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Discussion on Flexform - Perfex Form Builder

Discussion on Flexform - Perfex Form Builder

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flexibyte88

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115 comments found.

How do i find the URL for the forms i make. I cant find it in the module and the documentation does not mention it.

OK, thanks that helped a bunch but now i get this: Form Closed This form is no longer accepting responses. Please contact the form owner of you think this is a mistake.

How do i fix it.

Sorry, i need to put a form end date, i will try that and let you know. Thanks for the fast support for us non-coders.

You are welcome. We are always here to help. Kind regards

hi im looking at the changelog and it says: New Feature : Added new Primary contact collection Fields on Clients Form

meaning have you finally enabled the form to be assigned to one of the perfex users/employees. thats very important i believe we have discussed this for months..

Dear @followeuphoria. thank you for your comment. This means you can collect both Customers/Clients Details and Primary contact from a form and sycn it to the Customers/Clients table. Kind regards

I found a bug, check on your demo lead number 1938, it supposed to be from form submission, but it is not visible on leads page, however it exist as lead in search, where is it?

https://perfex.flexibyte.xyz/admin/leads/index/1938

Dear @sambuev, thank you for your comment. It is not actually a bug, it seems you missed providing the Source when you setup the Form and Perfex leads don’t display leads without a Source Field. Please kindly check again. Kind regards

Is it possible to make progress bar more classic, i barely see it, i would like to see steps and have it in green color and under the logo, more traditional, on desktop it’s hard to notice the bar, conversion rate from such forms is low when the number of steps is unknown.

Dear @sambuev, thank you for your comment and compliment. Your feedback is well noted and we will look into it. Kind regards

Don’t take it as an offence, you are amazing developer and I admire your skills. However I do digital marketing and work directly with clients, etc, i can tell you one story, you know who makes the worst ever websites? Yes, web developers, you know why? Because their amazing website look stunning, but conversion rate is 0%, because they have no idea what is conversion rate means, while marketing people know how to make it work for end client, this is why if you ever need working website you never hire web developer. You hire digital marketing guy who can hire web developer and manage him.

Dear @sambuev, thank you for the clarification. Your suggestions are well noted. Kind regards

I would like to ask if this module is already compatible with the latest Perfex CRM versions, especially version 3.2+. If not, could you please provide an update to ensure full compatibility and stability with Perfex CRM 3.2 and higher?

Dear @seouwebdesign, thank you for your comment. Yes, it is compatible with the latest version. If you are experiencing any issues, please kindly let us know via the support. Kind regards

The form created not possible add to menu in costumers?

Dear @neticio, thank you for your comment. If there is no pending form, the menu won’t show. The menu shows on the customer when they a pending Form they need to submit. Kind regards

Ok, but what I wanted was for the client to be able to fill out the forms.

Dear @neticio, your customer can fill in forms when you assign it to them. Please kindly assign Form to them and the button will show. If you are experiencing a different behaviour, please kindly contact us via support and we will be glad to assist you further. Kind regards

Great work!

Thank you :)

Hello, I need to be able to have multiple fields on the same section. how can I do this?

Currently the way is built. seems like a lot of Next buttons has to be pressed, so I need sections

Dear @maxtor831, thank you for your comment. You can switch from multi-stage Form to Single Page Form. If you need further assistance, our support team will be glad to assist you further. Kind regards

I do like the multi stage, but the multi stage needs the ability to have multiple questions, not only one. Is this something you can implement?

thanks

Dear @maxtor831, thank you for your reply. Not planned at the moment, however, we will take this as a suggestion and consider it. You can use Multi-stage or Single Form at the meant. Kind regards

When form is created, the end date is blank, it suppose to be “unlimited end date” but there is a bug and form just closed by default instead of being unlimited expiry date.

Please fix it, it’s very confusing when you created a form, shared a link and form show it’s Expired and no longer accept submissions, it’s critical issue. Make it unlimited by default, it makes sense, especially for marketing people.

Dear @sambuev, thank you for your comment. It is intended to be a feature that protects the Form. We will review your suggestions and consider it in coming updates. Kind regards

It’s amazing, please ping me once you have this feature fixed, everything should work smooth for new users. I plan to use this form as embed on the official website.

How to show how many steps left, some kind of progress bar?

Dear @sambuev, yes there is a progress bar on multi-page Form at the top of the Window that shows progress bar. Kind regards

I did not see it on demo form, it only showed a logo and the form itself, no steps, no progress bar and no option to configure it. I guess i overlook, however having it visible and configurable it would help a lot.

Dear @sambuev, yes there is a progress bar on multi-page Form at the top of the Window that shows progress bar. It is also on Demo. Please kindly check again. Kind regards

There is a bug, i created form, make it public, but it shows the error: “Form Closed This form is no longer accepting responses. Please contact the form owner of you think this is a mistake.” and there is no preview button and no option for templates.

Dear @sambuev, thank you for your comment. To make it unlimited, you can set a future date as much as possibles (e.g couple of years from now). As regards your suggestion to make it unlimited by default, we are looking into that as well. Kind regards

I manage Perfex for my client, if I tell them they need to set the date to randon future date, they going to think I’m stupid manager, they hate this type of work arounds, all they need is to make form available once they save and by default it must be unlimited date, why it is is so hard to explain, I can’t believe you don’t get it.

Dear @sambuev, thank you for your comment. Our latest update now sets unlimited time for Form with empty End Date. Kind regards

Hello, is it possible to use this module to let Perfex customers to register? I want to replace my Registeer page on default Perfex, to my own custom form this module. Is it possible?

Dear @sambuev, thank you for your comment. Yes, you can create a form that collect Clients information and adds it to the Clients table. Please kindly check out our demo to see how this works and we are happy to hear any further questions you might have. Kind regards

I am unable to change the form description and If I duplicate a form, I am still unable to change the form description. I am only able to add a description when the form is being created.

Dear @TheBlackLoki, thank you for your comment. Yes, form Description Field is only available when creating a Form. We will provide include option to edit Description in the coming updates. Other fields including Form Name are available on Create and Edit. Kind regards

Failed to send two step authentication code to email, SMTP settings may not be configured properly.

Demo url is not working with above error

Dear @krishnapss, thank you for letting us know. We disabled Email SMTP configuration due to abuse, we have enabled it back now and it should be working fine. Please kindly check again. Kind regards

@krishnapss the Email 2FA have been disabled as well. Please kindly check again. Thanks

Hello, we need a service report form that we prepare in the field for the devices we perform technical service maintenance on, the form is a bit comprehensive, company information, device information, serial number etc., working hours, working hours, replaced faulty parts, explanation section about the fault and solution, both authorized and customer signature section at the bottom are required, is it possible to use it for this need?

Dear @kaplansahin06, thank you for your comment. Yes, Flexform sounds like the right module for above usecase. Please kindly try our Demo and setup a sample Form. If you have additional questions, please kindly let me know. Kind regards

E possivel usar fora do perfex crm?

Prezada jessepaniza, Obrigada pelo seu comentário. Funciona apenas no Perfex CRM. Atenciosamente

Hola Pregunta de preventa, entiendo que actualmente tiene dos opciones para mostrar las preguntas: 1. una pregunta por pantalla y se pasa a la siguiente. 2. todas las preguntas en una sola pantalla tipo google form.

La consulta es si se puede hacer que haya mas de una pregunta por pantalla, pero pueda existir varios bloques, ejemplo:

Pantalla 1 Pregunta 1.1 Pregunta 1.2 Pregunta 1.3

Pantalla 2 Pregunta 2.1 Pregunta 2.2

es posible? Gracias

Estimado @fer5207: Gracias por su comentario. Por el momento, solo tenemos estas dos opciones: Formulario único y Una pregunta por pantalla. Atentamente.

Hello,

What i need is, Support ticket form Create a ticket or Edit a ticket. I need to manage this form add some new fields there and edit some and remove some. Is you module allow me to do this ? And one second question can i for exemple in Create a support ticket form do like this : Add new field (Select list : A B C D) When select one from this list A for exemple it gona show me another list with choices from A and so?

Dear @Sventekz, thank you for your comment. You can use Flexform to create Support Ticket and the files attached on the form will added as attachments on the tickets. As regards the Select List (A,B,C,D), Flexform supports LOGIC which conditionally show some fields depending on previous answers. However, I am not sure your requirement are different from the current Logic we have, Please kindly check our Demo to see how it works Kind regards

Hi thanks to help us to resolve this : Issue with Image Upload Field in Form

is ok thanks

please answer my ticket

Dear @cmedialinks, thank you for your comment. Our team reply to tickets within 24 hours during working days. I can confirm your ticket has been replied, please kindly check again. Kind regards

Pre sale question :

Can the form be used to create new prospect and be assigned to an existing status?

Like we want to put form on a website and collect lead directly into our prospect list on the Perfex CRM ?

thanks

Dear @idoublel007, thank you for your comment. You can use this form module to Collect Leads and Customers and it will automatically sync to your Leads and Customers table on your Perfex CRM. Kind regards

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