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The task list contains 4 icons for each task. You used two "perform" and "view task history" in the demo. The other two "lock" locks the task so only you can perform it later, and "modify task" lets you reset the task to a prior step. Lock is useful if the flow step is assigned to any doctor. Clicking the lock takes it off the doctor's group and reserves it for you. Modify is useful if you need the user who completed the prior step to make a change. The user will receive an email notification that the task is back on their task list.
HR Application
Vacation Request
The Vacation Request Form
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- Edit the vacation request form.
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- It has a Personal Information Section with a few controls.
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- It has an Approval Section that requires the Manager's signature.
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- Click on the Approval Section header. In the Properties panel to the left, select the Security Tab.
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- Notice that the Section has a role (Manager) and the Signature and Must Sign checkboxes are checked. This means that the Section is only visible if the user of the form has the Manager role. If the user does not have this role, the Section will be hidden. Further, if you are a Manager, the Section must be signed in order to submit the form.
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- Click Cancel in the Form Designer and on the forms page, click the Lock icon once (2nd icon from the right in the top row). This makes the form available to all authenticated users in the demo.com tenant.
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- Try the form by clicking the Test button.
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- Since the designer user does not have the Manager role, the Approval section is not visible. Notice that the hidden section does not have any impact on the user's ability to submit the form.
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- Click the Share button and in the dialog that pops up select the third option: Link (Email/Web page). Copy the URL from the text area on the left.
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- In a separate browser, enter this URL.
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- You should see an Access Denied login page.
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- Login as the manager with user name: manager@demo.com and password: manager.
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- See that the form comes up again but this time the Approval section is visible.
In this way, you can create forms that appear different to different users depending on their role.'''
The Vacation Request Workflow
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- Click on the Flows link in the left menu
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- There is a pre-created flow called Vacation Request.
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- Click the Edit button.
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- This workflow has two steps (called activities): one for the Employee and the other for the Manager.
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- Both activities use the same Vacation Request form we created earlier.
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- You can select either activity and click the Edit (pencil) icon. This will take you to the Form Designer and you can see the form. The only difference between the two forms is that their names have been changed to Employee and Manager respectively.
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- In the Flow Designer, select the first activity.
- ##In the Properties panel on the left, notice that the Employee role has been selected. This means that this step in the workflow can only be performed by a user with the Employee role.
- ##Also, note that the Button Label property is set to "Request Vacation".
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- Select the second activity.
- ##The Manager role has been selected implying that this step can only be performed by a user with the Manager role.
- ## The Task Info is set to the string "Vacation Request for {LastName}". This is how Tasks can be identified in the manager's task list.
- ## The Display Msg is set to the string "Your request has been sent to your manager for approval." This is the message displayed to the employee when the vacation request is forwarded to his/her manager.
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- Click the Cancel button.
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- Notice that in the flows page, the flow access control is already set to "Public in Tenant" (2nd icon from the right in the top row). This means that users must be authenticated in the demo.com tenant in order to use the workflow.
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- Click the Test button.
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- The designer user does not have the Employee or Manager roles so you will get an error message.
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- Click the Share button and in the dialog that pops up select the second option: Link (Email/Web page). Copy the URL from the text area on the left.
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- Logout from the designer user account.
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- Go to the URL copied above in your browser.
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- In the Login dialog, enter the employee user's credentials. User name: employee@demo.com password: employee.
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- The first form in the workflow is displayed. Since the employee user is not a Manager the approval section is not displayed.
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- Enter some data and click the "Request Vacation" button. Note that the button label matches the settings above.
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- The workflow is now sent to the Manager inbox. Note that the display message matches the settings above.
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- In a separate browser login as the manager (you may already be logged in if you tried the Vacation Request Form in the previous section).
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- This time, the Tasks section shows that there are pending Vacation Request tasks.
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- Expand the Vacation Request task and you will see the pending request. Note that the task is labeled according to the settings above.
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- You can view the history (audit trail) for the workflow by clicking the History button (the right most button).
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- You can perform the task by clicking the Perform this Task button (the left most button).
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- The second (Manager) step is displayed and the Manager must sign the section before the workflow can be submitted.
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Education
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Transcript/Diploma Request
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This demo Workflow is initiated by a student requesting copies of either transcripts or diplomas. The form can be accessed by anyone on the internet and is submitted via a frevvo workflow to the Registrar's task list (role Manager).
See this [http://screencast.com/t/UK3q3wwRsh video demo] showing how video demo showing how the Transcript/Diploma Request form works.
Steps to run this demo:#
- Login to the designer account in your tenant
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- Edit the application named "Education"
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- Click the "Flows" tab to find this workflow
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- Click the Share button for the "Transcript/Diploma Request" flow and in the dialog that pops up select the second option: Link (Email/Web page). Copy the URL from the text area on the left.
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- Logout from the designer user account.
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- Go to the URL copied above in your browser.
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- The form can be filled by an anonymous user so you will not be prompted to login to use the form. Since the anonymous user does not have the role Manager, the Registrar Use Only section is not displayed.
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- See the "Instructions" section for tips some of the behaviors in this form such as SSN validation.
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- Fill all required fields and click "Send to Registrar"
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- The workflow is now sent to the registrar's inbox. Note the display message.
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- Login as jerry in your tenant
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- This time, the Tasks section shows that there are pending Transcript/Diploma Requests.
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- Open the new task for Transcript/Diploma Request.
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- You can view the history (audit trail) for the workflow by clicking the History button (the right most button).
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- You can perform the task by clicking the Perform this Task button (the left most button).
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- Perform the task
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- Notice the Registrar Use Only section is now visible.
When the request is completed by the Registrar you will receive an email (make sure your email address was entered into the form's Registrar Email Address field) with a pdf attachment of the completed form.===
For Demos (Passport...)
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The Passport demo is a good example of how a frevvo Live Forms workflow can be embedded in a web site. Use this Url to access the embedded passport flow: http://demo4.frevvo.com/demo/passport/
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If you click back to update a prior step you will step through each subsequent step until you are back at the summary step. The summary step contains the submit button to complete the passport and send it for processing. This demo flow does not send the passport anywhere.===
DB Connector Tutorial
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The DB Connector Tutorial application contains forms that read/write from a mySQL database. The frevvo form is connected to your database via a the freely available frevvo database connector.
The database connector maps between HTTP requests issued from frevvo forms to SQL queries executed against your database. The connector enables you to use the database of your choice to save and load your form data. You can create a new database or you can automatically generate forms that connect to your existing database tables to save and load data.
The [[Database_Connector_Tutorial_V2.0 | Database Tutorial]] takes takes you step by step through the process of creating all the forms in the DB Connector Tutorial application in your demo account. A SE familiar with SQL syntax can work through the tutorial in about 1.5 hrs.===
PVE
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This application contains two forms. The first form named '''Uniform Residential Loan Application''' is a frevvo form is a built from this real [https://www.efanniemae.com/sf/formsdocs/forms/1003.jsp Freddie Mac form 1003.pdf]. This form is a large form that contains interesting business logic and layout that makes the eform better and easier to use then the original pdf form. Expand the Help section at the top of the form for demo instructions.
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