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A project A frevvo project enables you to conveniently group forms, workflows, schemas and documents together and work with them as a coherent unit. Projects are portable. You can download projects and then upload them to other users or other serversother frevvo servers.
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We recommend that tenant admin users not create or edit projects. These users should restrict themselves to administrative tasks |
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Click and select Install a Prebuilt Template to select a published template and install it into your Cloud frevvo Cloud tenant with a single click. Workflow Templates automatically launch a Guided Tour after installation. The Guided Tour will show you how to run the workflow and explain the Workflow Designer screen so that you can make small modifications.
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Select Add to New Project to create a project. will frevvo will prompt you to name the new project. Click Finish to create the project and the new form/workflow. You will be automatically sent to the Form/Workflow Designer where you can rename the Form/Workflow and begin customizing it.
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You can share a project with other users via the Share and Link operations. For example, the manager in a company training department wants to make training forms available to the other trainers to use but not modify. The training manager provides the link to the project. See Sharing a Project SharingaProject below. The other trainers 1) click on the icon, 2) select Link Project, 3) enter the share URL of the manager's project and 4) click Finish. The other trainers will be able to use forms and workflows from the linked project, but cannot modify them or create new ones. If the training manager adds, deletes or makes any updates to the forms/workflows in the original project, the changes will be reflected in the linked project used by the other trainers.
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Click the Action Menu (three dots) icon next to the project name and select Properties. On this page, you can update the name and description for your project, choose one of the layouts provided by by frevvo, and specify a base URL for your Form Action and Doc Action properties. The Project name and description are each limited to 255 characters.
Styles can be selected from a dropdown that will show all the styles in the tenant as choices including four global styles (Blue, Neutral, Green and Aqua). New and existing projects will always have a color scheme (default is Blue). See Layouts and Styles for more information.
Base URLs: frevvo will prepend the base URL to any URLs specified in the form designer Form Action and Doc Action wizards which are not absolute. For example if your project base URL is http://www.myhost.com and your form's doc action is /service then then frevvo will prepend the base URL to create http://www.myhost.com/service. If your form's doc action is fully specified however such as http://www.myForms.com/service then this overrides the project's base URL.
Downloading a Project
Click the Action Menu (three dots) icon next to an a project's name and select Download to download it. This will download a zip file to your local disk. The file will contain the forms, images, locales and schemas included in the project. Save the file and you can upload it back to a server a frevvo server at a later time.
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Access control configuration information for forms/workflows inside your project are retained in the when you download/upload the project. |
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Click the Action Menu (three dots) icon and select Share to share a project with another user. When you click the icon, a wizard appears that contains this project's URL.
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Copy the URL and then paste it into the Link wizardLinktoaProject for the user you want to share the project with. This will create a new project linked to the original one.
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Click the Action Menu (three dots) icon next to an a project's name and select Delete to delete it. Confirm your choice in the dialog that pops up and the project will be immediately removed. This is an irreversible process so make sure you do not need the project before you delete it. You can always download the project and save it before you delete it.
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