Image Removed

Properties Navigator

Image Removed

...

• Click the  Edit Flow Properties icon on the Flow Designer toolbar. This will launch the Flow Properties wizard. It defaults to the Settings tab.
• Click anywhere in the General Settings section in the Properties Navigator. This takes you directly to the Settings tab.
• Click the the Image Modified inside the  General Settings section in the Properties Navigator. This takes you directly to the Settings tab.

Image Removed

• Select/enter the properties for your flow
• Click the Submit button to save the changes or navigate to another tab.

Image Added

Description

By default all flow descriptions say, “Edit the flow to change this description,” but you can change this if you wish. The description appears as a tool tip when you mouse over the area just to the right of the flow's share  icon on the Flows Home Page. You also see this description when you view individual submission documents.

...

Configuring the Save on Navigate feature enables the screenflow to be completed in multiple sessions.

Deployment

This field is a toggle that sets the state of your flow to production or development. Functionality is the same as Deployment for forms.

...

Saved flows can be monitored in the Submissions Repository. Saved flows can contain invalid data and can also contain required fields with no values yet entered. When such a flow is re-loaded the missing and invalid values are again flagged as such by . And the flow cannot be continued/finished until corrections are made to those fields.

...

Designers should refer to the Save and Load topic for the details.

Save on Navigate

Imagine you are entering data into a large screenflow and something happens that causes you to navigate away from the flowworkflow... you just lost all your work! . Checking the Save on Navigate property , saves the task to your Task List.  automatically "bookmarks" your place in the flowworkflow. Users  You can go to their your Task List to retrieve the task and they will   be returned to the screen where they you were when the browser was closed.

Let's say you have a screenflow with steps A > B> C and the user closes the browser at screen B. When the user performs the task from the Task List, the flow workflow will open up at step B.

Here is a short synopsis of when the current location is saved. Consider a flow workflow with the following steps/roles: Role1(A → B → C) → Role2(D) → Role3(E):

• The flow is instantiated and step A is renderedA user in Role1 starts the workflow on Step A:  does not save because it is the FIRST step (if the user abandons the flow workflow in the browser it is as if it never existed).
• The user clicks next:  saves BEFORE step B renders.
• The user performs Step B and C, then clicks next:  does not save because the role change will do a save to the db workflow will already be saved in the PENDING state due to the new role assignment on Step D.
• Role2 performs the taskStep D and clicks continue: no need to save here since the flow workflow is already saved in the db in the PENDING state.
• Role2 clicks continue:  saves before the step is rendered.
• state due to the new role assignment on Step E.
•  will not save if the step is READONLY - this might be the case if the user navigates back to a previous step that was performed by a different user.
•  will not save when the flow workflow navigates from an HTTP/Anonymous Task step to the next one.
•  will not save when the flow workflow is completed.

...

• , because it will already be saved in the SUBMITTED state.

When Save on Navigate is used on a screenflow with sequential steps performed by an anonymous user bring , it brings the user back to the flow workflow at the current/latest anonymous step if the Save on Navigate feature is selected. 

Configuring Save on Navigation

...

When checked a PDF image of the flow is saved in ' submission repository. See the documentation for the submissions repository for details on viewing the PDFs saved there.

...

1. Edit the flow in the flow designer.
2. Click on the Employee Information step. Click on the Image Modified Edit Edit Step Properties icon. Click the General Settings tab.
3. Check Fast Finish.
4. Repeat for all the steps in the flow where you want the Finish button to display.  
5. Save our changes.
   

...

If this checkbox is unchecked, tasks for the form or flow will not appear in Task History searches. If you want them to appear, make sure this box is checked. Checking or Un-checking it affects all tasks including ones that were created prior to the action. 

Accessible

Live Forms can frevvo can be used to build accessible forms/flows that meet Section 508 and WCAG 2.0 accessibility standards. Check the Accessible property to turn on this feature. Refer to the  Accessibility documentation for the details.

Show Logo

This property is checked by default and causes the “powered by frevvo” logo to appear on your flow. Uncheck the checkbox to remove the logo from your flow.

...

• Click the  Edit Flow Properties icon on the Flow Designer toolbar. This will launch the Flows Properties wizard. Click the Access Control tab.
• Click anywhere in the Access Control section in the Properties Navigator. This takes you directly to the Access Control tab.
• Click the the Image Modified inside the Messages section in the Properties Navigator. This takes you directly to the Access Control tab.
• Enter the users and roles for the permissions provided.
• Clicking on the down arrow(s) show a list of users, roles and templatized fields from your form. Select the users/roles from the dropdown.
  
  • Type the opening curly brace - {- followed by the control name to enter a field from your form as a template. Selecting an option enters the control name into the field with the closing curly brace.
• Click the Submit button to save the changes or navigate to another tab.

...

Messages

Task Info

When you save a partially filled flow to continue it later or when  puts a task on your task list as part of a workflow, the task is accessed via your task list. This field controls the name that gets displayed in the user's task list. For more details, see the Tasks documentation. This field can use templatized strings  for dynamic content, e.g. the Task Info can contain "Vacation Request for {FirstName} {LastName}" where FirstName and LastName are the names of fields in a form from a prior step in the flow. Before putting the task on a user's task list,  will resolve the Task Info string using the actual values of the FirstName and LastName fields e.g. "Vacation Request for Tom Smith".  will truncate the Task Info data to 250 characters.

You access your Task List from your applications home page. You use the Task list to to perform tasks assigned to you, to view a task's history, or search for tasks you've participated in — a tenant admin can also search for other users' tasks.

Pending Msg

This is the message that is displayed on the screen during a workflow when the next step must be performed by a different user/role and  puts it on that user's task list. For example, in an Vacation Request workflow, the first step may be filled in by an Employee but the second step (approval) must be signed by a Manager. When the Employee clicks Continue,  will put the task on the Manager's task list and display this message on the Employee's screen. This message can use templatized stringsUse the Messages tab to set up the Task Information and the Pending Message for your workflow.

You can access the Messages tab in three ways:

• Click the Image Added Edit Flow Properties icon on the Flow Designer toolbar. This will launch the Flows Properties wizard. Click the Messages tab.
• Click anywhere in the Messages section in the Properties Navigator. This takes you directly to the Messages tab.
• Click the Image Added inside the Messages section in the Properties Navigator. This takes you directly to the Messages tab.
• Enter the text for the Task Information and Pending Message.
• Clicking on the Image Addeddown arrow(s) show a list of users, roles and templatized fields from your form. Select the users/roles from the dropdown.
  
  • Type the opening curly brace - {- followed by the control name to enter a field from your form as a template. Selecting an option enters the control name into the field with the closing curly brace.
• Click the Submit button to save the changes or navigate to another tab.

Image Added

Task Info

When you save a partially filled flow to continue it later or when  puts a task on your task list as part of a workflow, the task is accessed via your task list. This field controls the name that gets displayed in the user's task list. For more details, see the Tasks documentation. This field can use templatized strings  for dynamic content, e.g. the message can be set to "Thank You Task Info can contain "Vacation Request for {FirstName} {LastName}. Your request has been submitted to your manager for approval." where FirstName and LastName are the names of fields in a form from a prior step in the flow. Before putting the task on a user's task list,  will resolve the pending message Task Info string using the actual values of the FirstName and LastName fields e.g. "Thank You Vacation Request for Tom Smith. Your request has been submitted to your manager for approval.".

This property can be set at the flow or flow step level. If you set up a message at the flow level, it will display after the Continue button is clicked on each step of the flow except for the last one. On the last step, you will see the default message, "Thank You!. Your submission has been received" unless you customized the message using the Form Action wizard.

To set up a message at the flow level, follow these steps:

1. Click the Image Removed icon for your flow on the Flow Home page.
2. Click the Toolbar to display the flow properties pane.
3. Type your message in the Pending Msg box.

This will work if you want the same message to display for all of the steps of your flow. Typically, designers want to display different customized messages after each step. If this is the case, you must set the Pending Message at the flow step level.

Searchable Fields

Setup Searchable/Summary Fields

Searchable fields configured for a form or flow are the fields that may be used to filter submissions in the submissions view. By default, all your data is saved as an XML document. This is the most efficient way to store/access your data both in terms of speed as well as storage. However, if you prefer to view your data via the submissions user interface, you can choose which fields are available to the user as search criteria in addition to the XML data.

Considerations when deciding which types of fields to configure are listed below.

...

Searchable fields are indexed for easy search of form/flow Submissions. They can also be used when searching Tasks on a user's Task List. You will see the controls designated as Searchable fields in the Submissions table. This is helpful when trying to locate a particular submission from a long list. They are downloaded into the Export Submissions to a CSV file along with the submission default columns. The default for the maximum number of Searchable fields is 10. In-house customers can change change the default value by adidng the frevvo.max.searchable.fields configuration parameter to the <frevvo-home>\tomcat\conf\Catalina\localhost\frevvo.xml file.

...

Designers should carefully consider which fields to designate as Searchable fields. The selection of the correct fields as search criteria can be very helpful with submission and Task List searches.

Clicking on the Setup Searchable/Summary fields link displays a wizard. The wizard displays the fields from your flow on the Available Fields tab . Drag and drop or use the arrow keys to move the available fields to the Searchable Fields list. If the Legacy Submissions view is configured, designers will see a Saved fields tab listing the fields used for the Export to Excel feature. The Saved Fields tab will not display when the Legacy Submissions view and the Export to Excel feature are removed in the next major release.

Please refer to the Setup Searchable Fields documentation for forms for information about how the wizard works.

Flow Actions

Document Actions

Styles

...

Summary Fields

Check the individual fields to select the fields you want to appear in the Summary view if you have a Summary step in your flow.Only checked fields will appear in the Summary. There are also two checkboxes labeled "All" and "None" which will show all the fields or none of the fields, respectively.

These controls are excluded from the Summary Fields list:

• Signature
• Formviewer
• PageBreak
• Message
• Link
• Trigger
• Image
• Video

...

".  will truncate the Task Info data to 250 characters.

You access your Task List from your applications home page. You use the Task list to to perform tasks assigned to you, to view a task's history, or search for tasks you've participated in — a tenant admin can also search for other users' tasks.

Set the Task Information on the Flow level if you want it to be the same for all the steps in your flow. If you want different text, then customize the Task Information on the workflow step.

Pending Msg

This is the message that is displayed on the screen during a workflow when the next step must be performed by a different user/role and  puts it on that user's task list. For example, in an Vacation Request workflow, the first step may be filled in by an Employee but the second step (approval) must be signed by a Manager. When the Employee clicks Continue,  will put the task on the Manager's task list and display this message on the Employee's screen. This message can use templatized strings for dynamic content, e.g. the message can be set to "Thank You {FirstName} {LastName}. Your request has been submitted to your manager for approval." where FirstName and LastName are the names of fields in a form from a prior step in the flow. Before putting the task on a user's task list,  will resolve the pending message using the actual values of the FirstName and LastName fields e.g. "Thank You Tom Smith. Your request has been submitted to your manager for approval.".

This property can be set at the flow or flow step level. If you set up a message at the flow level, it will display after the Continue button is clicked on each step of the flow except for the last one. On the last step, you will see the default message, "Thank You!. Your submission has been received" unless you customized the message using the Form Action wizard

This will work if you want the same message to display for all of the steps of your flow. Typically, designers want to display different customized messages after each step. If this is the case, you must set the Pending Message at the flow step level.

Searchable Fields

Use the Searchable Fields tab to specify the flow fields you want to use to search Submissions and Tasks.

You can access the Searchable Fields tab in three ways:

• Click the Image Added Edit Flow Properties icon on the Flow Designer toolbar. This will launch the Flows Properties wizard. Click the Searchable Fields tab.
• Click anywhere in the Searchable Fields section in the Properties Navigator. This takes you directly to the Searchable Fields tab.
• Click the Image Addedinside the Searchable Fields section in the Properties Navigator. This takes you directly to the Searchable Fields tab.
• Select the Searchable Fields for your flow.
• Click the Submit button to save the changes or navigate to another tab.

Image Added

Setup Searchable Fields

Searchable fields configured for a flow are the fields that may be used to filter submissions in the submissions view. By default, all your data is saved as an XML document. This is the most efficient way to store/access your data both in terms of speed as well as storage. However, if you prefer to view your data via the submissions user interface, you can choose which fields are available to the user as search criteria in addition to the XML data.

Considerations when deciding which types of fields to configure are listed below.

• Searchable fields are indexed for easy search of form/flow Submissions. They can also be used when searching Tasks on a user's Task List. You will see the controls designated as Searchable fields in the Submissions table. This is helpful when trying to locate a particular submission from a long list. They are downloaded into the Export Submissions to a CSV file along with the submission default columns. The maximum number of Searchable fields is 20 in the frevvo Cloud. In-house customers can change the default value by adding the frevvo.max.searchable.fields configuration parameter to the <frevvo-home>\tomcat\conf\Catalina\localhost\frevvo.xml file.

• Saved fields do affect performance as they are independently stored in addition to XML data. This can significantly reduce performance, especially for large forms and require additional storage in the repository. Saved fields are not rendered in the submission table and cannot be used as search criteria for submissions. The only reason to configure Saved fields is if you want to use the Export to Excel feature which is available on the Legacy Submissions view
  
  

Designers should carefully consider which fields to designate as Searchable fields. The selection of the correct fields as search criteria can be very helpful with submission and Task List searches.

The wizard displays the fields from your flow on the Available Fields tab . Drag and drop or use the arrow keys to move the available fields to the Searchable Fields list. If the Legacy Submissions view is configured, designers will see a Saved fields tab listing the fields used for the Export to Excel feature. The Saved Fields tab will not display when the Legacy Submissions view and the Export to Excel feature are removed in the next major release.

Flow Actions

The Flow Action wizards help set up what the user sees when the form is submitted.

You can access the Flow Action tab in three ways:

• Click the Image Added Edit Flow Properties icon on the Flow Designer toolbar. This will launch the Flow Properties wizard. Click the Flow Actions tab.
• Click anywhere in the Flow Actions section in the Properties Navigator. This takes you directly to the Flow Actions tab.
• Click the Image Addedinside the Flow Actions section in the Properties Navigator. This takes you directly to the Flow Actions tab.
• Set up the Form Actions for your flow.
• Click the Submit button to save the changes or navigate to another tab.

Success

The Flow Actions available on the Success tab are:

• Display Message when User Submits Form

• Forward Users to a web page of your choice

• Post Data and forward users to your web page

Image Added

Refer to Form and Doc Action Wizards for the details.

Error

The Flow Action Wizards available to handle errors are:

• Display Message if an error occurs
• Forward users to an error page of your choice

Image Added

Refer to Form and Doc Action Wizards for the details.

Document Actions

The Document Action wizards help set up what happens to the data when the form is submitted.

You can access the Document Action tab in three ways:

• Click the Image Added Edit Flow Properties icon on the Forms Designer toolbar. This will launch the Forms Properties wizard. Click the Document Actions tab.
• Click anywhere in the Document Actions section in the Properties Navigator. This takes you directly to the Document Actions tab.
• Click the Image Added inside the Document Actions section in the Properties Navigator. This takes you directly to the Document Actions tab.
• Set up the Document Actions for your flow.
• Click the Submit button to save the changes or navigate to another tab.

The designer can choose to:

• Send Documents
• Send Data
• Send an Additional Email

Image Added

Send Documents

The Document Action wizards available on the Send Documents tab are:

• Do Nothing
• Send Email
• POST data to your web application
• Send to ImageSilo or PaperVision Enterprise
• Send to Google Drive
• Send to File System
• Send to SharePoint

Image Added

Send Data

The Document Action wizards available on the Send Data tab are:

• Do nothing
• Post Submissions to a Google Sheet
• Manually set document URIs

Image Added

Additional Email

This wizard allows you to send a second email when the form is submitted.

Image Added

Refer to Form and Doc Action Wizards for the details.

Styles

Select style, layouts and customize the flow PDF on the Style tab.

You can access the Styles tab by:

• Click the Image Added Edit Flow Properties icon on the Flow Designer toolbar. This will launch the Flow Properties wizard. Click the Styles tab.
• This tab does not display in the Properties Navigator
• Select a style, layout and customize the flow PDF header/footer, if desired.
• Click the Submit button to save the changes or navigate to another tab.

Image Added

Summary Fields

Check the individual fields to select the fields you want to appear in the Summary view if you have a  Summary step in your flow.Only checked fields will appear in the Summary. There are also two checkboxes labeled "All" and "None" which will show all the fields or none of the fields, respectively.

You can access the Summary Fields tab by:

• Click the Image Added Edit Flow Properties icon on the Flow Designer toolbar. This will launch the Flows Properties wizard. Click the Summary Fields tab.
• This tab does not display in the Properties Navigator
• Make the selections for your flow.
• Click the Submit button to save the changes or navigate to another tab.

Image Added

These controls are excluded from the Summary Fields list:

• Form Viewer
• Image
• Link
• Message
• PageBreak
• Panel
• Repeat
• Section
• Signature
• Tab
• Trigger

Saved Fields

Set up Saved Fields for your flow on the Saved Fields tab. Be sure to read the information below first.

• Access the Saved Fields tab by clicking the Image Added Edit Flow Properties icon on the Flow Designer toolbar. This will launch the Flow Properties wizard. Click the Saved Fields tab.
• This tab does not appear in the Properties Navigator.
• Select the Available Fields and use the arrow buttons to move them to the Saved Fields list. Drag and drop is available for some browsers.
• Hover over a field in the list to see the step of the workflow where the control is located.
• Click the Submit button to save the changes or navigate to another tab.

Image Added

Refer to Submissions Stored Inside of frevvo - Legacy View for the details about the Legacy Submission view and the Export to Excel feature.