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Publish an Onboarding Form After Testing

Learn what to check if you cannot publish an onboarding form after completing a test submission.

Written by Jason Tu

Before you can publish an onboarding form, the background integration from the test submission must complete. You must also test and publish the form on the same calendar day.

Publish After the Background Integration Completes

  1. Complete a test submission of the onboarding form.

  2. Wait for the background integration process to complete.

  3. Once the required data has populated, click Publish.

📌 Note: If Publish is still unavailable, verify that the background integration completed successfully.


Retest a Form Tested on a Previous Day

  1. Check whether you tested the onboarding form on the same calendar day that you are trying to publish it.

  2. If you tested the form on a previous day, test the form again.

  3. Wait for the background integration process to complete, then click Publish.

💡 Best Practices

  • Test and publish the onboarding form on the same calendar day.

  • Allow the background integration to complete before attempting to publish.

  • Retest the form if you tested it on a previous day.

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