Wed, 14 Sep, 2022 at 4:53 PM. Not your computer? Use a private browsing window to sign in. Smart 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. 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. The new field needs to be set as a Lookup field to the Form Object. 3. Strict mode is enabled by default, but may be disabled at Smart Form level by the introduction of the text: "strictFormulaEvaluation": false in. Search Login or Signup to submit a new ticket. Work Order Line Item), it is also possible to configure the same with a Related List that falls further down the Object Tree via Lookup Objects. Date and Time. Section Name. json and is created outside of Salesforce on a workstation computer. The supported icon types are as follows: Action; Info; Required; Warning; Configuring the Text Label Icon. com website. 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. Config Settings for Mapped Value or Default Value Override. Export the Smart Form Firstly, you need to learn how to export a Smart Form. The Axsy Smart Forms solution works with all Axsy Mobile Apps and is free, so licenses will automatically be assigned to all users. It is possible to set a default date value outside of this range in the Designer. , iPad 7th Gen, etc. 1. 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. How to Edit Elements - General. 2. 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. 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. 1. CrystalDiskInfo is a free easy-to-use open-source Windows application that will show you S. . How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. Config Setting For Check Before Smart Form Submission. First, you need to export a Smart Form from the source Org. 30% of net Axsy licence fees. Solution home Axsy Smart Forms Smart Form Config Settings. 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. Please click here for more information on this process: Exporting Smart Forms. Axsy is not responsible for any errors or omissions, or for the results obtained from the use of this information. Tue, 19 Apr, 2022 at 4:47 PM. Support Model. As a Project Manager, for Data Centers my expertise lies in coordinating projects that fuel transformation, optimize operations and yield exceptional. New installations of Smart Forms v1. The following example assumes this Object is a Work Order. Axsy Smart Forms allows users to reference Elements from a specific Loop iteration by using indexes. Tue, 16 May, 2023 at 7:17 PM. The text box will be larger on the Axsy Mobile App form screen compared to the standard Text Element's size. Modified on: Fri, 2 Jun, 2023 at 7:59 PM. 0 mobile apps. How to use Smart Form Mapping – Create a Data Mapping. Type of validation rule. . 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). No. 2. Prior to v1. Home Solutions. 7. View all 7. 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. Enter your search term here. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Guidance to Level 1 Support Teams Reporting Issues to Axsy Level 2 Support. All Smart Forms are primed to the Axsy Mobile Apps for Field Service Lightning (FSL) and Retail Execution (RE) at log on. Modified on: Tue, 16 May, 2023 at 7:17 PM. ) based on the file types that are accessible on your device. Smart Forms Portal NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. B. Config Settings for Mapped Value or Default Value Override. 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. 34 and later use LWC and upgrades from versions lower than v1. View all 7. Further extensibility is possible via Axsy's own suite of Salesforce-native, no-code tools such as Smart Forms and Dashboards. 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. Smart Forms are represented as JSON. Smart Form Config Settings 5. Navigate to the Repeating tab and select the Repeating? toggle to activate it. 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. Then create your Dependent Picklist. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution When Axsy Smart Forms are completed and submitted. set maxAllowed to number: Set a number in the field. How to deploy Smart Forms using Salesforce Flow - Custom Work Order Field. 56 and later. To export a Smart Form you need to do so through the REST API from Workbench. From the Setup menu select and open the Object Manager. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution Lookup Table Elements are a way to access information via a customisable table that takes two inputs and generates a single output value. button to create new sections or edit existing sections. New. Axsy Implementation Support Initial Org Setup. 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. When the user comes across a File Upload element with the Document variant, they will be prompted to select an existing file on their device and attach it to the Smart Form. C. Modified on: Fri, 16 Jun, 2023 at 7:30 PM. 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 the three horizontal lines at the top left-hand corner of the screen. Upload the JSON file to Files on Salesforce. Config Setting to Disable Smart Form Share Summary. 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. Figure 1 shows a config that ensures all Smart Form Record ID's are synchronised to mobile devices. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. videos, PDFs, etc. 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. being present in the target Org. The text box will be larger on the Axsy Mobile App form screen compared to the standard Text Element's size. 4. Figure 3 shows where levels 1️⃣ and 2️⃣ in the Smart Form correspond to the Salesforce object tree. For Mapping, you will be able to view the mapping configurations already created for the current form and a mapping data set. Select Axsy Smart Forms, Next > Next > Save. 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. Adding a File in the Mobile App. Then double click on the Apex Action (Legacy) process flow and assign the FormId parameter to the value captured in Step 1 above. These types encompass areas like linguistic, logical-mathematical, musical, spatial, bodily-kinesthetic, interpersonal, intrapersonal, and naturalistic intelligences, emphasizing a. Axsy Support Plan Details. Smart Form. Available In: Axsy Smart Forms v1. MM, SD, LE, dunning,. The Global tab for the Axsy Config Tool is where various global app settings are defined. When mobile workers fill out and submit a form in Field Maps, they are adding or updating a feature within the layer. 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. Navigate to the Designer Tab of the Smart Form Under the Designer ta. The drag-and-drop builder includes elements, question types, and widgets that aren’t seen on Google Forms or most alternatives. M. Select GET as the HTTP request. When viewing the Global tab of the Axsy Config Tool, selecting the Smart. Form Layout - Subsections A Subsection – or new screen – will occur in the Axsy Mobile App under the following circumstances: Before and after Loop Elements. AR. Please click here. json. 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. 4. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution To create an Axsy Smart Form, you use the Axsy Sm. The configuration options are: "disableShareSummary ":true or false. 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. being present in the target Org. 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. For more on this, please see: Smart Forms. Axsy Smart Forms v1. This geolocation information is stored as part of the image's embedded metadata set. 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. 2. Drag and drop the Related Lists component onto the Form Version Page Layout. You can find the total COUNT of the amount of windows data has been recorded for by referencing any of the elements within the Loop. 2. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution After users have completed their Smart Form, there is an opportunity to review answers and make any changes before submitting it as. Save your changes. Navigate to the Manage Picklists button. How to Edit Elements - General. Object Model for Mapping Elements with Record Fields (Deprecated) 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 relationship. Select GET as the HTTP request. Create web form. If you run Smart Forms in a way that all forms will be run by the same Object Type,. Scroll through the menu to see what point you have reached in the Form. Image File Size Print. The Tickets described in these release notes have been fixed by Axsy. 3. The supported icon types are as follows: Action; Info; Required; Warning; Configuring the Text Label Icon. By default, the amount of photos a user can upload per Image Upload Element is limitless, however, a limit can be configured in the. Add ‘Program Lines’. How to Deploy Smart Forms Using Salesforce Flow - Hardcoded Smart Form ID. . 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. Edit the Element and select its Reference tab. When viewing the Global tab of the Axsy Config Tool, selecting the Smart. 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. Deleting Rows and Columns from a Lookup Table Print. NOTE: Hidden fields will always be empty when sent back to Salesforce in the FormSolution home Axsy Smart Forms Smart Form Data Mapping. Smart Form Response Size >= 132KB. Related List path uses one Lookup Field to access the Related List from the Work Order :Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution Once you have added an Element to the Smart Form Designer, you can use the edit function to manage the properties of the Element, including. Around 38% of all women who are murdered globally are killed at the hands of their current or former partner. This is usually stored as the longitude and latitude coordinates of the image. 4. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. 5. How to Edit Elements – Validation Rules for Numeric Elements. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. 2. To view previous version. Image File Size. For instance, say you wanted to create an employment application form, you could add columns, a file upload option for. Change the URL to: /services/apexrest/axsy_forms/form/<form-ID> <form-ID> is the. 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. From our experience, here are five great ways to use this tool to collect regulatory data: Influenza, Pneumococcal, and COVID-19 vaccine screening. Updated: 04-Feb-2022 with details of links to FS 5. We encourage you to read the information below carefully. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. You will be alerted that these changes will affect the other forms that the section appears in when you Save your changes. Deploying Smart Forms 5. How to use Smart Form Mapping – Create Mapping Set. 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. As an example, Work Order Line Item is a Related List on the Work Order Object, and you can have more than one. Delivery Schedule Most of the Smart Forms have been directly or indirectly updated via changes to shared. No. Config Setting to Disable Smart Form Share Summary. There are two main ways you can edit an element. Export the Smart Form . Availability: All Support Plans. 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. Paste the above code into ‘%CODE1’. 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. 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. This method requires saving the JSON data of the Smart Form into a text file. Deploying Smart Forms with Salesforce Flow - Hardcoded Smart Form ID. The planned content and features may change right up until general availability. User settings can reduce the. g. Axsy provides support to your Level 1 Support team assisting You when You have an operational service using Axsy products. All of the responses provided by the user are. 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. Mobile device model(s) (e. Access the information to help understand requirements, process and eligibility. 34 should also be switched from Aura to LWC. Select the. Wed, 31 May, 2023 at 7:51 PM. Axsy Smart Forms allows users to reference Elements from a specific Loop iteration by using indexes. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. To view previous version. Step 4 of 5 Zero-code adaptability . This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. It's possible to change this setting so that if mapping data from Salesforce exists (non-empty Salesforce Fields), it will override. 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. After successful implementation of the SAP Note. 7. These are Upsert, Update and Create. 53 or above in your Org. 53 or above in your Org. Exits the Form screen and selects Yes when prompted whether they want to. Government search facility for. 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. Note that the name must begin with a Z to avoid conflict between your. Enter a SQOL-based formula. There are two main ways you can edit an element. Disclaimer. Full-Screen Designer Print. Form Sections - Shared Sections Modified on: Fri, 12 May, 2023 at 5:27 PM. Work Order Line Item), it is also possible to configure the same with a Related List that falls further down the Object Tree via Lookup Objects. Type of validation rule. Mapping between Loops and Related Lists. 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. When a user selects to use an available Form Response as an answer template, the answers from the Form Response take. ) based on the file types that are accessible on your device. The material provided in these documents on this portal is for informational purposes only and is subject to change without notice. Mobile Device Details. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. 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. 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. Learn moreAbout AEM Forms. 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. View the Files on the Salesforce Platform . 1. Navigate to Setup > Object Manger > Form Response > Page Layout > Form Response Layout and drag and drop Response Data field into the Details Section. 2. Enhanced UI for Loops. 1. This geolocation information is stored as part of the image's embedded metadata set. 54). To do so include axsy_forms__Form__c in your Sync Config Scope. If the lookup field is a custom field, that means including the __r postfix of with the API Name of the lookup field. Self Guided Resources. It is the text in the URL between axsy_forms__Form__c/ and /view <form-ID> is the Salesforce ID of the Smart Form you want to export. The application is available as a portable app or with an installer. Navigate to the Utilities tab and open Rest Explorer. Form Sections - Shared Sections. Axsy is not responsible for any errors or omissions, or for the results obtained from the use of this information. Smart Forms allow you to add existing Sections that have already been created to other Forms. 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. Then you need to import the Smart Form into the target Org. For more on how to edit an Element in the Designer, please see this article for more information: How to Edit Elements - GeneralIf 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. . Config Setting For Check Before Smart Form Submission. Can I Jump To a Loop Element? No. Scroll to the top of the Picklist Menu and select the 'New Picklist'. As an example, Work Order Line Item is on the related list of a Work Order, and you can have more than one Work. 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. 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. 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 for an Element's field. 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. Choose New. Smart Forms 1. Configure the Multiselect Picklist in the Designer . Then click Done. Click on System Bar Code option and Click on Change. We do NOT need advanced features like interactive forms, electronic signature etc. If the current year is 2020, we only allow a date range from January 1st 1920 to December 31st 2030. While creating your Smart Forms, you can choose to have the Designer load in a new window, without the Salesforce details located above it for a larger UI experience. 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. 1. 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. To create new sections or edit existing sections, s elect the Edit button. 3. Finally in. axsy. How to Edit Elements - General. Navigate to the Manage picklists button in the Designer and select Create Picklist once. 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. Modified on: Tue, 16 May, 2023 at 7:17 PM. As Loops are frequently used for mapping purposes only not for looping this will provide greater UI. Select Add Controlling Value twice (in this case because there are only two values in the Controlling Picklist). In the corresponding box to the right, search for and select Mobile Smart Form (axsy_forms_FlowFormRunner) as the Legacy Apex action. It is possible to set a default date value outside of this range in the Designer. 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. Sections that have conditional visibility formulas may be skipped if they are not visible and jump to's may be used to go to a. provide any customer number (check if data is available in table SCUSTOM) and click on Display PDF button. 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. Select New to create a new custom field. Then double click on the Apex Action (Legacy) process flow and assign the FormId parameter to the value captured in Step 1 above. We just would like to. New in Axsy Summer '23 is an option to present a warning message to the user before they submit their Smart Form. All Axsy support website instances are prefixed with a company or organisation name followed by the suffix support. 7. 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. Mon, 13 Mar, 2023 at 3:10 PM. . 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. Figure 3 – Corresponding Level Comparison between the Smart Form and the Object Tree. 2. Date and Time is not currently. R. 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. 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. View all 7. The Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce Web UI. Image thumbnails may now be inspected directly From the Smart Form Summary. Tue, 19 Apr, 2022 at 5:20 PM. In the Details tab of your 'New Picklist', rename your picklist. Therefore, the 4MB JSON file limit should not be exceeded as your forms may not function within the Axsy Mobile Apps. Mappings for this Form. 10. Without this a user will be forced to. People take the time to adjust settings on their smartphones, and the EHR should be no different. Version Format. View the Files on the Salesforce Platform . Status with CrystalDiskInfo. Config Settings to Enable Random Section Smart Form. In the absence of a. Making use of Smart PDFs involves the following three steps:. Fri, 17 Feb, 2023 at 5:49 PM. Smart Forms. . for Salesforce Field Service, Public Sector Solutions or Consumer Goods Cloud - may likely also need to be assigned to users. Select file (s) you want to use for the web form. Syntax for Mapping Elements with Record Fields. For example, by selecting 'Account', a list of available account records will be displayed in the record lookup picklist. Deploying Smart Forms 4. In order to. 1696511 – Problems when printing in landscape format on Zebra printers. How to Create an Axsy Smart Form – Using the Axsy Smart Form Designer. Select the global Edit button and then select the Edit icon next to an element. Tue, 16 May, 2023 at 6:16 PM Smart Form SummaryAvailable in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution After users have completed their Smart Form, there is an opportunity to review answers and make any changes before submitting it as a Form. Example Smart Form ObjectsAxsy Mobile App Details. . To view the menu, select the three horizontal lines at the top left-hand corner of the screen. Form Sections - Shared Sections.