Testing your Form

Once your form is finalized meaning no further modifications are needed, you can begin testing your form.

Formal end to end testing by your deparmtent is required, as your approval that the form is working as expected is necessary to migrate your form to Production.

Activate your Form 

Activating your form allows you to test filling out the form as a participant would. Accessing your form for testing can be done a couple ways.

First, you must activate your form by going to your Sandbox, under Action drop-down, select Activate Form Template.  Form Name > Action > Activate Form Template

• A red circle labeled ‘No’ will appear next to a form that is Deactivated. 
• A dark grey circle labeled ‘Yes’ will appear next to a form that is Activated. 

1. Fill Out Form - Once your form is activated, you will see an external link icon next to your forms name. Click on this hyperlink to access your form for testing. 
2. Form URL - Once your form is activated, you can use your Form’s URL to access and complete, just as a participant would. There is the option of using your form’s SSO URL (requires CASing in using NetID/Password) or External URL (No CAS in required). See Form URL details and differences under Designer Resources >  Form URLs.

Modifications for Testing Purposes 

In order to properly test your multi-participant form from end to end, there are several modifications that will make testing easier. You must remember to change these setting back prior to migrating to production. 

• Allow Repeat Signatures - On all co-signer Participants, enable Repeat Signatures which will allow you to act as all participants of the form. i.e. The Owner and each of the co-signers. 
• Hard-code Co-signers - If a co-signer’s email address is hard-coded, ensure you modify the email address to your email address so you don’t sent emails to the actual forms co-signer(s), but instead the emails go to you, or the email address designated for testing purposes. 
• Label Emails in Subject Line - For all form related emails, add a label prefix in the Subject Line to identify which email it is. Since you are acting as all participants within the form, it can get confusing when you go to review the emails. Labeling the email’s subject lines allow you to easily identify which email you are receiving and reviewing. Some examples:
  • Owner Confirmation Email Subject Line would state “Owner Confirmation Email: <actual subject line text>”
  • Co-signer (Advisor)  Subject Line would state “Advisor Co-signer Notification: <actual subject line text>”
  • Owner Notification Subject Line would state “After Advisor submits, Owner Notification Email: <actual subject line text>”

Testing Guidelines

When testing your form, there are several areas that should be validated to ensure compliance and consistency across Yale University. 

Here are guidelines for testing your form:

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