Knowledge of the web input form builder within Encompass is essential for creating a seamless and efficient intelligent lending platform. Components like asset management, responsive form design, task-based workflows, and card layouts, when effectively utilized, contribute to an enhanced user experience. In this blog, we will delve into the key elements that will empower an Encompass admin to seamlessly build and customize Encompass custom input forms for the web.
Understanding Web Input Form Builder:
- Gain a comprehensive overview of Web Input Form Builder’s role in customizing workflows for web experiences.
- Create or import web forms that are adaptable to various devices.
- Effortlessly add and edit loan fields within the platform.
- Craft card layouts for easy navigation through the forms.
- Experience the automatic application of existing business rules to streamline your workflow.
Asset Management for Seamless Reuse:
- Enhance visual appeal by uploading image files (GIF, JPEG, PNG).
- Seamlessly reuse files across one or more forms within Web IFP.
Building Custom Forms:
- Navigate through the Asset Management section and the custom forms grid.
- Create a new form by selecting either a blank form or a template.
- Explore options like new, refresh, import, export, and delete within the custom forms grid.
- Enable, disable, or configure the left NAV option for form visibility.
- Utilize export and delete functionalities for effective form management.
- Adhere to best practices for designing forms, including naming, enabling, and editing.
Responsive Form Design for Desktop and Mobile:
- Initiate the form-building process by logging in as an admin or super admin.
- Utilize form layout with responsive design for both web and mobile experiences.
- Understand the significance of category box options in form building.
- Effortlessly use drag-and-drop features to position elements from left to right.
- Explore form properties such as control ID, device type, and scripts.
Task-Based Workflow Forms:
- Embrace the recommended use of two group boxes with a 6-width layout for task-based workflow forms.
- Utilize form layout for task-based workflows by strategically placing elements into group boxes.
- Optimize real estate for displaying forms in task-based workflows.
- Ensure efficient navigation and an enhanced user experience within the Encompass platform.
Card Layouts for Enhanced Workflow:
- Generate card layouts using the card lookup option.
- Link active forms to card elements for a streamlined workflow.
- Utilize predefined card images for visually appealing designs.
- Map data to card elements for informative displays.
- Optimize workflow by linking cards to relevant borrower information forms.
Looking for more information on Encompass custom input forms or need help with implementing any technology solution within Encompass, leave us a message.