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Knowledge base
Smart Forms
Creating Smart Forms
22
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
View all 22
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 the Axsy Mobile Apps – App Extensions
Smart Form Config Settings
2
Config Settings for Mapped Value or Default Value Override
Config Settings to Enable Random Section Smart Form Navigation
Importing and Exporting Smart Forms
4
Overview - Importing and Exporting Forms
Exporting Smart Forms
Importing Smart Form Versions
Importing Large JSON Files
Repeating Sections
3
Repeating Sections
Repeating Section Index Variable
Mapping for Elements inside Loops inside Repeating Sections
New Smart Form Data Mapping
7
New Mapping Syntax
Using the Mapping Lookup Tool
Configure the Mapping Tab of an Element
Configuring Mapping Between Loops and Related Lists
Mapping Related Lists with the Mapping Lookup Tool
View all 7
Formulas
9
Supported Formulas
Example Formulas
Quoting Fixed Values and Booleans
When are Validation Formulas Evaluated?
Validation Formula Error Types
View all 9
Smart Form Responses
10
Form Response Viewer
When are Form Response Drafts Saved on Salesforce?
Pre-Fill Forms with a Previous Form Response
How to Access Raw JSON for a Form Response
Viewing Empty and Invisible Form Response Fields
View all 10
File Upload Elements
2
Attach Additional Files Types
Relate Files to the Record Running the Smart Form
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, Documents, Videos and Signatures
Image File Size
Multiple Image Uploads
Add a Description to an Image
Image Geolocation Data
Record Lookup Elements
1
Record Lookup Element
FAQs
14
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
View all 14
Axsy Support Plan Details
Axsy Support Plan Details
8
Axsy Support Plans
Self Guided Resources
Axsy Support
Axsy Implementation Support
Guidance to Level 1 Support Teams Reporting Issues to Axsy Level 2 Support
View all 8
More Help & Other Resources
Need More Help
2
Salesforce Trailblazer Community
Salesforce Developer Documentation
Other Resource Links
2
Salesforce
Axsy
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1
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1
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