Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution

Smart Forms allow you to add existing Sections that have already been created to other Forms. 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.

Adding an Existing Section to a Form

  1. In the Designer, select + Add Section and then select the Existing Section radio button.
  2. Search the drop-down list for the section you want to add.
  3. Select where in your form you want the existing section to be placed. (You can always change a section's placement after).
  4. Click Add.
  5. Click Save.

Now that the existing section has been added to another Form and saved, a blue badge should appear next to the existing section. Hover over the badge to see which other Form(s) the section is in. The number on the badge displays how many other forms the section appears in.

You can make changes to the Section in any Form. You will be alerted that these changes will affect the other Forms that the Section appears in when you Save your changes.

NOTE: For a change to a shared Section to take effect in a specific Form, that Form needs to be Published. For more on this, please see: Smart Forms - Versioning. If some/all the Forms are already published, re-publish them to update the changes to the Section.