FX DataGuide Overview


FX DataGuide is a tool to create forms, surveys, and questionnaires for users to complete. The forms can be connected to a particular job or ticket, or they may be independent forms not connected to a particular record.

The module must be installed, setup, and configured in Back Office. Once that is completed, a form must be created to use in FX Mobile by a mobile user. DataGuide forms can also exist in the Back Office to be completed by a Back Office user.

You can also have FX DataGuide Forms be completed in either FieldFX Back Office or in FieldFX Mobile.

For more information on the differences between running ServiceMax DataGuide under ServiceMax and under FieldFX, see ServiceMax DataGuide vs. FieldFX DataGuide.


You can use the FX DataGuide module to:

  • Manage small to large form repositories, accommodating even large enterprise customers.

  • Enhance regulatory and compliance management with digital forms.

  • Fit for purpose and flexible forms management.

  • Full support for form use in FieldFX Mobile even offline capabilities.

  • Capture repeatable and actionable just-in-time data.

  • Easily design forms with the drag and drop functionality of the WYSIWYG (what you see is what you get) form designer.

    • Include a variety of question and input types on the form.

    • Maintain multiple versions of a form, activating specific ones to use as needed.

  • Allow end users to add additional options on the fly with dynamic form input options.

  • Use advanced logic to provide users a guided workflow which displays only the appropriate questions based on circumstances and live inputs.

  • Capture correct information using form response validations.

Object Relationships

FX DataGuide uses these objects:

Object Parent Description



Contains the header information for a form

Form Version


Contains the record of a particular iteration of a Form

Form Data

Form Version

Contains the JSON content of the collected answers and responses for a specific Form Version completed by a user

Form Response

Form Data

Contains individual responses to questions collected in Form Data

DataGuide User Roles

In FX DataGuide, users fit these types:

Users Form Designers Data Analysts

Select and complete forms in FieldFX Mobile or FieldFX Back Office

Create Forms and Form Versions in the Admin Portal’s DataGuide tool

Use their business intelligence solution to interpret or report on the data collected from users