Exits the Form screen and selects Yes when prompted whether they want to save their. If the value provided for either ROW or COLUMN does not find a match in the table, the formula will return an empty value. <form-ID> is the Salesforce ID of the Smart Form you want to export. 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. The image metadata is commonly referred to as. ELSE. Home Solutions. The first Permission Set is the Axsy Smart Forms Full User. 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. New in Axsy Summer '23 is an option to present a warning message to the user before they submit their Smart Form. 3. Then you need to import the Smart Form into the target Org. 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. Example: To reference two Smart Forms to a Task, the Comments field value would look something like AXSY_FORM_LIST=a1O1x000003qElfEAE,a1O1x000003qEjKEAUIn 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. Creating a New. This document is based on the information from the above SAP-Notes. Under Process Automation, select Flows. It is possible to set a default date value outside of this range in the Designer. In the Forms section, the Layers list displays each layer in the map. The Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce Web UI. 2. 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. Configure how many times the Section should repeat. Not your computer? Use a private browsing window to sign in. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. Wed, 31 May, 2023 at 7:51 PM. Select the. ) based on the file types that are accessible on your device. The white list file must be named: axsy_smart_forms_config. Exporting Smart Forms. 2. To switch to Edit Mode you can either: Double-click an Element to open up the Edit Properties window straight away. Delivery Schedule Most of the Smart Forms have been directly or indirectly updated via changes to shared. Once you have created an Axsy Smart Form, you can make the Smart Form available in the Axsy Mobile App by setting up a Salesforce Flow. The following is a list of new features and enhancements that are included as part of the February '22 release of Axsy Smart Forms. Wed, 10 Aug,. Navigate to the Visibility tab of each of the Text Elements' Edit window and use this formula: BooleanName == false. Therefore, the 4MB JSON file limit should not be exceeded as your forms may not function within the Axsy Mobile Apps. Select Alignment as “Normal”. 1. Smart Forms Knowledge Base. Navigate to the Forms Object. Prior to v1. 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. This file gets created on Salesforce as a ContentDocument and linked to the form response record as a related file. To view previous version. Available In: Axsy Smart Forms v1. Run a Smart Form in the Axsy Mobile App . com. When a user selects to use an available Form Response as an answer template, the answers from the Form Response take. How to Edit Elements - General. 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. In addition to attaching images and signature files to a Smart Form, we also support additional file types (e. Viewing the Additional Data Fields. . 4. Click on System Bar Code option and Click on Change. Choose New. In the Details tab of your 'New Picklist', rename your picklist. Please visit this link to learn more about Axsy Smart Forms: © 2023 Axsy Marketing (UK). Confirming Form SubmissionThis help guide will show you how to create a Form using the Axsy Smart Form Designer. Next in the Config field for the Smart Form enter "allowRandomAccess":true to enable Random Smart Form navigation. 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. Config Settings to Enable Random Section Smart Form Navigation. The JSON for a Form Version is static and is essentially a snapshot of the definition of a Smart Form that the Axsy Mobile App is able to retrieve and display without requirement the corresponding Elements, Sections, Picklists, etc. 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. Wed, 25 Jan, 2023 at 3:56 PM. 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. Smart Forms allow you to add existing Sections that have already been created to other Forms. Step 4 of 5 Zero-code adaptability . 7. AEM Forms combine form authoring, management, and publishing along with correspondence management capabilities,. Next in the Config field for the Smart Form enter "allowRandomAccess":true to enable Random Smart Form navigation. 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: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. For Mapping, you will be able to view the mapping configurations already created for the current form and a mapping data set. This permission set allows the user to have full access to both create Smart Forms on the Salesforce Platform and to run Axsy Smart Forms on the Axsy Mobile App. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Date Only. A Hidden Element is an Element that is not displayed in the Axsy Mobile App due to the outcome of a formula on the Visibility tab being evaluated as true. 1. Smart Forms 1. NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. Syntax for Mapping Elements with Record Fields. 6. Pop-up pr. 3. It is possible to set a default date value outside of this range in the Designer. Scroll to the top of the Picklist Menu and select the 'New Picklist'. CALL FUNCTION. You can build a form for each of the three layers, but for this tutorial you'll focus on the Amenities layer, which is. Full-Screen Designer. Differences Between 'Hidden' and 'Invisible' Elements Hidden. 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. Disclaimer. Hidden fields will always be empty when sent back to Updated: 04-Feb-2022 with details of links to FS 5. If the value provided for either ROW or COLUMN does not find a match in the table, the formula will return an empty value. Date and Time will display a drop-down list of dates and allow the user to select a time with it. This screen is not explicitly included in the Designer, but is included in all Smart Forms on the Axsy Mobile App. It may take a few minutes for the Response Data field to be added to the Form Response Object. 42 Modified on: Wed, 8 Sep, 2021 at 10:12 AM. Reporting. 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. 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. 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. Select the Edit button for the Section. Axsy Retail Execution Knowledge Base. Configure the Multiselect Picklist in the Designer . NOTE: The naming conventions described in this article apply to Axsy Smart Forms Managed Package v1. In the corresponding box to the right, search for and select Mobile Smart Form axsy_forms_FlowFormRunner as the Legacy Apex action. Figure 3 – Corresponding Level Comparison between the Smart Form and the Object Tree. Solution home Axsy Smart Forms Smart Form Config Settings. 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. 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. Axsy Implementation Support Initial Org Setup. Smart Form Config Settings 5. In a real scenario these values will be send to the Adobe Form from the driver ABAP program or the. Select New to create a new custom field. 31 and above installed and have the relevant access rights to make the changes. All Axsy support website instances are prefixed with a company or organisation name followed by the suffix support. New in Axsy Summer '23 is an option to present a warning message to the user before they submit their Smart Form. 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. How to Edit Elements – Validation Rules for Text Elements. User signaturesAxsy 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. Guidance to Level 1 Support Teams Reporting Issues to Axsy Level 2 Support. Learn moreAbout AEM Forms. Providing resolutions to common problems for. The Global tab for the Axsy Config Tool is where various global app settings are defined. Click Done. Edit the Form Response Object's Page Layout . For instance, say you wanted to create an employment application form, you could add columns, a file upload option for. The unspecified Limit field causes every Smart Form to be synchronised – this introduces a very small sync overhead but can safely be used as an unlimited query. No. 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. 2. Click on the Setup Cog and select Setup. Step by step methods to create an adobe form with dynamic variables along with an external layout. 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. Axsy Implementation Support. abccompany. Figure 1 shows a config that ensures all Smart Form Record ID's are synchronised to mobile devices. Type of validation rule. set maxAllowed to field value: Select an Element that will be. Record Lookup Element - New Form Element that presents a picklist to the user comprised of a list of filtered records for a given object. Image Naming for Photos, Documents, Videos and Signatures. Config Settings for Mapped Value or Default Value Override. 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. Navigate to the Validation Tab of the Edit Window. Modified on: Fri, 12 May, 2023 at 6:00 PM. being present in the target Org. 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 above formats do not include time zones. Deploying Smart Forms 5. 53 or above in your Org. Smart Form Assistance If you are unable to find the information you require from the Smart Forms Knowledge Base and need further assistance, then please contact Axsy via your support portal providing as much information as you can to help us assist us in your enquiry. 34 of Smart Forms, Axsy uses Lighting Web Components (LWC) to render the Designer Form View. New installations of Smart Forms v1. Exits the Form screen and selects Yes when prompted whether they want to save their. The JSON for a Form Version is static and is essentially a snapshot of the definition of a Smart Form that the Axsy Mobile App is able to retrieve and display without requirement the corresponding Elements, Sections, Picklists, etc. View the Files on the Salesforce Platform . Note level 0️⃣ is the object used to launch to Smart Form, but no mapping, in this example is applied. 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. Here, we are displaying invoice details of customer number 3 in the form of smartform pdf. Solution home Axsy Smart Forms Smart Form Responses. Function. Support Plan Summary Plan → Standard Premier Signature Pricing → Included in Axsy licence fees 30% of net Axsy licence fees Contact Axsy for pricin. In order to. Click on the Setup Cog and select Setup. Axsy Smart Forms Winter '23 Release The following is a list of new features and enhancements that are included as part of the Winter '23 release of Axsy Smart Forms. To view these empty fields, you need to use the field toggle to enable this. Select Type to be Lookup and then select the Relationship to be with a Form. By default, the amount of photos a user can upload per Image Upload Element is limitless, however, a limit can be configured in the. If you create a bar code, the system asks whether you want to use the new bar code technology or traditional system bar codes. Drag and drop an Action onto the main screen (under the Elements tab of the Toolbox). Without this a user will be forced to. This is usually stored as the longitude and latitude coordinates of the image. 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. Navigate to the Manage Picklists button. 2. Add ‘Program Lines’. Export the Smart Form . Image File Size. 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. Further extensibility is possible via Axsy's own suite of Salesforce-native, no-code tools such as Smart Forms and Dashboards. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Mapping Related Lists with the Mapping Lookup Tool As well as using Loops to iterate over information for a Related List directly related to the Object running the Smart Form (e. Gravity Forms pros: Design and develop more custom forms. View the Files on the Salesforce Platform . Publish your form online. Overview - Importing and Exporting Forms Print. Step 1. Mobile device OS version(s). This applies. Search the services search tool to find more information. How to use Smart Form Mapping – Create Mapping Set. Viewing the Form Menu. To create new sections or edit existing sections, s elect the Edit button. 53 or above in your Org. Solution home Axsy Smart Forms Smart Form Data Mapping. 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. 2. axsy. 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. . This screen is not explicitly included in the Designer, but is included in all Smart Forms on the Axsy Mobile App. 2. This is usually stored as the longitude and latitude coordinates of the image. How to Edit Elements - General. 6. Importing Smart Form Versions. <form-ID> is the Salesforce ID of the Smart Form you want to export. Tue, 19 Apr, 2022 at 4:38 PM. Form Sections - Shared Sections. 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. To do so include axsy_forms__Form__c in your Sync Config Scope. 6. View all 7. Salesforce Org Details. Finally in. Image thumbnails may now be inspected directly From the Smart Form Summary. Axsy is not responsible for any errors or omissions, or for the results obtained from the use of this information. 34 and later use LWC and upgrades from versions lower than v1. Draft Format. The Boolean Element is by default set to No (False). Jump To Elements cannot have a target Element that is a Loop Element or an Element within the Loop. videos, PDFs, etc. 3. 1. How to use Smart Form Mapping – Create a Data Mapping (Deprecated) Object Model for Mapping Elements with Record Fields (Deprecated) Mapping between Loops and Related Lists (Deprecated) Mapping an Element with the. The first instance of a validation evaluation is when a user edits an Element in the Axsy Mobile App. There are two types of numeric validation rules supported for Smart Forms: Custom (Formulas) Number Range ; Custom. How to create fillable PDF files: Open Acrobat: Click on the “Tools” tab and select “Prepare Form. The following is a list of new features and enhancements that are included as part of the Winter '23 release of Axsy Smart Forms. Version Format. com website. Axsy Smart Forms supports the ability to allow users to make more than one selection for a Picklist Element. Edit the Element and select its Reference tab. Availability: All Support Plans Axsy will setup a portal, incorporating your branding where you can: Access Axsy’s knowledge base content Raise and refer to support tickets and assistance requests Access notices relating to previous a. It is located just under the Designer tab – the furthest button to the left. For a Smart Form response size greater than or equal to 132 KB, Axsy builds a JSON file containing the form response upon submitting the form response on completion. Axsy Implementation Support Initial Org Setup. The Add button will no longer be shown when a Smart Form Loop has only a single iteration. 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. json and is created outside of Salesforce on a workstation computer. Knowledge Base and FAQ Library Find informative content and FAQ's on all of Axsy's products: . 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. Then click Done. Setup a Field Service Mobile Setting . . Validation Formula Evaluation Configuration 1. Create a Picklist. A. 25 volume 431, “dod civilian personnel management system: performance management and appraisal program,” by providing comprehensive information, advice, and guidance for administering the performance. If your Smart Form Sections have conditional visibility formula's the user may not be able to exit out of a Smart Form unless an unconditionally visible Section is available to navigate to. 2. Drag and drop the Related Lists component onto the Form Version Page Layout. How to make Smart Forms visible in Axsy Mobile Apps – App Extensions. Find the Smart Form ID in the Salesforce Web UI by viewing the appropriate Smart Form record and then copying the ID that sits between axsy_forms__Form__C and /view; In the Comments field for the task, enter AXSY_FORM_LIST=<formid> with <formid> being the value found from step 2 above;While we have made every attempt to ensure that the information contained in these documents on this portal is accurate and complete, Axsy is not responsible for any errors or omissions, or for the results obtained from the use of this information. As an example, Work Order Line Item is a Related List on the Work Order Object, and you can have more than one. Click Save . The Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce Web UI. The unspecified Limit field causes every Smart Form to be synchronised – this introduces a very small sync overhead but can safely be used as an unlimited query. 2. For a change to a shared section to take effect in a specific form, that form needs to be published. 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. 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. The Axsy Mobile Apps load Smart Forms during app priming. When uploading photos for Smart Forms, photo sizes are limited or compressed to a width of 1000px. 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. Confirming Form SubmissionWhen completing a Smart Form in the Axsy Mobile App, users can view how far they are in a Form, along with Section Names, Subsection Names, and Loop iterations. Expand Image Thumbnails From the Smart Form Summary. Search Login or Signup to submit a new ticket. These are Upsert, Update and Create. Smart Forms Formatting. 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. Using the Smart Form Designer, drag and drop a Record Lookup Element into a Section. 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. How to Deploy Smart Forms Using Salesforce Flow - Hardcoded Smart Form ID. Accenture Product Information. C. Smart Forms are represented as JSON. 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. lv_anzal = ls_outputparams –. View all 7. A Flow can then reference this custom field and dynamically. To view the menu, select the three horizontal lines at the top left-hand corner of the screen. Scroll to the top of the Picklist Menu and select the 'New Picklist'. Smart Forms. It is the text in the URL between axsy_forms__Form__c/ and /view 1. 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. . 2. 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. Fri, 17 Feb, 2023 at 5:49 PM. 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. 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. 3. 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. 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. Access the information to help understand requirements, process and eligibility. Change the URL to: /services/apexrest/axsy_forms/form/<form-ID> <form-ID> is the. Import the Smart Form. How to use Smart Form Mapping – Create a Data Mapping. 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. To do so include axsy_forms__Form__c in your Sync Config Scope. ) based on the file types that are accessible on your device. 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. The supported icon types are as follows: Action; Info; Required; Warning; Configuring the Text Label Icon. Wed, 14 Sep, 2022 at 4:53 PM. When the Manage Picklists window opens select Create Picklist once. 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. Axsy Smart Forms allows users to reference Elements from a specific Loop iteration by using indexes. You will see below result on screen. Then. 1. g. Draft Format. 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. The Axsy Mobile App loads Smart Forms during the app's initial sync. To confi. 1. The notes referenced in this. Wed, 25 Jan, 2023 at 3:56 PM. Axsy Smart Forms supports the ability to upload multiple photos to a single Image Upload Element. First we check if the amount of print-outs is not equal to zero, if this is the case we default it to 1. 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. Only Salesforce Lightning is supported. To enable multiple Smart Forms to be accessed in a single Task, simply separate each Smart Form ID with a comma. Growjo Indexing and predicting the fastest growing companies in 2023. Printing a Form Response Print. 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. The form creation tool is split up into 3 main parts. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution Axsy Smart Forms supports the ability to upload m. The Tickets described in these release notes have been fixed by Axsy. You'll get a list of supporting. New. Deploying Smart Forms with Salesforce Flow - Hardcoded Smart Form ID. Navigate to the Manage Picklists button. View Version History. Select file (s) you want to use for the web form. Then double click on the Apex Action (Legacy) process flow and assign the FormId parameter to the value captured in Step 1 above. Select the magnifying glass next to a Field Mapping input. This article describes how to do so with a Salesforce Flow containing a single element that references the specific Smart Form ID set by Salesforce. ) based on the file types that are accessible on your device. . json and is created outside of Salesforce on a workstation computer. Formula-Based File N. . In some cases, abuse can escalate to murder. 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. Axsy Smart Forms allows users to reference Elements from a specific Loop iteration by using indexes. Smart Forms are represented as JSON. The process to setup the. 1. Without this a user will be forced to. 2. Syntax for Mapping Elements with Record Fields. com, e.