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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After saving, the user can perform the form/step from their task list. The form will populate the fields with the saved values. Any missing and invalid values 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.
Saved workflows can be monitored in Users who have access to the Submissions Repository will see forms/workflows in the SAVED status in the submissions table. Users with access to the Audit Trail can also see the Save history for any workflow instanceuse it to see which user saved the form/workflow and when.
Designers may find it helpful to set meaningful History Messages on each step of a workflow to help interpret the audit trailAudit 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 WorkflowsWhen Save/Load is checked, there are slight differences in the way forms and workflows display the submit button to users.
- Forms
- If a user is not logged in, they will see the Save button at the top of the form. 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.
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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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