How to Preview the Form
Go to form builder. Open menu "Actions". Select option "Run" to open proper popup:
Popup "Run" allows to pass some data to the form (available from version 5.0):
- the record Id (to display form for a specified record)
- the process instance (to display form like it will be shown on specified process instance)
- custom parameters (if your form needs them, you can pass them manually. e.g. for testing purposes)
From the version 8.7 it also allows to select a mode (Edit or View)
In case you do not need this, just click "Run" button to open the form preview in another browser tab.
Form without record ID passed will work as for new record creation.
Check "Pass Record" checkbox - the record selector will be shown. Type ID into field or click settings button to open list of Records names (see picture below):
Filter by typing a part of record name, if necessary, and select Record Name by clicking a proper row. Click "Apply" to pass Record ID:
Check "Pass Process Instance" checkbox. Type Process instance ID or click settings button to open a list of processes:
Filter and select process version. Click "Apply" to pass process instance ID. Form renderer will get this ID in "workflow" parameter.
Check "Pass Custom Parameters" checkbox. Proper sub-form will be shown. Click "Add" button and set parameters. Type name and value of parameters to be passed to the form.
Finally click "Run" button to preview the form.







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