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•  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  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 deleting forms/workflows and replacing forms/workflows below.
•  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 and Workflows.
  
•  Security brings up a quick-view Access Control wizard that allows the designer to specify run-time view and edit access for the form and configure selected users or roles that can execute the form and view/edit form /workflow and its 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 See the Schemas for  topic 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 Learn more about thumbnails 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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*Deleting a form also deletes all associated form/workflow submissions and any saved in-process form/workflow instances. See replacing forms/workflows.

Refresh Searchable Fields

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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/workflow to reflect the changes made to the Searchable Fields in previous submissions.

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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.

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   title Click here to to see how to do that.
   Insert excerpt Form Setting Properties Form Setting Properties nopanel true

5. Follow these steps to run the Refresh Searchable Fields process. 

   Warning
   Run the Refresh Searchable Fields Process during a time period when the form or workflow is not being used.

   1. Select  Refresh Search Fields from the form/workflow Operations Menu for the form/workflow you want to update.
      
   2. Information about previously run Refresh processes for the form/workflow 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 and Flows link to return to the Forms and Workflows Home Page.

Once the Refresh Searchable Fields process for the form is completed, the Product control and the associated data displays as a column in the Submissions Table.

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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 the  Thumbnail  icon  icon in Form/Workflow Operations menu. Select one of the icons provided by or 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. If you do not specify an icon for your form/flowworkflow,  will display a default thumbnail where required.

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If the form/workflow does not have an icon assigned 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 workflow 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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Before deleting you may wish to download a copy of the form/workflow by clicking the  Download icon. Click deleting a project  See this topic for information on deleting projects.

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