Previewing an opportunity

Use the opportunity preview pane to check the access and opportunity details before participants use the link.

note

This is different from workflow Preview mode. To preview the pages and items inside a workflow, go to Setup > Workflows, open the workflow, and select Preview mode.

Preview details

1. Go to either:
   • Employment > Jobs
   • Services > Proposals
2. Locate the row
3. Use one of the various methods to show the Job edit details pane
   • Click on the row
   • Click ⋮ (vertical dots) to open the menu, select **Edit**
4. Locate Preview & Access section
5. Click **Preview**
6. Click **Back**, then Done when you're finished

Also check that it is valid and ready to be published

Preview the workflow experience

Workflow Preview mode lets you check what participants see when they move through the workflow.

Use it to:

• switch between desktop, tablet, and mobile frame sizes
• show or hide workflow navigation
• check the same component mapping used in the actual flow for questions, Information, contracts, headings, images, videos, data, and pages

See validating workflow changes.