Page Comparison

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Wizards make it easier to configure what happens to the data when a user submits your form and what the users see after submitting the form. Configure Form Actions (what the user sees) and Document Actions (what happens to my data) on the associated tabs in the Settings wizard. 

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The wizards help guide you through the configuration process. Many of the wizards allow you to use form controls as templates to dynamically personalize what the user sees. See the section on Using Templates for full details. Hover over any field in the wizards for a helpful hint.

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Some designers want to show a logo or other image in the Form Action Message. You can do this using HTML. If your logo is stored on a static site, you can point the HTML img tags to that image. However, if you prefer you can store the image right within the frevvo form.

1. Add an image control to your form. You can uncheck the Visible and Printable properties if you do not want to display them to users in the actual form.
2. Upload your logo or another image.
3. Right-click the image control and select "Copy image address".
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4. Paste the image address into the HTML img tags, as in this example.

   Code Block
   Thanks for completing your Employee OnBoarding, and welcome to the team! <br/><br/><img src="https://app.frevvo.com/frevvo/web/tn/frevvodocs/u/e1dd0efb-f368-4e60-937a-fe08849485d5/app/_WtkW4A9KEeOGyY8morCUKA/formtype/_BuFnUJW0EeyG_9ERIIwC7A/asset/_ESA8oZW0EeyG_9ERIIwC7A_languageballoons.png" style="width:200px;height:100px;"/>

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5. When the user completes the form, the image will display in the Form Action Success Message.
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Show In

Both the display message wizard and the forward to web page wizard allow you to select where the message is displayed on the page using the "Show In" dropdown. There are three choices: Frame, Parent and Top. This tells the browser where to show the text (if you chose Display Message) or the new Web page (if you chose the Forward to Web Page).

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Workflows do not have a corresponding "Forward to PayPal to complete Payment" action. However, you can configure either the Workflow Action: Forward users to a webpage of your choice or a link control in an individual step to connect to PayPal from a workflow. 

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• Paypal business name: Paypal business name. Typically, this is the email address you use to sign in to Paypal.

• Payment amount: The payment amount.

• Payment Description: The payment description is what your users will see when paying.

• Currency Code: The currency code used in payment. Example: USD, CAD, INR

• Return URL: A user will be redirected to this page after payment is complete. If you leave this blank, users will be redirected to a standard platform URL. 

• Cancel URL: A user will be redirected to this page if payment is cancelledcanceled. If you leave this blank, users will be redirected to a standard platform URL.

• Custom Value: PayPal will return this custom value in the IPN as well as the acknowledgement acknowledgment email.

• Invoice Value: PayPal will return this invoice value (such as an Invoice Number) in the IPN as well as the acknowledgement acknowledgment email.

• Notification URL: A notification URL. If you enter a URL here, PayPal will notify you using Instant Payment Notification. Please see the PayPal documentation for details.

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Open the workflow properties, and select the Workflow Actions tab. Click the Forward Users to a webpage of your choice radio button. Add the URL (configured like this example) to the URL field. After submitting the last step is submitted, the user will be redirected to PayPal for payment processing.

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These wizards optionally allow you to customize what the user sees if an error occurs. You can either display a message or forward users to a web page of your choice. The wizards behave exactly like the corresponding Form Action wizards above. The Display message can be customized to display the actual error that occurred by adding the special {_frevvo_root_cause_msg} template to your message text. This is helpful for debugging, especially if your you are using frevvo Online.

Display Message if an error occurs

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The wizards help guide you through the configuration process. Many of the wizards allow you to use form controls as templates for dynamic behavior. See the section on UsingTemplatesinForm/Doc/ErrorActions1069258469 for full details. Hover over any field in the wizards for a helpful hint.

See DocURIWizards1069258469 below for details on using the wizards to configure doc URI settings. Please also refer to the processing submissions tutorial.

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The wizards help guide you through connecting your forms/workflows to various destinations. Many of the wizards allow you to use form controls as templates to dynamically configure wizard parameters. For example, you can dynamically set the email address to send the data to instead of hard coding an email address. See the section on Using Templates for full details.

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• View the submissions using the submission repository.
• SaveSubmissiontoGoogleSpreadsheet1069258469.
• Save submissions to your own database or other backend system using ManuallysetDocumentURIs1069258469
• Use the form action wizard to PostDatathenForwardtoWebPage1069258469

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When the form is submitted, frevvo POSTs the document set to the specified URI and ignores any returned XHTML or redirect. This option may be used for the additional processing of data. Use PostDatathenForwardtoWebPage1069258469 if you want to both submit data to your URI and forward to a web page or display returned XHTML.

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Set up the Save to Google wizard. Then use the AdditionalEmail1069258469 tab to configure the email to the IT department.

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An email notification is sent to all tenant administrators or the workflow administrator(s) (if configured) when a Form Action post, DOC URI or DOC Action fails and the submission does not reach it's intended destination. When the form/workflow is submitted, the user sees the message "Thank You! Your submission has been received." and then the appropriate admin is notified via email. The email is sent when the following Form/Doc actions are configured in a form/workflow:

• Form Action
  • PostDataandforwarduserstoyourwebpage1069258469
• Doc Action
  
  • SendtoGoogleDrive1069258469
  • SendtoFileSystem1069258469
  • SendtoSharePoint1069258469

  • ManuallysetdocumentURIs1069258469

This is not applicable to the email doc action since it is asynchronous and the notification would fail if the service were unavailable. Refer to each topic for more information.