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The table below shows different types of automation and where the automation can occur. The ideal location for the automation is shown in bold red inkwith an x.
| Type of Automation | Server Side | Document Level | Field Level |
|---|---|---|---|
| Making fields required | x | ||
| Validating required fields | x | ||
| Applying business rules to data | x | ||
| Pre-formatting field data | x | ||
| Post-formatting field data | x | ||
| Pre-calculating field values | x | ||
| Post-calculating field values | x | ||
| Directing user actions | x | ||
| Hiding/Displaying fields or objects | x | ||
| Generating dynamic barcodes | x |
Security
QUIK! TIP: PDF forms delivered to Quik! for automation should NOT be secured.
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