Page Comparison

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

•  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.
•  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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To the right of each form/workflow name there is a  Form/Workflow Operations Icon. Each operation is described below., which provides a menu of options:

•  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.
•  Test your form/workflow. See Testing Forms/Workflows.
•  Delete^* the form/workflow. Keep in mind there is no Undo feature so this action is permanent. Deleting a form/workflow also deletes all associated form submissions and any saved in-process form/workflow instances. See replacing forms/workflows.
•  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. 
  
•  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.
  
•  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.
  
•  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. Access Control permissions assigned to the original form/workflow are retained in the copy.
  
•  Submissions gives access to the form/workflows submissions. 
  
•  Submissions (legacy) opens the legacy submissions viewer including the Export to Excel feature. This may be removed in a future release.
  
•  Deploy a form/workflow to Production state and remove the Development watermark. This toggles the icon to the Undeploy 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.
  
•  Schema downloads the automatically generated schema associated with your form/workflow. This schema will contain all the controls added from the Palette. This will not contain controls added from your own schemas. See Schemas for more details.
  
•  Thumbnail attaches an icon to your 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.
  
•  Internationalize a form/workflow with translations in different languages.
  
•  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.
•  Publish as Template that you can use when creating other new forms/workflows. See Templates.

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Searchable Fields are fields in your form/workflow that can be used to search submissions and tasks. It is up to the forms designer to designate which controls should be set up as Searchable fields.

Form requirements may change over time. What happens if you need to add or delete Searchable fields and you want your previous submissions to reflect your changes? Adding or deleting Searchable Fields at any time will immediately take effect for future submissions, but not for past submissions. Designers, tenant or superuser administrators or any user given the permission to edit a form/workflow can initiate a Refresh Searchable Fields process for a particular form. Once the process completes, new submissions will /workflow to reflect the changes made to the Searchable Fields but to show them in previous submissions you must run the Refresh Searchable Fields process for your form.

For example, let's say you have an Invoice form with the First Name and Last Name fields set up as searchable fields. You can search existing submissions or tasks by setting up a filter using the data in these fields.

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1. Login as a designer user or your production account if the form is deployed.
2. Edit the Application where your form is located.
3. Edit your flowform. Click on the toolbar to display the form properties.

4. Add the Product Name control in your form to the Searchable Fields list using the Setup Searchable Fields wizard.

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   Insert excerpt Form Setting Properties Form Setting Properties nopanel true

5. Follow these steps to run the Refresh Searchable Fields process.
   1. Click the Refresh icon for the form you want to update.
   2. Information about previously run Refresh processes for the form display in a table.
      
      
      
      
      • Starting and Ending date/Time of the process
      • Status of the process - completed/failed/stopped
      • The user id and name of the process initiator
      • A description providing the Application/Form Name
        
        
   3. Click the icon to start the Refresh Process.
      
      
      
      
   4. Click Submit.
   5. The message "Index batch was successfully started" displays and the submitted process shows in the Refresh Process list table.
      
      
      
      
   6. Click the  Refresh icon to update the table with the most recent information.
      
      
      
      
   7. Click the Back to Forms link to return to the Forms Home Page.

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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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