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When Should I Use This?
Use previewing and publishing when you need to:
Test changes before applicants can see them
Confirm the form looks right and follows your intended flow
Save progress without making it live yet
Make finalized updates live by publishing
Step-by-Step Instructions
Open your program’s FORM editor.
Turn on Edit Mode (Toggle) to make changes and updates to the form.
Turn on Preview (Toggle) to view and test the form.
(Optional) In Preview, use the English dropdown to switch languages and confirm the translated view.
Make your edits (fields, sections, text, settings) as needed.
Click Save Changes to save your updates without making them visible to applicants.
When you’re ready for applicants to see your updates, click Publish (Blue button) to apply all saved updates and make them live.
Turn off Preview (Toggle) and Edit Mode (Toggle) when you’re done.
Common Mistakes to Avoid
Saving but not publishing: Save Changes does not make updates visible to applicants. You must click Publish (Blue button) for changes to go live.
Skipping preview: Publishing without testing can lead to confusing applicant experiences (missing questions, wrong wording, unexpected flow).
Activating a program too early: Do not activate a program if the FORM is not complete and published, since applicants may see sections and fields that are not configured.
Best Practices for FORWARD Direct Users
Use Preview (Toggle) every time you change applicant-facing text, add fields, or reorganize sections.
Use Save Changes as you work in drafts, then Publish (Blue button) only when you’re confident the form is ready.
Before activating a program, confirm the FORM is complete and published to reduce rework and prevent applicant confusion.
If your form supports multiple languages, use the English dropdown in Preview to check each language view before publishing.
FAQ
What’s the difference between Save Changes and Publish?
Save Changes saves updates without making them visible to applicants. Publish (Blue button) applies all saved updates and makes them live on the form.
Can I test my form without making changes live?
Yes. Use Preview (Toggle) to view and test your form without publishing updates.
How do I check translated versions of my form?
In Preview (Toggle), use the English dropdown to switch languages and review the form.
What happens if I activate a program before the form is published?
If the FORM is not complete and published, applicants may see sections and fields that are not configured.
Do I need to publish every time I edit the form?
If you want applicants to see the updates, yes. Changes are not live until you click Publish (Blue button).