Section | |||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
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.
...
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 A form/flow is restricted to a specific role via the ACL feature, 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.
...
- Log in as the designer, and then click on Spaces .
- Click Click to 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.
- 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.
- Click Create.
...
The spaces home page lists any spaces that you've already created. On this page, you can:
- Click Click to to create a new space.
- Click Click to to delete an existing space.
- Click Click to to edit a space.
- Click Click to to test a space.
- Click Click o to 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 Click to 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 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.
...
- Click to edit a panel, upload a graphic file to use as a logo, or to edit the application tabs.
- Click Click to to remove the logo.
- Click to either hide or show the left and bottom panels. When hidden, the editor displays the panels grayed out.
...
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
...
Adding Tabs and Forms/Flows to the menu
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:
...
- On the applications home page, click click !edit to edit the application that contains the form or flow you want to add.
- Click the the button 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. Paste the form's URL after it.
- Click Finish to update the tab menus.
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. |
...
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 to 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.
Share a Space
Click Click to 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.
...
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 |
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 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. 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:
Right click the Submissions button for the form or flow submissions you want to add to your space
Append ?embed=true to that URL
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
|
Adding a My Account link
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:
...
- Edit the space menu.
- Click to to edit the space menu.
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 The ending portion after your space id must be /home?embed=true true
Code Block ** Home|http://your server:port/frevvo/web/tn/your tenant/user/your user/space/your space id/home?embed=true
To add it as a tab, precede the word Home with one asterisk instead of 2.
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 space id/home?embed=true
- Save your changes.
Adding an Anonymous Signup form link
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:
...
- Edit the space menu.
- Click to to edit the space menu.
- Add 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, 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:
- Edit the space menu.
- Click to to edit the space menu.
- 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 the Employee On Boarding /wiki/spaces/frevvo52/pages/683376752 the space. 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 tutorial for more information on Spaces and mobile forms design.
...