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Actions

Actions are additional controls for working with the Canvas. The available Actions are:

• Add Tab—Adds a tab to the set of tabs on the form.
• Preview Form—Opens a new window and displays the form as it would look if it were published.
• View Dependencies—Displays a map of the field dependencies in a separate window.  This is very useful for organizing field dependencies.
• Discard Draft—Deletes all changes made to the Canvas during this session.
• Save Draft—Saves a copy of all the work done on the Canvas during this session. Save Draft does not publish the form. Only when the form is published does it become visible to agents and customers as a production issue page.

Add Tab

Refer to Working with Tabs for details on how to add tabs using the Add Tabs action.

Preview Form

Administrators can preview the issue page when they are working on the Form Designer page and can view it based on user roles. For example, if the administrator wants to see what the page would look like for an agent, he or she can select that view or, alternatively, can view it for a custom agent role that has read and write permissions for some statuses, but has hidden fields for other statuses.

To view a preview of the issue page:

1. Select Administration | Workspace, and then select the Form Designer link from the Fields section of the Workspace Administration page.
2. Click the Preview Form button in the Palette. A new browser tab or window is displayed showing the issue.
3. To view the page as it would be seen by the various roles in the workspace, select a role from the User Role drop-down field at the top of the Preview page.
4. To exit the Preview page, close the window.

View Dependencies

Click the View Dependencies button to display a map of field dependencies. The view is not editable.

Discard Draft

When you click the Discard Draft button, you are asked to confirm the selection. Discarding the draft throws away all changes that were made to the form during the current session without saving a copy of the draft.

Save Draft

Saving a draft saves a copy of the changes made during the current session, but does not publish the form. Only one draft can be saved at a time. When you return to Form Designer at a later time, you will have to choose whether to continue with the saved draft or discard the draft. Form Designer can only work on one draft of a form at a time. If you choose to start a new form, the saved draft is entirely discarded and the current configuration for the form is loaded into the Form Designer.

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