Preview a planning form to check its questions, layout and event-related fields before a client uses it.
Steps
Open the planning form in the form editor and save your latest changes.
Use the form preview to check its layout and questions.
For a full event test, use a sample event and a form To-Do with that form loaded.
Check required fields, choices and any fields connected to event information.
Use a sample contact and review notification settings before sending a test reminder.
Reuse the form deliberately
Saving an event-specific form or To-Do is different from changing the reusable form/workflow. You do not have to create an automation just to preview a form. Review the reusable version separately if you want future events to use the changes.
Related guidance
Test the workflow draft separately
For repeatable work, open the Studio draft, select Save draft, then Test the portal. Inspect the task and questions in the example. Practice does not send real reminders or change live records. A form preview alone does not prove an existing event has the new form.