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When you click on any step in the workflow, a series of action icons displays depending on the step type. 

• Properties displays tabs to set up Settings, Assignment, Messages, Rejection, Precondition, Escalations, Emails, Web Hook, Quick Approval and Geo Location. 
• Edit form takes you to Forms editing mode for the form or parent form of a linked step.
• Download Step allows you to download the step of the workflow as a standalone form. You may want to do this if you update the step in the workflow designer and you want to keep your Forms and Workflow libraries in sync.
  
• Delete removes a step in a workflow. You will be asked to confirm the deletion. 
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Summary and HTTP steps only display the Properties and Delete options.

Step Properties Wizard

The Step Properties wizard opens when you click on a workflow step or select Properties from the step's action menu. The workflow outline will slide left but stay visible, and the Step Properties tabs will appear. You can close the Properties wizard by click the X just above it.  

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• You can navigate between tabs and between Guided Designer editing modes as you make edits, and your changes will be temporarily saved. Click the Save to permanently save your changes and continue working.
• You can switch between steps while remaining on the same properties tab. This may be helpful when making lots of similar changes to workflow steps, such as changing the Task Info message for every step of a workflow.
  
  
• will frevvo will validate the Property Settings when you save. If a property value is invalid, the tab(s) will not close and a message will display with two options.
  • CLOSE: Close this dialog and fix your errors. Your changes will be saved, but you must correct validation errors shown in order to proceed.
  • DISCARD & CLOSE: Discard your changes. You can then navigate elsewhere. Note that this discards all changes made in the properties settings, not just the validation errors. 
  • The screen will stay on the current tab if there is a validation error.  Otherwise, another invalid tab will be auto selected (starting from left to right) if another tab needs attention. Tab labels with invalid entries display in red.
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• Hover over any field on the Properties tabs to see a helpful hint providing information about the property. Some fields contain instructions to guide you.
• Clicking on the down arrow for a property shows an unfiltered list of choices applicable to that property. For some properties, you may see templatized controls from your workflow and workflow/special templates provided in frevvo.
• In some cases, you can type ahead to narrow down the list. Use the up/down arrows, the Enter key or click an option with your mouse to select an option. Use the Backspace, Delete or click the x on a selected property to delete it.
• Typing a opening curly brace into some fields, followed by the name of a control, show a list of the fields in your workflow that match the entered text and will be added to the field as a control template.
• On some tabs, you may have to slide the toggle to the right to turn on a feature.

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Each step property setting is described below. 

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This is the name of the step that you set in the Workflow Design Wizard or Add Step Wizard. If you do not provide a step name,  will  frevvo will give it a default name i.e. "Step 1" or the name of the existing form, if used. Form names longer than 60 characters will be truncated. 

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This feature displays a Save button on the step, and is useful for workflows containing lengthy forms where your users may not have all the information required to complete the form in a single session. When users click the Save button at runtime,  saves frevvo saves a copy of the workflow with all the current values to the user's task list. Users access the saved workflow from the task list to continue working on it at a later time.

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This field allows the designer to assign a workflow step to a specific user. Clicking the shows the first 10 users in your tenant in alphabetical order, followed by the first 10 fields in your workflow in curly braces, making it a Control Template.

• You can enter a user frevvo user id. Begin typing in the user id and a list of user names matching the text displays. Use the Enter key, the Up/Down arrows or click an option with your mouse to select a user.
• You can only enter a single username in this field. Ex: nancy. Setting the user property to a comma separated list of usernames, Ex: nancy, prajakta, will not work. This will be treated as a single username.
• This field can use templatized strings for dynamic content. For example, in a Vacation Request workflow, the first step is to be completed by an employee but the second (approval) step must be performed by the employee's manager. i.e. it can contain "{ManagerId}" where ManagerId is the name of a field in a form from a prior step.  will frevvo will resolve the ManagerId string using the actual value of the ManagerId control and generate a task targeted at that specific user.
• To enter a Control Template, type the opening curly brace '{' followed by the control name into the Assign to User field. A list of fields from your workflow displays. Select an option to enter the control name into the field with the closing curly brace.
  
  

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You may want to route a step in a workflow to the user's manager.  provides  frevvo provides a built-in template that is available for every transaction. Simply type the template {subject.reports.to} in the User property for that step in your workflow. The workflow will then be routed to the user who is specified in the Reports To field on the User's configuration screen.

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Roles are created by your tenant administrator or automatically imported from your LDAP or Active Directory server. When a role is selected, only users belonging to that role may perform the step. For example, if you have a Purchase Request workflow where the first step is to be completed by any employee but the second (approval) step must be performed by someone with the "Manager" role, you can select the Manager role for the second step. When an employee uses the workflow, completes the first step and clicks Continue,  will frevvo will generate a task and place it on the task list for users with the Manager role and display the Pending Message to the employee.

• You can enter one or more rolesfrevvo roles. Begin typing in the role name and a list of roles in your tenant matching the text displays. Use the Enter key, the Up/Down arrows or click an option with your mouse to select a role.
• Repeat these actions to select additional roles i.e. Manager, HR 

• This field can use templatized strings to dynamically determine a role at runtime.  For example, you may have a workflow where the first step is a Purchase Order or a Loan Request and the second step is an approval; however the approval must be performed by a Manager if the amount is less than $1000 and a Supervisor otherwise. You will need a control in your form that is populated with the role that you want the workflow to navigate to - in this case, Manager or Supervisor. To enter a Control Template, type the opening curly brace '{' followed by the name of the control into the Assign to Role(s) field. A list of fields from your workflow displays. Select an option to enter the control name into the field with the closing curly brace. Repeat these actions for the steps in your workflow that are going to use the role entered for routing e.g. {ApproveRole}. At runtime.  will frevvo will resolve the target role using the data in the ApproveRole control and will route the workflow to that specific role. See the workflow example topic determining the role at run-time.

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Use this field to assign a step in your workflow that is going to be performed by an anonymous user. This is a user who will not need to log into your tenant frevvo tenant to perform their step. Let's say you have a Purchase Order workflow, where the Order Details are completed by someone in your company and one of the steps is routed to the customer for approval and signature.

1. Edit the Purchase Order workflow in the Workflows Designer.
2. Click on the three dot Action Menu for the step anonymous users will perform and select Edit Properties. Select the Assignment tab.
3. Enter a valid email address into the Assign to Email Address (No login required) field.
   • will frevvo will check if the address is entered in the correct format and notify the user if it is not.
   • Only one email address is allowed.
   • This field can use templatized strings to dynamically determine an email address at runtime. To enter a Control Template, type the opening curly brace '{' followed by the name of the control that will contain the email address into the field. A list of fields from your workflow displays. Select an option to enter the control name into the field with the closing curly brace. Repeat these actions for additional steps in your workflow that will be performed by anonymous users.
     

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However, it is more common to use this pattern with a template in the assignment field. In this case, a hidden control is added to the form, i.e. 'assignedUser'. The Assign to User field is set to the template {assignedUser}. The workflow is launched using a kick-off form (or other web service) that calls the workflow's raw share URL with the parameter _data=(<targetControlName>:<value>). The value in the parameter can also be template, such as when using another  form another frevvo form to select a user and launch the workflow to that user's task list. Here's an example:

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The third method, URL with the _data parameter, is by far the most common method. The workflow pattern "Start a New Workflow from Another Form/Workflow" describes how to design this scenario using  formsusing frevvo forms/workflows. All values set by the _data parameter (including the assignment control value and any other control values) will be set prior to the user performing the task. 

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Doc URIs and Business Rules on the target workflow will only run after the assigned user performs the task. This ensures the correct initialization of form data when these methods are used. However, it also means that the target workflow in this pattern (whose first step is assigned to a template that is initialized using _data URL parameter) cannot be started using the traditional methods i.e. via a space or email link without _data parameter setting the value of the assignment control. For example, a business rule that sets assignedUser to the logged in user's id would not run until after the task assignment. If a user tried to start the form via a space, they would see the pending message for Step 1, but the {assignedUser} template would resolve to null, resulting in an invalid task assignment. Best practice is to only launch a target workflow using the external process, such as a launch form or web service. However, if the first step has Save to User or Save to Role checked,  will  frevvo will bypass the user assignment when the workflow is first initiated via the share link or space. This can be a workaround if a target workflow needs to be started both via the launch form and via the share link.

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When you have Save to User or Save to Role, combined with a templatized User/Role assignment, enabled on the first step,  will  frevvo will allow a null value in the template only on workflow initiation. These means that any eligible initiator (based on Who Can Start the Workflow permissions) can start the first step, bypassing the user assignment on initiation. 

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If your workflow was created in a version of previous frevvo previous to v8.0, then the step performed by the customer (anonymous user) was designed by dragging an EMail or Anonymous Task step from the Palette and dropping it on the Workflow Designer canvas. Workflows designed in this manner will still work in v10.0 but the Audit Trail will show the task in a WAITING state.

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Setup Task Notification Email

When  generates frevvo generates a task and places it on a user's task list, a notification email is generated.  The email informs the user that there is something on their Task List that requires their attention. A clickable link to the task or the Task List depending on the template that you choose, is included in the email.

You can specify your own email subject and message. The message body can contain HTML and CSS, giving you the ability to generate nicely formatted emails. Form data values can be added to the message subject and body using control template names or workflow/special templates provided by frevvo.

The designer can also specify email address(es), user(s), and role(s) to receive a CC: of the task notification message. For tasks assigned to an Email Address (No login required), the task will be locked by the first user who clicks the {task.perform.url} link. Designers can help ensure only the intended recipient picks up the task by configuring a warning into the email message such as "A copy of this notification has been sent to your manager. Managers should not click the link above."

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• You can enter any text you want for in the Subject and Message fields. Clicking on the DEFAULT button, shows "New Task" as the default subject and "You can access your task by clicking <a href="{task.perform.url}">this link</a>" for the default message.
• Clicking on the down arrow, show a list of templatized fields from your workflow, workflow/special templates provided by and frevvo and Task Templates that you can use in the body of your email.
• Type the opening curly brace '{' followed by the control name to enter a field from your workflow as a template. Select an option to enter the control name into the field with the closing curly brace.

Built-in workflow templates

• {flow.id} - The unique workflow instance id. This id is unique for each workflow submission.
  
• {flow.type.id} - The unique id associated with a given workflow. See Sharing Forms.
  
• {flow.extid} - Client defined extId passed in the formtype Url parameter.
  
• {flow.name} - The name of the workflow.
  
• {flow.description} - Description of the workflow. 
• {flow.activity.id} - The Id of the current workflow step.
  
• {flow.activity.name} - The name of the current workflow step
  
• {flow.activity.reject.reason} - The reason a workflow step is rejected
  

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Space Specific URL

If you use a single  space single frevvo space for all of the activities in your tenant, an easy way to open task URLs in your preferred space is to set a Default Space for the tenant in the Manage Tenant page. Selecting a default space will cause task notification links to direct the user to the task and/or Task List rendered in the default space.

However, if you have multiple  spacesmultiple frevvo spaces, you might want links to render in different spaces for different forms/workflows. To do this - modify the task notification email  to use a space specific URL. Change the default Task List special template to a space specific URL which will return you to the user's Task List embedded in your chosen space. Create a space specific URL by supplying a URL to the Task List with the space/spaceID/tasklist appended to it.

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Setup Task Information, Pending Messages and History Messages on the Messages tab. If you created your workflow using the Workflow Design Wizard, the Messages are preset for you. You can further customize them by entering the static text and/or templatized fields from your form. Click the down arrow or type an opening curly brace /{ and the first few letters of your control name to show a list of templatized fields from your workflow, workflow/special templates provided by  and by frevvo and Task Templates that you can use in the messages.

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This field can use templatized strings for dynamic content, e.g. the Task Info can contain "Vacation Request for {FirstName} {LastName}" where FirstName and LastName are the names of fields in a form from a prior step in the workflow. Before putting the task on a user's task list,  will  frevvo will resolve the Task Info string using the actual values of the FirstName and LastName fields e.g. "Vacation Request for Tom Smith".  will  frevvo will truncate the Task Info data to 250 characters.

You access your Task List from your projects home page or from a  frevvo Space. You use the Task list to perform tasks assigned to you, to view a task's history, or search for tasks you've participated in — a tenant admin can also search for other users' tasks.

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You can use the History Message property to configure the information that appears in the audit trail for each step. Type a message e.g. {EFullName} requested leave starting {StartDate} for {NumberOfDays} days in the History Message field.  At runtime, will frevvo will resolve this message using the data from the form and save it in the audit trail. The names in the {} must exactly match the names of the respective controls.

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• Specify if a user can reject a step in a workflow or if the step can be rejected to by other users or both.
• Customize the Reject button label on workflow steps that are configured to show one.
• Customize the Subject and Message for the email users receive when a task is rejected.

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1. Click on any step to display the Step Properties Wizard and then select the Rejection tab.
2. Check Reject to Here if the workflow may be rejected/reset TO this step.
3. Check Reject from Here if the workflow may be rejected/reset FROM this step.
4. If Reject from Here is checked, fields to customize the rejection email will be enabled.

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There are three types of rejection scenarios for workflowsfrevvo workflows:

• Reject to Revise - The form is sent back to a prior workflow step for correction/more information. The Reject to Revise (Easy Reject) feature is described below and is built into frevvo.
• Submit as Disapproved - When a user disapproves the request from an Approval control, the workflow skips all subsequent steps and completes. A submission is saved into the Submission Repository. You may want to implement some custom business rules that run when the "disapprove" option is selected, such as display a message to communicate the status to the user. 
• Abort a Task - Crumple the form up and toss it into the trash can. Only the Tenant Admin, users who have been granted the Workflow Admin privilege for the workflow and the designer who created the workflow have the capability to abort a workflow task. When a task is aborted, all subsequent workflow steps are skipped and the form is not saved in the Submission Repository. The Abort feature is built into frevvo.

Reject to Revise (Easy Reject)

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1. Click on the step in your workflow where you want to configure the Rejection feature and select the Rejection tab.
2. The Reject to Here checkbox is checked by default. Leave it checked if the workflow can be rejected/reset to this step. Check Reject to Here if the workflow may be rejected/reset TO this step. This
3. The Reject From Here checkbox is checked by default. Leave it checked if the workflow can be rejected/reset from this step.

4. If Reject from Here is checked, you can customize the Reject button label and the Rejection email. You can use a template to set dynamic text using controls in your workflow.

   Tip

   Clicking on the down arrow shows a list of templatized fields from your workflow, workflow/special templates provided by  and by frevvo and Task Templates that you can use in the rejection email Subject and Message. Type the opening curly brace - {- followed by the control name to enter a field from your workflow as a template. Selecting an option enters the control name into the field with the closing curly brace

   
   

5. Repeat these steps for each step of your workflow. Click  Save to save your changes and continue working.
   

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Configuring Reject for Steps performed by Anonymous Users

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Steps performed by the same user in a workflow are referred to as a screenflow. The steps of the screenflow are considered one task. The reject functionality will allow users to reject only to the beginning of that screenflow. You cannot reject back to steps after step 1 in the screenflow.

Customize the Rejection Email

It is possible to customize the subject and email message body that is sent when a workflow task is rejected. You will configure this email on the step you are rejecting from. The customized rejection email will be sent when the Reject button is clicked on that workflow step or Quick Approval screen.

You can choose controls from your form which will be added to the Message as templates or you can use built-in templates as described below. Click on theImage Modifieddown arrow shows the list.

•  {flow.name} - Name of the workflow

•  {subject.first.name} - First name of the user who rejected the task.

•  {subject.last.name} - First name of the user who rejected the task.

•  {flow.activity.name} - The step of the workflow that was being performed when the task was rejected.

•  {flow.activity.reject.reason} - The reason for the rejection.

•  {task.perform.url} - The URL to the rejected task.

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In-house customers can modify the default subject and message values by changing the text in the  frevvofrevvo frevvo-config.properties file. Click here for the details.

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Troubleshooting the Reject Button

Here are some reasons why you might not see the Reject option on a step where "Reject From Here" is selected:

1. If  the Reject To Here option is not selected in the previous steps, then user won't be able to see the Reject button on current step.
2. When consecutive steps are executed by the same user,  treats  frevvo treats it as a screenflow. Think of those steps in the screenflow as one task. The reject functionality allows users to reject only to the beginning of that screenflow/task i.e. where the previous user started his work. It won’t allow a reject to the in-between steps.
3. If the immediate steps prior to the current step were performed by the same user, then he/she cannot reject to those steps (the user is rejecting the workflow to himself). Users can reject only to those steps performed by other users, or to steps performed by himself that do not come immediately before the current step.
4. If a previous step was skipped because its precondition failed, then the user won't be able to reject to such a step.
5. If a precondition on previous step passed when that step was being performed, but the control values change causing the precondition to now fail, the user might not be able to reject to that step.
6. The Reject button will not be displayed at all if the conditions are such that users cannot reject to any prior steps.

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• The workflow condition that needs to be met for escalations to take effect
• The time interval/due date for a task to be performed or completed
• Specify an action when the deadline is missed - Reassignment to a different user or role, Notification that the task has been escalated or the ability to skip the step and navigate the workflow to the next step.
• The ability to skip a step in a workflow if the task deadline is not met.
• The number of email reminders and the interval to send them before the task deadline.

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1. Click on the step in your workflow where you want to configure the Escalation feature and select the Escalations tab.
2. A short explanation of existing Escalations displays. Click the arrow to edit or review.
3. Click the ADD ESCALATION button to add one.
4. Click the Delete icon to remove an escalation.

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Select a condition from the dropdown. There are 4 choices:

1. Perform By - This condition is met when the user clicks the  (if the task is assigned to a particular user) or ( if the task is assigned to a role) Perform icon on the task in the users Task List or Saves/Locks the task before the configured due date. If the Task Notification email includes the {task.perform.url} then the deadline is met when the user clicks the link in the email to display the task. 

2. Perform Within - This condition is met when the user clicks the (if the task is assigned to a particular user) or ( if the task is assigned to a role) Perform icon on the task in the users Task List or Saves/Locks the task before the configured the configured duration). If the Task Notification email includes the {task.perform.url} then the deadline is met when the user clicks the link in the email to display the task.
   
3. Complete By - This condition is met when the user clicks the Continue/Finish button on a step in a workflow before the configured due date.

4. Complete Within - This condition is met when the user clicks the Continue/Finish button on a step in a workflow before the configured duration.

Selecting Perform By or Complete By displays two options.

• Using Date/Time Control: The Due Date control dropdown displays all date controls in your form. 

  

  • The control used in the template must have a value before the task is created. For example, a date entered by the user on Step 1 can be used in an escalation condition on any later step. However, that date control template will not work in an escalation on Step 1, because the escalation is created at the moment the Step 1 task is created (when the form loads), and at that moment the control does not yet have a value. The date or date/time control used as a template in an escalation can get it's value a) in use mode or by business rule in a prior step, b) by setting a default value in the designer, or c) using _data when the workflow is initialized. 
  • An invalid due date template value will resolve to the current time to prevent any use-mode errors. The following message will appear in the frevvo logfile: "Escalation Due Date {DueDate} resolves to an invalid value".
  • Date controls will automatically use the end of the day set in your business calendar in UTC, or 11:59 PM if no end of day is set, as the time component.
• Using Fixed Date: Enter a date/time as the deadline.
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Selecting Perform Within or Complete Within displays Days, Hours and Minutes and a Business Calendar checkbox.

1. Specify the amount of time the user has to perform or complete the task in Days, Hours or Minutes.
   1. Check the Business Calendar checkbox if you want to frevvo to use the business days, times and time zone specified for your tenant to calculate a task deadline. The business calendar is set up at the tenant level by the tenant admin.

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1. None (Notify only) - Check this option if you want to send reminder emails to the user(s) who currently have the task on their Task List that the deadline is approaching and then send an email notification to them when the deadline is reached. The Notification tab becomes required. The task will not be reassigned or skipped. 
   1. Reassign Task - Reassignment sends the task to the user/role selected if the deadline is passed. Select whether the task will be reassigned to a Role, User or Unlock to Role: 
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      1. If you select Role or User, then you must select the user or role in Select Role or User Assignee(s) field. Type ahead to display the Roles/Users in your tenant that begin with the letter you are typing and select from the list or enter comma separated templates. Remember that  userids that frevvo userids and roles are case sensitive. If reassigning to a specific user, only one user id can be selected but you can reassign to more than one role.
      2. Unlock to Role - This option unlocks the task. Use this option for a step in your workflow that has a role assigned to it and you want to handle the situation where one user with that role has the task locked and the deadline for the task has passed. Selecting Unlock to Role unlocks the task and keeps it on the Task list of all users with the role after the deadline expires. Now it can be performed by any user with the specified role again.
         For example, let's say you have a step in your workflow that is assigned the manager role. Users Jerry and Jim are managers so the task shows up on both their task lists. Jerry clicks the Perform icon but he does not complete the step. The task remains on his task list and it is locked by him. If Jim tries to access the task or checks the Audit Trail he will see that the task is locked by Jerry. The deadline to complete the task passes. If Unlock to Role is selected as the reassignment option, the task remains on the task list of users with the manager role, in this case, Jerry and Jim, but it is unlocked and the audit trail shows a status of pending. Now it can be performed by any user with the manager role again.
         
      3. Reassigned users receive the Task Information email specified by the designer. So be sure to Setup Task Notification Email for the step in your workflow where you assigned escalations and you want to reassign the task after the deadline.

   2. Skip Task - check this option if you want the workflow to escalate automatically to the next step when the timer expires. When checked, no further configuration is required.

      Info
      Skipping a task is only supported if the next step in the workflow is a form/summary step. Configuring the Skip a task feature on the last step of your workflow will not work.

      
      

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1. Click on the Notifications tab.
   1. Slide the toggle icon to the right to turn on Notifications
   2. Select Role, User or the Current Owners from the Send To dropdown to specify who will receive email notification reminders when the deadline is reached.
      1. If you select Role or User, then you must list them in the Select User(s) or Role Recipient(s) field. Type ahead to display the Roles/Users in your tenant that begin with the letter you are typing and select from the list or enter comma separated templates. Remember that  userids that frevvo userids and roles are case sensitive. You can specify more than one user or role.
         

         1. Current Owners refers to user(s) who currently have the task on their task list. Partial templates with prefixes and suffixes can be used to create a complex role such as floor-manager when setting up Escalations.

            Expand
            title Click here for an example
            Insert excerpt Templatized Strings Templatized Strings nopanel true

            
            

      2. Specify an email(s), user(s), or role(s) to receive a CC: of the notification (optional).
      3. The subject and body of the notification email are shown once the Recipient(s) are selected. You can customize the email message by adding controls from your form as templates, workflow templates, common templates, escalation or task templates. Simply click the to show the templates or type ahead to filter the list. For example, when a task is reassigned, you may want to specify the user/role that the task is being reassigned to (reassignee) in the email to avoid confusion. Simply add some text with this template in the Notification message section:  {flow.step.escalation.reassignee}.
         

Escalation Reminders

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Configure email reminders on the Reminders tab. Reminder emails notify the roles/user(s) originally assigned to this step.

1. Specify the interval between reminders by entering the number of reminders in the Every field and select Days, Hours or Minutes from the Unit dropdown.
   1. You can limit the number of reminders by sliding the toggle icon to the right and entering the number of reminders closer to the deadline in the Occurrence(s) field. If you enter a negative number in this field by mistake,  will  frevvo will change it to a 1 when you exit the field.
   2. Specify an email(s), user(s), or role(s) to receive a CC: of the notification (optional.)
   3. You can customize the email message by adding controls from your form as templates, workflow templates, common templates, escalation or task templates. Simply click the to show the templates or type ahead to filter the list. Select them from the Control dropdown.

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title Click here to see some Escalation Examples
Escalation Example 1 Let's consider a Time Sheet workflow consisting of 3 steps:  The employee accesses the Time Sheet workflow, fills in the form, signs it and clicks Continue. frevvo sends that employee's manager a notification via email The manager clicks on the notification [on any device], views the Time Sheet approval request and approves it or sends it back for corrections. If approved by the manager, the workflow is routed to employees in the payroll department for final processing.  In this example, the designer has configured a 10 minute interval for the Manager to approve/reject the task. The Escalation tabs are shown: Employee William submits his Time Sheet at 12:55 PM. The deadline to complete this task is 1:05 PM. William's Manager Jerry receives a Task Notification email notifying him there is a task that requires his attention. The email includes a link he can use to access it. In this example, the deadline to complete the task is 1:05 PM. Based on the setup of the Reminder(s) section shown above, Jerry will receive 3 reminders every 3 minutes as the deadline approaches. The emails contain a link that Jerry can click to get to the task. The first one arrives as 12:56 PM, the second at 12:59 PM and the final reminder before the deadline arrives at 1:02 PM. At 1: 05 PM, the task is removed from Jerry's task list since it was not completed in the allotted time and is routed to the task list of any users with the role of Supervisor. Jerry receives an email informing him that the deadline for the task has expired and the task is now assigned to any user with the role of Supervisor. Reassigned users receive the Task Information email specified by the designer. So be sure to Setup the Task Notification Emails. When Jack, a user with the role of Supervisor, access his task list he will see a task sent to him by the system and the Audit Trail shown in the image: Image Modified Escalation Example 2 Let's consider a situation where you might want to skip the task after the deadline has been reached. Imagine a workflow with a requirement that it must be approved by specific users in sequence. To prevent the chain of approvals from being delayed if one user does not perform their approval before the deadline, the designer can check the Skip the Task checkbox on the workflow steps and  will and frevvo will automatically complete the current step and create a pending task on the Task List of the next user. The Project Approval workflow shown in the image must be approved by Approver 1 and Approver 2 in that order. The escalation set up on the Approver 2 step automatically skips this step and advances the workflow to the next next step . Notice that notification and reminder emails are also configured. In this example, The Approver 1 and Supervisor steps do not have Escalation configured. The Approver 2 step has an escalation that specifies the step must be completed within 3 minutes.  If Approver 2 does not complete the task within 3 minutes, the Approver 2 step is skipped and the workflow advances to the Supervisor step. Approver 2 receives an Notification email stating that the workflow is now assigned to a Supervisor. Approver 2  receives 1 Reminder email during the 3 minutes interval. Here's what happens: Image RemovedImage Added Project Details are submitted for approval. Approver 1 receives a Task Notification email, clicks the link in it and performs Step 2 of the workflow. The task is placed on Approver 2's task list. Approver 2 receives a Task Notification email which includes a link to the task. Approver 2 does not click the link in the email to perform the task. Approver 2 receives 1 reminder email. Approver 2 does not perform their approval within the 3 minutes. When the 3 minutes expires, the task is removed from Approver 2's Task List. Approver 2 receives a customized email stating that the workflow has moved to a Supervisor for approval. All users with the role of Supervisor receives a Task Notification email which includes a link to the task.  Someone in the Supervisor group approves/rejects the task.

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Use the Quick Approval tab to configure the Quick Approval feature on workflow steps. Quick Approval provides the ability for a user to see a simple view of a task in order to Approve or Reject it. A comment and/or signature can be added to the task without viewing the entire form. Quick View makes the process of task review/approval/rejection easy especially on mobile devices. Click any step to open the Step Properties Wizard, then select the Quick Approval tab.
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Approval Control

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1. Drag/drop a Section control into the step of the workflow where you want to configure the Quick Approval feature. Name the section whatever you want.
   1. Drop a Textarea control inside the section. Do NOT add any other controls to the section.
   2. The Approval control can be optionally set up to be digitally signed. Regular text digital signatures and Wet Signatures are supported. See Electronic Signatures for more information. The image below shows a section named Manager Review with a textarea control for comments. Text/Signature image is selected on the Signature dropdown on the section security tab. This section meets the requirements for an Approval control that can also be digitally signed.
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 Quick Approval will be disabled if the approval control is removed from the workflow step or additional controls are added to the Approval Control section.

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If the workflow step does not contain an Approval Control, you will see this warning message when you display the Quick Approval tab.

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Setup Quick Approval

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There is a visual cue, a lightning icon, , that displays on a workflow step if quick approval is enabled.

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Quick Approval Example

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You can capture the location where your form/workflow was filled in by turning on on frevvo's Geo location feature. A form/workflow knows it's current location and will submit that information when the form is completed.   uses the   frevvo uses the HTML5 GeoLocation api. The geo api is well supported on tablet, phone and recent laptop/desktop browser versions. This feature works on a desktop or any GPS capable mobile device.

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When the form/workflow loads in the browser, it will ask for the location. All browsers will show a pop up asking the user's permission to use their location, unless permission was Always granted or refused in a previous session. The user must give permission for Geo Location to proceed. Here is an example of the request in the Firefox browser:

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