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Tip

Check out a 5-minute Video Tour of the Forms & Workflows Home Page.

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  • Add Content: Install a prebuilt template, create a new form, create a new workflow, or upload a form/workflow. New content will be added to the forms/workflows list. 
    • If you attempt to upload a _dashboard.zip from this page, it will upload successfully and will redirect you to the Dashboards homepage. The reverse is also true; upload a _form or _workflow.zip in the "Upload a Dashboard" dialogue, and you will be redirected to the Forms and Workflows home page.
  • Sort the list of forms and workflows. Content will be displayed with the last modified date on top. You can resort them by last modified date or alphabetically.
  • Information about the features on the Forms and Workflows Homepage. This feature is only available for Cloud customers.

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When the Refresh process runs, tables that store the state of the process are created in the frevvo database. By default, if a process were to fail or be stopped, starting it again would restart the failed/stopped job from where it failed/stopped.

To restart a Stopped/Failed refresh process, simply start the batch job again with same tenant and it will resume the last stopped job. 

To prevent the last stopped job from restarting, change the status to Abandoned.

Abandoning the Refresh Searchable Fields Process

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Before deleting you may wish to download a copy of the form/workflow by clicking the  Download icon. See this topic for information on deleting projects.

Downloading the Form/Workflow .zip File

You can download your form/workflow .zip files for archiving, for sharing with another designer, moving it to a development/production project, or to send it to our support team for help troubleshooting. To do so, log in as the designer/owner of the form/workflow. Then,

  1. Click the three-dot action menu beside your form/workflow name. 
  2. Select Image Added Download a zipped version of the form/workflow. A single zip file will be created with the name of your form/workflow, followed by _form.zip or _flow.zip. 
  3. Now, you can maintain the .zip in an archive directory, email it to another user to upload to their project, or send it to frevvo support

Uploading/Replacing Forms/Workflows

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