Presenter Berit Johannessen: bjohannessen@zerionsoftware.com

July 27, 2016 Host: Elaheh Eghbal

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Topics

• Getting Started with Integration.

• Understanding Data Feeds & POST Data URL.

• Integration Ideas.

• Custom Web services.

• Accelerating Workflows with Zerion Software.

Getting Started

Getting Started

1. Eliminates human error.

2. Automates workflow.

3. Saves time and money.

4. Faster and more comprehensive data processing.

5. Creative thinking wins ball games.

Understanding iFormBuilder Data

iFormBuilder Data

Data Views Data Feeds

List XLS

Map XLS+ (Excel Flat)

Graph XML

HTML JSON

Excel RSS

Excel Flat ATOM

Scoring JSON Scoring

PDF

Feeds: Use meta data, can be used to integrate with other systems.

Views: Used for basic reporting

view.

iFormBuilder Data

Meta Data is captured for every record by the iForm application.  Username Timestamp Latitude, Longitude, Altitude, Speed & Compass Direction

NOTE: Data Column Names and Option List Key Values are displayed in Data, NOT LABELS.

ID - The ID given to the record by the database server. PARENT_RECORD_ID - Record ID of the Parent Form (Subform record(s) only) PARENT_PAGE_ID - Page ID of the Parent Form (Subform record(s) only) PARENT_ELEMENT_ID - The Subform Element that leads to the particular subform (Subform record(s) only) CREATED_DATE - Date the record was generated (either the device or server). CREATED_BY - User that created the record (either the device or server). CREATED_LOCATION - Location where the record was created. *If created on the server, the field will say “Server" CREATED_DEVICE_ID - Device ID # of the device that created the record. MODIFIED_DATE - This is the last time the record was modified (either on the device or on the server) MODIFIED_BY - User that last modified the record (either the device or server). MODIFIED_LOCATION - Location where the record was last modified. *If modified on the server, the field will say “Server" MODIFIED_DEVICE_ID - Device ID # of the device which last modified the record. SERVER_MODIFIED_DATE - Date the record was last uploaded / updated on the server.

iFormBuilder Data

Image Meta DataImages can retain meta data that will be embedded in the image. The meta data will retain information about the photo itself, such as location, time, device etc... Information can vary between devices.

• To see the meta data from an image, you can copy the image url and use this online EXIF tool, http://regex.info/exif.cgi

• Note: This only works with images that are taking through the app, meaning it won't work if you upload an already stored photo on the device.

Click here to view Customer Success Article on Image Widget Meta Data

Filter Record Data

Create a filter for viewing and exporting data sets.

Create filter when in List View.

Filter will stay in place until removed. Click ___ icon to remove filter.

Click here to view Customer Success Article on Record Data Filters

Stored FilterWith a Stored Filter, you can filter all the relevant data of your form, and save that filter to apply at any time. You then use the Store Filter for editing in Table Edit.

Click here to view Customer Success Article on Stored Filters

Table Edit ViewTable Edit View gives you the ability to edit all the data fields defined in a Stored Filter. Any edits you make will be reflected immediately.

Click here to view Customer Success

Article on Table Edit View

Data Integration Considerations

• How do you want the data to appear? Labels Vs. Data Column Names and Key Values

• When you add new fields to a form, you will need to update other table/source if you plan on passing the data through.

• Do you need data to flow from iFormBuilder? Into iFormBuilder?Bi-Directional?

Using iFormBuilder POST for Integration

POST: Data delivery to the location of your choice, rather than coming to pick it up yourself (Feeds). Located in Form Assignment.

POST URL

Name: Name of the POST service

Endpoint URL: The address iFormBuilder will send data to when a record is called for POST process

Post Data Format: The data format you want delivered to the Endpoint (XML, JSON)

Post Body Content Type: Encoding format of the data being sent to Endpoint. Options will vary depending on Post Data Format

Use Labels With this option turned on, the generated feed will be using element labels replacing element names and option labels replacing option keyvalues.

Error Email: An e-mail address that will receive an e-mail if the request fails after the number of retries is exceeded (5 days)

Notification Email: An e-mail address that will receive an e-mail each time a request fails with a 400 or 500 level code and has not exceeded maximum number of tries for Guaranteed Delivery.

Guaranteed Delivery: With this option turned on, when a POST request fails to reach the destination, it will be returned to a queue and will try again with the following schedule (1 minute, 5 minutes, 30 minutes, 6 hours, 24 hours)

POST URL’S

Integration Ideas

iFormBuilder Articles on Integration Ideas: https://iformbuilder.zendesk.com/hc/en-us/sections/200330600-Integration-Ideas

https://zapier.com

https://www.webmerge.me

http://www.klipfolio.com/

http://www.zoho.com

http://www.esri.com/software/arcgis/arcgisonline

http://www.tableau.com/

Google Integrations (Free)

Customer Success Articles• iFormBuilder Data Into Google Spreadsheets• iFormBuilder Record Mapped To Custom Google Doc Or PDF (with

automatic email of PDF)Google Integration Script Examples• Google Sheet• Google Doc

GoogleiForm to Google

• Covers all reporting aspects: Single Record - Single Record submission and Doc or PDF is generated from data.

• Aggregate Reporting - Multiple Records from iFormBuilder are analyzed and aggregated into report. example. Num of Records in time period, and correlating sales delivered on a weekly basis.

• Dashboard - Data is display on a live page that shows an overview of charts, tables, graphs etc and updates as data comes in.

Google to iForm

• Create Integration for when a table is updated in Google, a new record will be added to iFormBuilder Database.

Zapier

Over 500+ Web Apps for - Project Management - Customer Relationship Management - Social Media & E-mail - Billing and Payment Processing - Document Management … and more

*Must have access to iFormBuilder API APPS to leverage Zapier.

Both accounts (and data structure) should be set-up prior to building the Zap.

Zapier

Triggers!New User- !Triggered when a new user is created in a profile.!

!

New Form- !Triggered when a new form is created in a profile.!

!

New Company Profile-!Triggered when a new company is created.!

!

New Record ( Instant )-!Triggered when a new record is created in a form.!

!

New Widget-!Triggered when a new widget is created in a form.!

Actions!Create User- !Create a new user in a profile.!

!

Update Form Assignment!Update form permissions.!

!Update Record Assignment-!Assign a record to a specific user.!

!

Create Widget- !Create a new widget in a form.!

!Create Form- !Create a new form in a profile.!

!

Create Record- !Create a new record in a form.!

Webmerge“We take your online data (online forms, orders, payments, tickets, etc) and "merge" with

documents you create. We save the merge as a PDF and email it directly to you and anyone you would like. Think mail merge for the web...” -WebMerge Blog

Webmerge Reporthttps://www.webmerge.me/merge/8156/bj9f

bjohannessen@zerionsoftware.com

bjohannessen@zerionsoftware.com

ArcConnector• Forms can easily become a feature service in ArcGIS Online or Server.

• Existing Feature Services can become forms in iFormBuilder.

• Integration with Esri Collector App (iOS)

EsrI ArCGIS&

iForm App is opened for Advanced Data Capture.

Submit Data and ArcGIS Feature Service is Updated

Popup is configured to Call iForm through URL Scheme

http://vimeo.com/100415899

Call iForm App from ArcGIS App Popup.

Workflow Example

Add /exzact/integrationEsriArcGIS.php at the end of your

URL. Example: https://training.iformbuilder.co

m/exzact/integrationEsriArcGIS.p

hp

Add Esri Widget in Form Builder to

connect to ArcGIS online.

Connect to your Esri ArcGIS account in

iFormBuilder

Custom Web Services

Custom web services allow businesses to automate their unique workflows.

It allows for bi-directional data flow between iFormBuilder and internal system.

It is code written by developer(s).

• RESTful API

The iFormBuilder API v6.0 enables you to submit an API request in which you specify the fields that will be included in the API response. By only requesting information that it will actually display, you can more efficiently use network, CPU and memory resources instead of retrieving a full API feed, parsing it and dropping unused fields.

What is a custom web service?

1. Integrate data from multiple sources.

2. Redefine workflow.

3. Full Task automation i.e. update option lists, users tables,assigning records based on certain values or location etc.

Why would you need/want to develop a custom web service?

Getting Started: API Authentication

API Code Samples

iFormBuilder API Version 6.0

API 6.0 Apiary

Getting to Know JSON Web Tokens

Links for Building a Custom Web service

Some groups have developed a user guide for their custom workflow that includes topics like Data

Synchronization Overview, Form Development

Standardization, Table Modifications, Things to

Know When Making Schema Changes and Disaster Plans.

Additional Integration Resources

• Hardware Integration

• Software Integration

• iForm Data into ZoHo Reports

• Using BatchGeo To Visualize Location Data

• Using iForm 3rd Party App

• Designing a 3rd Party App (iOS and Android)

• iFormBuilder on GitHub

Accelerating Workflows with

• Securely store data from multiple sources in one area.• Update option lists based off of users responses in a form.• Trigger a custom email only when a user responds a certain way.• Generate a Custom PDF Report.• View report data in a dashboard in real time.• Transform data to match internal database structure.• Flatten parent form and subform data into one file.• Aggregate multiple RecordSets into 1 to summarize data.• Have different actions occur based on record data results.

Are you looking for a way to AUTOMATE you processes to..

Workflow Acceleration with Zerion Software

Dataflow Automation

FAQ’s• Import RecordSets from multiple sources via

webhook, CSV upload or JSON upload.• Refine Data

• Transform RecordSet by adding, removing, and/or modifying record data results.

• Filter RecordSet to only include applicable data.

• Aggregate multiple RecordSets into 1 to summarize data.

• Actions: Add 1 or more actions based on responses to record data. • Email, PDF, Dashboard Report, Databases

(SQL Server), HTTP POST and iFormBuilder• Still need the data in an Excel or JSON file?

Both are included as Data Outputs.

Custom Reports

• Analyze: Create reports and dashboards with an easy drag-and-drop interface. Add calculations or logic to your reports and dashboards with an easy to use formula engine.

• Build: Choose between a variety of charts, widgets, pivot tables and tabular view components.

• Access: Interact with reports and dashboard on the go through your iPad or Tablet.

• Collaborate: Share with your teams in the places you collaborate the most. Send emails, share PDFs, or print reports to equip your teams with the information they need to make better decisions.

Secure Storage

• Long-term data storage and data sharing framework based on the Trust-No-One (TNO) architecture.

• Secure Data At Rest.

• Store data from multiple sources in 1 location.

Demo

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• Recording of session.• Session PDF.