There are many paths to Rome.... frevvo suggests the following best practices for managing your tenants, projects, forms and workflows.
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In some cases when you need to make major, or potentially breaking, changes to a form/workflow, you might choose to simply duplicate the form/workflow, start using the copy with the changes implemented and stop using the original/old form. When you do this, the old and new forms/workflows are completely separate - they will have separate submissions repositories, and you will need to update embedding, share links and/or spaces portals where users access the form/workflow. However, you will not have to use either of the above methods so the development-to-production process is far simpler. This is a good option if you already save all submissions to a google sheet, google drive, database or filesystem instead of using the frevvo submissions repository, or if you don't mind looking in different submissions repositories before/after your new production date (perhaps for a form that changes year-to-year).
One example is a customer who had a production workflow but wanted to update it to use the frevvo Database Connector. Instead of updating the production workflow, they duplicated it and made the changes on the copy. Then, on the original workflow they restricted the Who Can Start the Workflow to designer/owner only, and updated their Space portal links with the new workflow. Those users who were still in progress on the old flow were still able to perform their tasks and never knew there was a difference, while any new users started on the new workflow.
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You may edit submissions that were submitted with the old anonymous email step after updating the workflow to use the new email assignment step.
Form/Workflow designer edit ACL
The Access Control feature in allows the designer to assign other users permission to make changes to forms and workflows.
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The ability to edit a form/workflow should not be given to other users if the form/workflow is in production. Giving this permission would enable those users to edit your production forms directly thereby subverting the best practices described in this guide. |
Multi-Tenant Scenario
Development Tenant
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