Posted in Forms Automation, Workflow Automation

10 Examples of Business Rules That Make Work More Efficient

Companies make hundreds of decisions every day.

Some examples include assigning an account manager to a new client, determining how to address a customer complaint, and deciding which positions to fill.

While managers and employees can handle these decisions, they can quickly become bottlenecks if certain decisions aren’t made on time. 

Even simple things like making calculation errors and forgetting to fill in a product code create unnecessary delays since these mistakes must be corrected.

This is where business rules come in — a way to automate decision-making and reduce the risk of errors.

In this article, we’ll look at what business rules are and how they work. We’ll also provide examples of business rules that you can create using business process automation software.

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Posted in Forms Automation, Workflow Automation

What Are Business Rules (and How to Implement Them)

Assign a task to two people without any guidelines and you can expect completely different results. This can work for projects that have some degree of creative leeway. 

But having employees perform tasks their own way on more critical activities can affect project outcomes and lead to inconsistent customer experiences.

So how can you set expectations and ensure consistent results across your organization?

Implementing business rules is a good place to start.

This article will look at what business rules are and how implementing them can change how you work. We’ll also look at how you can incorporate business rules into your workflows to make them more efficient.

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Posted in Forms Automation

ADA Compliance: Forms, Regulations, and Best Practices

When we think of accessibility, we often think of physical access — making sure that buildings and structures are accessible and comfortable for students of varying abilities. 

But accessibility in the digital world is just as important.

7.3 million students, or 14% of all public school students, received special education services under the Individuals with Disabilities Education Act (IDEA).

As a higher education institution, you’re committed to fostering an inclusive environment where every person can enjoy the student experience. 

Accessibility has also become important for the government, which must support the needs of a diverse set of constituents. Government also sets guidelines for colleges and universities, healthcare organizations, and other institutions to follow to make sure their facilities and digital properties are accessible. 

Following these guidelines and becoming digitally compliant hasn’t been easy for educational institutions, healthcare providers, and public sector agencies as it requires technical and legal assistance to execute.  

In this article, we’ll cover the levels of compliance, what this means for your online properties, and how to make an ADA form fully accessible. 

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Posted in Forms Automation

How to Add a Signature to a PDF

Your organization depends on various forms to get work done — purchase orders, sales contracts, service level agreements, etc.

These forms typically require signatures from at least one person for approval. For example, an employee likely needs to get time off requests approved by a manager.

But printing out and sending forms for signatures is a wildly inefficient process that’s costing your business. It wastes valuable time that could be spent on more productive tasks.

Electronic signatures offer a more efficient way to sign documents. 

But how do you add your signature to a PDF?

In this article, we’ll look at how you can electronically sign PDFs. We’ll also take a look at how you can digitize the signature and approval process without having to print and waste paper.

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Posted in Forms Automation

The Best Formstack Alternative: frevvo vs. Formstack

At its core, Formstack is a drag-and-drop form builder with optional, add-on features.

It’s great for basic use cases and workflows involving a form.

Organizing an event and need to create a form for registrations and payments? Formstack has you covered.

Setting up a simple workflow where a completed form gets automatically sent from person A to person B? Formstack can do that.*

*If you pay extra.

But Formstack isn’t much help when your form-based workflows get even slightly complicated.

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Posted in Forms Automation

How to Convert Any PDF to a Fillable Form

Online processes are designed to reduce paper documents and make everyday tasks more efficient – but some processes require a specific document format and tend to make things more complicated. 

For example, if you’ve ever run a new hire onboarding process, you’re probably familiar with the Federal W-4 or I-9 forms. These PDF documents are often fillable, but: 

  • they’re hard to complete on mobile devices, 
  • there’s often duplicate information resulting in unnecessary data entry, and 
  • they don’t integrate with your backend systems for filing and reporting.

What good is an online form if your staff has to spend extra time manually transferring the submitted data to another format?

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Posted in Forms Automation

How to Save Data from an HTML Form to a Database

What’s the point of using smart, online forms in your recurring workflows if you still have to manually update your database(s) with information from completed forms?

That’s an unproductive use of resources and time, prone to transcription errors.

With frevvo’s Database Connector, you can easily save data from HTML forms to your SQL database, improving your productivity and data validity.

Let’s lay out exactly how you can use the Database Connector to connect online forms to your SQL database.

Start reading below, or jump right to a section:

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Posted in Forms Automation

How to Populate an HTML Form from a SQL Database

Most of your company’s important data likely lives in a SQL database.

Practically every organization has at least one SQL database and often many of them. 

But, here’s the rub: Most of your company has no idea what SQL even means, let alone how to get the information they need out of the database. So, that means your IT or development team spends an unreasonable amount of time either manually running queries and generating reports or building one-off applications and HTML forms for every department under the sun to get the data they need.

It’s not a good use of time.

What you need is a form builder with configurable SQL database integration that can help you stand up solutions quickly. Rather than rolling your own applications, you can use frevvo to build custom forms, configure advanced workflows, integrate data from a MySQL database, and ship a solution—in about an hour. 

Note: This is a fairly technical article that contains SQL queries, JavaScript etc.

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Posted in Forms Automation

How to Create Dynamic Forms with No Code

Dynamic forms are the lifeblood of most automated business processes. 

You can customize them to perform calculations, populate fields from a database, and validate form submission data. You can even incorporate them into automated workflows.

So why aren’t more organizations using dynamic forms?

Because rolling out dynamic forms and creating custom workflows can be a major investment that many businesses can’t make.

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Posted in Forms Automation

Responsive Forms: The Tactical Guide for Modern, Growing Organizations

The modern workforce is picking up their mobile devices and not putting them down. The BYOD (Bring Your Own Device) trend has skyrocketed in the last decade with nearly 90% of employees connecting to company networks via their mobile devices 

As this trend continues, your customers and employees expect to leverage portability and access forms and business services from anywhere and from any device. This gives customers the flexibility to interact with you anywhere and from any device. It also gives employees the freedom to keep projects moving without being chained to their desktop computers.

The end result? Your organization also saves time and resources as projects get done faster and more efficiently — and provides a better customer experience.  

There is a caveat, though.

Increased efficiency is only possible if people use your mobile apps. Poorly-designed, non-responsive forms keep them from fully enjoying and embracing the mobile experience. And for growing organizations, a frustrating mobile experience creates an unproductive work environment and employee disdain for difficult mobile applications. 

The good news is that virtually any form or workflow can be optimized for mobile. Employee onboarding, contracts and quotes, proposals, expense forms, and more—all from any device, and from any location. 

Let’s go over the characteristics of mobile-optimized forms, what they are and how to implement them into your employee’s workflow. 

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