Child eForm Setup

Introduction

To add a child FieldFX eForm, complete these tasks in order.

  • Before you begin, review the eForm Guidelines first.

  • You must create a parent eForm before you can create a child eForm.

  1. Add a Custom Object

  2. Add the Master-Detail and SyncId fields

  3. Add fields to collect data

  4. Define the Layout

  5. Add a Report Template

  6. Add a Visualforce Page for the Report Version

  1. Update Page Layouts

  2. Add a Workflow Rule

  3. Grant Permissions

  4. Configure Sharing Settings and Inline Help

  5. Finished adding a Child eForm

You can set up child FieldFX eForms to record information related to another eForm.

Before you can add a child eForm, the Job Share Trigger field must be added by following [EnableJobShareTrigger]. It is needed for the form to only download the related records that pertain to that object.

Example 1. Wireline logging tickets

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

Child FieldFX eForms have a master-detail relationship with a parent eForm.

Customers should review the terms and conditions of the Software Subscription and Support Agreement (including the SFDC Supplemental Terms) to understand the rights and restrictions that Customers have regarding creating custom objects.

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Continue with Add a Custom Object.

Add a Custom Object

Click to expand

Start by adding a custom object for the FX Form.

  1. From Setup, enter schema in the Quick Find box, then select Schema Builder.

  2. Click the Elements tab.

  3. Drag Object from the Elements panel onto the grid.

    Screenshot of dragging an object to the Elements panel

  4. Complete the following:

    Field Action Example

    Label

    Enter a name for the FX Form

    JSA

    Plural Label

    Enter a plural name for the FX Form

    JSAs

    Starts With

    Select "Consonant" or "Vowel"

    Description

    Enter an object description.

    This object is for Job Safety Audits

    Data Type

    Select "Text"

  5. Select Allow Reports.

  6. Click Save.

    JSA Object
    Figure 1. Start of JSA__c Object

  7. Select Add Google Docs, Notes, Attachments, related list to default page layout.

Continue with Add the Master-Detail and SyncId fields.

Add the Master-Detail and SyncId fields

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includes::base:eticketing:partial$BO_MstrDetSyncID.adoc[]

Continue with Add fields to collect data.

Add fields to collect data

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  1. Drag a field type from the Elements panel onto the FX Form/FieldFX eForm object.

  2. Enter field attributes.

Don’t give a custom field the same name as a field on a FieldFX object.

  1. Click Save.

  2. To add more fields, repeat these steps.

    See Typical JSA Form fields for suggestions on the fields to include tailored to your org and industry.

Continue with Define the Layout.

Define the Layout

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includes::base:eticketing:partial$BO_DefineLayout.adoc[]

Continue with Add a Report Template.

Add a Report Template

Click to expand

includes::base:eticketing:partial$BO_AddJobShareTrigger.adoc[]

Continue with Add a Visualforce Page for the Report Version.

Add a Visualforce Page for the Report Version

Click to expand

includes::base:eticketing:partial$BO_AddReportVerVFpg.adoc[]

Continue with Update Page Layouts.

Update Page Layouts

Click to expand

includes::base:eticketing:partial$BO_AddJobShareTrigger.adoc[]

Continue with Add a Workflow Rule.

Add a Workflow Rule

Click to expand

includes::base:eticketing:partial$BO_AddWorkflowRule.adoc[]

Continue with Grant Permissions.

Grant Permissions

These permissions are required to use the child FieldFX eForm.

Click to expand

includes::base:eticketing:partial$BO_GrantPermsFXFormeForm.adoc[]

Continue with Configure Sharing Settings and Inline Help.

Configure Sharing Settings and Inline Help

  1. Configure sharing settings to grant access to the child FieldFX eForm.

  2. Add inline help for fields on the child FieldFX eForm.

  3. Continue to Finished adding a Child eForm.

Finished adding a Child eForm

You’ve completed adding a Child FieldFX eForm.