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The form/workflow visibility feature is integrated with the Access Control feature. Both features open the same wizard where you may specify form/workflow permissions or grant view/edit submission permissions to specific users/roles. The form/workflow visibility property is discussed here.
Setting Visibility for Forms/Workflows
The The frevvo designer can specify the visibility of a form/workflow from either the Forms and Workflows Homepage or the Guided Designer: Settings mode.
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The default value for forms is Anyone (login not required) and for workflows is Authenticated Users (login required). The designer can select one of the following choices to specify form/workflow visibility.
Click Submit or continue with the next option in the Access Control wizard.
User ExperienceUsers who have "Who can start the form/workflow" access will see the form/workflow and be able to fill it out when it is shared with them (e.g. via a share link, Space, or embedded in a website.) If the permission is set to authenticated users and/or roles, the user must be logged in to see the form/workflow. Users who are not logged in and trying to access a form/workflow with "Who can start the form/workflow" permission set to all or custom authenticated users will be prompted to log in. Logged in users who do not have "Who can start the form/workflow" access will see an error message when they try to access the form: "Error Access Denied. Authentication required. Are you trying to access a private form or workflow?" This error will never be shown when this permission is set to Anyone (login not required). Public forms that include the save/load feature or digital signatures will prompt the user with the login screen when they click to save or sign. These features frevvo features require a login. |
Deploying to Production
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The designer can set other permissions via the Access Control wizard such as roles and users that can edit the form/workflow, view/edit submissions, view the audit trail or be designated as workflow administrators.