Preview a Script

When you are editing a script, it can be helpful to see what it will look like when staff members use a workspace that includes the script. The preview feature lets you see the script as it will appear on a workspace, so you can modify it if necessary.

When previewing a script, you can navigate between pages using the navigation buttons and branches you create to verify they function as expected.
Note: When you preview a script, it will display as it would to any staff member who has the same set of profile permissions you have. To view the script as it will appear to a specific staff member with different permissions, you must log in using a staff account with the same profile as the staff member.
  1. From your open script, click the Home tab.
  2. To view the script as it will appear to staff members when creating new records using a workspace with this script, click Preview and select New Record.
    A preview of the new record opens.
  3. To view the script as it will appear when editing an existing record on a workspace, click Preview and select Opening a Record.
    1. Enter the record ID number.
    2. Click OK. A preview of the record opens with the script fields populated with values from the record you specified.
  4. Click X on the window or press Esc.