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Settings
Specify General Settings for your form/workflow on the Settings tab.
Form/Workflow Name
This is the name you see on the Forms & Workflows Homepage where your forms are listed. We recommend giving your form/workflow a meaningful name, but keep in mind it is a working name only, so users will not see it. Form names longer than 255 characters will be truncated. 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. You can change the name on the Edit Settings#Settings Settings tab or in Form/Workflow editing mode.
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If the Form/Workflow Name is changed after the form has been deployed and has submissions, the original form name will still appear on the Task List and Recent Submissions tabs on the user dashboard. |
Description
By default all form descriptions say, “Edit the form/workflow to change this description,” but you can change this if you wish. You also see this description when you view individual submission documents. The Description is limited to 255 characters.
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The Search feature looks for both name and description, so use keywords that will help you find your form later. |
Navigation
(Workflow Settings only)
frevvo can automatically generate and display a navigation toolbar for your workflow which users can use to navigate back and forth between workflow steps. There are four available options:
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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 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:
- 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 displays in a bright blue color.
Refer to the precondition topic to see how to use them to skip a step in a workflow.
Mobile vs Desktop Behavior
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 two-step workflow where Step 1 has two Pagebreak controls and neither step has an assigned role/user. On the phone/tablet this translates into a screenflow with three pages for Step 1 and one page for Step 2. You can use the Previous button to get back to the Step 1.
However, on the desktop, there is no "Previous" button so once the workflow gets to Step 2, they must use the Navigation Toolbar to get back to Step 1. If the designer does not configure the Navigation Toolbar in this situation once the user gets to the second step in the workflow, there is no way to return to the first step.
Anonymous Screenflow Navigation
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.
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Let's consider a Job Application workflow with the following requirements:
Workflow Designer
The image shows an example of a possible screenflow design:
Use ModeAnonymous screenflow users return to a previous step by clicking on the Navigation Toolbar..
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Element Name
The default value for the Element Name property is form for newly created forms as well as workflows. The root element name in the submission xml of a form created from the designer palette is determined by the value in this field. It needs to be a valid XML element name. The designer can now change the name of the form without impacting the element name. Form The form schema and the generated frevvo generated xml file show the element name. When the form name is updated, and 'Element Name' is kept the same, previous submissions can be initialized successfully. When 'Element Name' is updated, previous submissions cannot be initialized.
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If you change the element name, all existing submissions will become invalid and you will see the error message. "Submission is not valid. An incompatible change was made to the form/workflow." |
Deployment
This field lets you toggle a form/workflow between two states: PRODUCTION and DEVELOPMENT. When a form/workflow is in the development state it contains a watermark. Deploying the form into the production state removes the watermark.
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Deployment to production is not available for trial accounts. Trial account designers who click Deploy will see this message:
Contact frevvo to upgrade your account. |
Tracking Id
When your form loads it will send a page view event to your Google Analytics account if you enter your Google account tracking ID into this form property. Please refer to Google's documentation for information about finding your Google Analytics tracking ID.
Tracking Url
(Form Settings only)
This property works in conjunction with the Tracking ID and was intended to make it easier to read the long URL's when trying to determine which form/workflow is being tracked using Gloogle Google Analytics. Full functionality will be available in a future release. Please contact Customer Support for the latest information on this feature. Tracking Url is not available for workflows at this time.
Save/Load
This feature allows logged in users to save a form or workflow step to their task list, so that they can work on it later. The Save button is displayed at the top of your form, or on the bottom of each step in your workflow. To remove the Save button, uncheck the Save/Load property.
This feature is useful for lengthy forms/steps where your users may not have all the information required to complete the form in a single session. When the user clicks the Save button, frevvo saves a copy of the form with all the current values on the form server. Saved workflows can contain invalid data and can also contain required fields with no values yet entered.
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Designers may find it helpful to set meaningful History Messages on each step of a workflow to help interpret the Audit Trail.
Save/Load Authentication
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The Save button label can be customized for each step in your workflow on the Settings tab of the Edit Step Properties wizard. For example, you can change the button text to 'Save for Later' to help clarify the function of the Save/Load feature to your users. Currently the Save button label for forms cannot be customized like it can for workflows. The ability to change this may be available in a future release.
Save
(Form Settings only)
This property is checked by default. When checked all submissions for this form will be stored in frevvo's submission repository. If you uncheck the checkbox, the submission will still be logged in the submission repository and you will be able to view the metadata about the submission (time/date submitted, success/failure conditions, etc...) but NO form field data is saved.
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The submissions repository can store your form data in three ways: 1) as data values, 2) as an xml document, and 3) as a PDF snapshot. By default for efficiency, data is only stored as xml. If you plan to export your form data to an Excel spreadsheet or plan to view your form data in the submission repository detail view, you must configure your form/workflows's Export Fields and Searchable Fields settings. Also see the documentation for viewing your data in submission repository. |
Save on Navigate
(Workflow Settings only)
Imagine you are entering data into a large screenflow and something happens that causes you to navigate away from the workflow... you just lost all your work! Checking the Save on Navigate property saves the task to your Task List. automatically frevvo automatically "bookmarks" your place in the workflow. You can go to your Task List or click the Task Perform URL in their Task Notification Email to retrieve the task and be returned to the screen where you were when the browser was closed.
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- A user in Role1 starts the workflow on Step A: does frevvo does not save because it is the FIRST step (if the user abandons the workflow in the browser it is as if it never existed).
- The user clicks next: saves frevvo saves BEFORE step B renders.
- The user performs Step B and C, then clicks next: does frevvo does not save because the workflow will already be saved in the PENDING state due to the new role assignment on Step D.
- Role2 performs Step D and clicks continue: no need to save here since the workflow is already saved in the PENDING state due to the new role assignment on Step E.
- frevvo will not save if the step is READONLY - this might be the case if the user navigates back to a previous step that was performed by a different user.
- frevvo will not save when the workflow navigates from an HTTP/Anonymous Task step to the next one.
- frevvo will not save when the workflow is completed, because it will already be saved in the SUBMITTED state.
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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 Edit Settings#SaveSave/Load feature in your workflow.
Printable
If you check a form's printable checkbox a print icon will be displayed at the top of your form. On workflows, the print icon will only be displayed on Summary steps. If you don’t want users to print your form, uncheck the checkbox to hide the print icon. You can control which form fields are visible in the PDF print view via the printable property on each field in your form. Refer to Printing Forms for more information about Print View/submission PDFs, including how to support international characters.
Save PDF
This property can only be checked if you also have the Save property checked. When checked, a PDF image of the file is also saved in frevvo's submission repository or to Google driveDrive. See submissions repository documentation for details on viewing the PDFs. Notice all controls, including those disabled or in a signed section, are no longer grayed out in the PDF.
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In the submissions, the PDF for the Onboarding of new hire Eric Armani is named as shown.
The designer The frevvo designer can specify the content of the headers, footers and the size of margins for the PDF for a form/workflow on the Styles tab. Refer to this documentation for the details.
Fast Finish
(Workflow Settings only)
The Fast Finish feature is very useful when you're filling out a lengthy screenflow. screenflows frevvo screenflows consist of multiple steps performed by the same person. The designer can select the Navigation Toolbar or add a Summary step as one of the steps to provide an easy way to move forward and backwards backward through the steps of a workflowa frevvo workflow.
Let's say a user needed to return to a previous workflow step to change entered data. The user clicks the step on the Navigation toolbar or the edit link in a Summary step and the workflow returns to the previous step so the user can make the change.
The Fast Finish feature provides a finish button, visible in use mode, in addition to the Submit and Save button (if Edit Settings#SaveSave/Load 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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If both the Fast Finish and Edit Settings#SaveSave/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.
Captcha
(Form Settings only)
This feature helps to protect your forms against spamming by automatic submitters. It is only supported for Forms. Check the Captcha checkbox to select it.
frevvo uses Google-provided Invisible reCAPTCHA. When using and submitting a form configured with Captcha, the reCAPTCHA logo is displayed in the lower right corner. In most cases, no further action is required by the user
Some less trusted users may see one or more challenge screens when attempting to submit a reCAPTCHA protected form. The challenge screens are grids of images and users are asked to choose the images matching a certain criteria. These are standard reCAPTCHA challenge screens and frevvo has no control over what is presented and when.
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The frevvo Cloud uses a custom reCAPTCHA key that is configured for Domain Name Validation providing maximum security. To implement the maximum possible protection from form spamming in your in-house environment, follow the steps listed in Administration of reCAPTCHA Keys.
Allow Sign Pad
(Form Settings only - for workflows, configure on Workflow Step Properties)
Check this checkbox if the form will be using an external signature pad, and leave it unchecked (default) if the form will not be using a signature pad. See Topaz Electronic Signature Pads topic for the models supported and configuration information.
Decorated
Decorated is checked by default when you create a new form/workflow. If you uncheck Decorated at the form/workflow level, newly added controls will have their control level decorator property unset, meaning no decorator. It will not remove the decorator from controls already in the form.
Force Auth
This property is used only by On Premise customers using the LDAP Security Manager with SSO. If this is checked, then the authentication the frevvo authentication mechanism will be in effect even when a user is already authenticated via SSO.
For example, if you leave force auth unchecked and your form is public in tenant, and you are already authenticated via SSO you will not have to login directly to to to frevvo to use the form. If instead, you check force auth will auth frevvo will force you to login log in directly even though you are already authenticated via SSO.
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This property is currently ineffective for tenants with any other security manager.
Show in History
If this checkbox is unchecked, tasks for the form will not appear in Tasks history searches. If you want them to appear, make sure this box is checked. Changing this property affects all tasks for this form, including ones that were created prior to the action.
Accessible
frevvo 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 this documentation for the details.
Show Logo
This property is checked by default and causes the “Powered by frevvo” logo to appear on your form. Uncheck the checkbox to remove the logo from your form.
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Use the Access Control tab to assign form permissions to users and roles in your tenant. The Access Control feature offers the designer frevvo designer increased flexibility when assigning access to forms/workflows and form/workflow submissions. Runtime access can be assigned to specific users and roles as long as they exist in your tenant. Also, the Access Control feature enables the designer to use templates to define user and role lists to dynamically control access.
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- 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.
Messages
Message Messages provide more information for users as they use a form or workflow. On forms, the single configurable message is Task Info, the description that gets displayed in the user's task list. Workflows also have a Pending Message field. Enter your customized text for each message in the appropriate field.
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When you save a partially filled form/workflow to continue it later, the saved form is accessed via your task list. This field controls the name that gets displayed in the 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. Before putting the task on your task list, will frevvo will resolve the Task Info string using the actual values of the FirstName and LastName fields e.g. "Vacation Request for Tom Smith". frevvo will truncate the Task Info data to 250 characters.
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This is the message that is displayed on the screen during a workflow when the next step must be performed by a different user/role and puts and frevvo puts it on that user's task list. For example, in an a Vacation Request workflow, the first step may be filled in by an Employee but the second step (approval) must be signed by a Manager. When the Employee clicks Continue, will frevvo will put the task on the Manager's task list and display this message on the Employee's screen. This message can use templatized strings for dynamic content, e.g. the message can be set to "Thank You {FirstName} {LastName}. Your request has been submitted to your manager for approval." 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 frevvo will resolve the pending message using the actual values of the FirstName and LastName fields e.g. "Thank You Tom Smith. Your request has been submitted to your manager for approval.".
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Use the Searchable Fields tab to set up fields from your form to use as task and submission search criteria. They also define which form data you will see in your submissions table, the order of the columns in the submissions table, and which data gets exported in the submissions CSV download. Follow the instructions below to setup set up the Searchable Fields for your form. Click the Submit button to save the changes.
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Setup Searchable Fields
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Use the Geo Location tab to set up your form to pull in a Google map and/or collect location information.
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New in frevvo in-house installations must obtain an API key in order to use this feature. Follow the steps listed here to obtain the key. |
You can capture the location where your form was filled in by turning on frevvo's Geo location feature. A forms knows it's current location and will submit that information when the form is completed. uses the frevvo uses the HTML5 GeoLocation api. The geo api is well supported on tablet, phone and recent laptop/desktop browser versions. This feature works on a desktop or any GPS capable mobile device.
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The Loc Timeout is the amount of time in seconds the location finder in the browser will search to find the location before it times out. The default value is 5 seconds. To capture additional information based on the location via a Business Rule or to embed a Google map in your form. you need a connection to google.com and you must check the Detailed Loc checkbox on the Properties panel. You will need to put a message control in your form where you want the map to display. Type f-map-div in the css class field on the message control Properties panel. This is a built in java script to display the map that cannot be edited.
The map will only display in use mode. 
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