Test Generating a Document in Builder

As you automate a Builder template, you should test it to make sure the interview is organized coherently and the completed document is formatted correctly and that information is being merged as expected.   

Testing your template is best done in Builder where you can easily review the appearance of interview questions and the completed document and then quickly make adjustments in the underlying Online Workspace and template file.  

Frequently, the process of building a template is a combination of automation, testing, and fixing the issues you might find. At this point, if there are issues with the document, you can edit the template and make your adjustments. Or, if there are issues with the data being merged in the document, review those variables or formulas in the Online Workspace.

To test your automation: 

1. Make sure all "parts" of your automation workflow are saved, including text in the Word template as well as changes you've made in the Builder Word Designer and/or the Online Workspace. See Syncing Work Between Word Designer and Online Designer for help. 
2. In the Builder window, select the catalog along the top of the window where template/app is saved and click Create Record.
   
3. Choose the app for the template(s) you want to test. The interview questions are displayed:
   
4. Complete the interview by answering the questions and note the following: 
   • This template is not yet linked back to Actionstep, which means none of the data from Actionstep will be pre-populated in the interview fields. This is OK, since you’re just verifying how the interview and assembled document function and look. You can enter whatever answers you want—just make sure things look and feel correct.
   • Some fields show an arrow icon. These are your object model fields, which you’ll remember group several variable fields into one view. Click the arrow to answer the questions.
     
   • With participant type-specific object model fields, you may have an option to enter multiple sets of answers (as indicated by the plus icon). If your template has been designed to merge only the first set of answers, only the first set of answers will be merged in the document. (You indicated this by using the [0] index marker in the field names when you inserted them in the template.)
     
   • Once you view an object model-based question, when you close it, a green or yellow icon appears next to it to let you know whether all of the questions have been answered.
     
5. When you're finished, click Complete (at the bottom of the page). You are returned to the catalog page. The record you just created is selected in the Records list.
6. Complete any of the following next steps:
   • Review the record selected in the left side and potentially update the answers you provided by clicking Review or Update.
   • Download the completed document and review it.
     TIP: You can also click the link for the DOCX file.
   • View of history of the record by clicking the menu icon and choosing History.  
   • Delete the record by clicking the menu icon and choosing Delete item. The record will be deleted.  
7. If needed, return to the template file or Online Workspace and make adjustments to the template or the variables used in the template.