When creating a Sitemate Link, you may see warnings after the link is successfully created. These warnings indicate that certain fields in your template will not function in the Sitemate app. This article explains why this happens and how to resolve it.
What’s happening (Core Section)
After creating a Sitemate Link, a message appears outlining warnings such as:
Workflow Template Detected
Sitemate Scan ID Field Detected
Person Field Detected
Although the link is created successfully, some fields in the linked template will appear disabled for users completing the form via the Sitemate app.
The form can still be submitted, but specific fields will not be usable.
Why this happens
These warnings appear when the template used in the Sitemate Link includes field types or configurations that are not supported in Sitemate app submissions.
1. Workflow Templates
If the template is set up as a workflow:
Users can only complete fields above the first approval signature in the Sitemate app.
Fields below the first approval signature will be visible but cannot be filled out.
Those fields can later be completed in Dashpivot.
2. Scan Sitemate ID Fields
If the template contains a Scan Sitemate ID field:
This field cannot be used in forms submitted via the Sitemate app.
It will appear disabled.
The rest of the form can still be completed.
3. Person Fields
If the template contains a Person field:
This field cannot be used in forms submitted via the Sitemate app.
It will appear disabled.
The rest of the form can still be completed.
How to fix it
Follow the steps below depending on the warning shown:
Fix Workflow Template Warnings
Open the template in the template editor.
Locate the first approval signature field.
Move any fields that need to be completed via the Sitemate app above the first approval signature.
Save and republish the template.
Recreate the Sitemate Link if required.
Fix Scan Sitemate ID Field Warnings
Open the template in the template editor.
Locate any Scan Sitemate ID fields.
Remove or replace them with a supported field type (e.g., text or dropdown).
Save and republish the template.
Recreate the Sitemate Link.
Fix Person Field Warnings
Open the template in the template editor.
Locate any Person fields.
Replace them with a supported alternative (e.g., text field or dropdown).
Save and republish the template.
Recreate the Sitemate Link.
If the issue continues
Confirm you are editing and publishing the correct template version.
Ensure the updated template has been applied to the Sitemate Link.
Create a test link using a simple template (no workflows, Scan ID fields, or Person fields) to isolate the issue.
Contact Support and provide screenshots of the warning message and your template configuration.