The text box will be larger on the Axsy Mobile App form screen compared to the standard Text Element's size. Navigate to the Manage picklists button in the Designer and select Create Picklist once. 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. Solution home Axsy Smart Forms Smart Form Data Mapping. . Calling the Adobe form is different than calling a Smart Form object; To call an Adobe Form you need to open and close the spool job yourself. This method of export will always export the most recently published version of the Smart Form. There are two main ways you can edit an element. 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 is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. Support Model. No. Create an interface first for the adobe form. Solution home Axsy Smart Forms Lookup Table Elements. First, you need to export a Smart Form from the source Org. 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 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. Smart Forms are represented as JSON. Locate Outside Hospital Records Using CareEverywhere. 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. Therefore, the 4MB JSON file limit should not be exceeded as your forms may not function within the Axsy Mobile Apps. Config Settings for Mapped Value or Default Value Override. Then double click on the Apex Action (Legacy) process flow and assign the FormId parameter to the value captured in Step 1 above. A fillable PDF form is a PDF. How to Edit Elements - General. When mobile workers fill out and submit a form in Field Maps, they are adding or updating a feature within the layer. No. Run a Smart Form in the Axsy Mobile App . The Tickets described in these release notes have been fixed by Axsy. Form Layout - Subsections A Subsection – or new screen – will occur in the Axsy Mobile App under the following circumstances: Before and after Loop Elements. 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. 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. Export the Smart Form . Select Add Controlling Value twice (in this case because there are only two values in the Controlling Picklist). 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. 4. CALL FUNCTION. Config Settings to Enable Random Section Smart Form Navigation. Availability: All Support Plans. M. 2. 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. When uploading photos for Smart Forms, photo sizes are limited or compressed to a width of 1000px. 1. 3. View the Files on the Salesforce Platform . Without this a user will be forced to. If you run Smart Forms in a way that all forms will be run by the same Object Type,. . 1. 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. As an example, Work Order Line Item is a Related List on the Work Order Object, and you can have more than one. Step 4 of 5 Zero-code adaptability . It is located just under the Designer tab – the furthest button to the left. How to use Smart Form Mapping – Create a Data Mapping. The Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce Web UI. See all 22 articles. Axsy Public Sector, Axsy Retail Execution To export a Smart Form you need to do so through. Tue, 16 May, 2023 at 6:16 PM Smart Form SummaryAll the fixes have been performed via the Smart Form Designer. Exits the Form screen and selects Yes when prompted whether they want to save their. Deploying Smart Forms 5. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Select Axsy Smart Forms, Next > Next > Save. Syntax for Mapping Elements with Record Fields. How to Edit Elements - General. Select the three horizontal lines at the top left-hand corner of the screen. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. com. 6. New in Axsy Summer '23 is an option to present a warning message to the user before they submit their Smart Form. A Flow can then reference this custom field and dynamically. Click on the Setup Cog and select Setup. You will see below result on screen. Enhanced UI for Loops Enhanced UI for Loops. In the corresponding box to the right, search for and select Mobile Smart Form (axsy_forms_FlowFormRunner) as the Legacy Apex action. Wed, 31 May, 2023 at 7:51 PM. 42 Modified on: Wed, 8 Sep, 2021 at 10:12 AM. Customize Your ED TrackBoard. The Record Lookup Element type is enhanced in Axsy Summer '23 to allow: Multiple fields to be used in the descriptive labels Picklists to allow multi-select Enhanced filtering, using "@ references" to other Elements to provide further flexibi. The material provided in these documents on this portal is for informational purposes only and is subject to change without notice. Navigate to the Forms Object. 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. Modified on: Tue, 16 May, 2023 at 7:17 PM. 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. 9. Form Layout - Subsections A Subsection – or new screen – will occur in the Axsy Mobile App under the following circumstances: Before and after Loop Elements. NOTE: If the value provided for either ROW or COLUMN does not find a match in the table, the formula will return an. The supported Icon types are as follows: Action (A) Information (I) Requirement(R) Warn. being present in the target Org. For instance, say you wanted to create an employment application form, you could add columns, a file upload option for. View Version History. Select New to create a new custom field. 1. 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. 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. 2. To create an Axsy Smart Form, you use the Axsy Smart Form Designer, which is a “what you see if what you get (WYSIWYG)” design tool built on Salesforce. For example, by selecting 'Account', a list of available account records will be displayed in the record lookup picklist. Smart Forms PortalNOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. Smart Form Response Size >= 132KB. . Config Setting to Disable Smart Form Share Summary. Other Smart Form Objects are covered in a separate guide. 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. All Axsy support website instances are prefixed with a company or organisation name followed by the suffix support. 7. Modified on: Tue, 16 May, 2023 at 7:17 PM. Knowledge Base and FAQ Library Find informative content and FAQ's on all of Axsy's products: . File Upload and Signature Elements The file upload element allows the following file variants to be ca. Create a JSON file named axsy_smart_forms_config. 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. Figure 1 shows a config that ensures all Smart Form Record ID's are synchronised to mobile devices. 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. Search Login or Signup to submit a new ticket. From our experience, here are five great ways to use this tool to collect regulatory data: Influenza, Pneumococcal, and COVID-19 vaccine screening. M. T. 1. This is configurable in the Admin Console. R. 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. When the Action opens, using Filter By, select Type and then select Apex Action (Legacy) as the action. HMT - Boiler/Heater Maint. 7. Form Sections - Shared Sections. Printing a Form Response Print. 2. Double click on the Apex Action (Legacy) process flow to assign it a value. Full-Screen Designer. 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. Supported Barcode Formats: UPC E CODE 39 CODE 39 MOD 4. Deploying Smart Forms with Salesforce Flow - Hardcoded Smart Form ID. How to Deploy Smart Forms Using Salesforce Flow - Hardcoded Smart Form ID. Smart Form Data Mapping 9. Every element with part of the orange line next to it will be included in the loop. ”. Click Done. You can check the size of your JSON files at any time by. Axsy is not responsible for any errors or omissions, or for the results obtained from the use of this information. Example Smart Form ObjectsAxsy Mobile App Details. . Tue, 16 May, 2023 at 7:17 PM. 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 select the most recent record. Enter a SQOL-based formula. Then double click on the Apex Action (Legacy) process flow to assign it the Smart Form Salesforce ID captured in Step 1. Select GET as the HTTP request. . Import the Smart Form. How to Edit Elements – Validation Rules for Text Elements. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. Please click here for more information on this process: Exporting Smart Forms. 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. Draft Format. The Axsy Mobile App will always sync the latest published version of a Smart Form, if one exists. How to Edit Elements - General. 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. Form Sections - Shared Sections. 53 or above in your Org. Modified on: Fri, 14 Jul, 2023 at 8:40 AM. Fri, 17 Feb, 2023 at 5:49 PM. How to Name Elements and Reference Elements. The Axsy Mobile App loads Smart Forms during the app's initial sync. From the Salesforce Platform, navigate to Setup > Platform Tools > Object Manager. Then click Done. Only Salesforce Lightning is supported. Mapping Related Lists with the Mapping Lookup Tool As well as using Loops to iterate over information for a Related List directly related to the Object running the Smart Form (e. Scroll through the menu to see what point you have reached in the Form. The Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce Web UI. provide any customer number (check if data is available in table SCUSTOM) and click on Display PDF button. Without this a user will be forced to. 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. All Smart Forms are primed to the Axsy Mobile Apps for Field Service Lightning (FSL) and Retail Execution (RE) at log on. 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:. The Global tab for the Axsy Config Tool is where various global app settings are defined. Draft Format. The Axsy Public Sector Mobile App is built on top of standard Salesforce objects with out-of-the-box support for Salesforce's own no-code tools such as Page Layouts and Mobile Flow. 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. . How to. How to deploy Smart Forms using Salesforce Flow - Variable Smart Form ID. 2. Gravity Forms is the best plugin for building custom forms. How to Name Elements and Reference Elements. 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. 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. Here, the Element Name begins with the initials of the Smart Form Name to ensure similar Elements in different forms don't end up with identical names . 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. NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. axsy. This data is displayed on each form page. In the Axsy app, select. 34 and later use LWC and upgrades from versions lower than v1. 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. If the current year is 2020, we only allow a date range from January 1st 1920 to December 31st 2030. 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. 8. NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. Select the magnifying glass next to a Field Mapping input. Image Naming for Photos, Documents, Videos and Signatures. . Config Setting For Check Before Smart Form Submission. UPC E; CODE 39; CODE 39 MOD 43; EAN 13; EAN 8; CODE 93; CODE 128; PDF 417; QR; AZTEC;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. How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. The above formats do not include time zones. Navigate to Workbench on the web and login to the Salesforce Org you are exporting from in another browser window. Then click Done. User settings can reduce the. The new field needs to be set as a Lookup field to the Form Object. View all 7. Deleting Rows and Columns from a Lookup Table Print. 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. 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. 1173046 – Printer Vendor Wizard Note: Zebra. 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. 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. set maxAllowed to field value: Select an Element that will be. 6. 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. This is configurable in the Admin Console. 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. 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. Navigate to the Utilities tab and open Rest Explorer. 2. Even if the Element is hidden in this way, the value. While optional, it is suggested to also install the Managed Package for Axsy Smart Forms. 3. This geolocation information is stored as part of the image's embedded metadata set. 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 form creation tool is split up into 3 main parts. IF ls_outputparams – copies EQ 0. You can find the total COUNT of the amount of windows data has been recorded for by referencing any of the elements within the Loop. Full-Screen Designer Print. Supported Barcode Formats: UPC E CODE 39 CODE 39 MOD 4. 1. Enter the web form name. 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. As the Work Order is running the Smart Form, no Lookup Fields are used to access the Related List. The Global tab for the Axsy Config Tool is where various global app settings are defined. The first Permission Set is the Axsy Smart Forms Full User. There are two types of numeric validation rules supported for Smart Forms: Custom (Formulas) Number Range ; Custom. Yes. 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. File variants and signatures may also be synced back to the related list of the record running the smart form. Note level 0️⃣ is the object used to launch to Smart Form, but no mapping, in this example is applied. . 1696511 – Problems when printing in landscape format on Zebra printers. Introduction. 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. com website. 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. 1. 1. Smart Forms. 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. 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. Config Settings for Mapped Value or Default Value Override. 7. To switch to Edit Mode you can either: Double-click an Element to open up the Edit Properties window straight away. Date Only will offer the user a dropdown selection of dates. 3. Please visit this link to learn more about Axsy Smart Forms: © 2023 Axsy Marketing (UK). Save your changes. Navigate to the Utilities tab and open REST Explorer. The Global tab for the Axsy Config Tool is where various global app settings are defined. 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. In addition to attaching images and signature files to a Smart Form, we also support additional file types (e. In Salesforce, navigate to Setup > Users. People take the time to adjust settings on their smartphones, and the EHR should be no different. Search the services search tool to find more information. Enhanced UI for Loops. 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 its validation rules. 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. In the corresponding box to the right, search for and select Mobile Smart Form (axsy_forms_FlowFormRunner) as the Legacy Apex action. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Join the Epic UserWeb. Smart Form Response Size >= 132KB. . Is the issue a pre-production or production (live. How to Edit Elements – Validation Rules for Numeric Elements. Navigate to the Validation tab of a Numeric Input Element. Navigate to Setup > Object Manger > Form Response > Page Layout > Form Response Layout and drag and drop Response Data field into the Details Section. Salesforce Field Service powered by Axsy - Version Number 1. To view these empty fields, you need to use the field toggle to enable this. 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. Jotform is a feature-rich form builder with free and premium versions. 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. 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. If the JSON files are too large they will fail to load or introduce errors when they are executed. 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. After successful implementation of the SAP Note. 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. 2. json and is created outside of Salesforce on a workstation computer. Navigate to the Designer Tab of the Smart Form Under the Designer ta. Around 38% of all women who are murdered globally are killed at the hands of their current or former partner. To export a Smart Form you need to do so through the REST API from Workbench. Please see the appropriate Salesforce documentation for more info. 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. Navigate to the Forms Object 1. Custom Lookup Fields and Custom Related Lists use the suffix. 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. To view previous version. 1. How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. Please click here. I have got one simple question, though: We have numerous forms in SAP script and Smart Forms (e. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Confirming Form SubmissionThis help guide will show you how to create a Form using the Axsy Smart Form Designer. Select Type to be Lookup and then select the Relationship to be with a Form. Mobile device OS version(s). 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. 1. From Salesforce Setup, use the Quick Find search and type in Flows. 1. Smart Forms are represented as JSON. How to use Smart Form Mapping – Create Mapping Set. Axsy is not responsible for any errors or omissions, or for the results obtained from the use of this information. This Permission Set is suitable for users who are designing, managing and creating Smart Forms via the Designer. g. To view the menu, select the three horizontal lines at the top left-hand corner of the screen. This permission set is suitable for users who are designing, managing and creating Smart Forms in the Designer. Support Barcode Formats. 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. Check S. The Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce Web UI. 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. When viewing a Form Version record in the target Org, navigate to the cog icon at the top right-hand corner of the screen and select Edit Page. for Salesforce Field Service, Public Sector Solutions or Consumer Goods Cloud - may likely also need to be assigned to users. These types encompass areas like linguistic, logical-mathematical, musical, spatial, bodily-kinesthetic, interpersonal, intrapersonal, and naturalistic intelligences, emphasizing a. Full-Screen Designer. Config Setting For Check Before Smart Form Submission. Under Process Automation, select Flows. 8. In a real scenario these values will be send to the Adobe Form from the driver ABAP program or the. For Mapping, you will be able to view the mapping configurations already created for the current form and a mapping data set. 2. Drag and drop a Record Lookup Element into a section in the Designer. Select a file or scan a document: Acrobat will automatically analyze your document and add form fields. 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. New in Axsy Summer '23 is an option to present a warning message to the user before they submit their Smart Form. Configure the Repeating Section in the Designer. lv_anzal = 1. Deploying Smart Forms 5. 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. When creating a Mapping configuration for a Loop Element, you have three options for the Data Action. 2. Axsy Support. 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. Retail Execution 1. Config Setting For Check Before Smart Form Submission Modified on: Fri, 14 Jul, 2023 at 8:40 AM. 1. Finally in. Then you need to import the Smart Form into the target Org. Solution home Axsy Smart Forms Smart Form Config Settings. 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.