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Getting Started
Getting Started - Overview
What's New
Manage
Manage - Left Panel Menu Items Overview
Publish Options
Time zone, culture, and language settings
Content Folders and Controlling Projects and Content Item Edit-ability
Logging and Retention
Transaction Logs
Accessibility settings
Exporting and Importing Projects
Data Encryption
Auto Assign for Groups
Design
Design - Upper Navigation
Design - Left Menu Items
Design - Right navigation
Design - Finish page
Design - Menu
Layout Types FAQ
Preview Width Sizes
Compatibility Mode
Produce
Profile
Creating your first SmartIQ projects
Creating your first SmartIQ project
Project - Create an advanced project
Project - Passing Parameters
Create a leave request form - Advanced
Creating an Australian Income Tax Fragment - Advanced Project
Antivirus Scanning for File Uploads
Best Practices
Form Design
Question Types
Button
Content Library
Data
File Selection
Geolocation
Ink
Label
Multiple Choice
Numeric
Rich Text
Text Field
Validator
Run Action Button
Variable
Visuals
Barcode
Auto Logic
Question Design - FAQ
Answers
Form Summary
Conditions
Formulas
Custom date/time format strings
Custom numeric format strings
Named Numeric Formats
Dashboards
Fragments
Project fragment outputs
Project to Project Fragment Conversion
How to reference a question in the previous row of a repeater
Document fragment not inserting into main document header or footer
HTML in Question Text, Help Text, Labels, and Rich Text Fields
Writable Data Objects
Data Store
Data Modals
Writable Data Object Data Type Considerations
Repeating pages and sections - overview
Adding repeating pages
Data-driven sections and page repeats
Dynamic repeating page names
Gap bookmarks within a repeating section
How to configure repeating page titles
Nested Repeating Sections
Repeating Bookmarks/Placeholders
Repeating pages using a data source input
Repeating sections
Repeating Sections as a Data Source
Repeating sections (manual)
Repeating sections/pages: Minimum and maximum rows as a question reference
Row number (count) in repeating section
Setting Maximum Property for Repeating Page
Unique file names for repeating documents
Using Repeating Pages in forms
Validating dates between rows in a repeating section
Things to Avoid for Repeating Pages/Sections
Form Translations
Template Types
Template - CSV
Template - Data Model
Template - Excel
Template - PDF
Template - Power Point
Template - Word
Template - XSD
Template - iCalendar
Template - DocuSign
Template - Project Results
Template - TXT
Gap Bookmarks
Date and Times
Navigating within a form
Layout and Content Templates
Project Inputs
Fonts for Document Generation and Theme Builder
Max Recommendations
Constant Values
Solution Design
Analytics
Communication Templates
Temporary Users
Temporary User In Progress Save
Temporary User Reassign
Assign Workflow Task to Temporary User
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
Using Scheduler
Draft Editor
Workflow
Introduction
Workflow States
Approvals
Transitions
Observers
Parallel Workflows
Escalations
Email Approval
Track Changes
Reassign
Data Connections
Data Connections and Data Objects
Data Connections
Data Object Filter Fields, Auto Filters Required Filters, Schema Fields and Display Fields
Mobile Data Sources (Offline Apps)
Hierarchical Data
Data Union
SmartIQ Data Connector
Custom
User Available Forms
User Assigned Tasks
User Group Tasks
User Assigned and Group Tasks
User Form Activity
User Answer Files
System Users
System Group Memberships
System Projects
System In Progress Tasks
Form Task History
Interaction Log
Interaction Time Log
Interaction Drop Off Log
Interaction Save Log
Interaction Page Log
User Documents
Device (Location) Log
Analytics Project Results
Client and Admin API Endpoints
User Assigned and Group Observer Tasks
JSON Data Connector
REST Data Connector
SQL Server Data Connector
Web Service (SOAP) Data Connector
CSV Data Connector
XML Data Connector
Add Message to Management Console
Actions
Actions - Overview
Actions - FAQ
Adobe Acrobat Sign Action
Amazon Cloud Storage
Azure Storage
Call SQL Stored Procedure Action
Saving Binaries (Ink, Images and Uploads) to SQL
Copy Project Results to SQL Server Action
Data Parse Action
Data Store Delete Selected Rows Action
Display Message Action
Form Summary Action
PDF Stitch
Post to Webhook Action
Print Action
Push Notification Action
Redirect Action
Save to Disk Action
Save to Oracle Database - Action
Send Email Action
Send to REST Service Action
SmartIQ API Action
SmartIQ User 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
Upgrade Planning
Troubleshooting
Scheduler Configuration
Load Balancing
SMTP Configuration
Timeout Considerations
Ecosystem Installation and Upgrade
CMIS Service Installation and Upgrade
DocuSign Connector Installation and Upgrade
File Transfer (FTP/SFTP) Action Installation and Upgrade
Microsoft Dynamics 365 Service Installation and Upgrade
Microsoft Excel Calculation Installation and Upgrade
OneSpan Connector Installation and Upgrade
Salesforce Connector Installation and Upgrade
SharePoint Service Installation and Upgrade
Soap Action Installation and Upgrade
Stripe Connector Installation and Upgrade
Backup and Maintenance
Authentication
Authentication - Overview
Forms Authentication
Windows Authentication
Two-factor Authentication in Produce and Manage
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
How to access offline data on mobile apps
Offline App Feature Support
Troubleshooting
Offline App Customization
Themes
Themes and Branding
Theme Builder
Designing Themes in Theme Builder
Theme Settings
Theme Builder and Custom Themes together
Custom CSS and Skins
Installing a custom Produce theme
Change or customize the Produce page title
Skins
Custom style definitions
Remove Produce branding - Portal and portal save mode
Iconography
Adding icons to your project
Custom Footers
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 Custom Extensions Code
Platform API
API Developer Guide
Ecosystem
Ecosystem - Overview
DocuSign Connector
File Transfer (FTP/SFTP) Action
Microsoft Dynamics 365
Microsoft Excel Calculation
Microsoft SharePoint
Salesforce Connector
SOAP Action
Stripe Connector
CMIS Connector
OneSpan Connector
FAQ
Frequently Asked Questions
Feature and Deployment Availability
Design
Suggest Edits
Design is where you will build your forms.
Updated over 4 years ago
