Difference between revisions of "Preview UTA Forms Through Different Roles, Statuses, and Versions"

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:# Click on the '''Configuration Settings''' icon
 
:# Click on the '''Configuration Settings''' icon
 
:# Click the '''[[Level 1 Entity|Level 1]]''' tab
 
:# Click the '''[[Level 1 Entity|Level 1]]''' tab
:# In the Level 1 Properties section, click on the '''Level 1 Form Preview''' hyperlink.
+
:# In the '''Level 1 Properties''' section, click on the '''Level 1 Form Preview''' hyperlink.
  
 
==Illustrated==
 
==Illustrated==
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[[Image:Application_form_preview.png|link:]]<br /><br />
 
[[Image:Application_form_preview.png|link:]]<br /><br />
 
<br />
 
<br />
''Below is an example of the '''Preview From''' ''<br />
 
 
[[Image:Preview_form_example.png|link:|800px]]<br />
 
[[Image:Preview_form_example.png|link:|800px]]<br />
 +
''An example of the '''Preview From''' ''<br />
  
 +
 +
==Notes==
 
* Changing from views are completed by selecting specific Roles, Status', and Versions from the drop down values at the top of the '''Form Preview'''.
 
* Changing from views are completed by selecting specific Roles, Status', and Versions from the drop down values at the top of the '''Form Preview'''.
 
* Clicking the '''Preview''' button will display the '''View''.
 
* Clicking the '''Preview''' button will display the '''View''.
 
==Notes==
 
 
* Mandatory fields will not be required to be completed
 
* Mandatory fields will not be required to be completed
 
* Object variables will not be processed
 
* Object variables will not be processed

Revision as of 15:42, 10 February 2016

How.png This article will explain how you can implement this feature for use on your SmartSimple system.

Overview

The UTA Form Preview allows admins to see how their forms will appear to their end users based on different statuses, roles, and form versions, without needing to log in as different users and complete mandatory fields.

Navigating to the Feature

  1. Navigate to the desired UTA
  2. Click on the Configuration Settings icon
  3. Click the Level 1 tab
  4. In the Level 1 Properties section, click on the Level 1 Form Preview hyperlink.

Illustrated

This feature is located within the Application Properties' section
link:


link:
An example of the Preview From


Notes

  • Changing from views are completed by selecting specific Roles, Status', and Versions from the drop down values at the top of the Form Preview.
  • Clicking the Preview' button will display the View.
  • Mandatory fields will not be required to be completed
  • Object variables will not be processed
  • Some visibility conditions will be impacted due to the above conditions


See Also