Smart Forms Portal

Creating Smart Forms 22

• How to Create an Axsy Smart Form – Using the Axsy Smart Form Designer
• How to Edit Elements - General
• How to Edit Elements – Validation Rules for Text Elements
• How to Edit Elements – Validation Rules for Numeric Elements
• How to Edit Elements – Visibility Conditions

See all 22 articles

Deploying Smart Forms 4

• How to Deploy Smart Forms Using Salesforce Flow - Hardcoded Smart Form ID
• How to deploy Smart Forms using Salesforce Flow - Custom Work Order Field
• How to deploy Smart Forms using Salesforce Flow - Variable Smart Form ID
• How to make Smart Forms Visible in the Axsy Mobile Apps – App Extensions

Smart Form Config Settings 2

• Config Settings for Mapped Value or Default Value Override
• Config Settings to Enable Random Section Smart Form Navigation

Importing and Exporting Smart Forms 4

• Overview - Importing and Exporting Forms
• Exporting Smart Forms
• Importing Smart Form Versions
• Importing Large JSON Files

Repeating Sections 3

• Repeating Sections
• Repeating Section Index Variable
• Mapping for Elements inside Loops inside Repeating Sections

New Smart Form Data Mapping 7

• New Mapping Syntax
• Using the Mapping Lookup Tool
• Configure the Mapping Tab of an Element
• Configuring Mapping Between Loops and Related Lists
• Mapping Related Lists with the Mapping Lookup Tool

See all 7 articles

Formulas 9

• Supported Formulas
• Example Formulas
• Quoting Fixed Values and Booleans
• When are Validation Formulas Evaluated?
• Validation Formula Error Types

See all 9 articles

Smart Form Responses 10

• Form Response Viewer
• When are Form Response Drafts Saved on Salesforce?
• Pre-Fill Forms with a Previous Form Response
• How to Access Raw JSON for a Form Response
• Viewing Empty and Invisible Form Response Fields

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File Upload Elements 2

• Attach Additional Files Types
• Relate Files to the Record Running the Smart Form

Picklist Elements 4

• Picklists - How to Configure a Standard Picklist
• Picklists - How to Configure Dependent Picklists
• Picklist UI for Android devices
• Multiselect Picklists

Loop Elements 3

• Configuring Loops
• Roll-up formulas for Loop Elements
• Reference an Element in a Loop Using Indexing

Date Elements 4

• How to Edit Elements - Date Elements
• Date Ranges
• Date Formatting
• Time Zones

Table Elements 2

• Table Lookup Elements
• Table Lookup Elements - Deleting Rows and Columns

Image Elements 5

• Image Naming for Photos, Documents, Videos and Signatures
• Image File Size
• Multiple Image Uploads
• Add a Description to an Image
• Image Geolocation Data

Record Lookup Elements 1

• Record Lookup Element

FAQs 14

• When are Smart Forms Primed to the Axsy Mobile Apps?
• How do I create a Field Service Lightning App Extension?
• Are Nested Loops Supported by Axsy Smart Forms?
• How Can I Find an Element When Creating a Formula?
• Supported File Types

See all 14 articles

Smart Form Data Mapping 11

• How to use Smart Form Mapping – Create Mapping Set (Deprecated)
• How to use Smart Form Mapping – Create a Data Mapping (Deprecated)
• Object Model for Mapping Elements with Record Fields (Deprecated)
• Mapping between Loops and Related Lists (Deprecated)
• Mapping an Element with the Mapping Lookup Tool (Deprecated)

See all 11 articles

Upcoming Release Notes 6

• Axsy Smart Forms Winter '23 Release
• Enhanced UI for Loops
• Axsy Smart Forms Summer '23 Release
• Show Warning Before Smart Form Submit
• Store Smart Phone Photos to Local Device Storage

See all 6 articles

Previous Release Notes 2

• Axsy Smart Forms Summer '22 Release
• Axsy Smart Forms February '22 Release

Further Smart Forms Assistance 1

• Smart Form Assistance

Need More Help 2

• Salesforce Trailblazer Community
• Salesforce Developer Documentation

Other Resource Links 2

• Salesforce
• Axsy

Axsy Support Plan Details 8

• Axsy Support Plans
• Self Guided Resources
• Axsy Support
• Axsy Implementation Support
• Guidance to Level 1 Support Teams Reporting Issues to Axsy Level 2 Support

See all 8 articles

Privacy Notice 1

• Support Portal Privacy Notice

Cookie Notice 1

• Support Portal Cookie Notice

Axsy's Knowledge base has moved 1

• Axsy's Knowledge Base has moved