When creating forms, it is useful to view the form you are working on so that you can see the effect of form settings changes immediately.
There are two ways of doing this. Use whichever suits your workflow best.
1. Use Split Screen Edit Mode
Select Enable split screen edit mode for that form in Forms > Setup.
You can then edit the form while seeing both views at a the same time.
When you are logged into the Certain admin interface and viewing the attendee registration form, you see a ‘gear’ icon on the left of each form section header.
Click that icon to show a split screen view:
- one frame with the attendee view of the form, and
- one with the admin-side configuration screen for that form section.
2. Toggle between Preview and Edit
Preview the form in a separate browser window so that you can toggle between Certain and the form preview.
There are two ways to preview a form:
- Click Preview in the lower left corner of any page in the Plan > Forms area.
- In list of the event's forms, on Plan > Forms > (Forms List), click the name of the form.
After making changes to Form settings in Certain, toggle back to the form preview (e.g. by clicking the icon on the Windows task bar, or using the ALT-TAB key combination on your keyboard).
Once you see the form preview window, refresh the display, e.g. by pressing the F5 key or selecting View > Refresh.
> Note: Help topics may include features about to be released.