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Column 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. 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 400px On This Page: Table of Contents maxLevel 1

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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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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 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 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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Task Info

When you save a partially filled workflow to continue it later or when  puts a task on your task list as part of a workflow, the task is accessed via your task list. This field controls the name that gets displayed in the user's task list. For more details, see the Tasks documentation. This field can use templatized strings  for dynamic content, e.g. the Task Info can contain "Vacation Request for {FirstName} {LastName}" where FirstName and LastName are the names of fields in a form from a prior step in the workflow. Before putting the task on a user's task list,  will resolve the Task Info string using the actual values of the FirstName and LastName fields e.g. "Vacation Request for Tom Smith".  will truncate the Task Info data to 250 characters.

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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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Setup Searchable Fields

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• Display Message when User Submits Form

• Forward Users to a web page of your choice

• Post Data and forward users to your web page

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Refer to Form and Doc Action Wizards for the details.

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• Display Message if an error occurs
• Forward users to an error page of your choice

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Refer to Form and Doc Action Wizards for the details.

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• Do Nothing
• Send Email
• POST data to your web application
• Send to ImageSilo or PaperVision Enterprise
• Send to Google Drive
• Send to File System
• Send to SharePoint

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Send Data

The Document Action wizards available on the Send Data tab are:

• Do nothing
• Post Submissions to a Google Sheet
• Manually set document URIs

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Additional Email

This wizard allows you to send a second email when the form is submitted.

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Refer to Form and Doc Action Wizards for the details.

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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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These controls are excluded from the Summary Fields list:

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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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