Hand off to your technical team

Before production, give developers what they need to embed the form and connect data.

Before you hand off

  1. Complete the testing checklist.
  2. Run Preview mode tools once more.
  3. Note Component library (Material UI, RSuite, etc.).

What to send

ItemHow
Form definitionMenuDownload or Export forms (Save, export, and import)
Field keysList from Preview Data or your key spreadsheet
Dynamic fieldsWhich keys need API or database values (Prefill)
ActionsWhich buttons run validate/submit/custom (Action order)
LocalesLanguages and untranslated strings (Localization)

What to ask developers

  • Where will this form run (URL, app module)?
  • Who owns save/submit to the server?
  • Are custom actions already registered for our buttons?
  • Do we need new components or only this JSON?

What stays with authors

You can keep iterating on labels and validation in Designer after the first embed. Agree on a review process before new exports reach production.

Summary

Send the exported JSON, a key list, and notes on dynamic data and actions. Use the testing checklist to resolve issues found in Preview before handoff.

See also