| Section | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
...
frevvo In-house Test/Staging Server Installations
Multiple Live Forms 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/flows.
...
| Tip |
|---|
The tenants in your development and production environments may have the same name although this is not required. |
...
frevvo In-house 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:
...
| Info |
|---|
When a production flow that has pending tasks associated with it is edited and replaced with an updated version, pending tasks will contain the changes the next time they are "performed" from the task list. For example, let's say you
When you edit a flow and change business rule or add/remove fields, all the pending tasks pick up the latest version of the flow. Pending tasks for a form/flow that integrates with a Google sheet reflects any changes made to the Google sheet while the tasks are in-flight. When uploading a form/flow with the same ID as an existing form/flow, without checking Replace, a copy will be created and the designer will see an error message: "The form/flow that was uploaded matches the id of one that already existed so a copy was made. If you intended to replace the existing form/flow, delete the form/flow you just uploaded and upload it again but check off the ‘Replace’ option." When uploading a form/flow with Replace checked that is currently being edited by another user, the designer will see this error message: "This form/flow is currently being edited by <user@tenant>. Please try again later." |
Form/Flow designer edit ACL
The Access Control feature in allows the designer to assign other users permission to make changes to forms and flows.
| Warning |
|---|
The ability to edit a Form/Flow should not be given to other users if the form/flow 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
...
- The only way to guarantee the same behavior for both tenants is to configure both with the same security manager.
- Each tenant should point to it’s own instance of your security manager.
- For example if you are using LDAP, a development LDAP domain with a set of LDAP groups that are EXACTLY the same as your production LDAP domain is suggested. This way flows can be moved from your development tenant to your production tenant and workflow navigation w/roles is guaranteed to work correctly.
- The generic production user account (ex: "production") must be created in your IDP (LDAP, Azure, SAML).
...