Publish Folders
Publish folder contains the projects that have been published into production. Folder options provide the same group permissions controls as the project folders.
Published Project Settings
These are the various settings that are available when a project has been published to produce, and in majority effect the produce environment.
Project version and Layout version options allow you to select which version of the project, and which version of the layout, is published.
The Maintenance Mode toggle allows a project to remain published while enabling an "Under Maintenance" overlay in produce.
Various options are categorized into tabs (see below sections) and are dependent on the project type.
Scheduler
Projects that have been published can be scheduled to run at specific times, and repeated on a regular schedule too.
Projects that have been scheduled will appear in the Management console under Definitions where they can be edited.
Publish Options
There are a variety of modes that can be enabled to help manage SmartIQ projects, the user experience, and help solve problems.
| Option | Description |
|---|---|
| Allow Preview | Enables the Preview Button in Produce which allows users to preview the documents to be generated. In a Workflow if there are no documents generated in the next transition there will be no documents to preview |
| Allow Restart After Submission | When the option is ‘On’ and it is not a workflow submission, there is a new ‘Restart’ link on the finish page. This starts a new form with the same values as the last time you generated it. |
| Show Save | Allows users to save their answers on a form. |
| Auto-create In Progress Forms | Determines whether the form should be automatically saved before a user manually saves, otherwise it is discarded on exit. In a workflow project, this setting will save an in progress form (but will not create escalations or a workflow entry) before a user manually clicks save. Once workflow has been created (or a user has manually clicked save), the form is automatically saved regardless of this setting. |
| Track Changes | Tracks the changes to the published project using the Question comments system. |
| Form Interaction Log | Enables data collection for individual projects, required for some Analytics. This data contains detailed and accurate data for individual projects and page activities. This data can be viewed and downloaded under Reports in Manage. |
| Display Validation on Navigation | Enables displaying a check mark against pages in the navigation menu with no validation issues. |
| Display Validation Summary | This option places a summary of all validation errors (if there are any) at the top of the form. |
| Enforce Validation | When enabled a user cannot finish the web form if there are questions with outstanding validations. |
| Update Document Fields | Update the generated document fields after the content has been generated. For example update data tables and recalculate formulas. This may impact performance for large projects. |
| Hide Navigation Pane | Will hide the navigation pane (sometimes called progress menu) within the web form. This is useful when end users should answer the questions in only the correct order and not skip ahead and when there are only minimal pages to display |
| Hide Recent Files on Form | |
| Show Form Activity | Its main purpose is to display the status of workflow forms as they transition between states. The Form Activity tab is displayed in Produce. |
| Match project version when loading in progress forms | This allows control over how a project loads when it is loading from an existing workflow, answer file or save in progress. If this flag is turned on, the form will use the same version that was used when the workflow/answer file/ in progress for the form was initiated. Without this option turned on, in-flight projects that have major changes made to them could get stuck and break. |
| Troubleshooting Mode | Helps identify errors like those in data sources |
| Show in Web Home | Shows published projects on the web page or restricts the project from the web channel. |
| Show in App Home | Shows published projects on the App or restricts the project from the App. This option will be disabled if the project has a custom question and hidden if the license does not include App Users. |
| Allow Offline Launch | This feature if turned ‘On’ allows tasks which contain data sources to be continued while offline (mobile clients) This option will be hidden if the license does not include App Users. |
| Set as Home Page | Sets the current page as the homepage. If a user has access to more than one Home Page Project, then the first home page project that would have displayed in the project list on Produce Home will be the one shown. |
| Keep Form History After Completion | When enabled, SmartIQ keeps the workflow history and logging until the expiration set on the Retention Settings and then deleted. Disabling this option means that when the form is completed, the workflow history, submission data, log information, and who submitted it will be removed. In this case, logging in Manage > Management will show "Unknown User" in the User column. |
| Restrict Availability Dates | Allows you to provide a start and end date controlling the projects availability. |
| Troubleshooting Mode | |
| Use Sample Data | Use the sample data set for the data object in manage |
Match project version when loading in progress forms can have breaking unexpected behaviour
Make sure to have this on by default unless its necessary for all in-flight versions to also be updated and the potential for breaking the Workflow is worth the risk.
Document Settings
Presentation Settings
Spreadsheet Settings
Messages Settings
Message settings include the footer which uses a Communication Template to add a footer to the bottom of the form project.
Theme Settings
The theme settings allow you to access the Theme Builder and set a specific theme for the project. This will override the global/site level theme.
projectGroupGuid
Once a project has been published, it is assigned a unique id. In Projects, click on the name of the project, the ID and URL will be listed.
Updated 13 days ago