Smart Forms Portal

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. ...

Now that you’ve started creating your Smart Form, you’ll need to edit Elements to make the Smart Form more sophisticated. Once you have dragged and dropped ...

Once you have dragged and dropped an Element onto the Section Elements Manager, you can use the edit function to add and amend the properties of the Element...

Once you have dragged and dropped an Element onto the Section Elements Manager, you can use the edit function to add and amend the properties of the element...

Now you’ve started creating your Smart Form, you’ll need to edit Elements to make the Smart Form more sophisticated. Visibility conditions allow you to dyna...

Once you have created several Elements, you may need to reference these Elements by Element Name in a formula. You need to use the @mention feature to quick...

It is good practice to organise your Elements by giving them unique names across all Smart Forms that are relevant to their purpose or functionality. This h...

A Subsection – or new screen – will occur in the Axsy Mobile App under the following circumstances:  Before and after Loop Elements.  When Elements conta...

Smart Forms allow you to add sections that have already been created, to other forms. A section can be shared across forms so that changes will be implement...

Each user can be assigned different permission sets, determining how much access and control the user has in regards to Smart Form creation and ability to r...