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 

frevvo v10.2 contains many new features and enhancements to improve the workflow design experience, improve viewing and downloading submission data, and some under-the-covers enhancements that will streamline runtime performance. v10.2 also introduces Dashboards, an exciting new feature that will provide key business insights to your stakeholders with the same visual design and logic features you love in forms and workflows. 

To see all of the new features for this release visit our Detailed Release Notes page. Here are some highlights to get you started:  

Dashboards

frevvo Dashboards is a reporting feature that allows you to collate, visualize and share metrics and operational insights from your forms and workflows. Use Dashboards to create beautiful, functional reports that give your stakeholders at-a-glance insight into your business and help you monitor the efficiency of your workflow processes. Designers will appreciate the familiar user interface, the broad selection of chart types, filtering and customization options, and the ability to deploy dashboards anywhere, just like a form or workflow.

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Ready to learn more?

• Read the Dashboards documentation.

• View the Dashboards Webinar (1 hour)

• Check out the introductory Dashboards Video (5 min) Coming soon!

Contact us at sales@frevvo.com if you are interested in adding this feature to your account.

Copy Rule Code

Customers often ask for a way to copy rules created with the Visual Rule Builder so they can be reused in the same, or another, form/workflow. To meet this requirement, we've added a copy icon 

Workflow Design Wizard Enhancements

The Workflow Design Wizard will now automatically create a 3-step workflow for you. You will be prompted to enter a name for each step. The steps are routed to the designer's email address by default, but you can change the assignment to a user or role(s) in the wizard if desired. You can still add, move and delete steps in the wizard as before. In the form created by the wizard, the initial section is labeled "Employee Info" and each approval section contains a digital signature (signed section.) The Workflow will also come with a Document Action: Send Email set to send a PDF snapshot to the designer's email address when the workflow is submitted. You may notice minor changes to the Task Notification, Messages, and Reject Email set in the workflow by the wizard. These changes are designed to help new designers envision a workflow pattern for their use case and to be a faster approach to creating a new workflow for any designer.

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It is also now possible to create an empty workflow with no steps, forms, or document actions. See this documentation for details.

Export Fields and Submissions CSV

The Export Fields tab in Form/Workflow settings to specify which fields are exportable in the Submission CSV file. You may set an unlimited number of Export Fields. Select the Available Fields and use the arrow buttons to move them to the Export Fields list. You can then reorder the Export Fields using the Up, Down, Top and Bottom buttons. Drag and drop is available for some browsers. The order you specify in Export Fields is the order the columns will display on the CSV download. One exception is that controls that are in the same Repeat or Table will be grouped in the CSV, regardless of their order in this list.

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The Submissions CSV Download will now display repeat controls and table columns as separate rows, making the file more functional for customers who view and save this download as an Excel document.

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Summary Fields

Summary Fields will be expanded to Forms as well as Workflows, receive a new UI similar to Searchable Fields and Export Fields that allows for reordering of selected controls, and will now be visible on the View Submission Details: Data tab.

Task List Enhancements

Behind the scenes, we've made enhancements that load your task list and task list search results faster than ever, improving user experience even for tenants with thousands of tasks. Here are a few other improvements you will notice in the Task List UI.

Number of Tasks

When you view your Task List's Inbox, Recent tasks, and Saved tasks, you will now see "# to #of #" at the top of your task list. This gives you a quick, at-a-glance view of the total tasks shown in this view. Pagination is not currently supported, so you will always "1 to <total tasks> of <total tasks>" at this time. This will also display at the top of the screen on mobile devices.

View My Task Available for Users with View and Edit Submissions ACL

Many customers have asked for the ability to view a read-only version of their workflow at any step. With expanded View My Task functionality, any user with View Submissions or Edit Submissions permissions has two options to view a read-only version of the workflow:

1. From the Task List, click the Audit Trail icon. Every step will display an eyeball "VIEW" icon. Click any of the eyeball icons to view a read-only version of the workflow in its current state. Use the Navigation Toolbar (always visible in Read-only View mode) to navigate to prior steps. 

2. From View Submissions, the workflow name will now always appear as a link, even when workflows are in a "PENDING" state. Click the link on any PENDING submission to view a read-only version of the workflow in its current state. Use the Navigation Toolbar (always visible in Read-only View mode) to navigate to prior steps. 

Task Perform URL

The Task Perform URL in their Task Notification Email can now be re-used to return to a workflow step that was Saved (using the Save/Load feature) or where the browser was closed (using the Save on Navigate feature.) When a user saves a task and closes the browser, they can click on the link in their Task Notification Email again to return to the step they saved.

• For steps assigned to a Role, only the user who currently has the task locked will be able to access it via the Task Perform URL in their Task Notification Email.

• In the case of a screenflow, the task will reopen at the step on which it was saved.

Post-Upgrade Delays Resolved

frevvo has implemented a new upgrade model that runs a background process to upgrade all resources (users, projects, forms, workflows, etc.) immediately after the frevvo application upgrade. This process will only run if there is a model change, not simply on a version change. The upgrade process will take some time. However, since upgrades are typically performed during low-usage periods, this will not affect most users. For users that are accessing frevvo during the resource-upgrade window, their resources will be upgraded on-demand as they are accessed. For example, logging in upgrades the user, accessing a project upgrades the project (but not its child forms, workflows, etc.), and accessing a form/workflow upgrades the form/workflow. All resources will be upgraded either via the batch process or upon access without any load delays for users.

Data Source Schema Changes

In past versions, forms and workflows created from schema were dependent on the uploaded schema at runtime. This model is heavy on memory usage and sometimes results in form, workflow, or project corruption. In v10.2 this is resolved by removing this dependency on Schemas at runtime. Instead, a cache of the schema information is maintained in the form/workflow document. This has several benefits, including making forms/workflows more resilient to corruptions, making run time leaner and simpler, and paving the way for future enhancements such as versioning.

The functional changes this entails are:

• Updating a Schema will no longer automatically update all affected forms and workflows. Instead, frevvo will flag all forms/workflows that need to be updated and the designers must edit the form/workflow, refresh the data sources and then save. At this point, the designer always has the choice of canceling. The form will continue to work based on the old schema until the designer refreshes it. You will no longer see a yellow warning that controls are unbounded after a schema update.
  

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• There is a new "Refresh data sources" option in the form/workflow's upper right-side action menu. Click this to refresh that form/workflow's data sources.

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• Form/Workflow uploads containing schemas:

  • When the project does not contain the schema, the upload will always add the schema from the zip.

  • When the project does contain the schema in question, the upload will ask whether the user wants to replace it. If the schema is replaced, all forms/workflows in the project will be checked and flagged when incompatible. Otherwise, if the schema is not replaced, then only the uploaded form/workflow will be checked for incompatibilities against the existing schema.

• Compatibility will only be checked for the top-level elements (i.e. DocumentTypes) used in a form/workflow. If a top-level element is not used, then the form/workflow will not be incompatible.

• You will no longer see the _types.xsd alongside .formtype files in the database or when downloading forms/workflows. The information that used to be in the _types.xsd file is now stored inside the .formtype file.

Form Loading Indicator

A blue spinner will now appear in the center of the screen when a business rule or other condition takes more than 1.5 seconds to load to communicate to the user that the form is loading. The ComboBox control has a similar indicator for conditions where searching for a typed-in value takes longer than 1.5 seconds. 

Here are some common conditions in which the user may see this icon: 

• Rules, Document Actions, or Form actions are being executed

• A schema-bound / Doc URI table is populated

• A table is populated from a Google sheet

• A table/repeat control is scaled from few to many or many to few rows through rules

• A rule/loop runs at the form load event and delays the opening of the landing page

• A large amount of data is populated in the dropdown through query

• A ComboBox searches for a typed-in value

• PDF generation takes a long time upon form submit 

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Retired Features