IDEA: Add a preview to forms in Titan Exchange**VOTES NEEDED

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

COMMUNITY-I-2070 

Currently you have to "pull" the form, go to forms and then preview the form... how do you know you want to pull it if you can't preview it?? Just click the link above if you want to vote for it! 

Randi Thompson
Bill Joplin's Air Conditioning & Heating
8 REPLIES 8

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Is there a way to preview the forms in Titan Exchange that I'm missing and or a way to delete them from my forms after I pull it not just unpublish??? 

Randi Thompson
Bill Joplin's Air Conditioning & Heating

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I couldn't find the deactivate button either... I was expecting it to be on the right or in edit BUUUUT I found it on the top so that's half the battle! 

Randi Thompson
Bill Joplin's Air Conditioning & Heating

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

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Randi Thompson
Bill Joplin's Air Conditioning & Heating

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I haven't found a way. I just pull it and then deactivate if it's not what I'm looking for. Post an idea! Do you need a lesson on that?


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions

reneem
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I gotchuuuu! Voted!

 

Renee Lenox - Service Specialties Inc. | LadyTitans Board Member

knorris
New Contributor III

I voted 😍

Karmen Norris
Operations Manager, Always Affordable Plumbing & HVAC

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions