Automatic Upgrade for frevvo Online (Cloud Hosted) Customers

frevvo Online cloud-hosted customers receive a seamless automatic cloud upgrade. If you have any questions, please email support@frevvo.com.

New Features 

Anonymous Save

Forms and workflows can now be saved by anonymous users. When Save/Load is configured, the Save button will appear to all users whether they are logged in or not. For logged in users, the behavior will remain the same, saving the form or task to their Task List. Anonymous users will now see a prompt to enter their email address. The form or step is assigned to their email, and they will receive an email notification with a link to return to the form. Workflow steps will send the Task Notification email configured for that step. Standalone forms send a generic message with the subject "You have a new task for <form name>." and body "You can access your task by clicking here". There is currently no way to customize the email sent for a standalone form. Once the user has entered an email, subsequent Save clicks will continue to save the form/step to the same email address, and it can continue to be accessed by the original task notification link.

Workflow steps assigned to an email may also be saved, and the user can return to the task by using the original task notification link.

Task Notification "From" Address

In past versions, the task notification "From" address was always the Tenant From Email Address, and it could not be customized by workflow or step. With the v11.1 release, designers may now add a static email or a template to the "From Address" field on task notifications. The "From Address" can be customized on each step of the workflow.

Rejection Email CC List

You will see a new “Email CC List” property on the workflow step properties Rejection tab. Enter static or dynamic (templates) email(s) to send a cc of the rejection notification.

Label and Value Alignment

Many controls now support setting the label and/or value’s alignment to center, left or right.

Please see Label and Value Alignment for a list of which controls support each alignment property.

Google Connector: Select documents in Save to Google Drive Wizard

You can now select which documents to send to Google Drive in your document action. The designer can configure the Save to Google Drive Wizard to send any combination of the form/workflow snapshot (PDF, PNG, JPG), Data (the submission.xml), Attachments uploaded by the user, and mapped PDFs. This wizard is now consistent with other document action wizards.

Azure Security Manager User and Group Filters

You can now apply All Groups and/or All Users Filters in your Azure Security Manager settings. By default, frevvo will read all users and all groups. To apply a filter, you should have knowledge of the specific user/group properties and the correct syntax; please see this Azure filter documentation for supported operators and functions. There is no filter validation on the Edit Tenant page. For example, if you have groups specific to frevvo workflows that begin with "frevvo" you can set your groups filter to startsWith(displayName, 'frevvo'); if you want to limit frevvo users to only your domain, your users filter could be endsWith(userPrincipalName,'@doccuphasesandbox.onmicrosoft.com'). 

Rename Tenant / Rename User

In the past, tenant and user ids could not be changed. This meant that changes (such as a user’s last name changing or the business name changing) required moving resources to a new user or a new tenant. In this release, frevvo is providing admins with the ability to change the tenant id and user ids as needed. Please see the Rename Tenant/Rename User documentation for details.

Purge Old Submissions

*On Premise Only

In order to reclaim database space and comply with data retention policies, customers need the ability to delete old submissions. The Purge Submissions feature (available to the server admin for On Premise customers) now provides an option to delete submissions older than 'n' days. This process will delete submissions in all forms/workflows and in all tenants, whether or not they were already deleted in the submissions view.

Retired Features 

Role Property on Section Controls

The security "Role" property was once used to set section visibility, typically for approval workflows. This property has been deprecated for some time, and is removed in the v11.1 release.

Customers who have sections in their workflows and are using the Role property to set visibility should set it to null (select the blank option at the top of the list) and replacing it as described below prior to the upgrade. 

frevvo recommends using show/hide rules based on the workflow step name as a more reliable method that works in every use case. Show/Hide rules are easily created using the Visual Rule Builder. Refer to this example: Show/Hide Approval Sections on Workflow Steps.

Contact your account manager (or support@frevvo.com) if you'd like our services team to help you with this.