Smart & Dynamic Data Collection
Traditional methods of form creation (Paper, PDF, Word, Excel, etc.) all have one major limitation in common – static fields & manual data entry. Laserfiche Forms solves this common problem through the use of field rules & data look-up functions. And, Laserfiche Forms can even perform calculations just like an Excel spreadsheet!
Field Rules
Long endless forms, full of “explain here” lines and confusing directions, are one of the few things more intimidating than meeting your future in-laws for the first time or assembling that new dresser you bought from IKEA. But don’t worry, Laserfiche Form Fields Rules are here to help make your forms much less complicated (there’s nothing we can do about your future in-laws or that IKEA dresser – sorry).
This powerful feature allows for forms to dynamically hide/display fields, sections, or pages based on user selections or field data. Field Rules ensure that only the relevant fields are displayed to the user – making forms much cleaner & easy to fill out. No more form fields that say things like “If yes – explain here, If no – skip this section, etc.” And, by requiring certain fields to be completed as well, Field Rules ensure that forms are filled out completely AND correctly. Try doing that with your paper forms & “fillable” PDFs!
Data Look-Ups
By now, I’m sure you’ve experienced the pure bliss that comes from filling out a form online and having your phone or Google automatically fill in all of your information for you (although sometimes it doesn’t quite get everything right…I’m looking at you email address in the ‘Last Name’ field).
Laserfiche Data-Lookup rules take that “auto-complete” concept and make it much more accurate & efficient. When filling out a Laserfiche Form, Data Look-Ups with take information entered into one or more fields (names, numbers, selections, codes, etc.) and perform a lookup to pull information from other application databases – and use that information to automatically populate relevant fields throughout the form. Unlike Google or iPhone’s auto complete features, Laserfiche is pulling this information in real-time directly from a database – not using previously filled information. This makes the auto-fill information 100% accurate and allows for more fields to be automatically populated as well. Now – forms are much easier to fill out, they are filled out correctly, and the information you receive is accurate.
Field Calculations
Math – either you hate it, you love it, or you REALLY hate it. Even with a calculator (one of the greatest gifts to mankind), performing complex calculations can be time consuming and always has risks of error. And, yes, Excel spreadsheets are extremely helpful for performing calculations quickly and effectively – but who really wants to fill out another spreadsheet, save it (or forget to save it), and attach it to an email (or forget the attachment…it happens to the best of us)?
Thankfully, Laserfiche Forms provides Field Calculations just like an Excel spreadsheet! You can take values from multiple different fields – and use formulas to add, subtract, multiply, divide, average, and any other type of calculation that you can do in a spreadsheet. You can even use “IF” statements, calculate time, find differences between dates, etc. And, by combining this functionality with the Field Rules & Data Look-Up features we talked about earlier – Forms end up requiring very little manual input & decision making by the submitter.
Let’s take a look at a common example most people are familiar with – if you’ve ever seen an Expense Reimbursement or Purchase Requisition form/spreadsheet, you know just how complicated and time-consuming they can be to fill out. With Laserfiche Forms – you no longer have several pages/tabs to navigate between (Field Rules keep the form short & concise), you don’t have to look up the correct product code or expense category (Data Look-Ups do that for you), and you don’t have to double-check your math (Field Calculations get it right every time).
Learn More About Laserfiche Forms
As you can see, the possibilities are truly endless with Laserfiche Forms. At Modified Logic, we specialize in Form design & process automation. Our focus is to guide our clients through each step of their Digital Transformation Journey – and providing the ability to streamline Form processes is one of the most critical & impactful steps in every Laserfiche implementation.
If you would like to learn more about Laserfiche Forms or are looking to begin your Digital Transformation journey, please contact us at (833)813-2221 or email sales@modifiedlgic.com.
You can also visit our forms page Electronic Forms – Modified Logic and request a free demo with the link at the top of this page.
About Modified Logic
With over 20 years of experience, Modified Logic has a proven record of providing the highest level of support & exceptional services for Laserfiche clients across multiple different industries. From initial deployments and expansion initiatives, to providing responsive support & continuous maintenance – Modified Logic provides everything you need to ensure a successful Laserfiche implementation. Modified Logic also specializes in business process automation, custom integrations, and providing advanced Digital Transformation services through Robotic Process Automation (RPA), Business Intelligence & Analytics, and more!
Contact Us
833.813.2221
130 N Preston Rd. Ste. 100, Prosper, TX 75078
Monday-Friday: 8am-5pm