Essential Concepts

This page will provide some essential information about what FlexiForms is and how it works basically.

Throughout the knowledge base, we will use some important terms:

Form Owner/Designer: This term refers to the user who will design, deliver and set up the forms.

End User: This term refers to the end user who will fill up the forms.

Target Audience: This terms is plural of "end user" and specifies which users will fill in the forms.

Form Link: The link that the end user will use to access the form.

Form Data: The data provided by the end user by filling a form.

Form Field: A question on the form.

Delivering the Form: The term refers to providing the end user with the form link.

Building/Designing the Form: This refers to specify the layout, appearance and the questions of the online form. It refers to the content of the form (questions or fields) as well as the appearance of it.

Main Form vs. Verification Form: FlexiForms allows you to create your Verification Form. It is used to verify the user, to understand whether she belongs to the target audience. It is fully customizable, may contain multiple questions such as password or email question. Main Form on the other hand is the form used to collect the data from the user.

Setting up the form: FlexiForms is not simply a tool that you can design online forms. It also allows the users to specify the followings:

• The delivery method of the form: Will there be a common link for all the und users, or will there be unique links for each end user, or some end users will some links and some others will use other links?

• Specifying the jobs: Which jobs (emailing, importing the form data into SQL Server, etc.) will be run against the form data? Will there be any rule, which will determine whether the job will run or not, for any job,?

• Feed settings: Will the form use pre-filled or ready-to-use form data from somewhere?

• Request data settings: Does the system (FlexiForms) need to use any data on the URL, or any other data related to form request, for the form?

• Verifications: Will there by any verification to check if the end-user is a member of the target audience?

• API Data sources: Does the form need to use some dynamic data on the form, or for verification?

• Html Templates for emails and exports (PDF and HTML files)