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If you share a space, you are essentially creating a website — anyone who has the URL can view the space. Whether or not someone can actually open a form or flow and use it depends on the Visibility property of the form. A form or flow must be Public for anyone to use it. An outside user will be blocked if he attempts to open a non-public form, and may even lose his session credentials with the space. Forms/flows must be deployed to production for them to automatically appear in an application tab menu. If the visibility of a form is restricted to a specific role via the ACL feature, the form/flow will not appear on the space menu unless the logged in user has been assigned that role or they are the designer.
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Notice the First and Last Names of the logged in user appear in the upper right corner.
Create a New Space
When you create a space, creates a tab on the space for each of your applications — and also adds Task List, My Account, Shared Items, Home and Login/logout tabs. Refer to the Space Content topic. The application tabs display a list all of all deployed forms/flows in that application; undeployed forms and flows are not included. For testing purposes, forms/flows with a visibility setting of private are added to the space menu if the user is logged in as a designer. A form/flow with a visibility set to public in tenant, cannot be accessed unless the user logs in to the tenant. If the visibility of a form/flow is restricted to a specific role via the ACL feature, the form/flow 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 an application has no forms/flows, doesn't create a tab for it.
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- Log in as the designer, and then click on Spaces .
- Click Click
to create a new space, enter a Space ID. The Space ID must be unique, start with a letter, cannot contain spaces or special characters and cannot exceed 16 characters. Non-ascii characters are not supported in a space id.
- Enter a Space Name - this name will display in the top right section of the space. The Space Name should not exceed 16 characters but you can type spaces here.
- Click Create.
The new space is added to the list. 
The spaces home page lists any spaces that you've already created. On this page, you can:
- Click
- Click
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- Click
- Click
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If you add or remove applications or add or remove forms or flows from applications, 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 applications, and all deployed forms, and flows. Customizations made to the space, such as adding your logo or HTML will have to be redone. If you do not want to redo your customizations, edit the Tab Menus manually. |
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Click to display your space in the space editor. The editor displays your space as it will appear if you share it with others. The editor also includes a Properties panel at the left of the space, a toolbar at the top with
Finish and Finish and
Cancel icons Cancel icons, and editing tools you can use for the three panels in the body of the space, the logo area, and the application and Task List tabs.
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Edit Space Properties
Use the Properties panel to edit the the space Name, choose a different Width, or apply a style to the space. If you change any of the properties, refreshes the space so you can see your changes.
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When calculating the width of your space, consider the width of your forms plus the added space needed to fully display your forms when performing a task from the Task List. Showing/Hiding the left panel may also be a factor. |
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The Login link checkbox is checked by default so when you create a new space the login link is visible. To hide it, uncheck the Login link checkbox.
The Login link will be checked when migrating Spaces from previous versions of .
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When you edit a panel, displays its contents. You can add your own content and format it using HTML tags. 
Modifying the Default Copyright Panel
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Your Copyright Notice. All rights reserved.
You can edit this content in the designer.
Click the icon icon to edit the content.
Click the icon icon to hide the panel.
Changing the Default logo
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You might want to change the default logo to your company logo. You can configure the frevvo.logo.URL parameter in the <frevvo-home>\tomcat\conf\Catalina\localhost\frevvo.xml file or you can unzip the <frevvo-home>\tomcat\webapps\frevvo.war file and modify the configuration parameter in the web.xml file with the URL to your logo file. Click here for a step by step procedure of how to modify these files. Modifying this configuration parameter will change the default logo to your image for all of including Spaces. |
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- Text that begins with a single asterisk is a tab name — * Human Resources is a tab name.
- Text that begins with two asterisks is a form or flow name — ** Expense Report is a form or flow name.
To add a new tab, type its name and begin it with a single asterisk. Use two asterisks for a form or flow name. Notice that a form or flow name is followed by a URL that identifies it. For example, the full entry for the Human Resources > Expense Statement form in this example is:
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To add a form or flow name to a tab, you'll need its URL. Follow these steps:
- On the applications home page, click
- Click the
- Click Raw form link to display the raw URL.
- Copy the URL, then in the tab editor, type a | character after the form name. Paste the form's URL after it.
- Click Finish to update the tab menus.
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Forms/flows in a space should be located on the same Server. They can be created by other designer users in same tenant or a different tenant. |
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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/flows, you must add a public URL to your space menu.
Notice the URLs generated in when you create a space show the tenant name hardcoded.
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space show the tenant name hardcoded.
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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 Flow using the Share URL
Let's say you created a Space or added a form/flow to your space and now you must find that form or flow to make changes to it. The Share URL for a form/flow can be used to determine the Live Forms designer account where a form/flow is located.
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Test a Space
Click to test a space. The space is displayed as it will look to anyone you gave its URL to. If a user has the correct credentials, he can fill out and submit forms and flows. Close the window when you're done testing.
Share a Space
Click to share a space. displays your space's URL — this is the link you distribute to those who you want to view your space. Remember, whether or not someone can actually open a form or flow and use it depends on the Visibility property of the form.
You may use either an http or https Space URL. However if you use https to access the Space then all the forms/flows in the space must also have https URLs. And if you use http to access the Space then all the forms/flows must all have http URLs. Spaces do not support a mix of http and https.
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.
Space Content
Your space contains links for your users to easily access any forms and flows your designers created in your tenant. Your space also automatically contains the following:
- 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. 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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Spaces can also contain form submissions. Copy/Paste the Shared Item URL and append the URL paramenter ?embed=true&hidenav=true. Here is a tab menu item link for Shared Items:
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The user must log into the space to see the shared items. And once logged in they will only see submissions for the forms and flows to which they have been granted either submission view or edit permission. The designer configures these permissions using the Access Control wizard. If a user is not authenticated to view the form/flow submissions, then the error message "Access Denied. Authentication Required." will display.
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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 thsi 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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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:
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Space URLs, appended with a locale parameter, take precedence over locales appended to individual forms/flows in the space. As expected, if no locale parameter for the space is found, the browser setting is used.
Spaces and Mobile Devices
You do not have to use Spaces to access your mobile forms but it is a convenient way to do so. Simply bookmark the space URL on your mobile device to access it. You can add icons to your forms and flows which will display on mobile devices when you access the space. Spaces can be a valuable tool for testing your forms/flow on the iPhone and iPad.
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Selecting the Excel export feature or Download to CSV features the when viewing submissions from the Shared Items tab (inside or outside of a space) on an IOS device (iPad,iPhone), may have to install require the installation of an application to edit and save .xls files. This requirement is browser specific. |
Refer to the Employee On Boarding tutorial for more information on Spaces and mobile forms design.
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