Intelligent Forms "Create Contract" form does not work after upgrading to SmartIQ
If you use the standard Create Contract form, you must upgrade it after upgrading to SmartIQ.
- Download the Create Engagement.ixpkg file to the client machine that you use to sign into ChangePoint.
- In ChangePoint Administration, sign into Infiniti Manage (Intelligent Forms > Infiniti Manage) using admin for both the username and password.
- Click Projects in the left pane.
- Import the file into Infiniti Manage:
- Click the Import button, click Choose File, and then select the Create Engagement.ixpkg file.
- Click the Upload button.
- Change the Project Name to Create Contract.
- Click the Import button.
- Click Save.
- Publish the file as a project:
- Click Publish. The Publish Project view appears.
- In the Folder field, select a folder for the project, and then click the Save button.
- Copy the value in the ID field, which you require for the next step.
- In ChangePoint Administration, edit the custom section item so that it is linked to the new form project:
- Access the Create Contract custom section item (User Interface > Custom Sections > Changepoint > Custom).
- In the URL field, replace the ID part of the URL with the ID that you copied, above.
- Click Save.