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® IBM Software Group Overview and Demonstration © IBM Corporation

IBM Forms: Streamline your business, reduce cost and paper

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

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Page 1: IBM Forms: Streamline your business, reduce cost and paper

®

IBM Software Group

Overview and Demonstration

© IBM Corporation

Page 2: IBM Forms: Streamline your business, reduce cost and paper

IBM Software Group

Harley DavidsonHarley Davidson

Page 3: IBM Forms: Streamline your business, reduce cost and paper

IBM Software Group

Agenda

Overview

D iDemonstrationCreate a FormForms within a portal

Futures

Summary

Page 4: IBM Forms: Streamline your business, reduce cost and paper

IBM Software Group

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

Page 5: IBM Forms: Streamline your business, reduce cost and paper

IBM Software Group

Lotus FormsLotus FormsFileNet

P8

ContentManager

WebsphereProcessServer

Lotus Forms Services Platform

Lotus Forms TurboZero footprint, turnkey forms

Quick and easy!

DB2

App Server / Portal

Lotus Forms Webform ServerBrowser based zero footprint access from inside or outside

the corporate firewall Lotus Forms Services PlatformA framework for integrating forms

with business applications

Lotus Forms APIAPIs to manipulate Forms

Lotus Forms DesignerAn Eclipse-based drag-

Lotus Forms ViewerA rich client for mobile or

disconnected users An Eclipse based, dragand-drop forms editor.

Page 6: IBM Forms: Streamline your business, reduce cost and paper

IBM Software Group

What’s inside the Form?Presentation Layer

What’s inside the Form?High-fidelity for duplicating paper formsGuided-interview, or wizard, driven

Business Logic

Capture forms processes in the formIntegrate business process workflows

Data Instances

Based on W3C XForms specificationMultiple XML payloads for integrationValidate against external XML Schemasg

File Attachments

C t l t t tiCapture complete transactionSupplemental or associated eFormsMS Office, videos, faxes, etc.

Security

Page 7: IBM Forms: Streamline your business, reduce cost and paper

IBM Software Group

Demonstration 1: Create a simple form

Scenario 1: Overview

Scenario 2: Creating a form

S i 3 L d Shi T ddScenario 3: Logo and Ship To address

Scenario 4: Input control and data binding

Scenario 5: Bill To section visibility

Scenario 6: Table CreationScenario 6: Table Creation

Scenario 7: Table Calculation

Scenario 8: Grand Total

Scenario 9: Finished Form

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IBM Software Group

Scenario 1: Overview

Page 9: IBM Forms: Streamline your business, reduce cost and paper

IBM Software Group

Scenario 2: Creating a FormWhat you are going to see

A form being created

A li f il bl lA list of available templates

Example of pre built functionalityExample of pre-built functionality

Page 10: IBM Forms: Streamline your business, reduce cost and paper

IBM Software Group

Scenario 2: Creating a FormWhat were the highlights

Provide prebuilt and customised templatestemplates

Fast start for form creation

Maintain consistent look and feel

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IBM Software Group

Scenario 3: Logo and Ship To addressWhat you are going to see

Adding a logo

Ch i h f iChanging the font size

XML schemaXML schema

ShipTo user interface controlsp

Page 12: IBM Forms: Streamline your business, reduce cost and paper

IBM Software Group

Scenario 3: Logo and Ship To addressWhat were the highlights

Easy to modify the forms appearance

S li l b UI d i d dSplit roles between UI design and data creation

Quickly create form components using d d ddrag and drop

Automatically link user interface andAutomatically link user interface and underlying data

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IBM Software Group

Scenario 4: Input control and data bindingWhat you are going to see

User Interface Palette

D d d dDrag and drop data

Hide elements based on user selectionHide elements based on user selection

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IBM Software Group

Scenario 4: Input control and data bindingWhat were the highlights

Multiple ways of creating the form UI

E il bi d d d UIEasily bind data and UI

Page 15: IBM Forms: Streamline your business, reduce cost and paper

IBM Software Group

Scenario 5: Bill To section visibilityWhat you are going to see

Drag and drop UI component

U i d b i lUse a wizard to create a business rule

Define when a UI component is visibleDefine when a UI component is visible

Page 16: IBM Forms: Streamline your business, reduce cost and paper

IBM Software Group

Scenario 5: Bill To section visibilityWhat were the highlights

Business rules can be used to hide or show UI componentsshow UI components

Can create a single form which can be gused by multiple end user types

Page 17: IBM Forms: Streamline your business, reduce cost and paper

IBM Software Group

Scenario 6: Creating a TableWhat you are going to see

Create a table using a wizard

C i h l k d f l f h blCustomise the look and feel of the table

Create a dynamic UI componentCreate a dynamic UI component

Page 18: IBM Forms: Streamline your business, reduce cost and paper

IBM Software Group

Scenario 6: Creating a TableWhat were the highlights

Wizards provide quick start tooling

D i l il bl i hi liDynamic elements available within live forms

Page 19: IBM Forms: Streamline your business, reduce cost and paper

IBM Software Group

Scenario 7: Table CalculationWhat you are going to see

Use a wizard to build a multiplication rulerule

View the XPATH output of the rulep

Page 20: IBM Forms: Streamline your business, reduce cost and paper

IBM Software Group

Scenario 7: Table CalculationWhat were the highlights

Wizards reduce the complexity of learning XPATHlearning XPATH

Wizards provide a quick start toolp q

Table calculations can be built quickly d iland easily

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IBM Software Group

Scenario 8: Grand TotalWhat you are going to see

Creating the tables grand total field

Ali i UI lAligning UI elements

Binding results to the underlying dataBinding results to the underlying data

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IBM Software Group

Scenario 8: Grand TotalWhat were the highlights

Common form elements can be created easilyeasily.

Table calculations for dynamic content ycan be created quickly

N l i i d tNo manual programming required to bind results to data.

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IBM Software Group

Scenario 9: Finished formWhat you are going to see

The finished form

Page 24: IBM Forms: Streamline your business, reduce cost and paper

IBM Software Group

Summary

Easy and simple to use interface

F b d i klForms can be created quickly

Wizards hide complexity of XFormsWizards hide complexity of XForms technology

Development and design roles can be segmentedsegmented

Page 25: IBM Forms: Streamline your business, reduce cost and paper

IBM Software Group

Demo 2: Banking Portal

Page 26: IBM Forms: Streamline your business, reduce cost and paper

IBM Software Group

Summary

Make life easier for form users

C f i kl d ilCreate forms quickly and easily

Reduce the cost of form basedReduce the cost of form based transactions

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IBM Software Group

Buzzword Bingo

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IBM Software Group

Thi kTh kThinkThank you

Chris Sparshott

BlBloghttp://chrissparshott.com

Portfoliohttp://www.slideshare.net/sparkbouy/slideshows

[email protected]