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. Use the formula: 'COUNT (WindowLocation [])' to count. . 1. 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. 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. Config Setting to Disable Smart Form Share Summary. 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. 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. Navigate to the Validation Tab of the Edit Window. 2. Only Salesforce Lightning is supported. 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. Form Sections - Shared Sections Modified on: Fri, 12 May, 2023 at 5:27 PM. 3. The process to setup the. Retail Execution 1. From our experience, here are five great ways to use this tool to collect regulatory data: Influenza, Pneumococcal, and COVID-19 vaccine screening. For more information on Loop Elements and their functionality, please see this article. Image File Size. Copy the provided embed code and place within a page on your website, or use the dedicated secure URL to share. How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. From the Elements tab under the Toolbox, select an Action and drag this to the main page. For more on this, please see: Smart Forms. How to Name Elements and Reference Elements. Navigate to the Forms Object 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. To view these empty fields, you need to use the field toggle furthest to the right side of the screen. Date Only will offer the user a dropdown selection of dates. Smart Form. 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. As Loops are frequently used for mapping purposes only not for looping this will provide greater UI. Access the information to help understand requirements, process and eligibility. 5. The Date Picker in the Axsy Mobile App allows users to select a date that falls within 100 years previously to the current date and 10 years after the current date. I have got one simple question, though: We have numerous forms in SAP script and Smart Forms (e. 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. NOTE: The naming conventions described in this article apply to Axsy Smart Forms Managed Package v1. Thank you for visiting the support. Making use of Smart PDFs involves the following three steps:. The Boolean Element is by default set to No (False). What's New This Release. Providing resolutions to common problems for. To switch to Edit Mode you can either: Double-click an Element to open up the Edit Properties window straight away. Formula-Based File N. Give the Apex Action (Legacy) Process Flow a:Axsy Smart PDFs provide a way to dynamically generate richly formatted PDF documents within the Axsy Mobile App - even when offline. Navigate to the Utilities tab and open Rest Explorer. Without this a user will be forced to. Self Guided Resources. We just would like to. Customize Your ED TrackBoard. Figure 1 shows a config that ensures all Smart Form Record ID's are synchronised to mobile devices. Double click on the Apex Action (Legacy) process flow to assign it a value. . See all 22 articles. Disclaimer. abccompany. Select GET as the HTTP request. 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. 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. 1. This applies. All information in these documents on this portal. Axsy Implementation Support. Availability: All Support Plans. View the Files on the Salesforce Platform . 6. In the corresponding box to the right, search for and select Mobile Smart Form (axsy_forms_FlowFormRunner) as the Legacy Apex action. Enhanced UI for Loops. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. 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. Modified on: Mon, 5 Jun, 2023 at 10:01 PM. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution When Axsy Smart Forms are completed and submitted. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. 2. How to Edit Elements – Validation Rules for Text Elements. 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. No. Select Axsy Smart Forms, Next > Next > Save. Modified on: Fri, 14 Jul, 2023 at 8:40 AM. If you create a bar code, the system asks whether you want to use the new bar code technology or traditional system bar codes. The image metadata is commonly referred to as. Navigate to Workbench on the web and login to the Salesforce Org you are exporting from in another browser window. How to create fillable PDF files: Open Acrobat: Click on the “Tools” tab and select “Prepare Form. 7. ) and are considering converting those to Adobe Forms. 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. 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. The Date and Time option is only available when the Axsy app is being run on iOS devices. Figure 3 – Corresponding Level Comparison between the Smart Form and the Object Tree. ) Axsy Managed Packages. . Updated: 04-Feb-2022 with details of links to FS 5. Other Smart Form Objects are covered in a separate guide. Tue, 16 May, 2023 at 7:17 PM. How to use Smart Form Mapping – Create a Data Mapping. Home Solutions. Solution home Axsy Smart Forms Lookup Table Elements. 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. Next in the Config field for the Smart Form enter "allowRandomAccess":true to enable Random Smart Form navigation. Overview - Importing and Exporting Forms Print. Figure 1, below illustrates these features: An embedded Sub-section is used that can be revealed or collapsed; Multiple columns are used, in this example 2 columns. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution and Axsy Smart Forms The following barcode formats are supported when scanning barcodes with the camera: UPC E CODE 39 CODE 39 MOD 43. Config Setting For Check Before Smart Form Submission. All Axsy support website instances are prefixed with a company or organisation name followed by the suffix support. Smart Forms. 31 and above installed and have the relevant access rights to make the changes. You can make changes to the section in any form. The Tickets described in these release notes have been fixed by Axsy. Smart Forms are represented as JSON. Scroll to the top of the Picklist Menu and select the 'New Picklist'. 2. The form creation tool is split up into 3 main parts. Since v1. Please click here. Therefore, the 4MB JSON file limit should not be exceeded as your forms may not function within the Axsy Mobile Apps. You will see below result on screen. View the Files on the Salesforce Platform . 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 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. 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. View a Form Response Record. The supported Icon types are as follows: Action (A) Information (I) Requirement(R) Warn. 2. Please see the appropriate Salesforce documentation for more info. This article will be updated accordingly to reflect any changes to the release scope. Config Settings for Mapped Value or Default Value Override. 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. Enable My Domain. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. The file upload element allows the following file variants to be captured: Images; Documents; Videos; Additionally the signature element allows capture of: 4. Scroll down to the View tab. The Date Picker in the Axsy Mobile App allows users to select a date that falls within 100 years previously to the current date and 10 years after the current date. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. 1. 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. Exits the Form screen and selects Yes when prompted whether they want to save their progress. This geolocation information is stored as part of the image's embedded metadata set. Thu, 10 Mar, 2022 at 4:16 PM. 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. Double-click an Element to open up the Edit Properties window straight away. Mobile device OS version(s). Axsy Smart Forms supports the ability to allow users to make more than one selection for a Picklist Element. Once you have opened up the Edit Properties window for a Text Element, select the Validation tab at the top of the window. . How to Create an Axsy Smart Form – Using the Axsy Smart Form Designer. 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. 3. 3. 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. Growjo tracks the fastest growing companies and startups in the world. Create a Picklist. 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. The application is available as a portable app or with an installer. . All of the responses provided by the user are. Next in the Config field for the Smart Form enter "allowRandomAccess":true to enable Random Smart Form navigation. 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. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution As well as using Loops to iterate over information for a Related List directly related to the Object running the Smart Form (e. 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. support. Search the services search tool to find more information. . 2. Confirming Form SubmissionNOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. You'll get a list of supporting. How to Edit Elements - General. From Salesforce Setup, use the Quick Find search and type in Flows. 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. Config Settings for Smart Form Images. If the value provided for either ROW or COLUMN does not find a match in the table, the formula will return an empty value. Modified on: Fri, 16 Jun, 2023 at 7:30 PM. This is configurable in the Admin Console. . If the current year is 2020, we only allow a date range from January 1st 1920 to December 31st 2030. For more information on Data Mapping Sets, please see this. Adding a File in the Mobile App. By default, the amount of photos a user can upload per Image Upload Element is limitless, however, a limit can be configured in the. Solution home Axsy Smart Forms Smart Form Responses. ”. 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. Managed Packages. Axsy Implementation Support Initial Org Setup. g. Navigate to the Forms Object. 1. 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. Work Order Line Item), it is also possible to configure the same with a Related List that falls further down the Object Tree via Lookup Objects. The Forms page opens with a blank form canvas. 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). Type out the Label of the Object running the Smart Form. Scroll down to the View tab. Solution home Axsy Smart Forms Smart Form Data Mapping. User settings can reduce the. Axsy Smart Forms support the ability to add an icon to a Text Label Element so that, in the Axsy Mobile App, an icon will appear before the text. 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. There are two main ways you can edit an element. . There are many different forms for each types of court matter and. 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. The Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce Web UI. 56 and later. Date and Time. You can check the size of your JSON files at any time by exporting them. By default, the amount of photos a user can upload per Image Upload Element is limitless, however, a limit can be configured in the. Enter a SQOL-based formula. If no published versions exist, then the Axsy Mobile App will sync the latest draft version of a Smart Form saved in the Designer. Declare some global datas to be used as dynamic variables in the adobe form. 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. 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. 53 or above in your Org. Deploying Smart Forms 5. The Axsy Mobile App loads Smart Forms during the app's initial sync. There is no need to do the same for the Element's label as this is just what is. 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. Without this a user will be forced to. From the Menu options, select Field Service Mobile Flow and then Create. 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. It may take a few minutes for the Response Data field to be added to the Form Response Object. When viewing the Global tab of the Axsy Config Tool, selecting the Smart. While optional, it is suggested to also install the Managed Package for Axsy Smart Forms. Type of validation rule. Import the Smart Form. Exits the Form screen and selects Yes when prompted whether they want to. Wed, 31 May, 2023 at 7:51 PM. Learn moreAbout AEM Forms. To create a new Smart. For text 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. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Axsy Support. Custom Lookup Fields and Custom Related Lists use the suffix. Scroll through the menu to see what point you have reached in the Form. The configuration options are: "disableShareSummary ":true or false. 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 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. 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. Config Settings for Mapped Value or Default Value Override. department of defense performance management and appraisal program toolkit this toolkit supplements department of defense instruction 1400. It is possible to set a default date value outside of this range in the Designer. You can select parts of the form. 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. 53 or above in your Org. How to Name Elements and Reference Elements. Select GET as the HTTP request. In the absence of a. Once the Edit Properties window opens, you will be able to add or amend the Element's core data across several tabs. How to Name Elements and Reference Elements. The notes referenced in this. . The text box will be larger on the Axsy Mobile App form screen compared to the standard Text Element's size. A Flow can then reference this custom field and dynamically. HMT - Boiler/Heater Maint. Navigate to the Repeating tab and select the Repeating? toggle to activate it. being present in the target Org. It's possible to change this setting so that if mapping data from Salesforce exists (non-empty Salesforce Fields), it will override. 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. 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. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. 4. 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. Government search facility for. If you run Smart Forms in a way such that all Forms will be run by the same object type, you can create a custom lookup field on the Form Response object that directly relates a Form Response record to the record that ran the Form. The Global tab for the Axsy Config Tool is where various global app settings are defined. To view previous version. How to. Home Solutions. When the Action opens, using Filter By, select Type and then select Apex Action (Legacy) as the action. 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. 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 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. Yes. To view these empty fields, you need to use the field toggle to enable this. 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. Smart Forms Portal NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. Modified on: Tue, 30 May, 2023 at 7:24 PM. View a Form Response Record. 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. Solution home Axsy Smart Forms Creating Smart Forms. Export the Smart Form Firstly, you need to learn how to export a Smart Form. Edit the Element and select its Reference tab. Smart Form. provided by Adobe Forms technology. 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. Supported Barcode Formats: UPC E CODE 39 CODE 39 MOD 4. 1. 7. Under Process Automation, select Flows. . Go to Transaction SE73. When uploading photos for Smart Forms, photo sizes are limited or compressed to a width of 1000px. Configure the Multi-Select Picklist in the Designer. Define the Name and Description of the Bar code. 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. axsy. Open up the Edit Properties Window for the element and navigate to the Mapping tab. Tue, 19 Apr, 2022 at 4:38 PM. 53 or above in your Org. Select the last Element you want to include in the Loop in the Element to end loop field. Draft Format. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. Create a JSON file named axsy_smart_forms_config. 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. Please click here for more information on this process: Exporting Smart Forms. 1. 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. Sections that have conditio. 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. 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). Then click Done. org Website: CALIENTE: Brenda Northup, City Clerk750772 – Information about the ZPL-II printer driver for Smart Forms. Smart Forms. Enter the web form name. 2. 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. 4. T. Validation Configuration(1) 1. Phone' as the mapping value. Config Settings for Smart Form Images Print. You can also login with your UAE PASS or register as a customer or employee. The material provided in these documents on this portal is for informational purposes only and is subject to change without notice. 0 mobile apps. videos, PDFs, etc. Select the global Edit button and then select the Edit icon next to an element. Click Save . How to Edit Elements – Visibility Conditions. Modified on: Tue, 16 May, 2023 at 7:17 PM. Then double click on the Apex Action (Legacy) process flow and assign the FormId parameter to the value captured in Step 1 above. Mapping Syntax Modified on: Fri, 16 Jun, 2023 at 7:15 PM. 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. For more on how to edit an Element in the Designer, please see this article for more information: How to Edit Elements - General 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. File variants and signatures may also be synced back to the related list of the record running the smart form. Add ‘Program Lines’. Create a Picklist. New in Axsy Summer '23 is an option to present a warning message to the user before they submit their Smart Form. Example: In the above screenshot, the Element Name begins with a prefix referencing the Smart Form Name to ensure similar Elements in different forms don't end up with identical names. Smart 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. Without this a user will be forced to. [Key players or teams] will accomplish this goal by [what steps. When uploading photos for Smart Forms, photo sizes are limited or compressed to a width of 1000px. Select the. Wed, 24 Aug, 2022 at 7:01 PM. 6. All information in these documents on this portal is provided “as is”, with no. Drag and drop an Action onto the main screen (under the Elements tab of the Toolbox). 1. Image File Size Print. Config Setting to Disable Smart Form Share Summary. 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. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution Smart Forms are represented as JSON. Modified on: Wed, 24 May, 2023 at 6:50 PM. 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. g. 31 and above installed and have the relevant access rights to make the changes. Smart Form Config Settings 5. 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. How to Edit Elements – Validation Rules for Numeric Elements. When creating a Mapping configuration for a Loop Element, you have three options for the Data Action. Create an interface first for the adobe form. View Version History.