Preview the authoring template to view how the item form
appears to the user. You can also test any settings that need validation
when the form is submitted, such as a valid workflow or required element
values.
Procedure
- When the authoring template is edited, click Preview.
- If you want to preview the item form as a user that is
different from the one you are using to edit the template, change
the user before proceeding.
This step is important if
the user that is working with an item form generated from this template
is not likely to have the same access control levels or authorizations
as the user used to edit the template.
- Click Select Preview User.
- Search for the user (or group) that you want to use
to preview the item form.
- Select the user, and click OK.
- If you added customized help text to the form, click Show
help to display the help.
- Enter sample values for any of the elements in the form.
- Click Validate.
The
validation process simulates the processing that takes place when
the item form is submitted. For example, if you designate a mandatory
field to be hidden but a default value for the field is not specified,
the validation process displays an error. If active content filtering
is enabled for your site, you can also use the validate function to
test active content filtering.
- Click Done to close the preview.
- If you encountered any validation errors due to the authoring
template design, correct the errors, and preview the template again.