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Properties Navigator

Clicking 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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Refer to this feature announcement for more information. 

This property

 

Decorated

 

Decorated 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.

 

 

Show in History

If this checkbox is unchecked, tasks for the form or flow will not appear when you create a new flow. If  you uncheck Decorated at the flow level, newly added controls in the forms of your flow will not have a decorator. Controls in the forms that already have decorators will retain them. The designer can select a decorator for each of the steps in a flow that will display on the navigation bar.

 

Force Auth

 

If this is checked and the  tenant supports SSO (single sign on) such as the LDAP Security Manager enabled tenants, then the  authentication mechanism will be in effect even when a user is already authenticated via SSO.

For example, if you leave force auth unchecked and your form is public in tenant, and you are already authenticated via SSO you will not have to login directly to  to use the form.  If instead you check force auth  will force you to login directly even though you are already authenticated via SSO.

See Working with LDAP and Single Sign On for more details.

This property is currently ineffective for tenants with the default delegating security manager. However the delegating security manager may support SSO in the future.

 

Show in History

 

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.  

 

Force Auth

See Force Auth described in designing forms.

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.

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Decorated This property is checked by default when you create a new flow. If  you uncheck Decorated at the flow level, newly added controls in the forms of your flow will not have a decorator. Controls in the forms that already have decorators will retain them. The designer can select a decorator for each of the steps in a flow that will display on the navigation bar. and causes the “powered by frevvo” logo to appear on your flow. Uncheck the checkbox to remove the logo from your flow.

Access Control

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Access Control and Shared Items
Access Control and Shared Items
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