V4 Getting Started Guide

frevvo Live Forms™ v4

This guide takes you through the process of designing, deploying and using your first simple frevvo form and workflow. You'll quickly see how easy it is to create forms and flow with frevvo. To use this guide, follow the steps below starting with Logging in. Each step below contains links to more detailed information.

If you'd rather jump directly into more detail documentation describing how to design, deploy and use frevvo Live Forms™ use the navigation links to the left.

Evaluating frevvo

Click here to access simple steps and videos for easily Evaluating frevvo Online or In-house software.

Logging In

Live Forms supports both a hosted SaaS model via Live Forms Online, and an on-premises model via Live Forms In-house where you download and install the Live Forms software on your computer.

Subscribe to Live Forms Online

If you are using Live Forms Online you will automatically get a 30 day free trial when you signup for your new account.

The first step is to access the frevvo application in your browser and login. Point your browser to our frevvo hosting site: http://www.frevvo.com. You will be prompted to enter a tenant ID and name, and an administrator name and ID. Note that you cannot change the tenant or administrator ID's after you create them. We suggest using "admin" as the administrator ID and password. When you've set up your administrator, you can log in as the admin to create additional tenants.

Download Live Forms In-house

Get a 30 day trial by Downloading here.

The first step is to access the frevvo application in your browser and login. Point your browser to your Live Forms In-house server http://<yourhost>[:8082]. You will be prompted to enter a tenant ID and name, and an administrator name and ID. Note that you cannot change the tenant or administrator ID's after you create them. We suggest using "admin" as the administrator ID and password. When you've set up your administrator, you can use the admin login to create additional tenants.

Video and Step-by-Step Tutorials

For help getting started creating forms and work flows, watch and follow our video and step-by-step tutorials.

Create an Application

Upon successful login, you will see a page labeled “Applications”. frevvo forms and workflows are organized into Applications. Applications contain one or more forms and workflows depending on your needs. Applications also contain other projects elements such as form submissions, tasks and schemas. Before you create your first form or workflow you will need to create an application.

Click the icon to create your first application. It is given a randomly generated name. You can add additional applications here or delete the ones you no longer need by clicking the icon next to your application’s name.

First, rename your application to something more meaningful by clicking on the properties icon below your application. Give your application a new name and a meaningful description so that when you see it in your application list you’ll be able to quickly tell what it’s about.

The properties page also enables you to set your application’s theme and base URLs. For this simple example, use the default theme Clear. And leave the base URLs empty.

Getting Started with Forms

Click Getting Started with Forms to walk through the steps involved in creating a simple form. Also see the Designing Forms and Using Forms and Flows topics for more detailed instructions.

Getting Started with Flows

Click Getting Started with Flows to walk through the steps involved in creating multi-page forms and workflows that route your form through an approval process collecting digital signatures along the way. Also see Designing Flows and Using Forms and Flows topics for more detailed instructions.

Themes

The Themes tab enables you to customize the style of your forms & workflows so that they fit into the look & feel of an existing web application.

Most customization can be accomplished using the Form Designer and using one of frevvo's build-in themes like Clear or Professional Blue. See the Form Designer's form style properties and the control style properties. But when more extensive customizations are required, you can download one of frevvo's themes and modify it to suit your requirements. See the Customizing Forms for details.

Integration

Eventually you will want to integate your new frevvo forms and flows into your existing web application or with other products such as a Database, BPM product, SOA, Web Services. Because frevvo is XML compliant and schema aware this is a straight forward task. See Integration for details