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 can automatically generate and display a navigation toolbar for your flow using which users can navigate back and forth in the flow. There are four available options:*

  • None: This option displays no navigation toolbar. This is useful for situations where the same form is being passed between users for signatures e.g. Vacation Request workflow filled in by an Employee and signed by a Manager.

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  • Navigation Toolbar: this displays a standard navigation toolbar with links for each step.

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  • Percent: This displays progress through the flow as a percentage.

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  • Step 1 of 4: This option displays progress through the flow as a counter.

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Visibility

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This field provides access control for the flow and has the same meaning as [[V4_Designing_Forms#Visibility | Visibility for forms]].====

Task Info

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When you save a partially filled flow to continue it later or when frevvo puts a task on your task list as part of a workflow, the task is accessed via your task list. This field controls the name that gets displayed in the user's 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   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 from a prior step in the flow. Before putting the task on a user's task list, frevvo will  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 Task List from your applications home page. You use the Task list to [[V4_Tasks_Home_Page#Perform_a_Task | perform tasks]] assigned to you, to [[V4_Tasks_Home_Page#View_Task_History | perform tasks assigned to you, to view a task's history]], or [[V4_Tasks_Home_Page#Search_History | search for tasks]] you you've participated in — a tenant admin can also [[V4_Tasks_Home_Page#By_Admin_2 | search for other users' tasks]].====

Pending Msg

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This is the message that is displayed on the screen during a workflow when the next step must be performed by a different user/role and frevvo puts  puts it on that user's task list. For example, in an Vacation Request workflow, the first step may be filled in by an Employee but the second step (approval) must be signed by a Manager. When the Employee clicks Continue, frevvo will  will put the task on the Manager's task list and display this message on the Employee's screen. This message can use [[V4_Designing_Forms#Templatized_Strings | templatized strings]] for  for dynamic content, e.g. the message can be set to "Thank You {FirstName} {LastName}. Your request has been submitted to your manager for approval." where FirstName and LastName are the names of fields in a form from a prior step in the flow. Before putting the task on a user's task list, frevvo will resolve the pending message using the actual values of the FirstName and LastName fields e.g. "Thank You Tom Smith. Your request has been submitted to your manager for approval.".

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