The Guided Designer Settings mode displays the Properties Wizard, where you can configure form/workflow settings, the user experience, and what happens to submissions and data. Form and Workflow Settings are very similar, but some tab names will reflect either "form" or "workflow" respectively. Additional property differences are outlined in the sections below.
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- If you are working on several tabs at one time, you can navigate to other tabs and make changes there. Your changes are temporarily saved while you switch between forms, or even between the Settings tab and other Guided Designer modes (Workflow, Form(s), Rules, PDF Mapping). Click Save
to permanent save your changes.
- will validate the Property Settings when you select a different Guided Designer mode or use any of the Save options (Save, Save and close, Save and test). If a property value is invalid, the tab(s) will not close and a message will display telling the designer that there are corrections to be made before saving. CLOSE returns you to the current tab if there is a validation error. Otherwise, another invalid tab will be auto selected (starting from left to right) if another tab needs attention. Tab labels with invalid entries display in red. DISCARD & CLOSE dismisses your changes and returns you to the current tab. You can now navigate elsewhere.
- Hover over any field on the Properties tabs to see a helpful hint providing information about the property. Some fields contain instructions to guide you.
- Clicking on the
down arrow for a property shows an unfiltered list of choices applicable to that property. For some properties, you may see templatized controls from your workflow and workflow/special templates provided in . In some cases, you can type ahead to narrow down the list. Use the up/down arrows, the Enter key or click an option with your mouse to select an option. Use the Backspace, Delete or click the x on a selected property to delete it. - Typing a opening curly brace into some fields, followed by the name of a control, show a list of the fields in your workflow that match the entered text and will be added to the field as a control template.
- On some tabs, you may have to slide the
toggle to the right to turn on a feature.
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This property works in conjunction with the Tracking ID and was intended to make it easier to read the long URL's when trying to determine which form/workflow is being tracked using Gloogle Analytics. Full functionality will be available in a future release. Please contact Customer Support for the latest information on this feature. Tracking Url is not available for workflows at this time.
Save/Load
This feature displays a Save button at the bottom allows logged in users to save a form or workflow step to their task list, so that they can work on it later. The Save button is displayed at the top of your form, or on the bottom of each step in your workflow (see workflow details below). . To remove the Save button, uncheck the Save/Load property.
This feature is useful for lengthy forms/steps where your users may not have all the information required to complete the form in a single session. When the user clicks the Save button, a saves a copy of the form with all the current values is saved on the form the form server. Later the user can re-open the form/Saved workflows can contain invalid data and can also contain required fields with no values yet entered.
After saving, the user can perform the form/step from their task list. See Perform a task for more information. The form will populate the fields with the saved values. Any missing and invalid values . You are again flagged, and the workflow cannot be continued/finished until corrections are made to those fields. You can save your partially filled in forms as many times as you want. If you don’t want users to be able to save partially completed workflows and continue them later, uncheck the checkbox so users will not see this button.
If you are not authenticated, clicking the Save button will display an authentication dialog that requires you to login. See documentation on using forms for more details.
Saved workflows can be monitored in the Submissions Repository. Saved workflows can contain invalid data and can also contain required fields with no values yet entered. When such a workflow is re-loaded the missing and invalid values are again flagged as such by , and the workflow cannot be continued/finished until corrections are made to those fields.
Refer to the Save and Load feature for full details.
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Saved workflows can be monitored in the Submissions Repository. Users with access to the Audit Trail can also see the Save history for any workflow instance.
Designers may find it helpful to set meaningful History Messages on each step of a workflow to help interpret the audit trail.
Save/Load Authentication
The Save button will only display and function for users who are logged into frevvo. If the Access Control is set to Authenticated Users (login required), Designer/Owner only, or Custom, users will be required to login in order to access the form, and then they will see the Save button. When the form/workflow Access Control for 'Who can start the form/workflow?' is set to Anyone (Login not required), the behavior is slightly different for Forms and Workflows.
- Forms
- If a user is not logged in, they will see the Save button at the top. If they click it, they will be prompted to login.
- If a user is logged in, they will see the Save button at the top of the form. Clicking it will display a "Save Successful" message.
- Workflows
- If a user is not logged in, they will not see the Save button at all.
- If a user is logged in, they will see the Save button at the bottom of the step. Clicking it will display a "Save Successful" message.
- The Save button does not display for workflow steps that are assigned to an email address.
Save/Load For Workflows
To display the Save button on a workflow step, both the Save/Load property (in Workflow Settings) and the Saved to the Task List property (in Workflow Step properties) must be checked. The Workflow Step Property, Saved to the Task List, is is checked by default on newly added steps, so checking Save/Load at the workflow level will display the Save button for all of your steps. You can then disable Saved to the Task List on steps that should not have a Save button.
The Save button label can be customized for each step in your workflow on the Settings tab of the Edit Step Properties wizard. For example, you can change the button text to 'Save for Later' to help clarify the function of the Save/Load feature to your users. Currently the Save the Save button label for label for forms cannot be customized like it can for workflows. The ability to change this may be available in a future release.
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The Fast Finish button on an iPhone or iPad is accessed via a dynamic action menu that is activated by the right-most button in the top button bar. The action menu drops down below the button and floats above the form. If Fast Finish is not selected for the workflow or on the current step, then the action button and menu are not present at all.
Captcha
(Form Settings only)
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