frevvo Latest - This documentation is for frevvo v10.2 v10.2 is a Cloud Only release. Not for you? Earlier documentation is available too.
The Workflow Design Wizard lets designers quickly designate their workflow pattern and routing by providing default controls, rules and assignments that can give you a functional workflow in moments. Here's how it works:
Log in as a designer user. Create a New Workflow from the Projects Home page or from the Forms & Workflows Home page within a project.
Select Create a New Workflow from the
Add Content menu.Give you workflow a meaningful name and description. Remember that the Search feature will find results in names and descriptions, so using keywords here can help you find this workflow later. Then click Next.
Initially, frevvo creates a 3-Step approval workflow. Give each step a name, e.g. Employee, Manager, etc.
The first step is "New Form", meaning a new form with a few controls will be created for you. Use the dropdown to choose an existing form in your project instead if desired. The first step is fixed and cannot be deleted nor moved up or down (it is always first).
The next two steps are set as approval steps, assigned "To an Email Address", with the designer user's email address as the default assignee. Use the dropdowns to change the Step Type and Assignment Type as desired. You may also change the email (or user/role) in the Assign To field.
Click
Add Step to configure additional steps. Give each step a meaningful name. Additional steps will default to Step Type "Approval Step," Assignment Type "To an Email Address", and Assign To the current user's email address. You can edit these defaults right from the wizard.Use the Move Step Icons
to reorder steps, and the Delete Step icon to remove a step.The Workflow Wizard allows selection of three types of steps.
Any step (after the first step) can be assigned to one of three options.
To an Email Address provides a text field for you to enter an email. It will default to the current user's email, and you can change it if you wish.
To a User provides a typeahead search of users in your tenant. Select a user to add to the Assign To field. You can only select one user.
If you want to assign a step dynamically using a control in your form, you can do this later in the Workflow Designer. For now, choose one of the above options.
Simply click Finish when you are done adding and configuring your steps. You will be redirected to the Workflow Designer where you can further customize your workflow and steps.
The Workflow Design Wizard will also automatically customize the Task Information, History, and Pending messages and Task Notification based on the type of step and assignment you chose.
The Task Information message is set to “{flow.name} from {firstName} {lastName} requires approval.
The History Message is set to
The Pending Message is only set if the following step is assigned. It is set to “The {flow.name} was sent for approval/further processing. An email notification has been sent. Check your email to continue the workflow.”
The Task Notification Email Subject is set to either “{flow.name} from {firstName} {lastName} Requires Approval/Further Processing” depending on if an approval step or non-approval step. The Task Notification email message is set to “{flow.name} has been submitted has been submitted by {firstName} {lastName} for your approval/further processing.<br/><br/>Please approve the {flow.name} by clicking <a href="{task.perform.url}">this link</a>.”
Each assigned step in the workflow will include default "Reject To" and "Reject From" settings, as well as default Reject Email settings. These include some special templates such as {flow.activity.name} which indicates the step of the workflow and {flow.activity.reject.reason} which resolves to the reason given by the user at runtime.
The Workflow Design Wizard automatically created an Document Action: Send Email to send an email to the workflow designer upon submission. You can find this in Settings Editing Mode, in the Document Actions: Send Document tab. Notice that the To Email is set to the workflow designer's email, the Subject and Message are customized, and a PDF snapshot of the workflow will be attached. You may further customize any of these fields or choose another Document Action if desired.
The Workflow Design Wizard will also place a default error message with the CSS Class f-submit-error on any new form it creates. This will automatically appear if the user attempts to submit the form with validation errors, and will disappear as soon as those errors are corrected.
Perhaps you are a power user who wants to create a workflow from scratch instead of using the wizard, or you want to set up a workflow but not create the extra controls, rules and document actions that come with the wizard. No problem! At the step configuration screen, simply delete all of the steps, then click FINISH. This creates an empty workflow. Then you can follow the Working with Steps documentation to add and configure steps as desired.