...

To the right of each form name are five six icons. Each is described below.

...

Refresh Searchable Fields

Searchable Fields are fields from in your form that can be used to search submissions and tasks. It is up to the form/flow forms designer to designate which controls should be set up as Searchable 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. You must add the Product Name field to the list of Searchable Fields in your form.

1. Login as a designer user or your production account if the form is deployed.
2. Navigate to the Forms Home PageEdit the Application where your form is located.
3. Edit your flow. 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.
   1. Click the Refresh icon for the form you want to update.
   2. Information about previously run Refresh processes for the form 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 link to return to the Forms Home Page.

Once the Refresh Searchable Fields process for the form is completed, the Product control and the associated data displays as a column in the Submissions Table.

Image Added

The Refresh Process can be stopped or abandoned once started.

...

1. Click the Stop icon .
   
   
   
   
   
2. Click Ok to confirm.
   
   
   
   
3. When the process is stopped, the status column will update.
   
   

Restarting a Stopped

...

Refresh Searchable Fields Process

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

The Refresh Searchable Fields process can be abandoned if it is not in the STARTING or STARTED state. The process must be stopped to mark it as abandoned. This prevents it from being restarted. You may want to abandon a batch job if it failed and restarting it would result in another failure. Abandoning the batch job allows you to start over again with a new process.

...

1. Stop the Refresh Searchable Fields Process
2. Click the Abandon icon in the row in the Abandon column for the process you want to prevent from restarting.
   
   Image Modified
   
   
3. Click Ok to confirm.
   
   
   
   
4. The Refresh Job Status screen will update.
   Image Removed
   Image Added

Assigning a Thumbnail Icon to a Form

...

If your goal is to update your form to a new version that you had previously downloaded to disk or to revert to an older version previously downloaded to disk, do not first delete the form since, as stated, this removes all associated saved/submitted/pending form instances. Instead leave the original as it is and upload the version from disk by clicking the  upload icon. A dialog will display that lets you browse to the form on disk and give gives you the option of replacing the current with this new version. Checking the option to ignore XML schemas in the form being uploaded if those schemas already exist in the application, results in the existing schemas being used. 

...

Designer users can grant other users the ability to edit a form and access related submissions. The Access Control and Shared Items topic explains the details. This permission gives Users with this permission also can run the process to Refresh Searchable Fields.