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Whether you are new to or a valued customer, the pre-built templates are designed to let you quickly try out a form or workflow.
Don't have a frevvo tenant yet? No worries - click the Free SignUp button on the login screen to register for a 30 day free trial tenant.
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From the Forms or Flows Home page, click the Publish icon next to the name of the form/flow you want to publish as a template.
The Publish Template wizard contains the following fields:
- Template Name – This defaults to the name of your form. You can keep this name or overlay it with a different one.
- Tags – Type at least one tag that will help you quickly find your template. Type as many tags as you like; if you type more than one, separate them with a comma or a space.
- Categories - Click on the category you want to assign the form to. If no categorizes appear in the wizard contact your tenant admin to create Categories.
- Make Public - Check this box to add your form/flow to a queue of Installable templates that can be made available to designers in all tenants. The frevvo global template administrator is required to share your Installable template across all tenants in the frevvo Cloud.
- Description – Enter a description of your form that will display when Forms By Category or Forms By Tag is selected.
Click Submit to publish your template or click Reset to clear the three fields and start over. If you change your mind and don’t want to publish your template, click the X to close the form. After you publish a template, you and all other logged-in users can use it.
Using Form and FlowTemplatesFlow Templates
To use a template when creating a new form, click the Templates tab on the Forms Home Page. Choose Forms by Category or Forms by Tag which display along with Controls by Category and Controls by Tag.
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