In ePortfolio, how do I preview a form?

Note: To complete the procedures in this document, you must be assigned a role having the necessary permissions. To determine your role, follow the directions in Participant roles. To view a list of permissions associated with a given role, see Permissions, roles, and tools. For a basic understanding of roles and permissions, see Permissions and roles: Overview.

Before adding a form to a matrix cell or wizard page, you can preview the form to make sure it's appropriate for your intended purpose:

• Method One: This method works for forms listed in the Forms tool in your portfolio worksite, including "hidden" forms. However, it cannot be used to preview "global" forms, i.e., forms that the ePortfolio administrator has made available to all users.
  
  
  1. Go to the worksite containing the form you wish to preview.
     
     
  2. From the menubar, click Forms to open the Forms tool.
     
     
  3. On the Manage Forms page, locate the form you wish to preview, and click Revise.
     
     
  4. On the Revise Form page, click Preview. An empty version of the form will appear.
     
     
  5. To test the form, enter sample data in each field and click Validate. To return to the Revise Form page, click Return.
     
     
  6. Click Save Changes or Cancel to return to the Manage Forms page.
  
  
• Method Two: This method works for "global" forms, but it cannot be used to preview "hidden" forms.
  
  
  1. Go to My Workspace.
     
     
  2. In the menubar, click Resources to open the Resources tool.
     
     
  3. Open the Add menu next to any folder, and choose Add New Form.
     
     
  4. All of the forms to which you have access (except hidden forms) will be listed on the Select a Form page. Forms are organized into groups by site (the site where the form actually resides) and then alphabetically by form name. Select the form you wish to preview, and click Continue. An empty version of the form will appear.
     
     
  5. Click Back to return to the list and preview another form, or click Cancel to return to Resources in My Workspace.