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Post Data and forward users to your web page

After the user submits the form, the browser will POST the user’s data to the URL you specify in the wizard’s URL field and display whatever is returned—the next page to display.

Fill in the Post Submission to your Application wizard with the following information:

• Enter the URL to the application where you want to post data:
  • Your URL field must include the http:// prefix (e.g., http://myhost.com/services/processPayment). The project can have a Form Action Base URL which you set in the project properties. For example, you can have http://myhost.com/services/ in the project baseURL and simply “processPayment” in the Form Action URL field.
  • The URL can also include control templates. This can be useful when you wish to specify a production versus a test server. For example: http://{serverURL}/services/processPayment/{customerId}. Using this form URL, you can specify serverURL using &_data=(serverURL:'testhost'). This makes switching from a test server to a production server a matter of setting the form URL parameter "serverURL" rather than editing the form itself. See Initializing Forms with Data for more details on _data usage.
  • You can use a form field template in the URL field. The encode=false template parameter is important to avoid mangling the URL. See Templatized String Parameters for details.
• Send the data as a PDF attachment or other image type using the Send Snapshot dropdown. The image type options are PDF, PNG or JPG.  Select the blank option from the dropdown to exclude this attachment in the submission.
• Attach an XML data document using the Data checkbox. This checkbox is checked by default. Uncheck it to exclude the XML data document in the submission.
• Attachments uploaded to your form/workflow are included if the Attachments checkbox is checked. This checkbox is checked by default. Uncheck it to exclude attachments in the submission.

• If you have Pixel Perfect mapped PDFs (ex: W-4, I-9 etc…) associated with your forms/workflows, choose  the action you want to take from the Send Generated PDF Forms control:
  • Check All to send all the mapped PDFs. This is the default value.
  • Check None to send none of the mapped PDFs
  • Check Select to display a list of all the mapped PDFs associated with your form/workflow. Click the ones you want to be part of the submission. Click again to deselect.

• POST responses must be displayed in the frevvo form frame.

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Forward to another Form

You can forward the user from one  form to another by specifying the raw URL of the second form in one of the Form Action wizards in the first form. When the user clicks Submit on the first form, you can choose to:

• Display the second form with data passed from the first form - use the Post data and forward users to your web page wizard.
• Display the next form without the data - use the Forward users to a web page of your choice wizard.

Suppose you have two forms in your project. One named ''formA'' and the other named ''formB''. When the user clicks the submit button on formA you want them to see formB next.

1. Edit formA
2. Select the Settings mode.
3. Select the Form Actions tab.
4. Select the Forward users to a web page of your choice
5. Enter the raw form URL for formB in the URL property field.
6. Click Submit then save the form.
7. Browse the URL for formA, click Submit. formB displays.

The raw form link URL can be found by clicking Image AddedShare for formB on the Forms and Workflows Home Page.

Here is an example of a formB's raw form URL:

https://<your server>:<your port>/frevvo/web/tn/<your tenant name>/u/60b97620-6e5b-4d97-a93e-6b81e803a671/app/_mzwYwGMrEeeemceeobqUCg/formtype/_6NZG8GMrEeeemceeobqUCg?_method=post&embed=true

For portability, we recommend you use relative URLs such as:

//frevvo/web/tn/<your tenant name>/user/app/_uJKtwbesEduG2Me8fheS4Q/formtype/_18go4Lx7EduG2Me8fheS4Q?_method=POST&embed=true

Post Data and forward users to your web page

After the user submits the form, the browser will POST the user’s data to the URL you specify in the wizard’s URL field and display whatever is returned—the next page to display.

Fill in the Post Submission to your Application wizard with the following information:

• Enter the URL to the application where you want to post data:
  • Your URL field must include the http:// prefix (e.g., http://myhost.com/services/processPayment). The project can have a Form Action Base URL which you set in the project properties. For example, you can have http://myhost.com/services/ in the project baseURL and simply “processPayment” in the Form Action URL field.
  • The URL can also include control templates. This can be useful when you wish to specify a production versus a test server. For example: http://{serverURL}/services/processPayment/{customerId}. Using this form URL, you can specify serverURL using &_data=(serverURL:'testhost'). This makes switching from a test server to a production server a matter of setting the form URL parameter "serverURL" rather than editing the form itself. See Initializing Forms with Data for more details on _data usage.
  • You can use a form field template in the URL field. The encode=false template parameter is important to avoid mangling the URL. See Templatized String Parameters for details.
• Send the data as a PDF attachment or other image type using the Send Snapshot dropdown. The image type options are PDF, PNG or JPG.  Select the blank option from the dropdown to exclude this attachment in the submission.
• Attach an XML data document using the Data checkbox. This checkbox is checked by default. Uncheck it to exclude the XML data document in the submission.
• Attachments uploaded to your form/workflow are included if the Attachments checkbox is checked. This checkbox is checked by default. Uncheck it to exclude attachments in the submission.

• If you have Pixel Perfect mapped PDFs (ex: W-4, I-9 etc…) associated with your forms/workflows, choose  the action you want to take from the Send Generated PDF Forms control:
  • Check All to send all the mapped PDFs. This is the default value.
  • Check None to send none of the mapped PDFs
  • Check Select to display a list of all the mapped PDFs associated with your form/workflow. Click the ones you want to be part of the submission. Click again to deselect.

• POST responses must be displayed in the frevvo form frame.

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Passing Data from One Form to Another

If formA and formB both contain the same data source, and the Form Action in form A is set to '''Post''' to the raw form Url of form B, then form B's fields from schema will be initialized with the values entered into form 1. Follow these steps:

1. Create formA and formB from the same schema.
2. Edit formA
3. Select the Settings mode.
4. Select the Form Actions tab.
5. Select the Post data and forward users to your web page wizard.

6. Enter the raw form link for formB in the URL property of the wizard. Here is an example of the raw link share URL

   Code Block
   http://<your server>:<your port>/frevvo/web/tn/<your tenant name>/user/max/app/_mzwYwGMrEeeemceeobqUCg/formtype/_6NZG8GMrEeeemceeobqUCg?_method=post&embed=true

   Remember, you can use a relative URL if you are concerned with portability.
   
   

   Code Block
   //frevvo/web/tn/<your tenant name>/user/max/app/_mzwYwGMrEeeemceeobqUCg/formtype/_6NZG8GMrEeeemceeobqUCg?_method=post&embed=true

7. Test formA by filling in the fields and clicking Submit. formB displays with the fields populated with the data in formA.

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Using Templates

Fields in form B can also be initialized with data from form A using Url Parameters. Imagine form A contains a from palette text control labeled 'Customer Name' with Name property set to 'custName'. And form B has a palette text control labeled 'Full Name' with Name property set to 'fname'. Using either Form Action Forward to Webpage or Post with the URL set to that of Form B, append &_data=(fname:'{custName}') and when form B loads it's 'Full Name' field will be set to the value entered into form A's 'Customer Name' field.

See initializing via _data Url Parameters in the Initializing Forms with Data section for more details on using _data.

Forward to Paypal to complete payment

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Send to Google Drive

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The Save to Filesystem wizard is used to connect forms/workflows to the frevvo Filesystem Connector. The connector saves submissions in a specified location and can be configured to create metadata files for importing your submissions into a document Management system.

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Connecting your forms/workflows to your SharePoint site is easy with the Save to SharePoint wizard. Your tenant must be configured for SharePoint in order for this wizard to display.

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You can connect for forms/workflows to a -provided connector that your admin has configured in the Manage Connectors page using the Send to External System doc action. At this time, the Docuware Connector is the only connector available in this dialogue.

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After the user submits the form, the data will be written into a new row in the Google spreadsheet. This wizards steps you through the process of logging into your google account and locating the spreadsheet you where you want to save the submissions.

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Manually set document URIs

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