Build electronic forms with the online form builder in Process Director
Process Director enables citizen developers to create user-friendly, responsive electronic forms to gather and display information.
Rich, interactive user interfaces
Process Director provides several ways of building forms are provided, with the results appearing the same to the end-users.
These include the Microsoft Word plug-in, an electronic form designer for easy drag-and-drop creation and the Microsoft Visual Studio-based builder, aimed at .Net developers who require advanced technical features.
Rule-driven behaviours
An integrated rules engine provides a powerful method of defining rules and conditions that control the behaviour of the electronic form. Based on rules that you define, at various stages during data input and a workflow, individual fields or entire sections or tabs can be:
- Editable or read-only
- Hidden or visible
- Empty or pre-populated
- Required or optional
- Dynamically highlighted or styled
We love the simplicity of the system. The actual form has not changed much. You now complete it online. It still captures all the same information. Crucially, the quality of submitted requests has improved as certain fields are auto-filled, calculated automatically or contain rules such as a mandatory field or display a warning if certain conditions are not met. We’ve made the process tighter and more consistent.
Nick Taylor, Finance Director, Millennium and Copthorne Hotels Plc
Key features
Integrated sanity checks and configurable rules
Validate data on input or form submission with invalid fields automatically highlighted for easy correction.
Submit forms for approval
Take advantage of workflow automation capabilities to route completed forms through approval, rejection, clarification and review workflows.
Display real-time data
Display data such as budgets remaining, historical totals, KPIs, statistics, and trends within forms.
Flexible layouts
Logically group fields with groups, tabs, tables and sections.
Multi-lingual
Automatic multi-lingual translation of forms and user interfaces
Currency conversion
Figures can be entered in local currencies, but automatically converted and displayed in regional or global currencies
Attach files
Add file attachments of any format (XLS, JPG, DOC etc.) and track changes.
Comment log
To enable participants to add time-stamped notes to forms and workflow events
Create a PDF of the submitted form
Printable PDF generation of complete form, including attachments
Full audit trail
To include timestamps and usernames of all events/actions
Offline data capture
Collect data when offline and route automatically when back online.
Image capture
Capture a picture and geo-location from a mobile device or select one to attach from your photo library.
Standardised templates
Create consistent and re-useable form templates to comply with corporate styles and policy.
Electronic signatures
In addition to user authentication and audit trails, Process Director supports re-authentication and third party signature pads like Topaz and PDF digital signatures for the ultimate in non-repudiation.
eMail notifications
Alert users when tasks are assigned to them and notify, escalate and reassign the task if timely action isn’t taken.
Web-based
Submit forms from any modern browser, operating system, tablet, or mobile device with all major platforms (including Android, iOS, and Windows) supported.
Mobile forms
Forms are fully responsive and automatically resize to work on smartphones, tablets, and other devices.
No\low-code development
A graphical WYSIWYG web designer empowers non-developer users to build feature-rich forms and model processes with drag-and-drop tools, templates, and pre-built data connectors.
Flexible deployment options
Reduce initial expenditure and benefit from predictable ongoing costs with a cloud-based deployment or keep data within your own hosted environment.
Example electronic forms
Case studies
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Rentokil Initial
Rentokil Initial automate CapEx approval processes in Europe, Asia, Latin America and the USA with Process Director.
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Millennium and Copthorne (M&C) Hotels Plc
Millennium and Copthorne (M&C) Hotels Plc manage CapEx requests with cloud-hosted capital expenditure approval and tracking software.
Request a demo
BP Logix Process Director is a low-code business process automation, driven point-and-click configuration, not complex programming efforts.
Request a demo today and discover how you can build and automate any business process imaginable with Process Director.
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