How to Name Elements and Reference Elements. The white list file must be named: axsy_smart_forms_config. Guidance to Level 1 Support Teams Reporting Issues to Axsy Level 2 Support. 2. With Hidden Elements, no value is sent back to Salesforce in the Form Response. Create a Record Lookup. 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. 53 or above in your Org. Is the issue a pre-production or production (live. . Config Setting For Check Before Smart Form Submission. 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. You can create a Salesforce record on the Axsy app via a Flow, Quick Action or Smart Form while offline, and then edit that record in a different Smart Form or Flow – still offline – before it is synced to the Salesforce Platform. Date Only. Scroll down to the View tab. Example: When 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). com website. 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. To confi. When uploading photos for Smart Forms, photo sizes are limited or compressed to a width of 1000px. When completing a Smart Form in the Axsy Mobile App, users can view how far they are in a Form, along with Section Names, Subsection Names, and Loop iterations. Modified on: Tue, 16 May, 2023 at 7:17 PM. Wed, 31 May, 2023 at 7:51 PM. This Permission Set is suitable for users who are designing, managing and creating Smart Forms via the Designer. Enter a SQOL-based formula. Then click Done. NOTE: Hidden fields will always be empty when sent back to Salesforce in the FormIn addition to attaching images and signature files to a Smart Form, we also support additional file types (e. Create an interface first for the adobe form. Before using this form, you should review the relevant legislation to ensure that there have not been any changes to the legislation or section numbers. 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. 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. How to Create an Axsy Smart Form – Using the Axsy Smart Form Designer. Select GET as the HTTP request. It may take a few minutes for the Response Data field to be added to the Form Response Object. Navigate to the Validation tab of a Numeric Input Element. Note: Master form templates can contain placeholders for static data, for example, a logo and a footer. 3. axsy. Smart Form Text Elements can support a larger capacity for text space. 2. 53 or above in your Org. Delivery Schedule Most of the Smart Forms have been directly or indirectly updated via changes to shared. 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. This screen is not explicitly included in the Designer, but is included in all Smart Forms on 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. NOTE: Hidden fields will always be empty when sent back to Salesforce in the FormSolution home Axsy Smart Forms Smart Form Data Mapping. Define the Name and Description of the Bar code. Deleting Rows and Columns from a Lookup Table Print. Retail Execution 1. com, e. In a real scenario these values will be send to the Adobe Form from the driver ABAP program or the. The Axsy Mobile App will always sync the latest published version of a Smart Form, if one exists. Solution home Axsy Smart Forms Lookup Table Elements. 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. Printing a Form Response Print. Self Guided Resources. Note that the name must begin with a Z to avoid conflict between your. Jump To Elements cannot have a target Element that is a Loop Element or an Element within the Loop. With 18 years of commitment to the continuously evolving Telecom industry I have gained extensive experience as a professional who embraces the forefront of technology and innovation. 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. To re-publish a Smart Form, follow the above steps again. When mobile workers fill out and submit a form in Field Maps, they are adding or updating a feature within the layer. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. How to Edit Elements - General. 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. It's possible to change this setting so that if mapping data from Salesforce exists (non-empty Salesforce Fields), it will override. This means that a Section can be shared across Forms so that any changes made to the Section will be implemented across all of the Forms it exists in. Modified on: Fri, 12 May, 2023 at 6:00 PM. Tabs may differ for each Element type. To switch to Edit Mode you can either: Double-click an Element to open up the Edit Properties window straight away. g. Scroll through the menu to see what point you have reached in the Form. The white list file must be named: axsy_smart_forms_config. How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. A Flow can then reference this custom field and dynamically. 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. Smart Form. Wed, 24 Aug, 2022 at 7:01 PM. The basis for generating a PDF document within the Axsy Mobile App is a fillable PDF form which acts as a template. Drag and drop a Record Lookup Element into a section in the Designer. . In the same way as a Standard Picklist, rename it under the Details tab and then navigate to the Values tab. Mon, 13 Mar, 2023 at 3:10 PM. For a change to a shared section to take effect in a specific form, that form needs to be published. Jotform. Example Smart Form ObjectsAxsy Mobile App Details. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Support Barcode Formats. Gravity Forms is the best plugin for building custom forms. The first instance of a validation evaluation is when a user edits an Element in the Axsy Mobile App. 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. NOTE: There is no need to do the same for the Element's Label as this is just what is displayed on the screen in the Axsy Mobile App. Once a form has been published it becomes read-only, meaning that any changes saved to the Smart Form in the Designer are considered to be in a draft state and will not be synced to the Axsy Mobile App until the Smart Form is re-published. Expand Image Thumbnails From the Smart Form Summary. 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. View the Files on the Salesforce Platform . 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. Section Name. The Forms page opens with a blank form canvas. 2. File Upload and Signature Elements The file upload element allows the following file variants to be ca. Please click here for more information on this process: Exporting Smart Forms. From the Setup menu select and open the Object Manager. If the JSON files are too large they will fail to load or introduce errors when they are executed. Full-Screen Designer. Smart Forms have a Share Summary capability available prior to Smart Form submission. Configure the Repeating Section in the Designer. Click on System Bar Code option and Click on Change. Mapping Configurations Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Please click here for more information on this process: Exporting Smart Forms. Navigate to the Forms Object 1. 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. 2. 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. The drag-and-drop builder includes elements, question types, and widgets that aren’t seen on Google Forms or most alternatives. Date and Time will display a drop-down list of dates and allow the user to select a time with it. Check S. to add a new or existing section. . So it is always advised to use the Function Module SSF_FUNCTION_MODULE_NAME to get the Function Module name by passing the Smart Form name. View the Files on the Salesforce Platform . 1. 1. How to Name Elements and Reference Elements. json and is created outside of Salesforce on a workstation computer. Providing resolutions to common problems for. 1. 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. 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. Smart Forms allow you to add existing Sections that have already been created to other 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. 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 to see the completed Form Response, which is most likely the most recent record. How to Edit Elements – Visibility Conditions. Edit the Form Response Object's Page Layout . 3. For more information on Loop Elements and their functionality, please see this article. for Salesforce Field Service, Public Sector Solutions or Consumer Goods Cloud - may likely also need to be assigned to users. Navigate to Workbench on the web and login to the Salesforce Org you are exporting from in another browser window. This is configurable in the Admin Console. View a Form Response Record. Gravity Forms pros: Design and develop more custom forms. This is usually stored as the longitude and latitude coordinates of the image. ) based on the file types that are accessible on your device. 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. org Website: CALIENTE: Brenda Northup, City Clerk750772 – Information about the ZPL-II printer driver for Smart Forms. Available in: Axsy Smart Forms, All Axsy Mobile Apps 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. Home Solutions. . Smart Form Config Settings 5. View Version History. Save your changes. User settings can reduce the. How to deploy Smart Forms using Salesforce Flow - Variable Smart Form ID. 2. It is the text in the URL between axsy_forms__Form__c/ and /view 1. 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. Navigate to the Utilities tab and open Rest Explorer. json. Axsy Implementation Support Initial Org Setup. DFAS is committed to making its information and communication technology accessible to individuals with disabilities in accordance with Section 508 of the Rehabilitation Act of 1973, as amended in 1998 (Section 794d of Title 29, United States Code). Paste the above code into ‘%CODE1’. Axsy Solution License Required? AppExchange Listing; Axsy Smart Forms: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 form creation tool is split up into 3 main parts. Example Smart Form Objects Relate Files to the Record Running the Smart Form In Axsy Smart Forms the File Upload Element supports upload of: Images; Documents; Videos; When these file types are are synchronised back to Salesforce they can be found inline with the Form Response as well as being listed in File section of the Form Response related list. 1. 2. Please visit this link to learn more about Axsy Smart Forms: © 2023 Axsy Marketing (UK). 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. For example, by selecting 'Account', a list of available account records will be displayed in the record lookup picklist. Then click Done. In this case it is 'Work Order'. 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. The Smart Form that is created in the Development may not have the same name in the Production server. Introduction. 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. NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. 1. All Smart Forms are primed to the Axsy Mobile Apps for Field Service Lightning (FSL) and Retail Execution (RE) at log on. We encourage you to read the information below carefully. 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. Example: You can create a new Asset record in a Flow and then run a Smart Form afterwards that maps to the new Asset record. How to make Smart Forms visible in Axsy Mobile Apps – App Extensions. Draft Format. Then click Done. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. 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. How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. Configure the web form. 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. To create a new Smart. This Permission Set allows the user to have full access to both back-office usage and to run Axsy Smart Forms on the Axsy app. This. In the Forms section, the Layers list displays each layer in the map. Date Only will offer the user a dropdown selection of dates. There are many different forms for each types of court matter and. If you create a bar code, the system asks whether you want to use the new bar code technology or traditional system bar codes. 56 and later. axsy. How to Edit Elements - General. 2. 3. Once a form has been published it becomes read-only, meaning that any changes saved to the Smart Form in the Designer are considered to be in a draft state and will not be synced to the Axsy Mobile App until the Smart Form is re-published. 5. Search Login or Signup to submit a new ticket. 7. T. Deploying Smart Forms with Salesforce Flow - Hardcoded Smart Form ID. . 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. How to Edit Elements - General. 2. Electronic TDY Voucher completion: The SmartVoucher makes it easier to complete travel vouchers by guiding you step-by-step through a series of questions then it creates a completed DD Form 1351-2. 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. . Thu, 11 May, 2023 at 10:09 PM. This screen is not explicitly included in the Designer, but is included in all Smart Forms on the Axsy Mobile App. 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. 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. Configure the Multiselect Picklist in t. Now deploy your application to SAP ABAP server and run the application. 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. Wed, 10 Aug,. As the Work Order is running the Smart Form, no Lookup Fields are used to access the Related List. Give the Apex Action (Legacy) process flow values as follows: New in Axsy Summer '23 is an option to store photos taken during a Smart Form survey with the device camera to the mobile device. Type of validation rule. You can check the size of your JSON files at any time by. To configure an icon for a Text Label Element: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. Hidden fields will always be empty when sent back to Updated: 04-Feb-2022 with details of links to FS 5. Figure 3 shows where levels 1️⃣ and 2️⃣ in the Smart Form correspond to the Salesforce object tree. 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. You can build a form for each of the three layers, but for this tutorial you'll focus on the Amenities layer, which is. How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. This article will be updated accordingly to reflect any changes to the release 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. Viewing the Additional Data Fields. To view the menu, select the three horizontal lines at the top left-hand corner of the screen. Select the Form Preview Button in. View a Form Response Record. 53 or above in your Org. ) and are considering converting those to Adobe Forms. 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. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution A Standard Picklist is the simplest type of picklist supported on Smart Forms, presenting the user with a drop-down menu to select a single option. Axsy provides support to your Level 1 Support team assisting You when You have an operational service using Axsy products. 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. As Loops are frequently used for mapping purposes only not for looping this will provide greater UI. When viewing the Global tab of the Axsy Config Tool, selecting the Smart. 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. 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. Not your computer? Use a private browsing window to sign in. 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. Navigate to the Utilities tab and open Rest Explorer. Validation Configuration(1) 1. 0 mobile apps. 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. . 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. The following is a list of new features and enhancements that are included as part of the February '22 release of Axsy Smart Forms. 1. Navigate to the Designer Tab of the Smart Form Under the Designer ta. The application is available as a portable app or with an installer. 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. File Upload and Signature Elements The file upload element allows the following file variants to be ca. Select New to create a new custom field. 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. C. Note level 0️⃣ is the object used to launch to Smart Form, but no mapping, in this example is applied. 2. There is no need to do the same for the Element's label as this is just what is. 3. 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. The Global tab for the Axsy Config Tool is where various global app settings are defined. 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. Finally in. Select GET as the HTTP request. Drag and drop an Action onto the main screen (under the Elements tab of the Toolbox). 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. 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. CrystalDiskInfo is a free easy-to-use open-source Windows application that will show you S. Home Solutions. Smart Forms are represented as JSON. Importing Smart Form Versions. . It's possible to change this setting so that if mapping data from Salesforce exists (non-empty Salesforce Fields), it will override. 7. Status with CrystalDiskInfo. The image metadata is commonly referred to as. Then you need to import the Smart Form into the target Org. This method of export will always export the most recently published version of the Smart Form. What's New This Release. 54). Modified on: Fri, 14 Jul, 2023 at 8:40 AM. From the Salesforce Platform, navigate to Setup > Platform Tools > Object Manager. SmartVoucher makes sure all the required fields are filled in to create a complete and accurate voucher. 4. 3. Available In: Axsy Smart Forms v1. No. 9. 2. The new field needs to be set as a Lookup field to the Form Object. Click on the Setup Cog and select Setup. 1. Form Sections - Shared Sections. Adobe Experience Manager (AEM) provides an easy-to-use solution to create, manage, publish, and update complex digital forms while integrating with back-end processes, business rules, and data. 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. Axsy Support. Version Format. When creating a Mapping configuration for a Loop Element, you have three options for the Data Action. Full-Screen Designer. Updated: 04-Feb-2022 with details of links to FS 5. How to Edit Elements – Validation Rules for Text Elements. Full-Screen Designer Print. Solution home Axsy Smart Forms Smart Form Config Settings. 2. 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. 10. Growjo Indexing and predicting the fastest growing companies in 2023. Import the Smart Form. Smart Form. lv_anzal = ls_outputparams –. g. The supported icon types are as follows: Action; Info; Required; Warning; Configuring the Text Label Icon. Navigate to Workbench on the web and login to the Salesforce Org you are exporting from in another browser window. 34 and later use LWC and upgrades from versions lower than v1. 1. Record Lookup Element - New Form Element that presents a picklist to the user comprised of a list of filtered records for a given object. being present in the target Org. ; When Elements contained in a Subsection Element are visible. Axsy Smart Forms supports the ability to add a Text Icon to a Text Label Element so that in the Axsy Mobile App an icon will appear before the text. 4. Smart Forms are represented as JSON. To view these empty fields, you need to use the field toggle furthest to. Configure how many times the Section should repeat. , iPad 7th Gen, etc. button to create new sections or edit existing sections. 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. Click OK to proceed. It is possible to set a default date value outside of this range in the Designer. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. This applies. 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. Wed, 24 May, 2023 at 5:13 PM. T. Smart Form Response Size >= 132KB. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution The Axsy Smart Forms Designer UI and Form Response UI do not support Salesforce Classic. Around 38% of all women who are murdered globally are killed at the hands of their current or former partner. 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. videos, PDFs, etc. 1. 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. Wed, 25 Jan, 2023 at 3:56 PM. Setup a Field Service Mobile Setting . 2. The Global tab for the Axsy Config Tool is where various global app settings are defined. axsy. Support Model. . All Axsy support website instances are prefixed with a company or organisation name followed by the suffix support. When the Manage Picklists window opens select Create Picklist once. 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. To enable multiple Smart Forms to be accessed in a single Task, simply separate each Smart Form ID with a comma.