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Frevvo Forms flow questions

Tom Gardener

Hello All

OK ill get straight to it,

first question;

Where can i find the references for the Frevvo flow attributes such as "Navigation" for javascript.

what i would like to do is hide the Navigation tool bar for the first two parts of the flow as for the workflow steps exceed 14 steps and i don't wish for the front user to see this but because i am using new forms for each step the navigation step is the only way i know to switch back to the original submission as this information is required to complete the following 13 steps.

 second question;

Can i use java script to auto upload a pdf version of the previous form (this is in case that i can't use the navigation) the next step can be viewed.   

to clarify the total amount of steps in this work flow is 14 steps.

thanks 

for any help provided.

 

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Comments

3 comments

Date Votes
  • Prajakta

    Hi Tom,

    If you need to see the data entered in first step in other steps of the flow, then you can do that by adding the same controls (like in first step) to the other steps. If the control names match, then the data from previous steps will automatically flow into the later steps. Please see this documentation which explains this concept in more detail.

    You can use an outermost Section control in first form to enclose all other controls. Then create a control template of that Section and add it to other steps where you need to see the data from first step.

    Does that help with what you need?

    It is not possible to hide only the first two steps in the Navigation Toolbar. But you can hide the whole toolbar by setting None in the Navigation property of flows.

    Thanks,

    Prajakta

     

     

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  • Tom Gardener

    Hello Prajakta

    I thank you for your response.

    Ok just to make sure we are both on the same understanding, these questions were in relation to it seems 2 different ways you can use Frevvo to create a work flow, the steps to the flow we are working on are as follows; 1. Request > 2. Approval > 3. Processing team step > 4. Processing team step > 5. Processing team step > 6. Processing team step > 7. Processing team step > 8. Processing team step > 9. Processing team step > 10. Processing team step > 11. Processing team step > 12. Processing team step > 13. Processing team step > 14. Processing team step

    Type 1 workflow: using a new form for each of the 14 steps except step 1 and 2, where the business rules indicate that the approval part of the original(1. Request) form to be visible and required when step 2 is reached. In total 13 forms would be used due to this complex requirements of the team requesting this form, using this example of a workflow creates an issue for us;

    As correct me if i'm wrong here but the only way to refer back to the previous steps is to have the "Navigation Toolbar" selected in the flows navigation property's, So what our concern is if we use this setup that the customer completing step 1 will be able to see that there's 14 steps and the names of these steps, this is a concern as our goal is make it seem as simple as possible and every step beyond step 1 is not completed by them but because they can see the other steps and that there's so many this complicates the whole feel and sale point, we either have to complete a explanation of whats required of them or hide it so that it only becomes visible after step 2?

    Type 2 workflow: using one form that has 14 steps which are shown by business rules depending on which part of the flow that it is on, issue here is that as the Departments we are creating this for, is to in the end maintain this form, using a lot of business rules make it complicated for them to do this as they will have to understand JavaScript.

    Summary: type 1 workflows show all the steps that in the end rises more questions for the end user and over complicates the end users perspective on the form from the start, Type 2 workflow means more business rules used so it now becomes a requirement to have an understanding of JavaScript to maintain for non technical staff.

    The Big question: what are you thoughts on the above information in regards to the best way of structuring these forms considering our concerns.

    I again thank you for your time it is greatly appreciated,

    regards

    Tom

     

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  • Prajakta

    Hi Tom,

    Unfortunately, it is not possible to hide any steps from the navigation toolbar right now. We have an enhancement ticket (15160) open to add this ability in a future release.

    So, only way to hide the access to first two steps, is to use a linked flow with business rules to hide form sections based on which activity is being performed.

    Thanks,

    Prajakta

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