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How do I create a new DIY form? Step 5: Preview & Publishing
How do I create a new DIY form? Step 5: Preview & Publishing
Laura Montgomery-Hurrell avatar
Written by Laura Montgomery-Hurrell
Updated over a month ago

This series of help articles will lead you step-by step through the process of creating a brand new webform.

From Step 5, you can get an idea of how your form will look on different devices. Every form is built to be responsive, so it's important to ensure your form will look good no matter the user's screen size. Use the buttons to swap between tablet and phone, and portrait or landscape mode.

From here you can also open the form preview on your phone (by using the QR code), or in a new tab in your browser, and share the preview using a bit.ly link.

Any data submitted via a preview form will enter the platform for you to check everything is correct. Be sure to clean out test data before going live!

MEC Preview Notes:

  • When previewing a MEC form, you can only hit the "submit" button to view the required fields; it does not submit any data.

  • You cannot view the campus, subjects, or courses lists while previewing a MEC form due to the way these forms package up your course list for offline usage. However, these lists will always display correctly on the live form viewed on an iPad or tablet.

  • It is not possible to prioritise countries and nationalities on MEC forms, however you can limit the list by using the 'Values' part of the blocks' settings.

  • The QR Code is incompatible with MEC forms

  • The "submit" button may look strange on previewing MEC forms, but it will display correctly on the live form. For example, I build a form with the submit button text of "Let's go, Horatio". It displays in the preview as "Let's go, HoratioSave", but the live form on the iPad still displays "Let's go, Horatio".

  • Likewise, the Admin Notes section will be displayed on the preview, but hidden when viewed in the MEC app on a mobile device.

  • To view MEC forms in a more accurate manner, Super Users can use the preview button inside the MEC app. See this article for more details.

Publishing

Want to make sure you've crossed all the 't's and dotted all the 'i's? Use the checklist to help you out.

Once you're happy with your form, you can click "Publish changes to live" to publish it.

You can then use the "Use webform" button to copy the embed code or form URL, or "QR code live" to save for use on your marketing materials.

If you need to make any changes after you've published, click "Work in a safe version" to make amendments.

Your form will continue to take live data while you make changes in a separate little bubble. These will not be seen by students until you click "Publish changes to live". Alternatively, click "Discard these changes" to keep your form the same.

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