3. 1. Please visit this link to learn more about Axsy Smart Forms: © 2023 Axsy Marketing (UK). set maxAllowed to field value: Select an Element that will be. If the JSON files are too large they will fail to load or introduce errors when they are executed. How to Create an Axsy Smart Form – Using the Axsy Smart Form Designer. When mobile workers fill out and submit a form in Field Maps, they are adding or updating a feature within the layer. Printing a Form Response Print. Axsy Support Plan Details. Smart Form Config Settings 5. Home Solutions. Supported Barcode Formats: UPC E CODE 39 CODE 39 MOD 4. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. The material provided in these documents on this portal is for informational purposes only and is subject to change without notice. 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. The white list file must be named: axsy_smart_forms_config. The following is a list of new features and enhancements that are included as part of the February '22 release of Axsy Smart Forms. Double-click an Element to open up the Edit Properties window straight away. Then click Done. Jotform. In this case it is 'Work Order'. 6. Sections that have conditio. for Salesforce Field Service, Public Sector Solutions or Consumer Goods Cloud - may likely also need to be assigned to users. 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. How to Edit Elements – Validation Rules for Numeric Elements. Figure 3 – Corresponding Level Comparison between the Smart Form and the Object Tree. Navigate to Workbench on the web and login to the Salesforce Org you are exporting from in another browser window. Wed, 14 Sep, 2022 at 4:53 PM. 2. 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. Solution home Axsy Smart Forms Smart Form Responses. Invisible Mapped Text Fields (Deprecated) Axsy Smart Forms supports the ability to define a mapping configuration for a Text Element and then make it invisible to the Smart Form user filling out the Form on the Axsy app. Summary. In some cases, abuse can escalate to murder. 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. com, e. g. To switch to Edit Mode you can either: Double-click an Element to open up the Edit Properties window straight away. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. 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). 1. 1. To enable multiple Smart Forms to be accessed in a single Task, simply separate each Smart Form ID with a comma. 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. 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 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. To view the menu, select the three horizontal lines at the top left-hand corner of the screen. Define the Name and Description of the Bar code. Home Solutions. 53 or above in your Org. Then click Done. Disclaimer. There are two main ways you can edit an element. Select. In the Details tab of your 'New Picklist', rename your picklist. 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. 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. Providing resolutions to common problems for. Jump To Elements cannot have a target Element that is a Loop Element or an Element within the Loop. 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. Navigate to Workbench on the web and login to the Salesforce Org you are exporting from in another browser window. When the Action opens, using Filter By, select Type and then select Apex Action (Legacy) as the action. 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. Delivery Schedule Many of the fixes were within shared Smart Form Sections, accordingly most of the I&C Smart Forms have been modified either directly or indirectly as a result of shared Section usage and the Smart Forms listed in Table 1 have been updated as Drafts in the FFABIT. Covered in this Article: Sections; Toolbox; Section Elements; Sections. 1. Around 38% of all women who are murdered globally are killed at the hands of their current or former partner. Guidance to Level 1 Support Teams Reporting Issues to Axsy Level 2 Support. Date Only will offer the user a dropdown selection of dates. These types encompass areas like linguistic, logical-mathematical, musical, spatial, bodily-kinesthetic, interpersonal, intrapersonal, and naturalistic intelligences, emphasizing a. For example, by selecting 'Account', a list of available account records will be displayed in the record lookup picklist. Config Settings for Mapped Value or Default Value Override Print. Solution home Axsy Smart Forms Lookup Table Elements. 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. 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. ; When Elements contained in a Subsection Element are visible. Date and Time will display a drop-down list of dates and allow the user to select a time with it. Example: Contacts Related ListAxsy Smart Forms Winter '23 Release. 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. File variants and signatures may also be synced back to the related list of the record running the smart form. 5. 34 should also be switched from Aura to LWC. To view these empty fields, you need to use the field toggle to enable this. Config Setting For Check Before Smart Form Submission. 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 a Form Response Record. Mapping between Loops and Related Lists. Click Done. ELSE. 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. 1. 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. 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. Configure the Multi-Select Picklist in the Designer. Smart Forms are represented as JSON. 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. Support definitions used elsewhere in this section are listed below. If you create a bar code, the system asks whether you want to use the new bar code technology or traditional system bar codes. 3. Mapping ConfigurationsAvailable in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Select GET as the HTTP request. Deploying Smart Forms 4. 2. 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. You can check the size of your JSON files at any time by exporting them. This applies both to photos taken on the. 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. 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. Export the Smart Form . 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. Double click on the Apex Action (Legacy) process flow to assign it a value. Gravity Forms cons: Limited choice of pre-made templates. 5. Please click here. Managed Packages. Modified on: Tue, 16 May, 2023 at 7:17 PM. Tue, 16 May, 2023 at 7:36 PM. In addition to attaching images and signature files to a Smart Form, we also support additional file types (e. 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). For more information please see here: Time Zones. Reporting. 2. Note level 0️⃣ is the object used to launch to Smart Form, but no mapping, in this example is applied. 2. T. 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. Add ‘Program Lines’. Full-Screen Designer. 1. Step 3: SAP Script Font Maintenance. View all 7. g. 7. Thu, 10 Mar, 2022 at 4:16 PM. NOTE: Hidden fields will always be empty when sent back to Salesforce in the FormSolution home Axsy Smart Forms Smart Form Data Mapping. The following example assumes this Object is a Work Order. New. Form Sections - Shared Sections Modified on: Fri, 12 May, 2023 at 5:27 PM. You can make changes to the section in any form. To confi. When uploading photos for Smart Forms, photo sizes are limited or compressed to a width of 1000px. Therefore, the 4MB JSON file limit should not be exceeded as your forms may not function within the Axsy Mobile Apps. Modified on: Fri, 12 May, 2023 at 6:00 PM. To view previous version. axsy. For Mapping, you will be able to view the mapping configurations already created for the current form and a mapping data set. 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. Wed, 10 Aug,. 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. Deploying Smart Forms with Salesforce Flow - Hardcoded Smart Form ID. Making use of Smart PDFs involves the following three steps:. Enter the web form name. Exits the Form screen and selects Yes when prompted whether they want to save their. How to Edit Elements - General. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. com. Since v1. Import the Smart Form. 2. being present in the target Org. The Add button will no longer be shown when a Smart Form Loop has only a single iteration. Adding a File in the Mobile App. support. 2. Contact Axsy for pricing. 7. 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. Although the SObject Id field is generic, you will know what Object is running the Smart Form and can. Without this a user will be forced to. The planned content and features may change right up until general availability. Mobile device OS version(s). If the JSON files are too large they will fail to load or introduce errors when they are executed. If the value provided for either ROW or COLUMN does not find a match in the table, the formula will return an empty value. By default, the amount of photos a user can upload per Image Upload Element is limitless, however, a limit can be configured in the. This. to add a new or existing section. 1. Even if the Element is hidden in this way, the value. 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. 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. Select Work Order and then Fields & Relationships. 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. 6. The form creation tool is split up into 3 main parts. Viewing the Form Menu. Without this a user will be forced to. Navigate to the Validation tab of a Numeric Input Element. Smart Form Response Size >= 132KB. This is usually stored as the longitude and latitude coordinates of the image. Syntax for Mapping Elements with Record Fields. Create web form. Modified on: Tue, 16 May, 2023 at 7:17 PM. 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. The Data Actions that are available in the Mapping tab of a Loop Element depend on the Mapping Set that has been configured for the Smart Form. The Global tab for the Axsy Config Tool is where various global app settings are defined. Level 1 Support means the support service provided by You for Your end-users, including:. provide any customer number (check if data is available in table SCUSTOM) and click on Display PDF button. 3. 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. 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. Tue, 16 May, 2023 at 6:16 PM Smart Form SummaryAll the fixes have been performed via the Smart Form Designer. 1696511 – Problems when printing in landscape format on Zebra printers. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution Smart Forms are represented as JSON. 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. 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. M. Modified on: Mon, 5 Jun, 2023 at 10:01 PM. How to use Smart Form Mapping – Create Mapping Set. 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. In the corresponding box to the right, search for and select Mobile Smart Form (axsy_forms_FlowFormRunner) as the Legacy Apex action. View all 7. How to deploy Smart Forms using Salesforce Flow - Custom Work Order Field. New in Axsy Summer '23 is an option to present a warning message to the user before they submit their Smart Form. If the current year is 2020, we only allow a date range from January 1st 1920 to December 31st 2030. 4. 0 mobile apps. g. 53 or above in your Org. Click Save . 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. 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. . How to make Smart Forms visible in Axsy Mobile Apps – App Extensions. 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. 2. g. 25 volume 431, “dod civilian personnel management system: performance management and appraisal program,” by providing comprehensive information, advice, and guidance for administering the performance. . This geolocation information is stored as part of the image's embedded metadata set. When viewing the Global tab of the Axsy Config Tool, selecting the Smart. Growjo Indexing and predicting the fastest growing companies in 2023. Import the Smart Form. Config Settings for Mapped Value or Default Value Override. You will be alerted that these changes will affect the other forms that the section appears in when you Save your changes. Validation Configuration(1) 1. Support Portal Cookie Notice Revision 14-Feb-2020 1. 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. For more information on Loop Elements and their functionality, please see this article. Image File Size. Form Layout - Subsections A Subsection – or new screen – will occur in the Axsy Mobile App under the following circumstances: Before and after Loop Elements. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. 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. Join the Epic UserWeb. Next in the Config field for the Smart Form enter "allowRandomAccess":true to enable Random Smart Form navigation. Specify the record type by selecting an object for the Record type field. Smart Forms. 53 or above in your Org. Export the Smart Form Firstly, you need to learn how to export a Smart Form. Create a Picklist. 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. Importing Smart Form Versions. 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. In the corresponding box to the right, search for and select Mobile Smart Form (axsy_forms_FlowFormRunner) as the Legacy Apex action. Figure 1 – Disable Share Summary Configuration. 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. The Boolean Element is by default set to No (False). Always start with the Object you are running the Form from. 2. 1. Edit the Form Response Object's Page Layout . 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. 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. 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. It is located just under the Designer tab – the furthest button to the left. The material provided in these documents on this portal is for informational purposes only and is subject to change without notice. In the Axsy app, select. A. 2. 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. The new field needs to be set as a Lookup field to the Form Object. Navigate to the Utilities tab and open Rest Explorer. Growjo tracks the fastest growing companies and startups in the world. 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. Use the Formula: 'SUM (WindowHeight [])' to add up all the values entered in the WindowHeight element field for all loop iterations and populate a total. A Flow can then reference this custom field and dynamically. 2. CALL FUNCTION. Create a Record Lookup. First, you need to export a Smart Form from the source Org. . If there are any changes made on Salesforce which affect the Smart Form, these changes do not automatically update the version of the Smart Form which is locally stored on the Axsy Mobile App. 1. 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. View all 7. Deploying Smart Forms with Salesforce Flow - Hardcoded Smart Form ID. The Global tab for the Axsy Config Tool is where various global app settings are defined. Axsy Smart Forms supports the ability to upload multiple photos to a single Image Upload Element. Viewing the Additional Data Fields. Select Axsy Smart Forms, Next > Next > Save. Exits the Form screen and selects Yes when prompted whether they want to save their. In the corresponding box to the right, search for and select Mobile Smart Form (axsy_forms_FlowFormRunner) as the Legacy Apex action. 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. Axsy Retail Execution Knowledge Base. 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. Go to Transaction SE73. Login Sign up. for Salesforce Field Service, Public Sector Solutions or Consumer Goods Cloud - may likely also need to be assigned to users. How to Edit Elements - General. Form Responses Statuses. Then click Done. 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. View Version History. 53 or above in your Org. Navigate to the Visibility tab of each of the Text Elements' Edit window and use this formula: BooleanName == false. 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. 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. 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. 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. Switch to Edit Mode. Deploying Smart Forms 5. Wed, 24 May, 2023 at 5:13 PM. 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. 54). 2. Save your changes. Then double click on the Apex Action (Legacy) process flow and assign the FormId parameter to the value captured in Step 1 above. If the lookup field is a custom field, that means including the __r postfix of with the API Name of the lookup field. Click on the Setup Cog and select Setup. 4. 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 text box will be larger on the Axsy Mobile App form screen compared to the standard Text Element's size. Smart Form Config Settings 5. Modified on: Fri, 14 Jul, 2023 at 8:40 AM. It's possible to change this setting so that if mapping data from Salesforce exists (non-empty Salesforce Fields), it will override. Note level 0️⃣ is the object used to launch to Smart Form, but no mapping, in this example is applied. 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. Self-Guided Resources: Customer Portal Online portal - exclusively setup for you and your systems integrator users for all your knowledge and support needs: . How to use Smart Form Mapping – Create Mapping Set. Deploying Smart Forms 5. 1. As a Project Manager, for Data Centers my expertise lies in coordinating projects that fuel transformation, optimize operations and yield exceptional. M. The Global tab for the Axsy Config Tool is where various global app settings are defined. 9. Delivery Schedule Most of the Smart Forms have been directly or indirectly updated via changes to shared. 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. . 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. Once the Edit Properties window opens, you will be able to add or amend the Element's core data across several tabs. Config Settings for Mapped Value or Default Value Override. The configuration options are: "disableShareSummary ":true or false. 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. Confirming Form SubmissionNOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. To enable multiple Smart Forms to be accessed in a single Task, simply separate each Smart Form ID with a comma. 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. 31 and above installed and have the relevant access rights to make the changes. A fillable PDF form is a PDF. 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. Step 1. 8. 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. AR. 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. This file gets created on Salesforce as a ContentDocument and linked to the form response record as a related file. Type of validation rule. 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. 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.