FX Forms

Prerequisites

To use FX Forms, you need the following licenses:
- FieldFX Base Package
- FieldFX E-Ticketing
To use FX Forms, you must:
- Set up the FX E-Ticketing module
- Set up FX Forms
To use FX Forms, you need:
- FX E-Ticketing minimum permissions

Basics

FX Forms are interactive forms.
You can complete FX Forms to record details about a job or ticket.

Figure 1. An FX Form that records the results of a job safety analysis (JSA)
There are two types of FX Form:
- Basic FX Forms
- Child FX Forms

Basic FX Forms

Basic FX Forms record details about a job or ticket.

For example, results of a Job Safety Analysis (JSA) or details for an equipment transfer.
Basic FX Forms have a master-detail relationship with the Job or Ticket object:
- If an FX Form has a master-detail relationship with the Job object, you can add the FX Form to jobs.
- If an FX Form has a master-detail relationship with the Ticket object, you can add the FX Form to tickets.

Child FX Forms

Child FX Forms record information related to another FX Form.

Example 1. Using a form for wireline loggin tickets

If an FX Form records details for wireline logging tickets, add a child FX Form to record the measurements made during each loggin run.
Child FX Forms have a master-detail relationship with a parent FX Form.

Videos

Attaching an FX Form in FieldFX Mobile

Step-by-Step Guides

Completing an FX Form in FieldFX Mobile

Open the job/ticket
Select Forms on the sidebar
Forms doesn’t display if:

You don’t have the FX E-Ticketing minimum permissions.

There are no FX Form configurations defined for the Job/Ticket object.
Select Add
Select the FX Form
Enter information
Select Add

Recommended Reading

FX Form Setup

Learn how to set up FX Forms.
FX E-Ticketing Minimum Permissions

Learn the minimum permissions required to use FX Forms.