OFFICE OF INFORMATION TECHNOLOGY
Frevvo TrainingMIDDLEWARE AND HIGH PERFORMANCE COMPUTING
OFFICE OF INFORMATION TECHNOLOGY, ENTERPRISE SYSTEMS
FLORIDA ATLANTIC UNIVERSITY
OFFICE OF INFORMATION TECHNOLOGY
Agenda
• Requesting Access https://forms.fau.edu/
• Logging In
• Your First Form
• When to use Panels
• Sending your data places
• Google Sheets
• PDF’s
• Questions and Answer
OFFICE OF INFORMATION TECHNOLOGY
Requesting Access
Visit https://frevvo.fau.edu
Click Request Access
Fillout the form
We will reply within 1-2 business days
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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)
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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.
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Creating your first form Continued
Lets start by changing the applications name.
Click “Properties”
Change the name to “Frevvo 101”
Click “Update”
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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.
OFFICE OF INFORMATION TECHNOLOGY
Components
Lets look around the palette.
Dropdown
Radio
CheckBox
Section
Repeat
Tabs
Panel
Message
Link
Upload
Signature
Form Viewer
Text
TextArea
Date
Money
Phone
Quantity
Number
T/F*
Image
Video
Submit
PageBreak
* T/F is a tricky component. We do not recommend using it.
OFFICE OF INFORMATION TECHNOLOGY
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
OFFICE OF INFORMATION TECHNOLOGY
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)
OFFICE OF INFORMATION TECHNOLOGY
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
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Modifying Components
Repeat this update and make the form look like this example.
When done click the red “Disk” icon to save the form.
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Testing the form
Click “Test” to test the form.
Add data, tab, and navigate.
Test on desktop, tablet and phone form factors.
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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.
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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.
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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.
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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.
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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 the “Red book” when editing a book.
“What happens with my data”
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
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Emailing Data and PDF’s
Open Frevvo Form
Click the “Red book” when editing a book.
“What happens with my data”
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}
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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.
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Questions?