Page Comparison

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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.

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You can make any of your existing forms/flows into a template that you and other designers in your tenant can then use as a starting point when creating a different form. The forms/flows you publish will be available to all users in your tenant with the frevvo.Designer permission.

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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 - Check the category you want to assign the form to. If no categorizes categories appear in the wizard contact your tenant admin to create Categories. It is the responsibility of the tenant admin to create Categories and Manage Templates. 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 must share your Installable template across all tenants in the frevvo Cloud for your template to be available to everyone.
• 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 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 You can use your published template and it will be available to all other logged-in  users can use itdesigner users in your tenant.

Using Form and Flow Templates

To Click the Templates tab on the Forms Home Page 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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You’ll see the categories or tags you created when you published your templatestemplate.  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.

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• 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 it 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.
  • Use the template in a new form by clicking  (the Create icon). Add the template to an application by selecting it from the dropdown. Click Finish and the form/flow template will display on the appropriate designer canvas.
    
    
• 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/date when the template was published and the user id@<tenant name> who published it.
• 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/date when the template was published and the user id@<tenant name>  who published it.

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