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Configuring the Save on Navigate feature enables the screenflow to be completed in multiple sessions.
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Let's consider a Job Application workflow with the following requirements:
Flow Designer
The image shows an example of a possible screenflow design: Use ModeAnonymous Users can users return to a previous step by clicking on the Navigation Toolbar if the workflow contains a screenflow performed by an anonymous user.
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Visibility
The visibility field has been removed from the flow property pane in the Live Forms Flow designer. Flow Visibility is selected via the Access Control List wizard. You can access the wizard by clicking on the icon for your flow on the Flows Home Page . If you are in the flow designers, click the
icon in the toolbar to display the wizard. Flow Visibility has the same meaning as Visibility for forms. The one exception is the custom option which is not provided for flows. The default value for flows is Public in Tenant.
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PDF names can contain special characters with the exception of curly braces {}. |
In the submission, the pdf for the Onboarding for new hire Eric Armani is named as shown as shown:
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Users can go to their Task List to retrieve the task and they will be returned to the screen where they were when the browser was closed.
Let's say you have a screenflow with steps A > B> C and the user closes the browser at screen B. When the user performs the task from the Task List, the flow will open up at step B.
Here is a short synopsis of when the current location is saved. Consider a flow with the following steps/roles: Role1(A → B → C) → Role2(D) → Role3(E):
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If this checkbox is checked, and a person without the correct user or role tries to use the flow, the flow will be auto-started and sent to the task list of the person(s) specified in the user property or the roles list. The user who tried to access the flow will see the Pending Message setup for the first step or the default pending message "Your Request is being processed".
Kick Off
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a Workflow
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from a form
It is possible to "kick off" a workflow from a form by using a business rule that performs an http get with the URL to the workflow. The Task for First Step property must be checked in the workflow for this to work. If you are using v7.2+, the raw link to the workflow that you are calling must be in the format discussed below:
- Cloud customers must change http://app.frevvo.com to frevvo:// in the rule that kicks off the flow.
- In-house customers must change the http:<domain>:<port> to frevvo:// in the rule that kicks off the flow.
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Fast Finish
The Fast Finish feature is very useful when you're filling a lengthy screen flow. workflows consist of steps (steps) performed by the same person or more than one person. Steps in a workflow performed by the same person are called multipage forms or screen flows. The designer can select the Navigation Toolbar or add a Summary step as one of the steps to provide an easy way to move forward and backwards through the steps of a workflow.
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- Edit the flow in the flow designer.
- Click the toolbar to display the Flow Properties panel.
- Check Fast Finish.
Selecting it on the individual steps makes the Finish button available on the designated steps only.
- Edit the flow in the flow designer.
- Click each step in the flow to highlight the properties panel for that stepon the Employee Information step. Click on the
Edit Step Properties icon. Click the General Settings tab.
- Check Fast Finish.
- Repeat for all the steps in the flow where you want the Finish button to display.
If the steps in your flow consist of forms and/or a summary step, Fast Finish forwards through the steps of your flow until it hits one of the terminating conditions listed above.
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See Force Auth described in designing forms.
Accessible
Live Forms can be used to build accessible forms/flows that meet Section 508 and WCAG 2.0 accessibility standards. Check the Accessible property to turn on this feature. Refer to the Accessibility documentation for the details.
Decorated
Decorated is checked by default when you create a new flow. If you uncheck Decorated at the flow level, newly added controls in the forms of your flow will not have a decorator. Controls in the forms that already have decorators will retain them. The designer can select a decorator for each of the steps in a flow that will display on the navigation bar.
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