How to Test a Form Before Publishing to All Users

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8 comments

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    Jerre Cope

    It would be helpful for the Dispatch API to have the option to reference a version for the form to dispatch.  To change up a form with prepopulated fields, there really is no testing once form is in production.

     

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    Sara Kaplow, Community Manager

    Hi Jerre,

    Could you put in a feature request for this over in the Community: https://help.gocanvas.com/hc/en-us/community/topics/360000000247-Feature-Requests-Releases. Thanks!

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    Thomas Truong

    Where do i find Account>Account Settings?

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    Sara Kaplow, Community Manager

    Hi Thomas,

    When you're logged in as an Admin, you should have an Account link in your navigation. Under there you'll see account settings, and if you scroll down, there's a toggle for turning testing on and off for your account. It all looks like this: 

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    Es Solomon

    if i published the account in testing, does it still update the version? i noticed that i had version 6 on my device but the status of the testing version is now at 8

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    Chip Phillips, Community Manager

    Howdy Es,

    Good question! The Testing version will be published to all Admins and Designers on an account. On the device, they will see the testing version as well as any currently published version that may have been assigned to them. As I make changes to the App and publish for Testing, the version of the Testing App will update on my account.

    For example, I have an App called '5S Audit Form' that I have published for testing. I have made two sets of changes to the Testing App, so it is at Version 3. Here is what I see as an Admin when I sign into my account:

    When I officially publish the Testing version of the App, only a single '5S Audit Form' App will remain. Since I made no further changes to the Testing App from Version 3, that is the version number on my account:

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    Grace Munoz

    Hi I was wondering if I can test forms through the computer and not the app. 

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    Keith McQuait

    Do forms submitted while in 'testing' create a submission number? Do they send emails with pdf links like the published version? Do they trigger Zaps in Zapier? 

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