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

After users have completed their Smart Form, there is an opportunity to review answers and make any changes before submitting it as a Form Response to Salesforce. Users can also share/save their Smart Form Response to other apps on their device.

View the Summary

Once the Smart Form has been filled out, select Show Summary.

While viewing the summary, select an arrow to go back to a particular element in a section and make changes, or select the exit button to continue with submitting the form. 

Share or Print the Smart Form Summary

Select Share Summary to share the Form Response – e.g. with other device apps, as an email, to print, to save to your device, etc. – before submitting it to Salesforce.

When shared, the summary is converted into a PDF file and the name of the file will follow the format: YYYYMMDDHHMMSS-<SmartFormName>_summary

Expanding Image Thumbnails

Smart Form Summaries include thumbnails of images, tapping on the image expands the image.