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:Always start with the Object you are running the Form from. Self-Guided Resources: Customer Portal Online portal - exclusively setup for you and your systems integrator users for all your knowledge and support needs: . Thu, 11 May, 2023 at 3:54 PM. Select GET as the HTTP request. 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. Smart Forms are represented as JSON. 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. 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 . The Add button will no longer be shown when a Smart Form Loop has only a single iteration. The Add button will no longer be shown when a Smart Form Loop has only a single iteration. set maxAllowed to number: Set a number in the field. The contents of the file lists the API names of the reference objects to be white listed the format below: 1. Providing resolutions to common problems for. 34 and later use LWC and upgrades from versions lower than v1. Wed, 20 Apr, 2022 at 11:26 AMSummary 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. 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. A message will display alerting the user that data may be lost. Edit an Element . Smart Forms PortalWith 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. Additional fix for Smart Form preview. 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. Once you are happy with your answers, select the Submit button. 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. Once the Smart Form has been filled out, select Show Summary. This package is free so licences will be assigned to all users. Wed, 10 Aug, 2022 at 6:14 PM. Mobile device OS version(s). For information on Smart Forms, please see the dedicated Axsy Smart Forms Knowledge Base: Smart Forms Portal Tue, 22 Mar, 2022 at 12:08 AM. 1. How to use Smart Form Mapping – Create Mapping Set. Welcome . To export a Smart Form you need to do so through the REST API from Workbench. NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. Select the three horizontal lines at the top left-hand corner of the screen. By default, the amount of photos a user can upload per Image Upload Element is limitless, however, a limit can be configured in the. How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. 2. Navigate to the Utilities tab and open Rest Explorer. The white list file must be named: axsy_smart_forms_config. 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. Fixed By. Unlike on iOS devices, where a user can tap anywhere on the Picklist box to expand it, a user needs to tap on the arrow to the right hand side of the Picklist box to expand it on an Android device. . Tabs may differ for each Element type. Axsy Smart Forms v1. Smart Form To maintain a Smart Form you call the SAP Form Builder. 2. Smart Form Assistance If you are unable to find the information you require from the Smart Forms Knowledge Base and need further assistance, then please contact Axsy via your support portal providing as much information as you can to help us assist us in your enquiry. Home Solutions. The Add button will no longer be shown when a Smart Form Loop has only a single iteration. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. 2. . Search Login or Signup to submit a new ticket. A new end-point has been developed to process Smart Form Responses, this allows Form Responses to exceed the previous 132 KB end-point limit. 2. 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. No. Mapping between Loops and Related Lists. From the Salesforce Platform, navigate to Setup > Platform Tools > Object Manager. 8. Select the magnifying glass next to a Field Mapping input. Select Add Controlling Value twice (in this case because there are only two values in the Controlling Picklist). It consists of: Form Painter for creating the layout of a form, Axsy’s Salesforce-native offline-first mobile app helps transform Consumer Goods Cloud into a best-in-class solution for Retail Execution. Available in: Axsy Smart Forms, All Axsy Mobile Apps. Therefore, whenever a time is included in a default date-time/time value, the Axsy app assigns the value the local time of the device that the user is operating on to complete the Smart Form. <form-ID> is the Salesforce ID of the Smart Form you want to export. Disclaimer. 3. In the corresponding box to the right, search for and select Mobile Smart Form (axsy_forms_FlowFormRunner) as the Legacy Apex action. 1. As Loops are frequently used for mapping purposes only not for looping this will provide greater UI. Offline support is achieved by first priming (synchronising) all of the relevant metadata, records, quick actions and Axsy Smart Forms from the Salesforce platform immediately after initial log-in. Export the Smart Form 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. Smart Forms Configuration 1. To maintain form styles (for paragraph and character formats) you use the Style Builder. . File variants and signatures may also be synced back to the related list of the record running the smart form. 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. Updated: 04-Feb-2022 with details of links to FS 5. Flow. Image File Size When uploading photos for Smart Forms, photo sizes are limited or compressed to a width of 1000px. 37 23/07/2021. 2. In the same way as a Standard Picklist, rename it under the Details tab and then navigate to the Values tab. Mapping between Loops and Related Lists. Old Loop UIOptionally, install Axsy Smart Forms on AppExchange. Draft Format. 2. Optionally, install Axsy Smart Forms on AppExchange. Navigate to the Forms Object 1. Enter your search term here. Config Settings to Enable Random Section Smart Form. Since v1. Strict mode is enabled by default, but may be disabled at Smart Form level by the introduction of the text: "strictFormulaEvaluation": false in. 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. This package is free so licences will be assigned to all users. 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. No. Date Only will offer the user a dropdown selection of dates. There is no need to do the same for the Element's label as this is just what is. Configure an Element's Mapping Tab. 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. You can use a Repeating Section in conjunction with a Loop to achieve two levels of nesting with all the benefits of looping and mapping applied to both the Repeating Section and the Loop. UPPER. Setup in the Designer . The white list file must be named: axsy_smart_forms_config. 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. Modified on: Tue, 4 Aug, 2020 at 3:41 PM. . Level 1 Support means the support service provided by You for Your end-users, including:. Configure the Multiselect Picklist in the Designer . Axsy Smart Forms February '22 Release. Select the global Edit button and then select the Edit icon next to an element. . This is available in the Form Response's Status field. Mobile app version(s). json and is created outside of Salesforce on a workstation computer. Select GET as the HTTP request. For Mapping, you will be able to view the mapping configurations already created for the current form and a mapping data set. Thank you for visiting the support. Type out 'Work Order' in the field path input. The contents of the file lists the API names of the reference objects to be white listed the format below: NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. Smart Forms are represented as JSON. To publish a Smart Form, simply select the Publish button in the Designer. Fixes. In this case when a default value is set for Text Labels, no radio buttons appear. Axsy Implementation Support. Select GET as the HTTP request. File Upload and Signature Elements The file upload element allows the following file variants to be ca. Input can often be repetitive or unique, and so targeti. 2. 7. With Hidden Elements, no value is sent back to Salesforce in the Form Response. All Smart Forms are primed to the Axsy Mobile Apps for Field Service Lightning (FSL) and Retail Execution (RE) at log on. Yes. Axsy Smart Forms. Managed Packages. DOM Meter Barcode. How to use Smart Form Mapping – Create Mapping Set. Image File Size. 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. Select Axsy Smart Forms, Next > Next > Save. When the Action opens, using Filter By, select Type and then select Apex Action (Legacy) as the action. 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. - Track the work tasks that need completing, such as. . You can select parts of the form. Config Settings for Mapped Value or Default Value Override. 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. This applies both to photos taken on the Camera or selected from the Gallery. 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. This method requires saving the JSON data of the Smart Form into a text file. 2. When the process is complete a green tick will appear on the. Wed, 10 Aug, 2022 at 4:44 PM. the text between axsy_forms__Form__c/ and /view . Time Only will only display times. Axsy Mobile App Details. The following example assumes this Object is a Work Order. The new Form creation tool is split up into 3 main parts. In this example the name is of a Custom Related. Please see here for more. Axsy Smart Forms supports the ability to upload multiple photos to a single Image Upload Element. Type out the Label of the Object running the Smart Form. How to Create an Axsy Smart Form – Using the Axsy Smart Form Designer. If the current year is 2020, we only allow a date range from January 1st 1920 to December 31st 2030. g. Axsy is not responsible for any errors or omissions, or for the results obtained from the use of this information. Modified on: Tue, 16 May, 2023 at 7:17 PM. . 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 the Element's field. Date and Time will display a drop-down list of dates and allow the user to select a. 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. The following example assumes this Object is a Work Order. Validation Formula Evaluation Configuration 1. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. Pop-up pr. 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. Solution home Smart Forms Formulas Hidden Elements and Formulas If you have an Element that is included in visibility formulas for other Elements, once it has a value set, that value is used for formula calculations even if that Element is subsequently hidden (via Visibility tav) due to other answers. Yes. Axsy is not responsible for any errors or omissions, or for the results obtained from the use of this information. For more information on how to create Formulas, please visit this Salesforce webpage that breaks down all the different functionalities: Formula Operators and Functions. Details coming soon! Admin Console. Axsy Smart Forms v1. 3. How to Edit Elements – Validation Rules for Text Elements. Navigate to the Utilities tab and open REST Explorer. Accenture Product Information. NOTE: This method of export will always export the most recently published version of the Smart Form. 1. View all 9. Smart Form Handover Releases 10. The following example assumes this Object is a Work Order. The following is a list of new features and enhancements that are included as part of the Winter '23 release of Axsy Smart Forms. The contents of the file lists the API names of the reference objects to be white listed the format below:. Handover 1 - Update 19-Nov-21. Axsy is not responsible for any. 53 or above in your Org. Validation Configuration(1) 1. This package is free so licences will be assigned to all users. As Loops are frequently used for mapping purposes only not for looping this will provide greater UI space for Smart Form completion. 2. Axsy Support Plan Details. 0 mobile apps. Smart Form Handover Releases 10. Images captured through Axsy Smart Forms using the device's native camera will contain geolocation information about the image. Drag and drop an Action onto the main screen (under the Elements tab of the Toolbox). Version History. The material provided in these documents on this portal is for informational purposes only and is subject to change without notice. support. How to make Smart Forms Visible in the Axsy Mobile Apps – App Extensions. The form creation tool is split up into 3 main parts. 2. 53 or above in your Org. Enter a SQOL-based formula. All Axsy support website instances are prefixed with a company or organisation name followed by the suffix support. Headline. How to use Smart Form Mapping – Create a Data Mapping. For more information on Data Mapping Sets, please see this. - Access to your daily, weekly and monthly agenda simplifies your schedule planning. Once the Edit Properties window opens, you will be able to add or amend the Element's core data across several tabs. Select App Default and then the Assign as App Default Button beneath. 1. Axsy Smart Forms allows users to reference Elements from a specific Loop iteration by using indexes. Publish a Smart Form in the Designer 1. Always start with the Object you are running the Form from. Version Format. How to Name Elements and Reference Elements. Our Ref. Delivery Schedule Most of the Smart Forms have been directly or indirectly updated via changes to shared. How to use Smart Form Mapping – Create Mapping Set. When you want to reference a specific Element, use the @ symbol and start typing the name of the Element you want to reference. 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. Drag and drop the Related Lists component onto the Form Version Page Layout. Start entering your formula. 2. Search Login or Signup to submit a new ticket. 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 Re. Once you have created several Axsy Smart Forms, you can make the Smart Forms available in the Axsy Mobile App via a single custom field on the object set to. Home Solutions. When creating a Mapping configuration for a Loop Element, you have three options for the Data Action. Tap OK. Mapping between Loops and Related Lists (Deprecated)Overview - Importing and Exporting Forms Print. Configuration capabilities have been introduced in the Admin Console as follows: The Global tab for the Axsy Config Tool is where various global app settings are defined. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. 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. 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. Step 4 of 5 Zero-code adaptability . 34 of Smart Forms, Axsy uses Lighting Web Components (LWC) to render the Designer Form View. 44. This applies both to photos taken on the. com. Example below: After saving the change the Smart Form must also be published, to do so, double click on any Element in a Smart Form Section, do NOT make any changes to the. Modified on: Fri, 18 Jun, 2021 at 5:38 PM Please visit this link to learn more about Axsy Smart Forms: © 2023 Axsy Marketing (UK) Limited Did you find it helpful? Yes No Modified on: Tue, 16 May, 2023 at 7:17 PM Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution Smart Forms are represented as JSON. Using a Boolean as a Trigger for a JumpTo Element It is best practice to only use a Boolean to trigger a JumpTo Element when the Boolean is set to True (or 'Yes'). Deploying Smart Forms 4. Change the URL to. How to make Smart Forms visible in Axsy Mobile Apps – App Extensions. These are Upsert, Update and Create. 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. How to make Smart Forms visible in Axsy Mobile Apps – App Extensions. Managed Package version(s) (e. 2. This package is free so licences will be assigned to all users. Home Solutions. How to make Smart Forms Visible in the Axsy Mobile Apps – App Extensions. Information Collected by AxsyUnlimited Smart Form Response Sizes. Step 4 of 5 Zero-code adaptability . In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. Select Work Order. . Three radio buttons will appear under the text box for Text, Numeric, Picklist, Boolean and Date Elements. In Salesforce, navigate to Setup > Users. Section Name. Axsy Support. Configuration capabilities have been introduced in the Admin Console as follows:All the fixes have been performed via the Smart Form Designer. . axsy. Other Smart Form Objects are covered in a separate guide. Click Save . National Grid Portal. 1. Supported Barcode Formats: UPC E CODE 39 CODE 39 MOD 4. Please see here for more information: Smart Forms PortalHome Solutions. Home Solutions. 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. Input can often be repetitive or unique, and so targeting a specific iteration means an easier way to access information. Configure Mapping for a Loop Element 1. Will display available mapping sets that have been set up for the current form. Navigate to Workbench on the web and login to the Salesforce Org you are exporting from in another browser window. Creating Smart Forms 7. Further extensibility via Axsy's own suite of Salesforce-native, no-code tools such as Smart Forms and Dashboards. 2. Smart Forms Handover 3 Release Notes. The SAP Form Builder plays a central role with creating forms. The JSON for a Form Version is static and essentially a snapshot of the definitions of a Smart Form that the Axsy app can retrieve and display without the corresponding Elements, Sections and Picklists being present in the target Org. This method of Export will always Export the most recently published version of the Smart Form. Can I Jump To a Loop Element? No. . Take a Live Photo With the Device's Camera Launch Smart Forms via an Assessment Task Along with creating an App Extension in the Axsy app — so that Smart Forms are accessible via the Action Menu — it is also possible to link a Smart Form to an Assessment Task for a Visit so that Smart Forms can be assigned based on a Visit's Action Plan and KPIs. 2. Support Portal Cookie Notice Revision 14-Feb-2020 1. Date and Time. 2. Custom Lookup Fields and Custom Related Lists use the suffix. 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. json and is created outside of Salesforce on a workstation computer. Wed, 24 Aug, 2022 at 7:01 PM. axsy. 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. Drag and drop a Record Lookup Element into a section in the Designer. Select the refresh at the top right corner of the Smart Form. To add a description to an Image Upload, select the image thumbnail and add a description. 2. 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. Then double click on the Apex Action (Legacy) process flow to assign it the Smart Form Salesforce ID captured in Step 1. Double-click an Element to open up the Edit Properties window straight away. 42 Modified on: Wed, 8 Sep, 2021 at 10:12 AM. Select Work Order and then Fields & Relationships. The above formats do not include time zones. The following is a list of new features and enhancements that are included as part of the February '22 release of Axsy Smart Forms. Please see our mapping knowledge article here. To do so include axsy_forms__Form__c in your Sync Config Scope. The tickets described in these release notes have been fixed by Axsy Fixes The following tickets have been resolved in this release. 2. Form Response Status Definitions. v1. Axsy Smart Forms supports the ability to allow users to make more than one selection for a Picklist Element. VALUE. 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. Smart Forms. 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. Thu, 10 Mar, 2022 at 4:16 PM. Under Process Automation, select Flows. 7. ; When Elements contained in a Subsection Element are visible. We encourage you to read the information below carefully. If no published versions exist, then the Axsy Mobile App will sync the latest draft version of a Smart Form saved in the Designer. Before submitting the completed Form, this Confirmation message will appear on the screen: 2. Smart Forms: Enhanced UI for Loops Enhanced UI for Loops. Time Only. The new mapping UI for Elements means that all configuration is done in the Mapping tab of an Element's Edit Window. 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. This package is free so licences will be assigned to all users. Please see here for more information: Smart Forms Portal. It is possible to set a default date value outside of this range in the Designer. Viewing the Form Response on the Salesforce Platform . Figure 1 shows a config that ensures all Smart Form Record ID's are synchronised to mobile devices. 1. 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. 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. Axsy is not responsible for any errors or omissions, or for the results. The Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce Web UI. Added support for picklist value formula. 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. The Salesforce ID can be retrieved from the URL when viewing a Smart Form in the Salesforce web UI, i. Axsy Smart Forms supports the ability to allow users to make more than one selection for a Picklist Element. Draft Format. As mentioned above, when the visibility condition is true, elements will be hidden. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector,. e. Tue, 19 Apr, 2022 at 4:50 PM. Smart Form Data Mapping 9. ' after Work Order and type out the name of the Related Object/Details field name of Work Order. com website. . Your Ref. 1. Select Work Order. Config Settings for Mapped Value or Default Value Override. Guidance to Level 1 Support Teams Reporting Issues to Axsy Level 2 Support. 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. button to create new sections or edit existing sections. Wed, 25 Jan, 2023 at 3:56 PM. To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. 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. Smart Form Config Settings 2. How to make Smart Forms visible in Axsy Mobile Apps – App Extensions Smart Form Data Mapping 9 How to use Smart Form Mapping – Create Mapping Set How to use Smart Form Mapping – Create a Data Mapping Syntax for Mapping Elements with Record Fields Mapping between Loops and Related Lists Mapping an Element with the Mapping Lookup tool View all 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. 1. Modified on: Tue, 16 May, 2023 at 7:17 PM. So, when the Boolean is set to No (False) the visibility condition is true. Axsy Smart Forms Summer '22 Release. Prior to v1. The first instance of a validation evaluation is when a user edits an Element in the Axsy Mobile App. To enable multiple Smart Forms to be accessed in a single Task, simply separate each Smart Form reference with a comma. As an example, Work Order Line Item is on the related list of a Work Order, and you can have more than one Work. The white list file must be named: axsy_smart_forms_config. Once you have created an Axsy Smart Form, you can make the Smart Form available in the Axsy Mobile App for Field Service Lightning (FSL) or Retail Execution (RE) by setting up a Salesforce Flow. . Disclaimer. Smart Form The white list file must be named: axsy_smart_forms_config. 3. 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. When creating a Mapping configuration for a Loop Element, you have three options for the Data Action. Viewing Empty and Invisible Form Response Fields 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. This is usually stored as the longitude and latitude coordinates of the image.