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

In addition to mapping Form Response answers directly to specific Salesforce fields, it is also possible to link the entire Form Response record to the Object running the Smart Form. 

What is the Object Id Field

Each Form Response record has a generic field that links it to the Object record that ran it. The field is named SObject Id and it holds the Salesforce ID of the running record. This is meant to be a generic field since a Smart Form can be run by any Object Type. 

Relate a Smart Form Response to its Running Record

Create a Custom Field

If you run Smart Forms in a way such that all Forms will be run by the same object type, you can create a custom lookup field on the Form Response object that directly relates a Form Response record to the record that ran the Form.

Create an On-Platform Process to find the Record Running the Form 

In this example, Work Orders are the object that are meant to run a Smart Form, and so a custom lookup field has been created on the Form Response object to look up a Work Order record. 

Although the SObject Id field is generic, as it is known that the Id will belong to a Work Order, it is possible to configure an on-platform process, such as a Flow, that looks up the Work Order record from the SObject Id field and sets the value of the Work Order lookup field. 

Viewing Form Responses from a Related List

With the Work Order lookup field populated for all Form Responses, it is now possible to have Form Responses visible on a Work Order Record as a Related List by modifying the Page Layout of the Work Order object.