Best Practices when Analyzing Forms for Automation

Forms InMotion gives your users a friendly, simple interface to fill out multiple forms in a single session without entering the same data more than once. Administrators define the relationships between fields on a form and use our configuration interface to map the fields on each form.

There are some simple steps you can take when analyzing forms for field mapping automation. The first thing to consider is if you have the need for a coversheet or wizard before the user sees the PDF forms.

Do you have frequent errors or omissions with your current process?

If you are sending forms back to users to fix mistakes, you should consider front-loading your forms with a customized coversheet. A coversheet is a custom form written with HTML5, CSS and Javascript. It provides multiple options for calculating and validating data entered by your user using commonly available libraries and frameworks.

Do you need to bring data into your forms from your internal systems or other APIs?

A coversheet allows you to integrate external APIs to get data for your forms. For example, your expense reporting worksheet could use the Google Maps API to calculate the distance between two addresses for mileage reimbursement. You can also use our secure Query API to fetch data from your internal databases, such as your employee directory, to automatically populate frequently entered or otherwise known information. Other examples include store or office location lists, customer lists, invoice numbers, GL coding numbers and employee credit card transactions.

For a deep-dive into the process, check out the article on the Forms InMotion documentation site.

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