Form Preview Dialog Box

This dialog box shows how the selected form would look to someone using your process app. This dialog box is accessible from the Forms tab of the Property Editor for the workflow, state, or transition; and from the Design tab of the Ribbon. It also opens when you right-click the design element and select Preview State Form or Preview Transition Form.

Note: You can preview a state form from the Form Preview Dialog Box if the selected role has any "view item" privilege granted to it in the Roles Editor. You can preview a transition form if the selected role has any "transition item" privilege. (An exception to this is the "Update" transition type, which requires any "update item" privilege.)

Element	Description
Context	Select the context to preview. Context options depend on where the form is used. For example, you can select a state or transition that uses or inherits the form. If the form is set as a default form for a workflow, you can select any state or transition that is not assigned a different form. This enables you to see how the custom form will appear to users as items move through the workflow.
Role	Select from the roles authorized to view the form. This enables you to see how the form will appear to users based on the selected context and their role permissions.
Mobile view (Mobile forms only)	For mobile forms, you can preview the form in the simple view or the advanced view. By default, only required fields appear in the simple view, while all fields and controls appear in the advanced view.
Theme	Choose to preview the form in the SBM User Workspace (Classic) or Work Center. The Enable HTML5 Features option determines the appearance of preview mode for the "Classic" style. This setting is located on the Applications - Form Options tab of the SBM Composer options dialog. For details, refer to Form Options.
Enable JavaScripts	Specify whether you want JavaScripts that are included in the form to be executed or suppressed during form preview. Note: This setting is set globally on the Application Options dialog box, and is selected by default. Some scripts are too complex to show during form preview; you can clear the check box as needed for individual forms.
Preview Tools (Modern forms only)	For responsive forms, you can resize the form to preview how the contents will wrap on smaller screens. You can also click the Toggle responsive cell borders option to show cell borders during preview. Warning messages can also appear here. For example, you could be warned about vertical double cells containing content other than label/field pairs, or informed if an empty row or container has been automatically hidden.