Axsy smart forms. 1. Axsy smart forms

 
 1Axsy smart forms  Drag and drop a Record Lookup Element into a section in the Designer

First we check if the amount of print-outs is not equal to zero, if this is the case we default it to 1. Tue, 16 May, 2023 at 6:16 PM Smart Form SummaryAll the fixes have been performed via the Smart Form Designer. This is usually stored as the longitude and latitude coordinates of the image. Pop-up prompting the user to use a previous Form Response as an answer template. This document is based on the information from the above SAP-Notes. You may need to complete and submit (also referred to as “file”) court forms for your legal matter. As an example, Work Order Line Item is a Related List on the Work Order Object, and you can have more than one. Wed, 10 Aug, 2022 at 4:44 PM How to Edit Elements - General Now that you’ve started creating your Smart Form, you’ll need to edit Elements to make the Smart Form more sophisticated. Navigate to Workbench on the web and login to the Salesforce Org you are exporting from in another browser window. Draft Format. With Hidden Elements, no value is sent back to Salesforce in the Form Response. How to use Smart Form Mapping – Create a Data Mapping. 5. Share Summary can be disabled with a Smart Form config setting as shown below in Figure 2. Therefore, the 4MB JSON file limit should not be exceeded as your forms may not function within the Axsy Mobile Apps. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. Locate Outside Hospital Records Using CareEverywhere. 1. Strict mode is enabled by default, but may be disabled at Smart Form level by the introduction of the text: "strictFormulaEvaluation": false in the Config formula. provided by Adobe Forms technology. Please visit this link to learn more about Axsy Smart Forms: © 2023 Axsy Marketing (UK). Importing Smart Form Versions. This approach eliminates generalities and guesswork, sets a clear timeline, and makes it easier to track progress and identify missed milestones. New in Axsy Summer '23 is an option to present a warning message to the user before they submit their Smart Form. 34 should also be switched from Aura to LWC. Growjo tracks the fastest growing companies and startups in the world. Axsy Smart Forms Full User: Administrator of Axsy Smart Forms: NOTE: In addition to any Axsy Permission Sets, appropriate Salesforce Permission Sets - e. How to Create an Axsy Smart Form – Using the Axsy Smart Form Designer. The new Form creation tool is split up into 3 main parts. The Global tab for the Axsy Config Tool is where various global app settings are defined. The new field needs to be set as a Lookup field to the Form Object. Self Guided Resources. Full-Screen Designer Print. For example, by selecting 'Account', a list of available account records will be displayed in the record lookup picklist. This is particularly relevant for Smart Forms as many objects can be referenced in a single Smart Form. . Exits the Form screen and selects Yes when prompted whether they want to save their. Delivery Schedule Many of the fixes were within shared Smart Form Sections, accordingly most of the I&C Smart Forms have been modified either directly or indirectly as a result of shared Section usage and the Smart Forms listed in Table 1 have been updated as Drafts in the FFABIT. Smart Forms. Deploying Smart Forms with Salesforce Flow - Hardcoded Smart Form ID. This is configurable in the Admin Console. Create a Picklist. Navigate to the Forms Object 1. Only Salesforce Lightning is supported. Solution home Axsy Smart Forms Image & File Upload Elements. Search Login or Signup to submit a new ticket. For a Smart Form response size greater than or equal to 132 KB, Axsy builds a JSON file containing the form response upon submitting the form response on completion. Smart Form Data Mapping 9. Formula-Based File Naming - Ability to use a formula, including the ability to reference other Smart Form Elements in the formula, to dynamically define the file name for uploaded. View the Files on the Salesforce Platform . Solution home Axsy Smart Forms Smart Form Data Mapping. Config Settings for Smart Form Images Print. Creating a New. Section Name. User signaturesAxsy Smart Forms Summer '22 Release The following is a list of new features and enhancements that are included as part of the Summer '22 release of Axsy Smart Forms. The fastest way to get you started with Axsy’s products is to arrange a session so that the Axsy team can install, configure and test Axsy’s products in your org and leave you with a working service that you can build on before you go live. To create new sections or edit existing sections, s elect the Edit button. Go to Transaction SE73. videos, PDFs, etc. being present in the target Org. Configure the Multiselect Picklist in the Designer . The Forms page opens with a blank form canvas. Figure 1, below illustrates these features: An embedded Sub-section is used that can be revealed or collapsed; Multiple columns are used, in this example 2 columns. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution and Axsy Smart Forms The following barcode formats are supported when scanning barcodes with the camera: UPC E CODE 39 CODE 39 MOD 43. Smart Forms allow you to add existing Sections that have already been created to other Forms. 2. Change the URL to: /services/apexrest/axsy_forms/form/<form-ID> <form-ID> is the. The JSON for a Form Version is static and is essentially a snapshot of the definition of a Smart Form that the Axsy Mobile App is able to retrieve and display without requirement the corresponding Elements, Sections, Picklists, etc. Publish your form online. To enable multiple Smart Forms to be accessed in a single Task, simply separate each Smart Form ID with a comma. There is no need to do the same for the Element's label as this is just what is. Please note that the conclusions in this document are purely based on my. The Data Actions that are available in the Mapping tab of a Loop Element depend on the Mapping Set that has been configured for the Smart Form. Modified on: Fri, 14 Jul, 2023 at 8:40 AM. Support definitions used elsewhere in this section are listed below. When viewing the Global tab of the Axsy Config Tool, selecting the Smart. In Axsy Smart Forms the File Upload Element supports upload of: Images; Documents; Videos; When these file types are are synchronised back to Salesforce they can be found inline with the Form Response as well as being listed in File section of the Form Response related list. The first instance of a validation evaluation is when a user edits an Element in the Axsy Mobile App. Click on System Bar Code option and Click on Change. Fantastic selection of add-ons. Config Settings for Mapped Value or Default Value Override. Providing resolutions to common problems for. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution Along with testing your Smart Forms on the Axsy Mobile App, it is also possible to run a preview of your Form in the web as a quick and efficient way to check that your Elements and formulas are displaying and working as intended. Jotform. Wed, 31 May, 2023 at 7:51 PM. 3. For Numeric Validation Rules, you will be able to add or amend the following: Text for message to be displayed if the validation rule is not met. For a change to a shared section to take effect in a specific form, that form needs to be published. Will display available mapping sets that have been set up for the current form. It is possible to set a default date value outside of this range in the Designer. Self Guided. . The Smart Form that is created in the Development may not have the same name in the Production server. Support Definitions Definitions. DATA: fm_name TYPE rs38l_fnam. NOTE: To support additional file types within Axsy Smart Forms, you must install Axsy Smart Forms Managed Package v1. Axsy provides support to your Level 1 Support team assisting You when You have an operational service using Axsy products. Axsy Solution License Required? AppExchange Listing; Axsy Smart Forms:Please see this article for more information on the Smart Form Designer and Elements: How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. 4. HMT - Boiler/Heater Maint. Modified on: Tue, 16 May, 2023 at 7:17 PM. Exporting Smart Forms. Give the Apex Action (Legacy) process flow values as follows: New in Axsy Summer &#39;23 is an option to store photos taken during a Smart Form survey with the device camera to the mobile device. How to Edit Elements - General. Config Setting to Disable Smart Form Share Summary. Double-click an Element to open up the Edit Properties window straight away. 1. 1. Salesforce Field Service powered by Axsy - Version Number 1. How to. How to use Smart Form Mapping – Create Mapping Set. ) based on the file types that are accessible on your device. to add a new or existing section. The unspecified Limit field causes every Smart Form to be synchronised – this introduces a very small sync overhead but can safely be used as an unlimited query. Yes. The first step to do so is to create a custom record field on the object that is intended to run the Axsy Smart Forms. The purpose of this privacy notice and / or any updates to this privacy notice is to make you aware of the personal information that will be stored, controlled and processed by Axsy during your use of the Support Portal (the Portal). Axsy app version; NOTE: In order to add these to the Form Response Page Layout you will need to have the Smart Forms Managed Package 1. For more on how to edit an Element in the Designer, please see this article for more information: How to Edit Elements - GeneralIf multiple Axsy Smart Forms have been created in your Org, it is possible to deploy them via a single Flow rather than deploy each using their own dedicated Flow. g. . The first step to do so is to create a custom record field on the object that is intended to run the Axsy Smart Forms. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution The Axsy Smart Forms Designer UI and Form Response UI do not support Salesforce Classic. The supported icon types are as follows: Action; Info; Required; Warning; Configuring the Text Label Icon. How to Edit Elements - General. When a user selects to use an available Form Response as an answer template, the answers from the Form Response take. Next in the Config field for the Smart Form enter "allowRandomAccess":true to enable Random Smart Form navigation. Step 4 of 5 Zero-code adaptability . Modified on: Fri, 12 May, 2023 at 6:00 PM. Input can often be repetitive or unique, and so targeting a specific iteration means an easier way to access information to replicate it or capture it. For more information on Loop Elements and their functionality, please see this article. The Axsy Public Sector Mobile App is built on top of standard Salesforce objects with out-of-the-box support for Salesforce's own no. By default, the amount of photos a user can upload per Image Upload Element is limitless, however, a limit can be configured in the Image. For more information please see here: Time Zones. R. The Global tab for the Axsy Config Tool is where various global app settings are defined. In some cases, abuse can escalate to murder. You can also login with your UAE PASS or register as a customer or employee. Multiple Image Uploads. 53 or above in your Org. Smart Forms have a Share Summary capability available prior to Smart Form submission. 1. Solution home Axsy Smart Forms Smart Form Config Settings. Deploying Smart Forms with Salesforce Flow - Hardcoded Smart Form ID. You can enter a name and a description for the bar code. Modified on: Wed, 24 May, 2023 at 6:50 PM. File Upload and Signature Elements The file upload element allows the following file variants to be ca. When are Form Response Drafts Saved on Salesforce? When the user is online on the Axsy Mobile App and is filling out a form, the Form Response gets saved as a Draft whenever the user: Taps the Next button to proceed to the next screen of the Smart Form. Therefore, the 4MB JSON file limit should not be exceeded as your forms may not function within the Axsy Mobile Apps. Deploying Smart Forms 5. How to Create an Axsy Smart Form – Using the Axsy Smart Form Designer. When answering a Smart Form, it is possible for Users to be prompted to pre-fill the Smart Form with answers from a previous Form Response. Config Setting For Check Before Smart Form Submission Modified on: Fri, 14 Jul, 2023 at 8:40 AM. After successful implementation of the SAP Note. 2. Select Axsy Smart Forms, Next > Next > Save. When are Form Response Drafts Saved on Salesforce? When the user is online on the Axsy Mobile App and is filling out a form, the Form Response gets saved as a Draft whenever the user:. g. Note level 0️⃣ is the object used to launch to Smart Form, but no mapping, in this example is applied. json and is created outside of Salesforce on a workstation computer. All information in these documents on this portal. Deploying Smart Forms 5. NOTE: If the value provided for either ROW or COLUMN does not find a match in the table, the formula will return an. g. When answering a Smart Form, it is possible for Users to be prompted to pre-fill the Smart Form with answers from a previous Form Response. Select App Default and then the Assign as App Default Button beneath. The presentation of Axsy Smart Forms can be enhanced by making use of rich text formatting, revealing collapsable content on demand and making use of columns. Select the Edit button for the Section. Work Order Line Item), it is also possible to configure the same with a Related List that falls further down the Object Tree via Lookup Objects. Any changes made on Salesforce which affect the Smart Form will not be automatically updated within the Axsy Mobile Apps, meaning a re-login is required to prime any Smart Form. In this case it is 'Work Order'. Without this a user will be forced to. Axsy Smart Forms support the ability to add an icon to a Text Label Element so that, in the Axsy Mobile App, an icon will appear before the text. Axsy Smart Forms allows users to reference Elements from a specific Loop iteration by using indexes. Once you have created an Axsy Smart Form, you can make the Smart Form available in the Axsy Mobile App by setting up a Salesforce Flow. Navigate to the Validation tab of a Numeric Input Element. All the file records will be synced back to Salesforce when a data connection is available and viewable via the Related List of the Smart Form Response. Insert a graphic object and in ‘General Attributes’ table type ‘&G_NAME& in Name, ‘GRAPHICS’ in Object and ‘BMAP’ in ID properties. You will see below result on screen. How to Name Elements and Reference Elements. When are Form Response Drafts Saved on Salesforce? When the user is online on the Axsy Mobile App and is filling out a form, the Form Response gets saved as a Draft whenever the user: Taps the Next button to proceed to the next screen of the Smart Form. Once you have completed a Smart Form on the Axsy Mobile App, navigate to the Form Responses tab in the Axsy Smart Forms Web App on Salesforce and select the most recent record. Modified on: Tue, 30 May, 2023 at 7:24 PM. 1. Type of validation rule. If no published versions exist, then the Axsy Mobile App will sync the latest draft version of a Smart Form saved in the Designer. Navigate to Workbench on the web and login to the Salesforce Org you are exporting from in another browser window. Smart Form Config Settings 5. When completing a Smart Form in the Axsy Mobile App, users can view how far they are in a Form, along with Section Names, Subsection Names, and Loop iterations. axsy. 53 or above in your Org. In the absence of a. Tabs may differ for each Element type. How to Create an Axsy Smart Form Using the Axsy Smart Form Designer. Input can often be repetitive or unique, and so targeting a specific iteration means an easier way to access information to replicate it or capture it. It's possible to change this setting so that if mapping data from Salesforce exists (non-empty Salesforce Fields), it will override. Axsy products are offline first, which means after the initial sync with Salesforce an Axsy mobile app must have all of the data records it needs to work when the app is offline. You can check the size of your JSON files at any time by. Input can often be repetitive or unique, and so targeting a specific iteration means an easier way to access information to replicate it or capture it. The Tickets described in these release notes have been fixed by Axsy. ; When Elements contained in a Subsection Element are visible. . How to Name Elements and Reference Elements. Once you have created an Axsy Smart Form, you can make the Smart Form available in the Axsy Mobile App by setting up a Salesforce Flow. In the Forms section, the Layers list displays each layer in the map. Select the Form Preview Button in. Form Layout - Subsections A Subsection – or new screen – will occur in the Axsy Mobile App under the following circumstances: Before and after Loop Elements. People take the time to adjust settings on their smartphones, and the EHR should be no different. 2. If your Smart Form Sections have conditional visibility formula's the user may not be able to exit out of a Smart Form unless an unconditionally visible Section is available to navigate to. Tue, 19 Apr, 2022 at 4:50 PM. The Global tab for the Axsy Config Tool is where various global app settings are defined. 9. There are two main ways you can edit an element. , iPad 7th Gen, etc. Switch to Edit Mode. If your Smart Form Sections have conditional visibility formula's the user may not be able to exit out of a Smart Form unless an unconditionally visible Section is available to navigate to. Mobile Device Details. You'll get a list of supporting. 3. Edit the Form Response Object's Page Layout . For text validation rules, you will be able to add or amend the following: Text for message to be displayed if the validation rule is not met. Prior to v1. 1. . 2. Next in the Config field for the Smart Form enter "allowRandomAccess":true to enable Random Smart Form navigation. Scroll through the menu to see what point you have reached in the form. 2. Modified on: Fri, 2 Jun, 2023 at 7:59 PM. In this example, the custom field would be a lookup field to the Work Order Object as this is what is running the Form on the Axsy Field Service App. Although the SObject Id field is generic, you will know what Object is running the Smart Form and can. Smart Form Text Elements can support a larger capacity for text space. . Jump To Elements cannot have a target Element that is a Loop Element or an Element within the Loop. Navigate to the Forms Object. Yes. Wed, 25 Jan, 2023 at 3:56 PM. 0 mobile apps. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution To create an Axsy Smart Form, you use the Axsy Sm. After saving the change the Smart Form must also be published, to do so, double click on any Element in a Smart Form Section, do NOT make any changes to the Element, Save the Element, Save the Smart Form and then Publish the Smart Form. 2. Custom Lookup Fields and Custom Related Lists use the suffix. 2. Click Save . Image Naming for Photos, Documents, Videos and Signatures. The contents of the file lists the API names of the reference objects to be white listed the format below:. In the corresponding box to the right, search for and select Mobile Smart Form axsy_forms_FlowFormRunner as the Legacy Apex action. Disclaimer. Fri, 17 Feb, 2023 at 5:49 PM. 5. In the Details tab of your 'New Picklist', rename your picklist. 54). Login Sign up. Home Solutions. 8. As an example, if you have a validation formula for an Element ConfirmEmail: ProvideEmail == ConfirmEmail, it is only when you edit the 'ConfirmEmail' Element that the Form will check that the value matches the 'ProvideEmail' Element input. The rules are based on several parameters: sender data, channel, and form template. The white list file must be named: axsy_smart_forms_config. 2. T. New installations of Smart Forms v1. This. By default, when an Axsy Smart Form has been completed, any fields that have not been answered will not be displayed in the Form Response Viewer. To re-publish a Smart Form, follow the above steps again. To do so include axsy_forms__Form__c in your Sync Config Scope. Config Setting to Disable Smart Form Share Summary. Then click Done. This applies both to photos taken on the. In order to. . The Axsy Mobile App will always sync the latest published version of a Smart Form, if one exists. 4. It is located just under the Designer tab – the furthest button to the left. In order to speed up processes for users, Axsy Smart Forms allows users to use the camera to scan in a barcode so information can be automatically filled in for an Element's field. View Version History. Scroll down to the View tab. View the Files on the Salesforce Platform . Once you have created an Axsy Smart Form, you can make the Smart Form available in the Axsy Mobile App by setting up a Salesforce Flow. Smart Form. If multiple Axsy Smart Forms have been created in your Org, it is possible to deploy them via a single Flow rather than deploy each using their own dedicated Flow. If you run Smart Forms in a way that all forms will be run by the same Object Type,. The text box will be larger on the Axsy Mobile App form screen compared to the standard Text Element's size. ) based on the file types that are accessible on your device. As a Project Manager, for Data Centers my expertise lies in coordinating projects that fuel transformation, optimize operations and yield exceptional. With 18 years of commitment to the continuously evolving Telecom industry I have gained extensive experience as a professional who embraces the forefront of technology and innovation. . Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution. g. Axsy Smart Forms support the ability to add an icon to a Text Label Element so that, in the Axsy Mobile App, an icon will appear before the text. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. . Disclaimer. Self-Guided Resources: Customer Portal Online portal - exclusively setup for you and your systems integrator users for all your knowledge and support needs: . View a Form Response Record. Smart Forms are represented as JSON. g. . Support Barcode Formats. Confirming Form SubmissionThis help guide will show you how to create a Form using the Axsy Smart Form Designer. For persons with disabilities experiencing difficulties accessing content on a particular DFAS. The presentation of Axsy Smart Forms can be enhanced by making use of rich text formatting, revealing collapsable content on demand and making use of columns presentation. Find the Smart Form ID in the Salesforce Web UI by viewing the appropriate Smart Form record and then copying the ID that sits between axsy_forms__Form__C and /view; In the Comments field for the task, enter AXSY_FORM_LIST=<formid> with <formid> being the value found from step 2 above;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. No. The basis for generating a PDF document within the Axsy Mobile App is a fillable PDF form which acts as a template. . This means that a Section can be shared across Forms so that any changes made to the Section will be implemented across all of the Forms it exists in. Solution home Axsy Smart Forms Lookup Table Elements. Select the global Edit button and then select the Edit icon next to an element. Mobile device OS version(s). If the JSON files are too large they will fail to load or introduce errors when they are executed. Form Sections - Shared Sections. New. Select the last Element you want to include in the Loop in the Element to end loop field. This file gets created on Salesforce as a ContentDocument and linked to the form response record as a related file. Configuring Mapping Between Loops and Related Lists In addition to configuring mappings for the individual fields of the record running the Smart Form, you can also loop through information on items in the Related List of the running record. Example below: After saving the change the Smart Form must also be published, to do so, double click on any Element in a Smart Form Section, do NOT make any changes to the. abccompany. Axsy Smart Forms support the following file types in the Axsy Mobile App: Image Upload Element Attach a Photo Taken From the Device's Camera Ro. 30% of net Axsy licence fees. 2. Is the issue a pre-production or production (live. Navigate to the Manage Picklists button. Once a form has been published it becomes read-only, meaning that any changes saved to the Smart Form in the Designer are considered to be in a draft state and will not be synced to the Axsy Mobile App until the Smart Form is re-published. attributes for mechanical hard drives (HDD), solid-state drives (SSD), and Non-Volatile Memory Express (NVMe) drives. Axsy Smart Forms supports the ability to upload multiple photos to a single Image Upload Element. In order to move Smart Forms across different Orgs, you need to Export and Import the Form as JSON. The process to setup the. Smart Forms are represented as JSON. The following Smart Forms have been migrated by Axsy from V1 to V2 format and are available in the FFABIT org as draft format Forms and the FFATEST org as version format Forms. Using estimated annual revenue, competitor analysis, “number of employees” growth, funding news, sales & financials, valuation increases and other growth triggers, we have created the list below. Deploying Smart Forms 5. 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 To create an Axsy Smart Form, you use the Axsy Smart Form Designer, which is a “what you see if what you get (WYSIWYG)” design tool built on Salesforce. Specify the record type by selecting an object for the Record type field. . Making use of Smart PDFs involves the following three steps:. Navigate to the Repeating tab and select the Repeating? toggle to activate it. This screen is not explicitly included in the Designer, but is included in all Smart Forms on the Axsy Mobile App. Then you need to import the Smart Form into the target Org. . “Domestic violence is endemic,” says. Sections that have conditional visibility formulas may be skipped if they are not visible and jump to's may be used to go to a. The file upload element allows the following file variants to be captured: Images; Documents; Videos; Additionally the signature element allows capture of: 4. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution When completing a Smart Form in the Axsy Mobile A. 2. Without this a user will be forced to. If multiple Axsy Smart Forms have been created in your Org, it is possible to deploy them via a single Flow rather than deploy each using their own dedicated Flow. How to Edit Elements - General. Home Solutions. Formula-Based File N. 10. What's New This Release Pre-fill Forms With a Previous Form Response - Allow a Smart Form to be pre-filled with the answers from a previous Form Response that is pre-associated to the record from which the Smart. Search the services search tool to find more information. Figure 3 shows where levels 1️⃣ and 2️⃣ in the Smart Form correspond to the Salesforce object tree. 6. Here, we are displaying invoice details of customer number 3 in the form of smartform pdf. Before the information in a Smart Form is sent back to Salesforce as a completed Form, a screen at the end of the Form is displayed to the user to confirm this in the Axsy Mobile App. The presentation of Axsy Smart Forms can be enhanced by making use of rich text formatting, revealing collapsable content on demand and making use of columns presentation. The Date Picker in the Axsy Mobile App allows users to select a date that falls within 100 years previously to the current date and 10 years after the current date. Configure the web form. B. For more information on Salesforce Triggers, please see this Salesforce guide: Salesforce: Apex Developer Guide For more information on Salesforce Processes, please see this Salesforce Trailhead: Automate Simple Business Processes with Process Builder For more information on Form Response Statuses, please see this article for a breakdown of the. 2. Smart Form. Axsy Smart Forms Winter '23 Release The following is a list of new features and enhancements that are included as part of the Winter '23 release of Axsy Smart Forms. Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution After users have completed their Smart Form, there is an opportunity to review answers and make any changes before submitting it as a Form. Draft Format. Then click Done. With Axsy Smart Forms, you can map specific elements in a Smart Form with fields belonging to the source Object record running the Smart Form as well as to fields belonging to Object records that are linked to the source record via a lookup relat. When viewing the Global tab of the Axsy Config Tool, selecting the Smart Forms option from the side menu presents settings related to how certain Smart Form features operate. Type out the Label of the Object running the Smart Form. Gravity Forms pros: Design and develop more custom forms. Overview - Importing and Exporting Forms Print. Select GET as the HTTP request. 7. When are Form Response Drafts Saved on Salesforce? When the user is online on the Axsy Mobile App and is filling out a form, the Form Response gets saved as a Draft whenever the user: Taps the Next button to proceed to the next screen of the Smart Form.