This is a list of important warnings pertaining to product use
General Warnings are only listed here, while others are listed where they also appear in the documentation.
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Custom fonts must be in the Content Library if unsupported Docx, Pptx, and Xlsx template fonts are to be used when converting templates to Pdf files. Unless the fonts are directly embedded into the content document.
If your data has text formatting in HTML then make sure to pass it to a rich text question otherwise its formatting will not be converted.
Response Metadata doesn't perform well with lots of Response Metadata fields or lots of tasks
Only fonts installed on the SmartIQ server, or added into the Content Library, can be drawn upon at generation time, unless the fonts are specifically embedded into the content document.
Only, Word, Excel and PowerPoint templates can be edited within SmartIQ
PDF templates can't be edited by SmartIQ
Produce will send the DocuSign envelope any time the template is generated. This means that you will not be able to download a document with this template type.
Do NOT lose encryption key material
If SmartIQ is no longer able to contact the chosen key wrapping technology, SmartIQ will NOT be able to decrypt or unwrap the DEK. Therefore, your data will be lost.
Behaviour may differ between different browsers and browser versions
While we try to keep SmartIQ functional between all systems, technical differences mean identical operation cannot be guaranteed when comparing operation between different systems.
Placeholders are not Variables
Placeholders do not act the same as variables and cannot transfer default or pre-fill information into the form. Placeholders only transfer data from the form to the various locations in the templates.
If placeholder data appears formatted incorrectly in your documents, it is suggested that your placeholders are used within rich text questions instead of a label or input question.
Range placeholders don't exist for PDF templates, so inserting repeaters or gap placeholders isn't possible.
PDF Button, FileSelect and Signature field types are not supported by placeholders.
The Action Button only works online
The Action Button is supported on mobile apps, however it can only be used in online mode. If the app is in offline mode, the Action Button will be disabled.
The Button Question Type cannot be used as a Condition
Questions should only refer to other questions which come earlier in the form structure.
References to later questions (a forward reference) may work, but can also behave unreliably; for this reason forward references are not recommended.
Offline app Actions can't modify the Wizard object
Any action that modifies the Wizard object will not work on the mobile apps. As actions are run server side, SmartIQ only passes back the result and the action outputs.
It is HIGHLY suggested that designers use nested repeating sections with caution and do not layer the nesting too deeply.
Having multiple nested repeaters each containing even a small amount of data can very quickly explode out to levels that can drastically affect performance performance
If a project is designed to use nested or side-by-side repeating sections, with dependencies relating to the uploaded data, csv uploads can result in a non-linear increased time to load.
A CSV that loads easily with 10 rows may be very slow with 25 rows and not load at all with 100 rows. Best practice is to start designing with an initial set of test data that exceeds the projected maximum row count, so any performance issues are identified early in the project design process.
"Show minimum rows on startup" only works at STARTUP. The repeater will load its rows when it is created (usually when the wizard is launched).
This means if a question reference tag is linked to maximum or minimum, and the question is updated, rows will not be created/deleted from the repeater.
Question reference tags operate differently within a repeater context.
Within a repeater, question tags are only able to retrieve answer data from within their current repeat. To reference a previous repeats' question answer the previous tag is required.
The previous question reference tag will make a repeated question return 0 if the question is self referencing.
Questions with the data type set to 'Date' will return the date formatted in the long date format.
To change this default behaviour the use of a format string such as SHORT DATE, LONG DATE, dd/MM/yyyy must be used
Date formats must use upper case M for month as lower case m refers to the minute value
SmartIQ can only retrieve and hold up to 1000 rows of data from an a data source
Therefore filtering larger data sets solely in SmartIQ is not possible. You should first filter the data at the data source or use an enterprise service bus (e.g. MuleSoft) before importing to SmartIQ. This also limits the offline mobile app forms.
Document fragment not inserting into main document header or footer
The reason why the document fragment is not being inserted into the header/footer of the generated document, is because the content within the fragment is in the header/footer as well. A good way to think about it is that you cannot have a header within a header or footer within footer, but you can have a body within a header or footer.
Updated about 1 month ago