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

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Prior to this enhancement, testing forms required logging as different users and manually completing all mandatory fields. Additionally, this process needed to be repeated for each status and version if these conditions existed.  The Form Preview, quickly generates form previews at different statuses, and eliminates the requirement to log in as different users and complete mandatory fields.
 
Prior to this enhancement, testing forms required logging as different users and manually completing all mandatory fields. Additionally, this process needed to be repeated for each status and version if these conditions existed.  The Form Preview, quickly generates form previews at different statuses, and eliminates the requirement to log in as different users and complete mandatory fields.
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From within the configuration pages we would like a preview option for 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 preview of forms at different statuses without having to fill in mandatory fields etc, or different roles without having to log in with a bunch of different accounts.
 
  
 
==Navigating to the Feature==
 
==Navigating to the Feature==

Revision as of 14:44, 21 January 2016

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

Overview

From the UTA Settings page System Administrators can now preview UTA forms. The Form Preview includes the ability to quickly switch between form views based on different status', roles, and versions.

Prior to this enhancement, testing forms required logging as different users and manually completing all mandatory fields. Additionally, this process needed to be repeated for each status and version if these conditions existed. The Form Preview, quickly generates form previews at different statuses, and eliminates the requirement 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

Retrieved from ‘https://wiki.smartsimple.com/index.php?title=Preview_UTA_Forms_Through_Different_Roles,_Statuses,_and_Versions&oldid=25439’