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Getting Started

Getting Started - Overview
What's New
- Enhancing the Design Experience
Manage
Design
Produce
- Profile
Creating your first SmartIQ projects

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
Fonts for Document Generation and Theme Builder
Max Recommendations
Constant Values

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
Using Scheduler
Draft Editor

Workflow

Introduction
Workflow States
Approvals
Events
Parallel Workflows
Transitions
Escalations
Email Approval
Track Changes
Observers
Workflow Reassign

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
OData Connector
CSV Data Connector
XML Data Connector
Add Message to Management Console

Actions

Actions Overview
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
Antivirus Scanning for File Uploads
Timeout Considerations
Ecosystem 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
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
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

Ecosystem

Ecosystem - Overview
DocuSign Connector
File Transfer (FTP/SFTP) Action
Microsoft Dynamics 365
Microsoft Excel Calculation
Microsoft SharePoint
reCAPTCHA
Salesforce Connector
SOAP Action
Stripe Connector
CMIS Connector
OneSpan Connector

FAQ

Frequently Asked Questions
Feature and Deployment Availability

Design

Design is where you will build your forms.

🚧
Save your projects regularly. Projects in design do not Autosave.

Updated 24 days ago

Auto Assign for Groups

Design - Global Bar