Howto: designing flows with frevvo for Atlassian Confluence
Last Updated on Monday, 20 September 2010 22:06 Written by Pix Software Monday, 20 September 2010 21:31
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Flow Designer
The frevvo Live Forms™ Designer is the heart of frevvo's simple, quick, no-coding required form creation for Atlassian Confluence. The Forms Designer enables you to add controls quickly to your form, customize their appearance and layout, and add rules that affect the behaviour of the form.
- Standard Edition users, just click New
to launch the Form Designer and start creating a new form. Or, to work on a form you’ve already started, click the name of an existing form or click the Edit 
icon below the form name. - Professional Edition users, start by clicking New to add your first application. Then click the name of the application or the Edit icon and click New to create your first form.
A unique and arbitrary form name will be generated automatically--Form 31 in this example. You'll change this name when you begin working on your form. Also, you'll see that your form already has Submit and Cancel buttons, since these are part of every form.
The Form Designer has several components. Each is described below.
Palette
The palette contains the controls you can use in your forms. Click on the control you want and drag it into your form. See adding controls for more information.
NOTE: It is important to note that when you add a form from the palette into your flow, that this makes a copy of the form. If you return to the form home page and edit the form there it does not change the copy you already added to one or more flows.
Palette Controls
Adding Forms to a Flow
Editing Forms in a Flow
Form & Doc Action Wizards
Wizards make it easier to configure what happens to the data when a user submits your flow and what the users see after submitting the flow. The wizards are accessible from the flow designer toolbar via the one button labeled Form Action and another labeled Doc Action. The action settings are summarized in the flow properties flow info tab.
When you drag/drop a form into a flow the form's Doc Action does not get carried along. A flow's Doc Action happens once all steps of the flow have been performed and not between individual steps. In concept even though a flow is multiple steps, a flow is in the end one single form submission.
Editing Flow Properties
At the top of the Flows Work Area click the toolbar (where you see the Finish and Cancel buttons) to access the flow’s properties, which are shown in the lower-left portion for the Flow Designer. The properties section has tabs for Settings, Style and Flow Info.
Flow Properties
Each form setting property is described below.
Flow Name
This is the name you see on the Forms home page where your forms are listed. We recommend changing the name to make it more meaningful than the arbitrary name assigned when you create it, but keep in mind it is a working name only, so users will not see it.
Description
By default all form descriptions say, “Edit the form to change this description,” but you can change this if you wish. The description appears as a tooltip when you mouse over the area just to the right of the form’s share 
icon on Forms home page. You also see this description when you view individual submission documents.
Navigation
Task Info
Display Msg
Setup Key/Saved/Summary Fields
Printable
If you check a form's printable checkbox a print 
icon will be displayed at the top of your form. If you don’t want users to print your form, uncheck the checkbox so users will not see the print icon. You can control which form fields are visible in html print view via the printable property on each field in your form.
Save
This property is checked by default. When check all submissions for this form will be stored in frevvo's submission repository. If you uncheck the checkbox, the form submission will still be logged in the submission repository and you will be able to view the metadata about the submission (time/date submitted, success/failure conditions, etc...) but NO form field data is saved.
Save PDF
This property can only be check if you have the save property checked. When checked a PDF image of the file is also saved in frevvo's submission repository. See the documentation for the submissions repository for details on viewing the PDFs saved there.
Show Logo
This property is checked by default and causes the “powered by frevvo” logo to appear on your form. Uncheck the checkbox to remove the logo from your form.
Save/Load
If you check this checkbox a save 
icon and a load 
icon will be displayed at the top of your form. If you don’t want users to be able to save/load your form, uncheck the checkbox so users will not see these icons.
This feature is useful for lengthy forms where your users may not have all the information required to complete the form in a single session. By clicking on save a copy of the form with all the current values is saved on the frevvo Form Server. Later the user can re-open the form and click the load icon and the form will populate the fields from the saved values.
Users can repeat the save/load steps as many times as they wish. Finally when they are done and submit the form, the saved intermediate form is removed from the Form Server.
See the Save/Load feature, for full details.
NOTE: The following form properties exist only in Live Forms v3.2 and earlier release. See Form and Doc Action Wizards if you are running v3.3 or later.
