Before publishing a dynamic form, preview it to verify the layout and test that validation rules are working correctly. A few minutes of testing prevents the most common source of form problems reaching users: forms that look right to the builder but confuse or block the person filling them in.
Previewing a Form
Quick Steps
Open the dynamic form you want to preview
Select the Preview button, which appears next to the form title at the top right of the canvas
The preview opens as a card titled with the actual form name (e.g. "Employee Onboarding Form") — not a generic label like "Form Preview".
The preview displays:
All form fields as they would appear on the actual form
Correct field order and placement
Field titles, descriptions, and sizes
Dropdowns with pre-populated options
Default values for dropdowns and radio buttons (if set)
Asterisks (*) indicating required fields
Preview Controls
At the bottom of the preview, two elements appear:
Test Validation — a blue button that triggers validation testing
Preview and cannot be submitted — a green indicator (not a button) reminding you that the preview is read-only
Testing Validation
Validation testing checks that your required fields are properly configured:
Open the form preview (see above)
Select the blue Test Validation button
Expected Behaviour
All fields marked as Required are highlighted in red
A pink error toast appears: "Please complete all required fields before submitting"
Testing with Completed Fields
Fill in all required fields in the preview
Select Test Validation again
If all required fields are completed, nothing happens — this confirms validation passes
Important: The preview is for testing purposes only. Form submissions cannot be made from the preview. To capture actual data, the form must be linked to a process.
When to Use Preview
After building — verify the layout matches your design
After reordering — confirm fields are in the correct sequence
Before publishing — ensure all required fields are set and validation works
After adding business rules — check that conditional logic behaves as expected (e.g. show/hide rules trigger correctly)
After linking shared option lists — verify dropdown options appear correctly
You can also preview a form from within a process — see Dynamic Forms: Preview.
Further Information
For building and arranging form fields, see Building a Dynamic Form. For configuring field properties and validation, see Dynamic Forms: Form Field Details, Properties, Rules. For business rules, see Adding Business Rules to Dynamic Forms.