How do I preview a Form before publishing it?

Charlotte Boatner-Doane - Forum Moderator
Charlotte Boatner-Doane - Forum Moderator
  • Updated

Once you have built a Form in the Form Builder, you can preview the Form to see what the caregiver's experience of filling out the Form will be before you publish it. You can preview a Form from two places:

  1. From the Preview tab on the Form Builder.
  2. From the list of Forms in Form Settings. 

Preview a Form from the Form Builder

From the Form Builder, click the Preview tab. 

Preview_tab_form_builder.png

From the Preview tab, you can complete the Form to test out the experience and decide whether you wish to make changes to the Form fields or Display Logic before publishing. If you are satisfied with your Form and ready to publish, click Publish

publish_from_preview.png

To return to the Builder to make changes to the Form, click Build.

Preview a Form from the Forms list in Form Settings

From the list of Forms in Form Settings, click the arrow next to View for the Draft Form you wish to preview. Select Preview

preview_form_settings.png

To publish the Form after previewing, click Publish

publish_from_preview.png

To return to the Builder, click Build.

 Learn More

Was this article helpful?

1 out of 1 found this helpful

Comments

0 comments

Article is closed for comments.