This page compiles and references best practice information for SmartIQ, but is not a comprehensive guide to all best practice information.
The setup process initially configures SmartIQ for Forms Authentication (username/password access) using default credentials. You will be asked to change these credentials on initial login. It is best practice to complete the setup and test the sites using this configuration before attempting to change authentication mode. This is to make it easier to configure permissions and groups using the default administrator account that may be required for another authentication mode. For more information, refer to Run Installer.
It is recommended that you test your application and license before and after adding the produce application to ensure that they are working as intended. For more information, refer to Adding the Manage Application.
Best practice is to build your solutions within the Development environments first, before configuration of load balancing. Minimum server specifications are suggested for your initial Dev environment setup and should be scaled up depending on usage and requirements of the solution, as there are many factors that can impact these requirements. For more information, refer to Load Balancing Considerations and Max Recommendations.
If you need to have multiple methods for authentication, use a provider that supports federated identity management. For more information, refer to SAML 2.0.
If you are using SendGrid, use the API Key method to send SMTP where the username will be apikey and the password will be the generated API Key from SendGrid. For more information, refer to SendGrid Settings in SMTP.
Where users' data needs to be stored and re-used later, SmartIQ offers a range of options for storage outside the SmartIQ server including the use of external datasources, connectors to storage platforms such as Salesforce or Dynamics, REST based platforms and Amazon and Azure storage.
Saved answer files are only useful for a user to repopulate the same version of a project when they are completing it a second time. Using saved answer files on projects that have been modified (different questions, new questions, different conditions etc) can cause unexpected results and may cause the new project to not load.
External services can occasionally become unavailable or return error messages. When connecting to third-party services such as DocuSign, SharePoint, or SMTP, it is a good idea to design workflows with retries or appropriate conditions to handle these service failures.
Parameters are separated by commas and for best practice spaces should be inserted after commas to avoid issues for those using international cultures.
Do not use fragments just to break a project into parts, only use a fragment where the section is going to be reused either in the same project or between different projects.
Unnecessary use of fragments will slow a project down and make it harder to export and import.
Refer to Placeholders - Best Practices
Leave the first Communication Template translation as Default Language. This ensures that if the user’s profile language does not match any of the translations added, they will still receive a communication using the default language.
SmartIQ's calculation engine, which resolves the values of question references within forms, generally expects questions to only reference questions which are "earlier" in the form. For example, questions which are further up in the page/tree order. References that go in the reverse direction (where a question refers to another question which comes after this reference) may work in some cases, but can also be unreliable in terms of updating values.
Questions references should look "backward" (i.e. refer only to earlier questions) wherever possible, and "forward" references are not recommended and should be avoided.
Dashboards for completing a project process
Use dashboards to launch a project that will have no questions but can have data sources and actions. The dashboards can then display a finish page with the downloadable files ready.
Customize the displayed columns to limit the data and show only the necessary columns. This helps to improve the user’s experience.
Use filters like date range or user group filters to decrease the amount of data fetched by SmartIQ for a faster experience.
Response Metadata Fields
The number of response metadata fields will have a significant impact on dashboards.
SmartIQ recommends the following:
Keep the number of response metadata fields low (less than 5).
Instead of a data grid, use a drop-down data type to trigger a postback and get the referenced field value.
SmartIQ does not recommended using Fragment portions in a dashboard.
SmartIQ recommends doing the following to ensure that workflow answer files; for example, workflows that have not been submitted, are not kept in the system too long. This is because too many answer files can slow down a dashboard when it is loading.
SmartIQ does not recommended using Live Refresh for forms that will be left overnight as this will cause a lot of unexpected database calls and slow down the environment.
For recommended data sizes, refer to Maximum Recommendations.
If the target environment is using SmartIQ Scheduler, it is best practice to always install connectors and accelerators to this service at the same time as the installation in SmartIQ Produce application. If this is not installed to the Scheduler there may be errors if any projects are executed from the scheduler that refers to this connector.
- Connection String should be configured in the Manage > Settings > Connector Settings and not in the action, unless you want to override the default connection string configured in Manage.
- It is best practice to code Action Extensions so that they target the processing of the data provided by SmartIQ or return a User Interface but not both.
Usually, in situations where both processing and a UI is required, separate Actions are used.
- Action Inputs and Outputs are identified by a GUID and it is best practice to declare this GUID as a global variable.
Updated 2 months ago