Create a Record Set

Modified on Thu, 13 Feb at 5:07 PM


Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution


Pre-Defined Record Sets

The Axsy Mobile App comes with a default set of pre-defined Record Sets. These pre-defined Record Sets are mandatory - as they are necessary for the proper functioning of the Axsy Mobile App - and cannot be removed from the Record Set list. Additional Record Sets can then be added to the list to expand the sync scope beyond the pre-defined Record Set list.



Creating a Record Set

To create a new Record Set for an object, select the New button on the side menu next to the Record Sets header. 




Select the SObject for the Record Set and enter a Name. Save your changes.


Note: Custom Metadata and Custom Setting SObjects can also be included as a new Record Set.

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