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Refresh Searchable Fields

Searchable Fields are fields from your form that can be used to search submissions and tasks. It is up to the form/flow designer to designate which controls should be set up as Searchable fields.

Form requirements may change over time. What happens if you need to add or delete Searchable fields and you want your previous submissions to reflect your changes? Designers, tenant or superuser administrators or any user given the permission to edit a form can initiate a Refresh Searchable Fields process for a particular form. Once the process completes, previous submissions will reflect changes made to Searchable Fields.

For example, let's say you have an Invoice form with the First Name and Last name fields set up as searchable fields. You can search existing submissions or tasks by setting up a filter using the data in these fields. Your users have requested the ability to search submissions and tasks by product name in addition to the First and Last name of the customer. 

1. Add the Product Name control in your form to the Searchable Fields list using the Setup Searchable Fields wizard.

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Assigning a Thumbnail Icon to a Form

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