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Preview UTA Forms Through Different Roles, Statuses, and Versions

208 bytes removed, 20:44, 30 June 2019
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|[[Image:How.png|50px|link=]]
|This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
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==Overview==
From The UTA Form Preview simplifies the [[UTA Settings]] page [[System Administrator|System Administrators]] can now preview process viewing how UTA forms. The '''From Preview''' includes the ability will appear to quickly switch between form views their end users based on different [[status|statuses]]', [[roles]], and form [[Versioning|versions]]. This enhancement will display form previews at different statuses , without the requirement to fill in mandatory fields and without the requirement of having needing to log in as different users accountsand completing mandatory fields.
==Navigating to the Feature==
1. Click on the 9-square menu icon on the top right of your page.
From within :: {{Icon-Menu}} 2. Under the heading '''Applications, '''select the configuration pages we would like a preview option for desired {{UTA forms ([[Level 1 Entity|Level 1]], [[Level 2 Entity|Level 2]] and [[Level 3 Entity|Level 3]]) – with status, role and version drop downs so we can switch between them. This would allow }} whose form preview of forms at different statuses without having to fill in mandatory fields etc, or different roles without having you want to log in with a bunch of different accountssee. 
==Navigating to the Feature==:# Navigate to the desired [[UTA]]:# 3. Click on the Configuration Settings icon:# Click the [[Level 1 Entity|Level 1]] tab:# In the Level 1 Properties section, click on '''gear icon '''above the UTA name to go into '''Level 1 Form PreviewConfiguration Mode.''' hyperlink.
:: [[File:Gear icon.png|120px|border]]
4. Click the appropriate {{L1}}, {{L2}}, or {{L3}} tab. They will go in sequential order following the '''General '''tab (remember, the nomenclature will be unique to your [[SmartSimple]] [[instance]]).
==Illustrated==
''The feature is located within 5. Under the subsection title '''Application Properties'''' section''<br />[[Image:Application_form_preview.png|link:]]<br /><br /><br />'General Settings, 'Below is an example of the ''click on the 'Preview From''Form Preview ' ''<br />[[Image:Preview_form_examplehyperlink.png|link:|700px]]<br />
* Changing from views are completed by selecting specific Roles, Status', and Versions from the drop down values at the top of the ''':: [[File:Form preview.png|600px|border]]==Form Preview'''.- Essentials==* Clicking the After clicking '''PreviewForm Preview ''' button from the desired {{UTA}} and level of entity, a modal window will display the '''View''.appear: 
:: [[File:Preview campaign.png|800px|border]]
The first row of options will allow you to toggle between different [[Status|statuses]], [[Types|types]], [[User Role|roles]] and [[Versioning|Versions]], if applicable. By modifying these options and clicking the '''Preview '''button on the right, the specific view of fields included with those conditions will be displayed. 
=='''Notes==* Mandatory fields will not be required to be completed* Object variables will not be processed* Some [[Visibility Condition|visibility conditions]] will be impacted due to the above conditions : '''
* Any fields that are typically required will not be required for completion in the preview mode.
* Object variables will not be processed.
* Some [[Visibility|visibility conditions]] will be impacted due to the above conditions.
==See Also==
* [[UTA]]
* [[Level 1 Entity|Level 1]]
* [[Current Upgrade: January 2016|Upgrade: January 2016]]
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  [[Category:How]] [[Category:UTA]] [[Category:Under ConstructionUniversal Tracking Application]]
Emmy Fu
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