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Prerequisite

frevvo Cloud Account or On-Premise software installed with a tenant created.

Using this template requires the following steps:

 Step 1. Create Users and Roles
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.
 Step 2. Upload the Purchase Order Template
  1. Click this link to download the template and save it (PurchaseOrder_app.zip).
  2. Logout of the tenant admin account and login as f_designer@yourtenant (this user was created by the previous step).
  3. Click the  Upload icon at the top of the Applications page.
  4. Leave all checkboxes unchecked and upload the PurchaseOrder_app.zip file.
  5. Click the Edit button for the Purchase Order application that was created and click the Flows button at left.
  6. Click the  Deploy icon for the Purchase Order workflow.
 Step 3. Create a Space

A space is a built-in portal that's very easy to create and makes it easy to test your workflow.

  1. Make sure you have deployed your workflow at the end of Step 2 above.
  2. Click the Spaces link at left. Click the  New icon. Enter Portal as the Space Id and click Create.
  3. Click the  Edit icon on the Space Home page. 
  4. Click the icon to hide the left panel.
  5. Click the  save and exit icon to save the changes to your space.
  6. Logout of the f_designer account.
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