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

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Navigating the Forms and Workflows Home Page

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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.
•  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 theUndeploy 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. 
  
•  Submissions (legacy) opens the legacy submissions viewer including the Export to Excel feature. This may be removed in a future release.
•  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  space on mobile devices (iPhone and iPad) mobile devices. 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.

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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.

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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.

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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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