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Edit and preview your forms effectively

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Use Preview to check the form’s appearance, field validation, and page load before assigning the form to a process. Test a conditional field with an answer that displays it and one that hides it. For a required field, submit without an answer to check the validation message.

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Use Form Builder to edit and format the questions. Then return to Preview to check the changes. Preview checks the form itself, so run a test request in the process to check task recipients and process routing.

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For conditional visibility and inverse behavior, see Form rules. For process-level checks, see Run Request.