Section | |||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
|
...
Tip |
---|
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. |
Edit a Space
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 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.
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.
Tip |
---|
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. |
Show/Hide the Login/Logout Link
It is possible to hide the login/logout link in a space. You may want to do this if your users are accessing a space through your own portal using your own authentication system and the login/logout function is handled external to frevvo.
...
Relative URLs
Menu items are created using URLs relative to the application 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/Flows to the Space menu.
When you create a new space, you will see:
Code Block | ||
---|---|---|
| ||
* Important Items
** Task List|/frevvo/web/tn/mycompany/subject/{subject.id}/tasks?embed=true
** My Account|/frevvo/web/tn/mycompany/subject/{subject.id}/profile?embed=true&edit=true
** Shared Items|/frevvo/web/tn/mycompany/subject/{subject.id}/shared?embed=true&hidenav=true
*HR
** Expense Report|/frevvo/web/tn/mycompany/u/8aa27da6-4bef-427c-92e3-6ad8d58e506a/space/v73space/home?embed=true |
instead of
Code Block | ||
---|---|---|
| ||
Important Items
** Task List|https://app.frevvo.com:443/frevvo/web/tn/mycompany/subject/{subject.id}/tasks?embed=true
** My Account|https://app.frevvo.com:443/frevvo/web/tn/mycompany/subject/{subject.id}/profile?embed=true&edit=true
** Shared Items|https://app.frevvo.com:443/frevvo/web/tn/mycompany/subject/{subject.id}/shared?embed=true&hidenav=true
* HR
** Expense Report|https://app.frevvo.com:443/frevvo/web/tn/mycompany/u/8aa27da6-4bef-427c-92e3-6ad8d58e506a/space/mycompany/home?embed=true |
Edit a Space
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 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.
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.
Tip |
---|
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. |
Show/Hide the Login/Logout Link
It is possible to hide the login/logout link in a space. You may want to do this if your users are accessing a space through your own portal using your own authentication system and the login/logout function is handled external to frevvo.
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.
...
Click to edit the application tabs. You can use the editor shown below to add, delete, or rearrange the tabs in your space, and add or remove forms or flows from the drop-down tab menus. The editor uses this format:
- Text that begins 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
...
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:
** Expense Statement|http://192.168.1.68:8082is followed by a URL that identifies it. For example, the full entry for the Human Resources > Expense Statement form in this example is:
** Expense Statement|http(s)://<server>:<port>/frevvo/web/tn/mycompany.com/u/8aa27da6-4bef-427c-92e3-6ad8d58e506a/app/_N4cF4ZuwEeCwk5wyBHqHrQ/flowtype/_g6-MkJu5EeCwk5wyBHqHrQ?_method=post&embed=true
Tip |
---|
It is recommended that you use Relative raw link URLs when adding forms/flow to your Space menu. To make the URL above relative, remove the protocol, server and port information. |
...
mycompany.com/ |
...
u/8aa27da6-4bef-427c-92e3-6ad8d58e506a/app/_N4cF4ZuwEeCwk5wyBHqHrQ/flowtype/_g6-MkJu5EeCwk5wyBHqHrQ?_method=post&embed=true Notice there is only one forward slash - / - after the pipe symbol in the example. |
To add a form or flow name to a tab, you'll need its URL. Follow these steps:
- On the applications home page, click to edit the application that contains the form or flow you want to add.
- Click the button to open the Share Form panel for the form you want.
- 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.
Note |
---|
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. |
Forms/Flows displayed on the Space menu will only show the forms/flows which the logged in user is authorized to view.
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.
...
- after it.
- Click Finish to update the tab menus.
Note |
---|
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. |
Forms/Flows displayed on the Space menu will only show the forms/flows which the logged in user is authorized to view.
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 when you create a space show the tenant name hardcoded.
Tip |
---|
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.
Expand | ||||||||
---|---|---|---|---|---|---|---|---|
| ||||||||
|
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.
...
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:
...