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Whether you are new to or a valued customer, the pre-built templates are designed to let you quickly try out a form or workflow.

Don't have a frevvo tenant yet? No worries - click the Free SignUp button on the login screen to register for a 30 day free trial.

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1. Log into your frevvo Cloud tenant as a designer user. This user must have the ability to create forms/flows (frevvo.Designer role). If you just signed up for your free trial tenant, try logging in with designer@<your tenant name>.
2. Click the More template apps button at the top of the page. You will see an All Templates tab and Category tabs created by the frevvo superuser i.e. HR, Finance, Education.

3. Search There are two ways to search for Installable Templates in one of two ways:

   1. When the search screen displays, the All Templates tab is highlighted. Type your search criteria into the search box to search all available Installable Templates.

   2. Click a Category tab of interest and type your search criteria into the search box.

      
      
      

   3. Templates that match the template name, description, category or tags set up by the frevvo superuser display. You will see this message if there are no matches.
      
      
      
      
4. Hover over the template of your choice and click Install. The selected template immediately appears in the application list. You will see the Forms/Flow Home page for that template.

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• Template Name – This defaults to the name of your form/flow.  You can keep this name or overlay it with a different one.
• Tags – Type at least one tag that will help you quickly find your template. Type as many tags as you like; if you type more than one, separate them with a comma or a space.
• Categories - Check the category you want to assign the form/flow to. If no categories appear in the wizard contact your tenant admin to create Categories. It is the responsibility of the tenant admin to create Categories and Manage Templates. You can assign the template to more than one category.
• Make Public - Check this box to add your form/flow to a queue of Installable templates that can be made available to designers in all tenants. The frevvo global template administrator must share your Installable template across all tenants in the frevvo Cloud for your template to be available to everyone.
• Description – Enter a description of your form/flow that will display when Forms By Category or Forms By Tag is selected.

Click Submit to publish your template or click Reset to clear the fields and start over. If you change your mind and don’t want to publish your template, click the X to close the formwizard. You can use your published template and it will be available to all other logged-in  designer users in your tenant.

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Click the Templates tab on the Forms Home Page to use a template when creating a new form,  Choose Forms/Flows by Category or Forms/Flows by Tag which display along with Controls by Category and Controls by Tag.

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• The name of the form/flow template and it's form/flow ID i.e.ID: _J1XuIGF9EemFgY-aI39GrA.
• The description of the form/flow template that was entered when it was published.
  • You can test the template by clicking  (the Try icon)— the template displays as a fully functional form so you can enter and validate data before deciding whether you want to use it. Note the Try count in the Counts column will increase each time the Try icon is clicked.
  • Use the template in a new form/flow by clicking  (the Create icon). Add the template to an application by selecting it from the dropdown. Click Finish and the form/flow template will display on the appropriate designer canvas. By definition since this is a template you will be able to use it in as many forms as you want.  Once you’ve used it to create your form, you can customize your new form without ever affecting the template.
    
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• The type of template - Form or Flow.
• The tags associated with the template when it was published.
• The categories the template was assigned to when it was published.
• The Install and download counts will increase each time an Installable template (selected by the frevvo global template administrator) is downloaded/installed from the frevvo website.
• The time/date when the template was published and the user id@<tenant name> who published it.
• The name of the form/flow template and it's form/flow ID i.e.ID: _J1XuIGF9EemFgY-aI39GrA.
• The description of the form/flow template that was entered when the form/flow was published.
• You can test the template by clicking (the Try icon)— the template displays as a fully functional form so you can enter and validate data before deciding whether you want to use it. Note the Try count in the Counts column will increase Tthe Try count increases each time the Try icon is clicked.
• The type of template - Form or Flow.
• The tags associated with the template when it was published.
• The categories time/date when the template was assigned to when it was published .The Install and download counts will increase each time an Installable template (selected by the frevvo global template administrator) is downloaded/installed from the frevvo websitethe user id@<tenant name> who published it.
• The time/date when the template was published and the user id@<tenant name>  who published it.

Use the template in a new form by clicking (the Create icon). Add the template to an application by selecting it from the dropdown. The template displays in the form/flow designer. By definition since this is a template you will be able to use it in as many forms as you want.  Once you’ve used it to create your form, you can customize your form without ever affecting the template.
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Add a Form Template to the New Form Wizard

Notify your tenant admin if you want to add a published form to the New Forms wizard. Once the template is added, designers can select it from the list that displays when you click the Image AddedNew icon to create a new form and the template will be imported into the Forms Designer. You are now ready to modify the template if required. The New Form wizard is only available for Forms.

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Control Templates

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