...
Settings
Click the Settings button (highlighted in blue in the screenshot below) in the Guided Designer. The Settings panel displays – as you can see, workflows have a large an enormous number of configuration options. Let's customize a couple of properties.
Document Actions
Click the Document Actions tab. This allows you to customize what happens when to your data when the workflow is completed.
- Select Send Email.
- In the To field enter {email}. This is a template that's dynamically resolved at runtime to the email address entered into the form.
- Modify the Subject field to "Purchase order from {firstName} {lastName}". Once again, we are using templates to make the subject dynamic.
- Modify the Message field to "Your purchase order was approved and processed by Finance. A PDF is attached to this email for your records."
- In the Send Snapshot drop down, select PDF.
Styles
Click the Styles tab. This allows you to customize the on-screen and print styles.
- In the Print Margins Top, Bottom, Left, and Right enter 2cm (no space between the 2 and the cm).
- In the Print Footers Center enter "{FREVVO.PRINT_PAGE_NUM} of {FREVVO.PRINT_PAGE_COUNT}". These are built in templates that dynamically enter page numbers in the generated PDF.
...
Some commonly examples are setting up access control, customizing messages, styling the look & feel, and more.
- Check the Save PDF box in the main Settings tab.
- Leave the PDF Name box that appears blank. frevvo will generate a default name.
| Tip |
|---|
You can customize the name of the PDF using form data, add page breaks and style it (Styles tab). You can email this PDF, save it to document management systems etc. It's automatically saved by frevvo when the above box is checked. |