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. Select the three horizontal lines at the top left-hand corner of the screen. Full-Screen Designer. Config Setting For Check Before Smart Form Submission. Can I Jump To a Loop Element? No. The material provided in these documents on this portal is for informational purposes only and is subject to change without notice. M. 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. When mobile workers fill out and submit a form in Field Maps, they are adding or updating a feature within the layer. 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. Smart Form Config Settings 2. Sections that have conditio. 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. The Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce Web UI. Click on Create (F5). Now deploy your application to SAP ABAP server and run the application. Yes. 1. , iPad 7th Gen, etc. 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. All Smart Forms are primed to the Axsy Mobile Apps for Field Service Lightning (FSL) and Retail Execution (RE) at log on. In the same way as a Standard Picklist, rename it under the Details tab and then navigate to the Values tab. Setup in the Designer . Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. An example of a SMART-goal statement might look like this: Our goal is to [quantifiable objective] by [timeframe or deadline]. . 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. ) Axsy Managed Packages. 6. 7. To switch to Edit Mode you can either: Double-click an Element to open up the Edit Properties window straight away. The Add button will no longer be shown when a Smart Form Loop has only a single iteration. Smart Form. There are many different forms for each types of court matter and. View all 7. g. 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. 4. Smart Form Assistance If you are unable to find the information you require from the Smart Forms Knowledge Base and need further assistance, then please contact Axsy via your support portal providing as much information as you can to help us assist us in your enquiry. g. To view these empty fields, you need to use the field toggle to enable this. You can check the size of your JSON files at any time by. Modified on: Fri, 14 Jul, 2023 at 8:40 AM. Config Settings for Smart Form Images Print. Click on System Bar Code option and Click on Change. 56 and later. Wed, 24 May, 2023 at 5:13 PM. Date and Time will display a drop-down list of dates and allow the user to select a time with it. . There are two main ways you can edit an element. View all 7. 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. 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. Deploying Smart Forms 5. Smart Forms Knowledge Base. 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 Axsy Smart Forms supports the ability to upload multiple photos to a single Image Upload Element. In the Details tab of your 'New Picklist', rename your picklist. Introduction. Enter a SQOL-based formula. Mapping between Loops and Related Lists. This. File Upload and Signature Elements The file upload element allows the following file variants to be ca. 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. Please see the appropriate Salesforce documentation for more info. 1. You can build a form for each of the three layers, but for this tutorial you'll focus on the Amenities layer, which is. This data is displayed on each form page. M. 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. Enhanced UI for Loops Enhanced UI for Loops. How to Deploy Smart Forms Using Salesforce Flow - Hardcoded Smart Form ID. Disclaimer. 34 Aura Components were used. 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. Drag and drop a Record Lookup Element into a section in the Designer. 2. Smart Forms. The following example assumes this Object is a Work Order. These types encompass areas like linguistic, logical-mathematical, musical, spatial, bodily-kinesthetic, interpersonal, intrapersonal, and naturalistic intelligences, emphasizing 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 to see the completed Form Response, which is most likely the most recent record. Exporting Smart Forms. Wed, 25 Jan, 2023 at 3:56 PM. 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 Implementation Support Initial Org Setup. This article will be updated accordingly to reflect any changes to the release scope. Add new form fields: Use the top toolbar and adjust the layout using tools in the right pane. The contents of the file lists the API names of the reference objects to be white listed the format below:. Without this a user will be forced to. Type of validation rule. 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. g. 2. If the value provided for either ROW or COLUMN does not find a match in the table, the formula will return an empty value. 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. 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. g. Step 4 of 5 Zero-code adaptability . Viewing the Additional Data Fields. 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. All information in these documents on this portal. Deploying Smart Forms 5. 3. being present in the target Org. The text box will be larger on the Axsy Mobile App form screen compared to the standard Text Element's size. Select the magnifying glass next to a Field Mapping input. A Flow can then reference this custom field and dynamically. g. Figure 1 shows a config that ensures all Smart Form Record ID's are synchronised to mobile devices. Mobile device model(s) (e. Edit the Form Response Object's Page Layout . Next in the Config field for the Smart Form enter "allowRandomAccess":true to enable Random Smart Form navigation. support. 2. Government search facility for. Config Settings for Mapped Value or Default Value Override Print. If no published versions exist, then the Axsy Mobile App will sync the latest draft version of a. 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. Config Setting to Disable Smart Form Share Summary. . Adding a File in the Mobile App. Viewing the Form Menu. . 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. Scroll through the menu to see what point you have reached in the Form. 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. 2. 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. Select. This file gets created on Salesforce as a ContentDocument and linked to the form response record as a related file. Sections that have conditional visibility formulas may be skipped if they are not visible and jump to's may be used to go to a. g. Images captured through Axsy Smart Forms using the device's native camera will contain geolocation information about the image. . Select Add Controlling Value twice (in this case because there are only two values in the Controlling Picklist). 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. Enable My Domain. Scroll through the menu to see what point you have reached in the Form. 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 View. To view these empty fields, you need to use the field toggle furthest to the right side of the screen. Edit the Element and select its Reference tab. Without this a user will be forced to. 2. Scroll to the top of the Picklist Menu and select the 'New Picklist'. 42 Modified on: Wed, 8 Sep, 2021 at 10:12 AM. Smart Forms. To view these empty fields, you need to use the field toggle furthest to. The above formats do not include time zones. 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. Figure 3 shows where levels 1️⃣ and 2️⃣ in the Smart Form correspond to the Salesforce object tree. Please click here. Proceed as follows: Start transaction SE73, and choose System Bar Codes Change. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. The Global tab for the Axsy Config Tool is where various global app settings are defined. The file upload element allows the following file variants to be captured: Images; Documents; Videos; Additionally the signature element allows capture of: 4. 1. 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's field. You can select parts of the form. 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. 2. 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. File Upload and Signature Elements The file upload element allows the following file variants to be ca. Example: Contacts Related ListAxsy Smart Forms Winter '23 Release. Navigate to the Utilities tab and open Rest Explorer. Custom Lookup Fields and Custom Related Lists use the suffix. 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. For persons with disabilities experiencing difficulties accessing content on a particular DFAS. Time Only will only display times. Smart Forms are represented as JSON. 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. Export the Smart Form . Select Axsy Smart Forms, Next > Next > Save. 1. com. Viewing the Additional Data Fields. From the Setup menu select and open the Object Manager. 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. Figure 1 shows a config that ensures all Smart Form Record ID's are synchronised to mobile devices. Select App Default and then the Assign as App Default Button beneath. Date and Time. videos, PDFs, etc. 7. Navigate to the Validation Tab of the Edit Window. Configure how many times the Section should repeat. How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. The Tickets described in these release notes have been fixed by Axsy. Config Settings for Mapped Value or Default Value Override. Version Format. 1173046 – Printer Vendor Wizard Note: Zebra. Available In: Axsy Smart Forms v1. Deleting Rows and Columns from a Lookup Table Print. Click on the Setup Cog and select Setup. 2. Images captured through Axsy Smart Forms using the device's native camera will contain geolocation information about the image. Smart Forms are represented as JSON. CALL FUNCTION. 56 and later. 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. For more on how to edit an Element in the Designer, please see this article for more information: How to Edit Elements - General 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. From the Menu options, select Field Service Mobile Flow and then Create. The Global tab for the Axsy Config Tool is where various global app settings are defined. 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. 3. Pop-up pr. To switch to Edit Mode you can either: Double-click an Element to open up the Edit Properties window straight away. Tabs may differ for each Element type. Smart Forms have a Share Summary capability available prior to Smart Form submission. AEM Forms combine form authoring, management, and publishing along with correspondence management capabilities,. 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. 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. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. . Mobile device OS version(s). 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. How to Edit Elements – Validation Rules for Text Elements. Axsy Smart Forms allows users to reference Elements from a specific Loop iteration by using indexes. ) based on the file types that are accessible on your device. 2. Config Settings for Smart Form Images. Edit the Element and select its Reference tab. So, when the Boolean is set to No (False) the visibility condition is true. Creating a New. 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. 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. 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. The first Permission Set is the Axsy Smart Forms Full User. Import the Smart Form. Smart Forms. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution, Axsy Smart Forms In addition to assigning users. Working with the Designer Smart Forms - Versioning. Double-click an Element to open up the Edit Properties window straight away. 1. This method of export will always export the most recently published version of the Smart Form. So it is always advised to use the Function Module SSF_FUNCTION_MODULE_NAME to get the Function Module name by passing the Smart Form name. You can check the size of your JSON files at any time by exporting them. How to deploy Smart Forms using Salesforce Flow - Variable Smart Form ID. 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. Availability: All Support Plans. In the absence of a. 53 or above in your Org. SmartVoucher makes sure all the required fields are filled in to create a complete and accurate voucher. For Date and Time, the format should be: "yyyy-MM-dd HH:mm:ss". 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. Relating Smart Forms to the Object Running the Smart Form Modified on: Fri, 2 Jun, 2023 at 8:13 PM. It is located just under the Designer tab – the furthest button to the left. 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. If the current year is 2020, we only allow a date range from January 1st 1920 to December 31st 2030. When viewing the Global tab of the Axsy Config Tool, selecting the Smart. 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. 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. . 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. To create a new Smart. Save. Thu, 10 Mar, 2022 at 4:16 PM. . Home Solutions. Thu, 11 May, 2023 at 10:09 PM. json. 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. Axsy Smart Forms allows users to reference Elements from a specific Loop iteration by using indexes. . Axsy Smart Forms supports the ability to upload multiple photos to a single Image Upload Element. Overview - Importing and Exporting Forms Print. Delivery Schedule Most of the Smart Forms have been directly or indirectly updated via changes to shared. 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. Other Smart Form Objects are covered in a separate guide. In this activity, you can assign SAPscript texts and graphics to these placeholders. When answering a Smart Form, it is possible for Users to be prompted to pre-fill the Smart Form with answers from a previous Form Response. When viewing the Global tab of the Axsy Config Tool, selecting the Smart Forms option from the side menu presents settings related to how certain Smart Form features operate. There are two main ways you can edit an element. 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. 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. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. For more information on Loop Elements and their functionality, please see this article. Solution home Axsy Smart Forms Smart Form Data Mapping. Support Definitions Definitions. How to use Smart Form Mapping – Create a Data Mapping. 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. Enter your search term here. 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. Smart Forms 1. 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. Config Settings for Mapped Value or Default Value Override. Mapping Syntax Modified on: Fri, 16 Jun, 2023 at 7:15 PM. lv_anzal = ls_outputparams –. No. Deploying Smart Forms 5. Example Smart Form Objects 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). Form Sections - Shared Sections. IF ls_outputparams – copies EQ 0. 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. 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. Deploying Smart Forms with Salesforce Flow - Hardcoded Smart Form ID. Create Order Panels & Save Order Preferences. 53 or above in your Org. Select Alignment as “Normal”. Form Sections - Shared Sections. This geolocation information is stored as part of the image's embedded metadata set. g. . 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. Choose New. All information in these documents on this portal is provided “as is”, with no. Easily design these forms using simple-to-use, no-code tools such as Salesforce Dynamic Assessments with Omniscript and Axsy Smart Forms. To do so include axsy_forms__Form__c in your Sync Config Scope. The purpose of this privacy notice and / or any updates to this privacy notice is to make you aware of the personal information that will be stored, controlled and processed by Axsy during your use of the Support Portal (the Portal). Status with CrystalDiskInfo. Change the URL to: /services/apexrest/axsy_forms/form/<form-ID> <form-ID> is the. Modified on: Tue, 30 May, 2023 at 7:24 PM. NOTE: If the value provided for either ROW or COLUMN does not find a match in the table, the formula will return an. Managed Package version(s) (e. The Axsy Smart Forms solution works with all Axsy Mobile Apps and is free, so licenses will automatically be assigned to all users. 6. Image File Size Print. Axsy Smart Forms supports the ability to allow users to make more than one selection for a Picklist Element. A. Drag and drop the Related Lists component onto the Form Version Page Layout. Select the last Element you want to include in the Loop in the Element to end loop field. When uploading photos for Smart Forms, photo sizes are limited or compressed to a width of 1000px. Here, we are displaying invoice details of customer number 3 in the form of smartform pdf. Reporting. 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. 1. View Version History. Config Settings for Mapped Value or Default Value Override. Confirming Form SubmissionNOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. json. Availability: All Support Plans. Config Settings to Enable Random Section Smart Form. For example, by selecting 'Account', a list of available account records will be displayed in the record lookup picklist. File variants and signatures may also be synced back to the related list of the record running the smart form. The Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce Web UI. To view these empty fields, you need to use the field toggle to enable this. 1. Export the Smart Form Firstly, you need to learn how to export a Smart Form. 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. Image File Size. Wed, 31 May, 2023 at 7:51 PM. Smart Form Data Mapping 9. Next in the Config field for the Smart Form enter "allowRandomAccess":true to enable Random Smart Form navigation. . Please click here for more information on this process: Exporting Smart Forms. Switch to Edit Mode. Since v1. Smart Form Text Elements can support a larger capacity for text space. Configure the Multiselect Picklist in t. What's New This Release Pre-fill Forms With a Previous Form Response - Allow a Smart Form to be pre-filled with the answers from a previous Form Response that is pre-associated to the record from which the Smart. In the Details tab of your 'New Picklist', rename your picklist. 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. How to use Smart Form Mapping – Create Mapping Set. To view previous version. Select GET as the HTTP request. As a Project Manager, for Data Centers my expertise lies in coordinating projects that fuel transformation, optimize operations and yield exceptional. The text box will be larger on the Axsy Mobile App form screen compared to the standard Text Element's size. Config Setting to Disable Smart Form Share Summary. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. Deploying Smart Forms with Salesforce Flow - Hardcoded Smart Form ID. The Axsy Mobile App loads Smart Forms during the app's initial sync. 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. MM, SD, LE, dunning,. As an example, Work Order Line Item is a Related List on the Work Order Object, and you can have more than one. 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. Type of validation rule. The first instance of a validation evaluation is when a user edits an Element in the Axsy Mobile App. 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. This document is based on the information from the above SAP-Notes. The Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce Web UI. Smart Forms are represented as JSON. Covered in this Article: Sections; Toolbox; Section Elements; Sections. In the corresponding box to the right, search for and select Mobile Smart Form axsy_forms_FlowFormRunner as the Legacy Apex action. We can require hard stops on questions that be answered and script out logical cascades for the next questions based on. This is configurable in the Admin Console. Select file (s) you want to use for the web form. 1. Please see the appropriate Salesforce documentation for more info. org Website: CALIENTE: Brenda Northup, City Clerk750772 – Information about the ZPL-II printer driver for Smart Forms. If the JSON files are too large they will fail to load or introduce errors when they are executed. 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. 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. Then double click on the Apex Action (Legacy) process flow and assign the FormId parameter to the value captured in Step 1 above. View Version History. This Permission Set is suitable for users who are designing, managing and creating Smart Forms via the Designer. The fastest way to get you started with Axsy’s products is to arrange a session so that the Axsy team can install, configure and test Axsy’s products in your org and leave you with a working service that you can build on before you go live. 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. 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. How to Edit Elements - General. 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. 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. The supported icon types are as follows: Action; Info; Required; Warning; Configuring the Text Label Icon. 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. 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. NOTE: The naming conventions described in this article apply to Axsy Smart Forms Managed Package v1.