Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Section
Column

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

Column
width240px

On This Page:

Table of Contents
maxLevel1
 

...

There are three icons at the top of the Forms and Workflows home page: 

  • Image Modified 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.
  • Image ModifiedSort 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.
  • Image ModifiedInformation 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 Modified Form
  • Image Modified Workflow

To the right of each form/workflow name there is a  Form/Workflow Operations Icon, which provides a menu of options:

  • Image Modified 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 ModifiedTest your form/workflow. See Testing Forms/Workflows.
  • Image ModifiedDelete* 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.
  • Image Modified 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 Modified 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 Modified Security brings up a quick-view 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 Modified 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.
  • Image Modified Submissions gives access to the form/workflows submissions. 
  • Image Modified Submissions (legacy) opens the legacy submissions viewer including the Export to Excel feature. This may be removed in a future release.
  • Image Modified Deploy a form/workflow to Production state and remove the Development watermark. This toggles the icon to the Image ModifiedUndeploy 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 Modified 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.
  • Image Modified 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.
  • Image Modified Internationalize a form/workflow with translations in different languages.
  • Image Modified 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 Modified Publish as Template that you can use when creating other new forms/workflows. See Templates.
Warning

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

...

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

...