Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Section
Column
 

 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.

Column
width240px

On this page:

Table of Contents
maxLevel2

...

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.

...

  • 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. 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 new form without ever affecting the template.




  • 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 Tthe Try count increases 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 time/date when 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 websitethe user id@<tenant name> who published it.
  • The time/date when the template was published and the user id@<tenant name>  who published it.


Use the template in a new form by clicking (the Create icon). Add the template to an application by selecting it from the dropdown. The template displays in the form/flow designer.
Image Removed 

Add a Form Template to the New Form Wizard

A published form can be added to the New Forms wizard by your tenant admin.

Control Templates

A control template is a control or a group of controls that a user published in the Form Designer so that it can be reused in other forms and by other designers within the same tenant. You typically want to publish control templates after you spent hours working on a complex form with sophisticated layouts, field patterns, business rules, etc., and want to avoid redoing the work in a different form(s). You also may want to use control templates when you need to split the work among a number of form designers, where each designer is responsible for creating a subsection of a complex form and another designer is responsible for assembling these control templates into a final form or flow.

...