How do I preview and publish a form?

Before publishing a form it is important to remember, that when you have published a form, it is published. It doesn’t change. To change a form, you must publish a new version. Therefore, make sure you thoroughly check your form using Preview to make sure it works how you want and that there are no mistakes within it. Once published, the form is eligible (from the effective date) to be rolled out for live usage.

• Select Preview to check your form looks and works as you want. If you are happy with the results, continue to the next step in this process. Alternatively re-edit your form and questions etc.

• When previewing, you have the option to select a Location Type. If you have selected Location Types for various sections of your form, you are able to use the drop down Location Type menu button to see how the form looks in each of the different Location Types selected e.g. so you can see the form with extra or missing questions depending upon location

• Having checked that the form meets with your needs and is error free, select Publish

• Select an Effective From date in the dd/mm/yyyy format

• Select Publish. The Published Form History screen is launched, confirming the publication details