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

The Axsy Config Tool provides a way to whitelist specific users who, instead of receiving the latest published App Config Version, will instead receive the latest draft version. This allows for easier deployment of configuration changes to users who are performing development or testing.



IMPORTANT: For a user to be able to make use of draft config versions, they must have access to the Salesforce Tooling API, via the "View Setup & Configuration" permission in Salesforce, as well as access to axsy_mobile.GetSessionIdVF Visualforce Page.


Checking Access to Salesforce Tooling API

  1. Determine target users Profile e.g, System Administrator from Setup ➞ Users ➞ Profile
  2. Navigate to Setup, click the relevant Profile from the list of User Profiles
  3. From System  ➞  System Permissions locate the View Setup and Configuration permission and ensure it is checked.

Figure 1 – View Setup and Configuration Permission (Tooling API access)


Checking Access to GetSessionIdVF Visualforce Page.

For a user to be able to access a draft version of the config, they must have access to a GetSessionIdVF Visualforce Page. If a user does not have this access already, you should create a new Permission Set and assign it to the user.

  1. Navigate to Setup ➞ Users ➞ Permission Sets and click New.
  2. Choose an appropriate label for the set and click Save.
  3. On the Permission Set's settings page, scroll down to the Apps section and navigate to Visualforce Page Access.
  4. Click Edit and add axsy_mobile.GetSessionIdVF to Enabled Visualforce Pages, followed by clicking Save.
  5. After creating the set, assign it to all users who need access to draft config versions. 


Adding Users to Draft Config Version Whitelist

To add a user to the whitelist of users who will receive draft config versions:

  1. In the Axsy Config Tool, select the cog button at the top of the tool
  2. In the pop-up that is then displayed, search and add users to the Users of Draft Config Versions list


Figure 2 – The cog button at the top of the Axsy Config Tool will open the pop-up for adding users



Figure 3 – From the pop-up, users can be search and added to the whitelist