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Overview
Using the Knowledge Hub
SmartIQ Overview
Version Updates - What is New
SmartIQ - IQ29.12
SmartIQ - IQ29.11
SmartIQ - IQ29.10
SmartIQ - IQ29.9
SmartIQ - IQ29.8
SmartIQ - IQ29.7
SmartIQ - IQ29.6
SmartIQ - IQ29.5
SmartIQ - IQ29.4
SmartIQ - IQ29.1
Getting Started
System Requirements
Manage
Manage - Left Panel Menu Items Overview
Publish Options
Maintenance Mode
Time zone, culture, and language settings
Content Folders and Controlling Projects and Content Item Edit-ability
Logging and Retention
Transaction Logs
Accessibility settings
SMTP Configuration
Exporting and Importing Projects
Data Encryption
Auto Assign for Groups
Design
Welcome to the new Design UI
Design - Global Bar
Design - Menu
Design - Left Menu Items
Design - Right navigation
Design - Finish page
Layout Types FAQ
Preview Width Sizes
Compatibility Mode
Produce
Profile
Creating your first SmartIQ projects
Creating your first SmartIQ project
Project - Create an advanced project
Project - Passing Parameters
Create a leave request form - Advanced
Creating an Australian Income Tax Fragment - Advanced Project
Antivirus Scanning for File Uploads
Best Practices
Solution Designer
Analytics
Communication Templates
Temporary Users
Temporary User In Progress Save
Temporary User Reassign
Assign Workflow Task to Temporary User
iFrames
Placeholders
Project Properties
Project Property saved as Response Metadata
Publishing a Project
Why are apostrophes appearing when generating a CSV?
Excel generation
Preview
Response Metadata
Sequences
Troubleshooting mode
Environment Sync
Form Design
Question Types
Auto Logic
Barcode
Button
Content Library
Data
File Selection
Geolocation
Ink
Label
Multiple Choice
Numeric
reCAPTCHA
Rich Text
Run Action Button
Stripe Connector
Text Field
Validator
Variable
Video Player
Visuals
Form Summary
Document Viewer
Draft Editor
Answers
Question Design
Conditions
Formulas
Custom date/time format strings
Custom numeric format strings
Named Numeric Formats
Dashboards
Fragments
Fragment Inputs
Fragment Outputs
Document fragment not inserting into main document header or footer
HTML in Question Text, Help Text, Labels, and Rich Text Fields
Writable Data Objects
Data Store
Data Modals
Writable Data Object Data Type Considerations
Repeating pages and sections - overview
Adding repeating pages
Data-driven sections and pages
Dynamic repeating page names
How to configure repeating page titles
How to reference a question in the previous row of a repeater
Nested Repeating Sections
Repeating Bookmarks/Placeholders
Repeating pages using a data source input
Repeating sections
Repeating Sections as a Data Source
Repeating sections (manual)
Repeating sections/pages: Minimum and maximum rows as a question reference
Row number (count) in repeating section
Setting Maximum Property for Repeating Page
Unique file names for repeating documents
Using Repeating Pages in forms
Validating dates between rows in a repeating section
Things to Avoid for Repeating Pages/Sections
Form Translations
Template Types
Template - CSV
Template - Data Model
Template - Excel
Template - PDF
Template - Power Point
Template - Word
Template - XSD
Template - iCalendar
Template - DocuSign
Template - Project Results
Template - TXT
Template - JSON
Template - Html
Date and Times
Navigating within a form
Layout and Content Templates
Fonts for Document Generation and Theme Builder
Max Recommendations
Constant Values
User Validation
Workflow
Introduction
Workflow States
Approvals
Events
DocuSign Event
OneSpan Event
Parallel Workflows
Transitions
Escalations
Email Approval
Track Changes
Observers
Workflow Reassign
Data Connections
Data Connections and Data Objects
Data Connections
Data Object Filter Fields, Auto Filters Required Filters, Schema Fields and Display Fields
Mobile Data Sources (Offline Apps)
Hierarchical Data
Data Union
CSV Data Connector
JSON Data Connector
Microsoft Excel Calculation
OData Connector
REST Data Connector
SmartIQ Data Connector
Custom
User Available Forms
User Assigned Tasks
User Group Tasks
User Assigned and Group Tasks
User Assigned and Group Observer Tasks
User Form Activity
User Answer Files
System Users
System Group Memberships
System Projects
System In Progress Tasks
Form Task History
Interaction Log
Interaction Time Log
Interaction Drop Off Log
Interaction Save Log
Interaction Page Log
User Documents
Device (Location) Log
Analytics Project Results
Client and Admin API Endpoints
SQL Server Data Connector
Web Service (SOAP) Data Connector
XML Data Connector
Actions
Actions Overview
Add Message to Management Console
Adobe Acrobat Sign Action
Amazon Cloud Storage
Azure Storage
Call SQL Stored Procedure Action
Saving Binaries (Ink, Images and Uploads) to SQL
Copy Project Results to SQL Server Action
Data Parse Action
Data Store Delete Selected Rows Action
Display Message Action
File Transfer (FTP/SFTP) Action
Form Summary Action
PDF Stitch
Post to Webhook Action
Push Notification Action
Redirect Action
Send Email Action
Send to REST Service Action
SmartIQ API Action
SmartIQ User Action
SmartCOMM Action
Send to SOAP Service Action
Writable Data Object Override Action
Zip Action
Authentication
Authentication - Overview
Forms Authentication
Two-factor Authentication in Produce and Manage
SAML 2.0
OpenID Connect
External Authentication User Groups
Offline Apps
Offline Apps
Troubleshooting
Themes
Themes and Branding
Theme Builder
Designing Themes in Theme Builder
Theme Settings
Iconography
Remove Produce branding - Portal and portal save mode
Custom Footers
Ecosystem
Ecosystem - Overview
CMIS Connector
DocuSign Connector
Microsoft Dynamics 365
Microsoft SharePoint
Salesforce Connector
OneSpan Connector
FAQ
Feature and Deployment Availability
Design
Suggest Edits
Design is where you will build your forms.
New UI
Old UI
Updated about 1 month ago
