FX Forms :: FieldFX Documentation

Introduction

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

Figure 1. An FX Form that records the results of a job safety analysis (JSA)

This information and these steps are for the older FieldFX Mobile and not the newer FieldFX Mobile App.

To use FX Forms, you need to:

Have these user licenses	Have these permissions	Complete these tasks and review these topics before continuing
FieldFX Base Package FieldFX E-Ticketing	FX E-Ticketing minimum permissions	Set up the FX E-Ticketing module Set up FX Forms

Have these permissions

Complete these tasks
and review these topics
before continuing

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.

In FieldFX, Child FX Forms record information related to another FX Form.

Example 1. Using a form for wireline login tickets

If an FX Form records details for wireline logging tickets, add a child FX Form to record the measurements made during each login run.

Child FX Forms have a master-detail relationship with a parent FX Form.