Axsy Smart Forms can be deployed to users on both the Axsy Mobile app and the Salesforce Web UI. Both environments share the same Smart Forms object model, so there's no need to duplicate Forms - the same Form can be run both on mobile and web. 


Running Smart Forms on the web requires a different configuration than running Smart Forms on the Axsy Mobile app. This article describes the required steps.



Launching Smart Forms For a Web User

In order to launch a Smart Form for a user running on the web, you must add a dedicated screen element. On this screen, add the Smart Form custom screen component. You should not add any other components to this screen. This component will only work correctly when the Flow runs on a web browser.


The component has three fields - all should be filled in:

  1. API Name - a unique API name for the component
  2. Record ID - the ID of a record the Flow is launched on.
  3. Smart Form Id - the ID of a Smart Form you want to launch. This can be either hardcoded or queried with a 'Get Record' Flow element querying a specific Form ID.


Note: If the Flow launching a Smart Form is launched via Assessment Task, you should pass the visitId variable (instead of recordId) to the Record ID field. Otherwise, you can pass either the recordId, or visitId variable (if applicable). In all cases, ensure the variable is marked as 'Available for input'.


Figure 1 - Smart Form Custom Screen Component



Making the Footer Invisible

The Smart Form screen component contains all of the navigation necessary to complete the Smart Form, and navigate to any subsequent screens. By default, the screen element footer will be visible, which will duplicate navigation buttons such as 'Next'. 


To avoid this duplication, you should make the footer invisible for all screens that contain the Smart Form component.


Figure 2 - Screen Footer Invisible



Launching Smart Form For an Axsy Mobile User

To launch a Smart Form on the Axsy Mobile app, you should use the Axsy Launch Smart Form Apex action.


For more information on launching Smart Forms on the Axsy Mobile app, see the following article: Deploying Smart Forms with Salesforce Flow - Variable Smart Form ID.



Figure 3 - Launch Form Apex Action


Using the Same Flow on Mobile and Web

Although launching Smart Forms on the web requires slightly different configuration, you can still use the same Flow for the Axsy Mobile app, and Salesforce Web UI. 


To achieve this, you can add the Axsy Mobile Check element before launching the Smart Form, combined with a decision element. This ensures that the correct configuration runs for both web users, and mobile users. The Axsy Mobile Check returns 'True' if the user is currently on the Axsy Mobile app, and 'False' if the user is using Salesforce on a web browser. See Figures 4 & 5 for more details on how to configure the Flow.


For more information on the Axsy Mobile Check element, see the following article: Mobile Check Element in Flow.


Figure 4 - Screen Flow with two branches



Figure 5 - Decision element based on Axsy Mobile Check


Final Steps

Once the Flow has been configured, save and activate it. Then, either:


When running the Smart Form on the web browser, the Form Response is saved every time the user chooses 'Next' or 'Back' button. The user can leave the window and continue the same draft Form Response in the future.


Figure 6 - Smart Form launched on a web browser