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

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. This article describes how to do so with a Salesforce Flow containing a single element that references the specific Smart Form ID set by Salesforce.

Configure the Flow on the Salesforce Platform

  1. From the URL of the Smart Form, capture the Salesforce Form ID. This is located before the /view portion of the URL. Don't include any forward slashes.

  2. From Salesforce Setup, use the Quick Find search and type in "Flows".
  3. Under Process Automation, select Flows. For a new Smart Form, select New Flow.

  4. From the Menu options, select Screen Flow and then Create.

  5. Add a new Action Element to the Flow.

  6. Using the search box, type in "Axsy" and select the Launch Smart Form action.

  7. Toggle the FormId parameter to "Included" and then set it to the value captured in Step 1 above.

  8. Save your changes and Activate the Flow.

Now that you have successfully configured and activated your Salesforce Flow, you can now deploy it the Axsy Mobile App using a Quick Action or a Flow Assessment Task.