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Properties Navigator

Clicking the Edit icon on the Forms and Workflows Home page opens the workflow in the Flow 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 flow step. Not all of the configured properties are shown in this view.

Open the Flow Properties wizard by:

  • Clicking inside a section or clicking on the  Edit Flow Properties icon in a section of the Properties Navigator. This immediately displays the property tab for editing.
  • Clicking the Edit Flow Properties icon in the Flow Designer toolbar

The Properties Tabs work the same way whether you open them from the Navigator or from the Flow 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 flow and flow/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 flow 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 flow property setting is described below.

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By default all flow descriptions say, “Edit the flow to change this description,” but you can change this if you wish. The description appears as a tool tip when you mouse over the area just to the right of the flow's share  icon on the Flows Forms and Workflows Home Page. You also see this description when you view individual submission documents.

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  • The name of the current step displays with a bright blue color. Note that the active step number is also circled in bright blue. Steps that have yet to be performed display with a light blue color.



  • HTTP Wait-Notify and Anonymous Task steps, once performed, display with a faded blue color indicating that the flow cannot be reset to this step.
  • Skipped steps display with a light blue color and steps that have already been performed display with a black color. For example the Expense Report workflow shown in the image, has four steps: Expenses, Reviewer, Supervisor and Accounting. The employee fills out the Expense report for an amount less than $5000.00. The flow is routed to a company reviewer and if approved, to Accounting for final processing. If the amount of the expense had been greater than $5000.00 then the flow is routed to a Supervisor for an additional review before navigating to the Accounting department. The Supervisor step is skipped for Expense reports less than $5000.00. When the Accounting employee performs the task, here is what they will see:

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You may notice a difference in behavior when using a flow on the desktop vs on a phone/tablet. For Example: Imagine a two step flow where 1st step has 2 Pagebreak controls and neither step has an assigned role/user. On the phone/tablet this translates into a screenflow with 3 steps for 1st step and 1 step for 2nd step. You can use the Previous button to get back to the 1st step from the 2nd step.

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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 flow will open up at step B.

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

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The Fast Finish feature is very useful when you're filling a lengthy screen flow.  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 screen flows. The designer can select the Flow Setting Properties  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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  1. An step is encountered that is not valid - this could be as simple as a required field that was not filled in.
  2. The next task is assigned to any user/role that is different or the same from the user that selected finish - an example would be the step in the workflow that gets routed to a manager for approval.
  3. The next task is an Anonymous Task or HTTP step type.
  4. The last step is valid and submitted.

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If this checkbox is unchecked, tasks for the form or flow 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/flows 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.

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

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Check the individual fields to select the fields you want to appear in the Summary view if you have a  Summary step in your flow.Only checked fields will appear in the Summary. There are also two checkboxes labeled "All" and "None" which will show all the fields or none of the fields, respectively.

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