Version Form View Manual Configuration


Since v1.34 of Smart Forms, Axsy uses Lighting Web Components (LWC) to render the Designer Form View. Prior to v1.34 Aura Components were used. New installations of Smart Forms v1.34 and later use LWC and upgrades from versions lower than v1.34 should also be switched from Aura to LWC.


These instructions apply if a Smart Forms upgrade has not updated the Form View from Aura to LWC.


Confirming you need to switch from Aura to LWC

  1. Using the Smart Form Designer, navigate to a Smart Form that has a version

  2. Click on a version

  3. If the Designer view shows an empty Form View without the Sections side bar or the Section Elements (see Figure 1) then it is very likely the Form Viewer is using Aura


Figure 1 – Empty Form View

  1. To verify the Aura component is in place, select the Setup gear icon, then Edit Page

  2. Click anywhere in the white space of the Form View (see Figure 2)

  3. If the page shows “FormEditor” this is the Aura component (see Figure 2)

Figure 2 – Aura FormEditor


Manually replacing the Aura FormEditor with the LWC Axsy Form Designer


  1. Delete the Form View using the trash can shown in Figure 3.



Figure 3 – Deleting the Form View


  1. Drag a Tab component from the side-bar into the middle pane, see Figure 4. This will add two Tabs that we can now use.


Figure 4 – Adding a Tab Component


  1. As shown in Figure 5, edit the Details tab so that the Tab Label is set to “Custom” and the Custom Label is set to “Form View”


Figure 5 – Setting the Details Tab Field


  1. Locate and drag the Axsy Form Designer from the Custom Managed components into the Form View tab, as shown in Figure 6


Figure 6 – Locate the Axsy Form Designer and
Drag it into the Form View Tab


5.    In the Record Type, select “FormVersion”



Figure 7 – Update Record Type to FormVersion


6.    Next delete the Related tab (it is not needed), see Figure 8 for reference.


Figure 8 – Remove the Related Tab


7. You should now be able to see a preview of the Designer Form View with the version Sections and Section Elements present.



Figure 9 – Preview of New Page Layout


5.    Save the page layout (top right)

6.    Click Activation…

7.    Click on Assign as App Default


Figure 7 – Activation


8.    Select the Axsy Smart Forms check box


Figure 8 – Axsy Smart Forms


9.    Click Next, Next, Save your changes.


Figure 9 – Saving Changes


You have now changed the Designer to use the LWC view and you will see your Smart Form Sections and Elements in all your Smart Forms with versions.