Frevvo v9 Upgrade Release Notes

V9

Redesigned User Interfaces

• Redesigned Form and Document Action Wizard UI (TIP-19873)

  • More intuitive names for file type options in all frevvo wizards (TIP-20878)

  • Control names now referenced in all frevvo Wizards instead of labels (TIP-21708)

• Redesigned intuitive Form/Flow Properties wizards. Settings, Style, Form/Doc Actions and Access Control are now individual tabs in the Forms Properties wizard. (TIP-23066, TIP-22777)

• Ability to edit the Flow Step name in the Properties Panel (TIP-24788)

• New Form steps added to a flow are automatically named "Step #' and the form name is set to "Form #" while pulling an existing form into a flow names the step "Step#" but retains the original name. (TIP - 24955)
• New on-demand Help button on each tab of the Flow Step Properties displays a helpful tour of the features in that section. This feature is only available for Cloud customers. (TIP-23506)
• Visual Rule Builder 
  
  • Rule enable checkbox moved to Rule Editor Canvas (TIP-16635)
  • Rule Editor is now automatically expanded when you create a new rule. It is no longer necessary to click the pencil icon to define the rule. (TIP-23781) 

Form Styling Improvements

• Using custom fonts in the Message control markup  (TIP-23248)
• Adding custom fonts to the Message Control Rich Text Editor (TIP-23778)

Other

• Renaming a flow in production retains the original flow name for the submission in Reports and on the Task List. New submissions will show the updated flow name. (TIP-19261)
• Progress indicator for form loading when clicking the Perform icon, the Task List Search Magnifying icon or the Submit button on a Task List search(TIP-19556)
• Warning message if the user did not check the Replace checkbox when replacing a form/flow with an id that matches an existing form/flow (TIP-19568)
• Operational Reports are now available to non admin users (TIP-19766)
• Forms/Flows using the f-submit-error css class and Message controls to warn users about invalid controls are automatically hidden when the form/flow becomes valid (TIP-19775)
• New ComboBox property to allow only valid values that match available options (TIP-20443)
• "Cc" field added to task notifications, escalation reminders and escalation notifications to specify a list of email addresses (TIP-20691)
• Changes to workflow behavior for steps that are routed to a role, user or an email address (Task Boundaries). Tasks are created on the user's Task List even if the user is eligible to perform the next step.(TIP-21738)
• Task assignment to role sends a single Task Notification email to all users belonging to that role. (TIP-22366)
• Improved template validation.  A warning message displays in the designers if a template control was renamed/deleted (TIP-22781)
• Click anywhere in the signature panel for a Signed Section to sign. (TIP-23391)
• Custom option to add role and user support for the "Who can start the flow" permission on the  Access Control List (TIP-24044)
• Updated Error Message on Upload Forms/Flows to reinforce best practices (TIP-19568)

V8

Flow Designer Improvements

• Redesigned Flow Designer canvas displays flow routing more clearly [TIP-22341]

• 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. [TIP-22208]
  • Flow Visibility for workflows with Anonymous Email steps no longer needs to be set to Public. [TIP-16624]

Flow Step Properties

• 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. [TIP-22341]

  • Workflow designer step on-hover feature shows more information about the underlying form for linked/non-linked steps [TIP-20707]

Task List

• View your Tasks: Users can review the tasks they completed. [TIP-18070]
• The Task List no longer automatically refreshes every 5 minutes.[TIP-22916]
• Tasks performed by Anonymous Users:
  • Workflows can be rejected to a step that is performed by an Anonymous user. [TIP-18311]
  • "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.[TIP-22331]

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. [TIP-22332]
  • Refresh Searchable Fields table shows if the process was run for all tenants or a specific tenant. [TIP-20309]

Other

• 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. [TIP-22186]

• Doc Action post failures now include the Server name. [TIP-22759]

• Visual Rule Builder now generates code for itemAdded if a rule contains repeating controls. [TIP-23061]

• Template syntax expanded to force Live Forms to use the value instead of the label in the Options URL for Selection Controls. [TIP-21788], (#21830)

• Flow designer functionality is not supported in the Internet Explorer 11 browser. [TIP-23110]