General Interface

Overview

This section will detail the various common interfaces used to access LiveForms.

Log In

The log in page is likely the first menu to greet a user accessing dbs LiveForms. It also appears when a user has become inactive for an extended period of time. To log in, a user must enter their username and their password.

If the user has two factor authentication enabled on their account, they will be asked to enter a code. Otherwise they will be sent to the home page.

Two Factor Authentication

Two Factor Authentication only happens if it is enabled in a user’s profile. After a typical log in, the user will then be asked to enter a code from either ther email or their authenticator app depending on which method they chose.

Once the user enters the correct code, they can continue to the Home menu.

Home

The home screen welcomes users after they log in. It’s the hub where users can navigate to the different features of Live Forms. The menu on the left of the page allows access to the main interfaces for LiveForms.

Tasks assigned to this user will appear in the task list, while users with the designer role will be able to access the Applications, Form Templates, and Data Sources.

Additionally, the home screen has a graph giving the user an idea of how many tasks they can acess. This shows which tasks are escalated, near due, past due, and other available tasks. Hovering the mouse over a section shows the exact number of tasks. Any task that has been escalated, is due within 7 days, or is past due is considered urgent. A focused view of urgent tasks can be accessed by clicking the banner above the graph.

At top of the page, there is a navbar with a selection of options.

• Home: This brings the user back to this page.

• Manage: Available only to admin users, allows them to create and edit other users. See Users for a guide on configuring users.

• Search: Lets users search for any content they have access to.

• Help: Brings the user to a support request page and provides a link to this documentation.

• Language: Allows the user to change system text to a different language. Does not effect user created content.

• Account: Users may edit their account information here.

Search

This feature searches for user created content throughout the current domain. The search matches based on individual words and is not case sensitive.

For submissions, using asterisk can help search for things you may not know the full text for. For example, searching “j*” will bring up submissions containing Jon or jsmith.

For finding content like flows and forms, search will match parts of words. For example searching “fin” can get results with “Financial” and “Final”. Additionally, adding words to descriptions can help make them searchable.

Help

The help page allows you to access this documentation. It also has a form which a user can fill out in order to get support from one of our representatives.

Language

This dropdown lets users switch between different translations for the system. User conetent such as form field names and submission values do not get translated.

Note

System admins may add more translations by adding translation files.

Account

The account button allows users to either log out of LiveForms or configure their settings. See Account for a guide on user settings.

Task List

The task list is where users will complete workflow items assigned to them. It is split into unclaimed task, claimed tasks, and tasks claimed by others. Each task lists the flow the task is part of, the step of the task in that flow, a progress bar, the creation date, the due date when applicable, and who has claimed the task.

Each column of the task list showing task info can be used to sort items in ascending or decending order. Users can also choose which columns get displayed on what screen sizes and in what order by clicking the preferences button. To re-order columns, drag the names on the left. Columns will be displayed in order from top to bottom. By default, long column values will be truncated, which is to say that the value will end in “…” in order to fit the column. Uncheck Truncate long column values to disable this.

The search feature filters the task list based on the information visible on the task screen, such as the flow name, progress amount, and more. In the flow options, designers can add classifiers which add field values to the task list. This is where the Applicant and Loan name come from in the task list screenshot. The Show Urgent button filters the task list to only show task that have been escalated, or due within a week, or are past due.

Task Actions

Tasks have four actions:

• Open: Claims the task for the current user and opens the flow step.

• Unlock: Removes a user’s claim on a task.

• Delete: Removes the task from the system.

• History: Shows a list of who accessed the flow, at which step it was accessed, and at what time range a user had claimed the task.

Warning

Task deletion can not be undone.

Task Organization

Tasks are organized into three categories. Unclaimed Tasks are tasks that are assigned to a user or group but have not been opened yet. Once a user opens a task it becomes Claimed. Only the user with the claim can open that task. Unlocking the task removes the claim and sends the task back to the unclaimed list. Users can also see tasks Claimed by Others. Admin users have the ability to unlock these tasks so that they may be reassigned.