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Why reinvent the wheel? includes several pre-built workflow and forms templates. The frevvo website has many real world examples that showcase features to solve real business problems.
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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Installable templates and Guided Tours are only available for frevvo Cloud customers at this time. These features may be included in a future on-premise release. |
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- Click the More template apps button at the top of the page. You will see an All Templates tab and Category tabs created by the frevvo superuser i.e. HR, Finance, Education.
Click the tab of interest and type your search criteria into the search box. Templates that match the template name, description, category or tags set up by the frevvo superuser display.
- Hover over the template of your choice and click Install. The selected template immediately appears in the application list. You will see the Forms/Flow Home page for that template.
Installing a workflow template automatically launches a Guided Tour that will show you how to run the workflow and explain the flow designer screenscreens. Modify the template to meet your business requirements.
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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 Check 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 must 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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