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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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110 comments found.

neticio

neticio Purchased

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

neticio

neticio Purchased

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

sambuev Purchased

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.

sambuev Purchased

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

sambuev Purchased

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.

sambuev Purchased

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

sambuev Purchased

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

sambuev Purchased

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

sambuev Purchased

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

sambuev Purchased

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

1, Can I assign a particular form to particular client and that particular client can see the assign the form all leads data under the client profile?

2, Same for staff if I assign to staff then staff can see the lead data of the particular form?

So If I run a lead campaign for any then client can see how many lead is coming and report.?

Dear affraz, what you can see is the submitted answers of the customers under their customer profile. I’m not sure I fully understand what you mean by this “client can see their lead of the particular form that admin assign”. The updates will be communicated when it is released via the item the details page. You can also track on our roadmap. kind regards

Let me clear it with example its very easy you can do it quickly. as as quickly you will do I will buy instantly and even lot other client can as this is very important and good feature.

Now Example? Let say I run a company and one Dog food selling client we got. and now this client paying us for lead wise X Package. we got the money now we starting this client campaign ads so we created one lead capture form for this client and I used this form IFrame code on lending page of the campaign.

As the client paid us so now this client is in my Perfex CRM so I have assign this Form to client so when ever form get submit then client will get notification message in the email and when client login to CRM as client then can see a tab in the client panel and when they click on Lead they can see the submission report of that form data as lead for Dog Food selling lead list and they can filter with date etc..

I hope now its clear to you?

So when you updating it? tell me date. its simple you can do it quickly and I can buy instantly.

Please update soon within a week. Thanks!

Dear @affraz, thank you for your comment and explanation. Flexform can be used to collect Leads and auto populate the Leads section on Perfex, however, it seems you want to collect leads for each of your customer, this sounds like Saas rather than the default Perfex. Please kindly check the demo and see if the module fits your business needs. The coming updates will be released and communicated via the item description page. Kind regards

I purchased,,WQhen i publish it show form closed,,Where can I open the form,

Dear @luffytero, Please check the date on your “Design and Configuration”. Screenshot attached below https://prnt.sc/uBzW7h2JWjwg Please kindly set it to a future date.

As the Codecanyon comments area is meant only for pre-sale and general questions, we are not able to provide detailed support here.

Please create a support request at here, we will be happy to assist you and give you further instructions.

Warm Regards

I have a Presale Question, Can i create multiple Questions in the same window. ?Or only one question per Screen

Dear luffytero, yes, you have both options now. You can create a Single Page Form in Flexform (All your questions on a single page like Google form) or One question per screen. You have this flexibility now in the current version. Kind regards

I have some presale questions,

Can the customer send information to Specific projects from this. Can I assign specific customers to specific forms?

Dear @luffytero, thank you for your comment. You can use it to collect any information, For projects for example, you create a form for information you would like to collect, export the customer answer and attach PDF it to your project. Currently, to assign a customer to a form, you will just need to email it to the customers directly. If you have any further questions, please kindly let me know. Kind regards

I need to send forms to existing customers. When form is completed it is tied to the customer. How can I do this? Sure I can create a form and manually email then the link, they can complete, but it is it tied to the customer? Would be nice if I could simply click customer and click send form with status to if the customer completed it or not. Do you have a tool for this?

Dear Derreckn, thank you for your comment and suggestion. This feature is feature is currently in the development phase and will be available soon. You can also track it here on our roadmap. Kind regards

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