It’s a sad fact that hundreds of thousands of people die every year in the UK, and the relatives of the deceased are left to sort out their estate, disburse legacies and pay inheritance tax. This has largely been a complex affair involving much paperwork, visits to solicitors and probate offices.
Prob8 is a new website, built in modx, designed to make the process easier by moving the application process online and by providing a system for reviewing the progress of the application and financial settlements.
In practice this has been the most complex website I’ve attempted to build in modx by a considerable margin
The requirements included a multi-stage application forms with branching logic, multiple clonable form regions within collapsible fieldset regions (accordion), instant form save (via ajax), with data serialised and stored in the db and retrieved to repopulate the form. There are three levels of webuser access allowing clients, lawyers and admins access to their own views on a custom built administrative interface that allows applications to be managed, assigned, reviewed and downloaded, tied to a notifications system that alerts relevant parties to progress updates; and, for the admin, full user management of lawyers and clients. An idea of the what the client view looks like can be viewed by viewing the
tour.
The user registration handling is down to a webloginpe (albeit I rewrote a lot of the class and hardened it), and the form handling makes use of eform and its events (no hacking of eform was required I’m pleased to say).
There were various reasons for using modx on this project (rather than a framework which would have been my usual choice), but as it turns out it the flexibility of modx and particularly snippets such as eform made the whole thing a lot more straightforward than I feared.
I invite you to try out the system (we’re still testing it so it’s not properly launched yet), just please add ’TEST’ to one of the address fields on registration so that we can delete later.
Cheers
Mark
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Very impressive registration setup. and very cool probate process following...the progress bar is easy to understand, very well thought up.
