IVERO.NET - Forms Center

Automate business processes in a fast and efficient way

Overview

Forms Center allows you to model and automate business processes in your organization in a fast and efficient way. Non-technical people can design no-code workflows that manage any kind of business process (e.g. invoice approval, document review, expense tracking,etc).

Features

Workflow Templates with Workflow Editor - allows designing no-code workflows by using an intuitive interface.
Request Templates - allows you to create different request forms (e.g. HR Request, IT Request etc.) with specific custom fields and workflow.
Customizable form fields - allows you to quickly build request forms with numerous field types such as Text, Choice, Number, Currency, etc.
Support both general-purpose and financial workflows - you can design spreadsheets which allow cost tracking for specific scenarios.
Role-based access control - allows you to set up the level of access that users have to Forms Center (regular user, manager, and admin).
Tracking object changes - each object in the app has an audit log which allows tracking of change history (e.g. creation, edition, status change, etc.).
Measuring request processing time - tracking the efficiency of your team's workflow is crucial for optimizing the whole process.
Automatic email notifications - configured email notifications for each step of a process.
Automatic request assignment - you can configure automated assignment of requests to staff members for each workflow state.
Reporting and export to Excel - Forms Center provides several reports which can be used for management, billing and analytical purposes. Data tables provide options to print or export to CSV/PDF/XLS.
Customized report view - you can create custom report views with specific columns and filters applied.
Attachments - allows users to upload additional files to the requests.
Integrated list - can be integrated with numerous other systems via Power Automate or used as a data source for Power BI (reporting services).
Custom branding - you can custom brand your logo and colors.
Translation-ready for other languages - allows language translation for regular user and manager views.

Create A Custom Process In Minutes

Process in Forms Center consists of four major aspects:

Forms Center makes it easy to model and automate business workflows and ensure compliance with business processes.
Building a new workflow in Forms Center consists of designing a workflow template in the workflow designer and designing a request template in the form designer.

Integrations

When you enable integrated list, requests are automatically exported to the native SharePoint list on the parent SharePoint Site. Sharepoint list can be integrated with numerous other systems via Power Automate (previously MS Flow), used as a data source for Power BI (reporting services) or displayed on different site via Web Part. Click here for more information.
integrations

User Roles

App offers three predefined user roles:

Regular user - can submit requests and see only own data
Manager - can see requests created from assigned templates under "Manage Requests" section
Administrator - can see all data under "Administration" section

Quick steps to start using Forms Center

Support

If you have any question or issues, please email us at

Please read the below Product FAQ and General Troubleshooting FAQ before sending email with an technical question.

Product FAQ - General

Where app data is stored?

App is 100% SharePoint-hosted - all data is stored securely on the customer's SharePoint environment.
App's data is never leaving your SharePoint env, we don't have access to your data and we never see it.
How to install the trial version on the SharePoint Site?

You can download the fully functional trial version from the SharePoint Store, which is explained step by step in the above illustration.
If you have problems with app installation, please read the question "I cannot install SharePoint app on my SharePoint Site" from our Technical FAQ.
How to pin an app to the SharePoint menu, MS Teams, or Office 365 app launcher?

After successful installation, the app is located on the SharePoint Site Contents.
First, please use one of below methods to get an app shortcut.
Method 1) Enter the app (first page) and copy full URL from the browser's address bar (with all parameters like SPHostUrl etc.), below is example:
https://iverodemo-c5948d2992c3d6.sharepoint.com/FormsCenter/pages/index.html?SPHostUrl=https%3A%2F%2Fiverodemo%2Esharepoint....

Method 2) Enter the app (first page), copy URL from the browser's address bar and remove all characters after app name, below is example:
https://iverodemo-c5948d2992c3d6.sharepoint.com/FormsCenter/~~pages/index.html?SPHostUrl=https%3A%2F%2Fiverodemo%2Esharepoint....~~
Required parameters will be automatically added by SharePoint.

Pin app to the SharePoint Site menu
Step 1) Go to the SharePoint Site
Step 2) Click "Edit" on left or top SharePoint menu and add link to the app
Details are described in this document, steps are different depends on the SharePoint UI type (classic view/modern view)

Pin app to MS Teams as a new tab
Step 1) Open MS Teams
Step 2) Click "+" icon to add a new tab

Step 3) Type 'website' in the search box to find an item "Website"

Step 4) Enter tab name, copy&paste above app URL (Method 1 or 2) and click Save button

Pin app to the Office 365 app launcher
You can add custom tile to the app launcher under Office 365 Admin Center->Settings->Organization profile page.

Details are described in this document. To get logo URL required to create new tile on app launcher you can click right mouse button on app icon (SharePoint Site Contents) and select "Copy image address"
How to customize the logo and colors?

You can custom brand your logo and color under Administration->Settings->tab "Logo&Colors".
To upload own logo you need to:
a) switch setting "Logo" to the value "Custom"
b) click on area "Logo File" (or use drag&drop) to upload logo file.
c) click on button "Save Logo&Colors"

To change blue theme to another you need to click on color picker (setting "Default color"), select your color and click on the button "Save Logo&Colors".
How to translate an app into different languages?

You can translate an app under Administration->Settings->tab "Translations".

Language translation is available for regular user and manager views (except section "Administration").
How does subscription work?

To get more information about subscription and payments please read Billing & Payments FAQ
What happens if I remove a user?

If you remove a user from the app, no data will be lost. The user will lose access to app, but their data will remain visible on all reports.
How to update SharePoint app?

App update process is described here and also on our Technical FAQ, question "How to update SharePoint app?"
I cannot find a user in drop-down list

User list is pulled from SharePoint User Information List (built-in SharePoint feature, here is more info)
SharePoint user is added to the User Information List after first login to the SharePoint Site.
After first login, user will be visible in the user's drop-down list.
How to export data to MS Excel/CSV/PDF ?

Table export is supported for all the objects in the app (columns displayed in data tables). To export or print data, click the proper button in the top-right corner, above the data table.

Additionally, you can export all data from request details into MS Excel (all standard fields + custom fields + comments)
How to dynamically populate the custom Choice Field options from the external SharePoint list?

The app allows for creating custom fields for requests form. One of the custom field types is "Choice from External SharePoint List" which allows to dynamically populate the Choice Field options from the external SharePoint list on the parent SharePoint Site.
To configure this type of field, you need to change the "Type" field to the value "Choice from External SharePoint List", afterward select list name from the drop-down and enter column name from which app will get data.
How to add custom columns to data table ?

The app allows adding a custom form field to the administrator and manager reports that shows all requests.
Step 1) Go to Administration->Request Templates->Edit->tab "Custom Form Fields" to check what is "ID" of custom form field (e.g. CustomField1)

Step 2) Go to Administration->Settings->tab "Requests Report Columns", click on empty row at the bottom of the data table and select custom field from the drop-down list. Make sure that the column "Is Visible" is marked.

Step 3) Click button "Save Requests Report Columns" to save changes.