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Warning

The initial release of

Frevvoproduct
Version 8.0 will be was deployed to the frevvo Cloud on 12/115/2018. A future release will be available for in-house customers.

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Frevvoproduct
v8.0 contains new features that improve usability and makes designing forms/flows easier.

Here are a few of the new features included in this Cloud Only release. 

New Features:

  • Flow Designer Improvements:
  • Task List:
    • View your Tasks: Users can review the tasks they completed.

    • Designers can specify a templatized value to replace "Anonymous" in tasks which are created by anon users.
    • The Task List no longer automatically refreshes every 5 minutes.
    • Tasks performed by Anonymous Users:

      • A task returned from an anonymous user shows the email address on in the Task list. Audit trail entries Audit Trail. This is not supported for Email/Anonymous activities show the email addressTask steps.
      • Workflows can be rejected to a step that is performed by an Anonymous user.
      • Tenant/Flow admins and the user who performed the prior step in a workflow can search the Task List for tasks waiting to be performed by an Anonymous user, perform the tasks themselves or reassign to an internal user.Task returned from an anonymous user show the another email address on the Task list. Audit trail entries for Email/Anonymous activities show the email address
      • "Error Access Denied. This submission has already been processed" error message now displays when clicking the link in an Anonymous Task step email more than once.
  • Refresh Searchable Fields:

    • Designers, administrators or anyone given the Edit form/flow permission can initiate a Refresh Searchable Fields process for Individual Forms/Flows to update existing submissions for changes to Searchable Fields. This no longer requires Admin privileges.
    • Refresh Searchable Fields process table now has a column to report if a batch table shows if the process was run for all tenants or a specific tenant.
  • Schemas:
    • The Data Source pane in the designer will now use the label annotation instead of the name in XSD elements and attributes when importing schemas into forms/flows.
    • Styling of XSD elements in the Data Source pane in the designer is now possible.
    • A new property to configure the size of the element label in the Form Designer Data Source panel.
  • It is no longer necessary to enter a single space in a Message control that is used as a spacer in a form/flow. Message controls can now be set to an empty string.

  • Data API allows custom roles to be set when creating a form. This feature is only provided when using the Delegating Security Manager in a Live Forms tenant.

  • Doc Action post failures now include the Server name.

  • The Apache Tomcat version in the Live Forms cloud has been upgraded to 8.5.32.

  • Visual Rule Builder now generates code for itemAdded if a rule contains repeating controlsIt is no longer necessary to enter a single space in a Message control that is used as a spacer in a form/flow. Message controls can now be set to an empty string.

  • Doc Action post failures now include the Server name.

  • The Apache Tomcat version in the Live Forms cloud has been upgraded to 8.5.32.

  • Visual Rule Builder now generates code for itemAdded if a rule contains repeating controls.

  • Template syntax expanded to force 
    Frevvoproduct
     to use the value instead of the label in the Options URL for Selection Controls.
  • Flow designer functionality is not supported in the the Internet Explorer 11 browser.

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Info

Existing workflows will automatically be converted to the new format when the Cloud is upgraded. No worries - at runtime your existing flows will work as before but they will look different when you edit them in the Flow Designer.

Easily Add an Anonymous Step to your Workflow

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  • Create the step you want the recipient to see or link to an existing one.
  • Click on the step then click the Edit Step Properties icon
  • Navigate to the Assignment tab.
  • Enter a valid email address in the Assign to Email field. Leave the Assign to User and Assign to Role fields blank. Only one email is allowed.
    Frevvoproduct
    checks that the entered address is in the correct format for email. An error displays if it is not. 
  • You can use Control Templates in the email field so that it’s dynamic. Enter the left curly brace - { - then start typing the control name and a pick list will appear with matching controls. Selecting the control form the list enters it into the field with the closign closing curly brace - }  
  • Customize the email that the anonymous user receives. Control Templates can be used in the email Subject and Message for dynamic behavior as well.
  • Click Submit.

At runtime, the value in the Assign to Email field is evaluated and an email that contains a link to the anonymous step is sent. The recipient clicks the link to perform the anonymous step. Logging into

Frevvoproduct
is not required.require

  •  

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  • The Modify a Task feature now allows Tenant/flow administrators to reassign an anonymous step to a different email address.

Existing workflows, created with Email/Anonymous steps, will continue to work after the upgrade to v8.0. However, the ability to reassign an anonymous step to a different email address or rejection to an anonymous step are not available for workflows created with these types of steps. Please review Migrating Flows with EMAIL/Anonymous Task Steps for information to manually migrate these flows to take advantage of the new features.

Migrating Flows with Email or Anonymous Task Steps

Designing a workflow with a step that is performed by a non-authenticated user (anonymous) were created user in previous versions , by required dragging/dropping an Email/ Anonymous Task Step from the Flow Designer Palette and configuring it with an email address. The step that followed the Email/ Anonymous Task Step was the actual form step that the recipient would seeperform. This design approach was confusing and error prone. It is important to know that workflows

Warning
Workflows with an

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Anonymous Task

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Step (those built in previous versions) will be supported only for a limited number of releases. Designers must manually convert these workflows to the v8.0 format

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. New to v8.0 is the ability to reassign or reject

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an anonymous step.

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After converting your workflow, designers can take advantage of this feature.


To convert your flow from pre v8.0 to v8.0, we suggest you follow the same procedure that you use to update any other form/flow in Production. Review Administrator Best Practices if you need a refresher.

Follow these steps:

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Ensure there are no flows in flight for the workflow you want to update.

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To convert your Anonymous Task Step to the v8.0 Simple Anonymous step(s) follow these instructions:

  1. Login to your Production tenant or the user account where your Production forms/flows are located.
  2. Ensure there are no flows in flight for the workflow you want to update.
  3. Download the workflow from your Production tenant or Production designer account.

  4. Upload it into a new or existing different application in your test tenant or designer test account

  5. Edit the flow with the Email/Anonymous Task step.

    Click on the

    existing Email/Anonymous Task step.

  6. Click the Edit Step Properties icon. Click on the Assignment tab.
  7. Copy the information in the Assign to Email, Task Notification Subject and Message fields. Save Paste this information to a text pad and save to your desktop. Click Cancel.
  8. Click on the step following the Email/Anonymous Step. Click the Image Removed Edit (the step performed by the anonymous user)
  9. Click the Image Added Edit Step Properties icon. Click on the Assignment tab.
  10. Paste the information you copied in step 7 into the Assign to Email, Task Notification Subject and Message fields.
  11. If the Message field contains the {task.notify.url} template, change it to {task.perform.url} or {task.list.url}.
  12. Click Submit.
  13. Delete the Email/Anonymous Task step from the workflow.
  14. Save and Test the workflow.
  15. Download To replace the production workflow with the updated flow, download the updated flow from your test tenant or designer test account.
  16. Upload the updated workflow to your Production tenant. Be sure to check the checkbox to REPLACE an existing flow with the same ID. The checkbox to use existing schemas is checked automatically.



Info

Workflows with steps performed by anonymous users no longer require the Who can start the form/flow (called Who can use the form/flow in previous releases) permission to be set to Anyone (No login Required) (called Public in previous releases). In version v8.0, you can change the Flow Visibility to one of the other choices and the workflow with the Anonymous step will still work.

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Anonymous Steps and the Audit Trail

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A watermark displays to to remind you that you can view data but you cannot change it.

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Flow Step Properties Wizard

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Properties Navigator

IE11 Browser no longer supported for Design mode

The new Flow Designer UI is no longer supported in the Internet Explorer 11 browser.  A warning message "The flow designer functionality is not supported in this browser" displays if IE11 is detected. Internet Explorer 11 is still supported when using forms/flows on a desktop.

Tomcat Upgrade

Apache tomcat for the frevvo Cloud has been upgraded to version 8.5.32 to address important security updates. This version is certified by frevvo.

You May Notice....  

Flow Visibility option description changed.

The explanatory test for the Who can use the form/flow permission in the Access Control list has been changed to Who can start the form/flow. The functionality remains the same.

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ACL Permissions for Forms

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ACL Permissions for Flows

no 'anonymous task' provided in the palette

 

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Dynamic Option Improvement

Options for Selection Controls (Dropdowns, Checkbox, Radio) are set up using the syntax: value=label. When these controls are used in a template,

Frevvoproduct
uses the option label when resolving the template at runtime. This is desirable when you want your users to see the labels as options. If you are using the Dynamic Options feature and you have a template in the Options URL for a Selection Control, the template resolves to the label at runtime. This may cause the query to fail. Template syntax has been expanded to force the use of the true value as opposed to the option label if the template control is a Selection Control. Use {controlName.value} in place of {controlName} in the options URL to substitute the value instead of the label at runtime.

Refer to Populating a Selection Control based on the Value of Another Dynamically Populated Selection Control for an example.

Message controls as a spacer

Message controls re commonly used as a spacer to center other controls in forms/flows. In previous releases, the Message property had to be set to a single space. The Message control can now be set to an empty string eliminating the need to add the space. Refer to Centering Images using the Message Control for an example.

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IE11 Browser no longer supported for Design mode

The new Flow Designer UI is no longer supported in the Internet Explorer 11 browser.  A warning message "The flow designer functionality is not supported in this browser" displays if IE11 is detected. Internet Explorer 11 is still supported when using forms/flows on a desktop.

Tomcat Upgrade

Apache tomcat for the frevvo Cloud has been upgraded to version 8.5.32 to address important security updates. This version is certified by frevvo.

You May Notice....  

Flow Visibility option description changed.

The explanatory test for the Who can use the form/flow permission in the Access Control list has been changed to Who can start the form/flow. The functionality remains the same.

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ACL Permissions for Forms

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ACL Permissions for Flows

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Email/Anonymous Task Step removed from the Palette

The Email/Anonymous Task has been removed from the Flow Designer Palette. Workflow steps performed by an anonymous user are form steps that route to an email address in version 8.0.

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box.com connector and wizard 

The box.com connector will no longer be supported. The Save to box.com wizard will be removed in the next release.

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Publish Trigger Control as a Control Template

The ability to publish a Trigger control as a Control Template has been restored. This feature will be supported in

Frevvoproduct
v7.2.8+, v7.4.6+ and v8.0.0+ going forward.

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Document Action Post Failures include the server name

When A Document Action post fails to reach it's destination, tenant/flow admins receive an email notifying the admins doesn't include any info about the server hosting the form which makes it impossible to know which environment the failure originated (e.g. app.frevvo.com vs staging-app.frevvo.com). Including the server name in the message would help.

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Logging Changes

Log Messages with Log Message property names that include a . (period) are difficult to filter with cloud watch filters. Properties have been renamed to include the _ (underscore) instead of the . (period) i.e. tenant.id = tenant_id.

frevvo Cloud log messages now include session information such as tenant.idsubject.idcorrelation.idsession.idowner.idapplication.id, and type.id (formtype or flowtype). This additional information can be extremely helpful when troubleshooting errors particularly in the frevvo cloud environment.

Java exceptions during rule execution are now logged to help with troubleshooting.

Visual Rule Builder and Rules with Repeat or Table Controls

The Visual Rule Builder now adds the itemAdded code to a rule that references Repeat or Table controls. The itemAdded code is needed to guarantee that the rule runs when the user clicks the Image AddedPlus icon to add a Repeating Section or a row. This code will be added to rules with/without conditions. It will not be added if the Initialization Only box is checked. Here is an example of a rule created using the Visual Rule Builder, that makes a Repeat Control visible when a text field starts with a.

Code Block
languagejs
var Text_start_index = Repeat1794.itemAdded ? Repeat1794.itemIndex : 0;
var Text_end_index = Repeat1794.itemAdded ? Text_start_index + 1 : Text.value.length;
var event = form.load;
for (let i = Text_start_index; i < Text_end_index; i++) {
 if (Text[i].value && Text[i].value.startsWith('a')) {
 Repeat1794.visible = true;
 }
} 

Since Tables are grid layouts of Repeating items, the itemadded event will be generated for rules with Tables as well.

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Live Forms In-house Customers

 The initial release of

Frevvoproduct
version 8.0 will be deployed to the frevvo Cloud on December 1, 2018. Version 8.1 will be released for in-house customers on TBD.

 Windows:

  1. Open a command prompt. Navigate to <frevvo-home>\solr-6.6.2. Type bin\solr.cmd start to run the Insight server in the background, listening on the default port 8983.
     

    Note

    Use the bin\solr.cmd -all command to stop all instances of the Insight Server. The -p option allows you to specify the port number for the instance you want to stop

    You will see this message:
     


  2. Browse http;<your server:your port>/solr to verify the Insight server is running. The <server:port> default values are localhost:8983. Change <your server>  to the server name and <your port> to the port the Insight server is running on if they are different than the defaults. Do not include the angle brackets <>. You will see the Insight server (Solr) dashboard with the current status:

Warning

If you close the Insight server (Solr) startup window, the server will stop running. Leave the window open or set up Live Forms and the Insight Server to run as Windows services.

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Linux:

  1. Ensure that the scripts are executable: chmod 755 <frevvo-home>/tomcat/bin/*.sh
  2. Navigate to <frevvo-home>/solr-6.6.2/bin. Run this command to make the solr startup file executable:

    chmod +x solr
  3. Navigate back to the solr-6.6.2 directory.
  4. Start the Insight server by typing:

    bin/solr start - this starts the Insight server in the background, listening on the default port 8983.
  5. Browse http;<your server:your port>/solr to verify the Insight server is running. The <server:port> default values are localhost:8983. Change <your server>  to the server name and <your port> to the port the Insight server is running on if they are different than the defaults. Do not include the angle brackets <>. You will see the Insight server (Solr) dashboard with the current status:

   

  You do not have to restart the Insight server every time you restart

Frevvoproduct
.

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