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Properties Navigator

Clicking the Edit icon on the Forms and Workflows Home page opens 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 the Edit Workflow Properties icon in the Workflow Designer toolbar

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.
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  • 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.

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Each workflow property setting is described below.

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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 cancel icon to discard your changes. You can also change the name on the Settings 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. The description appears as a tool tip when you mouse over the area just to the right of the workflow's share  icon on the 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.

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  • HTTP Wait-Notify and Anonymous Task steps, once performed, display with a faded blue color indicating that the workflow 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 workflow 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 workflow 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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  • The Expenses and Reviewer steps display in black since they have already been performed.
  • The Supervisor step is displayed in faded blue because it was skipped as the total amount of the expenses was less than $5000.00.
  • The name and number of the Accounting step, which is the step that is currently being performed by the Accounting employee, display in a bright blue color.

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You may notice a difference in behavior when using a workflow on the desktop vs on a phone/tablet. For Example: Imagine a two step workflow 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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However, on the desktop there is no "Previous" button so once the workflow gets to 2nd step there is no way to get back to 1st step. If the designer does not configure the Navigation Tool Bar in this situation once the user gets to the second step in the workflow, there is no way to return to the first step.

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Anonymous Screenflow Navigation

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

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Let's consider a Job Application workflow with the following requirements:

  • The workflow is going to be performed by anonymous users. Anonymous users do not sign in to .
  • The anonymous user receives an email that includes a link to the workflow.
  • The workflow must collect a lot of information from the applicant: Contact Information, Education and Employment history, References and more. You can create one long form or design a screenflow with an Anonymous Task step and subsequent steps as separate screens to collect the information.
  • The user must have the option to compete the screenflow in multiple sessions. Clicking on the email link takes the user back to the last step in the screenflow where the Continue button was clicked. 
  • The user must be able to navigate back to previous steps to review or update information that was previously entered.
Workflow Designer
  • The Save on Navigate checkbox is checked and the Navigation Toolbar is configured on the Workflow Property Panel
  • Step 1 of the screenflow has a field named EmailAddress that collects the applicant's email address.
  • Step 2 is assigned to an email address. This is the first step that is performed by the anonymous user.
  • All remaining steps in the screenflow are designed to collect the applicant's information: Contact Info, Education and Employment history, references etc. Remember, the anonymous user does not login to perform these steps so they cannot have a role, dynamic role or user property assigned to them.

The image shows an example of a possible screenflow design:

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Use Mode

Anonymous users return to a previous step by clicking on the Navigation Toolbar if the workflow contains a screenflow performed by an anonymous user.

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Deployment

This field is a toggle that sets the state of your workflow to production or development. Functionality is the same as Deployment for forms.

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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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Tip

PDF names can contain special characters with the exception of curly braces {}.

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In the submission, the pdf for the Onboarding for new hire Eric Armani is named as shown as shown:

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Fast Finish

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  1. Edit the workflow in the Workflow Designer.
  2. Click the  Edit Workflow Properties icon to display the Workflow Properties wizard.
  3. Check Fast Finish on the Settings tab.
  4. Click Submit to save.

Image ModifiedSelecting it on the individual steps makes the Finish button available on the designated steps only. 

  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 our your changes.

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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.

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If the Fast Finish and Save/Load 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. 

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Refer to this feature announcement for more information.

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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.

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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