PerfectForms & Microsoft SharePoint
PerfectForms’ integration with SharePoint is comprehensive – both MOSS (Microsoft Office SharePoint Server) and WSS (Windows SharePoint Services) are supported.

SharePoint users can use all the elements of PerfectForms’ “smart form” development platform and the applications created using PerfectForms both inside and outside of the SharePoint environment. Additionally, users can transfer PerfectForms workflows and data between their company’s internal SharePoint portal and external computer systems freely and seamlessly.
“One of the major restrictions that many applications integrated with SharePoint face is external versus internal functionality,” said Tom Allanson, CEO of PerfectForms.
“You can run into a situation where you can develop an application within SharePoint but then it’s stuck there. If you want to use it for any sort of public access purpose then it can become costly and much more complex to implement.
Our PerfectForms SharePoint integration capability completely removes that obstacle. We don’t just approach usability from a design standpoint, but also from a functional standpoint, so it was important for us to remove this barrier for our users.”
People using PerfectForms within SharePoint have a library of PerfectForms Web Parts at their disposal, allowing them to design, build and deploy their business process applications without having to leave the portal environment. They can also customize the user interface of each Web Part within SharePoint to match the look and feel of their company’s branding standard, including importing logos, graphics, and any style sheet supported by SharePoint (of which there are many). Customers can develop rich, custom form-based workflows using the familiar PerfectForms development platform within SharePoint, and administrators can integrate specific PerfectForms Web Parts within any site page they choose.
Each PerfectForms Web Part can be accessed independently via specific SharePoint site pages. Administrators can embed one such Web Part – a PerfectForms Notification Icon – in any site page that will indicate the number of instances within the user’s PerfectForms projects which require attention. These notification mechanisms incorporate site page restrictions and permissions. People within a certain department who are only allowed to access that department’s SharePoint site pages will receive notifications from the PerfectForms icon that relate to their group’s specific projects. Companies can mix different access styles to create a custom Dashboard View (instead of the standard PerfectForms dashboard), WorkPage View Collection or Instance Notification Icon. Users can control how these Web Parts deploy – as a popup or a native tab.
PerfectForms SharePoint Integration:
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Versatile – Access PerfectForms Forms and Notification Lists from within your SharePoint Sites Pages or totally independently to suit your specific needs.
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Inclusive – Integrate SharePoint Lists and Document Libraries into your chosen forms, or as a source of important data to be used within your process.
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Responsive – Improve your timely responses to important or critical events by integrating PerfectForms Notification Alerts within your Site pages.
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Practical – Tailor access to PerfectForms Notification Lists Forms and Reports to suit your individual SharePoint Site Pages for optimum practicability and User friendly experience.
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Progressive – Promote the use of the PerfectForms Designer delivered through SharePoint Pages, to encourage managers to become self-sufficient in the re-engineering and production of departmental electronic forms and processes.
- Economizing – Use PerfectForms and SharePoint together as a central, easy-to-access, fully functional, central facility for all important corporate operational data and processing, thus minimising duplication, maximising human resource, and increasing efficiency.
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PerfectForms WebParts Collection
Dashboard View WebPart
Users who would prefer to retain the features of PerfectForms’ intuitive Dashboard Environment while accessing all the features provided within SharePoint can “embed” all of PerfectForms’ standard screens and interfaces, including those for form-building and workflow design, for a simple way to marry the best of both worlds.

WorkPage View Collection WebPart
For considerably more flexibility, a comprehensive set of individual, specialized PerfectForms “WorkPage” WebPart components can be independently integrated into specific SharePoint site pages in a variety of combinations. This provides PerfectForms users with better control, visibility and access to their workflow designs. WorkPage View Collections are comprised of a user’s PerfectForms projects, i.e. the workflows they’re building, ones they’ve already deployed, etc. WorkPage Views can also be modified to conform to SharePoint style-sheet page design parameters.

Alert Notification WebPart
Keeping users informed of any items requiring immediate action or of critical importance. Users can place a “Notification Icon” independently on any SharePoint site page so that they can respond in a timely fashion when the icon reports the number of “instances” that need attention. The color of the notification will change in accordance with urgency.
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