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Openforms is a modular solution which allows both the creation of forms, polls and processes as well as their delivery to the desired network (Internet or Intranet). Autonomous microsites and i-Frames using a selected template, following a design pattern or stylesheet can be used.  In the creation of forms there is a strong distinction between content and display. The editorial work on forms and processes in the openforms 5 frontend offers high revision safety and the use of the four eyes principle, like in a content management system. Openforms consists of an admin/editorial instance for creating forms and questionnaires and the configuration of systems as well as a frontend instance that delivers published contents.

Generally speaking each scope of application, in which an electronic form is necessary, can be implemented. Often the individual applications can be classifiied within the following categories:

  • Questionnaire
    For example a poll, that contains all necessary elements in order to assess an opinion about a specific topic in a circle of participants. The data given/the statements made by the user can be displayed in an openforms analysis or exported. (e.g. survey, feedback, vote etc.)

  • Form
    The difference between a questionnaire and a form page lies in the fact that in case of a form page a data extraction occurs. So-called transaction pages that generate PDFs, send e-mails or redirect the data to another site at an interface can be created. (Contact requests, credit card request etc.).

  • Complex Forms (with Business-Processes)
    A process is a more complex form, in which a workflow can be displayed. The progress of the steps can be made dependent upon the interaction of the integrated interfaces and the statements given in the forms. For example data can be saturated (e.g. customer databases), verified (legitimation etc.) and extracted in different interfaces.

 

 


Terminology

A few terms that will be frequently used in the following manual. 

User: someone that looks at and completes a form. The user is anonymous.

Authenticated User:  A user that has (somehow) been authenticated, i.e. it is known who the user is.

Editor: The one editing forms and questionnaires.

Editing-System: A part of openforms, in which the content is maintained.

Live-System: TA part of openforms that provides contents for the user.

Integration- or Preview-System: Provides the content for the approval process. This site is not yet publically accessible.

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