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Knowledge base
Current Axsy Versions
Axsy Versions
1
Axsy Managed Packages and Mobile Apps
Releases
Upcoming Release Notes
1
Axsy Summer '24
Previous Release Notes
2
Smart Forms Summer '23 New Features
Axsy Summer '23 Deployment Strategy
Getting Started with the Axsy Mobile App
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
Using the Axsy Mobile App
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
Salesforce Customisations
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
Axsy Customisations
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
Axsy Mobile Web App
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
Axsy Config Tool
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
8
What Are Record Sets
Create a Record Set
Configure Query Parameters
Configure Query Details
Distance-Based Query Filters
View all 8
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
1
Version Error Message Blocks Config Publication
Utilities
1
Settings and Utilities
FAQ's
1
Does Axsy Support use of the Person Account Object?
Axsy for Field Service
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?
Axsy for Public Sector
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
Axsy for Retail Execution
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
Axsy Smart Forms
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
Axsy Scheduler
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
Axsy Smart Vision
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
Mobile Device Reference Information
Supported Devices & Operating Systems
1
Axsy Mobile App Device Requirements
Benchmark Information
1
Sync Benchmark Information
FAQ & Best Practices
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
Support & Troubleshooting
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
Additional Help & Other Resources
Need More Help
2
Salesforce Developer Documentation
Salesforce Trailhead
Other Resource Links
2
Salesforce Website
Axsy Website
Privacy Notice, Cookie Notice, EULA & Data Consent Statement
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
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