- Via TRM Knowledge Base
- Recommendations
How do I preview a Recommendation (template)?
Admins with permission can preview a Recommendation to see how it will look to Recommenders. Admins can even type/make selections on the Recommendation in preview mode to get the full Recommender experience.
To preview a Recommendation…
- Click Builder in the main navigation
- Click Recommendations
- Click the desired Recommendation
- Click Preview & State at the top of the page
- This will show the Recommendation as it will appear to Recommenders
- Admins can type in the boxes to view the Recommender experience
- To continue editing the Recommendation, click Form Builder at the top of the page
- Click Back to All Forms to return to the list of all forms