FX DataGuide Minimum Permissions

Here are the minimum permissions required to use the FX DataGuide module.

Introduction

There are three types of users for FX DataGuide:

FieldFX Mobile Users Form Designers Analysts

enter data into forms in FieldFX Mobile

create forms to be completed by FieldFX Mobile Users

access data collected on forms and create reports or other business intelligence operations, such as might be possible in Tableau or similar tools

You can set the minimum permissions for:

All Users

All FX DataGuide users need the minimum permissions for FieldFX E-Ticketing.

In addition, grant the following permissions to all users:

Object Settings

Tab Settings

Record Type Assignments
Object Default Off/
Available		 Default On/
Visible

Form

Yes

Form Version

Yes

Form Data

Yes

Form Responses

Yes

Documents

Yes
Object Assigned Record Types

Form

Applicable record types

Form Version

Applicable record types

Form Data

Applicable record types

Form Responses

Applicable record types

Back to All Users

Apex Class Access

Grant access to all FX DataGuide Apex classes that begin with FXDG. You do not need to add the classes that end with -test.

Apex Class

FXDG.ContentVersionTriggerHandler

FXDG.ContentVersionTriggerHandlerTest

FXDG.DataGuideAPI

FXDG.DataGuideAPITest

FXDG.DataguideReportManager

FXDG.Exceptions

FXDG.Form

FXDG.FormDataNormalizer

FXDG.FormDataNormalizer_Test

FXDG.FormDataNormalizerSchedulableBatch

FXDG.FormImportRequest

FXDG.FormImportResult

FXDG.Forms

FXDG.FormService

FXDG.FormServiceTest

FXDG.FormTriggerHandler

FXDG.FormTriggerHandlerTest

FXDG.FormVersionService

FXDG.FormVersionTriggerHandler

FXDG.FormVersionTriggerHandlerTest

FXDG.UploadFormDataToAnalytics

FXDG.UploadFormDataToAnalytics_Test

FXDG.fx_controller_dataguide

FXDG.FX_controller_dg_grid

FXDG.controller_sObjectSearcher

FXDG.fx_scriptEngine_callee

FXDG.fxl_controller_dg_completeForm

Visualforce PageAssignments and System Permissions

Visualforce PageAssignments

System Permissions
Assigned Record Types

FXDG.fx_page_dataguide

FXDG.fx_page_sObjectSearcher
Permission Enabled

API Enabled

Yes

View Setup and Configuration

Yes

Back to All Users

Back to Set Minimum Permissions for DataGuide Users

DataGuide Form Users

  1. Create the EnableAutoSync__c custom setting in FX Settings and enable it for Mobile users who interact with forms and form data.

    This setting is not provided by default and must be manually added to FX Settings if not already available.

  2. Form Users need the minimum permissions to access the FieldFX E-Ticketing objects and fields where they interact with forms, including access to Job and Tickets.

  3. The following object settings:

    Table 1. Object Settings | Object Permissions
    Object Read Create Edit Delete View All Modify All

    Form

    Yes

    Form Version

    Yes

    Form Data

    Yes

    Yes

    Yes

    Form Responses

    Yes

    Yes

    Yes

    Documents

    Yes

    Yes

    Yes

    Yes

  4. The following field settings:

    • Read access to all fields on all four Form objects

    • Read and Edit access to all available fields on the Form Data and Form Responses object

Back to Set Minimum Permissions for DataGuide Users

Form Designers and Maintainers

Forms are designed in the Admin Portal.

Grant access to the Admin Portal by the assigning the Customize Application System Permission via a Profile or Permission Set.

Object Settings

Object Permissions Field Settings
Object Read Create Edit Delete View All Modify All

Form

Yes

Yes

Yes

Yes

Form Version

Yes

Yes

Yes

Yes

Form Data

Yes

Form Responses

Yes

Documents

Yes

Yes

Yes

Yes
Object Read Create Edit Delete View All Modify All

Form

Yes

Form Version

Yes

Form Data

Yes

Form Responses

Yes
Read and Edit access to all available fields on the Form and Form Version objects

Back to Set Minimum Permissions for DataGuide Users

Data Analyst

Object Settings

Object Permissions Field Settings
Object Read Create Edit Delete View All Modify All

Form

Yes

Form Version

Yes

Form Data

Yes

Form Responses

Yes

Documents

Yes

Yes

Yes

Yes
Object Read Create Edit Delete View All Modify All

Form

Yes

Form Version

Yes

Form Data

Yes

Form Responses

Yes

Back to Set Minimum Permissions for DataGuide Users

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