FAQ: What is a Template?

At frevvo, we use the term "template" in a few different ways.

Templatized Strings 

Templatized strings are like variables in your form that will be replaced with the actual values users enter into the form during use mode. Templates make your form feel more interactive and are useful in summarizing information in collapsed section controls. Templates can be used in the form designer in these control properties:

• Labels
• Hints
• Help
• Error Msg

Templates can also be used in:

• Business Rules
• Form Actions
• Doc Actions
• Display Messages
• Email Action
• Form URL Parameters _data

For example, you want the subject of a task assignment email to dynamically use the client name entered in the form. Configure the subject line with a template i.e. "Purchase Order from {ClientName} Needs Your Approval".  The user will get a customized email similar to this:

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Control Templates

A control template is a control or a group of controls that a user published in the Form Designer so that it can be reused in other forms and by other designers within the same tenant. You typically want to publish control templates after you spent time working on a complex form with sophisticated layouts, field patterns, business rules, etc., and want to avoid redoing the work in a different form(s). You also may want to use control templates when you need to split the work among a number of form designers, where each designer is responsible for creating a subsection of a complex form and another designer is responsible for assembling these control templates into a final form or workflow.

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Pre-built Form &  Workflow Templates 

It's easy to meet business requirements with our fully functioning form & workflow templates. A template is a complete form or workflow that we built for you with controls, formatting and business rules. A few quick customizations are all you need to quickly get proven digital processes implemented for your team. 

VIEW FORM & WORKFLOW TEMPLATES

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Our Client Services team is standing by to help you use templates to enhance your form and workflow design experience. Contact us today!