FX Forms

Introduction

In FieldFX by ServiceMax, Inc., FX Forms are interactive forms. You can complete FX Forms to record details about a job or ticket.

Example of a JSA form in FieldFX Mobile
Figure 1. An FX Form that records the results of a job safety analysis (JSA)

Prerequisites

To use FX Forms, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

Basic FX Forms

In FieldFX, you use Basic FX Forms record details about a job or ticket.

For example, a basic FX Form are can record the 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:

    • Job object - You can add the FX Form to jobs.

    • Ticket object - You can add the FX Form to tickets.

Child FX Forms

In FieldFX, 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.

Step-by-Step Guides

Completing an FX Form in FieldFX Mobile

  1. Open the job or ticket.

  2. Select Forms on the sidebar.

    If Forms doesn’t appear on the sidebar:

  3. Select Add.

    FX Mobile blue add button

  4. Select the FX Form.

  5. Enter information.

  6. Select Add.

    FX Mobile green add button

Videos

Attaching an FX Form in FieldFX Mobile

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