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The [[V4_Flows_Home_Page | flows home page]] appears when you click on the Flows tab.

[[Image:Flowhome.png]] 

You won't see any forms or flow the first time you use , but as you soon as you create some you'll see them here in their respective location either in the Forms tab for forms and the Flows tab for flows.

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Forms can be used standalone or composed into flows where you can create both multi-page forms and workflows that route your form through an approval process collecting digital signatures along the way

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  • See more details on the [[V4_Forms_Home_Page | forms home page]]
  • See more details on the [[V4_Flows_Home_Page | flows home page]]

Forms can be used standalone or composed into flows where you can create both multi-page forms and workflows that route your form through an approval process collecting digital signatures along the way

Deleting/Replacing Forms, Flows and Applications

When you delete a form, flow or application by clicking the Image Removed icon the form, the flow or application (and in the case of a deleted application, all the application's forms and flows) is permanently removed and cannot be restored. The delete operation also deletes all submissions from Li; submission repository and any saved in process form instances and pending workflow tasks.

Before deleting you may wish to download a copy of the form, flow or application to disk by clicking the Image Removed download icon.

If your goal is to update your form, flow or application to a new version that you had previously downloaded to disk or to revert to an older version previously downloaded to disk, do not first delete the it since as stated this removes all associated saved/submitted/pending form and flow instances. Instead leave the original as it is and upload the version from disk by clicking the Image Removed upload icon. A dialog will display that lets you browse to the form, flow or application on disk and giving you the option of replacing the current with this new version.

 

[[Image:formhome.png]] 

== Flows Home Page ==

The Flows home page appears after you [[V4_Applications_Home_Page | create and edit an application]]. By default when you edit an application you land in the forms home page. Click the ''Flows'' tab to switch to the flows home page.

<div style="background-color:#ffce7b">If you do not see the Flows tab in your application please see [[V4_Getting_Started_With_Flows#Requirements | Getting Started with Flows Requirements]].</div>

[[Image:Flowhome.png]]

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The Flows home page appears when you click on the Flows tab.

Image Added

You won't see any flows the first time you use frevvoLive Forms, but as you soon as you create some you'll see them here . There are three icons at the top of the flows home page. Each is described below.* Click the [[Image:add.png]] icon in their respective location either in the Forms tab for forms and the Flows tab for flows.

  • See more details on the forms home page
  • Click the Image Added icon to create a new flow. Once you have created some flows, the flows will be displayed based on the creation date with the oldest flow on top. You cannot change this default sort order.

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  • Click the

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  • Image Added icon to upload a flow zipfile previously download to disk.

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  • Click the

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  • Image Added icon to edit the

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  • .

To the right of each flow name are three icons. Each is described below.*

  • Click the

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  •  with translations in different languages.

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  • The next icon controls the Visibility of the flow and functions as a 3-way toggle. The

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  • Image Added icon tells you that your flow is a private flow, meaning only you (the owner of the flow) can edit, test or use it. Clicking this icon once will change it to this

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  • Image Addedicon and make the flow usable by anyone who has an account (username/password) and is logged in to your tenant. Clicking the icon again will change it to this

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  • Image Added icon and make the flow public so anyone can use it even if they are not logged in. If the flow is public, clicking the

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  • Image Added icon will make it private.

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  • Click the Image Added icon to delete the flow. Keep in mind there is no Undo feature so this action is permanent.

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  •  
Warning

Deleting a flow also deletes all associated flow submissions, saves and pending tasks. See

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replacing flows.

Below each flow name are six more icons. Each is described below.

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To manage production form go to your My Account -> Manage Production Forms page. See [[V4_Admin_Home_Page#Manage_Production_Forms | managing production forms]] for more information.

 

Deleting/Replacing Flows

When you delete a form, flow or application by clicking the Image Added icon the form, the flow or application (and in the case of a deleted application, all the application's forms and flows) is permanently removed and cannot be restored. The delete operation also deletes all submissions from Li; submission repository and any saved in process form instances and pending workflow tasks.

Before deleting you may wish to download a copy of the form, flow or application to disk by clicking the Image Added download icon.

If your goal is to update your form, flow or application to a new version that you had previously downloaded to disk or to revert to an older version previously downloaded to disk, do not first delete the it since as stated this removes all associated saved/submitted/pending form and flow instances. Instead leave the original as it is and upload the version from disk by clicking the Image Added upload icon. A dialog will display that lets you browse to the form, flow or application on disk and giving you the option of replacing the current with this new version.