Live Forms v7.1 is no longer supported. Click here for information about upgrading to our latest GA Release.

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Why Upgrade?

Live Forms v7.1 contains new features that improve usability and makes designing forms easier. Here are a few of the top reasons to upgrade:

 

New Features:

  • New Submissions UI that allows you to search submissions by fields in your form/flow. (#19626)
  • Ability to delete Aborted or submissions in the Error state. (#19043)
  • Share the editing of forms/flows with more than one designer using the Designer ACL feature. (#8493)
  • Optionally search Tasks by fields in your form/flow. (#16039)
  • Save submissions to Box.com with the box connector. Easily integrate forms/flow to box with the Save to Box wizard (#19514)
     

On This Page:


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

The Legacy Submission View including the Export to Excel feature will be removed in the next major release. Please begin using the redesigned submission view as soon as possible.


Migration topics for v7.1:
New Export to Excel feature
#19973 Message elements cannot be edited
#19913 Strings containing ':' does not get translated when ISO-8859-1 encoding checkbox is checked while uploading the locale file.
#19788 Long names of uploaded attachments causes submission failure  
Old and New Submission Views - in-house can turn off the old view - see bottom of spec
Up to 5 fields on this tab be marked with an asterisk - indicating that these will be key fields for that form/flow to in the legacy view.
if you create a new form you will only see the searchable fields tab
#20141 - Documentation: For Release 7.1

Automatic Upgrade for Live Forms Online (Cloud Hosted) Customers

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

Insight Data Batch Job for the Cloud Upgrade 

Migration Considerations for Cloud and In-house Customers 

If you have any questions, please email support@frevvo.com.

Insight Data Batch Job for the Cloud Upgrade

During the cloud upgrade, the Insight Data Batch job will run on ALL production tenants. This is necessary to create Insight documents for all existing submissions. Your submission data is now available for Reports and the new Submissions View. 

Migration Considerations for Cloud and In-house Customers  

v7.1.0 was released on TBD for in-house customers.

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....

The legacy submission view will be removed in the next major release. Users are encouraged to begin using the redesigned submissions view as soon as possible.

For now, Cloud customers will see icons for both views on the Forms/Flows Home pages, the Shared Items tab on the Application Home page and the Shared Items option in the Important Items dropdown in a Live Forms space. Remember, you must have the proper ACL permissions to view/edit/delete submissions.

Forms/Flows Home Page

Shared Items tab on the Application Home Page

Shared Items from a Live Forms space

Submission Export to a CSV file

The export of submissions to Excel has been replaced by an export to a csv (comma separated values) file. The csv file is easily opened in Excel. Customers currently using the

Export to Excel feature can still access it by clicking on the Submissions(legacy) icon. However....

The Export to Excel feature will be removed along with the Legacy Submission view in the next major release. Users are encouraged to begin using the redesigned submissions view and the Submissions Export to a CSV file as soon as possible.

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 on a Task List.

 

The screen below illustrates the edit mode administration dialog that is available when the user clicks the "setup Searchable Fields" link in the form or flow editor. The "setup Searchable Fields" link replaces the old "setup Key/Saved? Fields" link.

 

The administration of searchable fields is very similar to the legacy administration of saved fields. It supports drag and drop and left and right buttons similarly to the saved fields ui in order to added searchable fields.

 

There is a configured max number of searchable fields supported (see section 3.4). When an attempt is made to add a searchable field in excess of the maximum configured number of searchable fields, the user will see an error message ("Maximum Number of Searchable Fields Exceeded!"). The message will appear on the lower right of the screen illustrated below and will disappear after a short time. Any fields in excess of the max configured will not be allowed.


Migration Considerations for Live Forms In-house Customers

In-house customers can turn off the Legacy Submissions View by setting the frevvo.deprecated.submissions.view.enabled configuration parameter. Other parameters are available to hide the Delete button on the Submission Table, disable the Edit link in Submission Details and set the maximum number of Searchable fields.

Just a Reminder for In-house Customers

In-house customers should review the topics below, the instructions in the Upgrade Guide and Supported Platforms before migrating. It is recommended that you perform a full installation of Live Forms v7.1.0 when upgrading. 

v7 License Key Required if you are upgrading from a version prior to Live Forms v7.0.x

Request a v7 license by emailing support@frevvo.com BEFORE you begin the upgrade. v5 and v6 licenses will not work. 

Hardware and Memory Requirements for your Live Forms Server

The minimum recommended hardware configuration for your Live Forms server is:

  • 2 gigahertz (GHz) 64-bit (x64) processor with 4 cores
  • 5 gigabyte (GB) of system memory
  • 100 GB hard drive

However you must size your hardware platform to your specific form usage characteristics. As the number of concurrent users and forms/flows increases so must the system memory. Refer to the memory configuration topic for the details.

Insight Server Memory Requirements

It may be necessary to increase heap size for the Insight server, when reporting on/indexing a large number of submissions. Refer to the memory configuration topic for the details.

Database Configuration moved to server.xml file

The database configuration that was done in the <frevvo-home>\tomcat\conf\catalina\localhost\frevvo.xml file has been moved to the <frevvo-home>\tomcat\conf\server.xml file. Also, note that the datasource in the server.xml file has been renamed to jdbc/sharedfrevvoDS so that it can be shared by Live Forms and the Insight server.



When you configure your database, make the changes in the v7.0.1 server.xml file. Do not replace configured sections from a frevvo.xml from a previous release into the v7.0.1. server.xml. file.

Configuring the database has not changed. The difference is that it is now done in the server.xml file and not frevvo.xml as in previous releases.

Email Configuration is still done in the frevvo.xml file. Custom configuration parameters that were added to the frevvo.xml file in previous releases are still configured in the frevvo.xml file.

Start the Insight server before Live Forms

Live Forms requires Insight software for the Reporting feature. The Insight software is included in the tomcat bundle. The Insight server MUST be started BEFORE starting Live Forms. Instructions for Windows and Linux operating systems are listed here:

 Windows:

  1. Open a command prompt. Navigate to <frevvo-home>\solr-5.4.1.Type bin\solr.cmd start to run the Insight server in the background, listening on the default port 8983.

    You will see this message:


  2. Browse http;<your server:your port>/solr to verify the Insight server is running. The <server:port> default values are localhost:8983. Change <your server>  to the server name and <your port> to the port the Insight server is running on if they are different than the defaults. Do not include the angle brackets <>. You will see the Insight server (Solr) dashboard with the current status:

If you close the Insight server (Solr) startup window, the server will stop running. Leave the window open or set up Live Forms and the Insight Server to run as Windows services.

Linux:

  1. Ensure that the scripts are executable: chmod 755 <frevvo-home>/tomcat/bin/*.sh
  2. Navigate to <frevvo-home>/solr-5.4.1/bin. Run this command to make the solr startup file executable:

    chmod +x solr
  3. Navigate back to the solr-5.4.1 directory.
  4. Start the Insight server by typing:

    bin/solr start - this starts the Insight server in the background, listening on the default port 8983.
  5. Browse http;<your server:your port>/solr to verify the Insight server is running. The <server:port> default values are localhost:8983. Change <your server>  to the server name and <your port> to the port the Insight server is running on if they are different than the defaults. Do not include the angle brackets <>. You will see the Insight server (Solr) dashboard with the current status:

 

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



 

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