This documentation is for Live Forms 9.1. v9.1 is a Cloud Only release. Not for you? Earlier documentation is available too.
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The initial release of Live Forms Version 9.1 will be deployed to the frevvo Cloud in December 2019. This is a Cloud-only release.
Automatic Upgrade for Live Forms Online (Cloud Hosted) Customers
Live Forms Online cloud hosted customers will be automatically upgraded in December 2019. The automatic cloud upgrade will be seamless. Cloud customers should review these topics to prepare for the new version of Live Forms.
If you have any questions, please email support@frevvo.com. Live Forms v9.1 contains a modern, intuitive new user interface that make it easier than ever to organize and navigate your content. To see all of the new features for v9.1 visit our Detailed Release Notes page. Here are some highlights to get you started: Watch our 30-minute What's New in v9.1 Webinar for a tour of our favorite new features! You will see several improvements to the User Interface (UI) throughout Live Forms which make navigating projects, forms and workflows simpler and more intuitive while retaining all of the your favorite functionality. This documentation space is updated to reflect the new UI. If you have internal documentation, consider updating it to reflect these changes. The My Projects Homepage replaces the My Applications Homepage from prior versions. All of the operations that can be performed on a project are available by clicking on the Action Menu icon (three vertical dots) on the right side of each project, as shown below. Menu Item Description Open (Formerly Edit) Opens the project. Properties Allows user to customize the Name, Description, Layout, Style, Form Action Base URL and Doc Action Base URL. Note that this is the only place where a project's properties are available. Download Downloads a zip file. The zip file name will have a suffix of "_project.zip". Share Produces a share URL for the project. The URL will still contain '/app'. Delete Delete the project (you will be prompted to confirm.) Within each project, forms and workflows are now listed together in the Forms and Workflows homepage. By default they are listed in order of last modified date. The user can sort the list based on last modified date or alphabetically using the sort icon above the list. Shows the access control dialog. In previous versions of Live Forms, it was easy to see which forms or workflows were deployed based on the status of "deploy/undeploy" icon. In v9.1 the convenience of at-a-glance view for deployed forms and workflows has been preserved. Deployed forms and workflows will now appear in the list with a flag icon beside them. Here is an example of a list of forms and workflows in which one workflow is deployed: The Schemas screen received a UI refresh in a similar fashion to the Projects and Forms/Workflows screens. Schemas are now sorted alphabetically by name and item numbers have been removed. Each item has a 3-dot item menu that contains all of the existing operations. Use the The Script screen received a UI refresh in a similar fashion to the Projects and Forms/Workflows screens. The current script has an The Spaces home page received a UI refresh in a similar fashion to the Projects and Forms/Workflows screens. Spaces are now sorted alphabetically by name and item numbers have been removed. Each item has an creating a new space you will be directed immediately to the Space Designer to begin editing, rather than back to the Spaces home page. The Styles screen received a UI refresh in a similar fashion to the Projects and Forms/Workflows screens. Styles are now sorted alphabetically by name and item numbers have been removed. Each Style has an This feature applies only to tenants using the default security manager. Good security is a desirable feature and is becoming mandatory with compliance initiatives like GDPR. Tenant admins can now set password strength requirements on the Create Tenant or Manage Tenant screens. There are four password strength options (Fair, Good, Strong, Very Strong) or the field can be left blank if you do not want to enforce password strength. In v9.1, leaving this blank will still require a minimum password length of 8 characters. When you change the password strength requirement, users whose passwords do not comply will automatically be prompted to change their password on their next login. A user creating or resetting their password will be required to meet the password strength specified by the tenant admin. Password strength is indicated as the user types by a Password Strength Meter visible below the entry. There are no specific length or character requirements, but the meter will detect the strength of the password based on use of uncommon words or phrases and unpredictable use of capitalization, numbers and special characters. Helpful suggestions appear to prompt the user towards a stronger password. Password length is limited to 100 characters and an error message will appear if user attempts to enter more than 100 characters. Users cannot use their old password or a temporary password as the new password. Here are screenshots of what a user might see if the Tenant Password Strength is set to "Strong." Strong and Very Strong passwords use uncommon words or phrases and unpredictable use of capitalization, numbers and special characters. The Google Connector was automatically upgraded to v3.0.0 for Cloud customers. See the Google Connector v3.0.0 Release Notes for more detail. With the transition from "Applications" to "Projects," some of the built-in data used in rules and templates is updated in v9.1. The following built-in data has been added: The corresponding application equivalents (form.application.id, app.id, and app.name) will be available for a limited time and may not be supported in a future release. Designers should update their forms/workflows to use the new built-in data at their earliest convenience. Designers can now set the table column printable property using rule code. Here is an example. Line 1 will set the entire column's printable property to false; lines 2-4 show an example of how to make individual cells not printable. Keep in mind that the column setting will override the setting of individual cells. Setting a column to printable is a feature introduce in the v7.4.19 patch for in-house customers and v9.1 for Cloud customers. If you were using a rule to set a column to printable in a prior version, edit the rule and re-save it to ensure that the column setting takes effect. In prior versions, controls whose type was changed (i.e. from date/time to date) after initial design could give an unexpected error when the user entered valid values. This has been fixed, but for workflows that had this error in prior versions, customers should take these steps to trigger the updated type definition: The Date/Time control type is meant to represent a point in time, so certain functions in the Visual Rule Builder (year, month, day, hour, minute) are not available on this control type. In prior versions, the '+' operator could be used in the right-side of expressions for either addition of numeric values or concatenation of strings. However, using the '+' operator for both functions could cause browsers to hang on longer expressions. Starting in v9.1, the '+' operator will be used only for addition. Use the function concat(text1, text2, text3) to concatenate text strings. Some of our terminology was updated in v9.1, such as "Applications" to "Projects" and "flow" to "workflow." As a result, some page titles in our documentation and their URLs have changed. If you have our documentation bookmarked, please use the left-hand page tree to navigate the documentation and update your bookmarks so that you can always find what you are looking for.New Features
Redesigned User Interface
My Projects Homepage
Add Content/Install Prebuilt Templates
Add icon to add content.
Create a New Workflow or Create a New Form will prompt you to either add the new content to an existing project or create a new project.Forms and Workflows Homepage
Menu Item Description Edit Opens the form or workflow in the appropriate designer. Test Opens the form or workflow in another browser tab/window in test mode. Set Permissions Duplicate Creates a copy of the form or workflow. This function is extended to workflows in this release. Share Shows the share form or share workflow dialog. Deploy/Undeploy This menu item and icon is dynamic. If the item is deployed, the menu item will beUndeploy . Download Downloads a zip file. Publish as Template Same behavior and UI as in the previous release. Submissions Opens the Submissions view. Submissions (Legacy) Opens the Submissions (Legacy) view. Refresh Search Fields Same behavior and UI as in the previous release. Schema Same behavior and UI as in the previous release. Thumbnail Same behavior and UI as in the previous release. Internationalize Same behavior and UI as in the previous release. Delete Delete the form or workflow. Deployed Forms & Workflows
Schemas
Script
Spaces
Styles
Enable Strong Passwords
Definitions of Password Strength:
Additional Enhancements
Migration Considerations
Updated Built-In Data Names
Table Column Printable Property
Col2.printable = false;
for (var i=0; i<Col2.value.length; i++) {
Col2[i].printable = false;
}
Control Validation Errors
Visual Rule Builder
Functions for Date/Time Controls
Change to Function for Concatenate
Documentation Links