Live Forms Latest - This documentation is for Live Forms v10.0.* v10.0 is a Cloud Only release.* Not for you? Earlier documentation is available too.
Live Forms supports four types of templates:
Installable Templates are pre-built workflows and forms that are easily added to your Live Forms tenant. The templates and associated Guided tours are a great way to get started designing forms and workflows.
Control and Form/Workflow Templates make it easy to reuse existing work you have done in previously created forms/workflows and to share that work with other designers.
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Why reinvent the wheel? Live Forms includes several pre-built workflow and forms templates. The frevvo website has many examples that showcase Live Forms features to solve real business problems. Whether you are new to Live Forms or a valued customer, the pre-built templates are designed to let you quickly try out a form or workflow.
Don't have a frevvo tenant yet? No worries - click the Free SignUp button on the login screen to register for a 30 day free trial.
In addition to the prebuilt templates provided by Live Forms, tenant-wide templates may be published for use by any designer in your tenant. This is a two step process. First, the designer publishes the template. Then, the tenant admin promotes the template so other designers can find it in the Installable Templates dialogue.
Installable templates and Guided Tours are only available for frevvo Cloud customers at this time. These features may be included in a future on-premise release.
Templates are available to all Live Forms designer and tenant admin users. When designer users log into Live Forms tenant, the Projects Home page displays.
Tenant admin users must click the Home link in the top right corner to navigate to the Project Home Page.
Don't see the template you are looking for? Follow these steps to locate a template and install it in your frevvo Cloud tenant:
There are two ways to search for Installable Templates:
When the search screen displays, the All Templates tab is highlighted. Type your search criteria into the search box to search all available Installable Templates.
Click a Category tab of interest and type your search criteria into the search box.
Users must be logged-in to Live Forms in an account with frevvo.Designer permission to use templates.
You can make any of your existing forms/workflows into a template that you and other designers in your tenant can then use as a starting point when creating a different form. The forms/workflows you publish will be available to all users in your tenant with the frevvo.Designer permission.
From the Forms and Workflows Home Page, select Publish as Template from the Form/Workflow Operations menu for the name of the form/workflow.
The Publish Template wizard contains the following fields:
Click Submit to publish your template or Reset to clear the fields and start over. If you change your mind and don’t want to publish your template, click the X to close the wizard. Next, your tenant admin should log in and follow the steps below to publish the template to all designers in the tenant. You can use your published template and it will be available to all other logged-in Live Forms designer users in your tenant.
Follow the steps above for Searching for a Template. Your published templates will also be available along with those from frevvo.
Users must be logged-in to Live Forms in an account with frevvo.Admin permission to use templates. Click Manage and then Manage Templates. You will see all of the published templates for your tenant displayed in a table.
Alternatively, click Home and then select the Templates tab. You’ll see the categories or tags you created when you published your template. Some tags are in larger font; this means you’ve used these tags for more than one template. Click any category or tag to display a list of matching templates.
The Form/Workflows by Category and the Form/Workflows by Tag display the list of matching templates in a table. The table provides the following information:
We recommend that tenant admin users not create or edit forms, nor have roles assigned to them. Tenant admin users should restrict themselves to administrative tasks. Designers will access the template via the steps above.
A control template is a control or a group of controls that a user published in the Form Designer so that it can be reused in other forms and by other designers within the same tenant. You typically want to publish control templates after you spent hours working on a complex form with sophisticated layouts, field patterns, business rules, etc., and want to avoid redoing the work in a different form(s). You also may want to use control templates when you need to split the work among a number of form designers, where each designer is responsible for creating a subsection of a complex form and another designer is responsible for assembling these control templates into a final form or workflow.
For more information about control templates, see the Control Templates topic.