Skip to main content

Preview a form field while building a form

Use the field preview to see how each form field type will look to end users as you configure your form.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the form builder​

Navigate to the form builder in your project so you can add or edit fields in a form layout.

Open the form builder

Step 2: Select or add a field to preview​

Choose an existing field from the form builder or add a new one; the Field Preview panel will show a live preview based on the field type you select (section, checkbox, select, multi-select, radio, text area, or signature).

Select or add a field to preview

Step 3: Review labels and required indicators​

Check that the field label appears as intended and that required fields are clearly marked with an asterisk (*) in the preview.

Review labels and required indicators

Step 4: Verify options for choice-based fields​

For select, multi-select, and radio fields, confirm that all option labels appear in the preview and that any disabled options are shown but cannot be selected.

Verify options for choice-based fields

Step 5: Confirm helper text and placeholders​

For fields with placeholders (such as select placeholders like “Select…”) or helper text, review the preview to ensure the guidance is clear for end users.

Confirm helper text and placeholders

Step 6: Check special field types (sections and signatures)​

For section headers, confirm the preview shows them as headings, and for signature fields, ensure the signature pad area appears where expected in the form layout.

Check special field types (sections and signatures)

Last updated: 2026-01-20