FX Form Setup (in FX Mobile)

Introduction

These are the tasks you need to complete for adding a FX Form and a child FX Form. Before you begin, review the Guidelines.

For FX Forms, see Add an FX Form and for child FX Forms, see Add an Child FX Form.

Prerequisites

To setup and use FX Forms, you need to:

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

Guidelines

When setting up FX Forms, keep in mind these details about the Master-Detail, SyncID, and Job Share Trigger fields:

Master-Detail Field

The Master-Detail field controls the parent object for an FX Form. This field also determines the type of record for which you can add the FX Form.

If an FX Form has a master-detail relationship with the Ticket object, you can add the FX Form to tickets.

Every FX Form requires a Master-Detail field.

SyncId Field

The SyncId field controls whether an FX Form syncs to FieldFX Mobile.

FX Forms only sync if they have a unique value set in the SyncId field.

To prevent sync issues, you must:

  • Add a SyncId field to every FX Form.

  • Add a workflow rule to assign unique sync ids to FX Forms automatically.

Job Share Trigger Field

Use the Job Share Trigger to download only the child records you want in FieldFX Mobile that are associated with a parent object.

Example 1. Job Share Trigger

If there are 5 JSA (Job Safety Analysis) records associated with one Job record in mobile, only the 5 JSA records that is associated with the Job will be downloaded to mobile, not all records in the JSA object.

You should have for the Job Share (Job_Share__c) field at least Read permission in the form object in a profile or in a permission set that is associated with a Fieldfx mobile user.

Enable Job Share Trigger Field

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  1. Ensure that you have the Job Share Trigger added to each of your eForm Config records.

  2. Ensure that you have read permission and have the Doc Share field populated.

  3. Under Setup > Object Manager > Form_Name > Field & Relationships, ensure there is a Job_Share__c field.

Form_Name is the name of your form.

The Job_Share__c field must be a lookup data type field to the job.

  1. Under Setup > Object Manager > Form Name > Triggers, ensure there is a trigger called <form name>Trigger_FX5Auto.

Form_Name and <form name> is the name of your form.

If there is a Job_Share__c field, the trigger is automatically created.

FX Form Configurations

An FX Form configuration controls when an FX Form is available for use.

You must add an FX Form configuration for every basic FX Form.

Child RX Forms use the FX Form configuration for their parent FX Form.

Add an FX Form Configuration

  1. Access FieldFX Back Office.

  2. Open the eForm Configs tab.

  3. Click New.

  4. In Key SObject, select:

    • If the FX Form is for jobs, use FX5__Job__c.

    • If the FX Form is for tickets, use FX5__Ticket__c.

  5. In eForm SObject, for example, enter JSA__c for the API name of the FX Form object.

  6. Specify when to use the FX Form:

    If you don’t select one of the following options, users can add the FX Form to any job / ticket.
    Field Action

    Key SObject Record Type

    Select a record type to use the FX Form for that record type.

    Account

    Select a customer to use the FX Form for that customer.

    Office

    Select an office to use the FX Form for that office.

    Segment

    Select a business segment to use the FX Form for that segment.

    Price Book

    Select a price book to use the FX Form for jobs / tickets linked to that price book.

    Sequence Number

    Enter a sequence number to use for the FX Form.

    Sequence numbers control the order of FX Forms in lists. Refer to the sequence numbers article for more information.

  7. Click Save.

  8. Configure sharing settings to grant access to the FX Form configuration.

  9. Continue with Record Types.

Record Types

Set up record types if you need to complete FX Forms differently based on a certain aspect of a job.

You can add Downstream, Midstream, and Upstream record types for an FX Form you complete differently at downstream, midstream, and upstream work sites.

Screenshot of different record types for an FX Form in FX Mobile

When you add record types, add a page layout for each record type. This allows you to display different fields on each version of the FX Form.

Add Record Types for an FX Form

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  1. Under Record Types, click Page Layout Assignment.

  2. Click Edit Assignment.

  3. Click the column header for the record type.

  4. In Page Layout To Use, select the record type’s page layout.

  5. Repeat these steps if other record types are needed.

  6. Click Save.

Continue with Add Page Layouts for Record Types.

Add Page Layouts for Record Types

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  1. Under Record Types, click Page Layout Assignment.

  2. Click Edit Assignment.

  3. Click the column header for the record type.

  4. In Page Layout To Use, select the record type’s page layout.

  5. Repeat these steps if other record types are needed.

  6. Click Save.

Continue with Assign Page Layouts to Record Types.

Assign Page Layouts to Record Types

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  1. Under Record Types, click Page Layout Assignment.

  2. Click Edit Assignment.

  3. Click the column header for the record type.

  4. In Page Layout To Use, select the record type’s page layout.

  5. Repeat these steps if other record types are needed.

  6. Click Save.

Continue with Grant permission to use the record types.

Grant permission to use the record types

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  1. From Setup, enter permission in the Quick Find box, then select Permission Sets.

  2. Open a permission set.

  3. Under Apps, click Object Settings.

  4. Open the FieldFX eForm object.

  5. Click Edit.

  6. Under Record Type Assignments, select the record types.

  7. Under Object Permissions, select Read, Create, and Edit

    For FX Forms, if you didn’t select Unique when adding the SyncId field, grant View All permission for the FX Form object.

  8. Under Field Permissions, grant Read and Edit permission for every field.

  9. Click Save.

  10. At the top of the page, click the arrow next to Object Settings and select Visualforce Page Access.

  11. Click Edit.

  12. Add the Visualforce page for the FX Form or Child eForm to Enabled Visualforce Pages.

  13. Click Save.

  14. Repeat these steps for other permission sets as needed.

Recommended Reading

For more information, see:

FieldFX Documentation Salesforce Documentation