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Axsy Smart Forms

Guided field service and guided field sales

Overview

  • Easily design large complex forms with a drag-and-drop tool.

  • Create surveys with dynamic logic and diverging paths that help guide the user.

  • Increased productivity with a mobile experience designed for less screens and less clicks.

Axsy Smart Forms is a feature included with any of Axsy's offline-first, cross-platform, mobile apps powered by Salesforce, such as the Axsy Field Service Lightning app and the Axsy Retail Execution app. (NOTE: Axsy Field Service Lighting and Retail Execution apps require paid licenses.) It includes an easy-to-use, Salesforce-native interface for the back office to design forms. Mobile users answer forms using one of Axsy's Mobile Apps and an experience designed for ease-of-use and efficiency through less screens and less clicks when answering long, complex surveys. - Drag-and-drop form editing via the Salesforce-native Smart Forms Designer - Multiple question types: checkbox, text, number, picklists, date entry, photo capture and signature capture - Include conditions, branching logic, loops and validation rules to help intelligently guide users - Ability for mobile users to save their progress and continue forms at a later time - Responses are saved back to Salesforce where they can be reviewed and mapped to other Salesforce objects for further analysis and reporting - Designed to scale exceptionally well, even with forms that have hundreds or thousands of elements

Categories

Business Needs
Field Service
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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