IBM Forms: Streamline your business, reduce cost and paper. Presenter: Chris Sparshott

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IBM Software Group
Overview and Demonstration
© IBM Corporation

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Harley Davidson

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Agenda
Overview
Demonstration
D i
Create a Form
Forms within a portal
Futures
Summary

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Manual Forms create challenges on many levels
levels…
“Print and Fill”

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Lotus Forms Websphere
FileNet Process
Lotus Forms Turbo P8 Server
Zero footprint, turnkey forms
Quick and easy! Lotus Forms Content
Manager
Services Platform
App Server / Portal
DB2
Lotus Forms Webform Server
Browser based zero footprint
access from inside or outside
the corporate firewall Lotus Forms Services Platform
A framework for integrating forms
with business applications
Lotus Forms API
APIs to manipulate Forms
Lotus Forms Viewer
A rich client for mobile or Lotus Forms Designer
disconnected users An Eclipse based, drag-
Eclipse-based drag
and-drop forms editor.

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Presentation Layer
What’s inside the Form? High-fidelity for duplicating paper forms
Guided-interview, or wizard, driven
Business Logic
Capture forms processes in the form
Integrate business process workflows
Data Instances
Based on W3C XForms specification
Multiple XML payloads for integration
Validate against external XML Schemas
g
File Attachments
Capture complete t
C t l t transaction
ti
Supplemental or associated eForms
MS Office, videos, faxes, etc.
Security

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Demonstration 1: Create a simple form
Scenario 1: Overview
Scenario 2: Creating a form
Scenario 3 L
S i 3: Logo and Shi T address
d Ship To dd
Scenario 4: Input control and data binding
Scenario 5: Bill To section visibility
Scenario 6: Table Creation
Scenario 7: Table Calculation
Scenario 8: Grand Total
Scenario 9: Finished Form

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Scenario 1: Overview

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Scenario 2: Creating a Form
What you are going to see
A form being created
A li of available templates
list f il bl l
Example of pre built functionality
pre-built

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Scenario 2: Creating a Form
What were the highlights
Provide prebuilt and customised
templates
Fast start for form creation
Maintain consistent look and feel

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Scenario 3: Logo and Ship To address
What you are going to see
Adding a logo
Changing the f
Ch i h font size
i
XML schema
ShipTo user interface controls
p

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Scenario 3: Logo and Ship To address
What were the highlights
Easy to modify the forms appearance
Split l between UI d i and d
S li roles b design d data
creation
Quickly create form components using
drag and d
d d drop
Automatically link user interface and
underlying data

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Scenario 4: Input control and data binding
What you are going to see
User Interface Palette
Drag and d
D d drop d
data
Hide elements based on user selection

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Scenario 4: Input control and data binding
What were the highlights
Multiple ways of creating the form UI
Easily bind data and UI
E il bi d d d

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Scenario 5: Bill To section visibility
What you are going to see
Drag and drop UI component
Use
U a wizard to create a b i
i d business rule
l
Define when a UI component is visible

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Scenario 5: Bill To section visibility
What were the highlights
Business rules can be used to hide or
show UI components
Can create a single form which can be
g
used by multiple end user types

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Scenario 6: Creating a Table
What you are going to see
Create a table using a wizard
Customise the l k and f l of the table
C i h look d feel f h bl
Create a dynamic UI component

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Scenario 6: Creating a Table
What were the highlights
Wizards provide quick start tooling
Dynamic elements available within li
D i l il bl i hi live
forms

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Scenario 7: Table Calculation
What you are going to see
Use a wizard to build a multiplication
rule
View the XPATH output of the rule
p

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Scenario 7: Table Calculation
What were the highlights
Wizards reduce the complexity of
learning XPATH
Wizards provide a q
p quick start tool
Table calculations can be built quickly
and easily
d il

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Scenario 8: Grand Total
What you are going to see
Creating the tables grand total field
Aligning
Ali i UI elements
l
Binding results to the underlying data

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Scenario 8: Grand Total
What were the highlights
Common form elements can be created
easily.
easily
Table calculations for dynamic content
y
can be created quickly
No
N manual programming required t
l i i d to
bind results to data.

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Scenario 9: Finished form
What you are going to see
The finished form

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Summary
Easy and simple to use interface
Forms can be created quickly
F b d i kl
Wizards hide complexity of XForms
technology
Development and design roles can be
segmented

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Demo 2: Banking Portal

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Summary
Make life easier for form users
Create f
C forms quickly and easily
i kl d il
Reduce the cost of form based
transactions

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Buzzword Bingo

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Thank you
Th kk
Think
Thi
Chris Sparshott
Blog
Bl
http://chrissparshott.com
Portfolio
http://www.slideshare.net/sparkbouy/slideshows
IBM
chris_sparshott@nz.ibm.com