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 2axsy smart forms  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

30% of net Axsy licence fees. This is particularly relevant for Smart Forms as many objects can be referenced in a single 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 presentation. How to Name Elements and Reference Elements. As Loops are frequently used for mapping purposes only not for looping this will provide greater UI. How to Edit Elements - General. Pop-up prompting the user to use a previous Form Response as an answer template. Axsy provides support to your Level 1 Support team assisting You when You have an operational service using Axsy products. Export the Smart Form . MM, SD, LE, dunning,. Solution home Axsy Smart Forms Smart Form Responses. If the value provided for either ROW or COLUMN does not find a match in the table, the formula will return an empty value. set maxAllowed to field value: Select an Element that will be. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution To create an Axsy Smart Form, you use the Axsy Sm. 56 and later. The Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce Web UI. T. Date and Time will display a drop-down list of dates and allow the user to select a time with it. Although the SObject Id field is generic, you will know what Object is running the Smart Form and can. How to Edit Elements - General. 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. C. DOM Meter Barcode. Tue, 16 May, 2023 at 6:16 PM Smart Form SummaryAll the fixes have been performed via the Smart Form Designer. To re-publish a Smart Form, follow the above steps again. Example: When you run the Smart Form on the Axsy Mobile App, if 'Element1' and 'Element2' are given. Smart Forms Portal. The white list file must be named: axsy_smart_forms_config. Give the Apex Action (Legacy) process flow values as follows: New in Axsy Summer &#39;23 is an option to store photos taken during a Smart Form survey with the device camera to the mobile device. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. 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. Smart Form Text Elements can support a larger capacity for text space. 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. 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. 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. Setup a Field Service Mobile Setting . 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. Create a JSON file named axsy_smart_forms_config. How to Name Elements and Reference Elements. 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. 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 GET as the HTTP request. Axsy Public Sector, Axsy Retail Execution To export a Smart Form you need to do so through. You will see below result on screen. Introduction. 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 Edit Elements - General. All information in these documents on this portal. 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. 1173046 – Printer Vendor Wizard Note: Zebra. Gravity Forms is the best plugin for building custom forms. The contents of the file lists the API names of the reference objects to be white listed the format below:. 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. DATA: fm_name TYPE rs38l_fnam. 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. We just would like to. New in Axsy Summer &#39;23 is an option to store photos taken during a Smart Form survey with the device camera to the mobile device. Disclaimer. Fantastic selection of add-ons. Modified on: Tue, 16 May, 2023 at 7:17 PM. 3. This approach eliminates generalities and guesswork, sets a clear timeline, and makes it easier to track progress and identify missed milestones. 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. 7. Select the last Element you want to include in the Loop in the Element to end loop field. . Modified on: Tue, 16 May, 2023 at 7:17 PM. Select the global Edit button and then select the Edit icon next to an element. 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. Form Sections - Shared Sections Modified on: Fri, 12 May, 2023 at 5:27 PM. How to Create an Axsy Smart Form – Using the Axsy Smart Form Designer. Version Format. Navigate to Workbench on the web and login to the Salesforce Org you are exporting from in another browser window. To switch to Edit Mode you can either: Double-click an Element to open up the Edit Properties window straight away. 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. ; When Elements contained in a Subsection Element are visible. 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 are used Included in Axsy licence fees. Viewing the Additional Data Fields. Click Done. axsy. 2. Navigate to the Designer Tab of the Smart Form Under the Designer ta. View a Form Response Record. Switch to Edit Mode. Then click Done. Share Summary can be disabled with a Smart Form config setting as shown below in Figure 2. Select New to create a new custom field. Click on System Bar Code option and Click on Change. Navigate to the Utilities tab and open Rest Explorer. Mapping ConfigurationsAvailable in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Wed, 25 Jan, 2023 at 3:56 PM. 9. 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. 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. Only Salesforce Lightning is supported. Configure the Multiselect Picklist in t. 2. . Axsy Smart Forms supports the ability to allow users to make more than one selection for a Picklist Element. Jotform is a feature-rich form builder with free and premium versions. Confirming Form SubmissionNOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. The Axsy Public Sector Mobile App is built on top of standard Salesforce objects with out-of-the-box support for Salesforce's own no-code tools such as Page Layouts and Mobile Flow. Enhanced UI for Loops. Once the Edit Properties window opens, you will be able to add or amend the Element's core data across several tabs. 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. <form-ID> is the Salesforce ID of the Smart Form you want to export. . The Axsy Mobile App loads Smart Forms during the app's initial sync. . Navigate to the Forms Object. 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. 53 or above in your Org. It's possible to change this setting so that if mapping data from Salesforce exists (non-empty Salesforce Fields), it will override. org Website: CALIENTE: Brenda Northup, City Clerk750772 – Information about the ZPL-II printer driver for Smart Forms. This Permission Set allows the user to have full access to both back-office usage and to run Axsy Smart Forms on the Axsy app. 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. Draft Format. 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. Step 3: SAP Script Font Maintenance. 1. The Axsy Smart Forms solution works with all Axsy Mobile Apps and is free, so licenses will automatically be assigned to all users. Since v1. Exits the Form screen and selects Yes when prompted whether they want to. From the Salesforce Platform, navigate to Setup > Platform Tools > Object Manager. Note: Master form templates can contain placeholders for static data, for example, a logo and a footer. 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. Exits the Form screen and selects Yes when prompted whether they want to save their. Creating a New. No. 2. 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. View Version History. 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. Smart Forms are represented as JSON. Drag and drop the Related Lists component onto the Form Version Page Layout. 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. Version Format. Making use of Smart PDFs involves the following three steps:. 7. Select a file or scan a document: Acrobat will automatically analyze your document and add form fields. All Axsy support website instances are prefixed with a company or organisation name followed by the suffix support. Not your computer? Use a private browsing window to sign in. Assign Form Templates:BOULDER CITY: (closed Fridays) Tami McKay, City Clerk 401 California Avenue Boulder City, Nevada 89005 (702) 293-9208 FAX 293-9245 Email: tmckay@bcnv. 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. ) and are considering converting those to Adobe Forms. Before using this form, you should review the relevant legislation to ensure that there have not been any changes to the legislation or section numbers. User settings can reduce the. Select the Form Preview Button in. There are two main ways you can edit an element. View the Files on the Salesforce Platform . Validation Formula Evaluation Configuration. It is the text in the URL between axsy_forms__Form__c/ and /view <form-ID> is the Salesforce ID of the Smart Form you want to export. A fillable PDF form is a PDF. . To view previous version. Work Order Line Item), it is also possible to configure the same with a Related List that falls further down the. . json. 1. Deploying Smart Forms with Salesforce Flow - Hardcoded Smart Form ID. 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. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution When using Smart Forms on the Axsy Mobile App, users can speak into the microphone to fill in any Text Element when the keyboard is opened. 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. Wed, 31 May, 2023 at 7:51 PM. . Self Guided. 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. videos, PDFs, etc. 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 Response record to the record that ran the Form. Is the issue a pre-production or production (live. Example: To reference two Smart Forms to a Task, the Comments field value would look something like AXSY_FORM_LIST=a1O1x000003qElfEAE,a1O1x000003qEjKEAU 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 the Element&#39;s field. For instance, say you wanted to create an employment application form, you could add columns, a file upload option for. Full-Screen Designer Print. . You can enter a name and a description for the bar code. This screen is not explicitly included in the Designer, but is included in all Smart Forms on the Axsy Mobile App. Config Settings for Mapped Value or Default Value Override. If the JSON files are too large they will fail to load or introduce errors when they are executed. This method of export will always export the most recently published version of the Smart Form. Images captured through Axsy Smart Forms using the device's native camera will contain geolocation information about the image. . Welcome . Solution home Axsy Smart Forms Lookup Table Elements. Home Solutions. No. 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. Figure 1 – Disable Share Summary Configuration. Form Layout - Subsections A Subsection – or new screen – will occur in the Axsy Mobile App under the following circumstances: Before and after Loop Elements. Record Lookup Element - New Form Element that presents a picklist to the user comprised of a list of filtered records for a given object. Overview - Importing and Exporting Forms Print. Click Save . For persons with disabilities experiencing difficulties accessing content on a particular DFAS. Images captured through Axsy Smart Forms using the device's native camera will contain geolocation information about the image. Then create your Dependent Picklist. 1. Smart Forms are represented as JSON. Jotform. Image File Size. Then. 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. Differences Between 'Hidden' and 'Invisible' Elements Hidden. 53 or above in your Org. How to use Smart Form Mapping – Create a Data Mapping. Form Sections - Shared Sections. The first Permission Set is the Axsy Smart Forms Full User. 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. 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. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. Declare some global datas to be used as dynamic variables in the adobe form. Modified on: Fri, 16 Jun, 2023 at 7:30 PM. Once you have opened up the Edit Properties window for a Text Element, select the Validation tab at the top of the window. Mobile Device Details. 1. Easily design these forms using simple-to-use, no-code tools such as Salesforce Dynamic Assessments with Omniscript and Axsy Smart Forms. 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. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. Smart Forms Knowledge Base. 1. Axsy Smart Forms supports the ability to allow users to make more than one selection for a Picklist Element. 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. Validation Configuration(1) 1. All Smart Forms are primed to the Axsy Mobile Apps for Field Service Lightning (FSL) and Retail Execution (RE) at log on. You can check the size of your JSON files at any time by. 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. The Global tab for the Axsy Config Tool is where various global app settings are defined. 2. json. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. 1. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution Lookup Table Elements are a way to access information via a customisable table that takes two inputs and generates a single output value. A Hidden Element is an Element that is not displayed in the Axsy Mobile App due to the outcome of a formula on the Visibility tab being evaluated as true. Select Alignment as “Normal”. For example, by selecting 'Account', a list of available account records will be displayed in the record lookup picklist. If you create a bar code, the system asks whether you want to use the new bar code technology or traditional system bar codes. Contact Axsy for pricing. When uploading photos for Smart Forms, photo sizes are limited or compressed to a width of 1000px. 2. CALL FUNCTION. Solution home Axsy Support Plan Details Axsy Support Plan Details Reproducing Issues in Production Environments Issues reported by users of the Axsy Mobile App in the field can be due to multiple reasons: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. 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. An example of a SMART-goal statement might look like this: Our goal is to [quantifiable objective] by [timeframe or deadline]. 2. To view the menu, select the three horizontal lines at the top left-hand corner of the screen. 1. Select Bar Code Symbology as “QR Code 2005” and Click OK. Figure 3 – Corresponding Level Comparison between the Smart Form and the Object Tree. Form Sections - Shared Sections. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. Example below: 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. g. Available In: Axsy Smart Forms v1. 8. 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. 1. g. Scroll down to the View tab. Smart Form Response Size >= 132KB. In the Details tab of your 'New Picklist', rename your picklist. 3. 2. videos, PDFs, etc. Type of validation rule. Edit the Element and select its Reference tab. Smart Forms have a Share Summary capability available prior to Smart Form submission. 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. Drag and drop the Related Lists component onto the Form Version Page Layout. . Axsy Smart Forms v1. The Axsy Mobile App will always sync the latest published version of a Smart Form, if one exists. 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. 2. 2. Find the Smart Form ID in the Salesforce Web UI by viewing the appropriate Smart Form record and then copying the ID that sits between axsy_forms__Form__C and /view; In the Comments field for the task, enter AXSY_FORM_LIST=<formid> with <formid> being the value found from step 2 above;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. 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. Delivery Schedule Many of the fixes were within shared Smart Form Sections, accordingly most of the I&C Smart Forms have been modified either directly or indirectly as a result of shared Section usage and the Smart Forms listed in Table 1 have been updated as Drafts in the FFABIT. From the Menu options, select Field Service Mobile Flow and then Create. The form creation tool is split up into 3 main parts. 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. Salesforce Org Details. 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. 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. . Then double click on the Apex Action (Legacy) process flow and assign the FormId parameter to the value captured in Step 1 above. 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:. When the Manage Picklists window opens select Create Picklist once. Date and Time. All the file records will be synced back to Salesforce when a data connection is available and viewable via the Related List of the Smart Form Response. Form Sections - Shared Sections. In this activity, you can assign SAPscript texts and graphics to these placeholders. New installations of Smart Forms v1. Electronic TDY Voucher completion: The SmartVoucher makes it easier to complete travel vouchers by guiding you step-by-step through a series of questions then it creates a completed DD Form 1351-2. 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. Axsy Smart Forms Full User: Administrator of Axsy Smart Forms: NOTE: In addition to any Axsy Permission Sets, appropriate Salesforce Permission Sets - e. 31 and above installed and have the relevant access rights to make the changes. Wed, 24 May, 2023 at 5:13 PM. Figure 1 shows a config that ensures all Smart Form Record ID's are synchronised to mobile devices. You can also login with your UAE PASS or register as a customer or employee. If the JSON files are too large they will fail to load or introduce errors when they are executed. The contents of the file lists the API names of the reference objects to be white listed the format below:. As a Project Manager, for Data Centers my expertise lies in coordinating projects that fuel transformation, optimize operations and yield exceptional. Date Only will offer the user a dropdown selection of dates. 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. In a real scenario these values will be send to the Adobe Form from the driver ABAP program or the. Config Setting For Check Before Smart Form Submission Modified on: Fri, 14 Jul, 2023 at 8:40 AM. g. Navigate to the Repeating tab and select the Repeating? toggle to activate it. Figure 1 shows a config that ensures all Smart Form Record ID's are synchronised to mobile devices. From our experience, here are five great ways to use this tool to collect regulatory data: Influenza, Pneumococcal, and COVID-19 vaccine screening. Growjo Indexing and predicting the fastest growing companies in 2023. The text box will be larger on the Axsy Mobile App form screen compared to the standard Text Element's size. As the Work Order is running the Smart Form, no Lookup Fields are used to access the Related List. 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. 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. 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. Next in the Config field for the Smart Form enter "allowRandomAccess":true to enable Random Smart Form navigation. 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. 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 select the most recent record. Retail Execution 1. Smart Form Text Elements can support a larger capacity for text space. 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&#39;s field. Thu, 10 Mar, 2022 at 4:16 PM. 3. View all 7. Modified on: Tue, 30 May, 2023 at 7:24 PM. Managed Packages. Config Setting to Disable Smart Form Share Summary. 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. Taps the Next button to proceed to the next screen of the Smart Form. You can make changes to the section in any form. 4. The Tickets described in these release notes have been fixed by Axsy. 5. Navigate to the Validation Tab of the Edit Window. 4. Deploying Smart Forms 5. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. To view previous version. Version Format. Export the Smart Form Firstly, you need to learn how to export a Smart Form. Then double click on the Apex Action (Legacy) process flow to assign it the Smart Form Salesforce ID captured in Step 1. com website. Example Smart Form ObjectsAxsy Mobile App Details. Search Login or Signup to submit a new ticket. Smart Form Summary : Axsy Knowledge Modified on: Fri, 7 Jul, 2023 at 12:59 PM Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. View all 7. lv_anzal = ls_outputparams –. 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. This applies both to photos taken on the. support. Further extensibility is possible via Axsy's own suite of Salesforce-native, no-code tools such as Smart Forms and Dashboards. See all 22 articles. Section Name. 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. For a new Smart Form, select New Flow. Deploying Smart Forms 5. Salesforce Field Service powered by Axsy - Version Number 1. In Salesforce, navigate to Setup > Users. . Exits the Form screen and selects Yes when prompted whether they want to save their progress. The Forms page opens with a blank form canvas. Import the Smart Form. g. 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. Enter a SQOL-based formula. Save your changes. HMT - Boiler/Heater Maint. Information Collected by AxsyNow that you’ve started creating your Smart Form, you can map data from Salesforce Objects into a Smart Form and map data captured in a Smart Form back to Salesforce Objects. Solution home Axsy Smart Forms Smart Form Data Mapping. By default, the amount of photos a user can upload per Image Upload Element is limitless, however, a limit can be configured in the. This Permission Set is suitable for users who are designing, managing and creating Smart Forms via the Designer. Support Model. Wed, 25 Jan, 2023 at 3:56 PM. Navigate to the Validation tab of a Numeric Input Element. Modified on: Fri, 14 Jul, 2023 at 8:40 AM. Note that the name must begin with a Z to avoid conflict between your. 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. 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. Navigate to the Forms Object. 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. 4. 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. Smart Form. Once the Edit Properties window opens, you will be able to add or amend the Element's core data across several tabs. Login Sign up. Wed, 24 Aug, 2022 at 7:01 PM. 1. 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. You can build a form for each of the three layers, but for this tutorial you'll focus on the Amenities layer, which is. Axsy Solution License Required? AppExchange Listing; Axsy Smart Forms: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. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution, Axsy Smart Forms In addition to assigning users. ) Axsy Managed Packages.