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. Deploying Smart Forms 5. 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. Any changes made on Salesforce which affect the Smart Form will not be automatically updated within the Axsy Mobile Apps, meaning a re-login is required to prime any Smart Form. Smart Forms Portal NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. Figure 3 – Corresponding Level Comparison between the Smart Form and the Object Tree. Solution home Axsy Smart Forms Smart Form Config Settings. Config Settings for Mapped Value or Default Value Override. 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. Mobile device model(s) (e. Therefore, the 4MB JSON file limit should not be exceeded as your forms may not function within the Axsy Mobile Apps. 2. You can make changes to the section in any form. Once a form has been published it becomes read-only, meaning that any changes saved to the Smart Form in the Designer are considered to be in a draft state and will not be synced to the Axsy Mobile App until the Smart Form is re-published. Work Order Line Item), it is also possible to configure the same with a Related List that falls further down the. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution and Axsy Smart Forms The following barcode formats are supported when scanning barcodes with the camera: UPC E CODE 39 CODE 39 MOD 43. 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. Custom Lookup Fields and Custom Related Lists use the suffix. 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. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution A Standard Picklist is the simplest type of picklist supported on Smart Forms, presenting the user with a drop-down menu to select a single option. CALL FUNCTION. Use the formula: 'COUNT (WindowLocation [])' to count. Axsy Smart Forms Summer '23 Release The content and features of this release should not be considered final until the release is made generally available. Smart Forms 1. Calling the Adobe form is different than calling a Smart Form object; To call an Adobe Form you need to open and close the spool job yourself. Select the magnifying glass next to a Field Mapping input. 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. Images captured through Axsy Smart Forms using the device's native camera will contain geolocation information about the image. Without this a user will be forced to. Drag and drop an Action onto the main screen (under the Elements tab of the Toolbox). 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. Config Settings to Enable Random Section Smart Form Navigation. By default, the amount of photos a user can upload per Image Upload Element is limitless, however, a limit can be configured in the Image Upload Element's Edit Properties window. Then click Done. Syntax for Mapping Elements with Record Fields. Axsy provides support to your Level 1 Support team assisting You when You have an operational service using Axsy products. Exits the Form screen and selects Yes when prompted whether they want to. Tue, 16 May, 2023 at 7:36 PM. Deploying Smart Forms with Salesforce Flow - Hardcoded Smart Form ID. Other Smart Form Objects are covered in a separate guide. 31 and above installed and have the relevant access rights to make the changes. 5 Examples of Regulatory Data Collection Using Epic Flowsheet SmartForms™. For Date and Time, the format should be: "yyyy-MM-dd HH:mm:ss". 53 or above in your Org. Axsy Smart Forms supports the ability to add a Text Icon to a Text Label Element so that in the Axsy Mobile App an icon will appear before the text. Then click Done. In a real scenario these values will be send to the Adobe Form from the driver ABAP program or the. 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 basis for generating a PDF document within the Axsy Mobile App is a fillable PDF form which acts as a template. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. The supported icon types are as follows: Action; Info; Required; Warning; Configuring the Text Label Icon. Configuring Mapping Between Loops and Related Lists 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. Solution home Axsy Smart Forms Creating Smart Forms. 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. . To configure an icon for a Text Label Element:Solution home Axsy Smart Forms Smart Form Responses. Search the services search tool to find more information. Then double click on the Apex Action (Legacy) process flow and assign the FormId parameter to the value captured in Step 1 above. 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. NOTE: Hidden fields will always be empty when sent back to Salesforce in the FormIn addition to attaching images and signature files to a Smart Form, we also support additional file types (e. Level 1 Support means the support service provided by You for Your end-users, including:. attributes for mechanical hard drives (HDD), solid-state drives (SSD), and Non-Volatile Memory Express (NVMe) drives. DOM Meter Barcode. If the JSON files are too large they will fail to load or introduce errors when they are executed. . Config Settings for Mapped Value or Default Value Override. Setup a Field Service Mobile Setting . To view previous version. Scroll down to the View tab. Available in: Axsy Smart Forms, All Axsy Mobile Apps The default Smart Form navigation behaviour is for proceed by completing one Section after another until all the Sections are completed in a top to bottom manner. 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. Using the Mapping Lookup Tool Print. All information in these documents on this portal is provided “as is”, with no. Drag and drop the Related Lists component onto the Form Version Page Layout. Using the Smart Form Designer, drag and drop a Record Lookup Element into a Section. The following is a list of new features and enhancements that are included as part of the Winter '23 release of Axsy Smart Forms. Navigate to the Utilities tab and open REST Explorer. Add new form fields: Use the top toolbar and adjust the layout using tools in the right pane. Example: In the above screenshot, the Element Name begins with a prefix referencing the Smart Form Name to ensure similar Elements in different forms don't end up with identical names. 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. set maxAllowed to field value: Select an Element that will be. SmartVoucher makes sure all the required fields are filled in to create a complete and accurate voucher. ELSE. With Hidden Elements, no value is sent back to Salesforce in the Form Response. Reporting. Image File Size. To enable multiple Smart Forms to be accessed in a single Task, simply separate each Smart Form ID with a comma. Select the Edit button for the Section. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Smart Form Data Mapping 9. The Global tab for the Axsy Config Tool is where various global app settings are defined. This is usually stored as the longitude and latitude coordinates of the image. If the current year is 2020, we only allow a date range from January 1st 1920 to December 31st 2030. How to Name Elements and Reference Elements. 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. 34 and later use LWC and upgrades from versions lower than v1. File variants and signatures may also be synced back to the related list of the record running the smart form. Then double click on the Apex Action (Legacy) process flow and assign the FormId parameter to the value captured in Step 1 above. Full-Screen Designer. We do NOT need advanced features like interactive forms, electronic signature etc. Providing resolutions to common problems for. User settings can reduce the. 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. Navigate to the Visibility tab of each of the Text Elements' Edit window and use this formula: BooleanName == false. Modified on: Mon, 5 Jun, 2023 at 10:01 PM. By default, the amount of photos a user can upload per Image Upload Element is limitless, however, a limit can be configured in the. set maxAllowed to number: Set a number in the field. From the Setup menu select and open the Object Manager. Step 4 of 5 Zero-code adaptability . 3. 31 and above installed and have the relevant access rights to make the changes. How to Edit Elements - General. 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. Form Sections - Shared Sections Modified on: Fri, 12 May, 2023 at 5:27 PM. Smart Forms. Mapping Related Lists Further Down the Object Tree (Deprecated) As well as using Loops to iterate over information for a Related List directly related to the Object running the Smart Form (e. Deploying Smart Forms with Salesforce Flow - Hardcoded Smart Form ID. . Next in the Config field for the Smart Form enter "allowRandomAccess":true to enable Random Smart Form navigation. Create a Picklist. Guidance to Level 1 Support Teams Reporting Issues to Axsy Level 2 Support. New in Axsy Summer '23 is an option to store photos taken during a Smart Form survey with the device camera to the mobile device. This is usually stored as the longitude and latitude coordinates of the image. Select. MM, SD, LE, dunning,. Config Setting For Check Before Smart Form Submission Modified on: Fri, 14 Jul, 2023 at 8:40 AM. <form-ID> is the Salesforce ID of the Smart Form you want to export. 3. Copy the provided embed code and place within a page on your website, or use the dedicated secure URL to share. Date and Time will display a drop-down list of dates and allow the user to select a time with it. In 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 File section of the Form Response related list. The Settings tab of the Axsy Mobile app in the Salesforce Web UI provides access to the Axsy Config Tool which is used for configuring the behaviour of the Axsy Mobile App. A Standard Picklist is the simplest type of picklist supported on Smart Forms, presenting the user with a drop-down menu to select a single option. In this example, the custom field would be a lookup field to the Work Order Object as this is what is running the Form on the Axsy Field Service App. Prior to v1. You may need to complete and submit (also referred to as “file”) court forms for your legal matter. How to Deploy Smart Forms Using Salesforce Flow - Hardcoded Smart Form ID. Pop-up pr. 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. Export the Smart Form Firstly, you need to learn how to export a Smart Form. Related List path uses one Lookup Field to access the Related List from the Work Order :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. 6. No. 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 presentation. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution A Standard Picklist is the simplest type of picklist supported on Smart Forms, presenting the user with a drop-down menu to select a single option. 2. Smart Forms are represented as JSON. 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. 42 Modified on: Wed, 8 Sep, 2021 at 10:12 AM. Mobile app version(s). 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. View a Form Response Record. From the Menu options, select Field Service Mobile Flow and then Create. 2. 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 a Form. 1173046 – Printer Vendor Wizard Note: Zebra. Choose New. The file upload element allows the following file variants to be captured: Images; Documents; Videos; Additionally the signature element allows capture of: 4. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. Edit the Form Response Object's Page Layout . g. Step 4 of 5 Zero-code adaptability . You'll get a list of supporting. Exits the Form screen and selects Yes when prompted whether they want to save their progress. View all 7. There are two main ways you can edit an element. Smart Form Text Elements can support a larger capacity for text space. Figure 3 shows where levels 1️⃣ and 2️⃣ in the Smart Form correspond to the Salesforce object tree. Import the Smart Form. It offers over 10,000 templates and hundreds of themes (only some of which are free). Smart Forms Formatting. The material provided in these documents on this portal is for informational purposes only and is subject to change without notice. Smart Forms are represented as JSON. Figure 1 – Disable Share Summary Configuration. Modified on: Fri, 16 Jun, 2023 at 7:30 PM. Version Format. Click OK to proceed. How to use Smart Form Mapping – Create a Data Mapping. Navigate to the Manage Picklists button. Figure 3 shows where levels 1️⃣ and 2️⃣ in the Smart Form correspond to the Salesforce object tree. Images captured through Axsy Smart Forms using the device's native camera will contain geolocation information about the image. New in Axsy Summer '23 is an option to present a warning message to the user before they submit their Smart Form. Confirming Form SubmissionWhen completing a Smart Form in the Axsy Mobile App, users can view how far they are in a Form, along with Section Names, Subsection Names, and Loop iterations. Note: If you want to allow other Smart Form Designer users to use the Mapping Lookup Tool with the same whitelist file, share the file. 2. How to Edit Elements - General. 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. 56 and later. 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. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution A Standard Picklist is the simplest type of picklist supported on Smart Forms, presenting the user with a drop-down menu to select a single option. 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. 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. Check S. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. The unspecified Limit field causes every Smart Form to be synchronised – this introduces a very small sync overhead but can safely be used as an unlimited query. Navigate to the Manage Picklists button. 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. NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. Axsy Smart Forms supports the ability to upload multiple photos to a single Image Upload Element. How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. Viewing the Form Menu. A Flow can then reference this custom field and dynamically. axsy. 4. Form Version Import provides a way to import the JSON for a Smart Form into a target Org, without the automatic creation of the corresponding Smart Form components - such as. Axsy app version; NOTE: In order to add these to the Form Response Page Layout you will need to have the Smart Forms Managed Package 1. Deploying Smart Forms 5. g. Form Sections - Shared Sections. 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. Type of validation rule. Modified on: Fri, 2 Jun, 2023 at 7:59 PM. For example, by selecting 'Account', a list of available account records will be displayed in the record lookup picklist. In the corresponding box to the right, search for and select Mobile Smart Form (axsy_forms_FlowFormRunner) as the Legacy Apex action. department of defense performance management and appraisal program toolkit this toolkit supplements department of defense instruction 1400. Learn moreAbout AEM Forms. 2. . Tabs may differ for each Element type. While creating your Smart Forms, you can choose to have the Designer load in a new window, without the Salesforce details located above it for a larger UI experience. 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. View a Form Response Record. g. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. Deploying Smart Forms 5. 1. Navigate to Workbench on the web and login to the Salesforce Org you are exporting from in another browser window. 1. From the Salesforce Platform, navigate to Setup > Platform Tools > Object Manager. Setup in the Designer . Configure the Multiselect Picklist in t. 1. The Forms page opens with a blank form canvas. Support Plan Summary Plan → Standard Premier Signature Pricing → Included in Axsy licence fees 30% of net Axsy licence fees Contact Axsy for pricin. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution The Axsy Smart Forms Designer UI and Form Response UI do not support Salesforce Classic. Image File Size Print. Printing a Form Response Print. 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. Creating a New. If the lookup field is a custom field, that means including the __r postfix of with the API Name of the lookup field. 3. For more information on Loop Elements and their functionality, please see this article. How to Create an Axsy Smart Form – Using the Axsy Smart Form Designer. Example: When you run the Smart Form on the Axsy Mobile App, if 'Element1' and 'Element2' are given. In the corresponding box to the right, search for and select Mobile Smart Form (axsy_forms_FlowFormRunner) as the Legacy Apex action. Smart Form. Axsy Smart Forms support the following file types in the Axsy Mobile App: Image Upload Element Attach a Photo Taken From the Device's Camera Ro. Solution home Axsy Smart Forms Lookup Table Elements. Disclaimer. Export the Smart Form Firstly, you need to learn how to export a Smart Form. If no published versions exist, then the Axsy Mobile App will sync the latest draft version of a Smart Form saved in the Designer. While we have made every attempt to ensure that the information contained in these documents on this portal is accurate and complete, Axsy is not responsible for any errors or omissions, or for the results obtained from the use of this information. Config Setting For Check Before Smart Form Submission. Please note that the conclusions in this document are purely based on my. 2. Smart Form Response Size >= 132KB. 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 presentation. These types encompass areas like linguistic, logical-mathematical, musical, spatial, bodily-kinesthetic, interpersonal, intrapersonal, and naturalistic intelligences, emphasizing a. You will see below result on screen. T. 1. With 18 years of commitment to the continuously evolving Telecom industry I have gained extensive experience as a professional who embraces the forefront of technology and innovation. Further extensibility is possible via Axsy's own suite of Salesforce-native, no-code tools such as Smart Forms and Dashboards. 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. If you run Smart Forms in a way that all forms will be run by the same Object Type,. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution When completing a Smart Form in the Axsy Mobile A. 5. . Thank you for visiting the support. being present in the target Org. 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. Navigate to Setup > Object Manger > Form Response > Page Layout > Form Response Layout and drag and drop Response Data field into the Details Section. Deploying Smart Forms with Salesforce Flow - Variable Smart Form ID Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. 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. 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. 4. 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. The Settings tab of the Axsy Mobile app in the Salesforce Web UI provides access to the Axsy Config Tool which is used for configuring the behaviour of the Axsy Mobile App. Axsy Smart Forms support the following file types in the Axsy Mobile App: Image Upload Element Attach a Photo Taken From the Device's Camera Roll 1. 4. No. Now deploy your application to SAP ABAP server and run the application. Create Order Panels & Save Order Preferences. 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. All Axsy support website instances are prefixed with a company or organisation name followed by the suffix support. Select the global Edit button and then select the Edit icon next to an element. Configure the web form. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. NOTE: Hidden fields will always be empty when sent back to Salesforce in the FormSolution home Axsy Smart Forms Smart Form Data Mapping. Example Smart Form ObjectsAxsy Smart Forms Full User: Administrator of Axsy Smart Forms: NOTE: In addition to any Axsy Permission Sets, appropriate Salesforce Permission Sets - e. 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. For Numeric 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. 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. Mapping Related Lists with the Mapping Lookup Tool As well as using Loops to iterate over information for a Related List directly related to the Object running the Smart Form (e. To switch to Edit Mode you can either: Double-click an Element to open up the Edit Properties window straight away. Smart Form Config Settings 5. 3. provided by Adobe Forms technology. In 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. 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. Step by step methods to create an adobe form with dynamic variables along with an external layout. How to make Smart Forms visible in Axsy Mobile Apps – App Extensions. Please click here for more information on this process: Exporting Smart Forms. com. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution 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 Elements and formulas are displaying and working as intended. The Date and Time option is only available when the Axsy app is being run on iOS devices. This approach eliminates generalities and guesswork, sets a clear timeline, and makes it easier to track progress and identify missed milestones. g. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution 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 Elements and formulas are displaying and working as intended. Validation Configuration(1) 1. In this activity, you can assign SAPscript texts and graphics to these placeholders. To view these empty fields, you need to use the field toggle to enable this. videos, PDFs, etc. This is configurable in the Admin Console. 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. Save your changes. By default, when an Axsy Smart Form has been completed, any fields that have not been answered will not be displayed in the Form Response Viewer. 1. Next in the Config field for the Smart Form enter "allowRandomAccess":true to enable Random Smart Form navigation. 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. Form Sections - Shared Sections. Tue, 19 Apr, 2022 at 4:50 PM. To view these empty fields, you need to use the field toggle furthest to. The Record Lookup Element type is enhanced in Axsy Summer '23 to allow: Multiple fields to be used in the descriptive labels Picklists to allow multi-select Enhanced filtering, using "@ references" to other Elements to provide further flexibi. 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. When completing a Smart Form in the Axsy Mobile App, users can view how far they are in a Form, along with Section Names, Subsection Names, and Loop iterations. Select GET as the HTTP request. To view the menu, select the three horizontal lines at the top left-hand corner of the screen. This method of export will always export the most recently published version of the Smart Form. NOTE: If the value provided for either ROW or COLUMN does not find a match in the table, the formula will return an. 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. When viewing the Global tab of the Axsy Config Tool, selecting the Smart. Jump To Elements cannot have a target Element that is a Loop Element or an Element within the Loop. Multiple Image Uploads. Wed, 14 Sep, 2022 at 4:53 PM. 2. The material provided in these documents on this portal is for informational purposes only and is subject to change without notice. All of the responses provided by the user are. Axsy is not responsible for any errors or omissions, or for the results obtained from the use of this information. Configure the Multi-Select Picklist in the Designer. Once the Edit Properties window opens, you will be able to add or amend the Element's core data across several tabs. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Modified on: Tue, 16 May, 2023 at 7:17 PM. 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. . Then click Done. The text box will be larger on the Axsy Mobile App form screen compared to the standard Text Element's size. Solution home Axsy Smart Forms Smart Form Responses. Using estimated annual revenue, competitor analysis, “number of employees” growth, funding news, sales & financials, valuation increases and other growth triggers, we have created the list below. 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. Navigate to the Utilities tab and open Rest Explorer. support. Home Solutions. To re-publish a Smart Form, follow the above steps again. Solution home Axsy Smart Forms Smart Form Config Settings. User signaturesAxsy Smart Forms Summer '22 Release The following is a list of new features and enhancements that are included as part of the Summer '22 release of Axsy Smart Forms. Exits the Form screen and selects Yes when prompted whether they want to save their. Tue, 16 May, 2023 at 7:17 PM. Navigate to the Forms Object 1. 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 presentation. 1. Login Sign up. To create a new Smart Form on the Salesforce Platform, select the Forms tab and then + New Form. Covered in this Article: Sections; Toolbox; Section Elements; Sections. Next in the Config field for the Smart Form enter "allowRandomAccess":true to enable Random Smart Form navigation. Axsy Smart Forms supports the ability to upload multiple photos to a single Image Upload Element. 53 or above in your Org. Yes. Please click here. A Flow can then reference this custom field and dynamically. Availability: All Support Plans. File variants and signatures may also be synced back to the related list of the record running the smart form. Wed, 25 Jan, 2023 at 3:56 PM. Every element with part of the orange line next to it will be included in the loop. . Navigate to the Utilities tab and open Rest Explorer. 2. Salesforce Org Details. You can create a Salesforce record on the Axsy app via a Flow, Quick Action or Smart Form while offline, and then edit that record in a different Smart Form or Flow – still offline – before it is synced to the Salesforce Platform. When the user comes across a File Upload element with the Document variant, they will be prompted to select an existing file on their device and attach it to the Smart Form. The process to setup the. The following example assumes this Object is a Work Order. . The form creation tool is split up into 3 main parts. File Upload and Signature Elements. . Salesforce Field Service powered by Axsy - Version Number 1. 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. Type out the Label of the Object running the Smart Form.