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Design

These docs are for v13. Click to read the latest docs for v33.

Getting Started

Getting Started - Overview
What's New
Manage
Design
Produce
- Profile
Creating your first SmartIQ projects
Antivirus Scanning for File Uploads

Form Design

Question Types
Answers
Form Summary
Conditions
Formulas
Dashboards
Fragments
HTML in Question Text, Help Text, Labels, and Rich Text Fields
Writable Data Objects
Repeating pages and sections - overview
Form Translations
Template Types
Gap Bookmarks
Date and Times
Navigating within a form
Layout and Content Templates
Project Inputs
Max Recommendations

Solution Design

Analytics
Communication Templates
Temporary Users
iFrames
Placeholders
- Placeholders - Best Practices
Project Properties
- Project Property saved as Response Metadata
Publishing a Project
- Why are apostrophes appearing when generating a CSV?
- Excel generation
Response Metadata
Sequences
Troubleshooting mode
Two-factor authentication in Produce and Manage
Using Scheduler
Connector Settings Sets
Draft Editor

Workflow

Introduction
- Workflow States
- Transitions
Parallel Workflows
Escalations
Email Approval
Track Changes

Data Connections

Data Connections and Data Objects
SmartIQ Data Connector
JSON Data Connector
REST Data Connector
SQL Server Data Connector
Web Service (SOAP) Data Connector
CSV Data Connector
XML Data Connector

Actions

Actions - Overview
Actions - FAQ
Add Message to Management Console
Call SQL Stored Procedure Action
- Saving Binaries (Ink, Images and Uploads) to SQL
Copy Project Results to SQL Server Action
Data Parse Action
Display Message Action
Form Summary Action
SmartIQ API Action
SmartIQ User Action
PDF Stitch
Post to Webhook Action
Print (With XPS Setting) Action
Push Notification Action
Redirect Action
Save to Disk Action
Save to Oracle Database - Action
Send Email Action
Send to REST Service Action
SmartCOMM Action
Writable Data Object Override Action

On-Premise Architecture

System Requirements
Planning for Deployment
Integration
Environment Sync

On-Premise Installation

Installation Checklist
Step by step
License
Upgrading
Troubleshooting
Scheduler Configuration
Load Balancing
SMTP Configuration
Timeout Considerations

Authentication

Authentication - Overview
Forms Authentication
Windows Authentication
SAML 2.0
LDAP
OpenID Connect
External Authentication User Groups

Scheduler

Overview
Install Scheduler as a Windows Service
Manual Scheduler Execution
Azure Scheduler Installation

Offline Apps

Offline Apps

Themes and Skinning

Themes and Skinning - Overview
Skins
Theme Settings
Installing a custom Produce theme
Question help icon .css styling
Remove Produce branding - Portal and portal save mode
Use .css classes in your forms projects
Custom Fonts
Change or customize the Produce page title
Custom style definitions

UI

Offline App Customization

Azure PaaS

Azure Paas - Overview
Azure Components for PaaS
Configuring Scheduler
Best Practice for Azure App Service
Best Practice for Azure SQL Database

Extensions

Overview
- Configuring Extensions
Supporting Troubleshooting
Sample Code

Platform API

API Developer Guide

Ecosystem

Ecosystem - Overview
DocuShare Connector
DocuSign Connector
File Transfer (FTP/SFTP) Action
(Legacy) DocuSign Connector
Visual Insights
Microsoft Dynamics 365 Connector
Microsoft Excel Calculation
reCAPTCHA
Salesforce Connector
SOAP Action
Stripe Connector
Windows Active Directory Operations Connector

FAQ

Frequently Asked Questions
Feature and Deployment Availability

Design

Design is where you will build your forms.

1020

Updated over 1 year ago

Rotating the Data Encryption Key

Design - Upper Navigation