Forms FAQ - Previewing a Form

Overview

When creating forms, viewing the form being edited is useful.

Viewing the form being edited shows the effect of form settings changes immediately.

There are two methods to preview a form. The two methods are Split Screen Edit Mode and Preview and Edit.

1. Use Split Screen Edit Mode

Enable split screen edit mode for that form in Forms > Setup.

The split screen edit mode shows two frames at the same time.

One frame shows the attendee view of the form.

The other frame shows the admin-side configuration screen for that form section.

When logging into the Certain admin interface and viewing the attendee registration form, a gear icon appears on the left of each form section header.

Click the gear icon to show the split screen view.

An example demonstrates how the split screen view is displayed when a form is previewed.

2. Toggle between Preview and Edit

Preview the form in a separate browser window to toggle between Certain and the form preview.

There are two ways to preview a form:

After making changes to Form settings in Certain, toggle back to the form preview by using the Windows task bar icon or the ALT-TAB key combination on your keyboard. Once the form preview window appears, refresh the display by pressing the F5 key or selecting View > Refresh.

Note: Help topics may include features to be released.

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