Axsy Knowledge

Axsy Versions 1

• Axsy Managed Packages and Mobile Apps

Upcoming Release Notes 1

• Axsy Summer '24

Previous Release Notes 2

• Smart Forms Summer '23 New Features
• Axsy Summer '23 Deployment Strategy

Solution Overview 5

• Utilising Standard Salesforce Objects
• Offline-First User Experience
• React Native
• Axsy Security Posture
• Axsy Smart Vision Object Detection Security Architecture

Downloading the Axsy Mobile App 1

• Where to Download the Axsy Mobile App

Org Setup 10

• Org Setup for Axsy Mobile for Salesforce
• Org Setup for Axsy Field Service
• Org Setup for Axsy Public Sector
• Org Setup for Axsy Retail Execution
• Assign Permission Sets

View all 10

Logging In 4

• Logging In to the Mobile App
• Saving a Custom Domain for Logging In
• Single Sign-On and Multi-Factor Authentication
• Logging Out of the Mobile App

Offline Sync 5

• Initial Sync After Logging In
• Flexible Synchronisation
• How the Axsy Mobile App Handle Sync Conflicts
• App Synchronisation in Foreground and Background
• How Sync works with Salesforce Data Permissions

General Navigation and Use 13

• Navigating the Mobile App
• Working Offline
• Delta Sync: Refreshing Data Via "Pull-to-Refresh"
• Delta Sync: Refreshing Data Using the "Sync Now" Button
• Sync Activity Icon

View all 13

Calendar View 3

• Calendar View
• Configurable Fields for the Calendar
• Task List for Events

Mapping, Routing and Navigation 5

• Navigation and Directions
• In-App Route Optimisation
• API Credentials for Route Optimisation
• Map Layers
• Scheduling Optimisation via Salesforce Maps

Internationalisation & Localisation 1

• Internationalisation and Localisation

FAQ's 3

• Using The Axsy Mobile App to Support Two Different Salesforce Clouds in a Single Salesforce Org
• Loss of On-Screen Information When Using Windows Dark Mode
• Send Mobile Push Notifications from Apex

Page Layouts and Actions 2

• Page Layouts
• Quick Actions

Flow 10

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

View all 10

Dynamic Assessments via Omniscripts 0

Validation Rules and Formulas 3

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

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

View all 9

Axsy Smart PDFs 1

• Axsy Smart PDFs

Dashboard Tab 1

• Axsy Dashboard Tab

Events Tab 2

• Axsy Events Tab
• Scheduled Events Deletion

Map Tab 1

• Axsy Map Tab

App Sessions Tab 1

• Axsy App Sessions Tab

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

View all 15

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

View all 9

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 1

• Settings and Utilities

FAQ's 2

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

Work Orders and Service Appointments 2

• Accessing the Appointment Schedule for Field Service
• Field Service Reports

Field Service FAQ 2

• What Events Trigger Push Notifications in the Mobile App for Field Service?
• What to Do if Push Notifications Stopped after a Managed Package Upgrade?

Visits and Visit Tasks for Public Sector 9

• Accessing the Visit Schedule for Public Sector
• Public Sector Visit Map Location
• Configurable Fields for the Visit List for Public Sector
• Create a Public Sector Action Plan Template
• Create a Visit with a Public Sector Action Plan

View all 9

Public Sector FAQ 1

• What Events Trigger Push Notifications in the Mobile App for Public Sector?

FedRAMP Information 1

• Federal Risk and Authorization Management Program

Visits and Visit Tasks for Retail Execution 13

• Accessing the Visit Schedule for Retail Execution
• Configurable Fields for the Visit List for Retail Execution
• Creating Visits and Visit Assessment Tasks for Retail Execution
• Retail Execution Visit Map Location
• Geo-Tagging on Visit Start and End

View all 13

Axsy Enhanced Inventory and Promotion Check 12

• Enhanced Inventory Check
• Enhanced Promotion Check
• Apply the Same Value to Multiple KPIs
• Inventory Check Photos
• Promotion Check Photos

View all 12

Axsy Smart Indicators 3

• Picklist KPIs
• Calculated KPIs
• Optional Assessment Indicator Definitions

Retail Execution FAQ 7

• What Events Trigger Push Notifications in the Mobile App for Retail Execution?
• When Does the "Pre-Population" Message for RVKPIs Display?
• How Do I Pre-Populate the Most Recent Non-Blank Value for a RVKPI?
• Skip Incomplete Visits During KPI Pre-Population
• Apart From Planogram Check Can You Still Take Photos and Upload Them Offline?

View all 7

Retail Execution Best Practices 2

• Optimising Sync of Large Data Volumes
• Capturing Inventory Check KPIs for New Store Products

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 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

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

Deploying Axsy Scheduler 3

• Axsy Scheduler Managed Packages and Permissions
• Axsy Scheduler Object Model
• Axsy Scheduler Custom Settings

Using Axsy Scheduler 7

• Axsy Scheduler User Interface Overview
• Assigning Visits to a Resource
• Managing Scheduler Tags
• Managing Resource Availability
• Adding Non-User Resources

View all 7

Device and OS Requirements 1

• Device and OS Requirements for Axsy Smart Vision

Axsy Smart Vision 3D 1

• Axsy Smart Vision Room Scan with Smart Forms

Supported Devices & Operating Systems 1

• Axsy Mobile App Device Requirements

Benchmark Information 1

• Sync Benchmark Information

Best Practices 4

• Environments for User Acceptance Testing or Pre-Production Testing
• Things to Consider When Doing an Org Refresh
• Go-Live or Production Readiness Checklist
• Considerations when Creating Sandbox Environments

FAQ 21

• How Is My Data Processed?
• Is the Axsy Mobile App Database Encrypted?
• How Long Does the App Database Persist?
• What Barcode Formats are Supported for Scanning?
• Can I Log Out of the App if There Are Items in the Pending Uploads Queue?

View all 21

Troubleshooting 2

• Troubleshooting
• Axsy Managed Package Update Fails with "The post install script failed"

Support Plan Details 8

• Axsy Support Plans
• Self-Guided Resources
• Axsy Technical Support
• Axsy Implementation Support
• Support Response Times

View all 8

Need More Help 2

• Salesforce Developer Documentation
• Salesforce Trailhead

Other Resource Links 2

• Salesforce Website
• Axsy Website

Privacy Notice 1

• Support Portal Privacy Notice

Cookie Notice 1

• Support Portal Cookie Notice

End User License Agreement 1

• End User License Agreement

Data Consent Statement 1

• Data Consent Statement