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Publishing a Project

Groups, permissions, roles, guest, named, options

Publish options allow Infiniti administrators to control some key aspects of how the project behaves in Produce.

Publish options are configured when a project is first published and can be updated by visiting the publish options (Manage>Folders>’Your Folder’>’Your Project’>Publish Options)

Each publish option is described in the table below:

OptionDescriptionDefault
Allow PreviewTurns the Preview Button on or off. When the project is being used in Produce.Off
Allow Restart After SubmissionWhen 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.Off
Allow SaveAllows users to save their answers on a form.On
Auto-create In Progress FormsDetermines 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.
On
Form Interaction LogEnables data collection for individual projects. This data contains detailed and accurate data for individual projects and page activities.

This data can be viewed and downloaded under Reports in Manage.
On
Enforce ValidationWhen enabled a user cannot finish the web form if there are questions with outstanding validations.On
Update Document FieldsUpdate the word document fields after the content has been generated. For example update the table of contents.On
Hide Navigation PaneWill 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 displayOff
Show form ActivityIts main purpose is to display the status of workflow forms as they transition between states. The Form Activity tab is displayed in Produce.On
Match project version when loading in progress formsLoads the form in the state that it was originally started so that new versions of the form containing "breaking changes" do not affect workflows already in progress.

For example if a new question is added to the first state of a workflow, forms already in state 2 or 3 will not have the opportunity to provide a response and may become unstable if the latest version of the form is loaded.

Using this feature ensure forms are played out using the configuration and rules at the time in which they were started.
Off
Allow Offline LaunchThis feature if turned ‘On’ allows tasks which contain data sources to be continued while offline (mobile clients)Off
Troubleshooting Mode
Show Variables
Show Invisible Datasources
Detects errors in a data source
Visibility settings for Variables
Visibility settings for Invisibility Datasources
Off
Set as Home PageSets the current page as the homepage.

Note: 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.
Off
Restrict Availability DatesAllows you to provide a start and end date controlling the projects availability.Off

projectGroupGuid

Once a project has been published, it is assigned a unique id. In Mange, go to the Projects section. Click on the name of the project. The id will show in the URL.

.../Manage/ProjectEdit.aspx?id=f99f9de8-3999-40a5-ad6c-8ca1d602a57f

Update Document Fields

Infiniti provides a range of 'publish options' when you publish a project to a folder, including the Update Fields option. When you select this option, the document field codes - including tables of contents and other calculated fields - will be refreshed automatically during generation. This means that when a user opens the generated document, in any of the published formats, the document field codes are up to date.

This is useful, especially when using a Table of Contents (TOC) in documents that may have dynamic content reflected in the TOC. With update fields selected, depending on the dynamic content the TOC will be updated to reflect the true contents of the document include page number references.

For documents that don't require fields to be updated, you may wish to turn this option off. For extremely large documents, or when generating many repeating documents, you may find a performance improvement when this option is disabled.

To configure this option, publish a project in Manage and go to the Publish Options tab on the publish page and select or deselect 'Update Document Fields'.