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Properties NavigatorClicking the  Edit icon on the Flows Home page opens the workflow in the Flow Designer. The Properties Navigator panel displays in the lower-left portion of the Form Designer. This panel shows information about important properties setup for this flow step. Not all of the configured properties are shown in this view. Open the Flow Properties wizard by: - Clicking inside a section or clicking on the Edit Flow Properties icon in a section of the Properties Navigator. This immediately displays the property tab for editing.
- Clicking the Edit Form Properties icon in the Flow Designer toolbar
The Properties Tabs work the same way whether you open them from the Navigator or from the Flow Designer toolbar. Here is what you need to know: - If you are working on several tabs at one time, you can navigate to other tabs and make changes there. Use the left and right arrows at the top of the screen to display additional tabs. You must click the Submit button when you are finished configuring Step Properties to save your changes. Remember to save the workflow.
- will validate the Property Settings when you click Submit. If a property value is invalid, the tab(s) will not close and a message will display telling the designer that there are corrections to be made before saving. The screen will stay on the current tab if there is a validation error. Otherwise, another invalid tab will be auto selected (starting from left to right) if another tab needs attention. Tab labels with invalid entries display in red.
 - Clicking on the Cancel button closes the tab(s). You will be asked to confirm if any changes were made.
- Hover over any field on the Properties tabs to see a helpful hint providing information about the property. Some fields contain instructions to guide you.
- Clicking on the down arrow for a property shows an unfiltered list of choices applicable to that property. For some properties, you may see templatized controls from your flow and flow/special templates provided in .
- In some cases, you can type ahead to narrow down the list. Use the up/down arrows, the Enter key or click an option with your mouse to select an option. Use the Backspace, Delete or click the x on a selected property to delete it.
- Typing a opening curly brace into some fields, followed by the name of a control, show a list of the fields in your flow that match the entered text and will be added to the field as a control template.
- On some tabs, you may have to slide the toggle to the right to turn on a feature.
Each flow property setting is described below. |
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Users can go to their Task List to retrieve the task and they will be returned to the screen where they were when the browser was closed.
Let's say you have a screenflow with steps A > B> C and the user closes the browser at screen B. When the user performs the task from the Task List, the flow will open up at step B.
Here is a short synopsis of when the current location is saved. Consider a flow with the following steps/roles: Role1(A → B → C) → Role2(D) → Role3(E):
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If this checkbox is unchecked, tasks for the form or flow will not appear in Task History searches. If you want them to appear, make sure this box is checked. Checking or Un-checking it affects all tasks including ones that were created prior to the action.
Accessible
Live Forms can be used to build accessible forms/flows that meet Section 508 and WCAG 2.0 accessibility standards. Check the Accessible property to turn on this feature. Refer to the Accessibility documentation for the details.
Show Logo
This property is checked by default and causes the “powered by frevvo” logo to appear on your flow. Uncheck the checkbox to remove the logo from your flow.
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In a flow, controls are listed in the Available and Saved Lists using the control name. If you change the name of a control in a flow step, it will unset the saved field. The newly renamed control will now show on the Available list and the designer must move it to the Saved List again. |
Flow Actions
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Form Actions
The Form Action wizards help set up what the user sees when the form is submitted.
You can access the Form Action tab in three ways:
- Click the Image Added Edit Form Properties icon on the Forms Designer toolbar. This will launch the Forms Properties wizard. Click the Form Action tab.
- Click anywhere in the Access Control section in the Properties Navigator. This takes you directly to the Form Action tab tab.
- Click the Image Added inside the Messages section in the Properties Navigator. This takes you directly to the Form Action tab.
Success
The Form Actions available on the Success tab are:
Display Message when User Submits Form
Forward Users to a web page of your choice
Post Data and forward users to your web page
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Refer to Form and Doc Action Wizards for the details.
Error
The Form Action Wizards available to handle errors are:
- Display Message if an error occurs
- Forward users to an error page of your choice
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Refer to Form and Doc Action Wizards for the details.
Document Actions
The Document Action wizards help set up what happens to the data when the form is submitted.
You can access the Document Action tab in three ways:
- Click the Image Added Edit Form Properties icon on the Forms Designer toolbar. This will launch the Forms Properties wizard. Click the Document Action tab.
- Click anywhere in the Access Control section in the Properties Navigator. This takes you directly to the Document Action tab.
- Click the Image Added inside the Messages section in the Properties Navigator. This takes you directly to the Form Action tab.
The designer can choose to:
- Send Documents
- Send Data
- Send an Additional Email
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Send Documents
The Document Action wizards available on the Send Documents tab are:
- Do Nothing
- Send Email
- POST data to your web application
- Send to ImageSilo or PaperVision Enterprise
- Send to Google Drive
- Send to File System
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Send Data
The Document Action wizards available on the Send Data tab are:
- Do nothing
- Post Submissions to a Google Sheet
- Manually set document URIs
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Additional Email
This wizard allows you to send a second email when the form is submitted.
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Refer to Form and Doc Action Wizards for the details.
Styles
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| nopanel | true |
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