Preview UTA Forms Through Different Roles, Statuses, and Versions

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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

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


Below is an example of the Preview From
link:

  • 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.


Notes

  • 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