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There are two ways you can test your forrms.

Method 1: Click the save and test icon from within the forms designer to save the changes to your form and automatically display the test popup window. Complete the form in the popup window to test it. When your testing is completed and the test mode screen is closed you will be returned to page in the forms/flow designers where you clicked the save and test icon if you need to make additional changes.

Method 2: Click the save and exit icon on the Forms Designer toolbar to save the changes to your form and exit the form designer. Then click the Test icon for the form on the Forms Home Page to enter Test Mode. Complete the form in the popup window to test it.

Both methods display the test mode popup which includes the Test Mode Views discussed below.

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  • On the  designer , rules and PDF mapping pages.
  • An informational processing message as shown in the image is displayed after the icon is clicked until the test window opens.



  • if your form contains business rules they will be validated before the test popup displays and you will see this message:



  • If form/field validation errors are detected, closing the test popup returns you to the designer where you can quickly make corrections and retest. 

  • Save and Test checks for Rule and pdf mapping errors before the test popup displays. This gives the designer the option to correct first before saving and testing.

    • If rule validation errors are detected, the designer is notified and given the option to correct before the Test popup is displayed.



    • If PDF mapping errors are detected, a warning message with information about the error displays.



  • The form version increases by 1 every time you click on the save and test icon.

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Refer to Test Mode Views for information about the features that are available when the test popup displays.excerpt

Test Mode Views

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There are three icons in Test mode that you can use to see what your form will look like and how it will work on an iPhone or an iPad. Theses icons appear at the top of the screen - desktop, tablet and smart phone. The default view is desktop.

Clicking on the the tablet and smart phone icons gives you an approximate view of the form on the tablet or phone. You can enter data in the Phone and Tablet views just like you can in the Desktop view to test your form. This is very helpful when designing forms for mobile devices.

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Warning

Tablet and Phone views are not precise and there may be slight differences when rendered on the actual device. It is highly recommended that you test the form on the actual device to be certain.

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