Previewing the Form

Concept Information

Related Tasks

Creating a Section Template

Refreshing Sections in a Form

Saving the Form

Adding an Attachment to a Form

Adding a Contributing Policy Section to a Form

Adding Policy Links to a Form

Reference Materials

Element Type Descriptions

Form Designer Action Buttons

Management Form Requirements

Previewing the Form

At any point during the design process you can preview the form. You do not need to save the form first to view your modifications, simply click the Preview button, which appears at the top of the page:

Note: You cannot preview the form in responsive form mode.

Prerequisites:The 'FormsA number of fields grouped together by sections to allow users to enter and store data related to a patient or employee event. You can define multiple forms for a module. Forms fall into two categories: submission forms (i.e. for front line entry users) and management forms (i.e. for file manager users). Management forms contain the same data as submission forms with added sections for follow-up investigations and resolutions and outcomes.' role function must be enabled.

To preview the form:

If necessary, open a form in edit mode (page 1).
Make changes to the form, if desired (page 1).
Click Preview. The Form Preview dialog opens, displaying the various sections, cluster and fields of the form.
Click Verify to check the form for any errors.
Click Close.