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There are two ways you can test your forms.

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.

The Save and Test feature is not available for frevvo customers integrating with Confluence. The icon can be hidden with a configuration parameter.

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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. It is reflected on the on the form edit page, when viewing/editing submissions and when you download/upload a form.

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