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  1. Cloud Customers:

    1. The maximum number of Searchable fields  fields is 20. 

    2. Edit each form/flow where Export to Excel is configured
      1. Click the Setup Searchable Fields link

      2. Click the Saved Fields tab and review the fields previously set up as Saved Fields

      3. Click the Searchable Fields tab and add every field into the Searchable Field list that was in the Saved Fields list plus any other fields that you might want to use as search criteria if they are not already in the list.

      4. Save your changes

    3. Email support@frevvo.com to request that the Insight Batch job be run on your tenant if you want to update older submissions with the changes.

  2. In-house Customers:
    1. If you have forms/flows exporting more than 20 fields to Excel, add the frevvo.max.searchable.fields parameter to the frevvo.xml file

      1. Change the value to the number of searchable fields that you want.

    2. Edit each form/flow where Export to Excel is configured

      1. Click the Setup Searchable Fields link

      2. Click the Saved Fields tab and review the fields previously set up as Saved Fields

      3. Click the Searchable Fields tab and add every field into the Searchable Field list that was in the Saved Fields list plus any other fields that you might want to use as search criteria if they are not already in the list.

      4. Save your changes

    1. Manually run the Insight batch job to if you want to update older submissions with the changes.

     

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