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Who can start the form/workflow
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- Anyone(login not required) - anyone can use it even if they are not logged in.
- Authenticated Users(login required) - the form is usable to anyone who has an account (username/password) and is logged in to your tenant.
- Designers/Owner Only - the designer user who created the form/workflow (owner) can edit, test or use the form. They must be logged into frevvo.
- Custom - The owning designer always has access to the form/workflow. Additionally, the designer may configure selected users and/or roles (i.e. users with these roles) to have runtime access to the form/workflow.
Who can edit the form/workflow
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Form and workflow owners (designer users that created the form/workflow) can give other users (designers/non-designers) the capability to edit form/workflows. This is particularly helpful if a designer user takes a leave of absence or leaves the company. The "backup designer" has the ability to make changes to the form/workflow without having to download the form/workflow(s) from the owner's account to the backup designer's account. The "backup designer" also can view related submissions by clicking on the Submission or Legacy Submission icons. The ability to edit submissions is granted by a different permission.
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Users given this permission access the shared form/workflow from the Shared Items tab even if they have the frevvo.designer role assigned to them. They can only edit the form/workflow that was shared with them. They will not have the ability to create new forms/workflows from the Shared Items tab. The ability to make changes to a form/workflow is not available from Shared Items on the Important Items menu in a frevvo space.
To assign users the ability to edit forms/workflows, follow these steps:
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The Who can edit the form/workflow permission does not apply if you are running with frevvo with Confluence. Confluence users share form/workflow editing by specifying the Forms Editor group on the /wiki/spaces/frevvo82/pages/767366115 Edit Tenant screen. Users who will be sharing the editing function must be assigned to the specified group.
A browser notification message displays if the user who has been granted permission to edit forms/workflows tries to modify their own ACL. will frevvo will not allow the "backup designer" to remove themselves from the ACL list.
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The audit trail is accessed on a usera frevvo user's Task List by clicking the View Task History icon. Roles/Users granted this permission will see the
View Task History icon on tasks in their task list.
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User jerry has been designated as a workflow administrator for the Expense Report but not for the Time Sheet workflow. When Jerry logs into into frevvo, his task list will appear as shown:
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