Previewing an authoring template
Preview the authoring template to view how the item form appears to the user. We can also test any settings that need validation when the form is submitted, such as a valid workflow or required element values.
- When editing the authoring template, click Preview.
- To preview the item form as a user that is different from the one we are using to edit the template, change the user before proceeding.
This is important if the user working with a item form generated from this template is not likely to have the same access control levels or authorizations as the user used to edit the template.
- Click Select Preview User.
- Search for the user (or group) to use to preview the item form.
- Select the user, and click OK.
- If we added customized help text to the form, click Show help to display the help.
- Enter sample values for any of the elements in the form.
- Click Validate.
The validation process simulates the processing that takes place when the item form is submitted. For example, if we have designated a mandatory field to be hidden but have not specified a default value for the field, the validation process displays an error. If active content filtering has been enabled for the site, we can also use the validate function to test active content filtering.
- Click Done to close the preview.
- If we encountered any validation errors due to the authoring template design, correct the errors, and preview the template again.
Parent Create authoring templates