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The Forms and Workflows homepage appears when you create or edit a project.

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On This Page:

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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.

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    Form Setting Properties
    Form Setting Properties
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  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 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 FlowsWorkflows 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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You can attach a thumbnail icon to a form/flow workflow by clicking the Thumbnail icon in Form/Workflow Action Menu. Select one of the icons provided by or upload your own. The icons will display when you access your forms/flows workflows from a  space on mobile devices (iPhone and iPad) mobile devices. See belowIf you do not specify an icon for your form/workflow,  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/flowworkflow. 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/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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