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The Visibility setting determines who can see and use a form, and whether other users frevvo users can access your forms. You can set this property on the Forms and Workflows Home Page by clicking on the Action Menu for the form/workflow and selecting
Security. Fill out the Access Control screen. You can also display the Access Control wizard by clicking the
Access Control tab on the Form/Workflow Designer properties panel or wizard.
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Each option is discussed below. The form's Access Control dictates it's visibility regardless of share options; if you want it to be public, be sure to select Who can start the form? = Anyone (login not required).
- Embedded Form enables you to embed a form that will be displayed in your website. Simply copy and paste the code into your web page where you want the form to appear. takes frevvo takes care of the rest. This option will render the form on your Web page in its entirety, without requiring users to click scroll bars when using the form. You cannot control the height nor the width that the form will use on your web page when embedded in this fashion. The length used by the form automatically resizes as repeats are added and sections expanded/collapsed or made visible/invisible. Refer to the Embedded Form/Workflows on Mobile Devices topic for the details regarding mobile devices. frevvo's Training Registration Form is a good example of this share option.
- Embedded Form Link should be used to embed your form into a Portlet container.
- Link (Email/Web Page) lets you add a link to your form on your Web page or simply email the link to the people whom you want to submit your form. This can also be used to provide access to a form over social media.
- Full Page/Pop Up lets users access the form in its own pop-up window so users can complete the form and return to your Web page when they are done. It is intended for desktop only. You will be prompted to save the code provided as an HTML page, then publish the page on your server.
- Just the iframe is similar to the Embedded Form option but requires you to specify your form’s width and height. In fact the script tag is the same except it has different form URL parameters. For instance the Just the iframe option does not contain center=true, so the form will not be centered nor have a border. Using this option, the user may see scroll bars when they use your form if you do not specify a height long enough to contain the form when it is fully expanded. (Remember that your form can "grow" from its initial height if users select repeat items, expand sections that are initially collapsed, and so on.) The height and width are form properties but the height property generally is blank since the form sizes dynamically when you design it. There are a number of freeware tools (for example, MeasureIt) that you can use to measure your form’s height.
- Raw Form Link lets you email a link to the form just as the Link (Email/Web Page) option does, but it is intended for filling out a form collaboratively and requires coordination between the parties filling out the form. The first person can fill out a portion of the form but must make sure '''not''' to submit it. He or she then can copy the URL (which will have been updated to collect the entered data) and mail this updated URL to the next collaborator. When this person accesses the URL, the form will be displayed with the values entered by the previous collaborator. The other difference between this option and the Link (Email/Web Page) option is that this option does not include an iframe border decoration.
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Locate a Form or Workflow using the Share URL
resourcesfrevvo resources, Projects, Forms, Workflows, Spaces and more are referenced with opaque URLs. Use of opaque URLs eliminates security issues that may have been present with URLs that exposed a designer user's id. Opaque URLs replace the user id (…/user/user.id/…) that was used in the previous format with a universally unique identifier (uuid) …/u/user.uuid/… The uuid, is a randomly generated value that is stored in in frevvo.
The Opaque URL feature provides:
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An example of the opaque URL for a space frevvo space named mycompany is shown below:
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The opaque URL can be used to determine the designer frevvo designer account where a form/workflow is located. This "lookup" feature resolves the uuid to a user's id and can be very helpful when troubleshooting. The "lookup" feature is only available to tenant admins, users with the designer/publisher role or the designer/owner of the form/workflow.
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A user receives an email that includes an opaque URL to a form/workflow as shown below. The user reports an issue with the form/workflow and requests that the designer investigate. The designer must locate the account frevvo account where the form/workflow is located.
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When you create a new form, by default it has Access Control marked as Anyone (no login required), meaning anyone that is given the form's URL via any of the form's share choices SharingForms has access to use and submit the form. You may change it to Designer/Owner Only, so that the only person who can use the form via any of the form's share choices SharingForms is the person logged into this accountthis frevvo account. Once you are ready to let others use your form you can again mark the form as Anyone (no login required).
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Embedding Forms in Your Website
can frevvo can easily be added into your existing web site. The option above in the Share section explains the code you need to copy into your web page and the different ways that the forms can be added to your site.
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Security enhancements in now frevvo now require embedded forms and workflows to be used in https-supported sites. Cloud customers with forms/workflows embedded in http-only supported sites will see a blank page or an error message when attempting to access the resource. To resolve this, use an https-supported outer site to embed the form/workflow. Please note that this may also require a browser or OS upgrade; for example, iOS 13/macOS 10.15 are the minimum iOS/macOS versions that supports the frevvo Cloud sameSiteCookies=none attribute. |
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Embedding Multiple Forms in a Single Web Page
If your web server and form and frevvo form server are in the same domain (a likely scenario for On Premise customers), you are able to embed as many forms many frevvo forms into each of your .html web pages as you wish. In order to do this you must give each form a unique id. If you copy the Share code into the web page a second time, you must edit the id to make it different from the first. The id can be any string as long as it is unique. In this example, the first form id is "form1" and the second is "form2".
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If you experience problems with your web page not resizing correctly to accommodate multiple embedded forms, try setting the height of the form manually. Open the form in the Forms Designer, click the Style tab in the Properties panel, and and type a value in pixels (for example, ''720px'', ''900px'', etc.) in the Height field to set the form height. |
Currently does Currently frevvo does not support the ability to embed multiple forms multiple frevvo forms in a single .html web page in a cross domain configuration. This is the SaaS scenario, where the is the frevvo is hosted on app.frevvo.com and your web site is on another domain. In this scenario you currently can only embed a single form into each of your .html web pages.
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