Automatic Upgrade for frevvo Online (Cloud Hosted) Customers

frevvo Online cloud hosted customers receive a seamless automatic cloud upgrade. If you have any questions, please email support@frevvo.com.

New Features 

v10.0 features a fresh new user interface and tools that will help designers swiftly and easily create new forms and workflows, build custom logic, and customize the user experience. The brand new Guided Form & Workflow Designers are simple and intuitive, making the design process faster and even more fun. We hope you will love these enhancements as much as we do! To see all of the new features for this release visit our Detailed Release Notes page. Here are some highlights to get you started:  

Features Introduced in Prior Releases

There are several important features that were introduced to the frevvo Cloud in prior releases and are now included for On Premise customers in v10.0. Please review the information below and see the detailed release notes for each version in between your current version and v10.0.

v9.1 Release Notes

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v9.1 New Features 

v9.1 contains a modern, intuitive new user interface that make it easier than ever to organize and navigate your content. To see all of the new features for v9.1 visit our Detailed Release Notes page. Here are some highlights to get you started:  

• Redesigned User Interface
• Enable Strong Passwords
• Additional Enhancements

Redesigned User Interface

You will see several improvements to the User Interface (UI) throughout  which make navigating projects, forms and workflows simpler and more intuitive while retaining all of the your favorite functionality. This documentation space is updated to reflect the new UI. If you have internal documentation, consider updating it to reflect these changes. 

My Projects Homepage

The My Projects Homepage replaces the My Applications Homepage from prior versions.

• On the Designer Homepage, the top left menu has been update with new icons. You will notice that "My Projects" now replaces "My Applications."
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• The Projects Homepage now displays a list of your projects by the date they were created with the newest on top, making them easy to find. You can Image Removed Sort projects by created cate or alphabetically by name. Applications created in prior versions will seamlessly transition to Projects. You may still upload files with the suffix _app.zip and they will be added to the Projects list. If you download a Project, you will see it has the new suffix _project.zip.
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• All of the operations that can be performed on a project are available by clicking on the Action Menu icon (three vertical dots) on the right side of each project, as shown below.
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  Menu Item	Description
  Image Removed Open (Formerly Edit)	Opens the project.
  Image Removed Properties	Allows user to customize the Name, Description, Layout, Style, Form Action Base URL and Doc Action Base URL. Note that this is the only place where a project's properties are available.
  Image Removed Download	Downloads a zip file. The zip file name will have a suffix of "_project.zip".
  Image Removed Share	Produces a share URL for the project. The URL will still contain '/app'.
  Image Removed Delete	Delete the project (you will be prompted to confirm.)

Add Content/Install Prebuilt Templates

• Use the Image Removed Add icon to add content. 
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• Select Install a Prebuilt Template to access Global and Tenant Form and Workflow templates. This is an easy way to design a form starting with a commonly used process and customizing for your needs. On the Install Templates menu, you can filter by category, search by keyword, view the name and description of each template, and preview the template before installing.
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• Selecting Image RemovedCreate a New Workflow or Image RemovedCreate a New Form will prompt you to either add the new content to an existing project or create a new project.
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• Select Add to New Project to create a project. will prompt you to name the new project. Click Finish to create the project and the new form/workflow. You will be automatically sent to the Form/Workflow Designer where you can rename the Form/Workflow and begin customizing it.
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• Select Add to Existing Project to select from a list of your projects. After you select one, click Finish to go to directly to the Form/Workflow Designer where you can rename the Form/Workflow and begin customizing it.
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• Image RemovedUpload Project functions as "Upload Application" did in prior versions. You can upload files with the suffix _app.zip to Projects.
• Image RemovedCreate New Project will prompt the designer to name the new project. Click Finish to create the project and go directly to that Project's Forms & Workflows homepage.
• Image RemovedLink functions as "Link Application" did in prior versions.

Forms and Workflows Homepage

Within each project, forms and workflows are now listed together in the Forms and Workflows homepage. By default they are listed in order of last modified date. The user can sort the list based on last modified date or alphabetically using the sort icon above the list.

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• The blue Image RemovedAdd icon opens a menu of content that can be created within the current project. 
  
  • Select Install a Prebuilt Template to access Global and Tenant Form and Workflow templates. This is an easy way to design a form starting with a commonly used process and customizing for your needs. On the Install Templates menu, you can filter by category, search by keyword, view the name and description of each template, and preview the template before installing.
  • Create a New Workflow and Create a New Form will create the content and open it in the appropriate designer where you can change the name and begin to customize.
  • Upload Form or Workflow functions as prior version Upload operations did, though now will accept either a _form.zip or a _flow.zip file.
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• Forms and Workflows are combined into one list, and can be identified as either a Form or Workflow by their icons.
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• Click on the Image Removed Test icon beside the action menu to quickly access the form/workflow test mode.
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• Form and Workflow operations are now accessible via the Image RemovedAction Menu (three dots icon) to the right of the Form/Workflow name. Click on the Form/Workflow name to quickly open the Form/Workflow in its respective designer. 

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Image Removed Edit

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Image Removed Test

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Image Removed Set Permissions

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Shows the access control dialog.

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Image Removed Duplicate

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Image RemovedShare

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Image Removed Deploy/Undeploy

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This menu item and icon is dynamic. If the item is deployed, the menu item will beImage RemovedUndeploy .

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Image Removed Download

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Image RemovedPublish as Template

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Image Removed Submissions

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Image Removed Submissions (Legacy)

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Image RemovedRefresh Search Fields

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Image Removed Schema

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Image Removed Internationalize

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Image Removed Delete

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Deployed Forms & Workflows

In previous versions of , it was easy to see which forms or workflows were deployed based on the status of "deploy/undeploy" icon. In v9.1 the convenience of at-a-glance view for deployed forms and workflows has been preserved. Deployed forms and workflows will now appear in the list with aImage Removedflag icon beside them. Here is an example of a list of forms and workflows in which one workflow is deployed:

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Schemas

The Schemas screen received a UI refresh in a similar fashion to the Projects and Forms/Workflows screens. Schemas are now sorted alphabetically by name and item numbers have been removed. Each item has a 3-dot item menu that contains all of the existing operations. Use the Image Removed Add icon to upload a new schema.

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Script

The Script screen received a UI refresh in a similar fashion to the Projects and Forms/Workflows screens. The current script has an Image RemovedAction menu that contains all of the existing operations. 

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Spaces

The Spaces home page received a UI refresh in a similar fashion to the Projects and Forms/Workflows screens. Spaces are now sorted alphabetically by name and item numbers have been removed. Each item has an Image RemovedAction menu that contains all of the existing operations. Use the Image RemovedAdd icon to create a new space. An added convenience for designers is that when creating a new space you will be directed immediately to the Space Designer to begin editing, rather than back to the Spaces home page.

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Styles

The Styles screen received a UI refresh in a similar fashion to the Projects and Forms/Workflows screens. Styles are now sorted alphabetically by name and item numbers have been removed. Each Style has an Image RemovedAction menu that contains all of the existing operations. Use the Image Removed Add icon to create or upload a new style.

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Enable Strong Passwords 

Good security is a desirable feature and is becoming mandatory with compliance initiatives like GDPR. Tenant admins can now set password strength requirements on the Create Tenant or Manage Tenant screens. There are four password strength options (Fair, Good, Strong, Very Strong) or the field can be left blank if you do not want to enforce password strength. In v9.1, leaving this blank will still require a minimum password length of 8 characters. When you change the password strength requirement, users whose passwords do not comply will automatically be prompted to change their password on their next login.

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Definitions of Password Strength:

• none - uses system default, enforces a minimum password of 8 characters
• Fair - very guessable: protection from throttled online attacks. (guesses < 10^6) Strength Meter will indicate "Very weak."
• Good - somewhat guessable: protection from unthrottled online attacks. (guesses < 10^8) Strength Meter will indicate "weak."
• Strong - safely unguessable: moderate protection from offline slow-hash scenario. (guesses < 10^10)
• Very Strong - very unguessable: strong protection from offline slow-hash scenario. (guesses >= 10^10)

A user creating or resetting their password will be required to meet the password strength specified by the tenant admin. Password strength is indicated as the user types by a Password Strength Meter visible below the entry. There are no specific length or character requirements, but the meter will detect the strength of the password based on use of uncommon words or phrases and unpredictable use of capitalization, numbers and special characters. Helpful suggestions appear to prompt the user towards a stronger password. Password length is limited to 100 characters and an error message will appear if user attempts to enter more than 100 characters. Users cannot use their old password or a temporary password as the new password. Here are screenshots of what a user might see if the Tenant Password Strength is set to "Strong." Strong and Very Strong passwords use uncommon words or phrases and unpredictable use of capitalization, numbers and special characters.

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Additional Enhancements

• The Google Connector was automatically upgraded to v3.0.0 for Cloud customers. See the Google Connector v3.0.0 Release Notes for more detail.

• Generated PDF page break improvement: Controls can be prevented from having a page break in the middle of the control. For example, you may not want a checkbox control split with some options printed on one page and the rest of the options on the next page. In this case, place the checkbox control inside a group control (such as a section or a panel) and apply the CSS Class property f-page-break-inside-avoid to the group control. If the control would have had a page break inside the control, this property will cause the entire control to print on the next page. If you have nested group controls, the outer group control f-page-break-inside-avoid CSS Class property takes precedence.
• Enhanced Submission filter allows both upper- and lower-case search.

v9.1 Migration Considerations

Updated Built-In Data Names

With the transition from "Applications" to "Projects," some of the built-in data used in rules and templates is updated in v9.1. The following built-in data has been added:

• form.project.id - The unique id associated with the project of the given form
• project.id - The unique id associated with a given project. See Sharing Forms.
• project.name -The name of the project.

The corresponding application equivalents (form.application.id, app.id, and app.name) will be available for a limited time and may not be supported in a future release. Designers should update their forms/workflows to use the new built-in data at their earliest convenience.

Table Column Printable Property

Designers can now set the table column printable property using rule code. Here is an example. Line 1 will set the entire column's printable property to false; lines 2-4 show an example of how to make individual cells not printable. Keep in mind that the column setting will override the setting of individual cells.

Col2.printable = false;
for (var i=0; i<Col2.value.length; i++) {
  Col2[i].printable = false;
}

Control Validation Errors

In prior versions, controls whose type was changed (i.e. from date/time to date) after initial design could give an unexpected error when the user entered valid values. This has been fixed, but for workflows that had this error in prior versions, customers should take these steps to trigger the updated type definition:

1. See Administrator Best Practices for information on updating a workflow in production.
2. Choose one of these methods to fix the control:
   1. Delete the control with errors and re-add it.
   2. Change the control type (i.e. from date/time to date). 
      1. Save the workflow step and then save the workflow. 
      2. Return to the designer and change the control back to it's original type,
3. Save the workflow step.
4. Save the workflow.

Visual Rule Builder 

Functions for Date/Time Controls

The Date/Time control type is meant to represent a point in time, so certain functions in the Visual Rule Builder (year, month, day, hour, minute) are not available on this control type.

Change to Function for Concatenate

In prior versions, the '+' operator could be used in the right-side of expressions for either addition of numeric values or concatenation of strings. However, using the '+' operator for both functions could cause browsers to hang on longer expressions. Starting in v9.1, the '+' operator will be used only for addition. Use the function concat(text1, text2, text3) to concatenate text strings. 

• Rules that previously used the '+' operator to concatenate will automatically be converted to the concat() function.
• To concatenate items in v9.1 or later, use the concat() function as shown in this rule example.
• Rules created in v9.1 or later will show an error message if '+' is used with string values and users will be prompted to use the concat() function instead.

Documentation Links

Some of our terminology was updated in v9.1, such as "Applications" to "Projects" and "flow" to "workflow." As a result, some page titles in our documentation and their URLs have changed. If you have our documentation bookmarked, please use the left-hand page tree to navigate the documentation and update your bookmarks so that you can always find what you are looking for.

v9.2 Release Notes

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v9.2 New Features 

v9.2 includes exciting features for both new and experienced designers that help you create workflows easily and better utilize your current content. To see all of the new features for v9.2 visit our Detailed Release Notes page. Here are some highlights to get you started:  

• Workflow Design Wizard
• 1063249847

Workflow Design Wizard

Creating workflows is faster than ever with ' built in Workflow Design Wizard! Simply click "Create a New Workflow" from your Projects or Forms and Workflows home page to launch the wizard. Here's a quick video of how it works:

Search

We are excited to roll out a search feature that many customers have asked for. Search can be used to search for the following content items owned by, or shared with, the user:

• Forms and Workflows (including shared items)

• Projects

• Schemas

• Spaces

• Styles

• Scripts

On each user's homepage, they will see a magnifying glass icon in the orange header bar. Search is available on any of the left-hand menu items (Projects, Spaces, etc.) It will not appear inside the Form or Workflow Designer screens.

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Click on the search icon to open a Search Box. The cursor will automatically appear inside the search box and you can begin typing your search criteria.

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Begin typing a few characters to start the search. Search looks for the criteria in the name and description of the user's content. Results will appear when the user pauses or finishes typing. Continue typing to narrow the search. The results will disappear when the user clicks away from the search/results window.

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Results will show up to 20 items in each of the categories below, in this order. If there are fewer than 20 items in a category, more results can be offered for the next category. There will always be a maximum of 120 results. The results include icons indicating the type of resource (i.e. form or workflow), and also indicates the location of the resource, such as the project name.

• Forms and Workflows (including shared items)

• Projects

• Schemas

• Spaces

• Styles

• Scripts

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v9.2 Migration Considerations

Resource Names & Descriptions

In v9.2, Names and Descriptions of resources (forms, workflows, projects, styles) will be truncated to 255 characters, and Space names truncated to 50 characters, to improve resource index for search. Existing resources with longer names will also be truncated, so you may see your current projects, forms, workflows, etc. with their names shortened if they were very long.

Refresh Searchable Items

The Refresh Searchable Fields option on the Tenant Admin and Server Admin page has been re-titled "Refresh Searchable Items." It now includes the ability to refresh the searchable fields in forms/workflows or the resources used by the Search Feature (projects, forms, schemas, etc.) Cloud customers still need to contact frevvo to request a tenant-wide refresh of searchable items.

Upgrade Threshold

A minimum prior version of v7.0 is required for upgrade to v9.2+. The frevvo infrastructure team has verified that active Cloud customers have met this requirement.

API Applications must support TLS 1.2

The frevvo server was recently upgraded to support TLS 1.2. frevvo will drop support for TLS 1.0 and TLS 1.1 on May 25, 2020. Cloud Customers using the frevvo client API library must revise their applications to support TLS 1.2 as soon as possible and no later than May 25, 2020. You may implement these changes immediately. If you do not update your application to support TLS 1.2, your API application may stop working on May 25, 2020.

Guided Designers

The Form Designer and Workflow Designers have a new look with improvements to speed up your design process. The new navigation icons at the top of the page help you step through an efficient form/workflow design process, but you can also switch between them as needed with just a click.

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Guided Form Designer

You will notice that the header on the Form Designer has been replaced by the Guided Designer navigation header. This allows you to quickly switch between adding and editing controls on your form to building custom logic with business rules to mapping a PDF and modifying the overall form settings. You also have a menu of actions such as Save, Test, and Preview in the upper right corner.

Form Name

Your form name will always show in the top left corner, and you can edit it here as well by clicking the pencil.

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Action Menu

Use the action menu to save, test, and more. Visit the Forms page for a description of each action. Additionally, you will see your version number just below the dropdown icon.

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Form

This mode allows you to add controls to your form and edit their properties via the left side Properties panel. Notice that you no longer see overall form properties here (view those in Settings.)

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Rules

The rules mode is where you will add and edit business rules to customize form behavior. While you're there, check out these additional enhancements to the Rules list.

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PDF Mapping

Access, add and edit custom PDFs you are generating for this form.

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Settings

Settings mode displays your familiar Form Properties Wizard previously accessed as a popup window when you clicked the cog icon. Now it has much more space so it's easier to view and edit your form properties, and it's responsive when you change your window size.

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Guided Workflow Designer

Workflow Name

Your workflow name will always show in the top left corner, and you can edit it here as well by clicking the pencil.

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Action Menu

Use the action menu to save, test, and more. Visit the Action Menu documentation for a description of each action. Additionally, you will see your version number just below the dropdown icon.

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Workflow 

One of the biggest changes you'll see is the great new workflow outline look! The workflow outline now has narrower boxes with an action menu, and they also have icons that you can customize. Consider printing a screenshot of your workflow outline to use as a proof of concept or wireframe when planning a workflow with your team.

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Activity Document Actions (Email and Web Hook) will appear on your workflow outline, making it very clear what actions happen on each step. 

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Quickly add steps, preconditions, or Activity doc actions using the + icon between steps with a handy wizard tool.

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Drag and drop steps to change their order.

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Copy (alt-drag) Email or Web Hook steps to copy them to other workflow steps.

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Workflow: Step Properties

Simply click on any step to view it's properties wizard right there on the canvas. Keeping the workflow outline in view gives you context for the properties you're working on. You now also have the ability to switch between steps while remaining on the same properties tab. We find this super time saving when making lots of similar changes to workflow steps, such as changing the Task Info message for every step of a workflow.

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Forms

This is where you can edit the forms included in your workflow. 

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Click Switch Form Image Removedto change to a different form in your workflow.

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Print Name Property in Workflow Steps

In past versions, a form used as a workflow step had a Form Name property independent of the Workflow Step Name property. The Form Name was primarily used as the filename when printing a workflow step. In v10.0, the printable PDF filename can be edited using the Print Name property, located in the Forms editing mode in the left-side properties panel.
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Rules

The rules mode is where you will add and edit business rules to customize form behavior. While you're there, check out these additional enhancements to the Rules list.

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Just like the Forms mode, you can Switch Form Image Removed to view and edit rules for another form in your workflow.

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PDF Mapping

Access, add and edit custom PDFs you are generating for this workflow.

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Settings

This is your familiar Workflow Properties Wizard previously accessed as a popup window when you clicked the cog icon. Now it has much more space so it's easier to view and edit your workflow properties, and it's responsive when you change your window size.

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Saving Changes

We've added two new ways to save your work.

1. Your changes are temporarily saved in memory when you move from one screen to another within the Guided Designer, switch between forms in a workflow, or switch between steps on Workflow Step Properties. You can quickly, and safely, navigate the the Guided Designer without losing your work.

   Tip
   You must still Save, Save and Test, or Save and Exit before leaving the Guided Designer (i.e. closing the window, clicking the 'back' button in your browser, or clicking Image RemovedCancel and Close.)

2. Image RemovedSave without closing: You can now Save your work and remain on the current page instead of being navigated back to the Forms & Workflows homepage. This is super handy for saving time while designing forms!

Notice our Save icons have been updated and look great!

• Image RemovedSave without closing saves your work but keeps you on the current page.
• Image RemovedSave and Test
• Image RemovedSave and Close returns you to the Forms & Workflows list.
• Image RemovedCancel and Close cancels all changes and returns you to the Forms & Workflows list.

Business Rules Enhancements

The Business Rules list been enhanced with a similar user interface to the other list views in frevvo, along with the much-requested ability to drag-and-drop to reorder rules. 

Reorder Rules

It's easy to change the order of your rules. Simply click and hold any rule, and drag it to the place in the list you want to move it. You may also use the "Move down," "Move Up," "Move Top," and "Move bottom" options in the rule's Action Menu. These feature is helpful when you want to group your rules by workflow step, action or control type.

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New User Interface

The Rules list now features

• Image RemovedAdd icon to create a new rule. New rules will now be added to the top of the list so you can start editing them without scrolling.
• New icon for View all Rules Image Removed
• Action menu Image Removed with options to expand/collapse, delete, enable/disable, or move the rule

Switch Form button to view rules for a different form in your workflow

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Rich Text Editor Enhancements

The Rich Text Editor (RTE) for Message controls now displays as a pop-up window. This provides more space for easily adding, editing and formatting your content. It also resolves bugs that could cause the RTE to close or disallow edits.

When you toggle Rich Text "on" the message property will be replaced with a link to "Edit with rich text." Click the link, or the red pencil icon Image Removed on the control, to open the RTE window.

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Disable Task Notification Emails

You can disable the Task Notification emails for any workflow step assigned to a User or Role. This feature is useful for steps that should not notify users or for testing purposes. This feature is not available for steps assigned to an Email.

Navigate to the Assignment Tab.

Click CLEAR NOTIFICATION Image Removed.

A confirmation message will appear. Click OK.
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This will permanently remove both the Subject and Message text, effectively disabling the Task Notification email for that step.

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Task List Search

Searching the task list could sometimes be a resource-intensive process, especially for workflow admins with permission on multiple forms/workflows. To speed up the process and prevent timeout issues, the form/workflow dropdown has been replaced with a search bar. Type a few letters of the name of your form/workflow, and a list of relevant results will show. Select the one you want.

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Sort Spaces, Styles and Schemas

The Spaces, Styles and Schemas lists now have a Sort Image Removed feature that allows you to sort alphabetically A-Z or Z-A. 

Retired Features

ImageSilo/Papervision Connector

The ImageSilo/Papervision Connector has been removed. Forms and workflows will no longer be able to be saved to ImageSilo. Alternatively, customers may use the frevvo Filesystem Connector, or a Document Action email with PDF attachment that can be manually or programmatically uploaded to ImageSilo/Papervision. If you are currently using ImageSilo/Papervision connector, frevvo recommends that you contact your Account Manager to discuss other integration options. 

Migration Considerations

Upgrade Startup Times

The initial  restart following v10.0.0 upgrade could take upwards of 10 minutes to complete (10+ in our Cloud) due to changes related to MySQL 8.

Windows Service Log On Settings

This applies only to On Premise Customers. If you plan to install  as a Windows Service, there is a new Tomcat default security setting that you need to be aware of and configure so the service will run successfully. See Installing frevvo as a Windows Service for complete instructions.

Double click on the Service and go to the Log On tab. Notice that Log on as is set to This Account: Local Service. This is a Tomcat default security setting. 
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You must make one of the following changes:

1. To continue running as "Local Service", you have two choices.
   1. Give "full control" to the "Local Service" account for the frevvo installation folder (e.g. using File Explorer on Windows 10: properties->Security -> Advanced -> Add -> Select a Principal -> Enter "Local Service"), or

   2. Use this command to give specific access to only the Administrators, SYSTEM and LocalService (replace the frevvo-install-directory placeholder with the actual folder path):
      

      Code Block
      "%SystemRoot%\system32\icacls.exe" "<frevvo-Install-Directory>" /inheritance:r /grant *S-1-5-19:(OI)(CI)(F) /grant *S-1-5-32-544:(OI)(CI)(F) /grant *S-1-5-18(OI)(CI)(F)

2. Or, switch the Log on as setting to "Local System account"

Uploading Forms, Workflows and Projects from Different Versions

Uploading from a Prior Version

Uploading forms, workflows and projects from prior versions is supported for resources up to two major release versions apart.  v10.0 will support uploads from v7.4 and later. For example, you may download forms, workflows and/or applications/projects from v7.4 and upload them directly to v10.0. However, if you attempt to upload a form, flow, or application created in v7.0 or earlier to v10.0, you will see the error message "Invalid project/form/workflow file version: Version 7.0. Make sure you are uploading a zip file that was downloaded from a version of frevvo frevvo that is between version 7.4 and 10.0." In this case, you will need to first upload your forms to a v7.4 or v9.0 installation to upgrade them, then download from that installation and upload to your v10.0 installation. See our End of Life Policy chart for a list of major release versions.

If you need assistance upgrading forms and workflows in order to use v10.0, please contact our Support Team at support@frevvo.com.

Uploading to a Prior Version

Beginning in v10.0, you will no longer be able to download a form, workflow or project from one major  version and upload it to a prior major version. For example, in the future if you upgrade your test server to v10.1.x, download a form from the test server, and attempt to upload it to your v10.0.x production server, you will see the error message "Invalid form file version: Version 10.1. Make sure you are uploading a zip file that was downloaded from a version of frevvo frevvo that is between version 9.0 and 10.1." You may still upload/replace versions safely between patches in the same major version (i.e. 10.0.14 → 10.0.13).

Duplicate Spaces

Duplicate space ids are no longer allowed in v10.0.x. On Premise customers upgrading to v10.0.x may see the error "Duplicate space(s) exist in the database, please delete duplicate records." in the Configuration Checklist if a user has more than one space with same space id. To resolve this error, delete the duplicate space and restart.

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Embedded Forms/Workflows

Security enhancements in v10.0.0 now require embedded forms and workflows to be used in https-supported sites. Cloud customers with forms/workflows embedded in http-only supported sites will see a blank page or an error message when attempting to access the resource. To resolve this, use an https-supported outer site to embed the form/workflow. Please note that this may also require a browser or OS upgrade; for example, iOS 13/macOS 10.15 are the minimum iOS/macOS versions that supports the frevvo Cloud sameSiteCookies=none attribute.

Some browsers, such as Safari, also have security enhancements that will prevent embedded content from a third party site from loading. Please see this documentation describing how Safari users can load embedded frevvo forms. 

Data API

An http change request (post/put/delete) will soon require a token. This includes operations such as login and upload users by CSV performed through the API. Customers using the frevvo Data API should update their API calls to provide tokens and/or use the new API. Please see additional details including updated example cURL commands here. Current tokenless methods will remain supported for a limited time.

Embedded Forms & Safari Browser

Recent Safari updates have enhanced security features that prevent embedded content third party sites from loading inside another domain. These features help prevent sites from monitoring user's browsing activity, but they also impact frevvo forms embedded on your website when accessed via Safari browsers (and any other browser with similar security features.) Please see this documentation for details.

Documentation Update

The frevvo v10.0 Documentation has been reorganized to better reflect the Guided Designers, make content easier to find, and support both new and experienced users. Some page names have changed, and some content has been moved to different pages. If you have bookmarked frevvo documentation pages, you may need to update your links. Please use the page tree on the left to locate your favorite content.

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Planning Your On Premise Upgrade

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Automatic Upgrade for frevvo Online (Cloud Hosted) Customers

frevvo Online cloud hosted customers receive a seamless automatic cloud upgrade. If you have any questions, please email support@frevvo.com.

New Features 

frevvo v10.1 brings customers some exciting new enhancements. We've upgraded our PDF Snapshot generator, so your printable PDFs will be more professional than ever. Digital Signatures are now available on workflow steps performed by email users, giving you confidence that your data is digitally secure from tampering as it routes through your workflow. frevvo is also offering a new Docuware Connector for customers who wish to integrate with their Docuware cloud ECM. To see all of the new features for this release visit our Detailed Release Notes page. Here are some highlights to get you started:  

Signed Section Enhancements

We are very excited to now offer the ability to authenticate the signature of an email user. Email-based signature verification allows designers to use Signed Sections, with all of the benefits of a legally-binding digital signature, for Workflow Steps assigned to email addresses. When an email user clicks to sign, the dialog will display fields to verify the signature and capture first and last name. Sections set to the Wet Signature type will also capture the signature drawing.
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If the email entered does not match the email assignment, the error message "Does not match the email address in the notification" will be shown and the signature will not be accepted until the correct email address is provided.

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You will also notice that for all Signed Sections, the signature block has a few additional enhancements to provide confidence in the security of these PKI-encrypted digital signatures.

• A consent to digitally sign statement is provided above the Sign this section button. It reads "By clicking the button below, you consent to the use of digital signatures." 

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• Signed sections that are authenticated based on the logged in user will display "Digitally Signed (identity verified)" above the signature. Signed sections that are authenticated based on email address will display "Digitally Signed (email verified) above the signature.

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• When the user signs and clicks Continue/Submit, a unique signature ID is created. You can see this ID under the signature on future steps and on the completed submission.

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PDF Snapshot Generation

frevvo v10.1 uses an enhanced technology to generate your form/workflow PDF Snapshots. You will not see any difference in the design-time or run-time user interface, but your PDF snapshot output may be slightly different (better, we hope!) Behind the scenes, frevvo uses Chromium browser as a rendering engine to generate a snapshot. Since the browser supports all the latest HTML + CSS standards, the snapshot output will match the HTML view of a form/workflow. This has several benefits.

• The Print header/footer template FREVVO.PRINT_PAGE_COUNT applied to workflows will now combine form PDFs and then apply the page count, so you will have a single, consistent page count on each printed page.

• Better support for the CSS page break classes, especially for controls like Textarea and Message that can contain a lot of white space and line breaks in the control content.

• New CSS Classes:
  

  • New f-break-children-avoid CSS class which when applied to a group control, will avoid a page break inside child controls.

  • New f-break-inside-avoid CSS class to avoid a page break inside a specific control.

  • The f-page-break-inside-avoid CSS class is now deprecated but will continue to work if already set.

• Improved alignment and consistent printing of all control types
• Improved multi-language print support for Arabic and other RTL languages.
• Supports future frevvo enhancements

Cloud customers do not need to take any action to get all of the benefits of this feature. On Premise customers will need to install the Chrome or Chromium browser on same server where frevvo is installed. Instructions are included in the Upgrade Guide.

Docuware Integration

frevvo now provides a built-in Docuware Connector. Tenant Admins will configure the Docuware integration via the new Manage Connectors page. 

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Then, designers can send form/workflow submissions to Docuware using the Document Actions UI. See the Docuware Connector chapter for additional details.

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Templatized String Values for Integration

Templatized String Values

When templatized strings are used in integration, such as Document Actions, they will now always send the control's submission document value and not the control's UI formatted value. In past versions, this behavior was inconsistent between forms and workflows. For example, date control values will be sent as yyyy-mm-dd regardless of the date format set in the designer. This consistency will reduce errors due to format incompatibility.

Repeat Control Value Separator for JSON Format

A new repeat control separator for templatized strings has been introduced that formats the control's value as a JSON array. JSON array format is commonly used when generating metadata for the Filesystem Connector and other integrations. To include values from repeating controls in your metadata, designers can now use the built-in separator 'json' i.e. {json|controlname}. This special separator resolves to the JSON format, and is far simpler than the previous method of specifying the JSON separator characters i.e. ["{","|controlname}"]. 

Migration Considerations

PDF Snapshot Generator

• On Premise Customers please note the additional Upgrade Guide step of ensuring Chrome is installed on the same server as your frevvo installation in order to use the new PDF Snapshot Generator.
• PDF Snapshots generated after the upgrade may look different, depending on the CSS classes you are using and how your Print Styles are configured. We recommend testing your PDF snapshots to be sure they look the way you expect.
  • If you use CSS classes for page breaks in your PDF, your existing CSS classes should continue to work. However, because CSS classes are more consistently supported with our new technology, we recommend that you test and adjust as needed. If you were using the CSS class f-page-break-inside-avoid, we recommend changing to one of the supported page break CSS Classes.
  • If you use the Print header/footer template FREVVO.PRINT_PAGE_COUNT, this will now show the total page count of the workflow (including all forms). It will not give a separate page count for each form in a workflow with multiple forms as it did in past versions.
  • Section controls will now print in the same width as other 12-column controls.
  • Images uploaded in Message controls using the Rich Text Editor will now be printed.
  • Arabic and other RTL languages will print with the correct RTL alignment when supported fonts are used. Please see this documentation on international characters in PDFs.

Templatized Strings for Integration

• If you have workflows that use date or datetime control templatized strings for Document Actions: Send Documents integration, you will see no difference. 
• If you have forms that use date or datetime control templatized strings for Document Actions: Send Documents integration, they were previously sending the dates to your external in the user's locale format. After this upgrade, these templatized strings will always send date/datetime values in ISO format. 

External URLs

If you previously used the frevvo.forms.server.external.url property to set your forms server external URL, this property has been deprecated. Instead, configure a Tomcat proxy in the HTTP connector (port 8082) of the <frevvo-home>\tomcat\conf\server.xml file. See the External URLs Documentation for instructions.

The frevvo.internal.baseurl property no longer exists in v10+. Any setting in frevvo.internal.baseurl will be ignored by frevvo.

The connector with port 8081 was newly added to server.xml in v10+. Please ensure this port is available for frevvo to use. As indicated in the server.xml, changing the frevvo internal connector 8081 settings in the server.xml file can cause unexpected changes, and is not advised. 

<!-- A "Connector" used for internal frevvo calls: DO NOT MODIFY IT! -->
    <Connector address="127.0.0.1" port="8081" protocol="org.apache.coyote.http11.Http11NioProtocol"
               connectionTimeout="40000"
               maxHttpHeaderSize="32768"
               useBodyEncodingForURI="true" /> <!-- makes sure that uri parameter are decoded as utf-8 -->

If you need to change the internal port, please see this Default Internal Port documentation.

Selection Controls with Comment Enabled

Selection controls with comments enabled that were created prior to v10.1.0 may have encountered a bug where the comment value was cleared after saving to the task list or continuing the workflow to the next step. Starting in v10.1.11, workflows with this bug can be fixed. The designer must take the following action to fix this issue.

1. Edit the workflow. 
2. Click "Forms" in the Guided Designer Navigation toolbar.
3. Select the form that contains the selection control with comment enabled.
4. Save and close the workflow. The control will be updated on the save action.
5. Repeat for each form in the workflow the contains a selection control with comment enabled.

Any workflows started after this fix will not encounter this issue. Existing tasks and submissions (prior to this change) will not be fixed. 

Task Notification Emails with Default Subject/Message

In versions prior to v10.1.11, task notification emails were not sent if the default subject and message were used. This is resolved for workflows created in v10.1.11+. For customers with prior version workflows that encounter this issue, you must upgrade to v10.1.11+ and take and additional step to manually upgrade your workflow to the new behavior. There are two options here.

1. (Recommended) On the affected workflow step(s), edit the Task Notification subject and message, then save the workflow.
2. If you have many workflows affected, or you're not sure which are affected and which aren't, please contact support@frevvo.com for steps your superuser admin can take to perform the manual upgrade on all resources.