Preview how an app's records appear

You can preview and interact with records generated by your app directly in Creator Studio, which mimics what the fullfiller sees in the Request App Workspace.

Before you begin

You can customize how the record will appear before testing it in a preview. For more information, see Change the layout of an app's record in Creator Studio.

To preview how an app's record will appear in the form submission workspace, you must be given permission to work on the app.

Procedure

1. Go to All > App Engine > Creator Studio to see all the apps on the Creator Studio home page.
2. Open the app that contains the form submissions workspace you want to edit.
3. Select to Preview how different forms appear in various experiences, or select the View or Edit button to view or edit the application experience.
   Select different previewing options if you want to make sure that you've selected the correct application and see how it will appear in the following formats:

   • Portal (see a preview of how it'll appear on a desktop website)
   • Now Mobile (see a preview of how it'll appear on a mobile phone or device)
   • Virtual agent (see a representation of how it'll appear on a chatbot interface)
     Note:

     Your organization should have the correct plugins installed to see how the form will appear in Virtual Agent. If you're interested, ask your admin and see Catalog builder preview topic conversation for more information on previewing forms and their catalog items in Virtual Agent.

   The View button displays forms that have been published and doesn't explicitly create a new draft form for development. The Edit button takes you to a development form, for example, a new draft version of a form that's already been published.

   Figure 1. Preview the app's experience

   

   You can also check out a representation of how the form submissions workspace will appear by selecting the Submissions preview, as well as the records your app generates for it (by selecting the Record preview).

4. Select the Form submissions tab in the application header.
5. Select a filtered list that contains a record, such as the Open records list.
6. Preview a record by selecting it in the canvas.

   Figure 2. Open a record to preview it

   

   The record opens in a new tab within Creator Studio.
7. Play with the record to see how its parts will appear.
   For example, you can select the record's Approvers tab to view how its approvers list will appear.

   Figure 3. Previewing how a record will appear

   

Result

If you don't like what you see, you can tweak the record's appearance. Find out how in Change the layout of an app's record in Creator Studio.