V4 Spaces

Overview

Note: Spaces are available in V4.1.5 and higher.

A frevvo space is a web page that organizes and displays applications. A space has a tab for each application, and each tab has a drop-down list of the deployed forms and flows in that application. When you click on a form or flow name, the space opens the form in the page. A space also has a home panel and two optional panels at the left and at the bottom of its page. You can edit the content of any of these panels; you can also choose not to include the optional panels. You can apply a theme to a space as you do to forms.

Each user in a frevvo tenant can create, edit, and delete his or her own spaces. You can share the URL to a space with others inside or outside your organization.

If you share a space, you are essentially creating a website — anyone who has the URL can view the space. Whether or not someone can actually open a form or flow and use it depends on the Visibility property of the form. A form or flow must be Public for anyone to use it. An outside user will be blocked if he attempts to open a non-public form, and may even lose his session credentials with the space. Also, remember that a form must be deployed to production for it to appear in an application tab menu.

Create a New Space

When you create a space, frevvo creates a tab on the space for each of your applications — and also adds a Task List tab. The application tabs display a list all of the deployed forms in that application; undeployed forms are not included. If an application has no forms, frevvo doesn't create a tab for it.

You create a new space from the spaces home page.

1. If necessary, click APP after you log in, and then click Spaces.
2. Click to create a new space, type a Space ID and Space Name, and then click Create.

The new space is added to the list.

The spaces home page lists any spaces that you've already created. On this page, you can:

• Click to create a new space.
• Click to delete an existing space.
• Click to edit a space.
• Click to test a space.
• Click to share a space.

Note: If you add or remove applications or add or remove forms or flows from applications, and you want to update the space that contains them, delete the old space and create a new one. You can use the same name as the original space. The new space will contain all your current applications, forms, and flows.

Edit a Space

Click to display your space in the space editor. The editor displays your space as it will appear if you share it with others. The editor also includes a Properties panel at the left of the space, a toolbar at the top with Finish and Cancel buttons, and editing tools you can use for the three panels in the body of the space, the logo area, and the application and Task List tabs.

Edit Space Properties

Use the Properties panel to edit the the space Name, choose a different Width, or apply a Theme to the space. If you change any of the properties, fevvo refreshes the space so you can see your changes.

Note: The two global themes, Clear and Professional Blue, each contain a Cascading Style Sheet document (space.css) that you can use to customize the look of your space. See Customizing Themes for more information about using style sheets in themes.

Edit the Panels and Logo

You can edit all three panels in your space, and you can show or hide the left panel and bottom panel. You can also remove or replace the logo.

• Click to edit a panel, upload a graphic file to use as a logo, or to edit the application tabs.
• Click to remove the logo.
• Click or to either hide or show the left and bottom panels. When hidden, the editor displays the panels grayed out.

When you edit a panel, frevvo displays its contents. You can add your own content and format it using HTML tags. To replace the logo, browse for the graphic file you want. Click Finish when you're done.

Edit the Tab Menus

Click to edit the application tabs. You can use editor shown below to add, delete, or rearrange the tabs in your space, and add or remove forms or flows from the drop-down tab menus. The editor uses this format:

• Text that begins with a single asterisk is a tab name — * Human Resources is a tab name.
• Text that begins with two asterisks is a form or flow name — ** Home Address is a form or flow name.

To add a new tab, type its name and begin it with a single asterisk. Use two asterisks for a form or flow name. Notice that a form or flow name is followed by a URL that identifies it. For example, the full entry for the Human Resources > Home Address form in this example is:

** Home Address|http://test.frevvo.com/frevvo/web/tn/davidtest.com/user/maggie/app/_w8e-0b3bEeCkHbJ37QR1kg/formtype/_9aFo0L34EeCO34Eh3wZ5fg?_method=post&embed=true&locale=

To add a form or flow name to a tab, you'll need its URL. Follow these steps:

1. On the applications home page, click to edit the application that contains the form or flow you want to add.
2. Click the button to open the Share Form panel for the form you want.
3. Click Raw form link to display the raw URL.
4. Copy the URL, then in the tab editor, type a | character after the form name, and then paste the form's URL after it.
5. Click Finish to update the tab menus.

Test a Space

Click to test a space. The space is displayed as it will look to anyone you gave its URL to. If a user has the correct credentials, he can fill out and submit forms and flows. Close the window when you're done testing.

Share a Space

Click to share a space. frevvo displays your space's URL — this is the link you distribute to those who you want to view your space. Remember, whether or not someone can actually open a form or flow and use it depends on the Visibility property of the form.