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

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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.
  • Image Modified Delete 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.
  • Image Removed 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 Removed 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.
  • Image Removed SecuritySet Permissions brings up a quick-view Access Control Control wizard that allows the designer to specify view and edit access for the form/workflow and its submissions. Access Control will typically be managed in the the Form/Workflow Properties Wizard.
  • Image Modified Duplicate creates  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 Share your form/workflows submissions. 
    Image Removed Submissions (legacy) opens the legacy submissions viewer including the Export to Excel feature. This may be removed in a future releaseworkflow. Forms/Workflows that will be shared should have the Access Control set so it can be shared with others. See Sharing Forms and Workflows.
  • Image Modified Deploy a  a form/workflow to Production state and remove the Development watermark. This toggles the icon to theImage ModifiedUndeploy icon 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. When a form or workflow is deployed, it will appear with a flag iconImage Modified beside the form/workflow name.
  • 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 Added Publish as Template that you can use when creating other new forms/workflows. See Templates.
  • Image Added Submissions gives access to the form/workflows submissions. 
  • Image Added Submissions (legacy) opens the legacy submissions viewer including the Export to Excel feature. This may be removed in a future release.
  • Image Added 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 Added 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 the Schemas 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. Learn more about thumbnails below.
  •  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 Removed Publish as Template that you can use when creating other new forms/workflows. See TemplatesDelete 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.

Refresh Searchable Fields

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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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