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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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- Click the Publish icon on the Flows Home Page for the workflow that you want to publish.
- Fill in the fields on the workflow Publish Template wizard.
- 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 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.
- When you or other designers in your tenant are ready to use the published workflow template to create a different flow, click the Templates tab, select Forms/flows Flows by Category or Form/Flows by Tag then click the category/tag that you specified when you published it.
- The Form and Flow Templates table displays
- Click the Try icon for a preview of the workflow.
- Click the Create icon to to add it to an existing application. If you do not select an application, will create a new one for you.
- Click Finish. The Workflow template is imported onto the Flow Designer canvas.
- Now you are ready to modify the workflow template to create a different workflow.
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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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