1. OFFICE OF INFORMATION TECHNOLOGY Frevvo Training MIDDLEWARE AND HIGH PERFORMANCE COMPUTING OFFICE OF INFORMATION TECHNOLOGY, ENTERPRISE SYSTEMS FLORIDA ATLANTIC UNIVERSITY

2. OFFICE OF INFORMATION TECHNOLOGY Agenda Requesting Access https://forms.fau.edu/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

3. OFFICE OF INFORMATION TECHNOLOGY Requesting Access  Visit https://frevvo.fau.eduhttps://frevvo.fau.edu  Click Request Access  Fillout the form  We will reply within 1-2 business days

4. OFFICE OF INFORMATION TECHNOLOGY Login In  Visit https://forms.fau.edu/frevvohttps://  Or https://forms.fau.edu/frevvo/ and click Access Live Forms.https://forms.fau.edu/frevvo/  Login with {netid}@fau.edu and your NETID password. (same as windows desktop and email){netid}@fau.edu

5. OFFICE OF INFORMATION TECHNOLOGY 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.

6. OFFICE OF INFORMATION TECHNOLOGY Creating your first form Continued  Lets start by changing the applications name.  Click “Properties”  Change the name to “Frevvo 101”  Click “Update”

7. OFFICE OF INFORMATION TECHNOLOGY 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.

8. 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  Email  Money  Phone  Quantity  Number  T/F*  Image  Video  Submit  PageBreak * T/F is a tricky component. We do not recommend using it.

9. 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

10. 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)

11. 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

12. OFFICE OF INFORMATION TECHNOLOGY Modifying Components  Repeat this update and make the form look like this example.  When done click the red “Disk” icon to save the form.

13. OFFICE OF INFORMATION TECHNOLOGY Testing the form  Click “Test” to test the form.  Add data, tab, and navigate.  Test on desktop, tablet and phone form factors.

14. OFFICE OF INFORMATION TECHNOLOGY 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.

15. OFFICE OF INFORMATION TECHNOLOGY 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.

16. OFFICE OF INFORMATION TECHNOLOGY 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/con sent/ https://frevvo.fau.edu/google/con sent/  Login with your FAU Google Account {netid}@fau.edu{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.

17. OFFICE OF INFORMATION TECHNOLOGY 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.

18. OFFICE OF INFORMATION TECHNOLOGY 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

19. OFFICE OF INFORMATION TECHNOLOGY 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}

20. OFFICE OF INFORMATION TECHNOLOGY 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.

21. OFFICE OF INFORMATION TECHNOLOGY Questions?