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1 2014/March eform Suite Version 5 What s new

2 Conventions For better understanding, the following conventions are used in this document: Code uses the font Courier. Paths like c:\programm files\teleform are set as italics. [Buttons] and [Keys] are emphasized using brackets [ ]. Grey boxes include examples. Yellow boxes include hints/notes. Red boxes include warning notices. Notice Information in this documentation is subject to change without notice and does not represent a commitment on the part of Electric Paper GmbH. While reasonable efforts have been made to ensure the accuracy of the information contained herein, Electric Paper GmbH assumes no liability for errors or omissions. No liability is assumed for direct, incidental, or consequential damages resulting from the use of the information contained in this documentation. This documentation may use fictitious names for purposes of demonstration; references to actual persons, companies, or organizations are strictly coincidental. Trademarks The Adobe logo, Adobe and Acrobat referenced herein are trademarks or registered trademarks of Adobe Systems Incorporated. Microsoft, Windows NT, Windows and other Microsoft products referenced herein are trademarks or registered trademarks of Microsoft Corporation. Autonomy TeleForm and other HP Autonomy products referenced herein are trademarks or registered trademarks of HP Autonomy Corporation plc. All other trademarks mentioned in this documentation may be trademarks and/or registered trademarks of their respective owners. 2

3 Table of Contents 1. INTRODUCING EFORM SUITE EXTENDING TELEFORM WITH ELECTRIC PAPER EFORM SUITE WHAT S NEW IN VERSION HTML PLUS² FORMS PDF PLUS² FORMS DATA AGENT WEB SERVER SCRIPTS

4 1. Introducing eform Suite Beginning with a brief overview, the eform Suite for TeleForm is introduced: - eform Suite is an Add-on for TeleForm that enables you to convert your forms to intelligent PDF / HTML eforms using a few simple mouse clicks. - Using eform Suite empowers you to make your once developed TeleForm forms available as a hybrid solution; a paper based and electronically fill-able PDF / HTML form! - eform Suite come with a series of tools that can be used with your web applications in the means of online data collections. - eform Suite features public / private key encryption for form data on transmissions, making your eform application secure. - If your eform users meet specific requirements you may also collect your data by on / offline fill & mail transactions. See the PDF / HTML Plus² Forms Export documentation for more details. - eform Suite is fully customizable using the integrated (or an external) JavaScript editor. You could, for example, add additional validation before users are enabled to submit their forms, check conditions before printing or perform multi-field checks when a user tabs out a field. Figure 1: Overview eform Suite for TeleForm (1) 4

5 2. Extending TeleForm with Electric Paper eform Suite Figure 2: Overview eform Suite for TeleForm (2) 3. What s new in Version 5 In the following, a list of new features for the current version of TeleForm eform Suite is provided. This list is sorted by the different modules of TeleForm eform Suite. For further details, please also refer to the corresponding documentations: - eform Suite HTML Plus² Forms v5 - User Guide - eform Suite PDF Plus² Forms v5 - User Guide - eform Suite Data Agent User v5 - Guide - eform Suite Web Server Scripts v5 - User Guide By default, the documentation for each module are stored in the subdirectory DOC of the main directory for the module (e.g. C:\Program Files (x86)\electric Paper\HTML Plus Forms Export 5\DOC). If you have already started the module, you may also open the documentation through menu Help -> <Module name> Documentation directly. Please note that the documentation for eform Suite Web Server Scripts is only available in the root directory of the setup for eform Suite. 5

6 3.1 HTML Plus² Forms TeleForm 10.7 and 10.8 compatibility Create feature rich HTML eforms with the latest TeleForm release New display mode Single page (without tabs) A new display mode for HTML eforms is available to hide the tabs-bar above the HTML eform. This option can be found within the job settings -> tab General of the HTML Plus2 Forms Export Setup. New option Suggest drop down entries The option <<Suggest drop down entries>> provides suggestions, if the HTML eform user starts to type into a field. These suggestions are generated from dictionaries or external databases. Therefore, it is required that the option <<create dropdown fields from TeleForm-dictionaries>> or <<create dropdown fields from external database>> is activated and the dropdown fields are set up correctly. Support for page breaks while tabbing for single page mode If the HTML eform user navigates through the HTML eform using the keystroke tab, the user is directed automatically to the next page according to the tab-order and page breaks. Automated update for eform offline applications eform Offline applications are saved locally on the eform user s device. If the eform user is online and loads the offline application, an automated update checks for a newer version. If a newer version is available, the local cache is updated. Option No EPEL added Similar to the PDF Plus² Forms Export Setup, the option No EPEL is added to deactivate any EPEL code within the form fields description. This option can be found within the job settings -> tab Functions of the HTML Plus² Forms Export Setup. 6

7 Validating entries for constrained print fields based on the given template The given template for a constrained print field is converted into a regular expression to validate the user s entry while completing the eform. The eform user will get a message, if the entry is not valid. Uploading images as file or through camera of a mobile device This feature requires the latest version of a HTML5-capable web browser. Supported image formats are JPEG-XR, JPEG, BMP, GIF, TIF and PNG. Compress image data A new option for HTML eforms is available to compress image data. This will reduce the total size of the images immensely and saves disc space on local machines and web space. The compression will work for all image types, the HTML eform user may insert using the form action Import an image. This new option can be found within the job settings -> tab Functions of the HTML Plus² Forms Export Setup. 7

8 Save and load local cached data for eforms HTML eform users might save multiple (partially) completed eforms to the local cache. This locally stored data can be loaded and edited using a dialogue with a grid table. Please note that currently the cache is limited to 5 MB per domain. This limit is not extendable for current web browsers. This limitation might be changed in upcoming versions depending on the development of the most common web browsers. Warning message for non-submitted eforms If an eform is changed but not submitted or saved, the user gets a warning message while closing the window / tab. 8

9 Change location for job profiles and data links It might be applicable for TeleForm multi-user environments to change the location for job profiles and data links (by default, the location is on the local hard drive of the TeleForm workstation). If the location is changed to a shared folder on a network hard drive, the eform Suite users can share their profiles / data links instead of saving the profiles and data links locally on their workstation hard drive. Insert custom buttons and deactivate default buttons Insert custom buttons within TeleForm templates on each or selected page(s) wherever needed. Default buttons might be deactivated. 9

10 Caching of form field mapping for dropdown fields within the job setting The mapping of form fields with database columns for creating dropdown fields is cached and saved within the job setting. New feature for the default editor for custom JavaScripts The default editor for JavaScripts in HTML Plus² Forms includes a new feature to show the available JavaScript functions, properties and events specific to HTML eforms in a list and to select the appropriate entry form this list. 10

11 New configuration dialogue including external JavaScripts HTML eform publishers might want to include a reference for external hosted JavaScripts (e.g. Google Maps, jquery). Functions provided by external hosted JavaScripts can be inserted within custom JavaScripts and are loaded while online. New configuration dialogue including external CSS (Cascading Style Sheets) HTML eform publishers might want to include a reference for external hosted CSS (Cascading Style Sheets). This might be applicable, if external hosted JavaScripts require certain CSS. 11

12 New customizable dialogue using JavaScript A new function called EFormOpenDialog for custom JavaScripts is added to customize user defined dialogues. New form events Form_onLookup and Form_afterLookup for database lookups using JavaScript If a database lookup is included in an eform, the form event before and after the lookup might be enhanced by JavaScript using the functions Form_onLookup and / or Form_afterLookup. Please note that the eform user needs to be online to connect to the database. New variables for EPEL and custom JavaScript The variables IsHTML and IsPDF are used to check whether it is a HTML eform (IsHTML = true) or a PDF eform (IsPDF = true). JavaScript Sample: if (IsHTML) { // insert your HTML specific code here... alert ('This is a HTML eform...'); } } else if (IsPDF) { // insert your PDF specific code here... app.alert ('This is a PDF eform...'); EPEL Sample for HTML eforms: {if (IsHTML) expr([name] + "\\n" + [address] + "\\n" + [city]) } 12

13 New function timestamp() and timestampstr() for EPEL and custom JavaScripts These functions return the current timestamp in format YYYY-MM-DD hh:mm:ss:ms. The difference between these two functions is that the function timestamp() returns numbers without special characters and separators. EPEL Sample #1: { expr( timestamp() ) } EPEL Sample #2: { expr( timestampstr() ) } New form event Form_afterFileLoad This event is executed right after the eform user has loaded a file. Support for Geolocation API-functions It is possible to determine the current geographic location by GPS for mobile devices or the build-in locationaware browsing features of the most common web browsers. New file format *.EDL for data links The connection to a database (so-called DATA LINK) is saved as *.EDL-file in the subdirectory named LINKS in the main application directory of HTML Plus² Forms. This file format is more secure and encrypts the included information. Export of Virtual Form Fields is supported (requires TeleForm Version 10.8) Virtual Form Fields are exported as hidden fields and might be used for custom scripting or to set constants. Form field titles, check box text, check boxes and signature form fields are automatically hidden or visible using custom scripting or EPEL.. 13

14 New option Remind job selection for active form-id If a TeleForm template is exported as HTML eform, the user can set the option remind job selection for active form-id for a specific setting. This is applicable to keep track of the last used job setting for each exported TeleForm template. Optimizing the output for ROTATED text fields If a form fields includes a rotated title (90, 180, 270 ), this rotation is displayed in HTML eform using latest CSS3. New feature Range / Slider for choice fields The display of choice fields with numeric values and constant interval might be displayed as sliders. For example to visualize a range as percentage from 0 to 100 with interval 1 (100 choices). The needs to be set in the form field s description of the choice field within TeleForm Designer. For single choice fields, a single value can be set. For multiple choice fields, a range can be set (e.g. 40 to 60). 14

15 New feature Optgroup for dropdown form fields The HTML-tag<optgroup> is used to group related options in a drop-down list. If you have a long list of options, groups of related options are easier to handle for a HTML eform user. The data source / data base needs to have a column indicating which option relates to a specific group (see figure below). Further on, the configuration for a DATA LINK within the tab SERVERLINKS includes an additional column to define the optgroup database column. Optimizing the output for text fields (requires TeleForm Version 10.7 or later) Export existing forms including the background image Optimizing performance issues for older browser versions (e.g. IE 6) Update of jquery version The jquery components are updated to provide support for all current jquery functions and effects required for HTML eform s build-in functionalities and custom JavaScripts. Core Version 1.83 UI Version Mobile Version 1.4 Optimizing EFormOpenDialog for custom dialogues Text and buttons are bigger and therefore better to handle for tablet users. New feature for signature form fields The form field option range for signature form fields is supported. If the value for confidence is outside of range, the value of confidence is shown during validation. 15

16 New feature Signature field mode and pen style including support for JS-events onfocus and onblur The feature to enable signatures has been moved to the tab RENDERING. In addition, the size / thickness and the color of the pen might be customized. Further on, the signature filed mode can be inline or modal. Modal means that an extra window pops up and the form field s description is inserted as text line under the signature zone.. The participant inserts the signature and confirms with [OK]. The signature will be inserted into the HTML eform automatically. 16

17 Finally, the JavaScript form field events onfocus and onblur are supported. For example, the geolocation is stored or a timestamp is set while the signature field has been filled. New feature rotate my picture for uploaded images Prior submission of completed forms, the participant / eform user might want to rotate the uploaded images (especially if captured camera images are directly inserted). Therefore, two buttons are shown automatically to rotate clockwise or counter-clockwise. This feature is compatible with the latest version of HTML 5-capable web browsers (e.g. Firefox 28). New function docpath for EPEL and custom JavaScripts These function returns the current document path. It does not matter, whether the eform user is online or the eform is stored locally. EPEL Sample: { expr( docpath() ) } JavaScript Sample: EFormAlert( docpath() ) 17

18 The form field used to store the document path needs to be configured properly in terms of processing and field length. New feature for load screen of localcache It is possible to specify the available form fields in the load screen of locally stored data. Please use the form description to set the order and the available form fields (TeleForm Designer -> Open template -> Form -> Description). Further on, if the load screen is NOT customized, the order of the form fields shown as columns is similar to the order of the objects in the template (per row location). 18

19 New feature to mask form field entries (e.g. password) If a form field contains the within its form field description, the entries for this form field will be masked in the HTML eform. The HTML eform user does not see the entry. Therefore, it might be applicable to confirm the masked entries for validation purposes. 19

20 New feature self-contained HTML-file In previous versions of HTML Plus² Forms, a HTML-file *.HTM and a corresponding folder with additional required files (e.g. JavaScripts, images, CSS) built the HTML eform application. In the latest version of HTML Plus² Forms, the HTML eform application might be build using only ONE HTML-file, which contains all required and necessary information (so-called self-contained ). The publisher can choose from the options in tab FORMS, which additional files are contained in the HTML-file. Please note that the eform publishers needs to activate the option Reference static content in the tab GENERAL to create only one file without any additional folder. 20

21 3.2 PDF Plus² Forms TeleForm 10.7 and 10.8 compatibility Create feature rich PDF eforms with the latest TeleForm release Compatibility Acrobat Reader XI Extend your application reach to the latest Acrobat software release. Save PDF Plus² eforms hassle free with Adobe Reader XI. Compatibility PDF Expert (App for Apple ipad and iphone) Extend your application reach to Apple ipad and iphone using the App PDF Expert. Choose to submit the PDF eform s data using HTTP or Mail processing. Extended Adobe PDF Security features New options for key lengths are added: 128 Bit RC4 PDF1.5, AES 128 Bit PDF 1.6 and AES 256 Bit PDF

22 Insert custom buttons and deactivate default buttons Insert custom buttons within TeleForm templates on each or selected page(s) wherever needed. Default buttons might be deactivated. Validating entries for constrained print fields based on the given template The given template for a constrained print field is converted into a regular expression to validate the user s entry while completing the eform. The eform user will get a message, if the entry is not valid. 22

23 Caching of field mapping for dropdown fields within the job setting The mapping of form fields with database columns for creating dropdown fields is cached and saved within the job setting. New function timestamp() and timestampstr() for EPEL and custom JavaScripts These functions return the current timestamp in format YYYY-MM-DD hh:mm:ss:ms. The difference between these two functions is that the function timestamp() returns numbers without special characters and separators. EPEL Sample #1: { expr( timestamp() ) } EPEL Sample #2: { expr( timestampstr() ) } New form events Form_onLookup and Form_afterLookup for database lookups using JavaScript If a database lookup is included in an eform, the form event before and after the lookup might be enhanced by JavaScript using the functions Form_onLookup and / or Form_afterLookup. Please note that the eform user needs to be online to connect to the database. 23

24 New variables for EPEL and custom JavaScript The variables IsHTML and IsPDF are used to check whether it is a HTML eform (IsHTML = true) or a PDF eform (IsPDF = true). JavaScript Sample: if (IsHTML) { // insert your HTML specific code here... alert ('This is a HTML eform...'); } else if (IsPDF) { // insert your PDF specific code here... app.alert ('This is a PDF eform...'); } EPEL Sample for PDF eforms: {if (IsPDF) expr([name] + "\\n" + [address] + "\\n" + [city]) } New feature for the default editor for custom JavaScripts The default editor for JavaScripts in PDF Plus² Forms includes a new feature to show the available JavaScript functions, properties and events specific to PDF eforms in a list and to select the appropriate entry form this list. 24

25 New form options Save as PDF merge template to create batches and to view inserted images in TeleForm The default job preferences of the PDF Plus² Forms Export Setup are set up to create an additional PDF eform to merge data and images from remote data. This PDF eform might be processed as batch within TeleForm. In addition, images inserted in an eform are merged, too. Therefore, remote data including images might be processed as batch in TeleForm and the images might be reviewed in TeleForm Verifier prior to export. This new option can be found within the job settings -> menu Edit -> Options of the PDF Plus² Forms Export Setup. This option relates to the corresponding option remote data conversion format EFB in eform Suite Data Agent. The format *.EFB is supported in TeleForm version 10.7 or higher. New file format *.EDL for data links The connection to a database (so-called DATA LINK) is saved as *.EDL-file in the subdirectory named LINKS in the main application directory of PDF Plus 2 Forms. This file format is more secure and encrypts the included information. Export of Virtual Form Fields is supported (requires TeleForm Version 10.8) Virtual Form Fields are exported as hidden fields and might be used for custom scripting or to set constants. 25

26 New option Remind job selection for active form-id If a TeleForm template is exported as PDF eform, the user can set the option remind job selection for active form-id for a specific setting. This is applicable to keep track of the last used job setting for each exported TeleForm template. New feature rotate my picture for uploaded images Prior submission of completed forms, the participant / eform user might want to rotate the uploaded images (especially if captured camera images are directly inserted). Therefore, two buttons are shown automatically to rotate clockwise or counter-clockwise. This feature is compatible with the latest version of Adobe Acrobat and Adobe Reader XI or higher. 26

27 New function docpath for EPEL and custom JavaScripts These function returns the current document path. It does not matter, whether the eform user is online or the eform is stored locally. EPEL Sample: { expr( docpath() ) } JavaScript Sample: EFormAlert( docpath() ) The form field used to store the document path needs to be configured properly in terms of processing and field length. New feature to mask form field entries (e.g. password) If a form field contains the within its form field description, the entries for this form field will be masked in the PDF eform. 27

28 Support for extended features of Adobe Reader XI (forwarding and mail submit) Forwarding of PDF eforms via is possible using Adobe Acrobat reader Version XI. This feature was only available for Acrobat Standard or Professional. In addition, the submission of PDF eform data using mail is no longer restricted to MAPI-capable mail clients. The submission is processed using webmail respectively IMAP / SMTP. New font-size Auto to adjust the form field entries automatically depending on the form field size The font-size of form fields of type Image zones or constrained print fields can be changed to Auto. Depending on the form field s height and width, the font size is adjusted automatically to fit the entry. 28

29 Please note that this setting might lead to very small characters and poor recognition results for OCR, if the completed PDF eform is printed and processed as paper form. Optimization of editing certain form functions The form functions Help-Text, Help-URL, Send data, Send FDF and Send PDF can be edited and specified using the new buttons in the tab FORMS. 29

30 3.3 Data Agent Processing of image uploads for eforms using the option Save as image of the corresponding form field (PCX_FORM_FIELD_ID) The converted image data are saved within TeleForm s IMG-directory after successful processing within TeleForm. Supported image formats are JPEG-XR, JPEG, BMP, GIF, TIF and PNG. Please note that the uploaded images are ONLY visible during verification in TeleForm Verifier, if you use the new remote data conversion format EFB (see next for further details). Create batches from remote data using PDF merge template A new remote data conversion format called EFB is added to the advanced eform data handling. If this option is checked, the required option Merge data with PDF template is activated as well. A certain PDF template might be selected using the browse button. If a PDF template is not selected, the Data Agent checks a specific directory automatically. After remote data conversion to this new format, TeleForm Reader can create batches from remote data. In addition, images inserted into eforms might be reviewed in TeleForm Verifier. This new option can be found within the job settings -> Advanced eform data handling of the Data Agent Setup. Please note that the remote data conversion format EFB is only available for eform data and NOT for image data. In addition, TeleForm version 10.7 or higher is required. New file format *.EDL for data links The connection to a database (so-called DATA LINK) is saved as *.EDL-file in the subdirectory named LINKS in the main application directory of Data Agent. This file format is more secure and encrypts the included information. Optimization of import of data using type Database The import of data from NON-Microsoft data sources is supported (e.g. Oracle or Postgres). New menu item to activate remote data processing for TeleForm Reader A new menue item is added to activate the remote data processing of the TeleFormReader running on the same TeleForm workstation as the eform Suite Data Agent (Data Agent -> Help -> Activate Remote Data Processing). New feature to support the processing of TFM-mails from LiquidOffice / APA and / or TeleForm 30

31 New feature for direct manual processing Evaluate directory A directory containing eform Data might be processed manually (without creating a specific job in eform Suite Data Agent) using the new feature Evaluate directory. This feature is available through menue File -> Evaluate directory from the main dialogue of eform Suite Data Agent. Optimizing form field mapping for data source Database The data source Database requires exporting a TeleForm template as FXF to map form fields with database columns. In the latest version of eform Suite Data Agent, VIRTUAL form fields might be mapped with an existing database column as well. 31

32 3.4 Web server Scripts Support of Cross-Origin Resource Sharing (CORS) for HTML Plus² eforms Cross-Origin Resource Sharing (CORS) is a web browser technology specification that enables open access across domain-boundaries. CORS defines specific possibilities for a web server to allow its resources to be accessed from a different domain. If CORS is not enabled, the access from a different domain is forbidden by the same origin policy. Extending server side database-lookups for dynamic image-upload (only HTML eforms) An image is loaded through a database-lookup, if the image source is referenced via HTTP within the database. The mapping for the database-lookup needs to be done for the required form field s PCX and the database column containing the image path (e.g. ). Support for new file format *.EDL for data links Older versions of HTML Plus² Forms saved the connection as *.UDL-file. The latest version of the eform Suite Web Server Scripts still supports such files. You may use both file-formats *.UDL and *.EDL. Please be aware that by default the EDL-file is used, if the file-name is the same for an existing UDL-file and both files are stored in the same directory for data links. Optimization of request handling for database lookups New samples for a custom response page (PHP and ASPX) The new installer for eform Suite Web server Scripts saves a sample for a custom response page in the main directory of the Web server Scripts on the web server depending on the chosen type of Web server Scripts (PHP or ASPX). This sample serves as a simple response page to show only certain form field values, custom text or to prefill additional eforms. 32

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