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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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Usually it is safe to:

  • Move controls (except for moving controls in tointo/out of sections, tables and repeats)
  • Change control, form or workflow style properties.
  • Change control Labels and selection control option Labels
  • Edit Messages, email subjects and email messages (such as for task notifications and doc actions.)

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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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