Previewing an authoring template

Preview the authoring template to view how the content form will appear 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.

1. When editing the authoring template, click Preview.

2. To preview the content form as a user that is different from the one you are using to edit the template, change the user before proceeding.

   This is important if the user working with a content 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.

   1. Click Select Preview User.

   2. Search for the user (or group) that you want to use to preview the content form.

   3. Select the user, and click OK.

3. If you added customized help text to the form, click Show help to display the help.

4. Enter sample values for any of the elements in the form.

5. Click Validate.

   The validation process simulates the processing that takes place when the content form is submitted. For example, if you have designated a mandatory field to be hidden but have not specified a default value for the field, the validation process will display an error.

6. Click Done to close the preview.

7. If you encountered any validation errors due to the authoring template design, correct the errors, and preview the template again.

 

Parent Topic

Working with authoring templates

 

Related concepts

Authoring templates

 

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