We recommend that you read the information below before you begin.

Automatic Upgrade for Live Forms Online (Cloud Hosted) Customers

Live Forms Online cloud hosted customers were automatically upgraded on TBDDecember 10, 2016. The automatic cloud upgrade will be seamless. Cloud customers should review these topics to prepare for the new version of 

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Migration Considerations for Cloud and In-house Customers  

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• Turn on the “Is Read Committed Snapshot On” Option under database properties

New Submissions View

The New Submissions View provides the ability to search submissions by fields in your form/flow, metadata fields or logical expressions that you create. The UI makes it very easy to specify search criteria. The Legacy Submissions view is also available in this release but...

For now, Cloud customers will see icons for both views on the Forms/Flows Home pages, the Shared Items Home Page and the Shared Items option in a

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v7The GA Release Date for v7.1.0 was released on TBD for in-house customers .

Configure Snapshot Isolation for SQL Server Databases

If you are using SQL Server as your external database, you must configure Snapshot Isolation to minimize deadlocks only for your frevvo database schema. This is recommended when you are setting up SQL Server for the first time or BEFORE you begin the upgrade to

Although MySQL and Oracle databases are set up to do this by default, SQL Server is NOT.

It is recommended that SQL Server customers should at the minimum:

• Turn on the READ COMMITTED SNAPSHOT setting in the database to ensure that reads don’t block writes.

This can be done:

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ALTER DATABASE <your frevvo database schema> - replace <your frevvo database schema> with the name of your frevvo database schema then execute the statement below:SET READ_COMMITTED_SNAPSHOT ON

was released on 1/27/2017.

v7.1 Submissions View

The v7.1 Submissions View provides the ability to search submissions by fields in your form/flow, metadata fields or logical expressions that you create. The UI makes it very easy to specify search criteria. The Legacy Submissions view is also available in this release but...

For now, Cloud customers will see icons for both views on the Forms/Flows Home pages, the Shared Items Home Page and the Shared Items option in a

Customers using

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v7.1 submissions view. Logging directly into your

Searchable Fields

Saved and Key fields have been replaced by Searchable Fields. Searchable fields configured for a form or flow are the fields that can be used to filter submissions or tasks. When selecting Searchable Fields, select the controls that you feel your users would use as search criteria.

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If the Legacy submissions view is configured, designer users will see Searchable and Saved field tabs when the link to Setup Searchable Fields is clicked. The v7.1 upgrade automatically displays previously configured Key fields on the Searchable field tab and any configured Saved fields on the Saved fields tab.

Submission Download to CSV file feature

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Submission Download to CSV file feature

The submissions Export to Excel feature has been replaced by the Download Submissions to CSV feature

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Repeating Data

Forms/Flows containing repeat or table controls setup as Searchable Fields do NOT generate multiple rows in the Download Submissions to CSV file as it did in the legacy Export to Excel. Instead, when you upload the csv file into Excel, it will look like the image below:

Image Removed

The Download Submissions to CSV file topic covers all the details about how the new feature works.

Designer ACL

Form and flow owners (designer users that created the form/flow) can give other users (designers/non-designers) the capability to edit the form/flows. This is particularly helpful if a designer user takes a leave of absence or leaves the company. The "backup designer" has the ability to make changes to the form/flow without having to download the form/flow(s) from the owner's account to the "backup designer's" account.

The "backup designer" also can view related submissions by clicking on the Submission or Legacy Submission icons. When given the Edit permission, the "backup designer" can edit submissions as well.

The Designer ACL feature is only available for form and flows. It may be expanded to other design types (applications, spaces, schemas, styles etc) in a the future release.

Users with or without the role of frevvo. Designer can be assigned the permission to edit forms/flows.

Users given this permission access the shared form/flow from the Shared Items tab even if they have the frevvo.designer role assigned to them. They can only edit the form/flow that was shared with them. They will not have the ability to create new forms/flows from the Shared Items tab.

Search Submissions and the Task List using Fields in your form/flow

Fields in your form/flows can now be used to search and find submissions and tasks. The fields that you want to use as search criteria must be configured as Searchable Fields.  

The new Task List Search UI:

• No longer allows the selection of more than one form/flow to search
  
• Allows you to select Date Ranges, Submission Status or Error condition as search criteria
• Allows you to enter matching values for the configured Searchable fields as search criteria
• Allows the editing of logical expression for more complicated filtering  
  

The new Submission Search UI

• Allows you to select Date Ranges, Submission Status or Error condition as search criteria.
   
• Allows you to enter matching search criteria for the configured Searchable fields for that form/flow.
• Allows the editing of logical expression for more complicated filtering.
  

The Submissions chapter provides a complete explanation of the new submissions search function and the Searching the Task List topic discusses the details for the new Task List search.

Translation of strings containing a colon with ISO-8859-1 encoding

When internationalizing a form/flow, labels that contain a colon were not translated if the ISO-8859-1 encoding checkbox is checked when uploading the locale file. Colons must be escaped when used in a locale file property name.  Newly downloaded default translation files will now escape a colon with a '\'. Previous translation files with strings containing colons will have to be re-uploaded with the colon properly escaped.

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. The csv file is easily opened in Excel. Customers currently using the Export to Excel feature can still access it by clicking on the Image Added Submissions(legacy) icon.  

Repeating Data

Forms/Flows containing repeat or table controls setup as Searchable Fields do NOT generate multiple rows in the Download Submissions to CSV file as it did in the legacy Export to Excel. Instead, when you upload the csv file into Excel, it will look like the image below:

Image Added

The Download Submissions to CSV file topic covers all the details about how the new feature works.

Switching from Export to Excel to CSV Download

1. Cloud Customers:
   

   1. The maximum number of Searchable fields  

   2. Edit each form/flow where Export to Excel is configured

   3. Click the Setup Searchable Fields link

   4. Click the Saved Fields tab and review the fields previously set up as Saved Fields

   5. Click the Searchable Fields tab and add every field into the Searchable Field list that was in the Saved Fields list

   6. Save your changes

   7. Email support@frevvo.com to request that the Insight Batch job be run on your tenant if you want to update older submissions with the changes.

2. In-house Customers: Refer to the Switching from Export to Excel to CSV Download for In-house Customers for the details
   

Sharing a form or flow in Development

Form and flow owners (designer users that created the form/flow) can give other users (designers/non-designers) the capability to edit the form/flows. This is particularly helpful if a designer user takes a leave of absence or leaves the company. The "backup designer" has the ability to make changes to the form/flow without having to download the form/flow(s) from the owner's account to the "backup designer's" account.

The "backup designer" also can view related submissions by clicking on the Submission or Legacy Submission icons. When given the Edit permission, the "backup designer" can edit submissions as well.

The permission to edit is only available for form and flows. It may be expanded to other design types (applications, spaces, schemas, styles etc) in a the future release.

Users with or without the role of frevvo. Designer can be assigned the permission to edit forms/flows.

Users given this permission access the shared form/flow from the Shared Items tab even if they have the frevvo.designer role assigned to them. They can only edit the form/flow that was shared with them. The functions provided to edit forms/flows from the Shared Items tab, do not include the option to delete or copy them. Users granted form/flow editing permission will not have the ability to create new forms/flows from the Shared Items tab.

Search Submissions and the Task List using Fields in your form/flow

Fields in your form/flows can now be used to search and find submissions and tasks. The fields that you want to use as search criteria must be configured as Searchable Fields.  

The v7.1 Task List Search UI:

• Allows the selection of one form/flow to search
  
• Allows you to select Date Ranges, Submission Status or Error condition as search criteria
• Allows you to enter matching values for the configured Searchable fields as search criteria
• Allows the editing of logical expression for more complicated filtering  
  
  Image Added
  

The v7.1 Submission Search UI

• Allows you to select Date Ranges, Submission Status or Error condition as search criteria.
• Allows you to enter matching search criteria for the configured Searchable fields for that form/flow.
• Allows the editing of logical expression for more complicated filtering.
  
  Image Added
  

The Submissions chapter provides a complete explanation of the v7.1 submissions search function and the Searching the Task List topic discusses the details for the v7.1 Task List search.

Add the metadata URL to Live Form tenants using the Azure SAML Security Manager

A field to add the URL used to collect the Azure IDP metadata has been added to the

 Follow these steps to add the URL:

1. Login to your 

   Frevvoproduct

   Azure SAML tenant as the tenant admin.
   

2. Enter this URL into the URL field below the Identity Provider section:
   

   Code Block
   https://login.microsoftonline.com/{azure-tenant-name}/FederationMetadata/2007-06/FederationMetadata.xml

    

3. Replace {azure-tenant-name} with the id of your

   Frevvoproduct

    application in the Azure Active Directory. This can be obtained by viewing the endpoint URLS listed when you click View Endpoints in your frevvo Azure application.
   In this example, fece6b7e-fbc6-4b3a-8287-fc07c29aa2d2 is the frevvo application id in Azure Active Directory.

   Code Block
   https://login.microsoftonline.com/fece6b7e-fbc6-4b3a-8287-fc07c29aa2d2/FederationMetadata/2007-06/FederationMetadata.xm

   
   

4. Save the updated tenant configuration.

Mapped PDFs saved with extension when using the Filesystem Connector

If you are using the frevvo Filesystem Connector, you may notice that mapped PDFs are now being saved in the local or remote location with a .pdf extension. Be sure to check that previous submissions are not effected by this change, after the upgrade.

Translation of strings containing a colon with ISO-8859-1 encoding

When internationalizing a form/flow, labels that contain a colon were not translated if the ISO-8859-1 encoding checkbox is checked when uploading the locale file. Colons must be escaped when used in a locale file property name.  Newly downloaded default translation files will now escape a colon with a '\'. Previous translation files with strings containing colons will have to be re-uploaded with the colon properly escaped.

Migration Considerations for Live Forms In-house Customers

Configure Snapshot Isolation for SQL Server Databases

If you are using SQL Server as your Live Forms database, you must turn on the READ COMMITTED SNAPSHOT setting in the database. This is recommended when you are setting up SQL Server for the first time or if the option is turned off in your existing database  - BEFORE you begin the upgrade to 

You do not have to do this if you are using MySQL or Oracle databases because the option is turned on by default.

There are two ways to turn on the option:

1. Using DDL ( Data Definition Language) - Run the commands listed below

   Code Block
   ALTER DATABASE <your frevvo database schema> - replace <your frevvo database schema> with the name of your frevvo database schema SET READ_COMMITTED_SNAPSHOT ON

2. Using SQL Server Management Studio:

• Turn on the “Is Read Committed Snapshot On” Option under database properties.

Switching from Export to Excel to CSV Download for In-house Customers

1. If you have forms/flows exporting more than 20 fields to Excel, add the frevvo.max.searchable.fields parameter to the frevvo.xml file

1. Change the value to the number of searchable fields that you want.

2. Edit each form/flow where Export to Excel is configured

1. Click the Setup Searchable Fields link

2. Click the Saved Fields tab and review the fields previously set up as Saved Fields

3. Click the Searchable Fields tab and add every field into the Searchable Field list that was in the Saved Fields list

4. Save your changes

3. Manually run the Insight batch job to if you want to update older submissions with the changes.

Hide the Legacy Submissions View

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The Insight Server and Service (Batch job) MUST be configured to take full advantage of the Reporting and New Submission views the v7.1 Submission view and search capability. Do NOT disable it in the <frevvo-home>\tomcat\Catalina\localhost\frevvo.xml file.

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Email Configuration is still done in the frevvo.xml file. Custom configuration parameters are still configured in the frevvo.xml file.

Start the Insight server before Live Forms

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MUST be started BEFORE starting 

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 Windows:

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You will see this message:

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. Instructions for Windows and Linux operating systems are listed here:

  You do not have to restart the Insight server every time you restart

This is the SQL Server article on minimizing deadlocks. It is recommended that SQL Server users should at the minimum:

Turn on the READ COMMITTED SNAPSHOT setting in the database to ensure that reads don’t block writes.

This can be done using DDL:

ALTER DATABASE MyDatabase

SET READ_COMMITTED_SNAPSHOT ON

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server every time you restart

Running