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When you create a space, creates a tab on the space for each of your projects and also adds Task List, My Account, Shared Items, Home and Login/Logout tabs. Refer to the Space Content topic. The project tabs display a list all of all currently deployed forms/workflows in that project; undeployed forms and workflows are not included. For testing purposes, forms/workflows with a visibility setting of private are added to the space menu if the user is logged in as a designer. A form/workflow with a visibility set to "Authenticated Users (login required)" cannot be accessed unless the user logs in to the tenant. If the visibility of a form/workflow is restricted to a specific role via the ACL feature, the form/workflow and it's associated tab will not appear on the space menu unless the logged in user has been assigned that role or they are the designer. If a project has no forms/workflows, doesn't create a tab for it.
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Add to create a new space.
- Use the
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Forms/Workflows that you deploy after the space is created will not automatically appear in the space. If you add or remove projects or add or remove forms or workflows from projects, and you want to update the space that contains them, a quick way to do that is to delete the old space and create a new one. You can use the same name as the original space. The new space will contain all your current projects and all deployed forms and workflows. Customization made to the space, such as adding your logo or HTML, will have to be redone. If you do not want to redo your customization, edit the Tab Menus manually. |
Relative URLs
Menu items are created using URLs relative to the project root, i.e. /frevvo/web/… The use of Relative URLs can help avoid issues that might be cause by hardcoded hosts, protocols (http vs https) and ports and improves portability. It is the recommended best practice to use Relative URLs when Adding a Tab and Forms/workflows to the Space menu.
When you create a new space, you will see:
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It is recommended that you use Relative raw link URLs when adding forms/workflow to your Space menu. To make the URL above relative, remove the protocol, server and port information. Notice there is only one forward slash - / - after the pipe symbol in the example. |
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If you are using a tenant configured for a container security manager and you want to allow anonymous access to your forms/workflows, you must add a public URL to your space menu.
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Refer to the Space Content topic for tips and information about more "cool" items you can add to your Space menu. |
How to Locate a Form or Workflow using the Share URL
Let's say you created a Space or added a form/workflow to your space and now you must find that form or workflow to make changes to it. The Share URL for a form/workflow can be used to determine the Live Forms designer account where a form/workflow is located.
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You may notice a slight difference when logging into a Space. When you access your space with the Share URL, then click the Login tab, the whole screen becomes the login screen. Enter your credentials to view your space.
Spaces are always ‘public’ which means anyone with the link can access them. However, any forms or flows in the space that require authentication cannot be accessed until the user logs in. If you would prefer that users log in before accessing a space you can construct a share URL that used the target-uri query parameter to accomplish this. For example:
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Cloud: https://app.frevvo.com:443/frevvo/web/login?target-uri=<spaceurl> In House: https://<your server host>:<port>/<frevvo home>/web/login?target-uri=<spaceurl> |
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- Task List
- My Account
- Shared Items
- Home
- Operational Reports - Active Processes, Submission Failures, Recent Submissions, Productivity. These Reports are only accessible to the tenant admin and users with the role frevvo.Reports. Refer to Operational Reports in a Live Forms Space for information about the links to these reports and spaces.
- Login/Logout - You can hide this tab if you choose.
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Shared Items (Submissions View or Edit), Home, My Account, and Report links are automatically added under the Important Items tab along with the Task List and Login/Logout when your space is created. Existing spaces must be manually edited as described below to add these items. |
To manually add these and other useful features to your space, follow the instructions described in detail below.
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Adding an Anonymous Signup form link
You can add the URL to an anonymous signup form for your tenant. Users can create a user account in your tenant using this published registration URL. The designer does not have to create the form, the URL shown below accesses the Add User Anonymous Register form included with . When this form is submitted, the user receives an activation email which enables the account.
You must check Anonymous Users in your tenant to take advantage of this feature. Also, there is an invisible control on this form which requires the tenant name. The form will not submit if this field is left blank. Append the _data parameter to initialize the control with your tenant name:
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If you are a cloud customer, follow these steps to add the Anonymous Signup form to your space menu:
- Edit the space menu.
- Click
- Add the URL shown below under the menu Tab where you would like the form to be displayed - remember to provide your tenant name in the _data parameter.
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If you are a in-house customer, follow these steps to add the Anonymous Signup form to your space menu:
- Edit the space menu.
- Click
- Add the URL shown below - remember to provide your server and port information and your tenant name in the _data parameter.
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Both in-house and online customers can add Operational Reports to an existing space by simply adding ** |<FREVVO_REPORTS> to the space menu. Follow these steps:
- Edit the space menu.
- Click
- Add the ** |<FREVVO_REPORTS> keyword to the space menu. In the example, the Operational Reports display under the Important Items tab,
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Of course, you can still embed your forms and workflows in your own website.