Name

This is the name you see on the Flows home page where your flows are listed. We recommend changing the name to make it more meaningful than the arbitrary name assigned when you create it, but keep in mind it is a working name only, so users will not see it.

==== Description ==== 
By default all flow descriptions say, “Edit the flow to change this description,” but you can change this if you wish. The description appears as a tooltip when you mouse over the area just to the right of the flow's share [[Image:application_form_add.gif]] icon on Flows home page. You also see this description when you view individual submission documents.

==== Navigation ====
frevvo can automatically generate and display a navigation toolbar for your flow using which users can navigate back and forth in the flow. There are four available options:

* None: This option displays no navigation toolbar. This is useful for situations where the same form is being passed between users for signatures e.g. Vacation Request workflow filled in by an Employee and signed by a Manager.
* Navigation Toolbar: this displays a standard navigation toolbar with links for each step.
* Percent: This displays progress through the flow as a percentage.
* Step 1 of 4: This option displays progress through the flow as a counter.

==== Visibility ====
This field provides access control for the flow and has the same meaning as [[V4_Designing_Forms#Visibility | Visibility for forms]].

==== Task Info ====
When you save a partially filled flow to continue it later or when frevvo puts a task on your task list as part of a workflow, the task is accessed via your task list. This field controls the name that gets displayed in the user's task list. For more details, see the [[V4_Tasks_Home_Page | Tasks documentation]]. This field can use [[V4_Designing_Forms#Templatized_Strings | templatized strings]] for dynamic content, e.g. the Task Info can contain "Vacation Request for {FirstName} {LastName}" where FirstName and LastName are the names of fields in a form from a prior step in the flow. Before putting the task on a user's task list, frevvo will resolve the Task Info string using the actual values of the FirstName and LastName fields e.g. "Vacation Request for Tom Smith".

You access your [[V4_Tasks_Home_Page | Task list]] from your applications home page. You use the Task list to [[V4_Tasks_Home_Page#Perform_a_Task | perform tasks]] assigned to you, to [[V4_Tasks_Home_Page#View_Task_History | view a task's history]], or [[V4_Tasks_Home_Page#Search_History | search for tasks]] you've participated in — a tenant admin can also [[V4_Tasks_Home_Page#By_Admin_2 | search for other users' tasks]].

==== Pending Msg ====
This is the message that is displayed on the screen during a workflow when the next step must be performed by a different user/role and frevvo puts it on that user's task list. For example, in an Vacation Request workflow, the first step may be filled in by an Employee but the second step (approval) must be signed by a Manager. When the Employee clicks Continue, frevvo will put the task on the Manager's task list and display this message on the Employee's screen. This message can use [[V4_Designing_Forms#Templatized_Strings | templatized strings]] for dynamic content, e.g. the message can be set to "Thank You {FirstName} {LastName}. Your request has been submitted to your manager for approval." where FirstName and LastName are the names of fields in a form from a prior step in the flow. Before putting the task on a user's task list, frevvo will resolve the pending message using the actual values of the FirstName and LastName fields e.g. "Thank You Tom Smith. Your request has been submitted to your manager for approval.".

==== Tracking Id ====
See [[V4_Designing_Forms#Tracking_Id | Tracking Id]] described in designing forms.

==== Setup Key/Saved/Summary Fields ====
This setting controls which fields are saved to the built-in submissions repository. By default, all your data is saved as an XML document. This is the most efficient way to store/access your data both in terms of speed as well as storage. However, if you prefer to view your data via the submissions user interface, you can choose which fields are saved in addition to the XML data. Note that this could incur significant performance overhead and will also consume additional storage in the repository.

Clicking on the link displays a wizard. The wizard will display the fields from your flow. Key and Saved fields have the same meaning for flows as for forms. Please refer to the [[V4_Designing_Forms#Setup_Key.2FSaved_Fields | Setup Key/Saved Fields]] documentation for forms for details on these fields.

'''Summary Fields'''
<br style="clear:both;"/>
You may select the fields you want to appear in the Summary view if you have a Summary step in your flow. Only checked fields will appear in the Summary.

==== <span id="flowPrintable">Printable</span> ====
If you check a flow's printable checkbox a Print button will be displayed in Summary steps of the flow. If you don’t want users to print your flow, uncheck the checkbox so users will not see the Print button. You can control which fields are printed by setting up which fields are displayed in the Summary View as described above.

Flows do not current support a print icon as is available on forms. This will be added in an up coming release. One solution is to add your own print link as discussed in the chapter [[V4_Using_Forms#Printing_Forms | Printing Forms]].

Each activity also has a printable property which controls whether or not that activity appears in the [[V4_Integration#PDF_Integration | PDF document view]]. See [[#Printable_2 | activity printable]] for full details.

==== Save PDF ====
When checked a PDF image of the flow is saved in frevvo's submission repository. See the documentation for the [[V3_Viewing_Form_Submissions#Viewing_PDFs | submissions repository]] for details on viewing the PDFs saved there.

Since flows are a combination of multiple forms or a single form visible in multiple activities or a combination of the two, it is important to understand what controls will be printed with the PDF is generated. See the topic discussing the [[#Printable_2 | activity printable property]].

==== Show Logo ====
This property is checked by default and causes the “powered by frevvo” logo to appear on your flow. Uncheck the checkbox to remove the logo from your flow.

Save/Load

If you check this checkbox a Save button will be displayed for each step in your flow. If you don’t want users to be able to save partially completed flows and continue them later, uncheck the checkbox so users will not see this button.

This feature is useful for flows containing lengthy forms where your users may not have all the information required to complete the form in a single session. By clicking on the Save button, a copy of the flow with all the current values is saved by frevvo. frevvo will also generate an entry in the user's task list from where the user can continue working on the flow at a later time.

If you are not authenticated, clicking the Save button will display an authentication dialog that requires you to login. See [[V4_Using_Forms#Save.2FLoad | the documentation on using forms and flows]] for more details.

Users can repeat the save/load steps as many times as they wish.

Saved flows are not the same as submitted flows. Saved flows do not appear in the Submissions Repository. Saved flows can contain invalid data and can also contain required fields with no values yet entered. When such a flow is re-loaded the missing and invalid values are again flagged as such by frevvo. And the flow cannot be continued/finished until corrections are made to those fields.

==== Show in History ====
If this checkbox is unchecked, tasks for the form or flow will not appear in [[V4_Tasks_Home_Page#Search_History | Task History searches]]. If you want them to appear, make sure this box is checked. Checking or Un-checking it affects all tasks including ones that were created prior to the action.

==== Task for First Step ====
If this checkbox is unchecked and the flow requires a specific role or user to execute the 1st activity then a person who tries to use the flow and does not have the required role or is the specific user will get an error message:

<pre>
Error
Access Denied. Either you are not authenticated or you do not have the proper permissions/role.
</pre>

If this checkbox is checked, and a person without the correct user or role tries to use the flow, the flow will be auto-started and sent to the task list of the person(s) specified in the user property or the roles list. The user who tried to access the flow will see the Pending Message setup for the first step or the default pending message "Your Request is being processed".

This feature is useful for auto-starting flows programmatically. For example if you need to process a batch of invoice whose metadata is a row in a .csv file. You can programmatically process the .csv file and auto-start a new flow for each row in the .csv initializing the form fields with data from the .csv.

Another use case may be for a person in the HR department to auto-start a employee performance review by placing new review forms on each manager's task list for each of their reporting employees.

==== Force Auth ====
See [[V4_Designing_Forms#Force_Auth | Force Auth]] described in designing forms.

=== Flow Style Properties ===
Each property is described below.

[[image:formStyleProps.png]]

==== Width ====
This specifies how wide forms in your flow will be. The default “regular” width is 600px, but the dropdown also includes thin (400px) and wide (800px). You also may pick the custom option; this will enable the box to the right of the Width dropdown and let you specify your own width.

==== Theme ====
You can choose a theme to alter the appearance of your form. frevvo provides two global themes : Clear or Professional Blue. The Clear theme gives your form a clear (white) background and the Professional Blue gives your form a soft blue background.

Of course, you may [[V4_Customizing_Themes | create a custom theme]] instead of using the default themes. After you have added the customized them it will appear in the dropdown list along with the pre-defined options.

Flow Info

The Flow Info tab summarizes the settings selected and configured via the [[#Form_.26_Doc_Action_Wizards | form and doc action wizards]].

* '''What users will see?''' depends on the form action wizard configuration
* '''What happens to my data?''' depends on the doc action wizard configurations
* '''Doc URI settings''' depends on the doc URI wizard configurations

[[image:formInfoProps.png]]