DataGuide Add Form Screen Configuration
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The forms that display and are accessed in FX DataGuide vary based on where the user accesses the DataGuide tab:
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From the Home Page sync screen, Independent type forms not linked to a Job or Ticket display
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From the Job Listing screen, Independent type forms not linked to a Job or Ticket display
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From the Job Detail screen, Job type forms linked to the current Job display
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From the Ticket Listing screen, Independent type forms not linked to a Job or Ticket display
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From the Ticket Detail screen, Ticket type forms linked to the current Ticket display
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Form Versions must sync to the device to display.
AltSync rules may impact what forms sync.
New Form
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User must have minimum permissions for users to FX DataGuide.
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User must have Create permission on the Form Data object
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User must have Read permission on the Form and Form Version objects