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Developing and testing transaction forms
I'd like to develop a new custom transaction form for our invoices. It'll use an Advanced PDF template for printing. What is the best way to preview the printed layout using a real invoice transaction with real data? I do not want to set the form to "preferred" until I know it looks right and functions correctly. I've attempted to replace the "template" parameter with new form ID in the URL that calls a print command. This does not work, the form marked "preferred" is used regardless of what I submit as this parameter.
I have read that I can accomplish this by creating another role and setting my development form to preferred for the role. I would then use this role for development and testing of the form. Is there an easier way?
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