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. Wed, 31 May, 2023 at 7:51 PM. If the current year is 2020, we only allow a date range from January 1st 1920 to December 31st 2030. To enable multiple Smart Forms to be accessed in a single Task, simply separate each Smart Form ID with a comma. Wed, 31 May, 2023 at 7:51 PM. Use the formula: 'COUNT (WindowLocation [])' to count. 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 Axsy Smart Forms, Next > Next > Save. 1. How to Edit Elements - General. This is usually stored as the longitude and latitude coordinates of the image. Paste the above code into ‘%CODE1’. 2. 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. The Smart Form that is created in the Development may not have the same name in the Production server. Axsy Smart Forms supports the ability to allow users to make more than one selection for a Picklist Element. The first permission set is the Axsy Smart Forms Full User. Home Solutions. Once the Edit Properties window opens, you will be able to add or amend the Element's core data across several tabs. 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. A Flow can then reference this custom field and dynamically. T. 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. The material provided in these documents on this portal is for informational purposes only and is subject to change without notice. To create a new Smart. Date and Time is not currently. 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. It is located just under the Designer tab – the furthest button to the left. View all 7. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. Thank you for visiting the support. ”. g. Draft Format. Home Solutions. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Scroll through the menu to see what point you have reached in the Form. For Numeric Validation Rules, you will be able to add or amend the following: Text for message to be displayed if the validation rule is not met. To re-publish a Smart Form, follow the above steps again. 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. The Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce Web UI. 56 or above. Smart Forms. 9. . Although the SObject Id field is generic, you will know what Object is running the Smart Form and can. 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. While optional, it is suggested to also install the Managed Package for Axsy Smart Forms. Scroll down to the View tab. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution Axsy Smart Forms supports the ability to upload m. How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. Click on Create (F5). People take the time to adjust settings on their smartphones, and the EHR should be no different. Time Only. We do NOT need advanced features like interactive forms, electronic signature etc. 3. 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. How to Name Elements and Reference Elements. Tabs may differ for each Element type. 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. Validation Configuration(1) 1. Export the Smart Form Firstly, you need to learn how to export a Smart Form. When the Manage Picklists window opens select Create Picklist once. 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. Managed Package version(s) (e. Image File Size Print. Navigate to Setup > Object Manger > Form Response > Page Layout > Form Response Layout and drag and drop Response Data field into the Details Section. Deploying Smart Forms with Salesforce Flow - Variable Smart Form ID Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Click on System Bar Code option and Click on Change. This article describes how to do so with a Salesforce Flow which, at run-time, will dynamically determine the Axsy Smart Form to be run based on a custom record field. The Global tab for the Axsy Config Tool is where various global app settings are defined. Solution home Axsy Smart Forms Smart Form Config Settings. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution, Axsy Smart Forms In addition to assigning users. . Save. Select file (s) you want to use for the web form. 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. Mapping ConfigurationsAvailable in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. 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. 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. Since v1. For Date and Time, the format should be: "yyyy-MM-dd HH:mm:ss". NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. NOTE: Hidden fields will always be empty when sent back to Salesforce in the FormSolution home Axsy Smart Forms Smart Form Data Mapping. Gravity Forms is the best plugin for building custom forms. The Forms page opens with a blank form canvas. Availability: All Support Plans. 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. This method requires saving the JSON data of the Smart Form into a text file. In the corresponding box to the right, search for and select Mobile Smart Form (axsy_forms_FlowFormRunner) as the Legacy Apex action. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. 6. M. Configure the Repeating Section in the Designer. Relating Smart Forms to the Object Running the Smart Form Modified on: Fri, 2 Jun, 2023 at 8:13 PM. The following Smart Forms have been migrated by Axsy from V1 to V2 format and are available in the FFABIT org as draft format Forms and the FFATEST org as version format Forms. To switch to Edit Mode you can either: Double-click an Element to open up the Edit Properties window straight away. The supported icon types are as follows: Action; Info; Required; Warning; Configuring the Text Label Icon. Create a Record Lookup. How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. 2. department of defense performance management and appraisal program toolkit this toolkit supplements department of defense instruction 1400. The contents of the file lists the API names of the reference objects to be white listed the format below:. Give the Apex Action (Legacy) process flow values as follows: New in Axsy Summer '23 is an option to store photos taken during a Smart Form survey with the device camera to the mobile device. ) based on the file types that are accessible on your device. No. 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. . For more on this, please see: Smart Forms. NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. 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. 5 Examples of Regulatory Data Collection Using Epic Flowsheet SmartForms™. 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). Navigate to Workbench on the web and login to the Salesforce Org you are exporting from in another browser window. Please see the appropriate Salesforce documentation for more info. View all 7. 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. Pop-up pr. 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. The Boolean Element is by default set to No (False). This screen is not explicitly included in the Designer, but is included in all Smart Forms on the Axsy Mobile App. Wed, 25 Jan, 2023 at 3:56 PM. Therefore, the 4MB JSON file limit should not be exceeded as your forms may not function within the Axsy Mobile Apps. The contents of the file lists the API names of the reference objects to be white listed the format below:. In the same way as a Standard Picklist, rename it under the Details tab and then navigate to the Values tab. Yes. 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. Navigate to the Forms Object. 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. Deploying Smart Forms 5. Tue, 19 Apr, 2022 at 5:20 PM. 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. Tabs may differ for each Element type. When uploading photos for Smart Forms, photo sizes are limited or compressed to a width of 1000px. How to Create an Axsy Smart Form – Using the Axsy Smart Form Designer. 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. Phone' as the mapping value. This article will be updated accordingly to reflect any changes to the release scope. An example of a SMART-goal statement might look like this: Our goal is to [quantifiable objective] by [timeframe or deadline]. Select App Default and then the Assign as App Default Button beneath. This geolocation information is stored as part of the image's embedded metadata set. 3. Navigate to the Repeating tab and select the Repeating? toggle to activate it. In addition to attaching images and signature files to a Smart Form, we also support additional file types (e. 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. 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. 2. DOM Meter Barcode. Example: Contacts Related ListAxsy Smart Forms Winter '23 Release. to add a new or existing section. This screen is not explicitly included in the Designer, but is included in all Smart Forms on the Axsy Mobile App. All Axsy support website instances are prefixed with a company or organisation name followed by the suffix support. com website. 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. B. Config Settings for Smart Form Images. 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. 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. 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 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. com. The following example assumes this Object is a Work Order. Configure the Multi-Select Picklist in the Designer. Smart Forms. ) Axsy Managed Packages. 53 or above in your Org. Confirming Form SubmissionThis help guide will show you how to create a Form using the Axsy Smart Form Designer. 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. Select Type to be Lookup and then select the Relationship to be with a Form. 30% of net Axsy licence fees. 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. Smart Forms 1. In order to. Solution home Axsy Smart Forms Lookup Table Elements. Select GET as the HTTP request. 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. Note: Master form templates can contain placeholders for static data, for example, a logo and a footer. Deploying Smart Forms with Salesforce Flow - Hardcoded Smart Form ID. 5. The image metadata is commonly referred to as. Axsy Smart Forms allows users to reference Elements from a specific Loop iteration by using indexes. For more information on Data Mapping Sets, please see this. Publish your form online. Axsy Implementation Support Initial Org Setup. 3. Step by step methods to create an adobe form with dynamic variables along with an external layout. Therefore, the 4MB JSON file limit should not be exceeded as your forms may not function within the Axsy Mobile Apps. json. Smart Forms. Create a JSON file named axsy_smart_forms_config. NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution When Axsy Smart Forms are completed and submitted. Images captured through Axsy Smart Forms using the device's native camera will contain geolocation information about the image. Talk-to-Text for Text Elements 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. 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. . g. The configuration options are: "disableShareSummary ":true or false. How to Edit Elements – Validation Rules for Text Elements. Time Only will only display times. 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. Welcome . Under Process Automation, select Flows. Step 5 of 5. The first instance of a validation evaluation is when a user edits an Element in the Axsy Mobile App. Search Login or Signup to submit a new ticket. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. The Axsy Smart Forms solution works with all Axsy Mobile Apps and is free, so licenses will automatically be assigned to all users. Support Model. Prior to v1. Exits the Form screen and selects Yes when prompted whether they want to save their. 10. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution and Axsy Smart Forms The following barcode formats are supported when scanning barcodes with the camera: UPC E CODE 39 CODE 39 MOD 43. Form Sections - Shared Sections. Smart Form Config Settings 5. . Available In: Axsy Smart Forms v1. Every element with part of the orange line next to it will be included in the loop. Confirming Form SubmissionNOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. Supported Barcode Formats: UPC E CODE 39 CODE 39 MOD 4. Step 4 of 5 Zero-code adaptability . . Join the Epic UserWeb. Specify the record type by selecting an object for the Record type field. 2. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution Smart Forms are represented as JSON. How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. Syntax for Mapping Elements with Record Fields. You'll get a list of supporting. ) based on the file types that are accessible on your device. Navigate to the Forms Object 1. Availability: All Support Plans. If the value provided for either ROW or COLUMN does not find a match in the table, the formula will return an empty value. The text box will be larger on the Axsy Mobile App form screen compared to the standard Text Element's size. . . No. If the current year is 2020, we only allow a date range from January 1st 1920 to December 31st 2030. Axsy Support Plans. axsy. All of the responses provided in the element fields by the user are displayed by section – in the. Navigate to Setup > Object Manger > Form Response > Page Layout > Form Response Layout and drag and drop Response Data field into the Details Section. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. 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. 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. 1. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Select the Form Preview Button in. After successful implementation of the SAP Note. 3. Gravity Forms cons: Limited choice of pre-made templates. set maxAllowed to number: Set a number in the field. Retail Execution 1. The supported icon types are as follows: Action; Info; Required; Warning; Configuring the Text Label Icon. Next in the Config field for the Smart Form enter "allowRandomAccess":true to enable Random Smart Form navigation. Config Settings for Mapped Value or Default Value Override Print. Full-Screen Designer. Smart Forms Knowledge Base. 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. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution When Axsy Smart Forms are completed and submitted. Delivery Schedule Most of the Smart Forms have been directly or indirectly updated via changes to shared. Navigate to Workbench on the web and login to the Salesforce Org you are exporting from in another browser window. Level 1 Support means the support service provided by You for Your end-users, including:. Open up the Edit Properties Window for the element and navigate to the Mapping tab. Axsy Support. 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. 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. Working with the Designer Smart Forms - Versioning. Always start with the Object you are running the Form from. Smart Forms are represented as JSON. View the Files on the Salesforce Platform 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 record. 0 mobile apps. 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. Then double click on the Apex Action (Legacy) process flow and assign the FormId parameter to the value captured in Step 1 above. 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. 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. 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. 34 and later use LWC and upgrades from versions lower than v1. Drag and drop a Record Lookup Element into a section in the Designer. How to create fillable PDF files: Open Acrobat: Click on the “Tools” tab and select “Prepare Form. Search the services search tool to find more information. In the Forms section, the Layers list displays each layer in the map. IF ls_outputparams – copies EQ 0. 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. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution As well as using Loops to iterate over information for a Related List directly related to the Object running the Smart Form (e. NOTE: The naming conventions described in this article apply to Axsy Smart Forms Managed Package v1. Validation Formula Evaluation Configuration. 53 or above in your Org. 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. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. Config Settings for Smart Form Images Print. Axsy Smart Forms supports the ability to upload multiple photos to a single Image Upload Element. Adobe Experience Manager (AEM) provides an easy-to-use solution to create, manage, publish, and update complex digital forms while integrating with back-end processes, business rules, and data. Wed, 24 Aug, 2022 at 7:01 PM. Navigate to the Visibility tab of each of the Text Elements' Edit window and use this formula: BooleanName == false. Axsy Smart Forms supports the ability to upload multiple photos to a single Image Upload Element. 2. being present in the target Org. Smart Form Config Settings 5. Config Settings for Smart Form Images. Select Axsy Smart Forms, Next > Next > Save. Guidance to Level 1 Support Teams Reporting Issues to Axsy Level 2 Support. Config Settings to Enable Random Section Smart Form. If no published versions exist, then the Axsy Mobile App will sync the latest draft version of a Smart Form saved in the Designer. Tue, 16 May, 2023 at 7:17 PM. 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. Axsy is not responsible for any errors or omissions, or for the results obtained from the use of this information. Version Format. There are two main ways you can edit an element. Fantastic selection of add-ons. 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. Locate Outside Hospital Records Using CareEverywhere. This file gets created on Salesforce as a ContentDocument and linked to the form response record as a related file. How to use Smart Form Mapping – Create a Data Mapping. Axsy Smart Forms supports the ability to allow users to make more than one selection for a Picklist Element. 54). Proceed as follows: Start transaction SE73, and choose System Bar Codes Change. For example, by selecting 'Account', a list of available account records will be displayed in the record lookup picklist. Knowledge Base and FAQ Library Find informative content and FAQ's on all of Axsy's products: . 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. Support Portal Cookie Notice Revision 14-Feb-2020 1. Ministry Of Health And Prevention is the official website of the UAE health authority, where you can find information about health services, smart forms, COVID-19 vaccination and more. Delivery Schedule Most of the Smart Forms have been directly or indirectly updated via changes to shared. First we check if the amount of print-outs is not equal to zero, if this is the case we default it to 1. 53 or above in your Org. The file upload element allows the following file variants to be captured: Images; Documents; Videos; Additionally the signature element allows capture of: 4. To create a new Smart Form on the Salesforce Platform, select the Forms tab and then + New Form. How to make Smart Forms Visible in the Axsy Mobile Apps – App Extensions. 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. View the Files on the Salesforce Platform . 2. Select GET as the HTTP request. This geolocation information is stored as part of the image's embedded metadata set. Click on the Setup Cog and select Setup. Without this a user will be forced to. Config Settings for Smart Form Images Print. The Tickets described in these release notes have been fixed by Axsy. How to deploy Smart Forms using Salesforce Flow - Variable Smart Form ID. Images captured through Axsy Smart Forms using the device's native camera will contain geolocation information about the image. 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. Config Setting For Check Before Smart Form Submission. 1. Howard Gardner's Theory of Multiple Intelligences posits that individuals possess various distinct types of intelligences, rather than a single general intelligence. When the Manage Picklists window opens select Create Picklist once. Smart Form. Navigate to the Manage Picklists button. 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. 6. The Axsy Mobile App will always sync the latest published version of a Smart Form, if one exists. Type of validation rule. 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. As an example, Work Order Line Item is a Related List on the Work Order Object, and you can have more than one. View Version History. json. 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. Navigate to the Validation Tab of the Edit Window. Function. Smart Forms. json and is created outside of Salesforce on a workstation computer. This is configurable in the Admin Console. Strict mode is enabled by default, but may be disabled at Smart Form level by the introduction of the text: "strictFormulaEvaluation": false in. Type of validation rule. Navigate to the Utilities tab and open Rest Explorer. To view the menu, select the three horizontal lines at the top left-hand corner of the screen. You can make changes to the section in any form. ; When Elements contained in a Subsection Element are visible. When creating a Mapping configuration for a Loop Element, you have three options for the Data Action. Example Smart Form ObjectsWhen you run the Smart Form on the Axsy Mobile App, if 'Element1' and 'Element2' are given the values Paper and Scissors, the Default Value of 'Element3' will be Scissors Wins (referencing cell highlighted in Step 3). 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. Summary. Not your computer? Use a private browsing window to sign in. Axsy Smart Forms allows users to reference Elements from a specific Loop iteration by using indexes. 31 and above installed and have the relevant access rights to make the changes. By default, the amount of photos a user can upload per Image Upload Element is limitless, however, a limit can be configured in the. The Data Actions that are available in the Mapping tab of a Loop Element depend on the Mapping Set that has been configured for the Smart Form. 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. 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. By default, when an Axsy Smart Form has been completed, any fields that have not been answered will not be displayed in the Form Response Viewer. 1. Therefore, whenever a time is included in a default date-time/time value, the Axsy app assigns the value the local time of the device that the user is operating on to complete the Smart Form. 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. 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. 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. 6. Modified on: Wed, 24 May, 2023 at 6:50 PM. Switch to Edit Mode. For more information please see here: Time Zones. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Without this a user will be forced to. Please click here. The following is a list of new features and enhancements that are included as part of the Winter '23 release of Axsy Smart Forms. Draft Format. C. Example Smart Form ObjectsAxsy Smart Forms Full User: Administrator of Axsy Smart Forms: NOTE: In addition to any Axsy Permission Sets, appropriate Salesforce Permission Sets - e. Note that the name must begin with a Z to avoid conflict between your. Next in the Config field for the Smart Form enter "allowRandomAccess":true to enable Random Smart Form navigation. Validation Formula Evaluation Configuration 1. Please click here for more information on this process: Exporting Smart Forms.