ELSE. Switch to Edit Mode. 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. 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. Providing resolutions to common problems for. 4. 53 or above in your Org. In the Details tab of your 'New Picklist', rename your picklist. 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. As the Work Order is running the Smart Form, no Lookup Fields are used to access the Related List. 2. To re-publish a Smart Form, follow the above steps again. Modified on: Tue, 16 May, 2023 at 7:17 PM. Please click here. Example Smart Form ObjectsIn Axsy Smart Forms the File Upload Element supports upload of: Images; Documents; Videos; When these file types are are synchronised back to Salesforce they can be found inline with the Form Response as well as being listed in. In the absence of a. How to use Smart Form Mapping – Create Mapping Set. Smart Form. For persons with disabilities experiencing difficulties accessing content on a particular DFAS. It is located just under the Designer tab – the furthest button to the left. Then create your Dependent Picklist. Modified on: Fri, 14 Jul, 2023 at 8:40 AM. Wed, 31 May, 2023 at 7:51 PM. 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. The drag-and-drop builder includes elements, question types, and widgets that aren’t seen on Google Forms or most alternatives. Taps the Next button to proceed to the next screen of the Smart Form. The supported Icon types are as follows: Action (A) Information (I) Requirement(R) Warn. ”. All of the responses provided by the user are. Select GET as the HTTP request. g. Managed Packages. Axsy Smart Forms supports the ability to upload multiple photos to a single Image Upload Element. g. 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. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Enhanced UI for Loops Enhanced UI for Loops. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution When Axsy Smart Forms are completed and submitted. json and is created outside of Salesforce on a workstation computer. 42 Modified on: Wed, 8 Sep, 2021 at 10:12 AM. . being present in the target Org. 1. Deploying Smart Forms 4. Insert a graphic object and in ‘General Attributes’ table type ‘&G_NAME& in Name, ‘GRAPHICS’ in Object and ‘BMAP’ in ID properties. 8. Open up the Edit Properties Window for the element and navigate to the Mapping tab. 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. Gravity Forms cons: Limited choice of pre-made templates. 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. Wed, 10 Aug,. 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. 30% of net Axsy licence fees. Select GET as the HTTP request. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution Along with testing your Smart Forms on the Axsy Mobile App, it is also possible to run a preview of your Form in the web as a quick and efficient way to check that your Elements and formulas are displaying and working as intended. Mapping between Loops and Related Lists (Deprecated)Please see this article for more information on the Smart Form Designer and Elements: How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. 7. Configuring Mapping Between Loops and Related Lists 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. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution When using Smart Forms on the Axsy Mobile App, users can speak into the microphone to fill in any Text Element when the keyboard is opened. 1. Configure the Repeating Section in the Designer. Smart Forms Knowledge Base. If the value provided for either ROW or COLUMN does not find a match in the table, the formula will return an empty value. 2. Select New to create a new custom field. Select App Default and then the Assign as App Default Button beneath. Click Save . Yes. The material provided in these documents on this portal is for informational purposes only and is subject to change without notice. Strict mode is enabled by default, but may be disabled at Smart Form level by the introduction of the text: "strictFormulaEvaluation": false in. Next in the Config field for the Smart Form enter "allowRandomAccess":true to enable Random Smart Form navigation. AR. From the Setup menu select and open the Object Manager. Select Add Controlling Value twice (in this case because there are only two values in the Controlling Picklist). Save your fillable PDF:End Result –. Smart Forms. 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. . Tue, 19 Apr, 2022 at 5:20 PM. To create a new Smart. There are two types of numeric validation rules supported for Smart Forms: Custom (Formulas) Number Range ; Custom. . Solution home Axsy Smart Forms Creating Smart Forms. Note: Master form templates can contain placeholders for static data, for example, a logo and a footer. How to use Smart Form Mapping – Create a Data Mapping. To confi. Without this a user will be forced to. In the Forms section, the Layers list displays each layer in the map. 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 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. Solution home Axsy Smart Forms Smart Form Data Mapping. Please note that the conclusions in this document are purely based on my. Any changes made on Salesforce which affect the Smart Form will not be automatically updated within the Axsy Mobile Apps, meaning a re-login is required to prime any Smart Form. Only Salesforce Lightning is supported. . 2. A Flow can then reference this custom field and dynamically. IF ls_outputparams – copies EQ 0. Paste the above code into ‘%CODE1’. This data is displayed on each form page. 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. Config Settings for Mapped Value or Default Value Override. For a change to a shared section to take effect in a specific form, that form needs to be published. . Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Smart Forms PortalNOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. 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. 1. Config Settings to Enable Random Section Smart Form. Click OK to proceed. 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. This Permission Set is suitable for users who are designing, managing and creating Smart Forms via the Designer. 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 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. Tabs may differ for each Element type. If the lookup field is a custom field, that means including the __r postfix of with the API Name of the lookup field. The image metadata is commonly referred to as. 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. 1. for Salesforce Field Service, Public Sector Solutions or Consumer Goods Cloud - may likely also need to be assigned to users. In some cases, abuse can escalate to murder. To enable multiple Smart Forms to be accessed in a single Task, simply separate each Smart Form ID with a comma. Salesforce Field Service powered by Axsy - Version Number 1. When a user selects to use an available Form Response as an answer template, the answers from the Form Response take. 2. The Axsy Mobile App loads Smart Forms during the app's initial sync. Axsy Smart Forms support the following file types in the Axsy Mobile App: Image Upload Element Attach a Photo Taken From the Device's Camera Ro. ) based on the file types that are accessible on your device. . 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. Configure the web form. If you run Smart Forms in a way such that all Forms will be run by the same object type, you can create a custom lookup field on the Form Response object that directly relates a Form Response record to the record that ran the Form. Customize Your ED TrackBoard. Smart Form Text Elements can support a larger capacity for text space. 1. 3. 4. 1. 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. The first Permission Set is the Axsy Smart Forms Full User. As an example, Work Order Line Item is on the related list of a Work Order, and you can have more than one Work. 2. g. 31 and above installed and have the relevant access rights to make the changes. Note that the name must begin with a Z to avoid conflict between your. Step 5 of 5. Tue, 16 May, 2023 at 7:17 PM. Select a file or scan a document: Acrobat will automatically analyze your document and add form fields. Full-Screen Designer. 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. Example Smart Form ObjectsAxsy Mobile App Details. Mapping ConfigurationsAvailable in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. To export a Smart Form you need to do so through the REST API from Workbench. 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. Select Work Order and then Fields & Relationships. Solution home Axsy Smart Forms Creating Smart Forms. Even if the Element is hidden in this way, the value. 3. No. Level 1 Support means the support service provided by You for Your end-users, including:. Smart Forms. 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. Navigate to the Utilities tab and open Rest Explorer. Viewing the Form Menu. Specify the record type by selecting an object for the Record type field. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution, Axsy Smart Forms In addition to assigning users. Images captured through Axsy Smart Forms using the device's native camera will contain geolocation information about the image. . axsy. , iPad 7th Gen, etc. Jump To Elements cannot have a target Element that is a Loop Element or an Element within the Loop. 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. Solution home Axsy Smart Forms Lookup Table Elements. In the corresponding box to the right, search for and select Mobile Smart Form (axsy_forms_FlowFormRunner) as the Legacy Apex action. Drag and drop an Action onto the main screen (under the Elements tab of the Toolbox). g. Version Format. 53 or above in your Org. Axsy Smart Forms allows users to reference Elements from a specific Loop iteration by using indexes. You will see below result on screen. 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. Next in the Config field for the Smart Form enter "allowRandomAccess":true to enable Random Smart Form navigation. All information in these documents on this portal. Smart Form Config Settings 2. How to create fillable PDF files: Open Acrobat: Click on the “Tools” tab and select “Prepare Form. Smart Forms are represented as JSON. Configure the Multi-Select Picklist in the Designer. Deploying Smart Forms 5. This file gets created on Salesforce as a ContentDocument and linked to the form response record as a related file. Prior to v1. Axsy provides support to your Level 1 Support team assisting You when You have an operational service using Axsy products. Support definitions used elsewhere in this section are listed below. Government search facility for. To view these empty fields, you need to use the field toggle furthest to the right side of the screen. Export the Smart Form Firstly, you need to learn how to export a Smart Form. Differences Between 'Hidden' and 'Invisible' Elements Hidden. NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. Draft Format. Navigate to Setup > Object Manger > Form Response > Page Layout > Form Response Layout and drag and drop Response Data field into the Details Section. Support Barcode Formats. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. ) based on the file types that are accessible on your device. axsy. Double-click an Element to open up the Edit Properties window straight away. The above formats do not include time zones. 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. Config Setting For Check Before Smart Form Submission. It is the text in the URL between axsy_forms__Form__c/ and /view Relate a Smart Form Response to its Running Record Create a Custom Field. 2. In the corresponding box to the right, search for and select Mobile Smart Form (axsy_forms_FlowFormRunner) as the Legacy Apex action. g. 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. Delivery Schedule Most of the Smart Forms have been directly or indirectly updated via changes to shared. 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. For more on this, please see: Smart Forms. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution To export a Smart Form you need to do so through the REST Explorer. Full-Screen Designer. Accenture Product Information. Supported Barcode Formats: UPC E CODE 39 CODE 39 MOD 4. Export the Smart Form . 53 or above in your Org. Click on the Setup Cog and select Setup. The first step to do so is to create a custom record field on the object that is intended to run the Axsy Smart Forms. As mentioned above, when the visibility condition is true, elements will be hidden. [Key players or teams] will accomplish this goal by [what steps. Date Only will offer the user a dropdown selection of dates. NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. How to make Smart Forms Visible in the Axsy Mobile Apps – App Extensions. 2. Search Login or Signup to submit a new ticket. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution All Smart Forms are primed to the Axsy Mobile Apps at login. attributes for mechanical hard drives (HDD), solid-state drives (SSD), and Non-Volatile Memory Express (NVMe) drives. com website. Yes. Sections that have conditio. 2. These types encompass areas like linguistic, logical-mathematical, musical, spatial, bodily-kinesthetic, interpersonal, intrapersonal, and naturalistic intelligences, emphasizing a. 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. Tue, 16 May, 2023 at 6:16 PM Smart Form SummaryAll the fixes have been performed via the Smart Form Designer. Axsy products are offline first, which means after the initial sync with Salesforce an Axsy mobile app must have all of the data records it needs to work when the app is offline. The presentation of Axsy Smart Forms can be enhanced by making use of rich text formatting, revealing collapsable content on demand and making use of columns presentation. Using the Mapping Lookup Tool Print. 7. In the Axsy app, select. If the current year is 2020, we only allow a date range from January 1st 1920 to December 31st 2030. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. 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. Once you have opened up the Edit Properties window for a Text Element, select the Validation tab at the top of the window. Publish your form online. It may take a few minutes for the Response Data field to be added to the Form Response Object. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution Smart Forms allow you to add existing Sections that have already been created to other Forms. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. Knowledge Base and FAQ Library Find informative content and FAQ's on all of Axsy's products: . 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. . 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. com, e. for Salesforce Field Service, Public Sector Solutions or Consumer Goods Cloud - may likely also need to be assigned to users. Note level 0️⃣ is the object used to launch to Smart Form, but no mapping, in this example is applied. Form Sections - Shared Sections. 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. Config Settings to Enable Random Section Smart Form Navigation. The Axsy Mobile App will always sync the latest published version of a Smart Form, if one exists. 2. Smart Form Data Mapping 9. Fantastic selection of add-ons. The new Form creation tool is split up into 3 main parts. Pop-up prompting the user to use a previous Form Response as an answer template. New installations of Smart Forms v1. Modified on: Mon, 5 Jun, 2023 at 10:01 PM. 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. Define the Name and Description of the Bar code. There are two main ways you can edit an element. Tue, 19 Apr, 2022 at 4:50 PM. g. Please click here. Navigate to the Manage picklists button in the Designer and select Create Picklist once. 1. Viewing the Form Menu. 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 first instance of a validation evaluation is when a user edits an Element in the Axsy Mobile App. Edit the Form Response Object's Page Layout . 1. ; When Elements contained in a Subsection Element are visible. To switch to Edit Mode you can either: Double-click an Element to open up the Edit Properties window straight away. 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. Mapping Syntax Modified on: Fri, 16 Jun, 2023 at 7:15 PM. Wed, 24 Aug, 2022 at 7:01 PM. Deploying Smart Forms with Salesforce Flow - Hardcoded Smart Form ID. If no published versions exist, then the Axsy Mobile App will sync the latest draft version of a. 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. All of the responses provided in the element fields by the user are displayed by section – in the. 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. People take the time to adjust settings on their smartphones, and the EHR should be no different. 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. To view these empty fields, you need to use the field toggle to enable this. Axsy Support. View Version History. Axsy Implementation Support Initial Org Setup. The Axsy Mobile Apps load Smart Forms during app priming. 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. Scroll through the menu to see what point you have reached in the form. How to Edit Elements - General. g. Edit the Form Response Object's Page Layout . 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. 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. . All Axsy support website instances are prefixed with a company or organisation name followed by the suffix support. 1. Click on Create (F5). Smart Form. ) Axsy Managed Packages. support. 3. If the Form is running on a Work Order and you want an Element to map to the 'Phone' field of the Contact assigned to the Work Order, you'd use 'Contact. R. Change the URL to: /services/apexrest/axsy_forms/form/<form-ID> <form-ID> is the. 3. File Upload and Signature Elements The file upload element allows the following file variants to be ca. Navigate to the Utilities tab and open REST Explorer. Config Settings for Smart Form Images Print. Therefore, the 4MB JSON file limit should not be exceeded as your forms may not function within the Axsy Mobile Apps. being present in the target Org. You can enter a name and a description for the bar code. Solution home Axsy Smart Forms Smart Form Config Settings. . set maxAllowed to field value: Select an Element that will be. Figure 1 – Disable Share Summary Configuration. The Axsy Smart Forms solution works with all Axsy Mobile Apps and is free, so licenses will automatically be assigned to all users. <form-ID> is the Salesforce ID of the Smart Form you want to export. Retail Execution 1. From the Salesforce Platform, navigate to Setup > Platform Tools > Object Manager. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. The form creation tool is split up into 3 main parts. Then click Done. Modified on: Fri, 14 Jul, 2023 at 8:40 AM. How to Name Elements and Reference Elements. Self Guided. Deploying Smart Forms 5. Configure an Element's Mapping Tab. Select the global Edit button and then select the Edit icon next to an element. Image Naming for Photos, Documents, Videos and Signatures. To do so include axsy_forms__Form__c in your Sync Config Scope. 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. Disclaimer. ; When Elements contained in a Subsection Element are visible. How to. Jotform is a feature-rich form builder with free and premium versions. 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. Create an interface first for the adobe form.