The Role of Customers & Partners Using Quik! Forms Automation

The Quik! Field Definition is currently designed to meet form automation needs. As businesses change their policies, procedures, and workflows involving forms, Quik! incrementally upgrades the field definition to accommodate customer needs. Customers who use Quik! to automate their forms will find that the form automation solutions also need to adapt and change quickly.

However, in certain instances, it is not possible and unrealistic for Quik! to move as fast as customer requirements change. The result is that the automation is subject to imperfections and requires the customer to partner with Quik! to find a resolution, sometimes requiring the customer to change their process flow and/or form design.

Guidelines for Form Automation:

Follow these best practices to ensure your automation remains consistent and functional.

Best Practices for designing a solution

When designing a solution to pre-fill forms, the best practice is to prefill common, repetitive fields found in our Standard Service Level – prefilling the Premium Service Level fields is possible but more costly to implement and maintain over the long-run.

Report Issues Promptly

If a field problem arises from bundling forms, report the issue to the Quik! Forms team, indicating all the forms involved. Then, discontinue bundling the problem form or warn users about the problem until it can be fixed.

DO NOT USE Non-Quik! (Generic) Fields for Automation

When building automation around the Quik! forms, you can safely rely on fields named according to the Quik! Field Definition, but not randomly named generic fields.

What is a “Generic” field name? - When a field on a form does not match a field defined in the Quik! Field Definition: the field is given a random field name with a prefix name that reflects the form's naming convention (e.g., NFSVC2349.txt1.01 for text fields or NFSVC2349.chk1.01 for checkboxes).

If a non-Quik! (Generic) field is used for automation purposes, the field name may change without notice the next time the form is built.
ETI does not promise to build new versions of a form with the same non-Quik! field names that were used in the old version
The exception is when Quik! uses User-Defined Fields using the Custom Service Level
- User Defined Fields | Potential issue with User Defined Fields:

Expect Delays When Requesting New Fields

When requesting the addition of a new field to the Quik! Field Definition, please anticipate that the process may take at least 90 days or longer. The timeline depends on whether ETI determines the field can be added and when the next software release is scheduled.
ETI always makes best efforts to add fields and deploy them fast to satisfy customer needs
If ETI releases a field before full production release, there are defined methods for using the new field as a non-Quik! field in the Quik! software (please refer to software reference guides)

Frequently Asked Questions (FAQ)

Q: Can I map to generic fields?
A: NO. Quik! does not support mapping to generic fields as they are subject to change without notice. This has a high risk of breaking workflows and is against our policies. Quik! will NOT revert generic fields back to a previous version.

Q: Why does adding a new field take 90 days or more?
A: The process involves approvals, development, and scheduling the update in a software release. We always aim to address requests as quickly as possible.

Q: What should I do if my automation breaks?
A: Immediately report the issue to the Quik! Forms team and follow the recommended interim solutions.