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When you save a partially filled flow to continue it later or when frevvo puts 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 Tasks documentation. This field can use 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 from a prior step in the flow. Before putting the task on a user's task list, will resolve the Task Info string using the actual values of the FirstName and LastName fields e.g. "Vacation Request for Tom Smith".
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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 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, will put the task on the Manager's task list and display this message on the Employee's screen. This message can use templatized strings 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 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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When checked a PDF image of the flow is saved in frevvo 's submission submission repository. See the documentation for the [[V3_Viewing_Form_Submissions#Viewing_PDFs | submissions repository]] for for details on viewing the PDFs saved there.
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This feature is useful for flows containing lengthy forms where your users may not have all the information required to complete the form in a single session. By clicking on the Save button, a copy of the flow with all the current values is saved by frevvo . frevvo will will also generate an entry in the user's task list from where the user can continue working on the flow at a later time.
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Saved flows are not the same as submitted flows. Saved flows do not appear in the Submissions Repository. Saved flows can contain invalid data and can also contain required fields with no values yet entered. When such a flow is re-loaded the missing and invalid values are again flagged as such by frevvo . And the flow cannot be continued/finished until corrections are made to those fields.
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