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


How to Map Flow Variables into and out of a Smart Form


The Flow Variable Prefix)

The Axsy App Console contains a setting for the Flow Variable Prefix. In the example shown in Figure 1 below for Axsy Field Service the Global setting for the Prefix is flowPlugin_ (the same prefix is used for all Axsy products.


Figure 1 – Flow Variable Prefix


Smart Form Flow Mapping Tab

In the Axsy Smart Form designer opening up the configuration tab for any of the following element types:

  1. Numeric Input
  2. Yes / No
  3. Date Input
  4. Text Input
  5. Picklist
  6. Record Lookup


will reveal the Flow Mapping tab, see Figure 2 below.


Figure 2 – Smart Form Flow Mapping Tab


The Smart Form Flow Mapping tab is used to configure receiving and sending Flow variables information into and out of a Smart Form from a Flow.


Flow Input Variables

Configuring a Flow Screen to Send Flow Input Variables Into a Smart Form

In the example shown in Figure 3 below, Flow input variables are collected from a Flow Screen component where the API Name of the Number type Flow element makes use of the flowPlugin_ prefix. 


Figure 3 – Flow Input Variable API Configuration


Configuring an Axsy Smart Form to Receive Flow Input Variables

With reference to Figure 2 presented earlier, the Smart Form that will run after the Flow Screen has the same API name  and this will be used to receive input from the Flow into the Smart Form.


Working With Other Flow Components For Input Into a Smart Form

In the example shown above Flow variables are taken directly from a Screen component. If Flow variables are to be input into a Smart Form outside of Screen component, then Flow variable resources must be created as suitable containers for content being supplied into the Smart Form. See the following section for further details.

Flow Output Variables

Configuring a Smart Form to Receive Flow Output Variables

With reference to Figure 4 below, a Picklist element is configured in the Flow Mapping tab to output a Flow output variable by making using the flowPlugin_ prefix.

Figure 4 – Configuring A Smart Form Picklist To Output Content to a Flow Variable


Creating Flow Variable Resources Ready to Receive Flow Output Variables

Flow output variables require Flow variables resources to be setup which have API names that match the API variables configured in the Smart Form. See Figure 5 below, note that the API Name uses the flowPlugin_ prefix.

Figure 5 – Creating A Flow Variable as a New Resource


Flow variables must be setup for all of the Flow output variables that will be output form the Smart Form.


Using a Flow Screen to Receive Flow Output Variables From a Smart Form

In the example shown in Figure 6, a Flow Screen is being configured and the Default Value is used with the Flow variable resource setup earlier – see Figure 5 for reference. 


Figure 6 – Configuring a Flow Screen to Receive Smart Form Flow Output Variables


Working With Other Flow Components For Output From a Smart Form

In the example shown above Flow variables are received from a Smart Form into a Flow Screen component. Other Flow components can be utilised, for example Create Records or Update Records making use of the Flow variable resources used to receive Smart Form Flow variables.