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The initial release of Version 8.2 will be deployed to the frevvo Cloud on 4/20/2019.. A future release will be available for in-house customers. |
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When designer/tenant admin users , login to a tenant, several pre-installed form/flow templates appear in a box at the top of the Applications Home Page. Hover over any template ,and click the green button to install it and you will be navigated to the Forms or Flows page for that templateinto your Cloud tenant.
Now you can also search the many templates on the frevvo website and install them in your Cloud tenant with a single click. All Workflow Templates come with a Guided Tour that automatically launches after installation. The Guided Tour shows you how to run the workflow, explains application screens and guides you through some small modifications. Installable Templates provide are an excellent way to get started designing Forms and Flows.
Follow these steps to search the frevvo website for an Installable Template:
- Log into your frevvo Cloud tenant as a designer user. This user must have the ability to create forms/flows (frevvo.Designer role). If you just signed up for your free trial tenant, try logging in with designer@<your tenant name>.
- 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.
There are two ways to search for Installable Templates:
When the search screen displays, the All Templates tab is highlighted. Type your search criteria into the search box to . will search all available Installable Templates on the website.
Click a Category 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. You will see this message if there are no matches.
- 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. Refer to Templates for more information about this awesome feature.
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Stay tuned for announcements about existing and exciting new features, upcoming webinars/training sessions, new feature blogs and other important information.
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You do not have to restart the Insight server every time you restart . |
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