate with your information and even add custom styling and functionality Pain points How Forms Experience Builder can help

IBM Digital Experience 3 What is IBM Forms Experience Builder? Collecting Informatio n 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

IBM Digital Experience 4 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

IBM Digital Experience 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

IBM Digital Experience 6 Easy to design and make changes Drag widgets onto the canvas Set their properties

IBM Digital Experience 7 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

IBM Digital Experience New easy field validation  Specify any validation pattern  Easy to understand pattern rules  # for numbers 0-9 for letters A-Z  ? For numbers or letters  Or enter a sample of the required format (555)  Add multiple patterns by separating expressions with a comma  Set invalid message display  Validate formats for telephone numbers, postal codes, social numbers, credit card numbers, or anything else!

IBM Digital Experience 9 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

IBM Digital Experience Design apps that work on any device or site Dynamic WidthDynamic LayoutDynamic Rules Form page width adjusts to the width of window, portal column, iframe or device Form layout collapses to one column based on breakpoints selected Rules set to determine when to show and hide elements

IBM Digital Experience 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 privileges in the Plan Administrator stage Hide / Show Make Read Only

IBM Digital Experience Easy access to your data and automatic analysis

IBM Digital Experience Secure Access to data you collect through FEB’s Data Access API Secure Data Your FEB application REST API Your Favorite Front End Development Tool  REST API provides full create, read, update and delete access  Support for swagger - making FEB’s API easy to interact withswagger JSON or XML  List  Retrieve  Create  Update  Delete Access Control

IBM Digital Experience New filtering capabilities with FEB’s Data Access API  New parameters to filter results  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&format=js

IBM Digital Experience Integrate services into your FEB apps  Map service interaction with fields in your application  Prepopulate fields  Load drop down options  Send data to other systems  Fill PDFs  Types of service interaction  Other FEB apps  Documents  Any RESTful Service Business User Tool for configuring how you application interacts with services

IBM Digital Experience 16 Integrate different FEB apps together 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 All FEB apps automatically expose themselves as services which can be consume by other FEB apps Security Training New Hire Orientation Leadership Advanced FEB

IBM Digital Experience 17 Document service for filling PDFs Dynamic Web Experience Document Output When transaction documents are required

IBM Digital Experience The FEB Service Catalog HTTP API Input Outputs FEB Server Service Catalog 1.Google address service 2. 3.… FEB App  Add service definition entries for any RESTful service to the Catalog  Utilizes FEB’s built in service HTTP transport  Non technical users can easily create apps that use services in the Catalog Outputs Define once and all can use

IBM Digital Experience New! Quick JSON Services  User can add JSON Service URLs directly to their application  Assign service parameters directly from your FEB app  Admin can control what services users can call – i.e. service white list setting

IBM Digital Experience Render FEB apps on any web page Use standard HTML tags to include FEB app in your web site

IBM Digital Experience IBM Forms Experience Builder Modern client side architecture Event AJAX/REST Provides an exceptional experience and performance Initial Page Load Client

IBM Digital Experience 22 Extend FEB using common web development skills Custom fonts and layout with CSS Google Maps and Geolocation Barcodes reCaptcha Type ahead Custom Field Validation

IBM Digital Experience 23 Make things happen with FEB events Types of events  Application Events  Form Events  Page Events  Item Events Events can trigger  Formulas  JavaScript  Service calls

IBM Digital Experience 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

IBM Digital Experience 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 …

IBM Digital Experience Full control over CSS and styling choose a built in theme augment a built in theme... or create your own theme

IBM Digital Experience Add new functions to your application with JS Frameworks and HTML Fragments Reference or add 3 rd party JS frameworks Add HTML fragments New function in your app Example: Adding a JQuery signature widget

IBM Digital Experience 28 Summary – Self Service Applications in minutes Easy to Design and Change Apps Solutions designed with FEB are agile and easily changed to accommodate changing business requirements Cloud deployment Use FEB in a cloud style deployment. All apps and data are secure. Simple workflow Speed the approval process with flexible, role-based workflow and access control. Everything you need Database, reports and charts are all automatically created. All the software you need is included. Flexible integration Add FEB apps to the your customer or employee website and integrated with your systems. Adaptive behavior Forms will adapt to the devices they are being used on. Extensible Apps can be customized using standard web development skills.