Preview is where you control how a deal looks and feels to the person filling it in, and test that it works before going live. Open it with the Preview button in the workflow builder at https://input.ziplineos.com.au. It's a live presentation editor: change a setting and the preview updates, then publish when it reads the way you want.
For the workflow vocabulary, see Order Workflows; for the other workflow-level tabs, see Workflow Settings, Publishing & Self-Registration.
Test on every device
A toolbar switches the preview between Desktop, Tablet, and Mobile. Because most applicants finish on a phone, check the experience at each size — long labels, multi-column layouts, and headers behave differently on a narrow screen.
Page chrome
Toggle the framing around the form to suit how it's embedded or shared:
- Hide menu — drop the side navigation.
- Hide breadcrumbs — remove the step trail.
- Hide step header — remove the per-step heading.
- Show "Powered by" — show or hide the platform credit.
- Confetti on completion — a small celebration when the applicant finishes.
Theme, header & footer
- Theme — set the brand colours and fonts for the experience.
- Header and Footer — add a custom header and footer (your own wording and styling) above and below the form.
How questions are laid out
Each item can control how its questions present:
- Layout — stack (one column), 2-col, 3-col, or auto.
- Borderless — drop the item's card border.
- Render inline — fold the item into the surrounding flow rather than its own block.
- One question at a time — step through questions individually instead of showing them all at once.
- Hide title — suppress the item's heading.
Content blocks
Beyond the questions themselves, you can drop in presentation blocks to make the experience feel like a guided landing page rather than a bare form:
| Block | Use it for |
|---|---|
| Hero | A headline and intro at the top. |
| Trust Signals | Reassurance — security, who you are, what happens next. |
| Checklist | What the applicant needs to hand before they start. |
| CTA | A prominent call-to-action button. |
| Text Block | Free-form copy. |
| Divider / Spacer | Visual breathing room between sections. |
Test with a real creation source
Preview can create test deals as Web, Manual, or API so you can check source-aware behaviour — visibility rules that depend on how a deal was started (see Show, Hide & Require Questions with Rules) will only behave correctly when you test under the matching source.
Treat Preview as the last gate before publishing: walk the whole flow once on Mobile, with a Web test deal, to catch layout and conditional-logic issues the way a real self-registering applicant would hit them.
Things to keep in mind
- Preview reflects presentation, not live deal data. Cross-form and system conditions still need a real deal to verify fully.
- Styling changes ship on publish. Like any workflow change, look-and-feel updates reach new deals when you re-publish — see Workflow Settings & Publishing.