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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:

On This Page:


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

The Legacy Submission View and the submissions Export to Excel will be removed in the next major release. The submissions Export to Excel feature has been replaced by the Download Submissions to CSV feature. Please begin using the redesigned submission view as soon as possible.

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:

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

Migration Considerations for Cloud and In-house Customers  

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 Live Forms v7.1.

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:

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

    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
  2. Using SQL Server Management Studio:
  • 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...

The Legacy Submission View and the submissions Export to Excel will be removed in the next major release. The submissions Export to Excel feature has been replaced by the Download Submissions to CSV feature. Please begin using the redesigned submission view as soon as possible.

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 Live Forms space.

Forms/Flows Home Page

Shared Items Home Page

Shared Items in a Live Forms space


Customers using Confluence will only see the new submissions view. Logging directly into your Live Forms Confluence tenant will provide access to the legacy Export to Excel feature if it is needed,

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.

You will see columns for the controls in your form/flow designated as Searchable fields in the Submissions table. Searchable Fields are downloaded into the Submissions Download to a CSV file along with the submission default columns.

Cloud customers can configure up to 20 Searchable fields while the maximum number of fields can be configured in an in-house installation.

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.

Saved fields are only used for the Export of submissions to Excel which is currently available from the Legacy Submissions view. However, the Legacy Submission View and the submissions Export to Excel will be removed in the next major release. The submissions Export to Excel feature has been replaced by the Download Submissions to CSV feature.

Submission Download to CSV file feature

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

The Legacy Submission View and the submissions Export to Excel will be removed in the next major release. The submissions Export to Excel feature has been replaced by the Download Submissions to CSV feature. Please begin using the redesigned submission view as soon as possible.

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:

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.

Migration Considerations for Live Forms In-house Customers

Hide the Legacy Submissions View

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. If the Legacy Submissions view is not configured, the Saved Fields tab does not display when the Setup Searchable fields link is clicked and the Export to Excel feature is not available.

Configure the Maximum Number of Searchable Fields

The maximum number of fields can be configured in an in-house installation by adding the  frevvo.max.searchable.fields parameter to the <frevvo-home>\tomcat\conf\Catalina\localhost\frevvo.xml file. Live Forms displays an error message ("Maximum Number of Searchable Fields Exceeded!"), if the number of Searchable fields configured exceeds the maximum. The message will appear on the lower right of the screen and will disappear after a short time. Any fields in excess of the maximum number of fields configured will not be allowed.

Hide the Delete button on the Submissions Table

Add the frevvo.submission.delete.buttons parameter with a value of false to the frevvo war settings section of the <frevvo-home>\tomcat\conf\Catalina\localhost\frevvo.xml file to hide the Delete button on the Submission Table. If configured, the Delete button in the Legacy Submission view is also hidden. The default value is true. 

Disable the Edit link in Submissions

Add the "frevvo.submission.edit.link" parameter with a value of false to the frevvo war settings section of the <frevvo-home>\tomcat\conf\Catalina\localhost\frevvo.xml file to disable the Submission Edit link on the submission details popup everywhere it is displayed.

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

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

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.



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. When you configure your database, make the changes in the v7.1.0 server.xml file. Do not replace configured sections from a frevvo.xml from a previous release into the v7.1.0 server.xml. file.

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

Live Forms requires Insight software for the Reporting and Submissions View 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.


 

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

 

Or it can be done via the SQL Server Management Studio (“Is Read Committed Snapshot On” Option under database properties)

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