The following table outlines what types of features and development work are feasible using Betty Blocks along with an estimate of their relative complexity, expertise needed, and development time. As presented below, Betty Blocks is ideal for developing applications of low-medium complexity.
If it seems like this tool will meet the needs of your development project, or you are unsure or have questions about tool capabilities please fill out the customer support form.
If this tool does not meet your needs, we recommend that your fill out the University IT Project Intake form.
Expertise: These features would require some IT/tech-savvy experience in data collection/modeling, permissions, data and process flow, and form and field manipulation.
Time: These features would require one to several hours per feature.
- Gather form data
- Store form data
- Secure/NetID login
- Display public data without a required login
- Collect qualitative and quantitative data
- Upload images
- Upload documents
- Customize help text in-form
- Customize form text
- Conditionally make fields required/perform validation based on prior criteria
Expertise: These features would require IT experience needed in data modeling, bridging data, API specifications and set-up, SSO/permissions, condition logic.
Time: These features would require multiple hours to days per feature.
- Import/use live campus data via API
- Export form data to another campus database via API
- Automatic email notifications based on triggers
- Create data models and own data
- Auto-fill text into fields based on certain conditions
- Designate different user types/roles with different permissions
- Filter dropdown lists based on other fields
- Display data in tabular manner and export via csv
- Conditionally show/hide fields based on selections made prior
- Generate pdfs from data captured
- Multi-part (page/tabs/steps) forms
Expertise: These features would require IT Developer-level of expertise.
Time: These features would require a week for set-up and testing per feature.
- Static approval workflows
- Video and help pdfs embedded
- Embed application pages on a UW WordPress website
Expertise: These features would require a Service Team IT developer.
Time: These features would require week(s) for set-up and testing per feature or data source.
- Connectivity to Salesforce
- Connectivity to Tableau
- Connectivity to other data sources (especially non-API)
- Dynamic approval workflows
These features are not possible to create within a Betty Blocks application at this time:
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Custom CSS (stylesheets) inserted directly
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Visualize data in graphs, charts, etc.
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Export data into designed reports
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Allow a single user to have multiple roles
The following list provides details, examples and definitions of the features listed above.
Low complexity:
- Gather form data – intake request form, approval form, incident form
- Store form data – data entered and captured on a form stored in Betty Blocks
- Secure/NetID login – UW NetID needed to log into application
- Display public data without a required login – ability to build applications that display only public information with no login required for users
- Collect quantitative and qualitative data – quantitative data = number, price, checkbox; qualitative data = long text
- Upload images – select allowable file extensions e.g. png, gif
- Upload documents – select allowable file extensions e.g. doc, txt
- Customize help text in-form – add help text by fields or validation messages
- Customize form text – change data field labels, button labels, text on form
- Conditionally make fields required/perform validation based on prior criteria – value selected in field above causes a field below to be required
Medium complexity:
- Import/use live campus data via API – consult service team and KnowledgeBase articles for accessing CAOS API, Person API, etc.
- Export form data to another campus database via API – consult service team and KnowledgeBase articles for approvals and how-to
- Automatic email notifications based on triggers – e.g. upon submitting a form, send an email to reviewer
- Create data models and own data – create data many-to-many data relationships; responsible data stewardship of the data captured and stored
- Auto-fill text into fields based on certain conditions – e.g. a WI county selected and extension main office address filled in
- Different user types/different permissions – e.g. student user types see certain pages and fill in certain data, administrative staff see other pages of all current student data
- Filter dropdown lists based on other fields – e.g. a WI county selected and list of cities within county appear in next field’s dropdown list
- Display in tabular manner data in tabular manner and export via csv – e.g. data displayed in multiple rows and columns with a button to export to csv file format
- Conditionally show/hide fields – value selected in field above causes a field below to be seen or hidden
- Generate pdfs from data captured – create a form of the desired layout with data to display, add a pdf button to export
- Multi-part (page/tabs/steps) forms – forms with multiple sections broken out into different tabs/pages/steps
High complexity:
- Static approval workflows – e.g. a filled out form always gets sent to the user’s immediate supervisor
- Video and help pdfs embedded – e.g. before filling out a field, the user clicks on a help video that opens in a new tab
- Embed application pages on a UW WordPress website – e.g. data collected in a BB application is formatted and displayed in a certain way which then appears in that same format on a different website’s page
Service Team assistance required:
- Connectivity to Salesforce – data exchange between Salesforce CRM and a BB application
- Connectivity to Tableau – data sent to Tableau for Tableau dashboard, chart
- Connectivity to other data sources (especially non-API) – data pulled or sent to something other than CAOS API, Person API, like a standards registry
- Dynamic approval workflows – e.g. depending on dollar amount or other criteria, the form needs approval by different supervisors/stakeholders
Not capable:
- Custom CCS inserted – e.g. each application’s style is set, no import of stylesheet allowed
- Visualize data in graphs, charts, etc. – recommend exporting to Tableau or csv/excel to visualize
- Export data into designed reports – only the data can be exported, the format in which the data should appear can’t be exported
- Allow a single user to have multiple roles – Per UW’s SSO set-up , only one roll will be used per user. If you were using standard BB authentication, and a user was given multiple roles, their access would be at the least privileged role.