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Wizards make it easier to configure what happens to the data when a user submits your form and what the users see after submitting the form. Configure Form Actions (what the user sees) and Document Actions (what happens to my data) on the associated tabs in the Settings wizard.
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The wizards help guide you through the configuration process. Many of the wizards allow you to use form controls as templates to dynamically create personalize what the users user sees rather than hard coding this. See the section on using templates in form/doc/error actionsUsing Templates for full details. Hover over any field in the wizards for a helpful hint.
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After the user submits the form/workflow, the browser will display a standard page standard frevvo page with a text message. For example, the message might say, “Thank you for completing our form.” You supply the specific text in the Message field. This option works best for relatively brief messages. It can be tricky to enter or edit large amounts of text in the wizard's Message field, so for verbose messages consider creating a simple HTML page for your message and choosing the Forward User to your Web Page wizard.
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The message can be customized, using the wizard's control dropdown, with values the user enters into the form. For example, if your form contains a fields named firstName and lastName, you can set your message to "Thank you {firstName} {lastName}". Now when a user submits the form the controls templates {firstName} and {lastName} will automatically be replaced with field values "Thank you Joe Smith". See using templates in form/doc/error actions Using Templates for full details.
Another useful message is to display a link back to the form. For example the display message:
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Javascript is not allowed in the display message. Plain text, HTML, html and control templates are allowed. Anything else will break the message and nothing will be displayed. |
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After the user submits the form/workflow, the browser will be redirected to another URL, which you supply in the URL field. You must include the http:// prefix (e.g., http://myhost.com/thankyou.html). The project can have a Form Action Base URL which you set in the project properties. For example, you can have http://myhost.com/ in the project project baseURL and simply “thankyou.html” in the Form Action URL field.
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You can forward the user from one form one frevvo form to another by specifying the raw URL of the second form in one of the Form Action wizards in the first form. When the user clicks Submit on the first form, you can choose to:
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Replace the values in the <> brackets in the examples with your values. (These parameters are explained below.) You can also substitute the value of a form control in the below URLs using templates, for example: to use a control named "amount" in the URL, configure it as:
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Open the workflow properties, and select the Workflow Actions tab. Click the Forward Users to a webpage of your choice radio button. Add the URL (configured like this example) to the URL field. After the last step is submitted, the user will be redirected to PayPal for payment processing.
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This example uses the raw share link for the workflow in the &return= and &cancel_return= URLs. These will redirect the user to a new instance of the workflow. |
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If you need PayPal integration in specific step of a workflow, add a link control in that step with above URL and set return URL pointing back to current step of the workflow using built-in data. They can then submit the step and the workflow will continue as designed.
Error
These wizards optionally allow you to customize what the user sees if an error occurs. You can either display a message or forward users to a web page of your choice. The wizards behave exactly like the corresponding Form Action wizards above. The Display message can be customized to display the actual error that occurred by adding the special {_frevvo_root_cause_msg} template to your message text. This is helpful for debugging, especially if your are using Onlineusing frevvo Online.
Display Message if an error occurs
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Forward users to an error page of your choice
Document Actions
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The wizards help guide you through the configuration process. Many of the wizards allow you to use form controls as templates for dynamic behavior. See the section on using templates in form/doc/error actionsUsingTemplatesinForm/Doc/ErrorActions for full details. Hover over any field in the wizards for a helpful hint.
See Doc URI WizardsDocURIWizards below for details on using the wizards to configure doc URI settings. Please also refer to the processing submissions tutorial.
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- Send Documents
- Send Data
- Additional Email
Send Documents
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- Do nothing with the data
- Email the data to an email address
- Post the form data to your web application
- Save the data to a Google Document
- Save the submissions the frevvo submissions to a local or remote filesystem using the Filesystem connector.
- Save submissions to a SharePoint site
- Save submissions to an External System such as Docuware
The wizards help guide you through connecting your forms/workflows to various destinations. Many of the wizards allow you to use form controls as templates to dynamically configuring configure wizard parameters. For example, you can dynamically set the email address to send the data to instead of hard coding an email address. See the section on using templates in doc action/doc URI wizards for full Using Templates for full details.
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Doc action wizards are single select. If you set up one of the wizards then configure an action using a second wizard, the information configured on the first wizard will no longer display. This is as designed. Let's say you want to send an email after your form/workflow is submitted but you are also using the Filesystem connector to save your submissions to a directory on a local server. You configure the Filesystem connector wizard to do this. Then your configure the Email data to a specified address wizard to send the email. If you return to the Filesystem connector wizard, after configuring the email wizard, the information that you entered on the Filesystem connector screens will no longer display. In this situation, you can use the email wizard on the Additional Email AdditionalEmailWizard tab to configure your email |
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This is the default option, which simply stores the data in in frevvo's submissions repository. (The other options also store the data in the repository but provide additional functionality.)
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- View the submissions using the submission repository.
- Save submissions to a Google spreadsheetSaveSubmissiontoGoogleSpreadsheet.
- Save submissions to your own database or other backend system using Manual Doc URIsManuallysetDocumentURIs
- Use the form action wizard to post data then forward to your web pagePostDatathenForwardtoWebPage
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| The form's save property controls whether or not your form submission data is also stored in in frevvo's submission repository |
Send Email
When the form/workflow is submitted, will frevvo will send an email message with the following selectable options attached. These include submission data, an XML document, an image of the filled form/workflow, attachments uploaded to the form/workflow, and any, all, or none of the Generated Forms (mapped PDFs) associated with your form/workflow.
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Enter destination email addresses in the To: Reply to: Cc;, Bcc: fields. The email can be sent to multiple addresses separated by a comma or a semicolon. The "To:" email address is required. All other email fields are optional.
Tip The tenant admin can configure the from email address on the tenant admin's Edit Tenant page. If you want an email to show a different From:address than what is configured on the Edit Tenant page, enter that address in the From: field. You can enter a static address or use templates to make the the address dynamic. The From address replaces the default no-reply@… , an address configured on the Edit Tenant screen or any settings in web.xml or frevvo.xml config files for In-house customers.
You can even use the standard internet address convention, for example: From: frevvo Client Services <services@frevvo.com>, so that your emails appear in people's inboxes looking like this:
- Customize the email body and Subject text in the Message field. You can use HTML and templates.
- Send the form/workflow data as a PDF attachment or other image type using the Send Snapshot dropdown. The image type options are PDF, PNG or JPG. Select the blank option from the dropdown to exclude this attachment in the submission.
- Attach an XML data document using the Data checkbox. This checkbox is checked by default. Uncheck it to exclude the XML data document in the email.
- Files uploaded to your form/workflow are included if the Attachments checkbox is checked. This checkbox is checked by default. Uncheck it to exclude attachments in the submission.
If you have Pixel Perfect mapped PDFs (ex: W-4, I-9 etc…) associated with your forms/workflows, choose the action you want to take from the Send Generated PDF Forms control,
Check All to send all the mapped PDFs. This is the default value.
Check None to send none of the mapped PDFs
Check Select to display a list of all the mapped PDFs associated with your form/workflow. Click the ones you want to be part of the submission. Click again to deselect. again to deselect.
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The frevvo Cloud server limits email attachment size to 25MB and the total email size to 30 MB. If your uploads or mapped PDFs are larger than this, the email will fail to send. To prevent this, limit the Upload control max size and/or min # properties in your form The built-in PDF Snapshot will automatically be optimized to a smaller size if it contains images or other large data. |
See Email Integration for further details.
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When the form is submitted, POSTs frevvo POSTs the document set to the specified URI and ignores any returned XHTML or redirect. This option may be used for the additional processing of data. Use form action postPostDatathenForwardtoWebPage if you want to both submit data to your URI and forward to a web page or display returned XHTML.
Fill in the Post Data to your web application wizard with the following information:
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If a form is configured to Post Data to a web application and it does not reach it's intended destination successfully, notifies frevvo notifies the tenant admin of the failure via an email. If there are users given the workflow admin permission for the workflow, they will receive the email instead of the tenant admin. |
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Send to External System
You can connect for forms/workflows to a a frevvo-provided connector that your admin has configured in the Manage Connectors page using the Send to External System doc action. The connectors currently available are the Docuware Connector and the DocuShare® Flex Connector.
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Send Data
Using these wizards you can:
- Do Nothing
- Post submissions to a Google Spreadsheet
- Manually set document URIs - to connect to database and other back-end systems
The Send Data wizards enable you to manually set a URI to which the data will be sent when your form is submitted.
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Post Submissions to a Google Sheet
supports frevvo supports direct connectivity with Google Spreadsheets. This wizard allows you to save submissions directly into Google Spreadsheets. It also provides additional assistance in setting up the login to your Google account and in selecting the spreadsheet.
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See the the frevvo Save your Submissions to a Google Sheet for details.
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If a form is configured to post data using a manually set document URI and it does not reach it's intended destination successfully, notifies frevvo notifies the tenant admin of the failure via an email. If a workflow does not reach the web application successfully, the workflow administrator(s) - if configured - receive the email instead of the tenant admin. |
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When the form is submitted, can frevvo can send an additional email message with optional XML document(s) , an image of the filled form, attachments and Pixel Perfect PDFs (referred to as Generated Forms),
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Set up the Save to Google wizard. Then use the Additional EmailAdditionalEmail tab to configure the email to the IT department.
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An email notification is sent to all tenant administrators or the workflow administrator(s) (if configured) when a Form Action post, DOC URI or DOC Action fails and the submission does not reach it's intended destination. When the form/workflow is submitted, the user sees the message "Thank You! Your submission has been received." and then the appropriate admin is notified via email. The email is sent when the following Form/Doc actions are configured in a form/workflow:
- Form Action
- Doc Action
This is not applicable to the email doc action since it is asynchronous and the notification would fail if the service were unavailable. Refer to each topic for more information.
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Doc action wizards are single select. If you set up one of the wizards then configure an action using a second wizard, the information configured on the first wizard will no longer display. This is as designed. Let's say you want to send an email after your form/workflow is submitted but you are also using the Filesystem connector to save your submissions to a directory on a local server. You configure the Filesystem connector wizard to do this. Then your configure the Email data to a specified address wizard to send the email. If you return to the Filesystem connector wizard, after configuring the email wizard, the information that you entered on the Filesystem connector screens will no longer display. In this situation, you can use the email wizard on the Additional Email AdditionalEmailWizard tab to configure your email. Refer to How to setup Multiple Document ActionsHowtosetupMultipleDocumentActions for an example. |