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Your demo tenant is pre-configured with several demo applications. These applications can be seen by logging into your demo tenant as user designer@<your tenant id>. (See adding pre-built demos to other user accounts).

1. HR - Human Resource approval forms/flows
2. Education - forms/flow for student registration and course evaluationSample Hospital - Patient Referral flow from Nurse to Doctor to ImageSilo.
3. For Demos (Passport...) - US Passport renewal flow and simple demo forms.
4. Sample Hospital - Patient Referral flow from Nurse to Doctor to ImageSilo
5. DB Connector Education - forms/flow for student registration and course evaluation.
6. Case Studies - FEMA forms, voter registration, health care referral, asset registration, etc...
7. PVE - See the PaperVision / ImageSilo video tutorials.
8. DB Connector Tutorial - Forms that read/write from a mySql database
9. PVE - See the PaperVision / ImageSilo video tutorials
10. Additional Demo Forms - A form translated into several languages

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1. HR - Human Resource approval forms/flows: Employee On Boarding, PTO, Expense Report, Time Sheet. See Videos and Tutorials.

The first 5 applications are linked applications. You can demo these forms but cannot edit these forms. The 6th and 7th applications, PVE and Additional Demo Forms, are normal frevvo application. You can edit the form and connect it to your ImageSilo entity.

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HR Application

Employee On Boarding

The Hospital Referral demo is a good example of how a Live Forms flow can be embedded in a web site. Follow these instructions for running the hospital demo. Replace <tenant> with your demo account tenant name.

For complete details on how this demo was built, please see the Patient Referral Workflow Tutorial.

1. Make sure you are not logged into demo4.frevvo.com.
2. Go to: http://demo4.frevvo.com/demo/hospital
3. Login as tom@<tenant> (password f/r/evvo). This user has the role Nurse.
4. You will see that you have no Tasks.
5. Click on the first link in the left menu (Radiology Referral).
6. This will launch a workflow.
7. Fill in the form (the first step of the flow) and Sign it.
8. Click Continue. frevvo will now put the Task in the task list (work queue) of the Doctor.
9. Logout. 
10. Login as jerry@<tenant> (same password). This user has the role Doctor.
11. Click on the View Pending Referrals menu item. (If the task list is not already displayed)
12. You will see that you now have at least one Task.
13. Click the rightmost icon (the clock) and you can view the history of the task.
14. Click the leftmost icon to perform the task.
15. See that the form loads again with the data entered by Tom and signed by Tom.
16. There is a new Section at the bottom for Doctor signature.
17. Sign it.
18. Click Finish.
19. The workflow will end.

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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Vacation Request

The Vacation Request Form

1. Edit the vacation request form.
2. It has a Personal Information Section with a few controls.
3. It has an Approval Section that requires the Manager's signature.
4. Click on the Approval Section header. In the Properties panel to the left, select the Security Tab.
5. 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.
6. 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.
7. Try the form by clicking the Test button.
8. 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.
9. 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.
10. In a separate browser, enter this URL.
11. You should see an Access Denied login page.
12. Login as the manager with user name: manager@demo.com and password: manager.
13. 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

1. Click on the Flows link in the left menu
2. There is a pre-created flow called Vacation Request.
3. Click the Edit button.
4. This workflow has two steps (called activities): one for the Employee and the other for the Manager.
5. Both activities use the same Vacation Request form we created earlier.
6. 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.
7. In the Flow Designer, select the first activity.
   1. 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.
   2. Also, note that the Button Label property is set to "Request Vacation".
8. Select the second activity.
   1. The Manager role has been selected implying that this step can only be performed by a user with the Manager role.
   2. 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.
   3. 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.
9. Click the Cancel button.
10. 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 makes the form available to all authenticated users means that users must be authenticated in the demo.com tenant in order to use the workflow.
11. Try the form by clicking Click the Test button.Since the designer user does not have the Manager role, the Approval section is not visible. Notice that the hidden section .
12. The designer user does not have any impact on the user's ability to submit the formthe Employee or Manager roles so you will get an error message.
13. Click the Share button and in the dialog that pops up select the third second option: Link (Email/Web page). Copy the URL from the text area on the left.
14. In a separate browser, enter this URL.
15. You should see an Access Denied login page.
16. Login as the manager with user name: manager@demo.com and password: manager.
17. 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

1. Click on the Flows link in the left menu
2. There is a pre-created flow called Vacation Request.
3. Click the Edit button.
4. This workflow has two steps (called activities): one for the Employee and the other for the Manager.
5. Both activities use the same Vacation Request form we created earlier.
6. 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.
7. In the Flow Designer, select the first activity.
   1. 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.
   2. Also, note that the Button Label property is set to "Request Vacation".
8. Select the second activity.
   1. The Manager role has been selected implying that this step can only be performed by a user with the Manager role.
   2. 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.
   3. 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.
9. Click the Cancel button.
10. 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.
11. Click the Test button.
12. The designer user does not have the Employee or Manager roles so you will get an error message.
13. 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.
14. Logout from the designer user account.
15. Go to the URL copied above in your browser.
16. In the Login dialog, enter the employee user's credentials. User name: employee@demo.com password: employee.
17. The first form in the workflow is displayed. Since the employee user is not a Manager the approval section is not displayed.
18. Enter some data and click the "Request Vacation" button. Note that the button label matches the settings above.
19. The workflow is now sent to the Manager inbox. Note that the display message matches the settings above.
20. 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).
21. This time, the Tasks section shows that there are pending Vacation Request tasks.
22. Expand the Vacation Request task and you will see the pending request. Note that the task is labeled according to the settings above.
23. You can view the history (audit trail) for the workflow by clicking the History button (the right most button).
24. You can perform the task by clicking the Perform this Task button (the left most button).
25. The second (Manager) step is displayed and the Manager must sign the section before the workflow can be submittedpage). Copy the URL from the text area on the left.
26. Logout from the designer user account.
27. Go to the URL copied above in your browser.
28. In the Login dialog, enter the employee user's credentials. User name: employee@demo.com password: employee.
29. The first form in the workflow is displayed. Since the employee user is not a Manager the approval section is not displayed.
30. Enter some data and click the "Request Vacation" button. Note that the button label matches the settings above.
31. The workflow is now sent to the Manager inbox. Note that the display message matches the settings above.
32. 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).
33. This time, the Tasks section shows that there are pending Vacation Request tasks.
34. Expand the Vacation Request task and you will see the pending request. Note that the task is labeled according to the settings above.
35. You can view the history (audit trail) for the workflow by clicking the History button (the right most button).
36. You can perform the task by clicking the Perform this Task button (the left most button).
37. The second (Manager) step is displayed and the Manager must sign the section before the workflow can be submitted.

Hospital Application

The Hospital Referral demo is a good example of how a Live Forms flow can be embedded in a web site. Follow these instructions for running the hospital demo. Replace <tenant> with your demo account tenant name.

For complete details on how this demo was built, please see the Patient Referral Workflow Tutorial.

1. Make sure you are not logged into demo4.frevvo.com.
2. Go to: http://demo4.frevvo.com/demo/hospital
3. Login as tom@<tenant> (password f/r/evvo). This user has the role Nurse.
4. You will see that you have no Tasks.
5. Click on the first link in the left menu (Radiology Referral).
6. This will launch a workflow.
7. Fill in the form (the first step of the flow) and Sign it.
8. Click Continue. frevvo will now put the Task in the task list (work queue) of the Doctor.
9. Logout. 
10. Login as jerry@<tenant> (same password). This user has the role Doctor.
11. Click on the View Pending Referrals menu item. (If the task list is not already displayed)
12. You will see that you now have at least one Task.
13. Click the rightmost icon (the clock) and you can view the history of the task.
14. Click the leftmost icon to perform the task.
15. See that the form loads again with the data entered by Tom and signed by Tom.
16. There is a new Section at the bottom for Doctor signature.
17. Sign it.
18. Click Finish.
19. The workflow will end.

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.

Education

Transcript/Diploma Request

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