At the top of the Forms Work Area click the toolbar (where you see the Finish and Cancel buttons) to access the form’s properties,which are shown in the lower-left portion for the Forms Designer. Forms have Settings, Style and Form Info tabs.
Form Settings Properties
Each form setting property is described below.
[[image:V4.form_properties.png]]
==== Form Name ==== This is the name you see on the Forms home page where your forms are listed. We recommend changing the name to make it more meaningful than the arbitrary name assigned when you create it, but keep in mind it is a working name only, so users will not see it.
==== Description ==== By default all form descriptions say, “Edit the form to change this description,” but you can change this if you wish. The description appears as a tooltip when you mouse over the area just to the right of the form’s share [[Image:application_form_add.gif]] icon on Forms home page. You also see this description when you view individual submission documents.
==== Visibility ==== This field provides access control for the form. If you select Private, only you (the owner) can edit, test or use it. Select Public in Tenant to allow anyone who has an account (username/password) and is logged in to your tenant access to use the form. Select Public to allow anyone to use it even if they are not logged in. Note that irrespective of the Visibility setting only the owner can edit or remove the form.
==== Deployment ==== This field lets you toggle a form between two states: PRODUCTION and DEVELOPMENT. When a form is in development state it contains a watermark. Deploying the form into the production state removes the watermark.
[[image:deploymentWaterMark.png]]
Use this field to toggle between production and development. Forms can also be deployed/undeployed via button on the [[V4_Forms_Home_Page | forms home page]].
See [[V4_Admin_Home_Page#Manage_Production_Forms | managing production forms]] for more information.
==== Task Info ==== When you save a partially filled form to continue it later, the saved form is accessed via your task list. This field controls the name that gets displayed in the task list. For more details, see the [[V4_Tasks_Home_Page | Tasks documentation]]. This field can use [[V4_Designing_Forms#Templatized_Strings | templatized strings]] for dynamic content, e.g. the Task Info can contain "Vacation Request for {FirstName} {LastName}" where FirstName and LastName are the names of fields in a form. Before putting the task on your task list, frevvo will resolve the Task Info string using the actual values of the FirstName and LastName fields e.g. "Vacation Request for Tom Smith".
You access your [[V4_Tasks_Home_Page | Task list]] from your applications home page. You use the Task list to [[V4_Tasks_Home_Page#Perform_a_Task | perform tasks]], complete a saved form or work flow, to [[V4_Tasks_Home_Page#View_Task_History | view a task's history]], or [[V4_Tasks_Home_Page#Search_History | search for tasks]] you've participated in — a tenant admin can also [[V4_Tasks_Home_Page#By_Admin_2 | search for other users' tasks]].
==== Tracking Id ==== When your form loads it will send a page view event to your Google Analytics account if you enter your Google account tracking ID into this form property. Please refer to the Google documentation for finding you Google Analytics tracking ID.
==== Setup Key/Saved Fields ==== This setting controls which fields are saved to the built-in submissions repository. By default, all your data is saved as an XML document. This is the most efficient way to store/access your data both in terms of speed as well as storage. However, if you prefer to [[V4_Viewing_Form_Submissions | view your data]] via the submissions user interface, you can choose which fields are saved in addition to the XML data. See [[V4_Viewing_Form_Submissions#Submission_Data | submissions data]] for more information on making this choice. Note that this could incur significant performance overhead and will also consume additional storage in the repository.
Clicking on the link displays a wizard. Your wizard will display the fields from your form.
'''Saved Fields''' <br style="clear: both" /> [[Image:Key_Saved_Fields.png]]
You may select the fields you want saved separately in addition to the XML. The fields you select will be displayed in the [[V4_Viewing_Form_Submissions#Submissions_Detail | Submission Detail]] for each submission. You can also search the submissions repository for these fields using the frevvo API.
'''Key Fields''' <br style="clear: both" /> [[Image:Key_Fields.png]]
Click the Key Fields tab. Up to five key fields may be efficiently stored along with the form submission. Key fields do not significantly reduce performance nor do they consume significant additional storage in the repository. It is also very efficient to search the submissions repository using these key fields. Key fields are also directly displayed in the [[V4_Viewing_Form_Submissions#Submissions_Table | Submissions Table]] so you can easily view them in a tabular view.
Watch a video on [http://screencast.com/t/lG8A50xSEWt how to setup key/saved fields].
==== Error Page ==== If you supply a Url in this property field, frevvo will display this page whenever it fails to load a default document from one of the form's Document URI Read methods and also when it fails on a document URI Write method. If this field is not set a default error page will be displayed.
==== <span id="formPrintable">Printable</span> ==== If you check a form's printable checkbox a print [[Image:printer.gif]] icon will be displayed at the top of your form. If you don’t want users to print your form, uncheck the checkbox so users will not see the print icon. You can control which form fields are visible in html print view via the [[#Printable | printable property]] on each field in your form.
==== Save ==== This property is checked by default. When check all submissions for this form will be stored in frevvo's submission repository. If you uncheck the checkbox, the form submission will still be logged in the submission repository and you will be able to view the metadata about the submission (time/date submitted, success/failure conditions, etc...) but NO form field data is saved.
<div style="background-color:#63ffc7">[[Image:Lightbulb.png]] The submissions repository can store your form data in three ways -- as data values; as an xml document; and as a pdf form image. By default for efficiency, data is only stored as xml. If you plan to export your form data to an Excel spreadsheet or plan to view your form data in the submission repository detail view, you must configure your form to save the data field values. See the documentation for [[#Setup_Key.2FSaved_Fields | setting up key/saved fields]]. Also see the documentation for [[V4_Viewing_Form_Submissions#Submission_Data | viewing your data in frevvo's submission repository]]</div>
==== Save PDF ==== This property can only be check if you have the save property checked. When checked a PDF image of the file is also saved in frevvo's submission repository. See the documentation for the [[V4_Viewing_Form_Submissions#Viewing_PDFs | submissions repository]] for details on viewing the PDFs saved there.
==== Show Logo ==== This property is checked by default and causes the “powered by frevvo” logo to appear on your form. Uncheck the checkbox to remove the logo from your form.
==== Captcha ====
This feature helps to protect your forms against spamming by automatic submitters. By selecting captcha, an image is displayed when a user submits your form, containing a string and also an audio recording. The user must enter the string into the specified input box. If the string is correctly reproduced, the form submission will be processed as usual. If it is not a new string is displayed and the user may try again.
[[image:captcha.png]]
==== Save/Load ====
This feature is only available to users with tenant accounts. If you check this checkbox a save [[Image:disk.gif]] icon icon will be displayed at the top of your form. If you don’t want users to be able to save/load your form, uncheck the checkbox so users will not see this icon.
This feature is useful for lengthy forms where your users may not have all the information required to complete the form in a single session. By clicking on save [[Image:disk.gif]] a copy of the form with all the current values is saved on the frevvo Form Server. Later the user can re-open the form from their task list; see [[V4_Tasks_Home_Page#Perform_a_Task | Perform a Task]] for more information.. The form will populate the fields from the saved values.
Users can repeat the save/load steps as many times as they wish.
See the [[V4_Using_Forms#Save.2FLoad | Save/Load]] feature, for full details.
==== Show in History ==== If this checkbox is unchecked, tasks for the form or flow will not appear in [[V4_Tasks_Home_Page#Search_History | 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 ==== If this is checked and the frevvo tenant supports SSO (single sign on) such as the LDAP Security Manager enabled tenants, then the frevvo 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 frevvo to use the form. If instead you check force auth frevvo will force you to login directly even though you are already authenticated via SSO.
See [[V4_Working_with_LDAP#Single_Sign_On_with_Frevvo.2C_IIS_and_Active_Directory | 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.
=== Form Style Properties === Each setting property is described below.
[[image:formStyleProps.png]]
==== Width ==== This specifies how wide your form will be. The default “regular” width is 600px, but the dropdown also includes thin (400px) and wide (800px). You also may pick the custom option; this will enable the box to the right of the Width dropdown and let you specify your own width.
==== Height ==== This property specifies an initial height for your form as it is loading into the browser. It does not dictate the actual height. You typically do not have to edit your form’s height property since the form can resize dynamically. However if your form is very small it can improve the appearance as your form loads if you set height to the actual height of your form.
See [[V4_Using_Forms#Embedded_form_links_--_.22Just_the_iframe.22_and_.22Embedded_Form.22 | Embedding and Using Forms]] for details on configuring the actual form height.
==== Controls ==== This property applies whether the options you define for checkbox and radio controls will be displayed vertically or horizontally. In the current version the property is always to set to vertical and cannot be changed.
==== Theme ==== You can choose a theme to alter the appearance of your form. frevvo provides two global themes : Clear or Professional Blue. The Clear theme gives your form a clear (white) background and the Professional Blue gives your form a soft blue background.
Of course, you may [[V4_Customizing_Themes | create a custom theme]] instead of using the default themes. After you have added the customized them it will appear in the dropdown list along with the pre-defined options.
==== Font Name, Font Size and Font Color ==== Your form’s font name, size and color properties will be applied to all labels and text on your form. You can override these properties for a particular control by editing the control’s properties.
When you create a form from scratch these properties are blank; the specific font, size and color of the labels and text in your form will depend on the theme you have chosen or the template you used when you created the form. Simply supply values in any of the three font property fields to change the form defaults.
=== Form Info Properties === The form info tab summarizes the settings selected and configured via the [[#Form_.26_Doc_Action_Wizards | form and doc action wizards]].
* '''What users will see?''' depends on the form action wizard configuration * '''What happens to my data?''' depends on the doc action wizard configurations * '''Doc URI settings''' depends on the doc URI wizard configurations
[[image:formInfoProps.png]]