There are many paths to Rome.... frevvo suggests the following best practices for managing your tenants, projects, forms and workflows.
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Publishing Forms/Workflows from Development to Production
We recommend that the forms/workflows be created & tested by one/multiple designers in their own accounts. After the forms are designed/tested, they can be downloaded from the individual designer user accounts and uploaded to a generic production user account (ex: “production@<your tenant>" where the forms can be published and used by your end users.
We recommend using a generic production user account to publish projects/forms/workflows into production 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.
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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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