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.
We recommend that you read the information below before you begin.
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 firstname.lastname@example.org.
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.
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.
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.
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 is important to know that workflows with an Email/Anonymous Task step will be supported for a limited number of releases. Designers must manually convert these workflows to the v8.0 format especially if you want to take advantage of the ability to reassign or reject to an anonymous step.
You should 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:
Ensure there are no flows in flight for the workflow you want to update.
Download the workflow from your Production tenant or Production designer account.
Upload it into a new or existing application in your test tenant or designer test account
Edit the flow with the Email/Anonymous Task step.
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.
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.
If your workflow was created in a version of previous to v8.0, then the step performed by the customer (anonymous user) was designed by dragging an EMail or Anonymous Task step from the Palette and dropping it on the Flow Designer canvas. Workflows designed in this manner will still work in v8.0 but the Audit Trail will show the task in a WAITING state.
In version 8.0, the same flow can be designed by simply assigning the step to an Email Address. The Audit Trail, shows the step performed by the customer (anonymous user) in a Pending state and displays the Email address it was sent to.
Designers now have the ability to run a Refresh Searchable Fields for an individual form or flow. You may want to run this process to update existing submissions to reflect changes to Searchable Fields. In previous releases, this process could only be performed by the tenant or superuser administrators and could only be done for the entire instance or the entire tenant.
Administrators can still run the process, of course but version 8.0 provides a way for form/flow owners ( the designer user that created the form/flow) or any designer user given the Who can edit the form/flow permission to run it for a single form/flow. The designer can start/stop/abandon the process and view a list of processes run.
It's easy. Simply login to your tenant as a designer user and click on the Refresh Searchable Fields icon that you see on the Forms Home Page or the Flows Home Page. Follow the onscreen directions or check the docs for more details.
Let's say you submitted an Expense Report or a Vacation Request to your manager. A few days later, you want to check the status of your request and view the information you submitted. users now have the ability to view completed tasks in a workflow that they performed. You search for your task and view the Audit Trail to see the progress of the workflow. You will see a new View icon for the steps that you performed. Click it and a read-only view of the workflow step with the submitted data displays. Screenflows and tasks with multiple submissions i.e. Save on Navigate is turned on, display a Next button to move forward. Only the last step will be viewable for multiple submissions but the first step displays when you click the View icon.
A watermark displays to to remind you that you can view data but you cannot
The configuration/editing of workflow step properties is easier and more intuitive in v8.0. The wizard consists of a series of easy to get to tabs designed to collect the necessary information for each property.
Aprovides a quick view of important flow-step properties. This view changes based on the type of workflow step i.e. form, HTTP or Linked step.
There are three ways to open a properties tab:
Once the tab is displayed, the following features make the properties setup/editing easier to understand help with property
Refer to Editing Flow Properties for detailed information about properties and feature setup.
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.
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.
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.
no 'anonymous task' provided in the palette
You do not have to restart the Insight server every time you restart .