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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, create a new workflow, or upload a form/workflow.  New content will be added to the forms/workflows list.
• Click the  icon to sort the list of forms and workflows.  Once you have created some forms, the forms Content will be displayed based on with the last modified date on top. You can resort them by last modified date or alphabetically.
• Click the Page Help icon for information about the features on the Forms and Workflows Homepage. This feature is only available for Cloud customers.

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To the right of each form/workflow name there is a Form/Workflow Operations Icon . Each operation is described below.

• Click the Image RemovedRefresh 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 Image Removed 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 Image Removed icon to internationalize a form with translations in different languages.
• Click the Image Removed 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 Image Removed 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 Image Removed icon to delete the formImage Added Edit opens your form/workflow in the respective Form or Workflow Designer. You can also open your form by clicking on the form/workflow name.
• Image Added Test your form/workflow. See Testing Forms/Workflows.
• Image Added Delete the form/workflow. Keep in mind there is no Undo feature so this action is permanent.
  

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•  Deleting a form/workflow also deletes all associated form submissions and any saved in-process form/workflow instances. See replacing forms/workflows.

Below each form name are eight more icons. Each is described below.

• Click the Image Removedicon to open your form and edit it in the Forms Designer.
• Click the Image Removed icon to test your form. See Testing Forms.
• Click the Image Removed to make a copy of your form. The newly copied form 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. 
  
• Image Added Share your form/workflow. Forms/Workflows that will be shared should have the Access Control set so it can be shared with others. See Sharing Forms.
  
• Image Added Security brings up a quick-access Access Control wizard that allows the designer to specify run-time access for the form and configure selected users or roles that can execute the form and view/edit form submissions. Access Control will typically be managed in the Form/Workflow Properties Wizard.
  
• Image Added Duplicate creates a copy of your form/workflow. The newly copied content will be independent from the original; any changes you make to the copy won’t affect the original and vice versa. Since the newly copied form will be your most recently created form, it will appear at the bottom of your list of forms. Access Control permissions  Access Control permissions assigned to the original form/workflow are retained in the copy.
  
• Click the Image Removed icon to download Image Added Submissions gives access to the form/workflows submissions. 
  
• Image Added Submissions (legacy) opens the legacy submissions viewer including the Export to Excel feature. This may be removed in a future release.
  
• Image Added Deploy a form/workflow to Production state and remove the Development watermark. This toggles the icon to the Image AddedUndeploy icon. If your license enables a limited number of Production forms/workflows you will get an error message when you hit your license production limit.
  
• Image Added Schema downloads the automatically generated schema associated with your form/workflow. This schema will contain all the controls added to your form from the the Palette. This will not contain controls added to your form from your own schemas. See See Schemas for more details.
  
• Click the Image Modified Thumbnail attaches an icon to download a zipped version of the form to disk. A single zip file will be created with the name of your form, followed by _form.zip. This icon also appears on the Applications home page so you can zip your entire application, including all the forms it contains. The zip file name will be the name of your application, followed by _app.zip.
• Click the Image Removed icon to share your forms in a number of different ways. Before you click this remember to mark your form public or you will not be able to share it with others. See Sharing Forms.

• Click the Image Removed icon to view the submissions for this form. Click the Image Removed icon to view submissions in the Legacy view.

  Warning

  The Export of submissions to Excel feature has been replaced by the Download to CSV. If you have not used the Export to Excel feature in the past, we recommend that you become familiar with the Download to CSV. You can still use the Export to Excel feature by accessing it from the Submissions Legacy view. However, the Legacy Submissions view and the Export to Excel may be removed in a future release.

• Click the Image Removed icon to deploy a form to Production state and remove the Development watermark. This toggles the icon to the Image Removed undeploy icon. If your form server license enables a limited number of Production forms you will get an error message when you hit your license production form limit.
• Click the Image Removed icon to undeploy a form and move it from the Production state back to the Development stateyour form/workflow. You can select one of the icons provided by  or you can upload your own. The icons will display when you access your forms/workflows from a  space on mobile devices (iPhone and iPad) mobile devices. See below.
  
• Image Added Internationalize a form/workflow with translations in different languages.
  
• Image Added Refresh Search Fields updates previous submissions when a change is made to the Searchable Fields in your form/workflow. Refer to Refresh Searchable Fields for the details.
• Image Added Publish as Template that you can use when creating other new forms/workflows. See Templates.

Refresh Searchable Fields

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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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