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A space is a web site that organizes and displays applications, forms, workflows, tasks, etc. A space has a tab for each application, and each tab has a drop-down list of the deployed and public forms/flows in that application. When you click on a form or flow name, the space opens the form in the page. A space also has a home panel and two optional panels at the left and at the bottom of its page. You can edit the content of any of these panels; you can also choose not to include the optional panels. You can apply a style to a space as you do to forms/flows. The selected style will be propagated to forms, flows and the Task List.

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Spaces can be used to simplify accessing forms/flows/Task List from your iPhone or iPad. You can add thumbnail icons to your forms and flows and the space will display on mobile devices as shown below. 

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Each 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. Forms/flows must be deployed to production for them to automatically appear in an application tab menu. If the visibility of a form is restricted to a specific role via the ACL feature, the form/flow will not appear on the space menu unless the logged in user has been assigned that role or they are the designer. 

Note

  A form action display message formatted using html tags will not work like they do in your own customer web site.  XHTML in the display message is currently unsupported in spaces.

Notice the First and Last Names of the logged in user appear in the upper right corner.

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Create a New Space

When you create a space,  creates a tab on the space for each of your applications — and also adds Task List and Login/logout tabs. The application tabs display a list all of the public and deployed forms/flows in that application; undeployed forms and flows are not included. For testing purposes, forms/flows with a visibiility setting of private are added to the space menu if the user is logged in as a designer. If the visibility of a form/flow is restricted to a specific role via the ACL feature, the form/flow and it's associated tab will not appear on the space menu unless the logged in user has been assigned that role or they are the designer. If an application has no forms/flows,  doesn't create a tab for it. 

You create a new space from the spaces home page.

  1. Log in as the designer, and then click on Spaces  .
  2. Click Image Removed 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.
  3. 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.
  4. Click Create.

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The new space is added to the list. 

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The spaces home page lists any spaces that you've already created. On this page, you can:

  • Click Image Removed to create a new space.
  • Click Image Removed to delete an existing space.
  • Click Image Removed to edit a space.
  • Click Image Removed to test a space. 
  • Click Image Removedo to share a space. 
Tip

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 theTab Menus menus manually.

 

Edit a Space

Click Image Removed 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 Image Removed Finish and Image Removed 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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Edit Space Properties

Use the Properties panel to edit the the space Name, choose a different Width, or apply a style to the space. If you change any of the properties,  refreshes the space so you can see your changes.

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Tip

When calculating the width of your space, consider the width of your forms plus the added space needed to fully display your forms when performing a task from the Task List. Showing/Hiding the left panel may also be a factor.

 

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 Image Removed to edit a panel, upload a graphic file to use as a logo, or to edit the application tabs.
  • Click Image Removed to remove the logo.
  • Click Image Removed to either hide or show the left and bottom panels. When hidden, the editor displays the panels grayed out.

When you edit a panel,  displays its contents. You can add your own content and format it using HTML tags. 

Image Removed

To replace the logo, browse for the graphic file you want. Click the Image Removed Finish icon when you're done.

Tip

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 Image Removed 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:

  • Text that begins with a single asterisk is a tab name — * Human Resources is a tab name.
  • Text that begins with two asterisks is a form or flow name — ** Expense Statement is a form or flow name.

Image Removed

To add a new tab, type its name and begin it with a single asterisk. Use two asterisks for a form or flow name. Notice that a form or flow name is followed by a URL that identifies it. For example, the full entry for the Human Resources > Expense Statement form in this example is:

** Expense Statement|http://192.168.1.68:8082/frevvo/web/tn/rap.com/user/Jack/app/_N4cF4ZuwEeCwk5wyBHqHrQ/flowtype/_g6-MkJu5EeCwk5wyBHqHrQ?_method=post&embed=true

To add a form or flow name to a tab, you'll need its URL. Follow these steps:

  1. On the applications home page, click Image Removed !edit to edit the application that contains the form or flow you want to add.
  2. Click the Image Removed button to open the Share Form panel for the form you want.
  3. Click Raw form link to display the raw URL.
  4. Copy the URL, then in the tab editor, type a | character after the form name. Paste the form's URL after it.
  5. Click Finish to update the tab menus.

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Note

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.

Forms/Flows displayed on the Space menu will only show the forms/flows which the logged in user is authorized to view. 

If you are using a tenant configured for a container security manager and you want to allow anonymous access to your forms/flows, you must add a public URL to your space menu.

Tip

Refer to the Space Content topic for tips and information about some more "cool" items you can add to your Space menu.

 

Test a Space

Click Image Removed 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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Share a Space

Click Image Removed to share a space.  displays your space's URL — this is the link you distribute to those who you want to view your space. Remember, whether or not someone can actually open a form or flow and use it depends on the /wiki/spaces/frevvo52/pages/683376679 property of the form.

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You may use either an http or https Space URL. However if you use https to access the Space then all the forms/flows in the space must also have https URLs. And if you use http to access the Space then all the forms/flows must all have http URLs. Spaces do not support a mix of http and https.

Space Content

Spaces can contain any content the designer wants to add. The most common content is:

  • Tabs for each application
  • Menu items to access forms and workflows
  • A Task List Tab - automatically provided when you create the space.
  • A Login/Logout Tab - automatically provided when you create the space.
  • Form/Flow Submissions.
  • Home Link
  • Anonymous signup form
Note

A space in a tenant that uses container managed security does not render the login/logout tab in use or edit mode.

Adding Form/Flow Submissions to the Space Menu

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:

Shared Items|
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A space is a web site that organizes and displays applications, forms, workflows, tasks, etc. A space has a tab for each application, and each tab has a drop-down list of the deployed forms/flows in that application. Forms/flows with a visibility of public in tenant or private appear when the user logs into . When you click on a form or flow name, the space opens the form in the page. A space also has a home panel and two optional panels at the left and at the bottom of its page. You can edit the content of any of these panels; you can also choose not to include the optional panels. You can apply a style to a space as you do to forms/flows. The selected style will be propagated to forms, flows and the Task List.

Image Added

Spaces can be used to simplify accessing forms/flows/Task List from your iPhone or iPad. You can add thumbnail icons to your forms and flows and the space will display on mobile devices as shown below. 

Image Added

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On This Page:

Table of Contents
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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. Forms/flows must be deployed to production for them to automatically appear in an application tab menu. If the visibility of a form is restricted to a specific role via the ACL feature, the form/flow will not appear on the space menu unless the logged in user has been assigned that role or they are the designer. 

Note

  A form action display message formatted using html tags will not work like they do in your own customer web site.  XHTML in the display message is currently unsupported in spaces.

Notice the First and Last Names of the logged in user appear in the upper right corner.

Image Added

Create a New Space

When you create a space,  creates a tab on the space for each of your applications — and also adds Task List and Login/logout tabs. The application tabs display a list all of the deployed forms/flows in that application; undeployed forms and flows are not included. For testing purposes, forms/flows with a visibiility setting of private are added to the space menu if the user is logged in as a designer. A form/flow with a visibility set to public in tenant, cannot be accessed unless the user logs in to the  tenant. If the visibility of a form/flow is restricted to a specific role via the ACL feature, the form/flow and it's associated tab will not appear on the space menu unless the logged in user has been assigned that role or they are the designer. If an application has no forms/flows,  doesn't create a tab for it. 

You create a new space from the spaces home page.

  1. Log in as the designer, and then click on Spaces  .
  2. Click Image Added 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.
  3. 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.
  4. Click Create.

Image Added

The new space is added to the list. 

Image Added

The spaces home page lists any spaces that you've already created. On this page, you can:

  • Click Image Added to create a new space.
  • Click Image Added to delete an existing space.
  • Click Image Added to edit a space.
  • Click Image Added to test a space. 
  • Click Image Added to share a space. 
Tip

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 theTab Menus menus manually.

 

Edit a Space

Click Image Added 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 Image Added Finish and Image Added 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.

Image Added 

Edit Space Properties

Use the Properties panel to edit the the space Name, choose a different Width, or apply a style to the space. If you change any of the properties,  refreshes the space so you can see your changes.

Image Added

Tip

When calculating the width of your space, consider the width of your forms plus the added space needed to fully display your forms when performing a task from the Task List. Showing/Hiding the left panel may also be a factor.

 

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 Image Added to edit a panel, upload a graphic file to use as a logo, or to edit the application tabs.
  • Click Image Added to remove the logo.
  • Click Image Added to either hide or show the left and bottom panels. When hidden, the editor displays the panels grayed out.

When you edit a panel,  displays its contents. You can add your own content and format it using HTML tags. 

Image Added

To replace the logo, browse for the graphic file you want. Click the Image Added Finish icon when you're done.

Tip

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.

Adding Tabs and Forms/Flows to the menu

Click Image Added 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:

  • Text that begins with a single asterisk is a tab name — * Human Resources is a tab name.
  • Text that begins with two asterisks is a form or flow name — ** Expense Statement is a form or flow name.

Image Added

To add a new tab, type its name and begin it with a single asterisk. Use two asterisks for a form or flow name. Notice that a form or flow name is followed by a URL that identifies it. For example, the full entry for the Human Resources > Expense Statement form in this example is:

** Expense Statement|http://192.168.1.68:8082/frevvo/web/tn/rap.com/user/Jack/app/_N4cF4ZuwEeCwk5wyBHqHrQ/flowtype/_g6-MkJu5EeCwk5wyBHqHrQ?_method=post&embed=true

To add a form or flow name to a tab, you'll need its URL. Follow these steps:

  1. On the applications home page, click Image Added !edit to edit the application that contains the form or flow you want to add.
  2. Click the Image Added button to open the Share Form panel for the form you want.
  3. Click Raw form link to display the raw URL.
  4. Copy the URL, then in the tab editor, type a | character after the form name. Paste the form's URL after it.
  5. Click Finish to update the tab menus.

Image Added

Note

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.

Forms/Flows displayed on the Space menu will only show the forms/flows which the logged in user is authorized to view. 

If you are using a tenant configured for a container security manager and you want to allow anonymous access to your forms/flows, you must add a public URL to your space menu.  

Notice the URLs generated in when you create a space show the tenant name hardcoded.

Tip

Refer to the Space Content topic for tips and information about more "cool" items you can add to your Space menu.

 

Test a Space

Click Image Added 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.

Image Added

Share a Space

Click Image Added to share a space.  displays your space's URL — this is the link you distribute to those who you want to view your space. Remember, whether or not someone can actually open a form or flow and use it depends on the /wiki/spaces/frevvo52/pages/683376679 property of the form.

Image Added

You may use either an http or https Space URL. However if you use https to access the Space then all the forms/flows in the space must also have https URLs. And if you use http to access the Space then all the forms/flows must all have http URLs. Spaces do not support a mix of http and https.

Space Content

Your space contains links for your users to easily access any forms and flows your designers created in your tenant. Your space also automatically contains the following:

  • Task List
  • Login/Logout

You may also add several other useful features to your space. These are described in detail below.

  • Form/Flow Submissions View or Edit.
  • Home Link
  • My Account  link
  • Anonymous signup form
Note

Container managed security tenants do not render the login/logout tab in use or edit mode.

Info

The Urls added to a space contain your form server's host and port. Online customers use app.frevvo.com:443 in all the examples below.

Adding the Task List

The Task List link is automatically added to the tab called "Important Items" when you create a space. If you delete it from the menu and need to added it back, add this link:

Code Block
* Important Items
** Task List|https://your server:port/frevvo/web/tn/your tenant name/subject/{subject.id}/tasks?embed=true

Adding Form/Flow Submissions

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:

Code Block
Shared Items|http://your server:port/frevvo/web/tn/your tenant name/subject/{subject.id}/shared?embed=true&hidenav=true

Here is the Shared Item URL for Live Forms Online

Code Block
Shared Items|https://app.frevvo.com:443/frevvo/web/tn/your tenant name/subject/{subject.id}/shared?embed=true&hidenav=true

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.

Info

Shared Items are currently only accessible on desktop browsers. Mobile browsers will support this in a future release.

An alternate method of adding shared submissions to your spaces is to add the URL directly to each form/flow as shown in the example below. To do this:

  1. Right click the Submissions button for the form or flow submissions you want to add to your space

  2. Append ?embed=true to that URL

  3. Add that URL to your space menu as shown below.

Note that the server host and port, tenant name, username, application and formtype/flowtype ID will be different then the sample show below as they are specific to your particular form or flow's submissions.

Code Block
* Documents
** Membership Applications|https://app.frevvo.com:443/frevvo/web/tn/mytenant/user/designer/app/_JTJEeOtUsA2sMV2cg/flowtype/_JToEeOtUsA2sMV2cg/submission?embed=true
** Board Approvals|https://app.frevvo.com:443/frevvo/web/tn/mytenant/user/designer/app/_JTJEeOtUsA2sMV2cg/flowtype/_gJl0EeOtUsA2sMV2cg/submission?embed=true
** Approved PTO|https://app.frevvo.com:443/frevvo/web/tn/mytenant/user/designer/app/_JTJEeOtUsA2sMV2cg/formtype/_KCREeOtUsA2sMV2cg/submission?embed=true

You can add a link to the user's My Account page. This page lets the user do thinks like change their password, email address and configure task notification emails. Here is the tab menu item for My Account:

Code Block
** My Account|https://your server:port/frevvo/web/tn/your tenant name/subject/{subject.id}/profile?embed=true&edit=true

You can add a link to the Home page of your space as a menu item. Users click on this link to return to the home page of the space. For example, you can add the home link to the Important Items tab by following these steps:

  1. Edit the space menu. 
  2. Click Image Added to edit the space menu. 
  3. Add the home link using the syntax shown - change the url to specify your server name, port, tenant id, user id and space id. The ending portion after your space id must be /home?embed=true   

    Code Block
    ** Home|http://your server:port/frevvo/web/tn/your tenant/user/your user/space/your space id/home?embed=true
  4. To add it as a tab, precede the word Home with one asterisk instead of 2. 

  5. To add it as a selection under the Important Items tab ( or a different tab), precede the url with 2 asterisks and place it in the menu under the * Important Items entry. 

    Code Block
    * Important Items
    ** Task List|http://your server:port/frevvo/web/tn/your tenant/subject/{subject.id}/tasks?embed=true
    ** Home|http://your server:port/frevvo/web/tn/your tenant/user/designer/space/your 

...

  1. space id/home?embed=true

...

This works best on the desktop as mobile browsers will not be able to open and view submissions. Remember, the logged in user must have permission to view/edit submissions for your forms/flow. 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.   

Adding a Home link to the Space Menu

...

  1. Save your changes.  

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 _data parameter to initialize the control with your tenant name: 

Cloud Customer:

If you are a  cloud customer, follow these steps to add the Anonymous Signup form to your space menu:

  1. Edit the space menu. 
  2. Click Image Added to edit the space menu. 
  3. Add the home link using the syntax shown - change the url to specify your server name, port, tenant id, user id and space id. The ending portion after your space id must be /home?embed=true   the url shown below under the menu Tab where you would like the form to be displayed - remember to provide your tenant name in the _data parameter. 
Code Block
** 

...

Signup|

...

https:/

...

/app.frevvo.com:443/frevvo/web/tn/

...

d/user/frevvo/

...

app/_bDd4YX76EduXFsA4l9RQeQ/formtype/_NQascBXoEd-Cn_oBMDPlNQ?_method=post&embed=true&_data=(Tenant:"<your tenant name>")

     4. To add it as a tab, precede the word

...

Signup with one asterisk instead of 2. 

     5. To add it as a selection under the Important Items tab,

...

Code Block
* Important Items
** Task List|http://localhost:8082/frevvo/web/tn/doctenant/subject/{subject.id}/tasks?embed=true
** Home|http://localhost:8082/frevvo/web/tn/doctenant/user/designer/space/mycompany/home?embed=true

...

Adding an Anonymous Signup form link to the Space Menu 

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 _data parameter to initialize the control with your tenant name: 

Code Block
** Signup|https://<your frevvo server host:port>/frevvo/web/tn/d/user/frevvo/app/_bDd4YX76EduXFsA4l9RQeQ/formtype/_NQascBXoEd-Cn_oBMDPlNQ?_method=post&embed=true

precede the url with 2 asterisks and place it in the menu under the * Important Items entry. 

     6. Save your changes.

In-house Customer:

If you are a  in-house customer, follow these steps to add the Anonymous Signup form to your space menu:

  1. Edit the space menu. 
  2. Click Image Added to edit the space menu. 
  3. Add the url shown below - remember to provide your  server and port information and your tenant name in the _data parameter. 
Code Block
** Signup|http://your server host:port/frevvo/web/tn/d/user/admin/app/_bDd4YX76EduXFsA4l9RQeQ/formtype/_NQascBXoEd-Cn_oBMDPlNQ?_method=post&embed=true&_data=(Tenant:"<your tenant name>")

      4. To add it as a tab, precede the word Signup with one asterisk instead of 2. 

      5. To add it as a selection under the Important Items tab, precede the url with 2 asterisks and place it in the menu under the * Important Items entry. 

      6. Save your changes. 

Locale Preference for Spaces

Space URLs, appended with a locale parameter,  take precedence over locales appended to individual forms/flows in the space. As expected, As expected, if no locale parameter for the space is found, the 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. Refer to . Spaces can be a valuable tool for testing your forms/flow on the iPhone and iPad. 

Info

Selecting the Excel export feature when viewing submissions from the Shared Items tab (inside or outside of a space) on an IOS device (iPad,iPhone), may have to install an application to edit and save .xls files. This requirement is browser specific.

Refer to the Employee On Boarding  /wiki/spaces/frevvo52/pages/683376752 tutorial for more information on Spaces and mobile forms design. 

...