Smart Forms. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution When Axsy Smart Forms are completed and submitted. For more information on Data Mapping Sets, please see this. 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. Select App Default and then the Assign as App Default Button beneath. M. B. 34 should also be switched from Aura to LWC. It's possible to change this setting so that if mapping data from Salesforce exists (non-empty Salesforce Fields), it will override. 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. 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. Please click here. To re-publish a Smart Form, follow the above steps again. Thu, 11 May, 2023 at 10:09 PM. Summary. Learn moreAbout AEM Forms. 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. 6. From the Salesforce Platform, navigate to Setup > Platform Tools > Object Manager. 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 use Smart Form Mapping – Create a Data Mapping (Deprecated) Object Model for Mapping Elements with Record Fields (Deprecated) Mapping between Loops and Related Lists (Deprecated) Mapping an Element with the. Example Smart Form ObjectsAxsy Mobile App Details. 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. Smart Form Text Elements can support a larger capacity for text space. You can make changes to the section in any form. 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. 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. 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. 1. For example, by selecting 'Account', a list of available account records will be displayed in the record lookup picklist. Configure an Element's Mapping Tab. 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. 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. “Domestic violence is endemic,” says. Date and Time is not currently. 4. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Double-click an Element to open up the Edit Properties window straight away. Deploying Smart Forms with Salesforce Flow - Hardcoded Smart Form ID. Mapping ConfigurationsAvailable in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Delivery Schedule Most of the Smart Forms have been directly or indirectly updated via changes to shared. You can enter a name and a description for the bar code. Support Model. 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. 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. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. Export the Smart Form Firstly, you need to learn how to export a Smart Form. Modified on: Fri, 14 Jul, 2023 at 8:40 AM. 1. Smart Forms are represented as JSON. This is usually stored as the longitude and latitude coordinates of the image. DOM Meter Barcode. We encourage you to read the information below carefully. 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. NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. Enter a SQOL-based formula. In some cases, abuse can escalate to murder. The notes referenced in this. To view these empty fields, you need to use the field toggle to enable this. Form Sections - Shared Sections. Overview - Importing and Exporting Forms Print. Exporting Smart Forms. Create a Picklist. 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. 2. 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. g. Image Naming for Photos, Documents, Videos and Signatures. json and is created outside of Salesforce on a workstation computer. This file gets created on Salesforce as a ContentDocument and linked to the form response record as a related file. Validation Formula Evaluation Configuration 1. Notice of renunciation (Form P17) Notice of withdrawal of application (Form P44) Order for removal of notice of dispute (Form P31) Petition to the court - Estate proceedings ( Form. The first Permission Set is the Axsy Smart Forms Full User. 6. In the Details tab of your 'New Picklist', rename your picklist. Proceed as follows: Start transaction SE73, and choose System Bar Codes Change. Then you need to import the Smart Form into the target Org. 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 Axsy Smart Forms, Next > Next > Save. ) based on the file types that are accessible on your device. First, you need to export a Smart Form from the source Org. From the Setup menu select and open the Object Manager. 2. Select the magnifying glass next to a Field Mapping input. 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. 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. Enter your search term here. View all 7. The Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce Web UI. provided by Adobe Forms technology. Self Guided Resources. 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. C. Once the Edit Properties window opens, you will be able to add or amend the Element's core data across several tabs. Date and Time. Finally in. 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. 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. The material provided in these documents on this portal is for informational purposes only and is subject to change without notice. Select. Enhanced UI for Loops. Smart Forms - Versioning. 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. 2. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. How to use Smart Form Mapping – Create a Data Mapping. Improve Documentation Efficiency. For a change to a shared section to take effect in a specific form, that form needs to be published. For more information on Salesforce Triggers, please see this Salesforce guide: Salesforce: Apex Developer Guide For more information on Salesforce Processes, please see this Salesforce Trailhead: Automate Simple Business Processes with Process Builder For more information on Form Response Statuses, please see this article for a breakdown of the. The Axsy Mobile Apps load Smart Forms during app priming. The new Form creation tool is split up into 3 main parts. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. View Version History. How to Name Elements and Reference Elements. Viewing the Additional Data Fields. How to make Smart Forms visible in Axsy Mobile Apps – App Extensions. Solution home Axsy Smart Forms Smart Form Config Settings. Once you have opened up the Edit Properties window for a Text Element, select the Validation tab at the top of the window. Access the information to help understand requirements, process and eligibility. Add new form fields: Use the top toolbar and adjust the layout using tools in the right pane. Your loop should look something like this on the Section Elements Manager: Here, the loop will begin on the Address Element and end on the Date Element. 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. . Then double click on the Apex Action (Legacy) process flow and assign the FormId parameter to the value captured in Step 1 above. 2. Therefore, the 4MB JSON file limit should not be exceeded as your forms may not function within the Axsy Mobile Apps. When uploading photos for Smart Forms, photo sizes are limited or compressed to a width of 1000px. 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. Then double click on the Apex Action (Legacy) process flow and assign the FormId parameter to the value captured in Step 1 above. Gravity Forms pros: Design and develop more custom forms. The Axsy Mobile App will always sync the latest published version of a Smart Form, if one exists. With Axsy Smart Forms, you can map specific elements in a Smart Form with fields belonging to the source Object record running the Smart Form as well as to fields belonging to Object records that are linked to the source record via a lookup relat. File variants and signatures may also be synced back to the related list of the record running the smart form. Jotform. This geolocation information is stored as part of the image's embedded metadata set. The file upload element allows the following file variants to be captured: Images; Documents; Videos; Additionally the signature element allows capture of: 4. It is the text in the URL between axsy_forms__Form__c/ and /view 1. 5. Config Settings for Smart Form Images. support. 9. In the Axsy app, select. How to Name Elements and Reference Elements. There are two main ways you can edit an element. Please click here. 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. Export the Smart Form Firstly, you need to learn how to export a Smart Form. Mobile app version(s). 2. Copy the provided embed code and place within a page on your website, or use the dedicated secure URL to share. Publish your form online. For more on this, please see: Smart Forms. 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. Configure the web form. Then click Done. 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. This method requires saving the JSON data of the Smart Form into a text file. To create a new Smart. Availability: All Support Plans. Select Bar Code Symbology as “QR Code 2005” and Click OK. 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. . Create a Record Lookup. Other Smart Form Objects are covered in a separate guide. How to Edit Elements - General. . 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. Config Setting to Disable Smart Form Share Summary. How to Create an Axsy Smart Form – Using the Axsy Smart Form Designer. 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. No. Draft Format. 6. Config Settings for Mapped Value or Default Value Override Print. 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. Save your fillable PDF:End Result –. Along with testing your Smart Forms on the Axsy Mobile App, it is also possible to run a preview of your form in the web as a quick and efficient way to check that your formulas and element displays are working as intended. 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. 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. 53 or above in your Org. As a Project Manager, for Data Centers my expertise lies in coordinating projects that fuel transformation, optimize operations and yield exceptional. Then click Done. Time Only will only display times. For a new Smart Form, select New Flow. 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 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. g. Time Only. Support Model. While optional, it is suggested to also install the Managed Package for Axsy Smart Forms. This applies both to photos taken on the. I have got one simple question, though: We have numerous forms in SAP script and Smart Forms (e. To switch to Edit Mode you can either: Double-click an Element to open up the Edit Properties window straight away. We can require hard stops on questions that be answered and script out logical cascades for the next questions based on. 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. 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. Solution home Axsy Smart Forms Smart Form Config Settings. As an example, if you have a validation formula for an Element ConfirmEmail: ProvideEmail == ConfirmEmail, it is only when you edit the 'ConfirmEmail' Element that the Form will check that the value matches the 'ProvideEmail' Element input. Mappings for this Form. . NOTE: If the value provided for either ROW or COLUMN does not find a match in the table, the formula will return an. Viewing the Additional Data Fields. 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. Config Settings to Enable Random Section Smart Form Navigation. When viewing the Global tab of the Axsy Config Tool, selecting the Smart. Mobile Device Details. Scroll through the menu to see what point you have reached in the form. The Global tab for the Axsy Config Tool is where various global app settings are defined. Reporting. The text box will be larger on the Axsy Mobile App form screen compared to the standard Text Element's size. axsy. 2. Exits the Form screen and selects Yes when prompted whether they want to save their. First, you need to export a Smart Form from the source Org. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution, Axsy Smart Forms In addition to assigning users. Thank you for visiting the support. Config Settings for Mapped Value or Default Value Override. Tue, 16 May, 2023 at 7:36 PM. Fri, 17 Feb, 2023 at 5:49 PM. Drag and drop an Action onto the main screen (under the Elements tab of the Toolbox). 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. This permission set is suitable for users who are designing, managing and creating Smart Forms in the Designer. The supported icon types are as follows: Action; Info; Required; Warning; Configuring the Text Label Icon. 9. Use the formula: 'COUNT (WindowLocation [])' to count. 1. The Axsy Mobile App loads Smart Forms during the app's initial sync. Then click Done. ) based on the file types that are accessible on your device. Is the issue a pre-production or production (live. View Version History. Select a file or scan a document: Acrobat will automatically analyze your document and add form fields. Smart Forms. Tue, 19 Apr, 2022 at 4:47 PM. All of the responses provided in the element fields by the user are displayed by section – in the. Yes. The drag-and-drop builder includes elements, question types, and widgets that aren’t seen on Google Forms or most alternatives. Search Login or Signup to submit a new ticket. How to Edit Elements – Validation Rules for Text Elements. 1. Exits the Form screen and selects Yes when prompted whether they want to save their. All Axsy support website instances are prefixed with a company or organisation name followed by the suffix support. It may take a few minutes for the Response Data field to be added to the Form Response Object. Salesforce Org Details. , iPad 7th Gen, etc. Image File Size. 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. When the Action opens, using Filter By, select Type and then select Apex Action (Legacy) as the action. Paste the above code into ‘%CODE1’. Navigate to the Validation Tab of the Edit Window. R. Section Name. Work Order Line Item), it is also possible to configure the same with a Related List that falls further down the. In this case it is 'Work Order'. To enable multiple Smart Forms to be accessed in a single Task, simply separate each Smart Form ID with a comma. 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. It is located just under the Designer tab – the furthest button to the left. Axsy Smart Forms allows users to reference Elements from a specific Loop iteration by using indexes. Although the SObject Id field is generic, you will know what Object is running the Smart Form and can. Next in the Config field for the Smart Form enter "allowRandomAccess":true to enable Random Smart Form navigation. It may take a few minutes for the Response Data field to be added to the Form Response Object. Please see the appropriate Salesforce documentation for more info. Modified on: Tue, 16 May, 2023 at 7:17 PM. This document is based on the information from the above SAP-Notes. Figure 3 shows where levels 1️⃣ and 2️⃣ in the Smart Form correspond to the Salesforce object tree. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. Smart Forms are represented as JSON. Mon, 13 Mar, 2023 at 3:10 PM. Tue, 19 Apr, 2022 at 4:38 PM. Smart Forms Portal NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. 5. To create a new Smart Form on the Salesforce Platform, select the Forms tab and then + New Form. View a Form Response Record. NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. Smart Form Config Settings 5. File Upload and Signature Elements. Home Solutions. 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. 2. Navigate to the Validation tab of a Numeric Input Element. Share Summary can be disabled with a Smart Form config setting as shown below in Figure 2. Drag and drop the Related Lists component onto the Form Version Page Layout. Once the Edit Properties window opens, you will be able to add or amend the Element's core data across several tabs. Select GET as the HTTP request. 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. After successful implementation of the SAP Note. The white list file must be named: axsy_smart_forms_config. If you create a bar code, the system asks whether you want to use the new bar code technology or traditional system bar codes. Select New to create a new custom field. Scroll down to the View tab. 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. Gravity Forms is the best plugin for building custom forms. Using the Mapping Lookup Tool Print. Smart Forms PortalNOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. Here, we are displaying invoice details of customer number 3 in the form of smartform pdf. Scroll down to the View tab. View a Form Response Record. 2. Wed, 14 Sep, 2022 at 4:53 PM. com, e. Then click Done. Example: When you run the Smart Form on the Axsy Mobile App, if 'Element1' and 'Element2' are given the values Paper and Scissors, the Default Value of 'Element3' will be Scissors Wins (referencing cell highlighted in Step 3). Axsy Retail Execution Knowledge Base. No. Select the global Edit button and then select the Edit icon next to an element. There are two main ways you can edit an element. UPC E; CODE 39; CODE 39 MOD 43; EAN 13; EAN 8; CODE 93; CODE 128; PDF 417; QR; AZTEC;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. 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. 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. 2. When creating a Mapping configuration for a Loop Element, you have three options for the Data Action. Custom Lookup Fields and Custom Related Lists use the suffix. Supported Barcode Formats: UPC E CODE 39 CODE 39 MOD 4. 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. Scroll to the top of the Picklist Menu and select the 'New Picklist'. Navigate to the Utilities tab and open REST Explorer. 34 and later use LWC and upgrades from versions lower than v1. Strict mode is enabled by default, but may be disabled at Smart Form level by the introduction of the text: "strictFormulaEvaluation": false in the Config formula. 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. 56 and later. Smart Form. File Upload and Signature Elements The file upload element allows the following file variants to be ca. Tue, 16 May, 2023 at 6:16 PM Smart Form SummaryAll the fixes have been performed via the Smart Form Designer. This screen is not explicitly included in the Designer, but is included in all Smart Forms on the Axsy Mobile App. The material provided in these documents on this portal is for informational purposes only and is subject to change without notice. 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. This Permission Set is suitable for users who are designing, managing and creating Smart Forms via the Designer. Config Settings for Mapped Value or Default Value Override. Smart Forms 1. 2. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. 1696511 – Problems when printing in landscape format on Zebra printers. 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. Tue, 19 Apr, 2022 at 5:20 PM. From the Setup menu select and open the Object Manager. 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. 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 use Smart Form Mapping – Create Mapping Set. 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. 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. People take the time to adjust settings on their smartphones, and the EHR should be no different. 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. Navigate to the Validation Tab of the Edit Window. 1. 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. Without this a user will be forced to. ELSE. 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. . 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. 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. 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. Please see the appropriate Salesforce documentation for more info. 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. CALL FUNCTION. 53 or above in your Org. Strict mode is enabled by default, but may be disabled at Smart Form level by the introduction of the text: "strictFormulaEvaluation": false in. 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. Modified on: Tue, 30 May, 2023 at 7:24 PM. Config Settings for Smart Form Images Print. 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 mobile workers fill out and submit a form in Field Maps, they are adding or updating a feature within the layer. 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. MM, SD, LE, dunning,. 1. As the Work Order is running the Smart Form, no Lookup Fields are used to access the Related List. All Smart Forms are primed to the Axsy Mobile Apps for Field Service Lightning (FSL) and Retail Execution (RE) at log on. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. Configure the Multiselect Picklist in t. 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. Create web form. Currently, by default, if an Element with a mapping set up also has a default value, the default value will override any data from the Salesforce mapping. Select App Default and then the Assign as App Default Button beneath. We do NOT need advanced features like interactive forms, electronic signature etc. 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. You'll get a list of supporting. How to Edit Elements - General. Exits the Form screen and selects Yes when prompted whether they want to save their. Solution home Axsy Smart Forms Smart Form Responses. Solution home Axsy Smart Forms Creating Smart Forms. Self Guided. Give the Apex Action (Legacy) Process Flow a:Axsy Smart PDFs provide a way to dynamically generate richly formatted PDF documents within the Axsy Mobile App - even when offline. 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. Search the services search tool to find more information. Mobile device model(s) (e. The supported icon types are as follows: Action; Info; Required; Warning; Configuring the Text Label Icon.