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The forms home page appears after you create/edit an application or install a Form Template application.


On This Page:

Table of Contents


  • Click the icon to open your form and edit it in the Forms Designer.
  • Click the  icon to test your form. See Testing Forms.
  • Click the to make a copy of your form. The newly copied form will be independent from the original; any changes you make to the copy won’t affect the original and vice versa. Since the newly copied form will be your most recently created form, it will appear at the bottom of your list of forms. Access Control permissions assigned to the original form are retained in the copy.
  • Click the icon to download the automatically generated schema associated with your form. This schema will contain all the controls added to your form from the Palette. This will not contain controls added to your form from your own schemas. See Schemas for more details.
  • Click the icon to download a zipped version of the form to disk. A single zip file will be created with the name of your form, followed by This icon also appears on the Applications home page so you can zip your entire application, including all the forms it contains. The zip file name will be the name of your application, followed by
  • Click the icon to share your forms in a number of different ways. Before you click this remember to mark your form public or you will not be able to share it with others. See Sharing Forms.
  • Click the icon to view the submissions for this form. Click the icon to view submissions in the Legacy view.

    The Export of submissions to Excel feature has been replaced by the Download to CSV. If you have not used the Export to Excel feature in the past, we recommend that you become familiar with the Download to CSV.
    You can still use the Export to Excel feature by accessing it from the Submissions Legacy view. However, the Legacy Submissions view and the Export to Excel may be removed in a future release.

  • Click the icon to deploy a form to Production state and remove the Development watermark. This toggles the icon to the undeploy icon. If your form server license enables a limited number of Production forms you will get an error message when you hit your license production form limit.
  • Click the icon to undeploy a form and move it from the Production state back to the Development state.


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.



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