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Column Properties Navigator Image Modified Click the workflow name (or select Edit from the Action Menu) on the Forms and Workflows Home page to open the workflow in the Workflow Designer. The Properties Navigator panel displays in the lower-left portion of the Form Designer. This panel shows information about important properties setup for this workflow step. Not all of the configured properties are shown in this view. Open the Workflow Properties wizard by: Clicking inside a section or clicking on the  Edit Workflow Properties icon in a section of the Properties Navigator. This immediately displays the property tab for editing. Clicking theEdit Workflow Properties icon in the Workflow Designer toolbar Image Modified The Properties Tabs work the same way whether you open them from the Navigator or from the Workflow Designer toolbar. Here is what you need to know:  If you are working on several tabs at one time, you can navigate to other tabs and make changes there. Use the left and right arrows at the top of the screen to display additional tabs. You must click the Submit button when you are finished configuring Step Properties  to save your changes. Remember to save the workflow. will validate the Property Settings when you click Submit. If a property value is invalid, the tab(s) will not close and a  message will display telling the designer that there are corrections to be made before saving. The screen will stay on the current tab if there is a validation error.  Otherwise, another invalid tab will be auto selected (starting from left to right) if another tab needs attention. Tab labels with invalid entries display in red. Clicking on the Cancel button closes the tab(s). You will be asked to confirm if any changes were made. Hover over any field on the Properties tabs to see a helpful hint providing information about the property. Some fields contain instructions to guide you. Clicking on the down arrow for a property shows an unfiltered list of choices applicable to that property. For some properties, you may see templatized controls from your workflow and workflow/special templates provided in . In some cases, you can type ahead to narrow down the list. Use the up/down arrows, the Enter key or click an option with your mouse to select an option. Use the Backspace, Delete or click the x on a selected property to delete it. Typing a opening curly brace into some fields, followed by the name of a control, show a list of the fields in your workflow that match the entered text and will be added to the field as a control template. On some tabs, you may have to slide the toggle to the right to turn on a feature. Each workflow property setting is described below. Column width 20% On This Page: Table of Contents maxLevel 1

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This is the name you see on the Workflows home page where your workflows are listed. We recommend changing the name to make it more meaningful than the arbitrary name assigned when you create it, but keep in mind it is a working name only, so users will not see it. It is recommended that you name your form/workflows using characters that are suitable for filenames. Following the POSIX filename standard (A–Z a–z 0–9 . _ - ) will ensure it works.  Click the pencil icon above the Properties Navigator to edit the name then click the checkmark to save or the "X" cancel icon to discard your changes. You can also change the name on the Settings 816783919 tab.

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Settings

Use the Settings tab to select general settings for your workflow.

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• Click the  Edit Workflow Properties icon on the Workflow Designer toolbar. This will launch the Workflow Properties wizard. It defaults to the Settings tab.
• Click anywhere in the General Settings section in the Properties Navigator. This takes you directly to the Settings tab.
• Click the  inside the  General Settings section in the Properties Navigator. This takes you directly to the Settings tab.
• Select/enter the properties for your workflow
• Click the Submit button to save the changes or navigate to another tab.
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Description

By default all workflow descriptions say, “Edit the workflow to change this description,” but you can change this if you wish. You also see this description when you view individual submission documents.

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A screenflow is a type of workflow consisting of a collection of sequential steps performed by the same user. What if you wanted that user to be anonymous? Configuring the Navigation Toolbar in an anonymous screenflow allows anonymous users to navigate back to a previous step in a screenflow. The set of available links is restricted to the steps that are executed in sequence by the anonymous user. Links to steps outside of the screenflow are not visible. The steps in the screenflow cannot have a role, dynamic role or user property assigned to them.

Configuring the Save on Navigate feature enables the screenflow to be completed in multiple sessions.

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Users can go to their Task List to retrieve the task and they will  be returned to the screen where they were when the browser was closed.

Let's say you have a screenflow with steps A > B> C and the user closes the browser at screen B. When the user performs the task from the Task List, the workflow will open up at step B.

Here is a short synopsis of when the current location is saved. Consider a workflow with the following steps/roles: Role1(A → B → C) → Role2(D) → Role3(E):

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In-house customers can turn this feature on globally with a configuration parameter.  If configured on a server level, it will apply to all workflows. If you want to save workflow steps that are partially filled in to the Task List, enable the Save/Load816783919 feature in your workflow.

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The Fast Finish feature is very useful when you're filling a lengthy screenflow.  workflows consist of steps (steps) performed by the same person or more than one person. Steps in a workflow performed by the same person are called multipage forms or screenflows. The designer can select the Navigation Toolbar816783919  or add a Summary step as one of the steps to provide an easy way to move forward and backwards through the steps of a  workflow. 

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The Fast Finish feature provides a finish button, visible in use mode, in addition to the Submit and Save button (if Save/Load816783919  is selected) for the forms in your workflow. The Finish button works the same way as the Continue button. The workflow will not advance to the next step or be submitted If any of the fields are invalid. 

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1. Edit the workflow in the Workflow designer.
2. Click on the Employee Information step. Click on the  Edit Step Properties icon. Click the General Settings tab.
3. Check Fast Finish.
4. Repeat for all the steps in the workflow where you want the Finish button to display.  
5. Save your changes.
   

If the steps in your workflow consist of forms and/or a summary step, Fast Finish forwards through the steps of your workflow until it hits one of the terminating conditions listed above.

Let's consider the Employee On Boarding workflow as an example. This workflow consists of a screenflow that is filled in by the new employee:

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If Fast Finish, is selected on the workflow or step level, the user can click the Finish button after making the correction and the workflow will fast forward through Step 6. Fast Finish will stop here since step 7 is assigned to the user Sue who is a member of the Human Resources department. The user will see the pending message after Step 6 and the workflow will be routed to Sue for final processing.

If the Fast Finish and Save/Load816783919 features are enabled for a workflow, the user can save a partially completed form to their task list. If the saved form still has required fields that have to be filled in, when the user retrieves the saved task from their task list to complete and submit it, clicking the Fast Finish button takes the user to the point in the screenflow where they left off. 

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The Fast Finish button on an iPhone or iPad is accessed via a dynamic action menu that is activated by the right-most button in the top button bar. The action menu drops down below the button and floats above the form. If Fast Finish is not selected for the workflow or on the current step, then the action button and menu are not present at all. 

Refer to this feature announcement for more information.

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Decorated is checked by default when you create a new workflow. If  you uncheck Decorated at the workflow level, newly added controls in the forms of your workflow will not have a decorator. Controls in the forms that already have decorators will retain them. The designer can select a decorator for each of the steps in a workflow that will display on the navigation bar.

Force Auth

If this is checked and the  tenant supports SSO (single sign on) such as the LDAP Security Manager enabled tenants, then the  authentication mechanism will be in effect even when a user is already authenticated via SSO.

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If this checkbox is unchecked, tasks for the form or workflow will not appear in Task History searches. If you want them to appear, make sure this box is checked. Checking or Un-checking it affects all tasks including ones that were created prior to the action. 

Accessible

Live Forms can be used to build accessible forms/workflows that meet Section 508 and WCAG 2.0 accessibility standards. Check the Accessible property to turn on this feature. Refer to the Accessibility documentation for the details.

Show Logo

This property is checked by default and causes the “powered by frevvo” logo to appear on your workflow. Uncheck the checkbox to remove the logo from your workflow.

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• Click the  Edit Workflow Properties icon on the Workflow Designer toolbar. This will launch the Workflows Properties wizard. Click the Access Control tab.
• Click anywhere in the Access Control section in the Properties Navigator. This takes you directly to the Access Control tab.
• Click the  inside the Messages section in the Properties Navigator. This takes you directly to the Access Control tab.
• Enter the users and roles for the permissions provided.
• Clicking on the down arrow(s) show a list of users, roles and templatized fields from your form. Select the users/roles from the dropdown.
  
  • Type the opening curly brace - {- followed by the control name to enter a field from your form as a template. Selecting an option enters the control name into the field with the closing curly brace.
• Click the Submit button to save the changes or navigate to another tab.

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• Click the  Edit Workflow Properties icon on the Workflow Designer toolbar. This will launch the Workflows Properties wizard. Click the Messages tab.
• Click anywhere in the Messages section in the Properties Navigator. This takes you directly to the Messages tab.
• Click the  inside the Messages section in the Properties Navigator. This takes you directly to the Messages tab.
• Enter the text for the Task Information and Pending Message.
• Clicking on the down arrow(s) show a list of users, roles and templatized fields from your form. Select the users/roles from the dropdown.
  
  • Type the opening curly brace - {- followed by the control name to enter a field from your form as a template. Selecting an option enters the control name into the field with the closing curly brace.
• Click the Submit button to save the changes or navigate to another tab.

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• Click the  Edit Workflow Properties icon on the Workflow Designer toolbar. This will launch the Workflows Properties wizard. Click the Searchable Fields tab.
• Click anywhere in the Searchable Fields section in the Properties Navigator. This takes you directly to the Searchable Fields tab.
• Click the inside the Searchable Fields section in the Properties Navigator. This takes you directly to the Searchable Fields tab.
• Select the Searchable Fields for your workflow.
• Click the Submit button to save the changes or navigate to another tab.

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• Click the  Edit Workflow Properties icon on the Workflow Designer toolbar. This will launch the Workflow Properties wizard. Click the Workflow Actions tab.
• Click anywhere in the Workflow Actions section in the Properties Navigator. This takes you directly to the Workflow Actions tab.
• Click the inside the Workflow Actions section in the Properties Navigator. This takes you directly to the Workflow Actions tab.
• Set up the Form Actions for your workflow.
• Click the Submit button to save the changes or navigate to another tab.

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• Click the  Edit Workflow Properties icon on the Forms Designer toolbar. This will launch the Forms Properties wizard. Click the Document Actions tab.
• Click anywhere in the Document Actions section in the Properties Navigator. This takes you directly to the Document Actions tab.
• Click the  inside the Document Actions section in the Properties Navigator. This takes you directly to the Document Actions tab.
• Set up the Document Actions for your workflow.
• Click the Submit button to save the changes or navigate to another tab.

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• Click the  Edit Workflow Properties icon on the Workflow Designer toolbar. This will launch the Workflow Properties wizard. Click the Styles tab.
• This tab does not display in the Properties Navigator
• Select a style, layout and customize the workflow PDF header/footer, if desired.
• Click the Submit button to save the changes or navigate to another tab.

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• Click the  Edit Workflow Properties icon on the Workflow Designer toolbar. This will launch the Workflows Properties wizard. Click the Summary Fields tab.
• This tab does not display in the Properties Navigator
• Make the selections for your workflow.
• Click the Submit button to save the changes or navigate to another tab.

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• Access the Saved Fields tab by clicking the  Edit Workflow Properties icon on the Workflow Designer toolbar. This will launch the Workflow Properties wizard. Click the Saved Fields tab.
• This tab does not appear in the Properties Navigator.
• Select the Available Fields and use the arrow buttons to move them to the Saved Fields list. Drag and drop is available for some browsers.
• Hover over a field in the list to see the step of the workflow where the control is located.
• Click the Submit button to save the changes or navigate to another tab.

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