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Searchable Fields are controls in your form/flow used as search criteria for submissions and tasks. It is up to the form/flow designer to designate which controls should be set up as Searchable fields.

Forms/flows can be a work in progess - requirements change over time. What happens if you need to add or delete Searchable fields and you want your previous submissions to reflect your changes?

Frevvoproduct
includes a web app (insight.war) in the tomcat bundle and is embedded in the <frevvo-home>\tomcat\webapps\frevvo.war file.

The war contains a batch process that extracts all the latest submissions from 

Frevvoproduct
and creates Insight Server documents for them. Indexed submission data is stored in <frevvo-home>\data\solr directory and is needed for the
Frevvoproduct
Reports feature and Submission and Task searches.


Searchable fields can be refreshed for:

  • All forms/flows in all tenants or a specific tenant - must be initiated by the frevvo Cloud or customer in-house superuser administrator. Cloud customers must contact frevvo to request a refresh of Searchable fields for your entire tenant.  frevvo will run the Insight Batch job during a time when your users are NOT using
    Frevvoproduct
    . frevvo will run the Refresh job during a time when your users are NOT using
    Frevvoproduct
    .
  • An individual form or flow - can be initiated by Designers (owners), Tenant Admins or any designer user given permission to edit forms/flows for a
    Frevvoproduct
    Cloud or in-house installation. If refreshing production forms or flows, run the job during a time period when the forms or flows are not being used.

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In-house customers can follow these steps to manually Refresh Searchable Fields for  if necessary.

Start the

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Refresh Searchable Fields Process

  1. Login as the server admin - admin@d
  2. Click the Manage Insight Data  Refresh Searchable Fields link on the Manage Server screen. The chart shows the following information for the last 1000 batch runs:
    1. Date and time when the batch job was Started
    2. Date and time when the batch job completed/failed/stopped or was marked abandoned.
    3. Status of the batch jobs previously run - completed/failed/stopped/abandoned.Image Removed
    4. The user id and name of the user who ran the process.
    5. Description of the process - was it run for all tenants, a specific tenant or a particular form/flow.

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  3. Click the Image Modifiedicon to initiate a new

    batch job.

    process. Use the Image Added Refresh icon to update the table with the most recent information.

    Warning

    If refreshing production forms/flows, remember to run the process when the forms/flows are not being used!

  4. The Start Refresh of Insight Data Searchable Fields screen displays.
  5. Select the tenant(s) for the batch job run. The choices are:
    1. All Tenants on the server
    2. A Specific Tenant
    3. If you select Specific Tenant then you must specify the tenant name. Type part of the tenant id into the search field and click the Search button. In the image, the Insight Data batch Refresh Searchable Fields process will run for a tenant named mycompany. Notice only a partial portion of the tenant id was typed into the search box to display the list of tenants that meet the search criteria:
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  6. Click Submit to start the batch process. The Refresh Insight Data Batch Job Status screen redisplays with a success message, the Date and time the batch job began, the user who initiated the process, a description of the process and the status of the batch job process as Started.
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Stop the Insight Data Batch Process

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