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Keep in mind that if you have shared your form via one of the link options and subsequently marked your form private, users will see an error message indicating that the "Access denied. Are you trying to access a private form / flow?".
Embedded Form/flows on Mobile Devices
The Embedded Form share link dynamically determines if it should embed an iframe for (desktop) or a link for (mobile). Using the Embedded Form share link on a mobile device, embeds a basic link in the page rather than an iframe, etc. The designer can customize it with Url parameters.
The relevant url parameters that may be appended to the share link are:
- linkId - id to be applied to the rendered anchor (<a>) tag. If none supplied the id will be a generated unique id.
- linkClass - a space delimited list of one or more classes to be applied to the rendered anchor (<a>) tag. This can be used by the third-party web page designer to style the tag/link.
- linkTitle - any title text to be applied to the rendered anchor (<a>) tag. This will be seen as a tooltip when hovering with the mouse. If not supplied, then the form name will be used.
- linkLabel - any text to be used as the link. If not supplied, then the form name will be used.
- linkTarget - if set then the form will be opened in a new tab/window. Can be any text and is the name of the target window.
- linkThumbnail - if set to 'true', then the form's thumbnail will shown as the link on the web page.
- imgWidth - if linkThumbnail=true, then the width of the thumbnail image. Any css units are acceptable.
- imgHeight - if linkThumbnail=true, then the height of the thumbnail image. Any css units are acceptable.
- showLink - provides a way for the designer to force the rendering of the link or the form in a frame. If true, always show as a link. If false, always show as a form in a frame. If not set, then the system will automatically show as a link if on a mobile device and as a form in a frame otherwise.
Locate a Form or Flow using the Share URL
The opaque URL can be used to determine the designer account where a form/flow is located. This "lookup" feature resolves the uuid to a user's id and can be very helpful when troubleshooting. The "lookup" feature is only available to tenant admins, users with the designer/publisher role or the designer/owner of the form/flow
The "lookup" feature works with:
- Type URLs - URLs that include formtype or flowtype in the path - Form/flow Share URLs
- URLs that include the form or flow id in the path
- Instance URLs - browse the Share URL and hit enter
In all cases, follow these steps:
- Browse the opaque Share or instance URL
- Remove everything in the URL after the formtype, flowtype, form or flow id path segments
- Append /lookup to the end of the URL
Example 1:
A user receives an email that includes an opaque URL to a form/flow as shown below. The user reports an issue with the form/flow and requests that the designer investigate. The designer must locate the account where the form/flow is located.
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Locate a Form or Flow using the Share URL
The opaque URL can be used to determine the designer account where a form/flow is located. This "lookup" feature resolves the uuid to a user's id and can be very helpful when troubleshooting. The "lookup" feature is only available to tenant admins, users with the designer/publisher role or the designer/owner of the form/flow
The "lookup" feature works with:
- Type URLs - URLs that include formtype or flowtype in the path - Form/flow Share URLs
- URLs that include the form or flow id in the path
- Instance URLs - browse the Share URL and hit enter
In all cases, follow these steps:
- Browse the opaque Share or instance URL
- Remove everything in the URL after the formtype, flowtype, form or flow id path segments
- Append /lookup to the end of the URL
Example 1:
A user receives an email that includes an opaque URL to a form/flow as shown below. The user reports an issue with the form/flow and requests that the designer investigate. The designer must locate the account where the form/flow is located.
| Code Block |
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https://staging-app-72.frevvo.com:443/frevvo/web/tn/mycompany/u/8aa27da6-4bef-427c-92e3-6ad8d58e506a/app/_A_tLgAM1EeefQNjpl4JKNQ/formtype/_dyBXIKatEeaTw5HxBZKTQA/popupform |
Paste the opaque URL into your browser. Remove popupform from the URL and replace it with lookup after the slash.
| Code Block |
|---|
https://staging-app-72.frevvo.com:443/frevvo/web/tn/mycompany/u/8aa27da6-4bef-427c-92e3-6ad8d58e506a/app/_A_tLgAM1EeefQNjpl4JKNQ/formtype/_dyBXIKatEeaTw5HxBZKTQA/lookup |
Press the Enter key. Login to the tenant (determined by the tenant name after the /tn in the URL) as an admin, designer or publisher user if presented with the login screen.
The following information about the form/flow display in the browser:
| Code Block |
|---|
Tenant: mycompany
User: designer
Application: HR
Form: Invoice |
Example 2:
A designer must make changes to a form/flow in their company space at the request of a co-worker. The requesting employee logs into the company space, selects the form/flow from the menu and copies the form/flow instance URL from the browser. An opaque URL such as the one shown below is emailed to the designer. The designer can't remember what user, app, form/flow name that opaque url maps to and uses the lookup feature to find the form/flow they need to fix/enhance.
| Code Block |
|---|
https://staging-app-72.frevvo.com/frevvo/web/tn/mycompany/u/8aa27da6-4bef-427c-92e3-6ad8d58e506a/space/mycompany?mi=12&_formTz=America%2FNew_York&locale=en_US,eng_US,eng,en |
Paste the opaque URL into your browser. Remove everything after the uuid. Replace it with lookup after the slash. Press the Enter key. Login to the tenant (determined by the tenant name after the /tn in the URL) as an admin, designer or publisher user if presented with the login screen.
| Code Block |
|---|
https://staging-app-72.frevvo.com:443/frevvo/web/tn/mycompany/u/8aa27da6-4bef-427c-92e3-6ad8d58e506a/app/_A_tLgAM1EeefQNjpl4JKNQ/formtype/_dyBXIKatEeaTw5HxBZKTQA/popupform |
...
lookup |
The uuid is converted to the user id of the designer who owns the space.
| Code Block |
|---|
https://staging-app-72.frevvo.com:443/frevvo/web/tn/mycompany/u/8aa27da6-4bef-427c-92e3-6ad8d58e506a/app/_A_tLgAM1EeefQNjpl4JKNQ/formtype/_dyBXIKatEeaTw5HxBZKTQA/lookup |
...
user/designer |
Login to the tenant (determined by the tenant name after the /tn in the URL) as an admin, designer or publisher user if presented with the login screen.
The following information about the form/flow display in the browser:
| Code Block |
|---|
Tenant: mycompany
User: designer
Application: HR
Form: Invoice |
Example 2:
A designer must make changes to a form/flow in their company space at the request of a co-worker. The requesting employee logs into the company space, selects the form/flow from the menu and copies the form/flow instance URL from the browser. An opaque URL such as the one shown below is emailed to the designer. The designer can't remember what user, app, form/flow name that opaque url maps to and uses the lookup feature to find the form/flow they need to fix/enhance.
...
as the specified user and edit the space menu to get the raw form/flow link. Remove everything after the formtype, flowtype, value in the opaque Raw Form/flow link. In the example shown, you would remove all characters starting with the question mark 
| Code Block |
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https://staging-app-72.frevvo.com:443/frevvo/web/tn/mycompany/u/8aa27da6-4bef-427c-92e3-6ad8d58e506a/app/_ngEekDxNEeWSMvnDVXXIRg/flowtype/_DxUxwZ8eEeScQa8_3O7FuQ?_method=post&embed=true |
Add /lookup to get the application and form/flow name
| Code Block |
|---|
https://staging-app-72.frevvo.com:443/frevvo/web/tn/mycompany/u/8aa27da6-4bef-427c-92e3-6ad8d58e506a/space/mycompany?mi=12&_formTz=America%2FNew_York&locale=en_US,eng_US,eng,en |
Paste the opaque URL into your browser. Remove everything after the uuid. Replace it with lookup after the slash. Press the Enter key. Login to the tenant (determined by the tenant name after the /tn in the URL) as an admin, designer or publisher user if presented with the login screen.
| Code Block |
|---|
https://staging-app-72.frevvo.com/frevvo/web/tn/mycompany/u/8aa27da6-4bef-427c-92e3-6ad8d58e506a/lookup |
The uuid is converted to the user id of the designer who owns the space.
| Code Block |
|---|
https://staging-app-72.frevvo.com/frevvo/web/tn/mycompany/user/designer |
Login to the tenant as the specified user and edit the space menu to get the raw form/flow link. Remove everything after the formtype, flowtype, value in the opaque Raw Form/flow link. In the example shown, you would remove all characters starting with the question mark
| Code Block |
|---|
https://staging-app-72.frevvo.com:443/frevvo/web/tn/mycompany/u/8aa27da6-4bef-427c-92e3-6ad8d58e506a/app/_ngEekDxNEeWSMvnDVXXIRg/flowtype/_DxUxwZ8eEeScQa8_3O7FuQ?_method=post&embed=true |
Add /lookup to get the application and form/flow name
| Code Block |
|---|
https://staging-app-72.frevvo.com:443/frevvo/web/tn/mycompany/u/8aa27da6-4bef-427c-92e3-6ad8d58e506a/app/_ngEekDxNEeWSMvnDVXXIRg/flowtype/_DxUxwZ8eEeScQa8_3O7FuQ/lookup |
The workflow named Example 3 - PO for Sales Review is located in the tenant mycompany, in the designer user account, in the application Purchase Order Completed.
| Code Block |
|---|
User: designer
Application: Purchase Order Completed
Flow: Example 3 - PO for Sales Review |
...
app/_ngEekDxNEeWSMvnDVXXIRg/flowtype/_DxUxwZ8eEeScQa8_3O7FuQ/lookup |
The workflow named Example 3 - PO for Sales Review is located in the tenant mycompany, in the designer user account, in the application Purchase Order Completed.
| Code Block |
|---|
User: designer
Application: Purchase Order Completed
Flow: Example 3 - PO for Sales Review |
Anonymous Access to Public Forms/Flows in Container Managed Tenants
If you are using a tenant configured for a container security manager and you want to allow anonymous access to your forms/flows, you must manually add "public" to the link to make forms/flows accessible to users who are not logged in. You must do this if you are using any of the url types in the Share dialog for forms and flows, using a Space or embedding forms/flows in your website. The public URL allows the tenant to be secured while public forms can be accessed anonymously, ex: a job application on an external website.
Here is an example of a public url used to access a form in a container security managed tenant. The form/flow visibility is set to public via the Access Control feature. Anonymous users will be able to access the form as the servlet container will ALLOW access to the frevvo.war and ' access control will ALLOW access to the form. Close/open your browser or copy/paste the public url into another browser when testing.
| Code Block |
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http://10.0.0.6:8082/frevvo/web/public/tn/ldcsm/user/nancy/app/_KOSm0eEAEeOF6Nc8pkcCvQ/formtype/_OeWt0OEAEeOF6Nc8pkcCvQ/popupform |
You will not see the public url listed in the Share light box.
If you are using a tenant configured for a a container security manager and you want to allow anonymous access to your forms/flows from your website, you must manually add "public" to the link to make forms/flows accessible to users who are not logged in. You must do this if you are using any of the url types in the Share dialog for forms and flows, using a Space or embedding forms/flows in your website. The public URL allows the tenant to be secured while public forms can be accessed anonymously, ex: a job application on an external website.
Here is an example of a public url used to access a form in a container security managed tenant. The form/flow visibility is set to public via the Access Control feature. Anonymous users will be able to access the form as the servlet container will ALLOW access to the frevvo.war and ' access control will ALLOW access to the form. Close/open your browser or copy/paste the public url into another browser when testing.
| Code Block |
|---|
http://10.0.0.6:8082/frevvo/web/public/tn/ldcsm/user/nancy/app/_KOSm0eEAEeOF6Nc8pkcCvQ/formtype/_OeWt0OEAEeOF6Nc8pkcCvQ/popupform |
You will not see the public url listed in the Share light box.
Browser Session Security
When you create a new form, by default it is marked as private. At this time the only person who can use the form via any of the form's share choices, is the person logged into this account. Once you are ready to let others use your form you can mark the form as public. Now anyone that is given the form's Url via any of the form's share choices, has access to use and submit the form.
Private vs public appear to be a binary choice. Either no one has access unless you're logged into the account or everyone has access without the need to login. Another way to make the form accessible is to leave the form locked and share it via browser session restricted access. The API can generate form Urls that are only valid for the current browser session. The form Url generated in this way (not via the Share choices) cannot be passed to anyone outside of the session as it will not work
- https://dev.frevvo.com/projects/Gauss/ticket/15853
Embedding Forms in Your Website
can easily be added into your existing web site. The option above in the Share section explain the code you need to copy into your web page and the different ways that the forms can be added to your site.
If your web server and form server are in the same domain (in-house likely scenario), you are able to embed as many forms into each of your .html web pages as you wish. In order to do this you must give each form a unique id. So if you copy the Share code into the web page a 2nd time, you must edit id to make them different from the 1st copy/paste. Id can be any string as long as it is unique.
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create a public URL.
Browser Session Security
When you create a new form, by default it is marked as private. At this time the only person who can use the form via any of the form's share choices, is the person logged into this account. Once you are ready to let others use your form you can mark the form as public. Now anyone that is given the form's Url via any of the form's share choices, has access to use and submit the form.
Private vs public appear to be a binary choice. Either no one has access unless you're logged into the account or everyone has access without the need to login. Another way to make the form accessible is to leave the form locked and share it via browser session restricted access. The API can generate form Urls that are only valid for the current browser session. The form Url generated in this way (not via the Share choices) cannot be passed to anyone outside of the session as it will not work
Embedding Forms in Your Website
can easily be added into your existing web site. The option above in the Share section explain the code you need to copy into your web page and the different ways that the forms can be added to your site.
If your web server and form server are in the same domain (in-house likely scenario), you are able to embed as many forms into each of your .html web pages as you wish. In order to do this you must give each form a unique id. So if you copy the Share code into the web page a 2nd time, you must edit id to make them different from the 1st copy/paste. Id can be any string as long as it is unique.
| Code Block |
|---|
<script xmlns=http://www.w3.org/1999/xhtml src="http://test.frevvo.com:80/frevvo/web/user/qaforms/app/_-PpqAeCSEdyckfEkZBXSmw/ formtype/_FUC50OCTEdyckfEkZBXSmw/embed?container=true&resize=true&id=form1" type="text/javascript" language="Javascript"></script> <script xmlns=http://www.w3.org/1999/xhtml src="http://test.frevvo.com:80/frevvo/web/user/qaforms/app/_-PpqAeCSEdyckfEkZBXSmw/ formtype/_FUC50OCTEdyckfEkZBXSmw/embed?container=true&resize=true&id=form1form2" type="text/javascript" language="Javascript"></script> <script xmlns=http://www.w3.org/1999/xhtml src="http://test.frevvo.com:80/frevvo/web/user/qaforms/app/_-PpqAeCSEdyckfEkZBXSmw/ formtype/_FUC50OCTEdyckfEkZBXSmw/embed?container=true&resize=true&id=form2" type="text/javascript" language="Javascript"></script> |
| Tip |
|---|
If you experience problems with your web page not resizing correctly to accommodate multiple embedded forms, try setting the height of the form manually. Open the form in the Forms Designer, click the Style tab in the Properties panel, and and type a value in pixels (for example, ''720px'', ''900px'', etc.) in the Height field to set the form height.</ |
Currently does not support the ability to embed multiple forms in a single .html web page iin a cross domain configuration. This is the SaaS scenario, where the is hosted on www.frevvo.com and your web site is on another domain. In this scenario you currently can only embed a single form into each of your .html web pages.
For this version, embedding the task list successfully into an HTML page requires setting its width. See URL Parameters for more details.
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| Tip |
|---|
If you experience problems with your web page not resizing correctly to accommodate multiple embedded forms, try setting the height of the form manually. Open the form in the Forms Designer, click the Style tab in the Properties panel, and and type a value in pixels (for example, ''720px'', ''900px'', etc.) in the Height field to set the form height.</ |
Currently does not support the ability to embed multiple forms in a single .html web page iin a cross domain configuration. This is the SaaS scenario, where the is hosted on www.frevvo.com and your web site is on another domain. In this scenario you currently can only embed a single form into each of your .html web pages.
For this version, embedding the task list successfully into an HTML page requires setting its width. See URL Parameters for more details.
Embedded Form/flows on Mobile Devices
The Embedded Form share link dynamically determines if it should embed an iframe for (desktop) or a link for (mobile). Using the Embedded Form share link on a mobile device, embeds a basic link in the page rather than an iframe, etc. The designer can customize it with Url parameters.
The relevant url parameters that may be appended to the share link are:
- linkId - id to be applied to the rendered anchor (<a>) tag. If none supplied the id will be a generated unique id.
- linkClass - a space delimited list of one or more classes to be applied to the rendered anchor (<a>) tag. This can be used by the third-party web page designer to style the tag/link.
- linkTitle - any title text to be applied to the rendered anchor (<a>) tag. This will be seen as a tooltip when hovering with the mouse. If not supplied, then the form name will be used.
- linkLabel - any text to be used as the link. If not supplied, then the form name will be used.
- linkTarget - if set then the form will be opened in a new tab/window. Can be any text and is the name of the target window.
- linkThumbnail - if set to 'true', then the form's thumbnail will shown as the link on the web page.
- imgWidth - if linkThumbnail=true, then the width of the thumbnail image. Any css units are acceptable.
- imgHeight - if linkThumbnail=true, then the height of the thumbnail image. Any css units are acceptable.
- showLink - provides a way for the designer to force the rendering of the link or the form in a frame. If true, always show as a link. If false, always show as a form in a frame. If not set, then the system will automatically show as a link if on a mobile device and as a form in a frame otherwise.