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Installable Templates
Why reinvent the wheel? includes frevvo includes several pre-built workflow and forms templates. The frevvo website has many examples that showcase features showcase frevvo features to solve real business problems. Whether you are new to or 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 Free SignUp button on the login screen to register for a 30 day free trial.
In addition to the prebuilt templates provided by 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 publishes PublishingFormandWorkflowTemplates the template. Then, the tenant admin promotes the template ManagingFormandWorkflowTemplates so other designers can find it in the Installable Templates dialogue.
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Templates are available to all designer frevvo designer and tenant admin users. When designer users log into tenantfrevvo tenant, the Projects Home page displays.
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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.
- Search our website SearchingforaTemplate for a pre-built form/workflow and install it into your Cloud tenant with one click. Follow the Guided Tour.
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Users must be logged-in to in frevvo in an account with frevvo.Designer permission to use templates.
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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 below ManagingFormandWorkflowTemplates 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 designer in frevvo designer users in your tenant.
Using Form and Workflow Templates
Follow the steps above for Searching for a Template SearchingforaTemplate. Your published templates will also be available along with those from frevvo.
Managing Form and Workflow Templates
Users must be logged-in to in to frevvo in an account with frevvo.Admin permission to use templates. Click Manage and then Manage Templates. You will see all of the published templates for your tenant displayed in a table.
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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 above. SearchingforaTemplate |
- 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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