FX Forms

Introduction

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

Example of a JSA form in FieldFX Mobile
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.

Prerequisites

To use FX Forms, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

Basic FX Forms

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.

Child FX Forms

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.

Step-by-Step Guides

Completing an FX Form in FieldFX Mobile

  1. Open the job or ticket.

  2. Select Forms on the sidebar.

    If Forms doesn’t appear on the sidebar:

  3. Select Add.

    FX Mobile blue add button
  4. Select the FX Form.

  5. Enter information.

  6. Select Add.

    FX Mobile green add button