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The Forms and Workflows homepage appears after you create/edit a project or install a Form Template project. By default they are listed in order of last modified date. The user can reorder based on last modified date or alphabetically using the sort icon above the list.

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You will not see any content in the list the first time you use , but as you soon as you install a template project or create new Form or Workflow you will see them here. 

Click the Page Help icon Image Removedfor information about the features on the Forms and Workflows Homepage. This feature is only available for Cloud customers. 

There are three icons at the top of the forms home page. Each is described below.

  • Click the icon to install a prebuilt template, create a new form. Once , create a new workflow, or upload a form/workflow. 
  • Click the Image Added icon to sort the list of forms and workflows. Once you have created some forms, the forms will be displayed based on the creation date with the oldest form last modified date on top. You cannot change this default sort ordercan resort them by last modified date or alphabetically.
  • Click the Image Removed icon to upload a form zipfile previously downloaded to disk.Click the Image Removed icon to edit the application properties.Page Help icon Image Addedfor information about the features on the Forms and Workflows Homepage. This feature is only available for Cloud customers.

Forms and Workflows in the list can be identified by their icons:

  • Image Added Form
  • Image Added Workflow

To the right of each form name are six icons/workflow name there is aImage Added Form/Workflow Operations Icon . Each operation is described below.

  • Click the Refresh icon to update previous submissions when a change is made to the Searchable Fields in your form. Refer to Refresh Searchable Fields for the details.
  • Click the icon to attach a thumbnail icon to your form. You can select one of the icons provided by  or you can upload your own. The icons will display when you access your forms/flows from a  space on mobile devices (iPhone and iPad) mobile devices. See below.
  • Click the icon to internationalize a form with translations in different languages.
  • Click the icon to publish your form as a template that you can use when creating other new forms. See Templates.
  • The next icon controls the Visibility of the form. Clicking on the icon brings up an enhanced Access Control wizard that allows the designer to specify runtime access for the form, configure selected users or roles that can execute the form and view/edit form submissions.  
  • Click the icon to delete the form. Keep in mind there is no Undo feature so this action is permanent.

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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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