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The save and test feature reduces form development time by allowing designers to test forms, business rules and mapped PDFs without leaving the form designer. Modifications needed after testing can be quickly addressed since you will still be in the form designer once you close the popup window. This is particularly helpful when building, troubleshooting, and testing forms, business rules and mapped PDFs.
When the save and test is clicked, the form is saved in the background, and the Test popup window displays reflecting the newly saved version of your form. The form will behave exactly as it will when users access it. To test the form, just complete it as your users would and click Submit
When you close the Test popup, you will be on whatever designer page you were on when the save and test icon was clicked. This allows the designer to go right back to making changes after closing the Test popup.
You will see the save save and test icon:
- 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.
- If rule validation errors are detected, the designer is notified and given the option to correct before the Test popup is displayed.
- 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.
If you use the Save and Test feature to save the latest versions when developing your form, simply click the Cancel Cancel icon when you are ready to leave the designer.
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If your browser is configured to block popups, you may see this message the first time you click the save and test icon. If so, clock ok to open the test window then check your browser settings to allow pop-ups.
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Of course, you can always click the save and exit icon to save the changes to your form but you will be returned to the Forms Home and Workflows home page after the changes are stored. The test popup is accessed by clicking the Test icon. To continue making modifications to your form you must click the form name or select Edit icon from the Action Menu to return to the form designer for subsequent modifications.
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When you are done testing and are ready to roll out your form, mark it public or public in tenant via Access Control in the icon Form Designer, or using the Security option from the and make it available by sharing it.
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