Page Comparison

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• 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.
• Image ModifiedInformation 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 Image Modified Form Form/Workflow Action Menu, which provides the following options:

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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
   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 Image Modified Refresh Search Fields from the form/workflow Action 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.

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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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Forms in the Development state have a watermark. Change them to Production to remove the watermark. The  Deploy/Undeploy icon on each form/workflow toggles this state. Your license key controls the number of forms that can be set to Production. Deployed forms and workflows appear in the list with aImage Addedflag icon beside their name.

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:

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