Prerequisite
frevvo Cloud Account or On-Premise software installed with a tenant created.
Install Template
Workflows route between multiple users and/or roles, which you must first create.
- Click here to download a CSV file.
- Open it in any text editor, make the following changes and save the file.
- Replace YOUR_EMAIL with your email address. This is used for notifications.
- All passwords default to 123. You may change any password.
- Login as the tenant admin user.
- Click the Manage Users Link.
- Click the
upload csv users icon, browse to the CSV file you just edited and click Validate. - You may see several warning messages. If you see a
thumbs down icon in the left column and the message email is invalid in the Error/Warning column, please edit the file, correct the error and try again.
- Click the Load button. You should see something like: "Users Loaded successfully. 9 Added, 0 Updated, 0 Deleted, 17 Roles Added."
- Logout of the tenant admin user account.
- Click this link to download the template and save it (PurchaseOrder_app.zip).
- Logout of the tenant admin account and login as f_designer@yourtenant (this user was created by the previous step).
- Click the
Upload icon at the top of the Applications page. - Leave all checkboxes unchecked and upload the PurchaseOrder_app.zip file.
- Click the Edit button for the Purchase Order application that was created and click the Flows button at left.
- Click the
A space is a built-in portal that's very easy to create and makes it easy to test your workflow.
- Make sure you have deployed your workflow at the end of Step 2 above.
- Click the Spaces link at left. Click the
New icon. Enter Portal as the Space Id and click Create. - Click the
Edit icon on the Space Home page. - Click the
icon to hide the left panel. - Click the
save and exit icon to save the changes to your space. - Logout of the f_designer account.