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


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 .

If you have any questions, please email support@frevvo.com.

Migration Considerations for Cloud Customers 

 frevvo is committed to making 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 to perform their step in the workflow.  

This a common workflow scenario. Some examples are:

Anonymous steps are simply form steps that route to an email address in version 8.0. That's it.

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

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 is not required.

  It is no longer a requirement to set the Who can start the form/flow permission to Anyone (No login required) - called Public in previous releases. The anonymous step will work with any of the Form/flow Visibility choices.

Designers can now design a workflow that rejects to an Anonymous step. See below.

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 Anonymous Steps

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

It would send an email and advance the workflow to the

  1. Support old flows at run-time and editing at design time i.e.
  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

You May Notice....  

Flow Visibility options descriptions have changed.

no 'anonymous task' provided in the palette

 

Live Forms In-house Customers

 The initial release of 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.
     

    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:

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.

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 .