| Table of Contents |
|---|
Wizards make it easier to configure what happens to the data when a user submits your form and what the users see after submitting the form. Configure Form Actions (what the user sees) and Document Actions (what happens to my data) on the associated tabs in the Settings wizard.
| Info |
|---|
|
...
The wizards help guide you through the configuration process. Many of the wizards allow you to use form controls as templates to dynamically create what the users sees rather than hard coding this. See the section on using templates in form/doc/error actions1069515353 for full details. Hover over any field in the wizards for a helpful hint.
...
Display Message when User Submits Form
Forward users to a web page of your choice
Post data and forward users to your web page
Forward to Paypal to complete payment
Display Message when User Submits Form
After the user submits the form/workflow, the browser will display a standard page standard frevvo page with a text message. For example, the message might say, “Thank you for completing our form.” You supply the specific text in the Message field. This option works best for relatively brief messages. It can be tricky to enter or edit large amounts of text in the wizard's Message field, so for verbose messages consider creating a simple HTML page for your message and choosing the Forward User to your Web Page wizard.
The message can be customized, using the wizard's control dropdown, with values the user enters into the form. For example, if your form contains a fields named firstName and lastName, you can set your message to "Thank you {firstName} {lastName}". Now when a user submits the form the controls templates {firstName} and {lastName} will automatically be replaced with field values "Thank you, Joe Smith". See using templates Using Templates in formForm/docDoc/error actions Error Actions for full details.
Another useful message is to display a link back to the form. For example the display message:
...
| Note |
|---|
Javascript is not allowed in the display message. Plain text, html and control templates are allowed. Anything else will break the message and nothing will be displayedtext, html and control templates are allowed. Anything else will break the message and nothing will be displayed. |
Some designers want to show a logo or other image in the Form Action Message. You can do this using HTML. If your logo is stored on a static site, you can point the HTML img tags to that image. However, if you prefer you can store the image right within the frevvo form.
- Add an image control to your form. You can uncheck the Visible and Printable properties if you do not want to display them to users in the actual form.
- Upload your logo or another image.
- Right-click the image control and select "Copy image address".
Paste the image address into the HTML img tags, as in this example.
Code Block Thanks for completing your Employee OnBoarding, and welcome to the team! <br/><br/><img src="https://app.frevvo.com/frevvo/web/tn/frevvodocs/u/e1dd0efb-f368-4e60-937a-fe08849485d5/app/_WtkW4A9KEeOGyY8morCUKA/formtype/_BuFnUJW0EeyG_9ERIIwC7A/asset/_ESA8oZW0EeyG_9ERIIwC7A_languageballoons.png" style="width:200px;height:100px;"/>
- When the user completes the form, the image will display in the Form Action Success Message.
| Tip |
|---|
This method to use an image from your form in the form action message will also work for Workflow Step Pending Messages. |
Show In
Both the display message wizard and the forward to web page wizard allow you to select where the message is displayed on the page using the "Show In" dropdown. There are three choices: Frame, Parent and Top. This tells the browser where to show the text (if you chose Display Message) or the new Web page (if you chose the Forward to Web Page).
...
Workflows do not have a corresponding "Forward to PayPal to complete Payment" action. However, you can configure either the Workflow Action: Forward users to a webpage of your choice or a link control in an individual step to connect to PayPal from a workflow.
...
Paypal business name: Paypal business name. Typically, this is the email address you use to sign in to Paypal.
Payment amount: The payment amount.
Payment Description: The payment description is what your users will see when paying.
Currency Code: The currency code used in payment. Example: USD, CAD, INR
Return URL: A user will be redirected to this page after payment is complete. If you leave this blank, users will be redirected to a standard platform URL.
Cancel URL: A user will be redirected to this page if payment is cancelled. If you leave this blank, users will be redirected to a standard platform URL.
Custom Value: PayPal will return this custom value in the IPN as well as the acknowledgement email.
Invoice Value: PayPal will return this invoice value (such as an Invoice Number) in the IPN as well as the acknowledgement email.
Notification URL: A notification URL. If you enter a URL here, PayPal will notify you using Instant Payment Notification. Please see the PayPal documentation for details.
Workflow Action: Forward Users to a Webpage of Your Choice
Open the workflow properties, and select the Workflow Actions tab. Click the Forward Users to a webpage of your choice radio button. Add the URL (configured like this example) to the URL field. After the last step is submitted, the user will be redirected to PayPal for payment processing.
| Note |
|---|
This example uses the raw share link for the workflow in the &return= and &cancel_return= URLs. These will redirect the user to a new instance of the workflow. |
...
If you need PayPal integration in specific step of a workflow, add a link control in that step with above URL and set return URL pointing back to current step of the workflow using built-in data. They can then submit the step and the workflow will continue as designed.
Error
These wizards optionally allow you to customize what the user sees if an error occurs. You can either display a message or forward users to a web page of your choice. The wizards behave exactly like the corresponding Form Action wizards above. The Display message can be customized to display the actual error that occurred by adding the special {_frevvo_root_cause_msg} template to your message text. This is helpful for debugging, especially if your you are using Onlineusing frevvo Online.
Display Message if an error occurs
...
The wizards help guide you through the configuration process. Many of the wizards allow you to use form controls as templates for dynamic behavior. See the section on using templates in form/doc/error actions1069515353 for full details. Hover over any field in the wizards for a helpful hint.
See Doc URI Wizards1069515353 below for details on using the wizards to configure doc URI settings. Please also refer to the processing submissions tutorial.
...
- Do nothing with the data
- Email the data to an email address
- Post the form data to your web application
- Save the data to a Google Document
- Save the submissions the frevvo submissions to a local or remote filesystem using the Filesystem connector.
- Save submissions to a SharePoint site
- Save submissions to an External System such as Docuware
The wizards help guide you through connecting your forms/workflows to various destinations. Many of the wizards allow you to use form controls as templates to dynamically configuring wizard parameters. For example you can dynamically set the email address to send the data to instead of hard coding an email address. See the section on using templates in doc action/doc URI wizards1069515353 for full details.
| Info |
|---|
Doc action wizards are single select. If you set up one of the wizards then configure an action using a second wizard, the information configured on the first wizard will no longer display. This is as designed. Let's say you want to send an email after your form/workflow is submitted but you are also using the Filesystem connector to save your submissions to a directory on a local server. You configure the Filesystem connector wizard to do this. Then your configure the Email data to a specified address wizard to send the email. If you return to the Filesystem connector wizard, after configuring the email wizard, the information that you entered on the Filesystem connector screens will no longer display. In this situation, you can use the email wizard on the Additional Email 1069515353 tab to configure your email |
...
This is the default option, which simply stores the data in in frevvo's submissions repository. (The other options also store the data in the repository but provide additional functionality.)
...
- View the submissions using the submission repository.
- Save submissions to a Google spreadsheet1069515353.
- Save submissions to your own database or other backend system using Manual Doc URIs1069515353
- Use the form action wizard to post data then forward to your web page1069515353
| Note |
|---|
| The form's save property controls whether or not your form submission data is also stored in in frevvo's submission repository |
Send Email
When the form/workflow is submitted, will frevvo will send an email message with the following selectable options attached. These include submission data, an XML document, an image of the filled form/workflow, attachments uploaded to the form/workflow and any, all or none of the Generated Forms (mapped PDFs) associated with your form/workflow.
...
When the form is submitted, POSTs frevvo POSTs the document set to the specified URI and ignores any returned XHTML or redirect. This option may be used for additional processing of data. Use form action post1069515353 if you want to both submit data to your URI and forward to a web page or display returned XHTML.
...
| Info |
|---|
If a form is configured to Post Data to a web application and it does not reach it's intended destination successfully, notifies frevvo notifies the tenant admin of the failure via an email. If there are users given the workflow admin permission for the workflow, they will receive the email instead of the tenant admin. |
...
| Info |
|---|
|
...
You can connect for forms/workflows to a a frevvo-provided connector that your admin has configured in the Manage Connectors page using the Send to External System doc action. Refer to the External System documentation for configuration details and more information on the Send to External System wizardAt this time, the Docuware Connector is the only connector available in this dialogue.
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
...
Post Submissions to a Google Sheet
supports frevvo supports direct connectivity with Google Spreadsheets. This wizard allows you to save submissions directly into Google Spreadsheets. It also provides additional assistance in setting up the login to your Google account and in selecting the spreadsheet.
...
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
See the the frevvo Save your Submissions to a Google Sheet for details.
...
| Info |
|---|
If a form is configured to post data using a manually set document URI and it does not reach it's intended destination successfully, notifies frevvo notifies the tenant admin of the failure via an email. If a workflow does not reach the web application successfully, the workflow administrator(s) - if configured - receive the email instead of the tenant admin. |
...
When the form is submitted, can frevvo can send an additional email message with optional XML document(s) , an image of the filled form, attachments and Pixel Perfect PDFs (referred to as Generated Forms),
...
Set up the Save to Google wizard. Then use the Additional Email1069515353 tab to configure the email to the IT department.
...
Use the form by clicking on the Test button. Enter something into the First Name and Last Name controls. When you click submit, will frevvo will display the above message with {FirstName} and {LastName} replaced by the values entered by you.
...
- Form Action
- Doc Action
This is not applicable to the email doc action since it is asynchronous and the notification would fail if the service were unavailable. Refer to each topic for more information.
...