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The Forms and Workflows homepage appears after you create/edit a project.

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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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You can attach a thumbnail icon to a form/flow by clicking in the Image Modified icon or the Forms/Flows Home Page. You can select  Thumbnail  icon in Form/Workflow Operations menu. 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 belowIf you do not specify an icon for your form/flow,  will display a default thumbnail where required.

When you first click on the icon, In the Thumbnail feature you will see a list of icons provided by .

Since If the form/flow workflow does not have an icon assigned at this time, the Current thumbnail section of the screen will display the message "You have not specified a thumbnail for this form/flow. Please select one or upload your own thumbnail. If you do not specify one, frevvo will display a default thumbnail where required." Once you select or upload a thumbnail, the Current thumbnail section will update with that icon. You will not be able to delete the current thumbnail once it has been assigned but if you update the form/flow icon by selecting another one from the list or by uploading an image file, the updated icon will be reflected in the Current thumbnail section.

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Tip

If thumbnail changes are not reflected immediately, refresh the screen.

Production Forms

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/Workflows

Forms in the Development state have a watermark. Change them to Production to remove the watermark. Your license . The Image Added Deploy/Image AddedUndeploy icon on each form/workflow toggles this state. Your license key controls the number of forms that can be set to Production.

The deployment state defaults to Development irrespective of the default deployment state set by your license key and by your tenant admin for the following scenarios:

  • When a form/workflow is uploaded into your application from disk
  • When you make a copy of your form/workflow
  • When you create a new form/workflow from a form template other than the default template

To manage production forms/workflows go to your My Account -> : Manage Production forms page. See managing production forms for more information

Deleting Forms

When you delete a form, /workflow by clicking the Image Modified icon  Delete icon the form/workflow is permanently removed and cannot be restored. The delete operation also deletes all submissions from ' submission repository and any saved in process form/workflow instances.

Before deleting you may wish to download a copy of the form to disk /workflow by clicking the Image Modified download icon Download icon. Click deleting an application and deleting/replacing flows a project for information on deleting applications and  flowsprojects.

Uploading/Replacing Forms/Workflows

If your goal is to update your form/workflow to a new version that you had previously downloaded to disk or to revert to an older version previously downloaded to disk, do not first delete the form/workflow since , as stated, this removes all associated saved/submitted/pending form/workflow instances. Instead leave the original as it is and upload the version from disk by clicking the Image Removed upload icon. A Image Added Add Content icon and selectingImage AddedUpload a Form or Workflow. A dialog will display that lets you browse to the form/workflow zipfile on disk and gives you the option of replacing the current with this new version. Checking Check the option to ignore XML schemas in the form being uploaded if those schemas already exist in the application , results in and you intend for the existing schemas being to be used. 

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titleError Messages

When uploading a form/workflow with the same ID as an existing form , without checking Replace, a copy will be created and the designer will see an error message: "The form/workflow that was uploaded matches the id of one that already existed so a copy was made. If you intended to replace the existing form/workflow, delete the form you just uploaded and upload it again but check off the ‘Replace’ option."

When uploading a form with Replace checked that is currently being edited by another user, the designer will see this error message: "This form is currently being edited by <user@tenant>. Please try again later."

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