PMI Portal

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

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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 5

• Menu Navigation
• Smart Form Summary
• Confirm a Smart Form Before Submission
• In-App Form Error Alerts
• Smart Form Hand-Off Between Mobile Users

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

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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

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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

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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

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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

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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?

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