You won't see any forms the first time you use

, but as you soon as you create some or you install a form template application you'll see them here. Forms are single page.

Click the Page Help button

for information about the features on the Forms Home page. This feature is only available for Cloud customers.

There are three icons at the top of the forms home page. Each is described below.

Click the
icon to create a new form. Once you have created some forms, the forms will be displayed based on the creation date with the oldest form on top. You cannot change this default sort order.
Click the
icon to upload a form zipfile previously downloaded to disk.
Click the
icon to edit the application properties.

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

Click the
Refresh icon to update previous submissions when a change is made to the Searchable Fields in your form. Refer to Refresh Searchable Fields for the details.
Click the
icon to attach a thumbnail icon to your form. You can select one of the icons provided by
or you can upload your own. The icons will display when you access your forms/flows from a
space on mobile devices (iPhone and iPad) mobile devices. See below.
Click the
icon to internationalize a form with translations in different languages.
Click the
icon to publish your form as a template that you can use when creating other new forms. See Templates.
The next icon controls the Visibility of the form. Clicking on the
icon brings up an enhanced Access Control wizard that allows the designer to specify runtime access for the form, configure selected users or roles that can execute the form and view/edit form submissions.
Click the
icon to delete the form. Keep in mind there is no Undo feature so this action is permanent.

Deleting a form also deletes all associated form submissions and any saved in-process form instances. See replacing forms.

Below each form name are eight more icons. Each is described below.

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 _form.zip. 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 _app.zip.
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.
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.

Refresh Searchable Fields

Searchable Fields are fields in your form that can be used to search submissions and tasks. It is up to the forms 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, new submissions will reflect the changes made to the Searchable Fields but to show them in previous submissions you must run the Refresh Searchable Fields process for your form.

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. You must add the Product Name field to the list of Searchable Fields in your form.

Login as a designer user or your production account if the form is deployed.
Edit the Application where your form is located.
Edit your flow. Click on the toolbar to display the form properties.
Add the Product Name control in your form to the Searchable Fields list using the Setup Searchable Fields wizard.
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.

Forms Home Page

Refresh Searchable Fields