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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
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
FAQs
13
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 13
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