The Axsy Mobile App supports multiple solutions that make it easy and efficient for users to complete their key business processes in the field, with Axsy Smart Forms and Salesforce Flow being two of the most powerful options. The following table summarizes some of the key differences between Axsy Smart Forms and Salesforce Flow:
Axsy Smart Forms | Salesforce Flow |
---|---|
Excels at dynamic processes that potentially involve a lot of end user data input. | Excels at dynamic processes that involve of a lot data manipulation. |
The WYSIWYG Smart Form Designer helps with the management of forms that have a large number of questions with branching logic. | The "flowchart-like" Flow Designer is optimized for processes that are streamlined or with only a limited number of branch points and loops. |
Allows the ability to save a form to resume at a later time and the ability to answer questions non-sequentially, facilitating the completion of forms across multiple sessions. | Designed to be run from start to finish without interruption or pause. |
Limited data manipulation with create and update operations. | Full query, create, update and delete operations. |
Data actions limited to the running record or related records. | Data actions on any query-able records without the need for them to be related to the record that launched the Flow. |
Completed forms are stored as a single Form Response record, allowing back office users to review the entirety of a completed form and its answers and allows the ability to post-process the Form Response on the Salesforce Platform. | No full summary created automatically when a Flow is completed unless explicitly built into the Flow itself. |
Please see the following additional Knowledge Articles for more information on Axsy Smart Forms and Mobile Flow:
Using Axsy Smart Forms and Salesforce Flow Together
Flows and Smart Forms do not need to be used independently. An organization can use them in conjunction, choosing the best tool for each process to be implemented. In fact, the most typical way to launch an Axsy Smart Form is via a Flow. The screenshot below shows a basic example in the Flow Designer of a Flow created to launch a Smart Form:
Because Flows are used to launch Smart Forms, it is possible to add Flow components prior to launching the Smart Form. These components, for example, could dynamically determine which Smart Form needs to be run based on the work being done. Additionally, Flows can be used to string together multiple Smart Forms in sequence to build larger processes based off of multiple Smart Forms.
The interaction between Flows and Smart Forms also includes the ability to pass Flow variables into and out of a Smart Form. This allows a value from a Flow - for example, one inputted by a user or queried from a record - to be passed into a Smart Form to be used as a pre-filled default answer. Or, as an example for the opposite direction, a value inputted by a user in Smart Form can be passed back into the Flow to then be used to update a record via the Flow.
Please see the following additional Knowledge Articles for more information on how Salesforce Flows and Axsy Smart Forms are able to interact:
- Deploying Smart Forms with Salesforce Flow - Hardcoded Smart Form ID
- Deploying Smart Forms with Salesforce Flow - Custom Record Field
- Deploying Smart Forms with Salesforce Flow - Variable Smart Form ID
- Flow Mappings