It is possible for a mobile user to hand off unfinished Smart Forms from a running record to a different user. Both users need to be online to perform the hand-off.
Although both mobile users must be online, they don't need to be online simultaneously.
As Salesforce is Axsy's system of record, information collected on one mobile device must pass through the Salesforce platform to reach a user on a different mobile device.
Key Steps in the Smart Form Hand-Off Process
- Mobile User 1 triggers the Smart Form flow, for example on a Visit or AssessmentTask record, and completes the chosen fields.
- Mobile User 1 saves their incomplete Smart Form and the Form Response is upserted to Salesforce.
- Upon upsert, custom logic can trigger the update of the corresponding records.
- Each Form Response is automatically linked to the running record (e.g Visit/AssessmentTask, as in Step 1). If the Smart Form is incomplete, the Form Response is saved as 'Draft'.
- When Mobile User 2 triggers the Smart Form flow from:
- The same record: they can complete outstanding fields on the form, while the answers from Mobile User 1 are already pre-filled, if the ownership of the Form Response is transferred to them.
- A different running record (e.g a different Visit/AssessmentTask): the answers can be pre-filled using Axsy's pre-fill form functionality, and edited by the user as required.
- Mobile User 2 submits the form and the Form Response is upserted to Salesforce.
When saving the incomplete Smart Form offline, the Form Response enters the mobile app's offline pending queue. Once online, all changes are synced with Salesforce automatically.
Figure 1 - Smart Form Hand-Off Process Timeline