Axsy Config Portal

Overview 0

Overview 3

• What is the Axsy Sync Config?
• How to Access Sync Config Settings
• Axsy Config Help Messages

Record Sets 6

• What are Record Sets?
• Create a Record Set
• Configure Query Parameters
• Configure Query Details
• Configure the Related Object Tree

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Retail Execution Default Record Sets 1

• Visit Record Set Best Practices

General Sync Settings 2

• Configure Files for Offline Sync
• How is File Sync Handled?

Overview 1

• How to Access Axsy Global Config Settings

Validation Rules 1

• Blacklist Objects Being Included in Validation Rules

Images 1

• Configure Image Settings

Retail Execution Visits 2

• Configure Visit Display Fields
• Configure In-App Visit Creation Delay

Actions 0

Calendar 0

Component Tasks 0

General 0

Overview 1

• How to Access Axsy Plugin Config Settings

Object List Plugin 2

• Configure the Object List Plugin
• Object List View Limitations

Retail Execution Dashboards 1

• Configure Dashboards

Full Screen Calendar 1

• Configure the Full Screen Calendar

Migrating Plugins 1

• Manually Migrating Plugins from One Org to Another

Updating Plugins 1

• How to Update a Plugin

Publishing Steps 2

• Create a Scope
• Publish Your Changes

Exporting and Importing Axsy Config Settings 1

• Import an Axsy Config Settings Version into Another Org

Metadata Generation 1

• Metadata Generation Setting

Overview 1

• Admin Console for App Events

Upcoming Release Notes 6

• Axsy Config Tool Winter '23 Release
• Filtering of Related List Records
• Configuration to Remove Main Menu Items
• Deploy Draft Config Settings to Specific Users
• Definition of Config Scopes Based on Differences from Org Default

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Previous Release Notes 1

• Axsy Config UI Summer '22 Release

Privacy Notice 1

• Support Portal Privacy Notice

Cookie Notice 1

• Support Portal Cookie Notice