Test Driving Forms - Unity Forms - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

Unity Forms
Platform
OnBase
Product
Unity Forms
Release
Foundation 24.1
License
Standard
Premier

The Designer allows you the ability to “test drive” forms before publishing them for public use. This allows you to use the form the same way a user would. You can test out the functionality of fields and tabs. In addition, you can test the security applied to pages, sections, and fields. You can run test drives as specific user groups to assure that the form is configured in a way that makes sense to the user and provides the appropriate data security.

The following is an example of a test drive session:

You can test drive forms to view how they look and function on the Client side. To test drive a form:

  1. With a form open in the Designer, on the Designer ribbon, click Test Drive. A viewer opens with the form displayed as it will appear in the Client.

    You can select the user group you would like to impersonate to preview the form in the right pane of the viewer within the User Groups tab. You can preview different user groups by selecting a different user group check box and clicking Refresh.

    Note:

    When test driving a form as a specific user group, only the print privileges granted at the user group level in the Configuration module are respected. If there is an override at the Document Type level for printing, it will not be respected in test drive mode.

    Note:

    The Form is New option is not available for Workflow Forms and the Queues tab is automatically enabled.

    Note:

    When test driving a form that contains a CAPTCHA control, a placeholder image will be displayed for the control. In addition, the control will evaluate as empty / not completed in test drive.

    You can also select Form Is New to test drive the form as if it was a newly created form. This is most helpful when test driving forms with custom actions configured.

    When Form Is New is not selected, the Queues tab is enabled.

    If you have a custom action that uses the condition that evaluates whether a form is in a queue, you can select the Queues tab, expand the appropriate life cycle, and select the queue you want to test drive the form for. If the form belongs to a Document Type that is assigned to the life cycle and queue selected, the test drive will function as if the form is in the queue.

    Select the test drive options you would like to impersonate and click Refresh.

  2. When you are finished test driving the form, exit the test drive window.

The Execution Log pane logs all of the activity taking place in test drive mode. This can be especially useful if you are test driving forms that have custom actions configured. You can view how the conditions are evaluated and the action(s) that are executed.

Click the down arrow next to Execution Log to view the pane. The following is an example of this pane.

You can click Clear to clear the logged information.