Live Forms v7.1 Documentation

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Why Upgrade?

Frevvoproduct
v7.1 contains new features that improve usability and makes designing forms easier. Here are a few of the top reasons to upgrade:

  • New Features:

    • Search New Submissions UI that allows you to search submissions by fields in your form/flow. (#19626)
      • Ability to delete Aborted or submissions in the Error state (#19043)
    • Share the editing of forms/flows with more than one designer using the Designer ACL feature. (#8493)

    • Optionally search Tasks by fields in your form/flow. (#16039)

    • Save submissions to Box.com with the box connector. Easily integrate forms/flow to box with the Save to Box wizard (#19514)
       
     
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If you have any questions, please email support@frevvo.com.

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During the cloud upgrade, the Insight Data Batch job was will run on ALL production tenants. This was is necessary to create Insight documents for all existing submissions. Your submission data is now available for Reports and the new Submissions View. 

Migration Considerations for Cloud and In-house Customers

 

Frevvoproduct
v7.1.0 was released on TBD for in-house customercustomers.

New Submissions View

The New Submissions View provides the ability to search submissions by fields in your form/flow, metadata fields or logical expressions that you create. The UI makes it very easy to specify search criteria. Do not worry. For customers using the Export to Excel feature, the Legacy Submissions view is also available in this release but....  

Warning

The legacy submission view will be removed in the next major release. Users are encouraged to begin using the redesigned submission submissions view as soon as possible.

For now, Cloud customers will see icons for both views on the Forms/Flows Home pages, the Shared Items tab on the Application Home page and the Shared Items tab inside/outside of a Items option in the Important Items dropdown in a

Frevvoproduct
space. Remember, you must have the proper ACL permissions to view/edit/delete submissions.

 

 

 

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Forms/Flows Home Page

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Shared Items tab on the Application Home Page

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Shared Items from a Live Forms space

 

 

 


 




New Submission Export for Submissions

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