Form Options: Save, Preview, Cancel

  • Updated

Once a form is created in the Neodeluxe Form Builder, several options are available for managing it: saving progress, previewing the form, canceling changes, and quickly navigating to the top of the page.

Save a Form

Once you have completed at least one section or field, the button Save becomes active (turns blue).

1. Click Save to store your form.

The system automatically redirects you to the Forms dashboard interface, a confirmation message appears, your newly created form will be listed in the Forms table.



Preview a Form

Preview Mode allows you to view how the form will look without saving it. Changes made in the Form Builder are automatically reflected in Preview Mode. 

Preview Mode is only activated once all sections contain at least one field (turning blue). Follow these steps to preview your form:

1. Click on the Preview Mode button. This redirects you to the form preview automatically.

Preview Mode Interface

The Preview Mode interface displays the form as it will appear to users. It includes:

1. Go Back button.
2. The form’s name.
3. All the sections and fields in the form.
4. Back to the Creation Mode button.
5. Go To The Top button.


Cancel a Form

Forms can be canceled at any time before saving. When canceled, all sections and fields added since the last save are permanently deleted.

1. Click Cancel to discard the form.
2. You will be redirected to the Forms dashboard interface.



Go To The Top Of a Form

The Go To The Top button allows quick navigation to the beginning of the form.

1. Click Go To The Top and it scrolls to the top of the form.

Was this article helpful?

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.