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The initial release of Version 8.0 was deployed to the frevvo Cloud on 12/15/2018. A future release will be available for in-house customers. |
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Anonymous steps in a workflow are steps that are performed by an non-authenticated user. This means the user does not have to login to to perform their step in the workflow.
This a common workflow scenario. Some examples are:
- a Membership workflow that requires reference letters from an external person.
- a Purchase Order Approval requiring the customers review and signature.
- a workflow that is sent to an External Vendor for a Quote.
Anonymous steps are simply form steps that route to an email address in version 8.0. That's it.
Create an anonymous step in your workflow by following these simple steps:
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Migrating Flows with Email or Anonymous Task Steps
Designing a workflow step performed by a non-authenticated (anonymous) user in previous versions required dragging/dropping an Anonymous Task Step from the Flow Designer Palette and configuring it with an email address. The step that followed the Anonymous Task Step was the actual step that the recipient would perform. This design approach was confusing and error prone.
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Workflows with an Anonymous Task Step (those built in previous versions) will be supported only for a limited number of releases. Designers must manually convert these workflows to the v8.0 format. New to v8.0 is the ability to reassign or reject an anonymous step. After converting your workflow, designers can take advantage of this feature. |
To convert your flow from pre v8.0 to v8.0, we suggest you follow the same procedure that you use to update any other form/flow in Production. Review Administrator Best Practices if you need a refresher.
To convert your Anonymous Task Step to the v8.0 Simple Anonymous step(s) follow these instructions:
- Login to your Production tenant or the user account where your Production forms/flows are located.
- Ensure there are no flows in flight for the workflow you want to update.
Download the workflow from your Production tenant or Production designer account.
Upload it into a different application in your test tenant or designer test account
Edit the existing Email/Anonymous Task step.
- Click the Edit Step Properties icon. Click on the Assignment tab.
- Copy the information in the Assign to Email, Task Notification Subject and Message fields. Paste this information to a text pad and save to your desktop. Click Cancel.
- Click on the step following the Email/Anonymous Step. (the step performed by the anonymous user)
- Click the Edit Step Properties icon. Click on the Assignment tab.
- Paste the information you copied in step 7 into the Assign to Email, Task Notification Subject and Message fields.
- If the Message field contains the {task.notify.url} template, change it to {task.perform.url} or {task.list.url}.
- Click Submit.
- Delete the Email/Anonymous Task step from the workflow.
- Save and Test the workflow.
- To replace the production workflow with the updated flow, download the updated flow from your test tenant or designer test account.
Upload the updated workflow to your Production tenant. Be sure to check the checkbox to REPLACE an existing flow with the same ID. The checkbox to use existing schemas is checked automatically.
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- On hover feature providing explanatory help text
- Links to the documentation
- Many fields have pick lists that can be filtered by typing ahead. Controls from your form/flow and built-in templates appear in the dropdown lists. Fields are populated when you click on a dropdown choice.
- Type a left curly brace - {followed by a control name then select the field from the pick list that displays and the selection will be added to the field as a Control Template automatically adding the right curly brace - } -.
- Changes are saved when you click the Submit button. If there are invalid property settings on any of the tabs, tabs with validation errors are displayed in red with a red asterisk.
Refer to Editing Flow Properties for detailed information about properties and feature setup.
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The Email/Anonymous Task has been removed from the Flow Designer Palette. Workflow steps performed by an anonymous user are form steps that route to an email address in version 8.0.
box.com connector and wizard
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Since Tables are grid layouts of Repeating items, the itemadded event will be generated for rules with Tables as well.
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You do not have to restart the Insight server every time you restart . |
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