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SMART FORMS PORTAL

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Home Knowledge Base


HOW CAN WE HELP YOU TODAY?

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KNOWLEDGE BASE


SMART FORMS

Creating Smart Forms 21
 * 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 21 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 Axsy Mobile Apps – App Extensions

Smart Form Data Mapping 11
 * How to use Smart Form Mapping – Create Mapping Set
 * How to use Smart Form Mapping – Create a Data Mapping
 * Object Model for Mapping Elements with Record Fields
 * Mapping between Loops and Related Lists
 * Mapping an Element with the Mapping Lookup tool

See all 11 articles
Importing and Exporting Smart Forms 4
 * Overview - Importing and Exporting Forms
 * Exporting Smart Forms
 * Importing Smart Form Versions
 * Importing Large JSON Files

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 9
 * Form Response Viewer
 * When are Form Response drafts saved on Salesforce?
 * How to access raw JSON for a Form Response
 * Viewing Empty and Invisible Form Response Fields
 * Printing a Form Response

See all 9 articles
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 and Signatures
 * Image File Size
 * Multiple Image Uploads
 * Add a Description to an Image
 * Image Geolocation Data

FAQs 15
 * 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 15 articles


FURTHER SMART FORMS ASSISTANCE

Further Smart Forms Assistance 1
 * Smart Form Assistance


PRIVACY & COOKIE NOTICES

Privacy Notice 1
 * Support Portal Privacy Notice

Cookie Notice 1
 * Support Portal Cookie Notice


MORE HELP & OTHER RESOURCES

Need More Help 2
 * Salesforce Trailblazer Community
 * Salesforce Developer Documentation

Other Resource Links 2
 * Salesforce
 * Axsy


AXSY SUPPORT PLAN DETAILS

Axsy Support Plan Details 2
 * Axsy Support Plan Details
 * Guidance to Level 1 Support Teams Reporting Issues to Axsy Level 2 Support





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Disclaimer

The material provided in these documents on this portal is for informational
purposes only and is subject to change without notice.

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. All information in these documents on this portal is provided “as
is”, with no guarantee of completeness, accuracy, timeliness or of the results
obtained from the use of this information.

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