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Why reinvent the wheel? frevvo includes several pre-built workflow and form templates. The frevvo website has many examples that showcase frevvo features to solve real business problems. Whether you are new to frevvo or a valued customer, the pre-built templates are designed to let you quickly try out a form or workflow.
Don't have a frevvo tenant yet? No worries - click the "No account? Create One" link on the login screen to register for a free trial. 
In addition to the prebuilt templates provided by frevvo tenant-wide templates may be published for use by any designer in your tenant. This is a two-step process. First, the designer PublishingFormandWorkflowTemplates publishes the template. Then, the tenant admin ManagingFormandWorkflowTemplates promotes the template so other designers can find it in the Installable Templates dialogue.
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- On the Projects Home Page, click the
Add icon and select Install a Prebuilt Template. When you install a workflow template, a short Guided tour automatically launches to show you how to use it.
- SearchingforaTemplate Search our website for a pre-built form/workflow and install it into your Cloud tenant with one click. Follow the Guided Tour.
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Click Submit to publish your template or Reset to clear the fields and start over. If you change your mind and don’t want to publish your template, click the X to close the wizard. Next, your tenant admin should log in and follow the steps ManagingFormandWorkflowTemplates below to publish the template to all designers in the tenant. You can use your published template and it will be available to all other logged-in frevvo designer users in your tenant.
Using Form and Workflow Templates
Follow the steps above for Searching for SearchingforaTemplatea Template. Your published templates will also be available along with those from frevvo.
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We recommend that tenant admin users not create or edit forms, nor have roles assigned to them. Tenant admin users should restrict themselves to administrative tasks. Designers will access the template via the steps SearchingforaTemplate above. |
- The type of template - Form or Workflow.
- The tags associated with the template when it was published.
- The categories the template was assigned to when it was published.
- The Install and download counts will increase each time Create is clicked and each time the template is installed from the "Install a Prebuilt Template" Add Content option.
- The Try count increases each time the Try or Preview icons are clicked.
- The time/date when the template was published and the user id@<tenant name> who published it.
- The time/date when the template was published and the user id@<tenant name> who published it.
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