Publish a form for your app in Creator Studio

Publishing forms once they're ready makes them available as catalog items in the production instance for published apps.

Before you begin

To publish a form, you must be given permission to work on the app.

About this task

After you publish a form, it's available in the specified catalog on the instance you're working on. However, you still need to deploy your app to the production instance for users to access the form. For more information, see Deploying your Creator Studio app.

Procedure

1. Go to All > App Engine > Creator Studio to see all the apps on the Creator Studio home page.
2. Open the application that contains the form you want to publish.
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. Check that you're working on the correct form in your app by selecting it from the Request forms tab.
5. Select the Mark as ready button.
   

Result

The catalog item for the form is ready to be deployed with your app. Once the app is deployed, the form is available in the associated service catalog. If the form's app hasn't been deployed, you need to deploy it.