OFFICE OF INFORMATION TECHNOLOGY Frevvo Training MIDDLEWARE AND HIGH PERFORMANCE COMPUTING OFFICE OF INFORMATION TECHNOLOGY, ENTERPRISE SYSTEMS FLORIDA

OFFICE OF INFORMATION TECHNOLOGY

Frevvo TrainingMIDDLEWARE AND HIGH PERFORMANCE COMPUTING

OFFICE OF INFORMATION TECHNOLOGY, ENTERPRISE SYSTEMS

FLORIDA ATLANTIC UNIVERSITY


Agenda

• Requesting Access https://forms.fau.edu/

• Logging In

• Your First Form

• When to use Panels

• Sending your data places

• Email

• Google Sheets

• PDF’s

• Questions and Answer

https://forms.fau.edu/


Requesting Access

Visit https://frevvo.fau.edu

Click Request Access

Fillout the form

We will reply within 1-2 business days

https://frevvo.fau.edu/


Login In

Visit https://forms.fau.edu/frevvo

Or https://forms.fau.edu/frevvo/ and click Access Live Forms.

Login with {netid}@fau.edu and your NETID password. (same as windows desktop and email)

https://forms.fau.edu/frevvo/

mailto:%7Bnetid%[email protected]




Creating your first form

Forms are contained with applications which let you group related forms.

Start by Clicking “New” to create a new application.

The new application will be named “Application {some number}” you can:

Open it by clicking the title

Edit it

Modify properties

Download a backup and share it with others.


Creating your first form Continued

Lets start by changing the applications name.

Click “Properties”

Change the name to “Frevvo 101”

Click “Update”


First form continued…

Click on the title of the “Frevvo 101” application

Here we can create new forms, upload new forms, and modify the properties of the current application.

Lets create new form by clicking “New”

Click Finish as we do not have any templates at the moment.

This will create a new form named “Form {number}” and open the new form.

You may rename the form by expanding “Properties” and changing the form name field.


Components

Lets look around the palette.

Dropdown

Radio

CheckBox

Section

Repeat

Tabs

Panel

Message

Link

Upload

Signature

Form Viewer

Text

TextArea

Date

Email

Money

Phone

Quantity

Number

T/F*

Image

Video

Submit

PageBreak

* T/F is a tricky component. We do not recommend using it.


Components Continued

Most Commonly used

Text

Drop Down

Radio

Checkbox

Panel

Signature

Lets use these components to create a basic form for creating an inquiry.

First Name

Last Name

Email Address

Phone Number

Address, City, State, Zip

Are you interested in receiving email and phone inquiries from FAU?

Inquiry Type { Tour, Virtual Tour, Sign up for mailing }

Additional Information


Adding Components

Start by dragging fields from the palette to the form.

Two text fields (first and last name)

An email field

2 text fields (address and city)

1 dropdown (state)

One Quantity (zip code)

Radio button (Inquiry)

TextArea (additional information)


Modifying Components

Now lets name the components and adjust their look and feel.

Start with the first component.

Click on it (it will turn green)

Click to expand “Properties” on the left

Update the label to “First Name”

Update the name to “FirstName” (should occur automatically)

Add a max length if needed.

Add a label, error message, hint, help, decorator, etc…

Check “Required”

Most importantly click the style tab and adjust the width to less then half the icons


Modifying Components

Repeat this update and make the form look like this example.

When done click the red “Disk” icon to save the form.


Testing the form

Click “Test” to test the form.

Add data, tab, and navigate.

Test on desktop, tablet and phone form factors.


When to use Panels

Panels are very useful when you want to group multiple related items.

Names and email address

Names, znumber, email address

Addresses blocks

Major and minor definitions.

This helps when you want to reorganize.

They can also be saved as custom components.

Drag a panel into the form

Set it’s width to all the boxes

Drag the first and last name components into the panel.

You can now drag them as a group by moving the panel.

Do the same for the address fields.


Data and Results

Key/Saved Fields

Click The forms title on the top of the page.

Click “Click to setup Key/Saved fields”

Click the “>>” to move all fields to the saved fields.

This does effect performance so only record important fields.

Click the “Key fields” tab to add key indexed fields. (Not required)

Storing Data in Frevvo

Submit some test data using “Test”

Click Submissions to view the submissions.

Click “Excel” to download an excel sheet.


Enable Google Integration via an access token

First Create an authorization Token for your Google Account (or the google account that will be used to store the data)

Visit https://frevvo.fau.edu/google/consent/

Login with your FAU Google Account {netid}@fau.edu

Authorize Frevvo Forms @ FAU

Copy the access code that is presented and store it because this is very important. It is a password so be careful with it.

https://frevvo.fau.edu/google/consent/

https://frevvo.fau.edu/google/consent/





Data and Results: Google Docs

Setup a form to send to Google Docs Open the form you with to edit

Click the “Red book” when editing a book.

“What happens with my data”

Click “Save to Google Documents”

Enter your email address and the access code generated above.

Click Login

Select the folder to store the results in (one single level only)

Using values from the form create a submission folder for each submission. ({Email} or select from the drop down list.

Click Finished

This will create a fold to store the PDF.


Data and Results: Google Spreadsheet

Setup a Google Spreadsheet

Create a new Google Spreadsheet

In a worksheet specify the header by entering the list of form fields (exactly as named in the form) in the header.

Once happy with the header go to the next step

Setup a form to send to Google Docs

Open the form you with to edit

Setup Frevvo Form



Click Doc URI’s

Select “Save submissions to a Google Spreadsheet”

Click “Save to Google Documents”

Enter your email address and the access code generated previously.

Click Login

Select a pre-existing sheet to send the data too.

(frevvo demo)

Select the worksheet to store the data in.

(Sheet1)

Click Finished


Emailing Data and PDF’s

Open Frevvo Form



Click “Email data to a specified address”

Enter a value into the To, From fields. (the drop down can be used to select form controls)

To Send a PDF click Send Snapshot and select the format to send. (we recommend pdf)

If you wish to receive a copy of the data XML click the checkbox.

Click Next

Enter the subject.

Enter the body of the message

Example:

The form {form.name} has been submitted.

FirstName={FirstName}LastName={LastName}Email={Email}PhoneNumber={PhoneNumber}


Form Visibility

Designers may adjust the visibility of their form.

Access is controlled in the following:

Who can use the form

Who can view submissions

Who can edit submissions

You must adjust visibility to make a form public.


Questions?