Difference between revisions of "Preview UTA Forms Through Different Roles, Statuses, and Versions"
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==Overview== | ==Overview== | ||
| − | The UTA Form Preview | + | The UTA Form Preview simplifies the process viewing how UTA forms will appear to their end users based on different [[status|statuses]], [[roles]], and form [[Versioning|versions]], without needing to log in as different users and completing mandatory fields. |
==Navigating to the Feature== | ==Navigating to the Feature== | ||
:# Navigate to the desired '''[[UTA]]''' | :# Navigate to the desired '''[[UTA]]''' | ||
:# Click on the '''Configuration Settings''' icon | :# Click on the '''Configuration Settings''' icon | ||
| − | :# Click the '''[[Level 1 Entity|Level 1]]''' tab | + | :# Click the appropriate '''[[Level 1 Entity|Level 1]], [[Level 2 Entity|Level 2]] or [[Level 3 Entity|Level 3]]''' tab |
| − | :# In the ''' | + | :# In the '''Properties''' section, click on the '''Form Preview''' hyperlink. |
==Illustrated== | ==Illustrated== | ||
| − | ''This feature is located within the '''Application Properties'''' section''<br /> | + | [[Image:Application_form_preview.png|link:]]<br /> |
| − | + | ''This feature is located within the '''Application Properties'''' section'' (above)<br /> | |
| + | <br /> | ||
| + | |||
<br /> | <br /> | ||
[[Image:Preview_form_example.png|link:|800px]]<br /> | [[Image:Preview_form_example.png|link:|800px]]<br /> | ||
| − | '' | + | ''The UTA Preview From illustrated (above)''<br /> |
==Notes== | ==Notes== | ||
| − | * Changing from views | + | * Changing between from views is accomplished by selecting the specific Role, Type, Status, and Version 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 specific '''View'''. |
* 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 14:08, 14 March 2016
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This article will explain how you can implement this feature for use on your SmartSimple system. |
Overview
The UTA Form Preview simplifies the process viewing how UTA forms will appear to their end users based on different statuses, roles, and form versions, without needing to log in as different users and completing mandatory fields.
Illustrated
This feature is located within the Application Properties' section (above)
The UTA Preview From illustrated (above)
Notes
- Changing between from views is accomplished by selecting the specific Role, Type, Status, and Version from the drop down values at the top of the Form Preview.
- Clicking the Preview button will display the specific 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
