The buttons in the top right include a feedback button, a find/replace button, validate, refresh lists, help, cancel, save and save as.
The Validate Project function is a useful way to determine if there are any problems with your SmartIQ Project. It should be the first action taken if a Project is failing somehow or doing something that is unexpected.
To validate a Project, click the Validate Project button. If there are any issues they will be displayed at the bottom of the Design screen
Double-clicking on any line in the results will navigate to the offending item.
If there are no issues a popup will appear stating as such.
The following properties are checked when performing a validation:
Formulas are valid (including Question References) - Variable Formulas, Data source Formulas, Page Repeat Titles, Question Default Values, Question Text, Finish Properties, Rule Formulas/Aggregates, Section Descriptions.
Conditions are valid (references exist and are earlier in the project and are to valid question types) - Question Conditions, Transition Conditions, Action Conditions, Document Conditions
Verify Placeholders exist in the Document(s) - Non-External Placeholders, Page Repeat Placeholders, Data source Repeat Placeholders, Section Repeat Placeholders. External Placeholders are validated that they appear in attached Document Fragment Content Items. If a Placeholder doesn't exist, it will appear in the Validation Results as a "Message". These can be shown or hidden by clicking the "Show/Hide Messages" button at the top right of the Validation Results window. A Placeholder not existing may be valid if you intend to publish your project with a Layout.
Data sources can be connected.
Display Fields have been set when needed for Data sources.
Data source filters are valid.
Data source sort fields are valid.
Data Fields selected for Data source Answers are valid.
Content Library Auto Answers are valid.
All Questions have Answers.
Content Items exist.
Content Items are not attached to a Visible Content Library Question (they will be ignored).
Auto Logic Rules are valid.
Answer File Labels are unique for Content Library Questions.
Content Folder exists if defined for a Content Library Question.
Actions are defined in a valid order.
A valid Repeat Source is defined for a repeating Action.
This will clear the cached lists of items from Manage so that the user can see new changes without having to reload the project.
This button will take you to the knowledge hub landing page.
|Project Name||This is populated by default, but you can change to a new name.|
|Content Folder||This defaults to (None), but you can change this to point to any of your project folders.|
|Publish||Selecting this will publish your project in addition to saving it.|
|Copy to Fragment||Selecting this option enables copying a section of your project into a fragment page or portion: ||change to a new name.",|
The Project configuration button '...' contains the items used to control the project as a whole.
These are the core building Blocks used in 'Design', that give SmartIQ forms their functionality, organized into Layout, Questions, Content, and Data & Actions.
|Layout||Page, Section, Column, Tab Group, Tabs||Covers the from layout blocks that contain the other block types and structure forms.|
|Questions||Questions are the main end-user intractable pieces of a form. They are dragged and dropped into the Pages Menu to add them to your form. This section covers how they work and what each of the different questions can do.|
|Content||Content Items||Contains imported content items|
|Fragments||other previously made form fragments.|
|Data & Actions||Actions|
|Writable Data Objects|
The Pages Menu lists all the content, and its structure, in the form all in one place, from simple questions to actions.
The Right side 'Inspector panel' shows the Properties/Conditions/other of whatever Block has been selected in the Pages panel. Each separate Block has its own Properties/Conditions/other that are used to control the block, connect it to other blocks, and select how the block functions.
Properties are individual to each block and control the design, function and restrains of a block.
Conditions are important automation tools that most blocks have, controlling when to turn on and off certain properties of the question, based on the user selections for other blocks.
other tabs in this panel include summary, downloads ... only some blocks have these additional functions that can control a number of things similar to properties.
SmartIQ workflows are comprised of workflow states flowing from one to another via transitions, completed sequentially, or in parallel, from start to finish.
A well made workflow streamlines business processes, allowing different users to collaborate at different phases or times. This automation uses business logic to help organisations perform consistent business processes and improve organisational efficiency.
The workflow interface shows the following:
- Diagram that provides a visual representation of the workflow
- Configurable properties for each state and transition
- Escalations and actions that can be added to the workflow
Each part of the interface is described in more detail below.
Each item in this panel is either a block ready to drag and drop onto the canvas, or a collection block that can be clicked to reveal a pull-out menu of blocks that can be dragged onto the Workflow Canvas. The left panel includes the following:
States – A workflow state is a stage or step in the workflow process. For more information, refer to Workflow States.
Approval – An Approval is a step in a workflow that acts as a gateway, where the responses provided in the form thus far can be reviewed and, if appropriate, altered before progressing. For more information, refer to Approvals.
Event – An external step in a workflow that needs to be actioned by a system outside of the SmartIQ platform via Cloud-to-Cloud Integration (C2I).
Parallel – Parallel blocks create a sub-process that allows multiple workflow states to occur in parallel by assigning states to multiple users simultaneously. For more information, refer to Parallel Workflows.
Transition – A transition is the link between the end of one state and the beginning of another, creating forward (and backward) paths within a workflow. For more information, refer to Transitions.
Actions – Actions provide a way to execute additional functions, whether calling an external system's API, sending an email or many other tasks. Actions are associated with workflow transitions and are executed when the transition is run. For more information, refer to Actions - Overview.
Escalations – Escalations are similar to Actions, except they occur based on time lapsed in the target state. For example, an escalation can be used to send an email reminder that a workflow task is overdue. For more information, refer to Escalations.
The workflow canvas provides an interactive visual representation of the workflow, with states and connecting transition lines. States are placed on a grid providing an easy and neat way to lay out your workflow.
- Create workflows by dragging and dropping blocks from the left panel, and place in an available space in the grid. Once placed, states can easily be moved around the grid.
- Alternatively, states can be created by clicking an empty grid marker to reveal a pop-up menu.
- Create transitions by clicking on a state and dragging the transition to the next state.
- Clicking states or transitions from the workflow canvas opens the Inspector panel to enable editing that item.
- Transitions with actions show an action icon. Hover over the icon to reveal the number of actions, or click the icon to open the Actions tab in the Inspector.
- States with escalations show an escalation icon. As with the action icon, hover over to reveal the number of escalations, or click to open the Escalations tab in the Inspector panel.
- Editing parallel workflows drills into its own parallel workflow canvas, with a breadcrumb link to the parent workflow(s). Additional nested parallel sections follow this same pattern.
Use the View Options floating toolbar for more control over the workflow canvas in changing the display zoom and other view settings.
- Zoom Controls – Use + and - buttons to increase/decrease zoom or click the zoom % to reset to 100%
- Center View – Centers content and zooms to fit the area.
- View Settings:
- Circuit Layout – Show circuit style layout of transitions, where transition lines go around states instead of direct paths. Default setting is off.
- Selection Focus (muted/hidden) – When a state or transition is selected, anything directly connected to it will be clearly visible, while everything not directly connected will be muted or hidden depending on which option is selected. This enables focusing in on a smaller area of the workflow and would be especially helpful for complex workflows. Default setting is off.
- Markers – Show/hide empty state placeholder markers. When hidden, you can still hover the empty space to reveal the + context menu for adding a new state. Default is to show markers.
- Grid – Show/hide grid lines surrounding state placeholders. Default is to not show grid.
The Inspector Panel displays the available properties of the states and transitions in your workflow.
- The panel can be pinned to always show or unpinned (default) to only show when an item is selected.
- Click the More Options (three-dot) menu to Delete or Copy To (only for Transitions).
- The tabbed view displays the tabs or sub tabs with the count of relevant items.
Displays the general properties for whichever section in the form you have highlighted.
- Shows Outbound and Inbound transitions as lists.
- Click button to quickly Add a new outbound transition.
- Hovering a transition will highlight the transition in the workflow canvas.
- Buttons to quickly Copy To, Edit or Delete the transition.
- Delete All option to quickly delete all outbound transitions.
See Transitions for more information.
- Click button to quickly Add new escalations.
- Click the More Options (three-dot) menu to Duplicate or Copy To the escalation.
- Buttons to quickly Edit or Delete the escalation.
- Delete All option and confirm to quickly delete all escalations in one go.
See Escalations for more information.
Other things to consider in Workflow are:
Email Approval – which only work for workflow approval projects. For more information, refer to Email Approval.
Track Changes – This features shows the history of who made a change when it was their turn. For more information, refer to Track Changes.
Updated about 1 month ago