You can preview a dynamic form from within a process to check it in its real context — the form as the process user will meet it — before the process goes live.
Why Preview from a Process?
Building a form and seeing it inside its process are two different tests. Previewing from the process confirms the right form is attached to the right activity and appears as users will experience it, while the process is still in draft. It is the last check before the form meets real users.
Quick Steps
Within a process:
Select the form icon in the right-hand side diagram content menu:
Main forms can only be previewed when the process is in draft status.
Sub forms can always be previewed.
Within the form builder, a Preview button is also available in the top right corner.
Important: The preview is read-only — submissions cannot be made from it. To capture actual data, the form must be linked to a published process.
Further Information
For full preview and validation testing details, see Previewing and Testing a Dynamic Form. For building the form, see Building a Dynamic Form. For submitting forms from a process, see Submitting a Dynamic Form.