Building a Workflow Engine

Overview One of the most frequently asked questions when it comes to building a Formidable Forms business process is “How do I build a workflow to assign tasks, track sequence completions, and move to next steps?” Workflows can be complicated. Oftentimes, there are security considerations such as “How can I allow the project manager to [Read More…]

Taming E2PDF Saves

This Mastermind tip is contributed by Rob Levine (@RobL) from the Formidable Slack Community. Thank you Rob! Problem I am using e2PDF to create a PDF of a submitted Formidable Form. The difference for me is that I both want to save it to the server and do it without the user knowing (or caring) [Read More…]

Integrate QR Code With Formidable

Requirement A long-term client asked us to integrate QR Codes with Formidable Forms. This particular client runs an agency out of Denver, Colorado. Her client is a grocer. This grocer uses Formidable Forms to sign up ambassadors (affiliates) and partners. When an ambassador entry is submitted, the user is sent an email that includes this [Read More…]

How to Provide Instant Feedback on Forms

Quiz Building Anyone? Are you using Formidable to build quizzes? Many people are and Formidable allows you to build really nice quizzes right out of the box. But, what if you have special requirements like this poster in Formidable’s Slack Community. The Requirements Have a ‘check answer’ button after each multiple choice question. If all [Read More…]

Count Entries Shortcode

A simple shortcode to count entries for a specific field. Usage 1: [count_entries field_id=’153′ field_value=’Class’] Usage 2: [count_entries field_key=’sdlsK’ field_value=’Class’] View the code on Gist.