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Settings
Specify General Settings for your form/workflow on the Settings tab.
Form/Workflow Name
This is the name you see on the Forms & Workflows Homepage where your forms are listed. We recommend giving your form/workflow a meaningful name, but keep in mind it is a working name only, so users will not see it. Form names longer than 255 characters will be truncated. It is recommended that you name your form/workflows using characters that are suitable for filenames. Following the POSIX filename standard (A–Z a–z 0–9 . _ - ) will ensure it works. You can change the name on the Settings tab or in Form/Workflow editing mode.
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If the Form/Workflow Name is changed after the form has been deployed and has submissions, the original form name will still appear on the Task List and Recent Submissions tabs on the user dashboard. |
Description
By default all form descriptions say, “Edit the form/workflow to change this description,” but you can change this if you wish. You also see this description when you view individual submission documents. The Description is limited to 255 characters.
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The Search feature looks for both name and description, so use keywords that will help you find your form later. |
Navigation
(Workflow Settings only)
frevvo can automatically generate and display a navigation toolbar for your workflow which users can use to navigate back and forth between workflow steps. There are four available options:
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Refer to the precondition topic to see how to use them to skip a step in a workflow.
Mobile vs Desktop Behavior
You may notice a difference in behavior when using a workflow on the desktop vs on a phone/tablet. For example, imagine a two-step workflow where Step 1 has two Pagebreak controls and neither step has an assigned role/user. On the phone/tablet this translates into a screenflow with three pages for Step 1 and one page for Step 2. You can use the Previous button to get back to the Step 1.
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However, on the desktop, there is no "Previous" button so once the workflow gets to Step 2, they must use the Navigation Toolbar to get back to Step 1. If the designer does not configure the Navigation Toolbar in this situation once the user gets to the second step in the workflow, there is no way to return to the first step.
Anonymous Screenflow Navigation
A screenflow is a type of workflow consisting of a collection of sequential steps performed by the same user. What if you wanted that user to be anonymous? Configuring the Navigation Toolbar in an anonymous screenflow allows anonymous users to navigate back to a previous step in a screenflow. The set of available links is restricted to the steps that are executed in sequence by the anonymous user. Links to steps outside of the screenflow are not visible. The steps in the screenflow cannot have a role, dynamic role or user property assigned to them.
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Let's consider a Job Application workflow with the following requirements:
Workflow Designer
The image shows an example of a possible screenflow design:
Use ModeAnonymous screenflow users return to a previous step by clicking on the Navigation Toolbar..
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Element Name
The default value for the Element Name property is form for newly created forms as well as workflows. The root element name in the submission xml of a form created from the designer palette is determined by the value in this field. It needs to be a valid XML element name. The designer can now change the name of the form without impacting the element name. The form schema and the frevvo generated xml file show the element name. When the form name is updated, and 'Element Name' is kept the same, previous submissions can be initialized successfully. When 'Element Name' is updated, previous submissions cannot be initialized.
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If you change the element name, all existing submissions will become invalid and you will see the error message. "Submission is not valid. An incompatible change was made to the form/workflow." |
Deployment
This field lets you toggle a form/workflow between two states: PRODUCTION and DEVELOPMENT. When a form/workflow is in the development state it contains a watermark. Deploying the form into the production state removes the watermark.
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Deployment to production is not available for trial accounts. Trial account designers who click Deploy will see this message:
Contact frevvo to upgrade your account. |
Tracking Id
When your form loads it will send a page view event to your Google Analytics account if you enter your Google account tracking ID into this form property. Please refer to Google's documentation for information about finding your Google Analytics tracking ID.
Tracking Url
(Form Settings only)
This property works in conjunction with the Tracking ID and was intended to make it easier to read the long URL's when trying to determine which form/workflow is being tracked using Google Analytics. Full functionality will be available in a future release. Please contact Customer Support for the latest information on this feature. Tracking Url is not available for workflows at this time.
Save/Load
This feature allows logged in users to save a form or workflow step to their task list, so that they can work on it later. The Save button is displayed at the top of your form, or on the bottom of each step in your workflow. To remove the Save button, uncheck the Save/Load property.
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Designers may find it helpful to set meaningful History Messages on each step of a workflow to help interpret the Audit Trail.
Save/Load Authentication
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The Save button label can be customized for each step in your workflow on the Settings tab of the Edit Step Properties wizard. For example, you can change the button text to 'Save for Later' to help clarify the function of the Save/Load feature to your users. Currently the Save button label for forms cannot be customized like it can for workflows. The ability to change this may be available in a future release.
Save
(Form Settings only)
This property is checked by default. When checked all submissions for this form will be stored in frevvo's submission repository. If you uncheck the checkbox, the submission will still be logged in the submission repository and you will be able to view the metadata about the submission (time/date submitted, success/failure conditions, etc...) but NO form field data is saved.
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The submissions repository can store your form data in three ways: 1) as data values, 2) as an xml document, and 3) as a PDF snapshot. By default for efficiency, data is only stored as xml. If you plan to export your form data to an Excel spreadsheet or plan to view your form data in the submission repository detail view, you must configure your form/workflows's Export Fields and Searchable Fields settings. Also see the documentation for viewing your data in submission repository. |
Save on Navigate
(Workflow Settings only)
Imagine you are entering data into a large screenflow and something happens that causes you to navigate away from the workflow... you just lost all your work! Checking the Save on Navigate property saves the task to your Task List. frevvo automatically "bookmarks" your place in the workflow. You can go to your Task List or click the Task Perform URL in their Task Notification Email to retrieve the task and be returned to the screen where you were when the browser was closed.
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In-house customers can turn this feature on globally with a configuration parameter. If configured on a server level, it will apply to all workflows. If you want to save workflow steps that are partially filled in to the Task List, enable the Save/Load feature in your workflow.
Printable
If you check a form's printable checkbox a print icon will be displayed at the top of your form. On workflows, the print icon will only be displayed on Summary steps. If you don’t want users to print your form, uncheck the checkbox to hide the print icon. You can control which form fields are visible in the PDF print view via the printable property on each field in your form. Refer to Printing Forms for more information about Print View/submission PDFs, including how to support international characters.
Save PDF
This property can only be checked if you also have the Save property checked. When checked, a PDF image of the file is also saved in frevvo's submission repository or to Google Drive. See submissions repository documentation for details on viewing the PDFs. Notice all controls, including those disabled or in a signed section, are no longer grayed out in the PDF.
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The frevvo designer can specify the content of the headers, footers and the size of margins for the PDF for a form/workflow on the Styles tab. Refer to this documentation for the details.
Fast Finish
(Workflow Settings only)
The Fast Finish feature is very useful when you're filling out a lengthy screenflow. frevvo screenflows consist of multiple steps performed by the same person. 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 backward through the steps of a frevvo workflow.
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The Fast Finish button on an iPhone or iPad is accessed via a dynamic action menu that is activated by the right-most button in the top button bar. The action menu drops down below the button and floats above the form. If Fast Finish is not selected for the workflow or on the current step, then the action button and menu are not present at all.
Captcha
(Form Settings only)
This feature helps to protect your forms against spamming by automatic submitters. It is only supported for Forms. Check the Captcha checkbox to select it.
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The frevvo Cloud uses a custom reCAPTCHA key that is configured for Domain Name Validation providing maximum security. To implement the maximum possible protection from form spamming in your in-house environment, follow the steps listed in Administration of reCAPTCHA Keys.
Allow Sign Pad
(Form Settings only - for workflows, configure on Workflow Step Properties)
Check this checkbox if the form will be using an external signature pad, and leave it unchecked (default) if the form will not be using a signature pad. See Topaz Electronic Signature Pads topic for the models supported and configuration information.
Decorated
Decorated is checked by default when you create a new form/workflow. If you uncheck Decorated at the form/workflow level, newly added controls will have their control level decorator property unset, meaning no decorator. It will not remove the decorator from controls already in the form.
Force Auth
This property is used only by On Premise customers using the LDAP Security Manager with SSO. If this is checked, then the frevvo authentication mechanism will be in effect even when a user is already authenticated via SSO.
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This property is currently ineffective for tenants with any other security manager.
Show in History
If this checkbox is unchecked, tasks for the form will not appear in Tasks history searches. If you want them to appear, make sure this box is checked. Changing this property affects all tasks for this form, including ones that were created prior to the action.
Accessible
frevvo can be used to build accessible forms/workflows that meet Section 508 and WCAG 2.0 accessibility standards. Check the Accessible property to turn on this feature. Refer to this documentation for the details.
Show Logo
This property is checked by default and causes the “Powered by frevvo” logo to appear on your form. Uncheck the checkbox to remove the logo from your form.
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