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Each designer user in a tenant can create, edit, and delete his or her own spaces. You can share the URL to a space with others inside or outside your organization.
If you share a space, you are essentially creating a website — anyone who has the URL can view the space. Whether or not someone can actually open a form or flow and use it depends on the Visibility property of the form. A form or flow must be Public for anyone to use it. An outside user will be blocked if he attempts to open a non-public form, and may even lose his session credentials with the space. Also, remember that a form must be deployed to production for it to appear in an application tab menu.
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A form action display message formated using html tags will not work like they do in your own customer web site. XHTML in the display message is currently unsupported. |
Create a New Space
When you create a space, creates a tab on the space for each of your applications — and also adds a Task List tab. The application tabs display a list all of the deployed forms in that application; undeployed forms are not included. If an application has no forms, doesn't create a tab for it.
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- Log in as the designer, and then click on Spaces .
- Click to create a new space, type enter a Space ID. The Space ID must be unique, start with a letter, cannot contain spaces or special characters and Space Name, and then click Create. cannot exceed 16 characters.
- Enter a Space Name - this name will display in lower case when the space is accessed. The Space Name should not exceed 16 characters but you can type spaces here.
- Click Create.
The new space is added to the list.
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Tip |
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If you add or remove applications or add or remove forms or flows from applications, and you want to update the space that contains them, a quick way to do that is to delete the old space and create a new one. You can use the same name as the original space. The new space will contain all your current applications, forms, and flows. Customizations made to the space, such as adding your logo or HTML will have to be redone. If you do not want to redo your customizations, edit the Tab menus manually as explained here. |
Edit a Space
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 Cancel buttons, 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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You can edit all three panels in your space, and you can show or hide the left panel and bottom panel. You can also remove or replace the logo. The logo filename can contain up to 50 characters.
- Click to edit a panel, upload a graphic file to use as a logo, or to edit the application tabs.
- Click to remove the logo.
- Click or to either hide or show the left and bottom panels. When hidden, the editor displays the panels grayed out.
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To replace the logo, browse for the graphic file you want. Click Finish when you're done.
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You might want the default logo to be your company logo. You can configure the "frevvo.logo.url" parameter in the <frevvo-home>\tomcat\conf\Catalina\localhost\frevvo.xml file or you can unzip the <frevvo-home>\tomcat\webapps\frevvo.war file and modify the configuration parameter in the web.xml file with the URL to your logo file. Click here for a step by step procedure of how to modify these files. Modifying this configuration parameter will change the default logo to your image for all of including Spaces. |
Edit the Tab Menus
Click to edit the application tabs. You can use the editor shown below to add, delete, or rearrange the tabs in your space, and add or remove forms or flows from the drop-down tab menus. The editor uses this format:
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- On the applications home page, click to edit the application that contains the form or flow you want to add.
- Click the button to open the Share Form panel for the form you want.
- Click Raw form link to display the raw URL.
- Copy the URL, then in the tab editor, type a | character after the form name, and then paste the form's URL after it.
- Click Finish to update the tab menus.
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Forms/flows in a space should be located on the same Server. They can be created by other designer users in same tenant or a different tenant. |
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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You do not have to use Spaces to access your mobile forms but it is a convenient way to do so. Of course, you can still embed your forms and flows in your own internet. 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 Mobile forms on the iPhone and iPad.
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Selecting the Excel export feature when viewing submissions from the Shared Items tab (inside or outside of a space) on an IOS device (iPad |
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,iPhone), may have to install 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. For information on thumbnail icons go to the Forms or Flows Home Page.
Spaces rendered in a desktop browser will have a Logout button but the Logout menu item (Logout|logout) from a space will not appear on mobile devices. Sometime in the future, there will be an iOS app that will handle the authentication on mobile devices. In version 5.1.1, you will have to bookmark two links in your mobile devices: one to the direct frevvo login page which should be used for login/logout to the server from your user account; and second to the space URL to use the forms/flows/tasklist. v5.2 will have the login/logout options available for spaces on mobile devices.