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

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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 designer to designate The designer designates which controls should be set up as Searchable 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 form. 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.

    Expand
    titleClick here to to see how to do that.

    Insert excerpt
    Form Setting Properties
    Form Setting Properties
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  5. Follow these steps to run the Refresh Searchable Fields process.

    Click the Image Removed Refresh icon

     

    Warning

    Run the Refresh Searchable Fields Process during a time period when the forms or workflows are not being used.

    1. Select Image Added Refresh Search Fields from the form/workflow Operations Menu for the form/workflow you want to update.

      Image Added
    2. Information about previously run Refresh processes for the form display in a table.

      Image Modified

      • 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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