IBM Forms Experience Builder - Web Form Apps for Marketers

IBM Forms Experience
Builder
Web 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 services
REST API
JavaScript API
eventing model
Role base access control
Simple workflow
Notifications
…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
Watson
Sentiment 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
 Summary and Q&A

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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 changes
Drag 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 on
breakpoints
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 privileges
in 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 Server
Service Catalog
1. Google geocode
2. Watson sentiment
3. 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
List
Retrieve
Create
Update
Delete
AccessControl
Your Favorite
Front End
Development
Tool
or Analysis Tool
JSON 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
 Summary and Q&A

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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
 Summary and Q&A

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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 Load
Client

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Extend FEB using common web development skills
Custom fonts and layout with CSS
Google Maps and
Geolocation
Barcodes
reCaptcha
Type 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 Training
New Hire Orientation
Leadership
Advanced FEB

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2
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 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.

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• Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment.
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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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