Page Comparison

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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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Managing Form and Workflow Templates

Users must be logged-in to  in an account with frevvo.Admin permission to use templates.

Click Home and then select the Templates tab. You’ll see the categories or tags you created when you published your template. Some tags are in larger font; this means you’ve used these tags for more than one template. Click any category or tag to display a list of matching templates.

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• The name of the form/workflow template and it's form/workflow ID i.e. ID: _J1XuIGF9EemFgY-aI39GrA.
  
• The description of the form/workflow template that was entered when it was published.
  • Add or Remove from Templates: Clicking "Add to Templates" will make the template accessible to all designers in the tenant. Clicking "Remove from Templates" will reverse this. (On Premise Customers will see "Add to Wizard.")
  • 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/workflow by clicking  (the Create icon). Add the template to a Project ("application") by selecting it from the dropdown. Click Finish and the form/workflow 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. 

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• 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
  • On-Premise: Each time Create is clicked.
  • Cloud: Each time Create is clicked and each time the template is installed from the "Install a Prebuilt Template" Add Content option.
• The Try count increases each time the Try icon is or Preview (Cloud only via Installable Templates dialogue) icons are 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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This will display all templates in a table with the same properties described above:

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Add a Form Template to the New Form Wizard

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