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Create grant_app_demo_script.md
jeffstanier Jul 19, 2022
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Add files via upload
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Update grant_app_demo_script.md
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Update grant_app_demo_script.md
jeffstanier Jul 19, 2022
40c4c77
Minor Grant Application updates, rename file for browser navigation
GuillaumeCleme Jul 19, 2022
c596fa8
Adding API Agreement demo
GuillaumeCleme Jul 19, 2022
51fe972
Update retrospective.json
jeffstanier Jul 20, 2022
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Update retrospective.json
jeffstanier Jul 22, 2022
f162aba
Merge pull request #20 from aftialabs/update-retro-form
jeffstanier Jul 22, 2022
84cc910
Update API agreement
GuillaumeCleme Jul 27, 2022
539552b
Merge branch 'main' of github.com:aftialabs/morf-preview into main
GuillaumeCleme Jul 27, 2022
3247805
MORF-581 Update authentication approach and keys form samples
GuillaumeCleme Jul 27, 2022
e6c8fa6
Update retrospective.json
jeffstanier Jul 27, 2022
291380b
Updated the link to point to the morf-preview
rjarin15 Jul 27, 2022
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1st official json commit
rjarin15 Jul 27, 2022
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1st json commit for patient registration form
rjarin15 Jul 27, 2022
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Readme file creation
rjarin15 Jul 27, 2022
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jeffstanier Jul 27, 2022
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jeffstanier Jul 27, 2022
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readme file for account registration
rjarin15 Jul 27, 2022
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Add files via upload
jeffstanier Jul 27, 2022
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readme file for patient registration
rjarin15 Jul 27, 2022
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Merge pull request #27 from aftialabs/renies-wordfile-updates
jeffstanier Jul 27, 2022
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readme file for tenant background auth
rjarin15 Jul 27, 2022
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json schema for Student reg PA flow
rjarin15 Jul 28, 2022
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Create readme in Demo repo directory
rjarin15 Jul 28, 2022
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removed sitekey and submit url
rjarin15 Jul 29, 2022
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Removed sitekey, submit and updated logo
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Updated sitekey
rjarin15 Jul 29, 2022
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Merge pull request #22 from rjarin15/patch-10
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Merge pull request #32 from rjarin15/patch-20
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Merge branch 'main' into patch-21
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Merge pull request #33 from rjarin15/patch-21
rjarin15 Jul 29, 2022
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readme update
rjarin15 Jul 29, 2022
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readme pdf version
rjarin15 Jul 29, 2022
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sitekey and logo update
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Merge pull request #34 from aftialabs/renies-demo-content-addition
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Add files via upload
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Merge pull request #36 from aftialabs/renies-demo-content-addition
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Merge pull request #37 from aftialabs/renies-demo-content-addition
rjarin15 Jul 29, 2022
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adding readme pdf version
rjarin15 Jul 29, 2022
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readme update
rjarin15 Jul 29, 2022
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submit url and sitekey update
rjarin15 Jul 29, 2022
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rjarin15 Jul 29, 2022
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rjarin15 Jul 29, 2022
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adding readme pdf version
rjarin15 Jul 29, 2022
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readme update
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rjarin15 Aug 4, 2022
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Adding the 1 page, getting started with Morf
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rjarin15 Aug 4, 2022
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Updated Sitekey and submit url
rjarin15 Aug 8, 2022
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Updated Readme, adding preview URL
rjarin15 Aug 8, 2022
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Update morf_support.json
jeffstanier Aug 8, 2022
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Merge pull request #38 from aftialabs/morf-support-zipfile-redirect
jeffstanier Aug 8, 2022
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Adding student reg video
rjarin15 Aug 9, 2022
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rjarin15 Aug 9, 2022
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rjarin15 Aug 9, 2022
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rjarin15 Aug 9, 2022
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Adding patient reg video
rjarin15 Aug 9, 2022
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adding video link in readme
rjarin15 Aug 9, 2022
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Adding tenant background authorization video
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Adding video link in readme
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jeffstanier Aug 10, 2022
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Merge branch 'main' of https://github.com/aftialabs/morf-preview
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Merge branch 'main' of https://github.com/aftialabs/morf-preview
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rjarin15 Aug 30, 2022
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rjarin15 Aug 31, 2022
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rjarin15 Aug 31, 2022
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Create sign_integration_survey.json
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dff847d
update logo url
rjarin15 Nov 8, 2022
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rjarin15 Nov 8, 2022
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rjarin15 Nov 8, 2022
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update title and logo url
rjarin15 Nov 8, 2022
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update logo url
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update successURL
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Update bindings
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c0bae7f
initial w-4 creation
rjarin15 Nov 8, 2022
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initial commits for w4 and w8 json
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skeleton json commit
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c8ac107
Create Vender Agreement Request.json
jeffstanier Nov 11, 2022
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Create Vendor Agreement Request.json
jeffstanier Nov 11, 2022
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jeffstanier Nov 23, 2022
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MORF-730 Add preview siteKey
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Merge branch 'main' of github.com:aftialabs/morf-preview into main
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d21db7a
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GuillaumeCleme Nov 30, 2022
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rjarin15 Dec 1, 2022
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W-8BEN form template complete
rjarin15 Dec 2, 2022
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initial commit w8 ben-e
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json update
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4 changes: 3 additions & 1 deletion README.md
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Expand Up @@ -3,11 +3,13 @@

A repository containing sample MORF forms used for demonstration purposes. Generic industry specific samples can be found under the `/demos` folder along with presentation instructions.

This preview page injects its own `siteKey` meaning that new form definitions may leave their `siteKey` blank.

## Add a sample

1. To add a new sample, start by heading over to http://editor.getmorf.io/ to create a new Morf form
2. Copy the generated Morf definition (JSON)
3. Browse the code in this repository to add a new Morf definition under the `./samples` folder: https://github.com/aftialabs/morf-samples/tree/main/samples
3. Browse the code in this repository to add a new Morf definition under the `./samples` folder: https://github.com/aftialabs/morf-preview/tree/main/samples
4. Use the **Add file** option to create a new file.
![Add files](./.github/docs/addfiles.png "Add files")
5. Give the file a name and copy the Morf definition (JSON) contents to the file.
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16 changes: 16 additions & 0 deletions demos/ReadMe.md
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## ReadMe for demos

This ReadMe will explain how to use the demo contents.

Each demo content folder will contain a readme or a PDF guide on how to set up and use it.
A word template.
A JSON file.
Also, there could be additional files such as CSV for importing and creating a Sharepoint List.

There are Power Automate setup, when adding a function or variable (example json(triggerFormDataValue('data'))), make sure to enter this under Expression.

To quickly get started with Morf, please download and watch this 2 min video https://github.com/aftialabs/morf-preview/blob/main/demos/Morf%20getting%20started%20video.mp4

Getting started with Morf document that is mentioned in the video can be found here https://github.com/aftialabs/morf-preview/blob/main/demos/Getting%20started%20with%20MORF%20-%20README.pdf


114 changes: 114 additions & 0 deletions demos/common/Vendor Agreement Request.json
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{
"config": {
"submit": "https://prod-00.canadacentral.logic.azure.com:443/workflows/dd24c60b929c43e68e6bb2ff2047e7db/triggers/manual/paths/invoke?api-version=2016-06-01&sp=%2Ftriggers%2Fmanual%2Frun&sv=1.0&sig=vqwAWtcjyhFnWAzBpQmEiZKwzI4AU9LoqsoI_q6atPw",
"siteKey": "",
"successUrl": "http://getmorf.io/"
},
"head": {
"title": "Vendor Agreement Request",
"logo": "https://tailwindui.com/img/logos/workflow-mark-indigo-600.svg"
},
"body": {
"items": [
{
"type": "panel",
"label": "Vendor Information",
"width": "full",
"items": [
{
"type": "text",
"label": "Vendor Name",
"placeholder": "E.g. ACME",
"bind": "vendor.name"
},
{
"type": "date",
"label": "Onboarding Date",
"bind": "vendor.onboardingDate"
},
{
"type": "text",
"label": "Vendor Address",
"placeholder": "E.g. 123 Somestreet, City, State, Zip",
"width": "full",
"bind": "vendor.address"
},
{
"type": "panel",
"label": "Contact(s) (up to 10)",
"min": 1,
"max": 10,
"bind": "vendor.contacts[*]",
"width": "full",
"items": [
{
"type": "text",
"label": "Name",
"placeholder": "E.g. John Doe",
"description": "The first participant will be the primary contact",
"bind": "vendor.contacts[*].name"
},
{
"type": "text",
"label": "Email",
"placeholder": "E.g. john.doe@example.com",
"bind": "vendor.contacts[*].email"
}
]
}
]
},
{
"type": "panel",
"label": "Organization Information",
"width": "full",
"items": [
{
"type": "text",
"label": "Organization Name",
"placeholder": "E.g. Stark Industries",
"bind": "organization.name"
},
{
"type": "text",
"label": "Organization Address",
"placeholder": "E.g. 123 Somestreet, City, State, Zip",
"bind": "organization.address"
},
{
"type": "panel",
"label": "Contact(s) (up to 10)",
"min": 1,
"max": 10,
"bind": "organization.contacts[*]",
"width": "full",
"items": [
{
"type": "text",
"label": "Name",
"placeholder": "E.g. John Doe",
"description": "The first participant will be the primary contact",
"bind": "organization.contacts[*].name"
},
{
"type": "text",
"label": "Email",
"placeholder": "E.g. john.doe@example.com",
"bind": "organization.contacts[*].email"
}
]
}
]
},
{
"type": "submit",
"label": "Submit"
},
{
"type": "hidden",
"value": "Vendor Agreement Request",
"bind": "agreementName"
}
]
}
}
41 changes: 41 additions & 0 deletions demos/common/offerrequest/Offer Request.json
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{
"config": {
"submit": "https://prod-09.canadacentral.logic.azure.com:443/workflows/1b0d0281f3724f5b85511bd8ddf8f8cb/triggers/manual/paths/invoke?api-version=2016-06-01&sp=%2Ftriggers%2Fmanual%2Frun&sv=1.0&sig=cIsflzeoiGV5Ce1Fom_dTPCmL_yN9rVcQOfCHA_RYTI",
"successUrl": "http://getmorf.io/",
"siteKey": ""
},
"head": {
"title": "Offer Request",
"logo": "https://uploads-ssl.webflow.com/61e714dee6e03a006b829c3a/621cf6cde8ae4f61b08896b4_MORF%20Logo.svg"
},
"body": {
"items": [
{
"type": "paragraph",
"width": "full",
"label": "Review the details of the request below before initiating it."
},
{
"type": "text",
"label": "Applicant Name",
"bind": "applicant.name",
"placeholder": "E.g. Jane Doe"
},
{
"type": "email",
"label": "Applicant Email",
"bind": "applicant.email",
"placeholder": "E.g. you@example.com"
},
{
"type": "hidden",
"bind": "recipient.email",
"value": "hello@getmorf.io"
},
{
"type": "submit",
"label": "Initiate"
}
]
}
}
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# Morf Demo Script: Grant Application

## Aftia Morf / Doc Generation / Sign Demo


### Setup

For this demo you’ll need:

- MS Word with the Document Generation Add-on installed
- Power Automate with connections setup to your
- Adobe PDF Services account
- Adobe Sign Account
- MS SharePoint account
- Internet access to reach https://www.getmorf.io/

Import the Power Automate Flow from `MorfSampleGrantApplication_20220422201643.zip` by going to My Flows in the Power Automate sidebar and clicking `Import` at the top of the page.


![image](https://user-images.githubusercontent.com/17143489/179748901-3544099f-74ac-40c0-be69-a4ef8c2e4f1e.png)

Select the file and setup the connections by clicking `Select During Import` for

- SharePoint Connection
- Adobe PDF Services Connection
- Adobe Sign Connection

![image](https://user-images.githubusercontent.com/17143489/179749061-6f165746-881e-4221-bb70-85aa9bb8d7e2.png)


Then import the application. Under My Flows, select the Morf Grant Application you just imported and turn it on.


![image](https://user-images.githubusercontent.com/17143489/179749136-f9e4f609-4240-4574-8df2-fcd5f86dbbd3.png)


You are now ready to demonstrate building the Morf application.

### Demo

#### Word Template


1. Open the edited Grant Application (`GrantApplicationLMTemplate_Editted.docx`) in Microsoft Word
2. Open the Adobe Document Generation Word Add-In and Click continue without JSON
3. Create the following tags:
- Author
- Date
- Organization.name
- Organization.established
- Organization.contact

Insert `Author` and `Date` on the first page and `Organization.name`, `Organization.established`, and `Organization.contact` on the second page.
NOTE: it doesn’t matter what you name these fields. You could call them `foo` and `foo_bar` if you'd like. The JSON payload from Morf will still match the document.

![image](https://user-images.githubusercontent.com/17143489/179749841-3610332a-20e5-47ad-8259-e99afd040418.png)

3. Scroll to the bottom of the document and insert an Adobe Sign tag for Signer 1 with the field type: Signature

![image](https://user-images.githubusercontent.com/17143489/179749928-2733e833-d2f5-4205-a660-c064a9de3e41.png)

4. Save the word document
5. Tell the customer that for demo purposes the rest of the document has already been tagged. It is that simple you just need to put some fields in with double curly braces by hand or using the Word Add-In.
6. Put the Word file into a SharePoint folder.


#### Conversion to Morf

1. Go to https://editor.getmorf.io/ and click on `Convert`. Select the Word document you previously tagged.
2. Show the audience that the Word tags have been turned into form fields!
3. Edit the Morf form in the left hand pane to change the title and logo if you'd like
```
"head": {
"title": "Grant Application",
"logo": "https://tailwindui.com/img/logos/workflow-mark-indigo-600.svg"
}
```
4. *Optional:* Change the Organization Goals field’s type to textarea to make it a multiline field.
```
{
"type": "textarea",
"label": "Organization Goals", "bind": "Organization.Goals"
}
```

Show the customer that the changes happened in real time!

#### Power Automate

1. Edit the flow and copy the HTTP Post URL from the first step.


![image](https://user-images.githubusercontent.com/17143489/179752274-e9cb2724-33dd-41c0-9efb-cefb567f3851.png)


2. While you are here make sure the Sharepoint step is using the word document you stored there earlier.
3. Explain to the customer the steps in the flow

4. Go back to your Morf form and edit the `submit` value under `config`. Paste the URL from the Power Automate flow.
```
{
"config": {
"submit": "https://prod-18.canadacentral.logic.azure.com:443/workflows/abcd...",
"successUrl": "http://getmorf.io/",
}
}
```

#### Form Submission

1. Click the `Preview` button in the Morf Editor.
2. Now fill out the form. Fill out as much or as little as you'd like. Just be sure to enter an email address in the Organization email field. This will be picked up by the Power Automate Flow, and the document will be sent there for signature. Click Submit.

#### Signing

1. Open up the inbox of the email address you specified in the Morf Form. You should have an email from Adobe Sign waiting for you.
2. Open it up, show that the document is populated with the information captured in the Morf Form
3. Sign the document.


You are done! You just built an end to end application right in front of the customer’s eyes. How cool is that?

Have questions? Join us on [Slack](https://getmorf.slack.com/join/signup)!
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