For more information on Smart Forms, please see the Smart Forms Knowledge Base: Axsy Smart Forms 


For more information on Salesforce's Task Object and how to create records for it, please see this Salesforce Page: Tasks


Create a New Task

 

1. Create a new Action Plan Template and then add a new Task for your your Smart Form(s). For more information on how to create an Action Plan Template for a Visit, please see this article: Create an Action Plan Template for a Visit



2. Find the Smart Form ID in the Salesforce Web View by selecting the Smart Form and then copying the ID that sits between axsy_forms__Form__C and /view



3. Fill in the mandatory fields and in the Comments field enter AXSY_FORM_LIST=smartformid



Associate Multiple Smart Forms with a Single Task


To enable multiple Smart Forms to be accessed in a single Task, simply separate each Smart Form reference with a comma. 


To reference two Smart Forms for a Task, the Comments field value would look something like 'AXSY_FORM_LIST= a1O1x000003qElfEAE, AXSY_FORM_LIST= a1O1x000003qEjKEAU'.