Manage Form and Workflow Templates

Form/Workflow Templates can be permanently removed from the database or forms can be added to the new form wizard which appears every time you create a new form by clicking the Image RemovedAdd icon on the Forms and Workflows Home Page. Login as the tenant admin. Click Manage Form/Workflow Templates or Home then Templates on the left sidebar. 

Click on the category or tag to display the list of published forms in a table with the following information: 

• The name of the form/workflow template and it's form/workflow ID i.e.ID: _J1XuIGF9EemFgY-aI39GrA.
• The description of the form/workflow template that was entered when it was published.
  • The tenant admin can test the template by clicking Image Removed (the Try icon)— the template displays as a fully functional form so you can enter and validate data before deciding whether you want to use it. Note the Try count in the Counts column will increase each time the Try icon is clicked.
  • Image Removed The Create icon adds the template to an project by selecting it from the dropdown.
  • The tenant admin clicks the Image Removedicon to remove the form/workflow template from the database.
  • If the published form is not added to the New Form  Wizard, clicking the Image Removed icon will add it. Notice Add to Wizard changes to Remove from Wizard. Click this to remove the form template from the wizard. The New Form wizard is only available for Forms.
• The type of template - Form or Workflow.
• The tags associated with the template when it was published.
• The categories the template was assigned to when it was published.
• The Install and download counts will increase each time an Installable template (selected by the frevvo global template administrator) is downloaded/installed from the frevvo website. The Try count increases each time the Try icon is clicked.
• The time/date when the template was published and the user id@<tenant name> who published it.

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This is how the New Form Wizard looks after the Expense Report, Vacation Request and Consultant Time Sheet templates forms are added.
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Tenant admins can promote published templates to make them available to any designer in the tenant, or remove templates. Please see the Manage Templates documentation for details. 

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Manage Control Templates

Control Templates, added by designers in a tenant, can be deleted from the database by the tenant admin. Click Manage Control Templates on the tenant admin page. There you will see the list of published controls and can remove them one by one.

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