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Forms: Ability to Preview Form in Form Builder

Feature RequestForms

Improve the existing Start Form button in the Form Builder to provide a better preview and testing experience.

Feature Request:

  • Enhance the Start Form button so users can fully test forms as an end-user would.

  • Allow testing of:

    • Dropdowns

    • Links

    • Conditional logic (hide/unhide fields)

  • Add the ability to switch between Webform and PDF previews.

  • Support basic desktop and mobile preview views.

  • Include simple tool tips linking to relevant help articles.

Benefits:

  • Easier and faster form testing without leaving the builder

  • Fewer errors before publishing

  • Better use of the existing Start Form feature

Posted by the Beach Geek ·
Status: Completed2 comments

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Comments2

  • Keith Azzopardi

    •

    Sep 24, 2024

    ORIGINAL REQUEST: (Refined update in the card above)

    Currently when creating forms in the Builder, the only way to preview the work to start a new form. This process is somewhat ineffective and time consuming, especially in large forms.

    It takes about 10 - 15 seconds (if you are quick to click) to start a new form, then look at the changes, then leave the form, go to the builder, make your changes, publish the form and start a new form.

    Every 4 times this happens is about a minute and if this happens several times throughout a build then we have recorded at least 30 - 60 minutes used in this process alone.

    This can get even more ineffective if the changes you made are unwanted and now you have to rollback the form.

    It is also creates a challenge as the only way to preview the form is to deploy it "live" which is not great.

    It would be of great help to have a preview button in the builder where you can see the changes you have saved, in a usable form and without the need of leaving the builder (even if it is in another tab) and without having to deploy it to your production environment.

  • Border Pest Control

    •

    May 17, 2024

    Agreed. This will be very handy.