Testing your Form

Once your form is finalized meaning no further modifications are needed, you can begin testing your form.

Formal end to end testing by your department is required, as your approval that the form is working as expected is necessary to migrate your form to Production.

Activating your form allows you to test filling out the form as a participant would. Accessing your form for testing can be done a couple ways.

1. Activate the Form: First, you must activate your form by going to your Sandbox, under the Action drop-down, select Activate Form Template.

• A red circle with the word "No" will appear next to a form that is Deactivated. 
• A gray circle with the word "Yes" will appear next to a form that is Activated. 

2. Fill Out Form: Once your form is activated, you will see an icon  next to your forms name (the icon is a square with an arrow pointing out of the top right of the square). Click on this hyperlink to access your form for testing.  
3. Form URL: Once your form is activated, you can use your Form’s URL to access and complete, just as a participant would. You will need to utilize the For Single Sign On Forms link in the URL Instructions from the Action Dropdown.
   1. Refer to the Form URLs(opens in a new window/tab) knowledge base article for more information about Form URLs.

In order to properly test your multi-participant form from end to end, there are several modifications that will make testing easier. You must remember to change these settings back prior to migrating to production. 

• Enable Repeat Signatures: On all co-signer Participants, enable Repeat Signatures which will allow you to act as all participants of the form.
  • For example, you will be able to sign as the Owner/Initiator and each of the co-signers without relying on others to assist in testing the form. 
• Hard-Code Co-Signers: If a co-signer’s email address is hard-coded, ensure you modify the email address to your email address so you do not send emails to the actual forms co-signer(s), but instead the emails go to you, or the email address designated for testing purposes. 
• Label Emails in Subject Line: For all form related emails, add a label prefix in the Subject Line to identify which email it is. Since you are acting as all participants within the form, it can get confusing when you receive and review the emails during testing. Labeling the subject line for each email will allow you to easily identify which email you are receiving and reviewing.
  • Some examples are as follows:
    • Owner Confirmation Email Subject Line would state: “Owner Confirmation Email: <actual subject line text>”
    • Co-signer (Adviser)  Subject Line would state: “Adviser Co-signer Notification: <actual subject line text>”
    • Owner Notification Subject Line would state: “After Advisor Submits, Owner Notification Email: <actual subject line text>”