Always start with the Object you are running the Form from. Mobile device model(s) (e. Yes. Wed, 20 Apr, 2022 at 11:26 AMSummary 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. Smart Form Designer Mapping Assistance. Axsy Smart Forms supports the ability to allow users to make more than one selection for a Picklist Element. Overview - Importing and Exporting Forms Print. Select App Default and then the Assign as App Default Button beneath. 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. Navigate to Workbench on the web and log in to the Salesforce Org from which you want to export the Smart. How. This package is free so licences will be assigned to all users. How to Create an Axsy Smart Form – Using the Axsy Smart Form Designer How to Edit Elements - General How to Edit Elements – Validation Rules for Text Elements How to Edit Elements – Validation Rules for Numeric Elements How to Edit Elements – Visibility Conditions See all 22 articles Deploying Smart Forms 4 How to Create an Axsy Smart Form – Using the Axsy Smart Form Designer. To publish a Smart Form, simply select the Publish button in the Designer. If no published versions exists then the Axsy Mobile App will prime the latest draft. set maxAllowed to field value: Select an Element that will be. 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. In this article, you’ll learn how to create a Salesforce Flow, which at run-time will dynamically allocate the Axsy Smart Form assigned to the Work Order. Axsy Smart Forms Summer '22 Release. In this example the name is of a Custom Related. Once the Edit Properties window opens, you will be able to add or amend the Element's core data across several tabs. With Hidden Elements, no value is sent back to Salesforce in the Form Response. Strict mode is enabled by default, but may be disabled at Smart Form level by the introduction of the text: "strictFormulaEvaluation": false in. NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. Modified on: Fri, 18 Jun, 2021 at 5:38 PM Please visit this link to learn more about Axsy Smart Forms: © 2023 Axsy Marketing (UK) Limited Did you find it helpful? Yes No Modified on: Tue, 16 May, 2023 at 7:17 PM Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution Smart Forms are represented as JSON. Axsy Smart Forms supports the ability to allow users to make more than one selection for a Picklist Element. In this example the name is of a Custom Related. 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. For Date Elements, when viewing Date and Time or just Time in the Axsy app, the time is displayed in the mobile device's configured time zone. com website. Home Solutions. How to Edit Elements - General. Exits the Form screen and selects Yes when prompted whether they want to. Smart Forms For information on Smart Forms, please see the dedicated Axsy Smart Forms Knowledge Base: Smart Forms Portal © 2023 Axsy Marketing (UK) Limited Did. Wed, 10 Aug, 2022 at 4:44 PM. Modified on: Tue, 16 May, 2023 at 7:17 PM. 3. No. Axsy Support Plan Details. Prior to v1. Configure the Multiselect Picklist in the Designer . Select Add Controlling Value twice (in this case because there are only two values in the Controlling Picklist). Accenture Product Information. - Access to your daily, weekly and monthly agenda simplifies your schedule planning. Solution home Smart Forms Formulas. Navigate to the Utilities tab and open Rest Explorer. Optionally, install Axsy Smart Forms on AppExchange. Edit the Element and select its Reference tab. . In Salesforce, navigate to Setup > Users. 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. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart 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 Mapping, you will be able to view the mapping configurations already created for the current form and a mapping data set. Version Format. File Upload and Signature Elements The file upload element allows the following file variants to be ca. ) Axsy Managed Packages. ' after Work Order and type out the name of the Related Object/Details field name of Work Order. Smart Forms Handover 3 Release Notes. to add a new or existing section. Date and Time. When the user makes a selection for the element, the time zone information is sent back to Salesforce with the Form Response. View a Form Response Record. 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. How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. 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. Mapping between Loops and Related Lists. It is the text in the URL between axsy_forms__Form__c/ and /viewIf you run Smart Forms in a way that all forms will be run by the same Object Type,. If no published versions exist, then the Axsy Mobile App will sync the latest draft version of a Smart Form saved in the Designer. Version Form View Manual Configuration. As an example, Work Order Line Item is a Related List on the Work Order Object, and you can have more than one. 1. Details coming soon! Admin Console. Self Guided Resources. Thu, 7 Jul, 2022 at 2:31 PM. The following is a list of new features and enhancements that are included as part of the. This help guide will show you how to create a Form using the Axsy Smart Form Designer. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. 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. For more information please see here: Time Zones. 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. Select Work Order and then Fields & Relationships. Select a photo from the device's Photo Library. The Axsy Field Service mobile app is offline-first. How to make Smart Forms Visible in the Axsy Mobile Apps – App Extensions. Self-Guided Resources: Customer Portal Online portal - exclusively setup for you and your systems integrator users for all your knowledge and support needs: . Date and Time will display a drop-down list of dates and allow the user to select a. Mapping between Loops and Related Lists (Deprecated) In addition to configuring mappings for the individual fields of the record running the Smart Form, you can also loop through information on items in the Related List of the running record. form ID is the Salesforce ID of the Smart Form you want to export. Config Settings for Mapped Value or Default Value Override. Navigate to Setup > Object Manger > Form Response > Page Layout > Form Response Layout and drag and drop Response Data field into the Details Section. Axsy Smart Forms Summer '22 Release The following is a list of new features and enhancements that are included as part of the Summer '22 release of Axsy Smart Forms. 53 or above in your Org. Smart Forms are represented as JSON. No. The value of Parent Index is currently 3, as the user is on the third Repeating. Navigate to the Validation tab of the Edit window. 1. 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. 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. Images captured through Axsy Smart Forms using the device's native camera will contain geolocation information about the image. How to use Smart Form Mapping – Create Mapping Set. 2. The Add button will no longer be shown when a Smart Form Loop has only a single iteration. . abccompany. Wed, 14 Sep, 2022 at 4:53 PM. Smart Forms. Then create your Dependent Picklist. Our Ref. Smart Forms Knowledge Base. When uploading photos for Smart Forms, photo sizes are limited or compressed to a width of 1000px. Flow. . 2. button to create new sections or edit existing sections. Level 1 Support means the support service provided by You for Your end-users, including:. For text validation rules, you. Smart Forms are represented as JSON. Will display available mapping sets that have been set up for the current form. The contents of the file lists the API names of the reference objects to be white listed the format below:. Axsy Smart Forms supports the ability to upload multiple photos to a single Image Upload Element. Axsy is not responsible for any errors or omissions, or for the results obtained from the use of this information. json and is created outside of Salesforce on a workstation computer. json and is created outside of Salesforce on a workstation computer. Select Next to proceed. ; When Elements contained in a Subsection Element are visible. 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. File variants and signatures may also be synced back to the related list of the record running the smart form. g. The Axsy Mobile App will always sync the latest published version of a Smart Form, if one exists. The Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce Web UI. Fixes. To view. Smart Forms 1. 1. By default, the amount of photos a user can upload per Image Upload Element is limitless, however, a limit can be configured in the. . Smart Form. View the Files on the Salesforce Platform All the file records will be synced back. Validation Formula Evaluation Configuration. Support definitions used elsewhere in this section are listed below. Navigate to Workbench on the web and login to the Salesforce Org you are exporting from in another browser window. 2. There are four Form Response statuses that will be sent back to Salesforce when a user has started or finished a Smart Form. The following Smart Forms have been migrated by Axsy from V1 to V2 format and are available in the FFABIT org as draft format Forms and the FFATEST org as version format Forms. 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. The contents of the file lists the API names of the reference objects to be white listed the format below:. 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. Search Login or Signup to submit a new ticket. This is available in the Form Response's Status field. 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 Unlimited Smart Form Response Sizes. NOTE: This method of export will always export the most recently published version of the Smart Form. This method of Export will always Export the most recently published version of the Smart Form. 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. Launch Smart Forms via an Assessment Task Along with creating an App Extension in the Axsy app — so that Smart Forms are accessible via the Action Menu — it is also possible to link a Smart Form to an Assessment Task for a Visit so that Smart Forms can be assigned based on a Visit's Action Plan and KPIs. 3. REGEX. 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. If no published versions exists then the Axsy Mobile App will prime the latest draft version of a Smart Form saved via the Designer. 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. 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. As an example, Work Order Line Item is on the related list of a Work Order, and you can have more than one Work. Then click Done. Validation Configuration(1) 1. Edit an Element . The JSON for a Form Version is static and essentially a snapshot of the definitions of a Smart Form that the Axsy app can retrieve and display without the corresponding Elements, Sections and Picklists being present in the target Org. 1. to add a new or existing section. How to use Smart Form Mapping – Create Mapping Set. Click OK to proceed. In the corresponding box to the right, search for and select Mobile Smart Form (axsy_forms_FlowFormRunner) as the Legacy Apex action. Syntax for Mapping Elements with Record Fields. When you want to reference a specific Element, use the @ symbol and start typing the name of the Element you want to reference. These are Upsert, Update and Create. Taps the Next button to proceed to the next screen of the Smart Form. All Smart Forms are primed to the Axsy Mobile Apps for Field Service Lightning (FSL) and Retail Execution (RE) at log on. Viewing the Form Response on the Salesforce Platform . Tue, 19 Apr, 2022 at 4:38 PM. The new Form creation tool is split up into 3 main parts. Details coming soon! Admin Console. button to create new sections or edit existing sections. Updated: 04-Feb-2022 with details of links to FS 5. The following is a list of new features and enhancements that are included as part of the Winter '23 release of Axsy Smart Forms. For more information on Data Mapping Sets, please see this. Guidance to Level 1 Support Teams Reporting Issues to Axsy Level 2 Support. Disclaimer. 7. Configure Mapping for a Loop Element 1. Example: Contacts Related ListAxsy Smart Forms v1. Navigate to the Utilities tab and open REST Explorer. Select the refresh at the top right corner of the Smart Form. Record Lookup Element - New Form Element that presents a picklist to the user comprised of a list of filtered records for a given object. Export the Smart Form Firstly, you need to learn how to export a Smart Form. 2. Change the URL to. Tue, 19 Apr, 2022 at 4:47 PM. Please see here for more information: Smart Forms Portal. 1. If Continue is selected, the Smart Form will retrieve data up to the current Step that the Smart Form was on when Reload Form was. Export the Smart Form The following Smart Forms have been migrated by Axsy from V1 to V2 format and are available in the FFABIT org as draft format Forms and the FFATEST org as version format Forms. Configuration capabilities have been introduced in the Admin Console as follows: The Global tab for the Axsy Config Tool is where various global app settings are defined. 1. 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. The following example assumes this Object is a Work Order. Draft Format. Config Settings to Enable Random Section Smart Form. The image metadata is commonly. Managed Packages. Configuration capabilities have been introduced in the Admin Console as follows:All the fixes have been performed via the Smart Form Designer. How to use Smart Form Mapping – Create a Data Mapping. To create a new 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. Fixed By. Mobile device OS version(s). If the current year is 2020, we only allow a date range from January 1st 1920 to December 31st 2030. 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 order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. What's New Thi. There are two types of numeric validation rules supported for Smart Forms: Custom (Formulas) Number Range ; Custom. The material provided in these documents on this portal is for informational purposes only and is subject to change without notice. The Add button will no longer be shown when a Smart Form Loop has only a single iteration. Navigate to the Validation Tab of the Edit Window. Figure 3 shows where levels 1️⃣ and 2️⃣ in the Smart Form correspond to the Salesforce object tree. Availability: All Support Plans. Tue, 19 Apr, 2022 at 4:47 PM. 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. 3. Axsy connects seamlessly to Salesforce with an easily customisable experience across all mobile devices, thanks to our use of React Native technology. New in Axsy Summer '23 is an option to present a warning message to the user before they submit their Smart Form. From the Salesforce Platform, navigate to Setup > Platform Tools > Object Manager. Welcome . The Add button will no longer be shown when a Smart Form Loop has only a single iteration. , iPad 7th Gen, etc. Date Only will offer the user a dropdown selection of dates. Smart Forms: Enhanced UI for Loops Enhanced UI for Loops. Navigate to the Designer Tab of the Smart Form. Click Save . 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. Smart Form To maintain a Smart Form you call the SAP Form Builder. The Add button will no longer be shown when a Smart Form Loop has only a single iteration. To enable multiple Smart Forms to be accessed in a single Task, simply separate each Smart Form reference with a comma. 1. Select the three horizontal lines at the top left-hand corner of the screen. <form-ID> is the Salesforce ID of the Smart Form you want to export. 1. 34 should also be switched from Aura to LWC. Axsy Smart Forms Winter '23 Release. v1. Double-click an Element to open up the Edit Properties window straight away. View all 9. 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. This is usually stored as the longitude and latitude coordinates of the image. ' after Work Order and type out the name of the Related Object/Details field name of Work Order. Support Definitions Definitions. All of the responses provided in the element fields by the user are displayed by section – in the. set maxAllowed to number: Set a number in the field. How to Edit Elements - General. 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:Always start with the Object you are running the Form from. Type out the Label of the Object running the Smart Form. Tue, 19 Apr, 2022 at 4:50 PM. Hidden 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. 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. Our Ref Your Ref Headline Fixed by Form MP App 666 244 Back and forth navig. Mobile Device Details. 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. 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. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. 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. 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. Disclaimer. The white list file must be named: axsy_smart_forms_config. The synchronised data is securely stored in a symmetric key AES-256 bit encrypted database. Only Salesforce Lightning is supported. To do so include axsy_forms__Form__c in your Sync Config Scope. The following is a list of new features and enhancements that are included as part of the Summer '22 release of Axsy Smart Forms. Introduction. Smart Form Handover Releases 10. It's possible to change this setting so that if mapping data from Salesforce exists (non-empty Salesforce Fields), it will override. Axsy Smart Forms v1. 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 process to setup the. 1. Please see our mapping knowledge article here. e. Axsy is not responsible for any errors or omissions, or for the results. Handover 1 – Update 19-Oct-21. 34 of Smart Forms, Axsy uses Lighting Web Components (LWC) to render the Designer Form View. How to deploy Smart Forms using Salesforce Flow -. . Version Format. g. The Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce web UI, i. 2. Mappings for this Form. Navigate to the Forms Object. Details coming soon! Admin Console. Smart Forms Handover 3 Release Notes. Your loop should look something like this on the Section Elements Manager: Here, the loop will begin on the Address. Wed, 25 Jan, 2023 at 3:56 PM. Navigate to the Visibility tab of each of the Text Elements' Edit window and use this formula: BooleanName == false. Headline. Yes. Once you are happy with your answers, select the Submit button. Yes. 1. In the Axsy app, select a File Upload Element and then 'Choose Photo'. Creating Smart Forms 7. Navigate to the Forms Object. Version Format. Supported Barcode Formats: UPC E CODE 39 CODE 39 MOD 4. 1. Configure an Element's Mapping Tab. Enter a SQOL-based formula. List the API Names of the Standard and Custom Objects you want to be included in the schema for the Mapping Lookup Tool using the structure below. 3. Axsy Support. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. Type out 'Work Order' in the field path input. 8. Exporting Smart Forms. 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. 2. . How to use Smart Form Mapping – Create a Data Mapping. Smart Forms Portal. The white list file must be named: axsy_smart_forms_config. The Tickets described in these release notes have been fixed by Axsy. For a change to a. As Loops are frequently used for mapping purposes only not for looping this will provide greater UI space for Smart Form completion. 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. 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. 37 23/07/2021. Axsy Smart Forms provides sophisticated mobile surveys and forms that can include intelligent logic. The app primes (syncs) all Fields and Related Lists within the configured syncing scope, however, Related Lists need to be on the Page Layout of the record's Object Type in order to synced. 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. Section Name. New installations of Smart Forms v1. Image File Size. Using a Boolean as a Trigger for a JumpTo Element It is best practice to only use a Boolean to trigger a JumpTo Element when the Boolean is set to True (or 'Yes'). com, e. Setup the Flow on the Salesforce Platform 1. This package is free so licences will be assigned to all users. The two images below show the old and the new UI. Three radio buttons will appear under the text box for Text, Numeric, Picklist, Boolean and Date Elements. Navigate to the Forms Object 1. For Date and Time, the format should be: "yyyy-MM-dd HH:mm:ss". This geolocation information is stored as part of the image's embedded metadata set. If there are any changes made on Salesforce which affect the Smart Form, these changes do not automatically update the version of the Smart Form which is locally stored on the Axsy Mobile App. 2. How to Deploy Smart Forms Using Salesforce Flow - Hardcoded Smart Form ID. 2. Process. 1. Handover 1 - Update 19-Nov-21. Change the URL to. From Salesforce Setup, use the Quick Find search and type in Flows.