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.
Setup a Field Service Mobile Setting
1. From the Salesforce Platform, navigate to Setup > Field Service > Field Service Mobile Settings.
2. Select Field Service Mobile Settings and scroll to the bottom of the page to display App Extensions.
3. Select Add to create a new Field Service Mobile App Extension.
4. Complete the details for the new App Extension:
Field | Value |
Type | Flow |
Launch Value | Refer to Step 5 (below) |
Label | Set this to be the name that you would like to be displayed in the.app |
Name | Set to the same as Label field |
Scope to Object Types | Set to Object API Name of your choice |
5. For the Launch Value, capture the URL from the corresponding Salesforce Flow. Only enter in the value after /flow/.
6. Select Save to complete setting up the Field Service Mobile App Extension.