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:

    • From the Home Page sync screen, Independent type forms not linked to a Job or Ticket display

    • From the Job Listing screen, Independent type forms not linked to a Job or Ticket display

    • From the Job Detail screen, Job type forms linked to the current Job display

    • From the Ticket Listing screen, Independent type forms not linked to a Job or Ticket display

    • From the Ticket Detail screen, Ticket type forms linked to the current Ticket display

  • Form Versions must sync to the device to display.

    AltSync rules may impact what forms sync.

New Form

  • User must have minimum permissions for users to FX DataGuide.

  • User must have Create permission on the Form Data object

  • User must have Read permission on the Form and Form Version objects