ACIS Portal

Overview 1

• Axsy ACIS Accelerator

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

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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

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Formulas 9

• Supported Formulas
• Example Formulas
• Quoting Fixed Values and Booleans
• When are Validation Formulas Evaluated?
• Validation Formula Error Types

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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

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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

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Dashboards 4

• Axsy Dashboards
• Global Dashboards
• Add Text Styling and Background Colours to Dashboards
• Best Practices for Dashboard Flows

Additional Object Lists 4

• Additional Object Lists
• Viewing Object Lists on a Map
• Viewing Polygon Shapes 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

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Axsy Smart PDFs 1

• Axsy Smart PDFs

Page Layouts and Actions 2

• Page Layouts
• Quick Actions

Flow 16

• Mobile Flows
• Flow Signature Capture
• Flow Geo-Location Capture
• Flow Assessment Tasks
• Flow Section Headers and Columns

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Dynamic Assessments via Omniscripts 0

Validation Rules and Formulas 3

• Offline Validation Rules
• Blacklist Objects from Validation Rules
• Salesforce Formula Fields

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

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Need More Help 2

• Salesforce Trailblazer Community
• Salesforce Developer Documentation

Other Resource Links 2

• Salesforce
• Axsy

Privacy Notice 1

• Support Portal Privacy Notice

Cookie Notice 1

• Support Portal Cookie Notice

Config Tool Overview 2

• What Is the Axsy Config Tool?
• Axsy Config Tool Help Messages

Global Settings 15

• Action Settings
• Calendar Settings
• Flow Settings
• General Settings
• Image Settings

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General Sync Settings 5

• Legacy Sync and Configuration Settings
• Configuring Files for Offline Sync
• Configuring Wait On Initial Sync
• Configuring the Behaviour for Errors and Long Requests
• Configuring Sync Indicator Back-off Time

Plugins 5

• What Are Plugins
• Configuring Dashboards
• Configuring Additional Object Lists
• Configuring the Event Task List
• Plugin Deployment

Sync Configuration 9

• What Are Record Sets
• Create a Record Set
• Configure Query Parameters
• Configure Query Details
• Distance-Based Query Filters

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Config Scopes 2

• Working With Config Scopes
• Comparing Config Scopes

Publishing Configuration 5

• Config Versions and Publishing
• Metadata Generation Setting
• Deploy Draft Config Settings to Specific Users
• Import Axsy Config Settings into Another Org
• Publishing Configs in Production Orgs

Troubleshooting 2

• Version Error Message Prevents Config Publication
• Version Error Message Prevents Config Publication (Axsy Autumn '24 Solutions)

Utilities 9

• Advanced Settings
• Settings and Utilities
• Basic Settings
• Event Settings
• Tools

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FAQ's 2

• Does Axsy Support use of the Person Account Object?
• Axsy Config Files and Org Storage