Validate a Form

Before you enable a form by publishing it, you should validate it. This helps you determine whether it contains any problems that may prevent it from running properly.

To validate and enable a form:

  1. In the object selector, select a workspace.
  2. In the sidebar, hover over Workflows and Forms, and select Form Design.
  3. On the Form Design page, select a form.
  4. In the Form Editor, select Validate to open the Validation Errors and Warnings dialog box, where you can view Errors and Warnings.

    Errors are problems that will cause the form to fail if you try to run it. Warnings alert you of potential problems that usually depend on the objects the form runs against.

  5. If the form has warnings or errors, select one to view more information about it in the Description area.
  6. Select Show in Form to highlight the issue in the Form Editor.
  7. In the Form Editor, make any necessary changes, and then select Save.
  8. Select Validate to view remaining issues.

    Repeat the validation process until you have resolved all errors and critical warnings.

  9. Select Save.