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There are many paths to Rome.... frevvo suggests the following best practices for managing your tenants, projects, forms and workflows.

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frevvo On Premise Test/Staging Server Installations

Multiple frevvo server installations are the most flexible and best practice for maintaining a production environment. In this scenario, you may have a development server, a test/staging server and a production server. Or you may have only a development server also used for testing and a production server for deployed forms/workflows.

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Tip

The tenants in your development and production environments may have the same name although this is not required.

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On Premise Single Server Installations

We recommend that all in-house customers with a single server have two tenants: a development/test tenant and a production tenant. A separate development/test tenants is recommended for the following reasons:

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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.

Warning

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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