This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. 1. 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. Config Setting to Disable Smart Form Share Summary. How to Edit Elements - General. Confirming Form SubmissionNOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. Example Smart Form Objects 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). By default, when an Axsy Smart Form has been completed, any fields that have not been answered will not be displayed in the Form Response Viewer. Create a Record Lookup. 1696511 – Problems when printing in landscape format on Zebra printers. Configuring Mapping Between Loops and Related Lists In addition to configuring mappings for the individual fields of the record running the Smart Form, you can also loop through information on items in the Related List of the running record. As an example, Work Order Line Item is a Related List on the Work Order Object, and you can have more than one. To re-publish a Smart Form, follow the above steps again. Making use of Smart PDFs involves the following three steps:. json and is created outside of Salesforce on a workstation computer. Locate Outside Hospital Records Using CareEverywhere. Config Settings for Smart Form Images. 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. 2. Importing Smart Form Versions. To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. Please see the appropriate Salesforce documentation for more info. Exits the Form screen and selects Yes when prompted whether they want to save their progress. Using estimated annual revenue, competitor analysis, “number of employees” growth, funding news, sales & financials, valuation increases and other growth triggers, we have created the list below. Publish your form online. Config Settings to Enable Random Section Smart Form Navigation. This permission set is suitable for users who are designing, managing and creating Smart Forms in the Designer. Configure the Multi-Select Picklist in the Designer. How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. Form Sections - Shared Sections. The rules are based on several parameters: sender data, channel, and form template. 6. To view these empty fields, you need to use the field toggle furthest to the right side of the screen. The material provided in these documents on this portal is for informational purposes only and is subject to change without notice. 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. Information Collected by AxsyNow that you’ve started creating your Smart Form, you can map data from Salesforce Objects into a Smart Form and map data captured in a Smart Form back to Salesforce Objects. Create a Picklist. Notice of renunciation (Form P17) Notice of withdrawal of application (Form P44) Order for removal of notice of dispute (Form P31) Petition to the court - Estate proceedings ( Form. Config Settings for Mapped Value or Default Value Override. Scroll through the menu to see what point you have reached in the form. Please note that the conclusions in this document are purely based on my. Smart Forms have a Share Summary capability available prior to Smart Form submission. If the value provided for either ROW or COLUMN does not find a match in the table, the formula will return an empty value. 5. Salesforce Org Details. How to Edit Elements - General. The material provided in these documents on this portal is for informational purposes only and is subject to change without notice. When the Manage Picklists window opens select Create Picklist once. Navigate to the Manage Picklists button. It may take a few minutes for the Response Data field to be added to the Form Response Object. User settings can reduce the. 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. 2. 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. From the Setup menu select and open the Object Manager. How to deploy Smart Forms using Salesforce Flow - Variable Smart Form ID. 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. Home Solutions. How to Name Elements and Reference Elements. Version Format. Export the Smart Form . ) based on the file types that are accessible on your device. . 8. View Version History. 2. Images captured through Axsy Smart Forms using the device's native camera will contain geolocation information about the image. All information in these documents on this portal is provided “as is”, with no. From the Salesforce Platform, navigate to Setup > Platform Tools > Object Manager. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. 6. We just would like to. This Permission Set is suitable for users who are designing, managing and creating Smart Forms via the Designer. C. 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. How to Edit Elements - General. Click OK to proceed. HMT - Boiler/Heater Maint. Wed, 25 Jan, 2023 at 3:56 PM. 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. The new field needs to be set as a Lookup field to the Form Object. Scroll through the menu to see what point you have reached in the Form. Solution home Axsy Smart Forms Creating Smart Forms. Mapping between Loops and Related Lists (Deprecated) In addition to configuring mappings for the individual fields of the record running the Smart Form, you can also loop through information on items in the Related List of the running record. Then create your Dependent Picklist. Note that the name must begin with a Z to avoid conflict between your. Then you need to import the Smart Form into the target Org. 1. Deploying Smart Forms 5. 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. This is configurable in the Admin Console. Solution home Axsy Smart Forms Lookup Table Elements. 53 or above in your Org. 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. 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. Deleting Rows and Columns from a Lookup Table Print. Select App Default and then the Assign as App Default Button beneath. When viewing the Global tab of the Axsy Config Tool, selecting the Smart Forms option from the side menu presents settings related to how certain Smart Form features operate. . Axsy provides support to your Level 1 Support team assisting You when You have an operational service using Axsy products. The application is available as a portable app or with an installer. Solution home Axsy Smart Forms Smart Form Data Mapping. 53 or above in your Org. You may need to complete and submit (also referred to as “file”) court forms for your legal matter. If the current year is 2020, we only allow a date range from January 1st 1920 to December 31st 2030. Smart Forms are represented as JSON. To view these empty fields, you need to use the field toggle to enable this. Select the global Edit button and then select the Edit icon next to an element. New installations of Smart Forms v1. 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. 1. 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. 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. Section Name. axsy. 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. A. 1. Without this a user will be forced to. The following is a list of new features and enhancements that are included as part of the February '22 release of Axsy Smart Forms. The notes referenced in this. Config Settings for Mapped Value or Default Value Override. CrystalDiskInfo is a free easy-to-use open-source Windows application that will show you S. By default, the amount of photos a user can upload per Image Upload Element is limitless, however, a limit can be configured in the. M. Smart Forms. NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. 7. Select. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. When the Manage Picklists window opens select Create Picklist once. Smart Form. . Function. How to make Smart Forms Visible in the Axsy Mobile Apps – App Extensions. View the Files on the Salesforce Platform . 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. From our experience, here are five great ways to use this tool to collect regulatory data: Influenza, Pneumococcal, and COVID-19 vaccine screening. How to Edit Elements - General. Mobile app version(s). 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. Validation Formula Evaluation Configuration. json. 1. In the corresponding box to the right, search for and select Mobile Smart Form (axsy_forms_FlowFormRunner) as the Legacy Apex action. Config Settings for Smart Form Images Print. The Global tab for the Axsy Config Tool is where various global app settings are defined. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution When completing a Smart Form in the Axsy Mobile A. Solution home Axsy Smart Forms Smart Form Responses. Axsy Public Sector, Axsy Retail Execution To export a Smart Form you need to do so through. 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 white list file must be named: axsy_smart_forms_config. First, you need to export a Smart Form from the source Org. To switch to Edit Mode you can either: Double-click an Element to open up the Edit Properties window straight away. 53 or above in your Org. Smart Forms. 4. Config Settings for Mapped Value or Default Value Override. Axsy Implementation Support. Knowledge Base and FAQ Library Find informative content and FAQ's on all of Axsy's products: . Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Deploying Smart Forms 5. abccompany. Open up the Edit Properties Window for the element and navigate to the Mapping tab. Exits the Form screen and selects Yes when prompted whether they want to save their. Smart Form Config Settings 5. 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 View. How to deploy Smart Forms using Salesforce Flow - Custom Work Order Field. Exits the Form screen and selects Yes when prompted whether they want to save their. The process to setup the. AEM Forms combine form authoring, management, and publishing along with correspondence management capabilities,. NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. No. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. The value will, however, be available to view in the Form Response. View Version History. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Form Sections - Shared Sections. File Upload and Signature Elements The file upload element allows the following file variants to be ca. View all 7. No. 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. If the current year is 2020, we only allow a date range from January 1st 1920 to December 31st 2030. g. 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. 4. 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. The Boolean Element is by default set to No (False). If no published versions exist, then the Axsy Mobile App will sync the latest draft version of a Smart Form saved in the Designer. provide any customer number (check if data is available in table SCUSTOM) and click on Display PDF button. axsy. Select the last Element you want to include in the Loop in the Element to end loop field. Enhanced UI for Loops. 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. 1. 1. . Form Layout - Subsections A Subsection – or new screen – will occur in the Axsy Mobile App under the following circumstances: Before and after Loop Elements. It's possible to change this setting so that if mapping data from Salesforce exists (non-empty Salesforce Fields), it will override. 6. For persons with disabilities experiencing difficulties accessing content on a particular DFAS. 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. Search Login or Signup to submit a new ticket. You can check the size of your JSON files at any time by. 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. Availability: All Support Plans. 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. Form Layout - Subsections A Subsection – or new screen – will occur in the Axsy Mobile App under the following circumstances: Before and after Loop Elements. Check S. 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. How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. 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. It's possible to change this setting so that if mapping data from Salesforce exists (non-empty Salesforce Fields), it will 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. ) based on the file types that are accessible on your device. Click on the Setup Cog and select Setup. Smart Forms Portal. In this activity, you can assign SAPscript texts and graphics to these placeholders. The contents of the file lists the API names of the reference objects to be white listed the format below:. How to Name Elements and Reference Elements. Deploying Smart Forms with Salesforce Flow - Hardcoded Smart Form ID. 6. Drag and drop the Related Lists component onto the Form Version Page Layout. Then click Done. Create a JSON file named axsy_smart_forms_config. 30% of net Axsy licence fees. 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. View a Form Response Record. 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. Select the global Edit button and then select the Edit icon next to an element. 1173046 – Printer Vendor Wizard Note: Zebra. Enter the web form name. 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. 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. Smart Forms are represented as JSON. You can select parts of the form. This applies. 1. 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. The first instance of a validation evaluation is when a user edits an Element in the Axsy Mobile App. Define the Name and Description of the Bar code. Run a Smart Form in the Axsy Mobile App . Double-click an Element to open up the Edit Properties window straight away. Scroll to the top of the Picklist Menu and select the 'New Picklist'. 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. 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. ”. Work Order Line Item), it is also possible to configure the same with a Related List that falls further down the. NOTE: The naming conventions described in this article apply to Axsy Smart Forms Managed Package v1. You will be alerted that these changes will affect the other forms that the section appears in when you Save your changes. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution Axsy Smart Forms supports the ability to upload m. set maxAllowed to number: Set a number in the field. Configure an Element's Mapping Tab. Step 5 of 5. 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. Enable My Domain. Then click Done. 2. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution All Smart Forms are primed to the Axsy Mobile Apps at login. Figure 1 shows a config that ensures all Smart Form Record ID's are synchronised to mobile devices. Axsy Smart Forms allows users to reference Elements from a specific Loop iteration by using indexes. By default, the amount of photos a user can upload per Image Upload Element is limitless, however, a limit can be configured in the. MM, SD, LE, dunning,. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution When Axsy Smart Forms are completed and submitted. 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. 2. department of defense performance management and appraisal program toolkit this toolkit supplements department of defense instruction 1400. You can make changes to the section in any form. Only Salesforce Lightning is supported. . support. , iPad 7th Gen, etc. Navigate to the Manage picklists button in the Designer and select Create Picklist once. Full-Screen Designer Print. If you run Smart Forms in a way that all forms will be run by the same Object Type,. Example Smart Form ObjectsAxsy Mobile App Details. Navigate to the Manage Picklists button. New. Axsy Support Plan Details. Drag and drop the Related Lists component onto the Form Version Page Layout. 3. org Website: CALIENTE: Brenda Northup, City Clerk750772 – Information about the ZPL-II printer driver for Smart Forms. Tue, 19 Apr, 2022 at 4:38 PM. Available In: Axsy Smart Forms v1. . Setup in the Designer . Smart Forms 1. Select Axsy Smart Forms, Next > Next > Save. Navigate to the Forms Object. This approach eliminates generalities and guesswork, sets a clear timeline, and makes it easier to track progress and identify missed milestones. 2. 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. 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 a Form. Select the. There are two types of numeric validation rules supported for Smart Forms: Custom (Formulas) Number Range ; Custom. 3. Smart Forms. File variants and signatures may also be synced back to the related list of the record running the smart form. Configure the Repeating Section in the Designer. Thank you for visiting the support. 2. This geolocation information is stored as part of the image's embedded metadata set. . The following is a list of new features and enhancements that are included as part of the Winter '23 release of Axsy Smart Forms. 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. Smart Forms - Versioning. 53 or above in your Org. Smart Forms PortalNOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. How to use Smart Form Mapping – Create a Data Mapping. Version Format. The supported Icon types are as follows: Action (A) Information (I) Requirement(R) Warn. Axsy provides support to your Level 1 Support team assisting You when You have an operational service using Axsy products. json. 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. 9. The Axsy Mobile App loads Smart Forms during the app's initial sync. 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. Full-Screen Designer. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution When Axsy Smart Forms are completed and submitted. 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. To view the menu, select the three horizontal lines at the top left-hand corner of the screen. Image thumbnails may now be inspected directly From the Smart Form Summary. being present in the target Org. Navigate to the Utilities tab and open Rest Explorer. T. File variants and signatures may also be synced back to the related list of the record running the smart form. 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. 54). 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. The Global tab for the Axsy Config Tool is where various global app settings are defined. Home Solutions. 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. The Axsy Smart Forms solution works with all Axsy Mobile Apps and is free, so licenses will automatically be assigned to all users. 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. Can I Jump To a Loop Element? No. Config Setting to Disable Smart Form Share Summary. The drag-and-drop builder includes elements, question types, and widgets that aren’t seen on Google Forms or most alternatives. 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. 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. The Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce Web UI. 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. Smart Form Data Mapping 9. 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. You can check the size of your JSON files at any time by. Fri, 17 Feb, 2023 at 5:49 PM. 2. It is located just under the Designer tab – the furthest button to the left. 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. If the lookup field is a custom field, that means including the __r postfix of with the API Name of the lookup field. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Config Setting For Check Before Smart Form Submission. 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 Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce Web UI. Config Setting For Check Before Smart Form Submission Modified on: Fri, 14 Jul, 2023 at 8:40 AM. Please click here. . NOTE: If the value provided for either ROW or COLUMN does not find a match in the table, the formula will return an. How to Edit Elements – Validation Rules for Text Elements. videos, PDFs, etc. 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. From the Setup menu select and open the Object Manager. As an example, Work Order Line Item is on the related list of a Work Order, and you can have more than one Work.