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Properties Navigator Click the workflow name (or select Edit from the Action Menu) on the Forms and Workflows Home page to open the workflow in the Workflow Designer. The Properties Navigator panel displays in the lower-left portion of the Form Designer. This panel shows information about important properties setup for this workflow step. Not all of the configured properties are shown in this view. Open the Workflow Properties wizard by: - Clicking inside a section or clicking on the Edit Workflow Properties icon in a section of the Properties Navigator. This immediately displays the property tab for editing.
- Clicking theEdit Workflow Properties icon in the Workflow Designer toolbar
The Properties Tabs work the same way whether you open them from the Navigator or from the Workflow Designer toolbar. Here is what you need to know: - If you are working on several tabs at one time, you can navigate to other tabs and make changes there. Use the left and right arrows at the top of the screen to display additional tabs. You must click the Submit button when you are finished configuring Step Properties to save your changes. Remember to save the workflow.
- will validate the Property Settings when you click Submit. If a property value is invalid, the tab(s) will not close and a message will display telling the designer that there are corrections to be made before saving. The screen will stay on the current tab if there is a validation error. Otherwise, another invalid tab will be auto selected (starting from left to right) if another tab needs attention. Tab labels with invalid entries display in red.
- Clicking on the Cancel button closes the tab(s). You will be asked to confirm if any changes were made.
- Hover over any field on the Properties tabs to see a helpful hint providing information about the property. Some fields contain instructions to guide you.
- Clicking on the Image Modified down arrow for a property shows an unfiltered list of choices applicable to that property. For some properties, you may see templatized controls from your workflow and workflow/special templates provided in .
- In some cases, you can type ahead to narrow down the list. Use the up/down arrows, the Enter key or click an option with your mouse to select an option. Use the Backspace, Delete or click the x on a selected property to delete it.
- Typing a opening curly brace into some fields, followed by the name of a control, show a list of the fields in your workflow that match the entered text and will be added to the field as a control template.
- On some tabs, you may have to slide the toggle to the right to turn on a feature.
Each workflow property setting is described below. |
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Configuring the Save on Navigate feature enables the screenflow to be completed in multiple sessions.
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Let's consider a Job Application workflow with the following requirements: - The workflow is going to be performed by anonymous users. Anonymous users do not sign in to .
- The anonymous user receives an email that includes a link to the workflow.
- The workflow must collect a lot of information from the applicant: Contact Information, Education and Employment history, References and more. You can create one long form or design a screenflow with an Anonymous Task step and subsequent steps as separate screens to collect the information.
- The user must have the option to compete the screenflow in multiple sessions. Clicking on the email link takes the user back to the last step in the screenflow where the Continue button was clicked.
- The user must be able to navigate back to previous steps to review or update information that was previously entered.
Workflow Designer- The Save on Navigate checkbox is checked and the Navigation Toolbar is configured on the Workflow Property Panel
- Step 1 of the screenflow has a field named EmailAddress that collects the applicant's email address.
- Step 2 is assigned to an email address. This is the first step that is performed by the anonymous user.
- All remaining steps in the screenflow are designed to collect the applicant's information: Contact Info, Education and Employment history, references etc. Remember, the anonymous user does not login to perform these steps so they cannot have a role, dynamic role or user property assigned to them.
The image shows an example of a possible screenflow design: Image Modified Use ModeAnonymous users return to a previous step by clicking on the Navigation Toolbar if the workflow contains a screenflow performed by an anonymous user. Image Modified |
Deployment
This field is a toggle that sets the state of your workflow to production or development. Functionality is the same as Deployment for forms.
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Users can go to their Task List to retrieve the task and they will be returned to the screen where they 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 workflow will open up at step B.
Here is a short synopsis of when the current location is saved. Consider a workflow with the following steps/roles: Role1(A → B → C) → Role2(D) → Role3(E):
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- Edit the workflow in the Workflow designer.
- Click on the Employee Information step. Click on the Edit Step Properties icon. Click the General Settings tab.
- Check Fast Finish.
- Repeat for all the steps in the workflow where you want the Finish button to display.
- Save your changes.
If the steps in your workflow consist of forms and/or a summary step, Fast Finish forwards through the steps of your workflow until it hits one of the terminating conditions listed above.
Let's consider the Employee On Boarding workflow as an example. This workflow consists of a screenflow that is filled in by the new employee:
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The Fast Finish button on an iPhone or iPad is accessed via a dynamic action menu that is activated by the right-most button in the top button bar. The action menu drops down below the button and floats above the form. If Fast Finish is not selected for the workflow or on the current step, then the action button and menu are not present at all.
Refer to this feature announcement for more information.
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If this checkbox is unchecked, tasks for the form or workflow 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 be used to build accessible forms/workflows 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 workflow. Uncheck the checkbox to remove the logo from your workflow.
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- Click the Edit Workflow 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 Modified 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 workflow.
- Click the Submit button to save the changes or navigate to another tab.
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- Access the Saved Fields tab by clicking the Edit Workflow Properties icon on the Workflow Designer toolbar. This will launch the Workflow 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.
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Saved Fields tab This Saved Fields tab displays only when the Legacy Submissions view is configured as it is in the cloud. The only reason to configure Saved Fields for a form/workflow is if you want to use the Export to Excel which is only available in the Legacy Submissions view. Remember, Saved Fields are stored in the database when the form/workflow is completed. This can significantly reduce performance, especially for large forms and require additional storage in the repository.
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The Export of submissions to Excel feature has been replaced by the Download to CSV. If you have not used the Export to Excel feature in the past, we recommend that you become familiar with the Download to CSV . You can still use the Export to Excel feature by accessing it from the Submissions Legacy view. However, the Legacy Submissions view and the Export to Excel may be removed in a future release. |
In-house customers can choose to hide the Legacy Submissions view with a configuration parameter. If the Legacy submission view is not visible, the Saved Fields tab is not displayed in the Form/Workflow Designers and the Export to Excel feature is not available. |
Refer to Submissions Stored Inside of Live Forms - Legacy View for the details about the Legacy Submission view and the Export to Excel feature.
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