How to Deploy Smart Forms Using Salesforce Flow - Hardcoded Smart Form ID. Deleting Rows and Columns from a Lookup Table Print. Wed, 10 Aug,. Multiple Image Uploads. View the Files on the Salesforce Platform . Once you have completed a Smart Form on the Axsy Mobile App, navigate to the Form Responses tab in the Axsy Smart Forms Web App on Salesforce and to see the completed Form Response, which is most likely the most recent record. 2. How to use Smart Form Mapping – Create Mapping Set. All information in these documents on this portal is provided “as is”, with no. Version Form View Manual Configuration. Axsy Smart Forms Winter '23 Release The following is a list of new features and enhancements that are included as part of the Winter '23 release of Axsy Smart Forms. The Global tab for the Axsy Config Tool is where various global app settings are defined. List the API Names of the Standard and Custom Objects you want to be included in the schema for the Mapping Lookup Tool using the structure below. Please click here for more information on this process: Exporting Smart Forms. Notice of renunciation (Form P17) Notice of withdrawal of application (Form P44) Order for removal of notice of dispute (Form P31) Petition to the court - Estate proceedings ( Form. Double-click an Element to open up the Edit Properties window straight away. Under Process Automation, select Flows. Once the Edit Properties window opens, you will be able to add or amend the Element's core data across several tabs. json. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. By default, the amount of photos a user can upload per Image Upload Element is limitless, however, a limit can be configured in the. You'll get a list of supporting. Config Settings for Smart Form Images. Navigate to the Visibility tab of each of the Text Elements' Edit window and use this formula: BooleanName == false. Tue, 19 Apr, 2022 at 5:20 PM. 34 should also be switched from Aura to LWC. When the Manage Picklists window opens select Create Picklist once. Thank you for visiting the support. Share Summary can be disabled with a Smart Form config setting as shown below in Figure 2. If the lookup field is a custom field, that means including the __r postfix of with the API Name of the lookup field. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Using the Smart Form Designer, drag and drop a Record Lookup Element into a Section. For a Smart Form response size greater than or equal to 132 KB, Axsy builds a JSON file containing the form response upon submitting the form response on completion. 1. Smart Forms are represented as JSON. 1. Tue, 16 May, 2023 at 6:16 PM Smart Form SummaryAvailable in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution After users have completed their Smart Form, there is an opportunity to review answers and make any changes before submitting it as a Form. An example of a SMART-goal statement might look like this: Our goal is to [quantifiable objective] by [timeframe or deadline]. How to deploy Smart Forms using Salesforce Flow - Variable Smart Form ID. Navigate to Setup > Object Manger > Form Response > Page Layout > Form Response Layout and drag and drop Response Data field into the Details Section. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. How to Edit Elements - General. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution When Axsy Smart Forms are completed and submitted. View the Files on the Salesforce Platform . Edit the Element and select its Reference tab. The image metadata is commonly referred to as. Using the Mapping Lookup Tool Print. The Forms page opens with a blank form canvas. In addition to attaching images and signature files to a Smart Form, we also support additional file types (e. CrystalDiskInfo is a free easy-to-use open-source Windows application that will show you S. Save your changes. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Figure 3 shows where levels 1️⃣ and 2️⃣ in the Smart Form correspond to the Salesforce object tree. g. Support Definitions Definitions. Export the Smart Form Firstly, you need to learn how to export a Smart Form. Axsy products are offline first, which means after the initial sync with Salesforce an Axsy mobile app must have all of the data records it needs to work when the app is offline. Setup a Field Service Mobile Setting . The first step to do so is to create a custom record field on the object that is intended to run the Axsy Smart Forms. Gravity Forms cons: Limited choice of pre-made templates. Images captured through Axsy Smart Forms using the device's native camera will contain geolocation information about the image. M. If you run Smart Forms in a way such that all Forms will be run by the same object type, you can create a custom lookup field on the Form Response object that directly relates a Form. Relating Smart Forms to the Object Running the Smart Form Modified on: Fri, 2 Jun, 2023 at 8:13 PM. When viewing the Global tab of the Axsy Config Tool, selecting the Smart. Confirming Form SubmissionNOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. The drag-and-drop builder includes elements, question types, and widgets that aren’t seen on Google Forms or most alternatives. The following Smart Forms have been migrated by Axsy from V1 to V2 format and are available in the FFABIT org as draft format Forms and the FFATEST org as version format Forms. Mapping Syntax Modified on: Fri, 16 Jun, 2023 at 7:15 PM. Yes. Support Plan Summary Plan → Standard Premier Signature Pricing → Included in Axsy licence fees 30% of net Axsy licence fees Contact Axsy for pricin. Managed Package version(s) (e. To view these empty fields, you need to use the field toggle to enable this. Input can often be repetitive or unique, and so targeting a specific iteration means an easier way to access information to replicate it or capture it. Form Layout - Subsections A Subsection – or new screen – will occur in the Axsy Mobile App under the following circumstances: Before and after Loop Elements. After saving the change the Smart Form must also be published, to do so, double click on any Element in a Smart Form Section, do NOT make any changes to the Element, Save the Element, Save the Smart Form and then Publish the Smart Form. So, when the Boolean is set to No (False) the visibility condition is true. . R. The contents of the file lists the API names of the reference objects to be white listed the format below:. In the corresponding box to the right, search for and select Mobile Smart Form axsy_forms_FlowFormRunner as the Legacy Apex action. Tue, 19 Apr, 2022 at 4:47 PM. Note that the name must begin with a Z to avoid conflict between your. From the Salesforce Platform, navigate to Setup > Platform Tools > Object Manager. To do so include axsy_forms__Form__c in your Sync Config Scope. The following Smart Forms have been migrated by Axsy from V1 to V2 format and are available in the FFABIT org as draft format Forms and the FFATEST org as version format Forms. This is configurable in the Admin Console. Example: You can create a new Asset record in a Flow and then run a Smart Form afterwards that maps to the new Asset record. When are Form Response Drafts Saved on Salesforce? When the user is online on the Axsy Mobile App and is filling out a form, the Form Response gets saved as a Draft whenever the user: Taps the Next button to proceed to the next screen of the Smart Form. Figure 1 shows a config that ensures all Smart Form Record ID's are synchronised to mobile devices. Customize Your ED TrackBoard. Login Sign up. Select. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. NOTE: There is no need to do the same for the Element's Label as this is just what is displayed on the screen in the Axsy Mobile App. The JSON for a Form Version is static and is essentially a snapshot of the definition of a Smart Form that the Axsy Mobile App is able to retrieve and display without requirement the corresponding Elements, Sections, Picklists, etc. Save. Support definitions used elsewhere in this section are listed below. All Smart Forms are primed to the Axsy Mobile Apps for Field Service Lightning (FSL) and Retail Execution (RE) at log on. File Upload Elements Using a Filename Formula If a valid filename formula is specified in the file upload tab (see area in red highlight in Figure 1), then the filename formula will be used for the file name. Since v1. . Thu, 10 Mar, 2022 at 4:16 PM. Search Login or Signup to submit a new ticket. Switch to Edit Mode. Delivery Schedule Most of the Smart Forms have been directly or indirectly updated via changes to shared. Wed, 24 May, 2023 at 5:13 PM. You can check the size of your JSON files at any time by exporting them. Draft Format. 3. For more information on Loop Elements and their functionality, please see this article. Select a file or scan a document: Acrobat will automatically analyze your document and add form fields. How to make Smart Forms Visible in the Axsy Mobile Apps – App Extensions. For a change to a shared section to take effect in a specific form, that form needs to be published. For more information on Loop Elements and their functionality, please see this article. 34 and later use LWC and upgrades from versions lower than v1. If multiple Axsy Smart Forms have been created in your Org, it is possible to deploy them via a single Flow rather than deploy each using their own dedicated Flow. This geolocation information is stored as part of the image's embedded metadata set. Axsy Smart Forms support the ability to add an icon to a Text Label Element so that, in the Axsy Mobile App, an icon will appear before the text. Select Add Controlling Value twice (in this case because there are only two values in the Controlling Picklist). Therefore, whenever a time is included in a default date-time/time value, the Axsy app assigns the value the local time of the device that the user is operating on to complete the Smart Form. NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. How to create fillable PDF files: Open Acrobat: Click on the “Tools” tab and select “Prepare Form. The Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce Web UI. g. In the Forms section, the Layers list displays each layer in the map. The Global tab for the Axsy Config Tool is where various global app settings are defined. Axsy Support. The app primes (syncs) all Fields and Related Lists within the configured syncing scope, however, Related Lists need to be on the Page Layout of the record's Object Type in order to synced. Edit the Form Response Object's Page Layout . See all 22 articles. No. Wed, 10 Aug, 2022 at 4:44 PM How to Edit Elements - General Now that you’ve started creating your Smart Form, you’ll need to edit Elements to make the Smart Form more sophisticated. Function. Enable My Domain. Solution home Axsy Smart Forms Smart Form Config Settings. This article will be updated accordingly to reflect any changes to the release scope. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution While creating your Smart Forms, you can choose to have the Designer load in a new window, without the Salesforce details. A fillable PDF form is a PDF. The Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce Web UI. This screen is not explicitly included in the Designer, but is included in all Smart Forms on the Axsy Mobile App. When viewing a Form Version record in the target Org, navigate to the cog icon at the top right-hand corner of the screen and select Edit Page. 6. There are two types of numeric validation rules supported for Smart Forms: Custom (Formulas) Number Range ; Custom. You will be alerted that these changes will affect the other forms that the section appears in when you Save your changes. Axsy Smart Forms support the ability to add an icon to a Text Label Element so that, in the Axsy Mobile App, an icon will appear before the text. Deploying Smart Forms 5. Then click Done. The material provided in these documents on this portal is for informational purposes only and is subject to change without notice. Fantastic selection of add-ons. It is located just under the Designer tab – the furthest button to the left. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution After users have completed their Smart Form, there is an opportunity to review answers and make any changes before submitting it as. Example: To reference two Smart Forms to a Task, the Comments field value would look something like AXSY_FORM_LIST=a1O1x000003qElfEAE,a1O1x000003qEjKEAUIn order to speed up processes for users, Axsy Smart Forms allows users to use the camera to scan in a barcode so information can be automatically filled in the Element's field. Axsy Public Sector, Axsy Retail Execution To export a Smart Form you need to do so through. As an example, if you have a validation formula for an Element ConfirmEmail: ProvideEmail == ConfirmEmail, it is only when you edit the 'ConfirmEmail' Element that the Form will check that the value matches the 'ProvideEmail' Element input. Wed, 24 Aug, 2022 at 7:01 PM. 30% of net Axsy licence fees. 1. It may take a few minutes for the Response Data field to be added to the Form Response Object. Input can often be repetitive or unique, and so targeting a specific iteration means an easier way to access information to replicate it or capture it. Along with testing your Smart Forms on the Axsy Mobile App, it is also possible to run a preview of your form in the web as a quick and efficient way to check that your formulas and element displays are working as intended. Scroll through the menu to see what point you have reached in the Form. Full-Screen Designer. g. How to Edit Elements - General. Mon, 13 Mar, 2023 at 3:10 PM. When Axsy Smart Forms are completed and submitted via the Axsy Mobile App, the Form Responses are sent to the Form Response Object and are stored as a recor. Taps the Next button to proceed to the next screen of the Smart Form. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. NOTE: If the value provided for either ROW or COLUMN does not find a match in the table, the formula will return an. Formula-Based File Naming - Ability to use a formula, including the ability to reference other Smart Form Elements in the formula, to dynamically define the file name for uploaded. This article describes how to do so with a Salesforce Flow which, at run-time, will dynamically determine the Axsy Smart Form to be run based on a custom record field. The image metadata is commonly referred to as. 6. In this case it is 'Work Order'. Example Smart Form ObjectsAxsy Mobile App Details. 2. Creating a New Form To create a new Smart Form on the Salesforce Platform: Use the App Launcher to navigate to Axsy Smart Forms Select the Forms tab Select the New button. ) based on the file types that are accessible on your device. If your Smart Form Sections have conditional visibility formula's the user may not be able to exit out of a Smart Form unless an unconditionally visible Section is available to navigate to. New Mapping Syntax Once values have been inserted using the Mapping Lookup Tool, the syntax will vary slightly depending on whether the element is a Loop Element, the element is contained within a Loop, or the element is referencing a Salesforce Field that is accessed via a Lookup Relationship. Smart Form Response Size >= 132KB. 1. Deploying Smart Forms with Salesforce Flow - Variable Smart Form ID Include axsy_forms__Form__c in Your Sync Config Ensuring Smart Form Mappings are Fully Supported by Your Sync Config To create an Axsy Smart Form, you use the Axsy Smart Form Designer, which is a “what you see if what you get (WYSIWYG)” design tool built on Salesforce. How to make Smart Forms visible in Axsy Mobile Apps – App Extensions. Modified on: Fri, 12 May, 2023 at 6:00 PM. 3. To create an Axsy Smart Form, you use the Axsy Smart Form Designer, which is a “what you see if what you get (WYSIWYG)” design tool built on Salesforce. Then click Done. <form-ID> is the Salesforce ID of the Smart Form you want to export. User settings can reduce the. abccompany. Deploying Smart Forms with Salesforce Flow - Variable Smart Form ID Include axsy_forms__Form__c in Your Sync Config Ensuring Smart Form Mappings are Fully. View all 7. What's New This Release. Config Setting to Disable Smart Form Share Summary. Drag and drop an Action onto the main screen (under the Elements tab of the Toolbox). In this activity, you can assign SAPscript texts and graphics to these placeholders. Here, we are displaying invoice details of customer number 3 in the form of smartform pdf. Syncing Mapped fields in the Axsy app (Deprecated) When you log in to the Axsy app it syncs specific data, making it available for offline use. Type of validation rule. Axsy products are offline first, which means after the initial sync with Salesforce an Axsy mobile app must have all of the data records it needs to work when the app is offline. Choose New. Date and Time is not currently. As Loops are frequently used for mapping purposes only not for looping this will provide greater UI. Select New to create a new custom field. View the Files on the Salesforce Platform . Use the Formula: 'SUM (WindowHeight [])' to add up all the values entered in the WindowHeight element field for all loop iterations and populate a total. 7. This method requires saving the JSON data of the Smart Form into a text file. How to Edit Elements – Validation Rules for Numeric Elements. 1. Figure 1, below illustrates these features: An embedded Sub-section is used that can be revealed or collapsed; Multiple columns are used, in this example 2 columns. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution To export a Smart Form you need to do so through the REST Explorer. Then click Done. Adobe Experience Manager (AEM) provides an easy-to-use solution to create, manage, publish, and update complex digital forms while integrating with back-end processes, business rules, and data. Self Guided. NOTE: To ensure you have access to the the object records you configure for your Record Lookups, you make sure the object records you require are include in your Axsy Sync Config. The following Smart Forms have been migrated by Axsy from V1 to V2 format and are available in the FFABIT org as draft format Forms and the FFATEST org as version format Forms. The first Permission Set is the Axsy Smart Forms Full User. Once you have created an Axsy Smart Form, you can make the Smart Form available in the Axsy Mobile App by setting up a Salesforce Flow. To view the menu, select the three horizontal lines at the top left-hand corner of the screen. To configure an icon for a Text Label Element:To make the Smart Form accessible in the Axsy Mobile – whether you have created a dynamic Smart Form assignment Flow or single Smart Form association Flow – you need to create an App Extension that will allow users to select the Flow on the Axsy Mobile App's Action Menu. DATA: fm_name TYPE rs38l_fnam. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution Smart Forms allow you to add existing Sections that have already been created to other Forms. 31 and above installed and have the relevant access rights to make the changes. The Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce Web UI. Search the services search tool to find more information. Go to Transaction SE73. Config Setting For Check Before Smart Form Submission Modified on: Fri, 14 Jul, 2023 at 8:40 AM. How to deploy Smart Forms using Salesforce Flow - Custom Work Order Field. Once you have created an Axsy Smart Form, you can make the Smart Form available in the Axsy Mobile App by setting up a Salesforce Flow. Configure an Element's Mapping Tab. g. Deploying Smart Forms with Salesforce Flow - Hardcoded Smart Form ID. The above formats do not include time zones. Please click here. How to Create an Axsy Smart Form – Using the Axsy Smart Form Designer. 8. Wed, 31 May, 2023 at 7:51 PM. All Axsy support website instances are prefixed with a company or organisation name followed by the suffix support. In the corresponding box to the right, search for and select Mobile Smart Form (axsy_forms_FlowFormRunner) as the Legacy Apex action. Example Smart Form ObjectsIn Axsy Smart Forms the File Upload Element supports upload of: Images; Documents; Videos; When these file types are are synchronised back to Salesforce they can be found inline with the Form Response as well as being listed in. The white list file must be named: axsy_smart_forms_config. Smart Forms Portal NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. Axsy Support Plans. DFAS is committed to making its information and communication technology accessible to individuals with disabilities in accordance with Section 508 of the Rehabilitation Act of 1973, as amended in 1998 (Section 794d of Title 29, United States Code). In order to speed up processes for users, Axsy Smart Forms allows users to use the camera to scan in a barcode so information can be automatically filled in for an Element's field. Viewing the Additional Data Fields. From the Setup menu select and open the Object Manager. 25 volume 431, “dod civilian personnel management system: performance management and appraisal program,” by providing comprehensive information, advice, and guidance for administering the performance. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution, Axsy Smart Forms In addition to assigning users. Note: Master form templates can contain placeholders for static data, for example, a logo and a footer. g. Exporting Smart Forms. for Salesforce Field Service, Public Sector Solutions or Consumer Goods Cloud - may likely also need to be assigned to users. com website. Select the three horizontal lines at the top left-hand corner of the screen. For persons with disabilities experiencing difficulties accessing content on a particular DFAS. Adding a File in the Mobile App. Export the Smart Form . To switch to Edit Mode you can either: Double-click an Element to open up the Edit Properties window straight away. The Axsy Mobile App loads Smart Forms during the app's initial sync. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution When Axsy Smart Forms are completed and submitted. Then double click on the Apex Action (Legacy) process flow to assign it the Smart Form Salesforce ID captured in Step 1. Smart Forms. Before the information in a Smart Form is sent back to Salesforce as a completed Form, a screen at the end of the Form is displayed to the user to confirm this in the Axsy Mobile App. How to make Smart Forms Visible in the Axsy Mobile Apps – App Extensions. It is located just under the Designer tab – the furthest button to the left. . If the Form is running on a Work Order and you want an Element to map to the 'Phone' field of the Contact assigned to the Work Order, you'd use 'Contact. Save your changes. Mapping between Loops and Related Lists (Deprecated)Please see this article for more information on the Smart Form Designer and Elements: How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. Select Bar Code Symbology as “QR Code 2005” and Click OK. The Data Actions that are available in the Mapping tab of a Loop Element depend on the Mapping Set that has been configured for the Smart Form. HMT - Boiler/Heater Maint. View Version History. Setup in the Designer . Smart Form Text Elements can support a larger capacity for text space. You can enter a name and a description for the bar code. Import the Smart Form. Figure 1 shows a config that ensures all Smart Form Record ID's are synchronised to mobile devices. Then you need to import the Smart Form into the target Org. Viewing the Form Menu. 1. Even if the Element is hidden in this way, the value. New in Axsy Summer '23 is an option to present a warning message to the user before they submit their Smart Form. Enhanced UI for Loops Enhanced UI for Loops. Every element with part of the orange line next to it will be included in the loop. To view these empty fields, you need to use the field toggle furthest to the right side of the screen. 4. Figure 1, below illustrates these features: An embedded Sub-section is used that can be revealed or collapsed; Multiple columns are used, in this example 2 columns. Object Model for Mapping Elements with Record Fields (Deprecated) With Axsy Smart Forms, you can map specific elements in a Smart Form with fields belonging to the source Object record running the Smart Form as well as to fields belonging to Object records that are linked to the source record via a lookup relationship. 53 or above in your Org. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution Once you have added an Element to the Smart Form Designer, you can use the edit function to manage the properties of the Element, including its validation rules. Tue, 19 Apr, 2022 at 4:38 PM. Type of validation rule. First we check if the amount of print-outs is not equal to zero, if this is the case we default it to 1. Axsy Support Support terms are identifiable throughout this article by the use of first letter capitals, please see the list of terms available in this article. Double click on the Apex Action (Legacy) process flow to assign it a value. . Tabs may differ for each Element type. Work Order Line Item), it is also possible to configure the same with a Related List that falls further down the Object Tree via Lookup Objects. The Axsy Smart Forms solution works with all Axsy Mobile Apps and is free, so licenses will automatically be assigned to all users. 1. This means that a Section can be shared across Forms so that any changes made to the Section will be implemented across all of the Forms it exists in. Validation Configuration(1) 1. It's possible to change this setting so that if mapping data from Salesforce exists (non-empty Salesforce Fields), it will override. NOTE: The naming conventions described in this article apply to Axsy Smart Forms Managed Package v1. AR. Select the Form Preview Button in. 1. Config Setting to Disable Smart Form Share Summary. Click Save . In the Axsy app, select. Scroll through the menu to see what point you have reached in the form. 2. Configure how many times the Section should repeat. The JSON for a Form Version is static and essentially a snapshot of the definitions of a Smart Form that the Axsy app can retrieve and display without the corresponding Elements, Sections and Picklists being present in the target Org. Managed Packages. Supported Barcode Formats: UPC E CODE 39 CODE 39 MOD 4. When are Form Response Drafts Saved on Salesforce? When the user is online on the Axsy Mobile App and is filling out a form, the Form Response gets saved as a Draft whenever the user: Taps the Next button to proceed to the next screen of the Smart Form. Without this a user will be forced to. The presentation of Axsy Smart Forms can be enhanced by making use of rich text formatting, revealing collapsable content on demand and making use of columns. 3. C. When are Form Response Drafts Saved on Salesforce? When the user is online on the Axsy Mobile App and is filling out a form, the Form Response gets saved as a Draft whenever the user: Taps the Next button to proceed to the next screen of the Smart Form. How to Edit Elements - General. To make the Smart Form accessible in the Axsy Mobile – whether you have created a dynamic Smart Form assignment Flow or single Smart Form association Flow – you. Paste the above code into ‘%CODE1’. . Example: When you run the Smart Form on the Axsy Mobile App, if 'Element1' and 'Element2' are given the values Paper and Scissors, the Default Value of 'Element3' will be Scissors Wins (referencing cell highlighted in Step 3). This screen is not explicitly included in the Designer, but is included in all Smart Forms on the Axsy Mobile App. 42 Modified on: Wed, 8 Sep, 2021 at 10:12 AM. This document is based on the information from the above SAP-Notes. Then double click on the Apex Action (Legacy) process flow and assign the FormId parameter to the value captured in Step 1 above. Smart Form. Solution home Axsy Smart Forms Smart Form Config Settings. Config Settings to Enable Random Section Smart Form Navigation. The Global tab for the Axsy Config Tool is where various global app settings are defined. Deploying Smart Forms 5. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. If the JSON files are too large they will fail to load or introduce errors when they are executed. Work Order Line Item), it is also possible to configure the same with a Related List that falls further down the. If multiple Axsy Smart Forms have been created in your Org, it is possible to deploy them via a single Flow rather than deploy each using their own dedicated Flow. Axsy is not responsible for any errors or omissions, or for the results obtained from the use of this information. Smart Forms are represented as JSON. Drag and drop a Record Lookup Element into a section in the Designer. Mappings for this Form. Run a Smart Form in the Axsy Mobile App . Full-Screen Designer. As an example, Work Order Line Item is on the related list of a Work Order, and you can have more than one Work. The following example assumes this Object is a Work Order. Modified on: Fri, 2 Jun, 2023 at 7:59 PM. Modified on: Fri, 14 Jul, 2023 at 8:40 AM. While optional, it is suggested to also install the Managed Package for Axsy Smart Forms. Jotform. Then click Done. Salesforce Field Service powered by Axsy - Version Number 1. Example Smart Form ObjectsWhen you run the Smart Form on the Axsy Mobile App, if 'Element1' and 'Element2' are given the values Paper and Scissors, the Default Value of 'Element3' will be Scissors Wins (referencing cell highlighted in Step 3). Disclaimer. Mapping between Loops and Related Lists (Deprecated) In addition to configuring mappings for the individual fields of the record running the Smart Form, you can also loop through information on items in the Related List of the running record. We can require hard stops on questions that be answered and script out logical cascades for the next questions based on. com. No. Axsy Smart Forms supports the ability to upload multiple photos to a single Image Upload Element. Exits the Form screen and selects Yes when prompted whether they want to save their. axsy. To configure a Picklist Element to allow for multiple selection of values, navigate to the Picklist Element's Edit Properties Window and then the Picklist tab. How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. For text validation rules, you will be able to add or amend the following: Text for message to be displayed if the validation rule is not met. This article describes how to do so with a Salesforce Flow which, at run-time, will dynamically determine the Axsy Smart Form to be run based on a custom record field. Always start with the Object you are running the Form from. Updated: 04-Feb-2022 with details of links to FS 5. 0 mobile apps. 2. The Axsy Mobile App will always sync the latest published version of a Smart Form, if one exists. NOTE: When a user selects to use an available Form Response as an answer template, the answers from the Form Response take precedence over any Mappings that may be defined for the Smart Form. Select Axsy Smart Forms, Next > Next > Save. M. This is configurable in the Admin Console. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution As well as using Loops to iterate over information for a Related List directly related to the Object running the Smart Form (e. NOTE: There is no need to do the same for the Element's Label as this is just what is displayed on the screen in the Axsy Mobile App. In the absence of a.