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.