Live Forms v7.1 is no longer supported. Click here for information about upgrading to our latest GA Release.
Form and Doc Action Wizards
Close the Window
After the user submits the form, if the form was shared via "Full Page/Popup" or "Link (Email/Web page)", the window containing the form will be closed.
Display Message
After the user submits the form, the browser will display a standard
The message can be customized, using the wizard's control dropdown, with values the user enters into the form. For example if your form contains a fields named firstName and lastName, you can set your message to "Thank you {firstName} {lastName}". Now when a user submits the form the controls templates {firstName} and {lastName} will automatically be replaced with field values "Thank you Joe Smith". See using templates in form/doc/error actions for full details.
Another useful message is to display a link back to the form. For example the display message:
The display message would be written as follows. The URL back to the form is the share dialog Raw Form link.
Thank You!<br/><br/>
{Company}'s account will be created within 24 hours.<br/>
A "A New Account" email will be sent to {Email}.<br/><br/>
<i>RedStone Customer Support</i><br/><br/>
Click <a href="http://test.frevvo.com/frevvo/web/tn/redstone/user/designer/app/_OLlAYUouEd-0jOS-XMShUg/formtype/_YRsQYEyBEd-OltN4g8wchQ?_method=post &embed=true&locale=">here</a> to request another demo accountThe form/flow URL in the above HTML example can be constructed dynamically in a business rule. See this rule example.
Javascript is not allowed in the display message. Plain text, html and control templates are allowed. Anything else will break the message and nothing will be displayed.
Show In
Both the display message wizard and the forward to web page wizard allow you to select where the message is displayed on the page using the "Show In" dropdown. There are three choices: Frame, Parent and Top. This tells the browser where to show the text (if you chose Display Message) or the new Web page (if you chose the Forward to Web Page).
Frame means inside the form's iframe
Parent means inside the form iframe’s immediate parent
Top means at the top of the page, regardless of how many parents are outside the iframe.
Forward to Web Page of Your Choice
After the user submits the form, the browser will be redirected to another URL, which you supply in the URL field. You must include the http:// prefix (e.g., http://myhost.com/thankyou.html). The application can have a Form Action Base URL which you set in the application properties. For example, you can have http://myhost.com/ in the application baseURL and simply “thankyou.html” in the Form Action URL field.
You can use a form field template in the URL field. Ex: http://localhost:8082/URL!encode=false}. The encode=false template parameter is important to avoid mangling the URL. See Templatized String Parameters for details.
Show In
These are the same options as described under the display message wizard above. Unless you have created a special page that you know will fit correctly within the form’s iframe you should not choose iframe. Choose the Parent or Top option instead.
Forwarding users to a web page that is located in a different domain will not work.
Forward to Paypal
When the form is submitted, users will be forwarded to Paypal to complete payment. This multi-step wizard guides you through configuration:
Paypal account login
Paypal invoice description based on form values
Paypal payment amount from form values
and more...
Post Data then Forward to Web Page
After the user submits the form, the browser will POST the user’s data to the URL you specify in the wizard’s URL field and display whatever is returned—the next page to display.
Fill in the Post Submission to your Application wizard with the following information:
Enter the URL to the application where you want to post data:
Your URL field must include the http:// prefix (e.g., http://myhost.com/services/processPayment). The application can have a Form Action Base URL which you set in the application properties. For example, you can have http://myhost.com/services/ in the application baseURL and simply “processPayment” in the Form Action URL field.
The URL can also include control templates. This can be useful when you wish to specify a production versus a test server. For example: http://{serverURL}/services/processPayment/{customerId}. Using this form URL, you can specify serverURL using &_data=(serverURL:'testhost'). This makes switching from a test server to a production server a matter of setting the form URL parameter "serverURL" rather than editing the form itself. See Initializing Forms with Data for more details on _data usage.
You can use a form field template in the URL field. The encode=false template parameter is important to avoid mangling the URL. See Templatized String Parameters for details.
Send the data as a PDF attachment or other image type using the Send Snapshot dropdown. The image type options are PDF, PNG or JPG. Select the blank option from the dropdown to exclude this attachment in the submission.
Attach an XML data document using the Send Data checkbox. This checkbox is checked by default. Uncheck it to exclude the XML data document in the submission.
Attachments uploaded to your form/flow are included if the Send Files checkbox is checked. This checkbox is checked by default. Uncheck it to exclude attachments in the submission.
If you have Pixel Perfect mapped PDFs (ex: W-4, I-9 etc…) associated with your forms/flows, choose the action you want to take from the Send Gen Forms control:
• Check All to send all the Pixel Perfect PDFs. This is the default value.
• Check None to send none of the PDFs
• Check Select to display a list of all the PDFs associated with your form/flow. Click the ones you want to be part of the submission. Hold down the Shift key then click the files in the list to select all PDFs or hold the control key and click specific PDFs.
POST responses must be displayed in the frevvo form frame. It is not possible to modify the Show In dropdown.
Forwarding users to a web page that is located in a different domain will not work.
Error Action Wizards
These wizards optionally allow you to customize what the user sees if an error occurs. You can either display a message or forward users to a web page of your choice. The wizards behave exactly like the corresponding Form Action wizards above. The Display message can be customized to display the actual error that occurred by adding the special {_frevvo_root_cause_msg} template to your message text. This is helpful for debugging, especially if your are using
Doc Action Wizards
The doc action wizards configure what happens to the entered data when a user submits your form. See Doc URI Wizards below for details on using the wizards to config the doc URI settings. Please also refer to the processing submissions tutorial.
This wizard has three tabs as shown in the screen images below:
Doc Actions
Additional Email
Doc URIs
Using these wizards you can:
Do nothing with the data
Email the data to an email address
Post the form data to your web application
Save the data to PaperVision®/ImageSilo®
Save the data to a Google Document.
Save the
submissions to a local or remote filesystem using the Filesystem connector.