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There are many paths to Rome.... frevvo suggests the following best practices for managing your tenants, applications, forms and flows.


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  1. Create a generic production user (ex: “production@<your tenant>”) and give this user the frevvo.Designer role. All your production forms/flows will be in this user account.

    Tip

    If you are using a non-default security manager, this step and the next step would be done via your IDP software.

  2. Assign the frevvo.Publisher role to one or more other users.
  3. When a designer is ready to deploy a form/flow/application for production or update one already in production, the designer will download the form/flow/application zipfile and check it into a source code repository (outside of a frevvo server).
  4. A user with the frevvo.Publisher role will check-out the new form/flow/application from the source code repository (outside of a frevvo server) and upload/replace the form/flow/application into the generic production user account.

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Info

When a production flow that has pending tasks associated with it is edited and replaced with an updated version, pending tasks will contain the changes the next time they are "performed" from the task list. For example, let's say you

  • Add or delete controls in a signed section and there are flows pending in flight that have already been signed.
  • Add/remove a field that was used in a business rule? ex: Add/remove a column from a table that was used in a calculation.
  • Change a spreadsheet that you are reading from or writing to using the Google connector.

When you edit a flow and change business rule or add/remove fields, all the pending tasks pick up the latest version of the flow. Pending tasks for a form/flow that integrates with a Google sheet reflects any changes made to the Google sheet while the tasks are in-flight.

Form/Flow designer edit ACL

The Access Control feature in allows the designer to assign other users permission to make changes to forms and flows.

Warning

The ability to edit a Form/Flow should not be given to other users if the form/flow is in production. Giving this permission would enable those users to edit your production forms directly thereby subverting the best practices described in this guide.

Multi-Tenant Scenario

Development Tenant

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