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- Log in as the designer, and then click on Spaces .
- Click Click to create a new space, enter a Space ID. The Space ID must be unique, start with a letter, cannot contain spaces or special characters and cannot exceed 16 characters. Non-ascii characters are not supported in a space id.
- Enter a Space Name - this name will display in the top right section of the space. The Space Name should not exceed 16 characters but you can type spaces here.
- Click Create.
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Click to display your space in the space editor. The editor displays your space as it will appear if you share it with others. The editor also includes a Properties panel at the left of the space, a toolbar at the top with Finish and Finish and Cancel icons Cancel icons, and editing tools you can use for the three panels in the body of the space, the logo area, and the application and Task List tabs.
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The Login link checkbox is checked by default so when you create a new space the login link is visible. To hide it, uncheck the Login link checkbox.
The Login link will be checked when migrating Spaces from previous versions of .
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Refer to the Space Content topic for tips and information about more "cool" items you can add to your Space menu. |
How to Locate a Form or Flow using the Share URL
Let's say you created a Space or added a form/flow to your space and now you must find that form or flow to make changes to it. The Share URL for a form/flow can be used to determine the Live Forms designer account where a form/flow is located.
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Test a Space
Click to test a space. The space is displayed as it will look to anyone you gave its URL to. If a user has the correct credentials, he can fill out and submit forms and flows. Close the window when you're done testing.
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- Task List
- My Account
- Shared Items
- Home
- Operational Reports - Active Processes, Submission Failures, Recent Submissions, Productivity. These Reports are only accessible to the tenant admin. Refer to Operational Reports in a Live Forms Space for information about the links to these reports and spaces.
- Login/Logout - You can hide this tab if you choose.
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Spaces can also contain form submissions. Copy/Paste the Shared Item URL and append the URL paramenter ?embed=true&hidenav=true. Here is a tab menu item link for Shared Items:
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The user must log into the space to see the shared items. And once logged in they will only see submissions for the forms and flows to which they have been granted either submission view or edit permission. The designer configures these permissions using the Access Control wizard. If a user is not authenticated to view the form/flow submissions, then the error message "Access Denied. Authentication Required." will display.
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Adding an Anonymous Signup form link
You can add the URL to an anonymous signup form for your tenant. Users can create a user account in your tenant using this published registration URL. The designer does not have to create the form, the URL shown below accesses the Add User Anonymous Register form included with . When thsi form is submitted, the user receives an activation email which enables the account.
You must check Anonymous Users in your tenant to take advantage of this feature. Also, there is an invisible control on this form which requires the tenant name. The form will not submit if this field is left blank. Append the _data parameter to initialize the control with your tenant name:
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Both in-house and online customers can add Operational Reports to an existing space by simply adding ** |<FREVVO_REPORTS>
to the space menu. Follow these steps:
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Space URLs, appended with a locale parameter, take precedence over locales appended to individual forms/flows in the space. As expected, if no locale parameter for the space is found, the browser setting is used.
Spaces and Mobile Devices
You do not have to use Spaces to access your mobile forms but it is a convenient way to do so. Simply bookmark the space URL on your mobile device to access it. You can add icons to your forms and flows which will display on mobile devices when you access the space. Spaces can be a valuable tool for testing your forms/flow on the iPhone and iPad.
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Selecting the Excel export feature or Download to CSV features the when viewing submissions from the Shared Items tab (inside or outside of a space) on an IOS device (iPad,iPhone), may have to install require the installation of an application to edit and save .xls files. This requirement is browser specific. |
Refer to the Employee On Boarding tutorial for more information on Spaces and mobile forms design.
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