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Why reinvent the wheel? includes several pre-built workflow and forms templates. The frevvo website has many examples that showcase features to solve real business problems. 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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Installable templates and Guided Tours are only available for frevvo Cloud customers at this time. These features may be included in a future on-premise release. |
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- On the Projects Home Page, click the
Add icon and select Install a Prebuilt Template. When you install a workflow template, a short Guided tour automatically launches to show you how to use it.
- Search our website for a pre-built form/workflow and install it into your Cloud tenant with one click. Follow the Guided Tour.
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From the Forms and Workflows Home Page, select Publish as Template from the Form/Workflow Operations menu for the name of the form/workflow.
The Publish Template wizard contains the following fields:
- Template Name – This defaults to the name of your form/workflow. 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/workflow 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/workflow 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.
Note The Make Public checkbox is not applicable for in-house versions.
- Description – Enter a description of your form/workflow 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 wizard. Next, your tenant admin should log in and follow the steps below to publish the template to all designers in the tenant. You can use your published template and it will be available to all other logged-in designer users in your tenant.
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Follow the steps above for Searching for a Template. Your published templates will also be available along with those from frevvo.
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We recommend that tenant admin users not create or edit forms, nor have roles assigned to them. Tenant admin users should restrict themselves to administrative tasks. Designers will access the template via the steps above. |
- The type of template - Form or Workflow.
- 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. Tthe Try count increases each time the Try icon is clicked.
- The time/date when the template was published and the user id@<tenant name> who published it.
- The time/date when the template was published and the user id@<tenant name> who published it.
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