Previewing a Component or Form

IMPORTANT: This topic applies only to multi-project applications.

With the appropriate privilege(s), ASSIST users may view and print previews of an application's forms or of the individual components of a multi-project application.

Previewing the Current Form

While working on a form of an application, you can open a preview of what that form looks like as a PDF document.

To preview the form you are working on:

1. Select the specific form to preview by clicking its tab.
2. From the Actions panel, select the Preview Current Form button.

   

3. Select the appropriate option to open the document file.

   A PDF version of the specific form is generated and displayed within a new browser window.

4. Optional: Select the print option to print the PDF or the save option to save the PDF locally.
5. Close the window displaying the PDF.

Previewing a Component

NOTE: This applies only to multi-project applications.

1. From the Component Information page, select the Preview Current Component button from the Action section.

   

   A PDF version of the component is generated within a new browser window, showing the component forms and attachments.

   NOTE: Application and component summaries and tables of contents are generated only when previewing the entire application, not for individual components. Refer to the help topic titled Generating a Preview of the Entire Application for information on previewing an entire application.

2. Optional: Select the print option to print the PDF or the save option to save the PDF locally.

3. Close the window displaying the PDF.