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 supports four types of templates:

Installable Templates are pre-built workflows and forms, easily added to your tenant. The templates and associated Guided tours are a great way to get started designing forms and flows.

Control and Form/Flow Templates make it easy to reuse existing work you have done in previously created forms and to share that work with other designers.

Click this link if you are looking for information on Template String Variables.

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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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  • 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. You can assign the template to more than one category.
  • 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.

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You’ll see the categories or tags you created when you published your templates.  Some tags are in larger font; this means you’ve used these tags for more than one template. Click any category or tag to display a list of matching templates.



After The Form/Flows by Category and the Form/Flows by Tag display the list of matching templates is displayed, you can: 

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in a table. The table provides the following information: 

  • The name of the form/flow template and it's form/flow ID i.e.ID: _J1XuIGF9EemFgY-aI39GrA.
  • The description of the form/flow template that was entered when the form/flow was published.
  • You can test the template by clicking (the Try icon)— the template displays as a fully functional form so you can enter and validate data before deciding whether you want to use it. Note the Try count in the Counts column will increase each time the Try icon is clicked.
  • The type of template - Form or Flow.
  • The tags associated with the template when it was published.
  • The categories the template was assigned to when it was published.
  • The Install and download counts will increase each time an Installable template (selected by the frevvo global template administrator) is downloaded/installed from the frevvo website.
  • The time and date

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Use the template in a new form by clicking (the

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Create icon).

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You can add the template to an application By definition since this is a template you will be able to use it in as many forms as you want.  Once you’ve used it to create your form, you can customize your form without ever affecting the template.  

 

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If you choose to add the template, you’ll be walked through a wizard that allows you to make minor modifications before your new form is launched. If you like your template exactly as it is, skip the wizard by clicking Finish. This is the same wizard you see when you create a new form without using a template.

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