Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Migrated to Confluence 5.3

 

™ v5

Section
Column
  • supports a 100% embeddable forms designer/server for seamless integration with your application. 
  • provides a client API which supports a simple

    The  product installation can be customized in many ways. For example OEM partners can brand  with their own company images and look.

    properties make it easy to implement many of the common customizations that all customer and OEM partners will want to consider.

    Data API provides a programmatic protocol for viewing and managing resources such as

    forms

    tenants, users, applications,

    themes, schemas, etc.
    Column
    width240px

    On This Page:

    Table of Contents
    maxLevel1

    Live Forms API

    ...

    forms

    ...

    , themes, schemas, etc.

    You will need to install a client library in order to use the API. Please contact us for assistance.

    Branding

    OEM Partners can brand the  product for customers by modifying web application configuration parameters in the<frevvo-home>\tomcat\conf\Catalina\localhost\frevvo.xml file or in the web.xml file. The Live Forms web.xml file is packaged as part of the <frevvo-home>\tomcat\webapps\frevvo.war.file To edit the web.xml file, the frevvo,war file must be unzipped to a temporary directory, the changes made, and then the files must be rezipped  into an updated frevvo.war. Refer to Installation Tasks for the details.  Examples of other configuration parameters that can be modified when branding can be found on that page as well. 

    Individual configuration parameters can be modified or customization can be accomplished using the oem branding class parameter. See below for information. 

     

    Web Application

    VAR and OEM customers can now easily brand Live Forms with their own company images and look. This is accomplished via Live Forms web application parameters.

    Set branding parameters in web.xml

    The frevvo.war file contains a web.xml with branding parameters. In the frevvo-tomcat bundle, frevvo.war is located in: <frevvo-home>\tomcat\webapps - when the war file is unzipped to a temporary directory, the web.xml file will be found in <tmp>\WEB-INF.  Refer to Installation Tasks for the steps to repackage frevvo.war after parameters in web.xml have been editied.

    For example, the parameter, frevvo.menu.bar,  if added to the web.xml file, prevents the menu bar from being rendered.  Any of the menu items (Downloads,Templates, Help, Docs, Forum, Contact) can be removed from the menu bar via configuration parameters in the web.xml or frevvo.xml files.  If all of the menu items are disabled, the menu bar should be removed.  

    Code Block
    <context-param>
            <param-name>frevvo.menu.bar</param-name>
            <param-value>false</param-value>
            <description>Show menu bar. Set to false if all menu items are disabled</description>
    </context-param>

    Set branding parameters at container level

    If you choose to brand at your web container level, note the web configuration changes at the container level take precedence over (override) those in the frevvo.war web.xml file. Again using Tomcat as an example:

    • Open the file: <frevvo-home>\tomcat\conf\Catalina\localhost\frevvo.xml.
    • Create a parameter with the same name as you see in frevvo.war's web.xml file. For instance, for the logo image:
    Code Block
    <Parameter name="frevvo.logo.url" value="<url to your image>" override="false"/>

    These are the brandable parameters and their defaults:

    ...

    Customization properties can be changed in the web.xml or the frevvo.xml files. Any parameter in web.xml can be duplicated in frevvo.xml and the value in frevvo.xml takes precedence over the value in web.xml. We suggest making changes to the context parameter values in the frevvo.xml if you are using the tomcat bundle. This keeps all your modified parameters in one place and makes it easy to upgrade to newer releases. See Installation Tasks for more information.

    Code Block
    <!-- 
            frevvo war settings 
    -->    
        <Parameter name="frevvo.mail.from.email" value="" override="false"/>
        <Parameter name="frevvo.mail.bounce.email" value="" override="false"/>
        <Parameter name="frevvo.mail.debug" value="false" override="false"/>
        <Parameter name="frevvo.actions.debug" value="true" override="false"/>
        <Parameter name="frevvo.rule.debug" value="true" override="false"/> 
    Column
    width350px

    On This Page:

    Table of Contents
    maxLevel2

    Common Customizations

    For the most common configuration customization tasks that every customer and OEM partner will want to consider see Installation Tasks. Also see the web.xml and frevvo.xml files for all of the context parameters that can be changed in .

    API

    The  Data API enables programmatic access to the all resources and data stored in the  server. The API provides a simple protocol for viewing and managing resources such as forms, applications, themes, schemas, etc. OEM partners as well as end user customers can use the API to extend the features and provide tigher integration with other applications.

    You will need to install a client library in order to use the API.

    Branding

    VAR and OEM partners can brand Live Forms with their own company images and look. This is accomplished via  web application parameters.

    Set Branding Parameters

    The frevvo.war file contains a web.xml with branding parameters. In the frevvo-tomcat bundle, frevvo.war is located in: <frevvo-home>\tomcat\webapps - when the war file is unzipped to a temporary directory, the web.xml file will be found in <tmp>\WEB-INF.  Refer to Installation Tasks for the steps to repackage frevvo.war after parameters in web.xml have been editied.

    For example, the parameter, frevvo.menu.bar,  if added to the web.xml file, prevents the menu bar from being rendered.  Any of the menu items (Downloads,Templates, Help, Docs, Forum, Contact) can be removed from the menu bar via configuration parameters in the web.xml or frevvo.xml files.  If all of the menu items are disabled, the menu bar should be removed.  

    Code Block
    <context-param>
            <param-name>frevvo.menu.bar</param-name>
            <param-value>false</param-value>
            <description>Show menu bar. Set to false if all menu items are disabled</description>
    </context-param>

    Set branding parameters at container level

    If you choose to brand at your web container level, note the web configuration changes at the container level take precedence over (override) those in the frevvo.war web.xml file. Again using Tomcat as an example:

    • Open the file: <frevvo-home>\tomcat\conf\Catalina\localhost\frevvo.xml.
    • Create a parameter with the same name as you see in frevvo.war's web.xml file. For instance, for the logo image:
    Code Block
    <Parameter name="frevvo.logo.url" value="<url to your image>" override="false"/>

    These are the brandable parameters and their defaults:

    ParameterDescription Default
    frevvo.home.urlHome page for the Company Logo link ${context.path}
    frevvo.logo.urlURL to the Company Logo image. Also applies to Spaces${context.path}/images/bright/TransparentLogo-NoBeta.png
    frevvo.help.urlURL to the Help page${context.path}${servlet.path}/static/help/designer
    frevvo.docs.urlURL to the Documentationhttp://docs.frevvo.com/d/display/frevvo/frevvo+v5+Documentation+Home
    frevvo.forum.urlURL to the Forumhttp://forum.frevvo.com/forum/
    frevvo.blog.urlURL to the bloghttp://blog.frevvo.com
    frevvo.product.nameThe Product NameLive Forms
    frevvo.copyrightProduct Copyright One-LinerCopyright 2006-2012 frevvo Inc. All rights reserved.
    frevvo.license.urlURL to License Agreement${context.path}${servlet.path}/static/termsDL
    frevvo.contact.emailContact Us email addressmailto:info@frevvo.com
    frevvo.cssdownloads.urlCustom Stylesheet URL menuShow Downloads menu itemtrue
    frevvo.poweredbygallery.markupLogo in form footer when the Logo menuShow Gallery (Examples) menu itemtrue
    frevvo.templates.menuShow Templates menu item true
    frevvo.css.urlCustom Stylesheet URL 
    frevvo.poweredby.markupLogo in form footer when the Logo property setPowered by Live Forms™
    frevvo.page.titleHTML title prefix for all Live Form pagesfrevvo
    frevvo.menu.barShow menu bartrue

    Branding External Urls 

    ...

    frevvo.oem.branding.classNames css class applied to body of UI pagesempty
    frevvo.certificate.signature Ignore SSL Security when posting to an https endpointempty

    Branding External Urls 

    Notice that several of the parameters use Url templates. For example, frevvo.help.url references a help file named designer.xsl that is part of frevvo.war and is located in the directory <frevvo-home>\WEB-INF\xsl\main\help after the war file has been unzipped . You may wish to bundle up a replacement help file and store your replacement file in that same directory. In that case you will keep the templates ${context.path}${servlet.path}/static that are part of the default path and append your own help file name. It can be an html file, myAppHelp.html. Or if your help is an external file you can replace the entire default value ${context.path}${servlet.path}/static/help/designer with a Url such has http://mycompany/myapp/help.html. Refer to Installation Tasks for the steps to repackage frevvo.war after parameters in designer.xsl have been editied.

    Hiding Url Menu Items 

    The frevvo.war file contains a web.xml with branding parameters. In the frevvo-tomcat bundle frevvo.war is located in: <frevvo-home>\frevvo\tomcat\webapps - when the war file is unzipped, the web.xml file will be found in <frevvo-home>\WEB-INF.  Refer to Installation Tasks for the steps to repackage frevvo.war after parameters in web.xml have been editied. Certain menu items are links to external Urls. Examples are Downloads, Forum, Docs etc. It is possible to completely remove any of these menu items by deleting the URL or setting the appropriate property. If no URL exists the menu item will be hidden.These paramters are found in the web.xml file. 

    ...

    Code Block
    <context-param>
            <param-name>frevvo.docs.url</param-name>
            <param-value></param-value>
            <description>No URL set will hide the Docs menu and top link</description>
    </context-param>

    Image RemovedImage Added

    The look & feel of the Live Forms application is controlled via css. frevvo.css.url gives you the ability to add your own style sheet if you need to customize the look & feel of the page itself such as the background colors and sizes of the items on the pages. You can use a tool such as firebug to learn how the page is styled with css and thus how to override the default styling. 

    Forms

    The Powered by frevvo™ logo can be customized via the frevvo.poweredby.markup branding parameter. If this branding parameter is the an empty string no logo will appear on any form. The logo can still be turned of off on any given form via the Show Logo form property.Refer to Installation Tasks for the steps to repackage frevvo.war after parameters in web.xml have been edited

    Image Removed

    Image Added

    Hiding Palette Controls

    The Live Forms designer can be customized by applying a custom theme. See the chapter on Customizing Themes for general information. 

    ...

    Code Block
    /* Hide Data Source Section */
    #documentTypes {
    display: none !important; 
    }
    /* Hide Submit/Reset buttons */
    .s-edit .f-submit.s-submit, .s-edit .f-submit.s-cancel {
    display: none; 
    }
    /* Hide Rules Button*/
    #e-edit-form, #e-rules-form {
    /*display: none !important;*/
    }

    Hiding Form/Doc Action Wizards

    The Live Forms designer form and doc action  buttons can be customized via the web.xml configuration file. Web.xml  is contained in the <frevvo-home>\tomcat\webapps frevvo.war. It is located in <frevvo-home>\WEB-INF\web.xml after the frevvo.war is unzipped to a temporary directory. Refer to Installation Tasks for the steps to unzip and repackage frevvo.war after parameters in web.xml have been edited. By default all wizards are visible in the form & doc action buttons page. To hide a wizard, remove it from the associated context parameter below.

    ...

    Info

    Any parameter in web.xml can be duplicated in frevvo.xml and the value in frevvo.xml takes precedence over the value in web.xml. If you plan to override the web.xml context parameter values and you are using the frevvo Tomcat bundle, we suggest doing so in frevvo.xml. This keeps all your modified parameters in one place and makes it easy to upgrade frevvo to newer releases.

    ...

    Hiding Data Sources/Palette

    Hiding Data Sources on the designer screen can be accomplished by adding the ?_method=post&edit=true and &showDS=false parameter to the edit link of a form.  Create the URL using the steps below:

    ...

    test.wlselb.frevvo.com/frevvo/web/tn/nancy.com/user/designer/app/_EVHJUIP-EeG1bcc-I8Sq_w/formtype/_cm3dAIP-EeG1bcc-I8Sq_w?_method=post&edit=true&showPalette=false

     

    Customizing the HTML Page Title Prefix

    You can use the frevvo.page.title context parameter in the frevvo.xml file to  change the HTML prefixes of the titles of all Live Form pages. The Preview Page in the designer will display with value of the the frevvo.page. title  parameter  - <browser name>.  For example, to change the HTML page prefix to a company name, follow the steps below:

    1. Ensure that  is not running.
    2. Navigate to <frevvo-home>\tomcat\conf\catalina\localhost. Open the frevvo.xml with a text editor.
    3. Add the information below to the frevvo war setting section of the file
    Code Block
    <Parameter name="frevvo.page.title" value="Company Name" override="false"/>

          4. Save the file and restart .

     

    OEM branding class

    OEM partners can use the context parameter, “frevvo.oem.branding.class”  set (in web.xml) to name a css class. This css class will be placed onto the body of the  ui pages (form designer, etc.). CSS file(s) with rules based on the body having the oem branding class can be created in order to customize the  application. If you do not wish to create css files from scratch, the default oem-branding.css file is a good place to start.. Any aspect of this file can be changed. The context parameter “frevvo.oem.branding.class”  must be set to “oem". Unzip the frevvo.war file to a temporary directory. The  oem-branding-.css file  is located in <\tmp>\css-XXXXX, where XXXXX=version number\oem. Rezip the frevvo.war file after editing is completed. See Installation Tasks for more information.

    OEM partners are responsible for creating the CSS file(s) and putting them into the WAR file. To do this, edit /css/form.pac.css (in the exploded WAR) and add one or more lines like the following: @IMPORT url(“oem_branding.css”); where oem_branding.css is the name of the css file containing the specific oem rules.

     

     

    Disabling Submission Repository

    Submission now can be disabled on any specific form by unchecking the Save form property. Submission metadata is still logged but no form field data is persisted.

     

    .=true&showPalette=false

    Customizing the HTML Page Title Prefix

    You can use the frevvo.page.title context parameter in the frevvo.xml file to  change the HTML prefixes of the titles of all Live Form pages. The Preview Page in the designer will display with value of the the frevvo.page. title  parameter  - <browser name>.  For example, to change the HTML page prefix to a company name, follow the steps below:

    1. Ensure that  is not running.
    2. Navigate to <frevvo-home>\tomcat\conf\catalina\localhost. Open the frevvo.xml with a text editor.
    3. Add the information below to the frevvo war setting section of the file
    Code Block
    <Parameter name="frevvo.page.title" value="Company Name" override="false"/>

          4. Save the file and restart .

    Adding a Custom Button to the Designer Tool Bar

    Adding a custom button to the  tool bar can be accomplished with the frevvo.form.edit.toolbar.buttons context parameter in the web.xml file. The value of the parameter is a JSON string that determines which buttons are visible in the toolbar. This context parameter is not optional - if it is not present there will be no buttons in the designer toolbar. 

    Here is an example of how to edit the web.xml file to add the configuration parameter to add a custom Test Form button to the toolbar. The comment shows example JSON to add a new button. You can specify an id, a class and a title.  Be sure to rezip the frevvo.war file, as described above, when the changes are complete. 

    Code Block
    <context-param>
    		<param-name>frevvo.form.edit.toolbar.buttons</param-name>
    		<param-value>{"buttons":[{"id":"e-preview-form"},{"id":"e-edit-form"},{"id":"e-rules-form"},{"id":"e-formactions-form"},{"id":"e-docactions-form"},{"id":"cancel-top"},{"id":"commit-top"}]}</param-value>
    		<!--
    		Example JSON to add a new toolbar button.
    		<param-value>{"id":"e-test-form","class":"e-test-form e-toolbar-icon","title":"click to test the form"}</param-value>
    		-->
    		<description>Which edit mode toolbar buttons are rendered in the form designer</description>
    </context-param>
    This will generate something like this:
    Code Block
    <a id="{id}" title="{title}" class="{class}" href="#" onclick="return CustomWizard.show('{id}');"></a>

    CustomWizard.show(id) calls your code. Make sure it is defined. The FrevvoCustomActions, as shown below, is an example:

    Code Block
    var CustomWizard = {
    	show: function (id) {
    		if (parent.FrevvoCustomActions)
    			parent.FrevvoCustomActions.doAction (id);
    		else if (FrevvoCustomActions)
    			FrevvoCustomActions.doAction (id);
    	}
    }

     

    frevvo.certificate.signature context parameter

    When a form's doc action is configured to post to an https endpoint, you can ignore ssl security using the frevvo web.xml param frevvo.certificate.signature. Services that accepts https and do not have a security certificate setup might generate an error like this:

    Code Block
    INFO: 11:09:51,062 INFO DocumentSetUtil:539 - notifyDocumentSet_POST: POSTing document set to https://fortisapp1.som.w2k.state.me.us/FormItConnector/save.aspx 11:09:51,062 ERROR DocumentSetUtil:615 - Could not POST document set to URI: https://fortisapp1.som.w2k.state.me.us/FormItConnector/save.aspx javax.net.ssl.SSLHandshakeException: sun.security.validator.ValidatorException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuilderException: unable to find valid certification path to requested target

     You can tell frevvo to ignore this error using the frevvo.certificate.signature context parameter . This should work with services that have self-signed certificates that aren't installed in jvm certificate file. This parameter does not work with certificates from a security authority. Add this context parameter to the  web.xml file included in the frevvo.war zipfile. See Installation Tasks for the instructions to unzip and rezip the war after modifications to the web.xml are completed.

    Code Block
    <context-param>
      <param-name>frevvo.certificate.signature</param-name>
      <param-value></param-value>
      <description>Set to true to accept self-signed certificates</description>
     </context-param>

    Branding CSS

    OEM partners can use the context parameter, frevvo.oem.branding.class to name a css class that will be placed onto the body of the  UI pages (form designer, etc.). Follow the steps below to do this:

    1. Stop , if it is running.
    2. Unzip <frevvo-home>\tomcat\webapps\frevvo.war file to a temporary directory. You may have to change the file extension from .war to .zip to unzip it. See Installation Tasks for instructions.
    3. Edit \your temporary directory\WEB-INF\web.xml to set  the context parameter, frevvo.oem.branding.class to oem
    4. Edit \your temporary directory\css-XXXXX\themes\oem\oem-branding.class file to make your changes. The XXXXX in the directory path represents the Revision Number of . For example, the oem-branding.css file will be located in \your temporary directory\css-19498\themes\oem for a revision number of  5.0.1.19498.
    5. Recreate the oem-branding.css file to include the modified oem-branding.css file.
    6. Repackage frevvo.war. Refer to Installation Tasks for instructions.
    7. Copy the modified frevvo.war file to the <frevvo-home>\tomcat\webapps directory.
    8. Start .
    9. Clear the cache before restarting your browser to see the changes.
    Code Block
    <context-param>
     <param-name>frevvo.oem.branding.class</param-name>
     <param-value>oem</param-value>
     <description>This css class will be placed onto the body of the frevvo ui pages. OEMs can then edit the included oem-branding.css file with rules based on the body having the oem branding class in order to customize the frevvo app.</description> 
    </context-param>
    Note

    It is recommended that you modify the default oem-branding.css file to make the desired changes to the application. Any aspect of this file can be changed.

    3rd Party Licenses

    builds upon several 3rd party products. The frevvo.war file contains a WEB-IN\licenses with all the 3rd party licenses.