axsy smart forms. 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. axsy smart forms

 
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 dateaxsy 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

Function. Next in the Config field for the Smart Form enter "allowRandomAccess":true to enable Random Smart Form navigation. Always start with the Object you are running the Form from. New in Axsy Summer '23 is an option to present a warning message to the user before they submit their Smart Form. 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. Enter a SQOL-based formula. Mapping Syntax Modified on: Fri, 16 Jun, 2023 at 7:15 PM. ”. The drag-and-drop builder includes elements, question types, and widgets that aren’t seen on Google Forms or most alternatives. When the user comes across a File Upload element with the Document variant, they will be prompted to select an existing file on their device and attach it to the Smart Form. In the Details tab of your 'New Picklist', rename your picklist. 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. Retail Execution 1. Search the services search tool to find more information. 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. Configure the web form. A fillable PDF form is a PDF. From the Salesforce Platform, navigate to Setup > Platform Tools > Object Manager. 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). 2. It is located just under the Designer tab – the furthest button to the left. If you create a bar code, the system asks whether you want to use the new bar code technology or traditional system bar codes. In the same way as a Standard Picklist, rename it under the Details tab and then navigate to the Values tab. Without this a user will be forced to. Modified on: Fri, 14 Jul, 2023 at 8:40 AM. How to Edit Elements - General. Axsy Smart Forms supports the ability to upload multiple photos to a single Image Upload Element. When viewing the Global tab of the Axsy Config Tool, selecting the Smart. Making use of Smart PDFs involves the following three steps:. Deploying Smart Forms 5. 2. 7. Viewing the Form Menu. The contents of the file lists the API names of the reference objects to be white listed the format below:. being present in the target Org. 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. 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. 56 and later. 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. Navigate to the Repeating tab and select the Repeating? toggle to activate it. Thu, 10 Mar, 2022 at 4:16 PM. To view the menu, select the three horizontal lines at the top left-hand corner of the screen. If the value provided for either ROW or COLUMN does not find a match in the table, the formula will return an empty value. By default, the amount of photos a user can upload per Image Upload Element is limitless, however, a limit can be configured in the. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. . View a Form Response Record. This method of export will always export the most recently published version of the Smart Form. Full-Screen Designer. In the absence of a. Axsy Smart Forms supports the ability to allow users to make more than one selection for a Picklist Element. 1. 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. 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. We do NOT need advanced features like interactive forms, electronic signature etc. ) Axsy Managed Packages. Click on System Bar Code option and Click on Change. . 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. Modified on: Fri, 12 May, 2023 at 6:00 PM. 34 and later use LWC and upgrades from versions lower than v1. 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. Navigate to the Forms Object 1. Share Summary can be disabled with a Smart Form config setting as shown below in Figure 2. 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. For more information on Loop Elements and their functionality, please see this article. The following example assumes this Object is a Work Order. 1. The JSON for a Form Version is static and is essentially a snapshot of the definition of a Smart Form that the Axsy Mobile App is able to retrieve and display without requirement the corresponding Elements, Sections, Picklists, etc. The file upload element allows the following file variants to be captured: Images; Documents; Videos; Additionally the signature element allows capture of: 4. Viewing the Additional Data Fields. As Loops are frequently used for mapping purposes only not for looping this will provide greater UI. Work Order Line Item), it is also possible to configure the same with a Related List that falls further down the. Config Settings for Mapped Value or Default Value Override. File variants and signatures may also be synced back to the related list of the record running the smart form. Exits the Form screen and selects Yes when prompted whether they want to save their progress. “Domestic violence is endemic,” says. File variants and signatures may also be synced back to the related list of the record running the smart form. How to Edit Elements – Validation Rules for Text Elements. Then double click on the Apex Action (Legacy) process flow to assign it the Smart Form Salesforce ID captured in Step 1. 4. To create new sections or edit existing sections, s elect the Edit button. How to make Smart Forms Visible in the Axsy Mobile Apps – App Extensions. Smart Forms. Create a JSON file named axsy_smart_forms_config. Smart Form Text Elements can support a larger capacity for text space. How to Deploy Smart Forms Using Salesforce Flow - Hardcoded Smart Form ID. Deploying Smart Forms with Salesforce Flow - Hardcoded Smart Form ID. Scroll to the top of the Picklist Menu and select the 'New Picklist'. This permission set allows the user to have full access to both create Smart Forms on the Salesforce Platform and to run Axsy Smart Forms on the Axsy Mobile App. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution, Axsy Smart Forms In addition to assigning users. To re-publish a Smart Form, follow the above steps again. For persons with disabilities experiencing difficulties accessing content on a particular DFAS. 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. 2. 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. Modified on: Tue, 16 May, 2023 at 7:17 PM. Mon, 13 Mar, 2023 at 3:10 PM. Tue, 16 May, 2023 at 7:36 PM. Then click Done. Config Settings to Enable Random Section Smart Form Navigation. 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. All information in these documents on this portal. This method of export will always export the most recently published version of the Smart Form. Export the Smart Form Firstly, you need to learn how to export a Smart Form. Navigate to Workbench on the web and login to the Salesforce Org you are exporting from in another browser window. Click on the Setup Cog and select Setup. . Select the. Axsy Smart Forms Full User: Administrator of Axsy Smart Forms: NOTE: In addition to any Axsy Permission Sets, appropriate Salesforce Permission Sets - e. 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. Example Smart Form ObjectsWhen you run the Smart Form on the Axsy Mobile App, if 'Element1' and 'Element2' are given the values Paper and Scissors, the Default Value of 'Element3' will be Scissors Wins (referencing cell highlighted in Step 3). Create Order Panels & Save Order Preferences. The image metadata is commonly referred to as. 2. Before the information in a Smart Form is sent back to Salesforce as a completed Form, a screen at the end of the Form is displayed to the user to confirm this in the Axsy Mobile App. Axsy Smart Forms support the following file types in the Axsy Mobile App: Image Upload Element Attach a Photo Taken From the Device's Camera Roll 1. Howard Gardner's Theory of Multiple Intelligences posits that individuals possess various distinct types of intelligences, rather than a single general intelligence. 2. The text box will be larger on the Axsy Mobile App form screen compared to the standard Text Element's size. This is usually stored as the longitude and latitude coordinates of the image. g. g. Deploying Smart Forms 4. For example, by selecting 'Account', a list of available account records will be displayed in the record lookup picklist. This Permission Set is suitable for users who are designing, managing and creating Smart Forms via the Designer. Enable My Domain. . Config Settings for Mapped Value or Default Value 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. Full-Screen Designer. 53 or above in your Org. axsy. Availability: All Support Plans. How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. As an example, Work Order Line Item is a Related List on the Work Order Object, and you can have more than one. 2. Hidden fields will always be empty when sent back to Updated: 04-Feb-2022 with details of links to FS 5. Tue, 19 Apr, 2022 at 4:50 PM. Specify the record type by selecting an object for the Record type field. 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. This document is based on the information from the above SAP-Notes. Axsy Smart Forms supports the ability to allow users to make more than one selection for a Picklist 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. 0 mobile apps. In some cases, abuse can escalate to murder. Modified on: Fri, 14 Jul, 2023 at 8:40 AM. Can I Jump To a Loop Element? No. Yes. Prior to v1. If the Form is running on a Work Order and you want an Element to map to the 'Phone' field of the Contact assigned to the Work Order, you'd use 'Contact. Pop-up pr. Smart Forms 1. g. Once you have completed a Smart Form on the Axsy Mobile App, navigate to the Form Responses tab in the Axsy Smart Forms Web App on Salesforce and to see the completed Form Response, which is most likely the most recent record. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. You can build a form for each of the three layers, but for this tutorial you'll focus on the Amenities layer, which is. As a Project Manager, for Data Centers my expertise lies in coordinating projects that fuel transformation, optimize operations and yield exceptional. Smart Form Response Size >= 132KB. 53 or above in your Org. Note level 0️⃣ is the object used to launch to Smart Form, but no mapping, in this example is applied. Image File Size. . Updated: 04-Feb-2022 with details of links to FS 5. Note: If you want to allow other Smart Form Designer users to use the Mapping Lookup Tool with the same whitelist file, share the file. ) based on the file types that are accessible on your device. 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). How to use Smart Form Mapping – Create a Data Mapping. The contents of the file lists the API names of the reference objects to be white listed the format below:. Scroll down to the View tab. 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. Smart Form. View all 7. 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. To view previous version. There are two main ways you can edit an element. 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. Please click here for more information on this process: Exporting Smart Forms. 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. 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. Smart Form Data Mapping 9. 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. Configure the Multi-Select Picklist in the Designer. Switch to Edit Mode. 3. json and is created outside of Salesforce on a workstation computer. Navigate to the Manage Picklists button. For a new Smart Form, select New Flow. The supported Icon types are as follows: Action (A) Information (I) Requirement(R) Warn. 1173046 – Printer Vendor Wizard Note: Zebra. to add a new or existing section. Smart Form Config Settings 5. For Mapping, you will be able to view the mapping configurations already created for the current form and a mapping data set. All of the responses provided in the element fields by the user are displayed by section – in the. Define the Name and Description of the Bar code. Confirming Form SubmissionNOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. A Flow can then reference this custom field and dynamically. Exits the Form screen and selects Yes when prompted whether they want to save their. 31 and above installed and have the relevant access rights to make the changes. Related List path uses one Lookup Field to access the Related List from the Work Order :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. 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. Confirming Form SubmissionThis help guide will show you how to create a Form using the Axsy Smart Form Designer. 7. Custom Lookup Fields and Custom Related Lists use the suffix. Config Settings for Mapped Value or Default Value Override. You may need to complete and submit (also referred to as “file”) court forms for your legal matter. Axsy Smart Forms supports the ability to upload multiple photos to a single Image Upload Element. 34 Aura Components were used. R. 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. 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. Double-click an Element to open up the Edit Properties window straight away. For more on this, please see: Smart Forms. New in Axsy Summer '23 is an option to present a warning message to the user before they submit their Smart Form. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution Smart Forms are represented as JSON. g. Enter the web form name. Every element with part of the orange line next to it will be included in the loop. This file gets created on Salesforce as a ContentDocument and linked to the form response record as a related file. Supported Barcode Formats: UPC E CODE 39 CODE 39 MOD 4. 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. From the Setup menu select and open the Object Manager. When the Action opens, using Filter By, select Type and then select Apex Action (Legacy) as the action. Smart Forms are represented as JSON. Axsy Implementation Support. File Upload and Signature Elements. In Salesforce, navigate to Setup > Users. 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. 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. Gravity Forms pros: Design and develop more custom forms. 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 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. provide any customer number (check if data is available in table SCUSTOM) and click on Display PDF button. A. Select the global Edit button and then select the Edit icon next to an element. Covered in this Article: Sections; Toolbox; Section Elements; Sections. 3. 2. 2. Differences Between 'Hidden' and 'Invisible' Elements Hidden. 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. Config Settings for Smart Form Images Print. 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. ; When Elements contained in a Subsection Element are visible. Form Layout - Subsections A Subsection – or new screen – will occur in the Axsy Mobile App under the following circumstances: Before and after Loop Elements. For instance, say you wanted to create an employment application form, you could add columns, a file upload option for. Full-Screen Designer Print. Smart Forms. Step 4 of 5 Zero-code adaptability . Then. Axsy is not responsible for any errors or omissions, or for the results obtained from the use of this information. This method requires saving the JSON data of the Smart Form into a text file. 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. An example of a SMART-goal statement might look like this: Our goal is to [quantifiable objective] by [timeframe or deadline]. 56 and later. , iPad 7th Gen, etc. Axsy Smart Forms allows users to reference Elements from a specific Loop iteration by using indexes. 53 or above in your Org. In the corresponding box to the right, search for and select Mobile Smart Form axsy_forms_FlowFormRunner as the Legacy Apex action. Therefore, the 4MB JSON file limit should not be exceeded as your forms may not function within the Axsy Mobile Apps. Axsy is not responsible for any errors or omissions, or for the results obtained from the use of this information. ) and are considering converting those to Adobe Forms. Mapping ConfigurationsAvailable in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. 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. AR. 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. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Smart Forms - Versioning. Navigate to the Manage Picklists button. 0 mobile apps. Please click here for more information on this process: Exporting Smart Forms. 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. 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. Will display available mapping sets that have been set up for the current form. Form Responses Statuses. Please visit this link to learn more about Axsy Smart Forms: © 2023 Axsy Marketing (UK). Select Bar Code Symbology as “QR Code 2005” and Click OK. Support Model. 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. 34 of Smart Forms, Axsy uses Lighting Web Components (LWC) to render the Designer Form View. Yes. 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. Click on Create (F5). Modified on: Mon, 5 Jun, 2023 at 10:01 PM. How to Create an Axsy Smart Form – Using the Axsy Smart Form Designer. Example Smart Form ObjectsAxsy Mobile App Details. Axsy provides support to your Level 1 Support team assisting You when You have an operational service using Axsy products. To create a new Smart Form on the Salesforce Platform, select the Forms tab and then + New Form. Paste the above code into ‘%CODE1’. . The first instance of a validation evaluation is when a user edits an Element in the Axsy Mobile App. Save your fillable PDF:End Result –. 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. 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. The notes referenced in this. How to Edit Elements - General. 5 Examples of Regulatory Data Collection Using Epic Flowsheet SmartForms™. Draft Format. If the JSON files are too large they will fail to load or introduce errors when they are executed. Mapping Configurations Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. 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. Wed, 25 Jan, 2023 at 3:56 PM. Solution home Axsy Smart Forms Creating Smart Forms. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution The Axsy Smart Forms Designer UI and Form Response UI do not support Salesforce Classic. 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. 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. Then create your Dependent Picklist. When a user selects to use an available Form Response as an answer template, the answers from the Form Response take. In the corresponding box to the right, search for and select Mobile Smart Form (axsy_forms_FlowFormRunner) as the Legacy Apex action. So, when the Boolean is set to No (False) the visibility condition is true. 1. 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. 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. Smart Forms are represented as JSON. File Upload and Signature Elements The file upload element allows the following file variants to be ca. 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 geolocation information is stored as part of the image's embedded metadata set. The Axsy Mobile App loads Smart Forms during the app's initial sync. 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 the JSON files are too large they will fail to load or introduce errors when they are executed. Navigate to Workbench on the web and login to the Salesforce Org you are exporting from in another browser window. provided by Adobe Forms technology. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. Change the URL to: /services/apexrest/axsy_forms/form/<form-ID> <form-ID> is the. Note that the name must begin with a Z to avoid conflict between your. Axsy Retail Execution Knowledge Base. How to. 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. Validation Formula Evaluation Configuration 1. It is possible to set a default date value outside of this range in the Designer. When viewing the Global tab of the Axsy Config Tool, selecting the Smart. 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. 6. View the Files on the Salesforce Platform . 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. Without this a user will be forced to. Navigate to Setup > Object Manger > Form Response > Page Layout > Form Response Layout and drag and drop Response Data field into the Details Section. Enhanced UI for Loops. It's possible to change this setting so that if mapping data from Salesforce exists (non-empty Salesforce Fields), it will override. Click Done. . This article describes how to do so with a Salesforce Flow containing a single element that references the specific Smart Form ID set by Salesforce. Disclaimer. T. From our experience, here are five great ways to use this tool to collect regulatory data: Influenza, Pneumococcal, and COVID-19 vaccine screening. This screen is not explicitly included in the Designer, but is included in all Smart Forms on the Axsy Mobile App. 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. Copy the provided embed code and place within a page on your website, or use the dedicated secure URL to share. 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. . Enter your search term here. The Date and Time option is only available when the Axsy app is being run on iOS devices. 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. Self Guided. .