Image Removed

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

Image RemovedImage Added

Navigating the Forms and Workflows Home Page

...

•  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.
•  Set Permissions brings up a quick-view Access 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 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.
•  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.
•  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. When a form or workflow is deployed, it will appear with a flag icon beside the form/workflow name.
•  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. 
  
•  Publish as Template that you can use when creating other new forms/workflows. See Templates.
•  Submissions gives access to the form/workflows submissions. 
•  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.
•  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  spaceportal on mobile devices such as iPhone or iPad. Learn more about thumbnails below.
  
•  Internationalize a form/workflow with translations in different languages.
  
• 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.

...

Once you have initiated the Refresh Searchable Fields process, the UI frevvo UI allows for the job to be stopped or aborted. The process can be stopped if it is in the STARTING or STARTED state.

...

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

...

You can attach a thumbnail icon to a form/workflow by clicking the Thumbnail icon in Form/Workflow Action Menu. Select one of the icons provided by or frevvo or upload your own. The icons will display when you access your forms/workflows from a a frevvo spaceportal on mobile devices (iPhone and iPad) mobile devices. See below. If you do not specify an icon for your form/workflow,  frevvo will display a default thumbnail where required.

In the Thumbnail feature you will see a list of icons provided by frevvo.

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/workflow. 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.

...

Undeployed forms/workflow (in development) display a watermark to help users understand the status and to prevent misuse of undeployed forms/workflows. 

Image RemovedImage Added

Deleting Forms/Workflows

When you delete a form/workflow by clicking the  Delete icon the form/workflow is permanently removed and cannot be restored. The delete operation also deletes all submissions from from frevvo's submission repository and any saved in-process form/workflow instances.

...

If your goal is to update your form/workflow to a new version that you had previously downloaded or to revert to an older version previously downloaded, do not first delete the form/workflow since this removes all associated saved/submitted/pending form/workflow instances. Instead, leave the original as it is and upload the version from the disk by clicking the Add Content icon and selectingUpload a Form or Workflow. A dialog will display that lets you:

• Browse to the form/workflow zipfile zip file on disk
• Select the option of replacing the current form/workflow with this new version
• Ignore XML schemas in the form being uploaded if those schemas already exist in the project and you intend for the existing schemas to be used. 

...