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Tenant: mycompany User: designer Application: HR Form: Invoice |
Example 2:
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A designer must make changes to a form/flow in their company space at the request of a co-worker. The requesting employee logs into the company space, selects the form/flow from the menu and copies the form/flow instance URL from the browser. An opaque URL such as the one shown below is emailed to the designer. The designer can't remember what user, app, form/flow name that opaque url maps to and uses the lookup feature to find the form/flow they need to fix/enhance.
Paste the opaque URL into your browser. Remove everything after the uuid. Replace it with lookup after the slash. Press the Enter key. Login to the tenant (determined by the tenant name after the /tn in the URL) as an admin, designer or publisher user if presented with the login screen.
The uuid is converted to the user id of the designer who owns the space.
Login to the tenant as the specified user and edit the space menu to get the raw form/flow link. Remove everything after the formtype, flowtype, value in the opaque Raw Form/flow link. In the example shown, you would remove all characters starting with the question mark
Add /lookup to get the application and form/flow name
The workflow named Example 3 - PO for Sales Review is located in the tenant mycompany, in the designer user account, in the application Purchase Order Completed.
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Anonymous Access to Public Forms/Flows in Container Managed Tenants
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Private vs public appear to be a binary choice. Either no one has access unless you're logged into the account or everyone has access without the need to login. Another way to make the form accessible is to leave the form locked and share it via browser session restricted access. The API can generate form Urls that are only valid for the current browser session. The form Url generated in this way (not via the Share choices) cannot be passed to anyone outside of the session as it will not work
Embedding Forms in Your Website
can easily be added into your existing web site. The option above in the Share section explains the code you need to copy into your web .
It is important to note that while a logged in user is completing a form, the data from their session URL is visible to any session from the same user@tenant. For example, the user may copy and paste the session URL into a new browser tab where they are still logged in, which would load with the form data.
Embedding Forms in Your Website
can easily be added into your existing web site. The option above in the Share section explains the code you need to copy into your web page and the different ways that the forms can be added to your site.
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Data loss is possible if users filling in a lot of data in a long forms/flows close the browser ot tab without saving or submitting. Users are now If the Unsaved Changes Warning feature is configured, users will be warned of this situation before the data loss. This applies to use-mode forms and flows only, not edit mode. The warning only shows if there have been changes made to the form/flow. If there are no changes, then no warning is displayed. If the form/flow is Saved or the Save on Navigate feature is configured for a flow, then changes are saved and the warning is not produced on any attempt to close the browser.
The unsaved changes warning feature is not supported on iOS Safari and only partially supported on Chrome Android. You may notice some inconsistencies with workflows. Refer to the Unsaved Changes topic for the details.
This feature is not configured in the frevvo Cloud. In-house customers can turn off on the Unsaved Changes Warning feature with the frevvo.unsaved.warning property.
The warning behavior message is browser specific. The messages for Firefox, Chrome and Microsoft Edge are shown below:
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- A user makes a change on step 1 of a screenflow, selects continue but makes no change at all on step 2. They then immediately close the window. No prompt is displayed.
The Unsaved Data Warning will appear when performing a task from the Task List. For example,if you change some data and then click the Inbox icon
Turn on/off the Unsaved Changes feature for a form or flow instance
To turn off the unsaved warning feature for a particular form/flow instance, add the _unsavedWarning=true/false URL parameter to the Share URL. The default being true if not supplied. This is a way to turn off the unsaved warning feature for a particular form/flow instance
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Remember to add the ? at the end of the URL if this is the first URL parameter you are adding and the & at the end of the URL if there are other URL parameters already appended to the URL.
Designers may want to do this when developing/testing forms/flow.
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https://test-app.frevvo.com:443/frevvo/web/tn/mycompany/u/e5a0e839-1026-4bcf-92a0-5c8e4db9685e/app/_Sf71cMoREeeSeKphUs96Bw/formtype/_DPvGUNm-EeeN8JH6jZk5_Q/popupform?_unsavedWarning=false |
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https://test-app.frevvo.com:443/frevvo/web/tn/mycompany/u/e5a0e839-1026-4bcf-92a0-5c8e4db9685e/app/_Sf71cMoREeeSeKphUs96Bw/formtype/_DPvGUNm-EeeN8JH6jZk5_Q?_method=post&embed=true&unsavedWarning=false |
See URL Parameters for more information.
Unsaved Changes Warning Message Configuration Property
In-house customers can turn off on the Unsaved Data feature by adding the the frevvo.unsaved.warning property to the frevvo-config.properties file. Appending the _unsavedWarning URL parameter to a form/flow overrides the value set in this configuration property.
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