To preview a generic form template under construction

<This topic is in draft form only - it has been constructed solely from the corresponding requirements documentation and supporting use cases>

The opportunity to preview a generic form template at any stage of the creation process enables the end user to verify that its intended appearance, use of formatting and individual field characteristics are all correct and match the desired output. At the point of preview, the system compiles all components of the form in its current state of progression, mirroring how it will be presented to those end users with ownership for completing each resulting form instance. All inherent fields will exhibit the defined characteristics and validation rules assigned to them, verified using test responses.

The procedure to preview a generic form template under construction is as follows:

1. Navigate to Quick Menu > Forms > Configuration > Form Definition. The Form Definition window is displayed.
2. Expand an entity heading and select a generic form definition from the alphabetical list, or type its name into the Search Forms field. By default the list is filtered to show Current form definitions. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. Click on Templates. The Templates tab is activated.
4. Using the Select version drop-down field, choose the correct variant of the generic form template onto which any combination of standardised and system data field elements have be inserted; all existing field elements are displayed in the design area.
5. Click on Preview. The generic form template 'preview' mode is activated, revealing the compiled form with all current field elements available for selection and sample data entry.
6. Complete all form response fields, as required, to verify the intended behaviour; any errors, omissions, text changes or validation rule revisions can be documented.
7. Click on Designer. The generic form template mode reverts to 'designer', allowing all identified changes to be applied to the version in current focus. Use the Add New Item button () in conjunction with the Enumerated values control panel () to verify the operation of those field elements with a Repeating attribute.
8. Click on Save.

See related topics...

To assign custom field properties within a generic form template

To add a standardised entry field to a generic form template

To add a system data field to a generic form template

To create a new generic form definition