Live Forms Latest - This documentation is for Live Forms v9.2. v9.2 is a Cloud Only Release. Not for you? Earlier documentation is available too.

COVID-19 Response Info: At frevvo, our top priorities have always been employees and customers. We have taken several steps to promote the well-being of our people, to minimize services disruptions, and to help where we can. Visit our website for updates.

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

Form/workflow and control templates are managed by the tenant admin. Forms/workflows can be published as templates by the tenant admin or by any designer user in the tenant but only the tenant admin can permanently remove templates from the database or add them to the New Forms Wizard. Template menu items are only accessible if you are logged into .

On This Page:

Manage Form and Workflow Templates

Form/Workflow Templates can be permanently removed from the database or forms can be added to the new form wizard which appears every time you create a new form by clicking the Add icon on the Forms and Workflows Home Page. Login as the tenant admin. Click Manage Form/Workflow Templates or Home then Templates on the left sidebar. 

Click on the category or tag to display the list of published forms in a table with the following information: 

  • The name of the form/workflow template and it's form/workflow ID i.e.ID: _J1XuIGF9EemFgY-aI39GrA.
  • The description of the form/workflow template that was entered when it was published.
    • The tenant admin can test the template by clicking  (the Try icon)— the template displays as a fully functional form so you can enter and validate data before deciding whether you want to use it. Note the Try count in the Counts column will increase each time the Try icon is clicked.
    • The Create icon adds the template to an project by selecting it from the dropdown.
    • The tenant admin clicks the icon to remove the form/workflow template from the database.
    • If the published form is not added to the New Form  Wizard, clicking the icon will add it. Notice Add to Wizard changes to Remove from Wizard. Click this to remove the form template from the wizard. The New Form wizard is only available for Forms.
  • The type of template - Form or Workflow.
  • The tags associated with the template when it was published.
  • The categories the template was assigned to when it was published.
  • The Install and download counts will increase each time an Installable template (selected by the frevvo global template administrator) is downloaded/installed from the frevvo website. The Try count increases each time the Try icon is clicked.
  • The time/date when the template was published and the user id@<tenant name> who published it.

This is how the New Form Wizard looks after the Expense Report, Vacation Request and Consultant Time Sheet templates forms are added.

Manage Control Templates

Control Templates, added by designers in a tenant, can be deleted from the database by the tenant admin. Click Manage Control Templates on the tenant admin page. There you will see the list of published controls and can remove them one by one.

 

 

 

 

 

  • No labels