Discover Draft Set Preview Mode — a safe, interactive testing environment that lets you verify complex forms, conditional logic, and e-signatures without impacting your live data. Test different participant scenarios by adjusting variables like age, registration type, and returning status to see exactly how your forms adapt. Preview your draft set before applying changes to catch errors early and ensure a flawless experience for your families.
00:03:
00:05: Well,
00:06: hi there.
00:07: I'm Phil from the DocNetwork Training Team.
00:09: Whether you're a builder pro or just getting ready to create your first set of
00:13: forms, we know that hitting publish can feel like a leap of faith.
00:18: When you're dealing with complex logic, legal e-signatures, and different
00:22: participant types, you want to be 100% sure that the experience is perfect before it
00:27: reaches your families.
00:29: Until now, testing meant back and forth with test profiles or utilizing bugherd.
00:34: Well, that all changes now with the introduction of our draftset preview mode,
00:39: a 100% safe interactive environment that mirrors the live participant view without
00:45: ever impacting your live data.
00:47: Think of this as your quality assurance tool for form building.
00:50: You can now simulate the participants journey through the health profile
00:54: from age restricted questions to group specific forms, and you can make adjustments
00:59: as needed.
01:00: Let's jump into Builder and I'll show you how it works.
01:05: Once you've logged into your provider account, and assuming you have the proper
01:08: permissions enrolled, you'll first navigate to the Settings tab on the left-hand
01:13: side,
01:14: and then select Builder.
01:17: You'll then select the Active Draft Set that you're currently working on.
01:21: Or if you're ready to preview it right away,
01:23: you can simply click on the Preview button
01:25: right on the tile.
01:29: If you do select the Active Draft Set, as soon as you click it, this Test Profile
01:33: Restrictions box will pop up
01:36: This is where you set the persona you want to test.
01:40: Instead of creating a fake profile, you can simply choose the variables here,
01:46: like returning participant,
01:48: age, sex, or registration type, to see how your forms adapt for that specific
01:53: person.
01:57: Once you hit preview draft set,
01:59: you'll notice this blue confirmation banner at the top.
02:02: This is your notice that you are in a safe zone.
02:05: Anything you do here,
02:06: typing,
02:07: checking boxes,
02:09: or signing
02:10: is temporary.
02:12: It will not save to your database or mess up your completion percentages.
02:17: You may notice that some boxes or buttons are intentionally disabled.
02:21: This is part of that safe zone protection, ensuring you can test the core workflow
02:26: without triggering specific live actions
02:29: or permanent changes.
02:32: If you want to change your scenario once you're already inside
02:35: the preview,
02:35: you don't need to leave.
02:36: Just use the test profile restrictions panel
02:40: on the left
02:41: and click update preview.
02:43: Your restriction options include things like age.
02:47: If you have a question that should only show for campers over the age of 10,
02:51: toggle the age to 5 and
02:53: there it goes.
02:56: You can also change your subgroup restrictions.
02:58: Switch between camper and staff registration type to ensure your subgroup
03:02: restrictions
03:03: are correct for the right people.
03:05: people.
03:06: And
03:08: returning users.
03:09: You can even toggle returning status to see exactly how expired fields will impact
03:15: the forms
03:16: for a participant coming back for another season.
03:22: We know how much pressure there is to get every detail right.
03:25: That's why our preview lets you actually use your forms before your users do.
03:30: You can upload files and test signing flows
03:33: in a private space
03:35: where mistakes don't matter.
03:36: It's the best way to catch errors early
03:39: and feel 100% ready before you hit Apply.
03:44: Now let's say I spot a typo or a formatting issue while testing.
03:48: Notice this back arrow here next to the question? Well, that's a useful edit link
03:54: that only appears for questions with active drafts.
03:58: Clicking this takes me directly back to that specific spot in the builder.
04:03: I can fix the error,
04:05: or make any updates
04:07: and jump right back into my flow without losing my place.
04:12: Once you've verified the necessary scenarios and reviewed your draft set, just click
04:17: back to builder to head back to your active draft sets and then apply your changes.
04:24: Remember,
04:29: preview before you apply.
04:30: It saves you time,
04:31: reduces confusion and questions, and ensures your family's
04:36: have a flawless experience from day one.
04:38: Thanks for watching and as always don't hesitate to reach out if you have any
04:41: questions.
04:45: Learn to preview and test draft sets interactively, simulate participant scenarios,
04:51: and make real-time edits to ensure flawless form experiences before publishing.