how to manage the preview tab

  • Updated

The Preview tab allows admins to see and test how a form will appear and behave for end users. This view is interactive and reflects both the form layout created in the Designer tab and the logic configured in the Logic tab.

This article explains how to use the tools available in the Preview tab.

 

how to select a device view

To preview how a form looks on a specific device:

1. Click the Select a device type button.
2. Choose a device from the list.
The form preview automatically adjusts to match the selected device’s screen size and layout.

4 STEPS

1. To see how your form looks on different devices, click Select a device type.

2. Choose a device from the list.

3. The form preview will automatically adjust to match that device’s screen size and layout.

4. That's it. You have selected a device view.

https://www.iorad.com/player/2669179/Forms---how-to-select-a-device-view?iframeHash=watchsteps-1&lang=en



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how to switch to portrait orientation

To change the orientation of the form preview:

1. Click the Switch to portrait orientation button.
The preview will toggle between landscape and portrait modes based on the selected device.

3 STEPS

1. To change the orientation of the form preview, click Switch to portrait orientation.

2. The preview instantly toggles between landscape and portrait modes, based on the device you’ve selected, so you can see how the form looks in both orientations.

3. That's it. You're done.

https://www.iorad.com/player/2669166/Forms---how-to-switch-to-portrait-orientation?iframeHash=watchsteps-1&lang=en



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how to hide invisible elements

To show or hide invisible elements in the preview:

1. Click the Hide invisible elements button.
This allows viewing the form exactly as an end user would see it, excluding hidden fields.
 

2 STEPS

1. To control the visibility of hidden fields in the preview, click Hide invisible elements.

When enabled, the preview shows the form exactly as an end user would see it, excluding any fields or elements that are not visible to them.

2. That's it. You're done.

https://www.iorad.com/player/2669167/Forms---how-to-hide-invisible-elements?iframeHash=watchsteps-1&lang=en



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how to test a form in preview mode

The Preview tab allows the user to interact with the form as if it were live. To test the form,follow the next suggested actions:

  • Enter text or numeric values into fields.
  • Select options from dropdown menus.
  • Toggle switches and checkboxes.
  • Click radio buttons.
  • Select dates.
  • Navigate through pages and sections.

This helps validate field order, visibility, logic behavior, and overall usability without affecting saved form data.

2 STEPS

1. The Preview tab lets you interact with the form as if it were live.

You can enter values, select options, toggle fields, and navigate through pages to quickly validate layout, logic, and overall usability—without saving any data.

2. That's it. You're done.

https://www.iorad.com/player/2669194/Forms---how-to-test-a-form-in-preview-mode?iframeHash=watchsteps-1&lang=en



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