Live Forms v8.0 is no longer supported. Please visit Live Forms Latest for our current Cloud Release. Earlier documentation is available too.

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The initial release of Live Forms Version 8.0 will be deployed to the frevvo Cloud on 12/1/2018. A future release will be available for in-house customers.


Live Forms 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:
    • The Flow Designer canvas has been redesigned to display flow routing more clearly.
    • Simplified Workflow Routing to Users, Roles or an Email Address:
      • Tasks performed by Anonymous users are now simple to design. Anonymous Task steps in a workflow are implemented as a form step that is routed to an email address.
    • Intuitive UI for Flow Step Properties:
      • Flow Step Properties wizard displays tabs for each property. Help text provides information about the property to make configuration easier. Data is validated in some fields to prevent errors.

      • Workflow designer step on-hover feature shows more information about the underlying form for linked/non-linked steps.
  • 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 the Task list. Audit trail entries for Email/Anonymous activities show the email address.
      • 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 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 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 controls.

  • Flow designer functionality is not supported in the Internet Explorer 11 browser.

On This Page:


We recommend that you read the information below before you begin.

Automatic Upgrade for Live Forms Online (Cloud Hosted) Customers

Live Forms Online cloud hosted customers will be automatically upgraded on TBD. 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.

Migration Considerations for Cloud Customers 

 frevvo is committed to making Live Forms more intuitive and easier to use. Version 8.0 is the first phase of this effort. More features/improvements are coming in future releases.

Redesigned Flow Designer Canvas

When you launch the Flow Designer, you will see a more intuitive canvas to create/edit workflows. Designer can quickly see how the flow is routed and have easy access to the properties for each workflow step. 

The new canvas:

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

Anonymous steps in a workflow are steps that are performed by an non-authenticated user. This means the user does not have to login to Live Forms to perform their step in the workflow.

This a common workflow scenario. Some examples are:

  • a Membership workflow that requires reference letters from an external person.
  • a Purchase Order Approval requiring the customers review and signature.
  • a workflow that is sent to an External Vendor for a Quote.

Create an anonymous step in your workflow by following these simple steps:

  • Create the step you want the recipient to see or link to an existing on.
  • 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 Address field. Leave the Assign to User and Assign to Role fields blank. Only one email is allowed. Live Forms checks The recipient receives an email that contains a link to the anonymous step. Clicking the link displays the anonymous step.
  • The Flow Visibility
  1. Support old flows at run-time and editing at design time i.e. no 'anonymous task' provided in the palette
  2. Old flows are deprecated and will be supported for a limited number of releases. We need to mark such flows.
  3. Ensure there are no flows in flight and manually convert old flow by merging its configuration and deleting the anonymous task Make sure the task template in the Task Notification email is task.perform.url
  4. The new features of reassignment and reject will not be available to flows with EWN.
  5. The safest approach would be to copy the flow and make the change (manual versioning)

Refresh Searchable Fields per Form/Flow

View My Task

Enhanced UI for  Workflow Step Properties

IE11  Browser no longer supported for Design

Tomcat Upgrade

  

 

Live Forms In-house Customers

 The initial release of Live Forms 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.


 

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