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CAPGEMINI DMIRS

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HOW CAN WE HELP YOU TODAY?

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KNOWLEDGE BASE


CURRENT AXSY PS VERSIONS

Axsy Versions 1
 * Axsy Public Sector / Axsy Smart Forms


GETTING STARTED WITH THE AXSY MOBILE APP

Solution Overview 4
 * Utilising Standard Salesforce Objects
 * Offline-First User Experience
 * React Native
 * Axsy Security Posture

Downloading the Axsy Mobile App 1
 * Where to Download the Axsy Mobile App

Org Setup 11
 * Org Setup for Axsy Mobile for Salesforce
 * Org Setup for Axsy Field Service
 * Org Setup for Axsy Public Sector
 * Org Setup for Axsy Retail Execution
 * Install the Axsy Managed Package

View all 11


USING THE AXSY MOBILE APP

Logging In 4
 * Logging In to the Mobile App
 * Saving a Custom Domain for Logging In
 * Single Sign-On and Multi-Factor Authentication
 * Logging Out of the Mobile App

Offline Sync 5
 * Initial Sync After Logging In
 * Flexible Synchronisation
 * How the Axsy Mobile App Handle Sync Conflicts
 * App Synchronisation in Foreground and Background
 * How Sync works with Salesforce Data Permissions

General Navigation and Use 12
 * Navigating the Mobile App
 * Working Offline
 * Delta Sync: Refreshing Data Via "Pull-to-Refresh"
 * Delta Sync: Refreshing Data Using the "Sync Now" Button
 * Sync Activity Icon

View all 12
Calendar View 3
 * Calendar View
 * Configurable Fields for the Calendar
 * Task List for Events

Mapping, Routing and Navigation 2
 * Navigation and Directions
 * Scheduling Optimisation via Salesforce Maps

Internationalisation & Localisation 1
 * Internationalisation and Localisation


SALESFORCE CUSTOMISATIONS

Page Layouts and Actions 2
 * Page Layouts
 * Quick Actions

Flow 7
 * Mobile Flows
 * Flow Signature Capture
 * Flow Assessment Tasks
 * Flow Section Headers and Columns
 * Configurable Flow Screen Navigation

View all 7
Validation Rules and Formulas 3
 * Offline Validation Rules
 * Blacklist Objects from Validation Rules
 * Salesforce Formula Fields


AXSY CUSTOMISATIONS

Dashboards 3
 * Axsy Dashboards
 * Add Text Styling and Background Colours to Dashboards
 * Best Practices for Dashboard Flows

Additional Object Lists 3
 * Additional Object Lists
 * Viewing Object Lists on a Map
 * Limitations with Additional Object Lists

Axsy Enhanced Order Capture 9
 * Enhanced Order Capture
 * Draft Order Status
 * Order Capture for Clothing and Apparel
 * Automatic Pricebook Selection
 * Launch Order Capture From a Retail Store

View all 9


AXSY SMART FORMS

Creating Smart Forms 7
 * How to Create an Axsy Smart Form Using the Axsy Smart Form Designer
 * How to Name Elements and Reference Elements
 * How to Edit Elements - General
 * Form Sections - Shared Sections
 * Full-Screen Designer

View all 7
Deploying Smart Forms 5
 * Deploying Smart Forms with Salesforce Flow - Hardcoded Smart Form ID
 * Deploying Smart Forms with Salesforce Flow - Custom Record Field
 * 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

Completing Smart Forms 4
 * Menu Navigation
 * Smart Form Summary
 * Confirm a Smart Form Before Submission
 * In-App Form Error Alerts

Importing and Exporting Smart Forms 4
 * Overview - Importing and Exporting Forms
 * Exporting Smart Forms
 * Importing Smart Form Versions
 * Importing Large JSON Files

Formulas 10
 * Supported Formulas
 * Example Formulas
 * How to Edit Elements – Visibility Conditions
 * Default, Read-Only, and Invisible Elements
 * Hidden Elements and Formulas

View all 10
Text and Numeric Elements 6
 * Large Text Areas
 * Add an Icon to a Text Label
 * How to Edit Elements – Validation Rules for Text Elements
 * How to Edit Elements – Validation Rules for Numeric Elements
 * Scan in a Barcode to Text and Numeric Elements

View all 6
Picklist Elements 4
 * Picklists - How to Configure a Standard Picklist
 * Picklists - How to Configure Dependent Picklists
 * Multi-Select Picklist
 * Picklist UI for Android Devices

Date Elements 4
 * How to Edit Elements - Date Elements
 * Date Formatting
 * Date Ranges
 * Time Zones

Image & File Upload Elements 8
 * Supported File Types
 * Attach Additional Files Types
 * Multiple Image Uploads
 * Image Naming for Photos, Documents, Videos and Signatures
 * Relate Files to the Record Running the Smart Form

View all 8
Record Lookup Elements 2
 * Record Lookups – How to Configure a Simple Record Lookup
 * Record Lookup Filters

Lookup Table Elements 2
 * Lookup Table Elements
 * Deleting Rows and Columns from a Lookup Table

Loop Elements 3
 * Configuring Loops
 * Roll-up formulas for Loop Elements
 * Reference an Element in a Loop Using Indexing

Repeating Sections 3
 * Repeating Sections - Overview
 * Repeating Section - Index Variable
 * Mapping for Elements inside Loops inside Repeating Sections

Smart Form Responses 8
 * Form Response Viewer
 * Form Responses Statuses
 * How to Access Raw JSON for a Form Response
 * Viewing Empty and Invisible Form Response Fields
 * Printing a Form Response

View all 8
Smart Form Data Mapping 8
 * Using the Mapping Lookup Tool
 * Mapping Syntax
 * Configure the Mapping Tab of an Element
 * Mapping Related Lists with the Mapping Lookup Tool
 * Configure Mapping Between Loops and Related Lists

View all 8
Smart Forms Enhanced Data Mapping 5
 * Smart Forms Enhanced Mappings
 * Enabling and Using the Enhanced Mapping UI
 * Enhanced Mappings Configuration
 * Enhanced Mappings Error Checking
 * Smart Form Design Best Practices

Smart Form Config Settings 5
 * Config Settings for Mapped Value or Default Value Override
 * Config Settings to Enable Random Section Smart Form Navigation
 * Config Setting to Disable Smart Form Share Summary
 * Config Settings for Smart Form Images
 * Config Setting For Check Before Smart Form Submission

FAQs 12
 * When are Smart Forms Primed to the Axsy Mobile Apps?
 * Are Nested Loops Supported by Axsy Smart Forms?
 * Does Axsy Smart Forms Work with Salesforce Classic?
 * Can I Jump To a Loop Element?
 * Can you Force a User to Run a Loop an Exact Number of Times?

View all 12
Smart Forms Formatting 1
 * Smart Forms Formatting

Troubleshooting 1
 * Sorry to Interrupt Error Message When Using Smart Form Designer

Programatically Create Smart Forms 1
 * Excel to Smart Form


AXSY FOR PUBLIC SECTOR

Visits and Visit Tasks for Public Sector 8
 * Accessing the Visit Schedule for Public Sector
 * Configurable Fields for the Visit List for Public Sector
 * Create a Public Sector Action Plan Template
 * Create a Visit with a Public Sector Action Plan
 * Create Assessment Tasks Without an Action Plan Template

View all 8
Public Sector FAQ 1
 * What Events Trigger Push Notifications in the Mobile App for Public Sector?

FedRAMP Information 1
 * Federal Risk and Authorization Management Program


AXSY CONFIG TOOL

Config Tool Overview 2
 * What Is the Axsy Config Tool
 * Axsy Config Tool Help Messages

Global Settings 10
 * Action Settings
 * Calendar Settings
 * General Settings
 * Image Settings
 * Main Menu Settings

View all 10
General Sync Settings 3
 * Configuring Files for Offline Sync
 * Configuring Wait On Initial Sync
 * Configuring the Behaviour for Errors and Long Requests

Sync Scope Configuration 7
 * What Are Record Sets
 * Create a Record Set
 * Configure Query Parameters
 * Configure Query Details
 * Configure the Related Object Tree

View all 7
Plugins 4
 * What Are Plugins
 * Configuring Dashboards
 * Configuring Additional Object Lists
 * Configuring the Event Task List

Config Scopes 2
 * Working With Config Scopes
 * Comparing Config Scopes

Publishing Configuration 4
 * Config Versions and Publishing
 * Metadata Generation Setting
 * Deploy Draft Config Settings to Specific Users
 * Import Axsy Config Settings into Another Org

Troubleshooting 1
 * Version Error Message Blocks Config Publication

FAQ's 1
 * Does Axsy Support use of the Person Account Object?


AXSY EVENTS CONSOLE

Events Console Overview 1
 * Axsy Events Console


RELEASES

Upcoming Release Notes 10
 * Axsy Summer '23 Deployment Strategy
 * In-App Route Optimisation
 * API Credentials for Route Optimisation
 * Axsy Smart PDFs
 * Global Dashboards

View all 10


MOBILE DEVICE REFERENCE INFORMATION

Supported Devices & Operating Systems 1
 * Axsy Mobile App Device Requirements

Benchmark Information 1
 * Sync Benchmark Information


FAQ & BEST PRACTICES

Best Practices 3
 * Environments for User Acceptance Testing or Pre-Production Testing
 * Things to Consider When Doing an Org Refresh
 * Go-Live or Production Readiness Checklist

FAQ 21
 * How Is My Data Processed?
 * Is the Axsy Mobile App Database Encrypted?
 * How Long Does the App Database Persist?
 * What Barcode Formats are Supported for Scanning?
 * Can I Log Out of the App if There Are Items in the Pending Uploads Queue?

View all 21


SUPPORT & TROUBLESHOOTING

Troubleshooting 2
 * Troubleshooting
 * Axsy Managed Package Update Fails with "The post install script failed"

Support Plan Details 8
 * Axsy Support Plans
 * Self-Guided Resources
 * Axsy Technical Support
 * Axsy Implementation Support
 * Support Response Times

View all 8


ADDITIONAL HELP & OTHER RESOURCES

Need More Help 2
 * Salesforce Developer Documentation
 * Salesforce Trailhead

Other Resource Links 2
 * Salesforce Website
 * Axsy Website


PRIVACY & COOKIE NOTICES

Privacy Notice 1
 * Support Portal Privacy Notice

Cookie Notice 1
 * Support Portal Cookie Notice

Home Solutions



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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