Preview UTA Forms Through Different Roles, Statuses, and Versions

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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.

Navigating to the Feature

1. Click on the 9-square menu icon on the top right of your page.

052919 MenuIcon.png 

2. Under the heading Applications, select the desired Universal Tracking Application™ whose form preview you want to see. 

3. Click on the gear icon above the UTA name to go into Configuration Mode.

Gear icon.png

4. Click the appropriate Level 1, Level 2, or Level 3 tab. They will go in sequential order following the General tab (remember, the nomenclature will be unique to your SmartSimple instance).


5. Under the subsection title General Settings, click on the Form Preview hyperlink.

Form preview.png

Form Preview - Essentials

After clicking Form Preview from the desired Universal Tracking Application™ and level of entity, a modal window will appear: 

Preview campaign.png

The first row of options will allow you to toggle between different statuses, types, roles and 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: 

  • Any fields that are typically required will not be required for completion in the preview mode.
  • Object variables will not be processed.
  • Some visibility conditions will be impacted due to the above conditions.

See Also