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 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/flows and to share that work with other designers.

Click this link if you are looking for information on Template String Variables.

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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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  • Template Name – This defaults to the name of your form/flow.  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/flow 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/flow that will display when Forms By Category or Forms By Tag is selected.

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