Parent eForm Setup

Introduction

To add a parent FieldFX eForm complete these tasks in order.

Task Order

  1. [AddCustomObj]

  2. Add the Master-Detail and SyncId fields

  3. Add Fields to Collect Data

  4. Define the Page Layout

  5. Add the Job Share trigger

  6. Add Record Types for an FieldFX eForm

  7. Add Page Layouts for Record Types

  8. Assign Page Layouts to Record Types

  1. Add an eForm Configuration

  2. Add a Related List to page layouts

  3. Add Page Layouts for Record Types

  4. Update page layouts

  5. Add a Workflow Rule using Salesforce Flow Builder

  6. Grant Permissions

  7. Configure Share Settings

  8. Finished adding an eForm

Prerequisites

To setup and use FieldFX eForms, you need to:

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

Step-by-Step Guides

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

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. Start creating the form by adding 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

Click to expand

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

Continue on with Add Fields to Collect Data.

Add Fields to Collect Data

Click to expand

  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 on with defining the layout.

Define the Page Layout

Click to expand

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

Continue with Add the Job Share trigger.

Add the Job Share trigger

Click to expand

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

Continue with Add Record Types for an FieldFX eForm.

Add Record Types for an FieldFX eForm

Click to expand

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. From Setup, enter object in the Quick Find box, then select Object Manager.

  4. Open the FX Form object.

  5. Under Record Types, click New.

  6. In Existing Record Type, select "--Master--".

  7. In Record Type Label, enter the record type.

  8. Select Active then click Next.

  9. Click Save & New.

  10. Repeat these steps for other record types as needed.

  11. Click Save to finish and then click Back to Custom Object at the top of the page.

Continue with Add Page Layouts for Record Types.

Add Page Layouts for Record Types

Click to expand

Once you have added the record types, you can add page layouts for each record type.

Page layouts control the fields that display on each version of an FieldFX eForm.

  1. Under Page Layouts, click New.

  2. In Page Layout Name, enter the record type.

  3. Click Save.

  4. Drag fields onto the page layout.

  5. Click Save.

  6. Repeat for other page layouts as needed.

Continue with Assign Page Layouts to Record Types.

Assign Page Layouts to Record Types

Click to expand

  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 an FieldFX eForm Configuration.

Add an FieldFX eForm Configuration

  1. Click Salesforce App Switcher, enter eForm Configs.

    The eForm Configs tab opens.

  2. Click New.

  3. In Key SObject:

    If the eForm is for jobs, If the eForm is for tickets,

    Select FX5__Job__c.

    Select FX5__Ticket__c.

  4. In eForm SObject, enter the API name of the eForm object.

    For example, you can enter JSA__c for the API name.

    The sObject name, which is case-sensitive, must be the object’s API name.

  5. Specify when to use the eForm:

    If you don’t select one of the following options, users can add the eForm to any job or ticket.
    Section Field Action

    Information

    Key SObject Record Type

    Select a record type to use the eForm for that record type.

    Filtering

    Account

    Select a customer to use the eForm for that customer.

    Office

    Select an office to use the eForm for that office.

    Segment

    Select an office to use the eForm for that office.

    Price Book

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

    If the Price Book field isn’t available, you may have to add it to the eForm Config Page Layout.

    Sequence numbers control the order of FieldFX eForms in lists. Refer to the Sequence Numbers article for more information.

  6. Click Save.

  7. Continue with Add a Related List to Page Layouts.

Add a Related List to Page Layouts

  1. From Setup, enter object in the Quick Find box, then select Objects

  2. If the eForm is for:

  3. Under Page Layouts, click Edit next to a page layout for FieldFX Back Office.

  4. On the toolbar, click Related Lists.

  5. Drag the eForm into the Related Lists section.

  6. Click Save.

  7. Click Yes.

  8. If needed in other page layouts, edit another page layout and drag the eForm into the Related Lists section.

  9. Complete one of the following:

  10. Move back to FieldFX Back Office.

  11. Open the Report Templates tab.

  12. Click New.

  13. In Report Template Name, enter a name for the report template.

  14. In SObject, enter the API name of the eForm object,

  15. Click Save.

  16. Click Attach File.

  17. Click Choose File.

  18. Select the report you defined for the eForm.

  19. Click Attach File.

  20. Click Done.

  21. Continue with Add a Visualforce page for the Report Version.

Add a Visualforce page for the Report Version

See the eForm topic.

  1. From Setup, enter pages in the Quick Find box, then select Visualforce Pages.

  2. Click New.

  3. In Label, enter the name of the eForm.

  4. In Name, enter the name of the eForm with underscores for spaces.

  5. Copy the following code:

    <apex:page standardController="ObjectName" extensions="FX5.ReportTemplateExtension">
  <apex:includeScript value="{!$Resource.FX5__jquery1102minjs}"/>
  <style type="text/css">
    div.apexp {
      margin-left:-10px;
    }
    body {
      margin-left:0px !important;
    }
    a {
      text-decoration:none;
    }
  </style>
  <script type="text/javascript">
    $('td.labelCol.empty').remove();
    $('td.dataCol.empty').css('width','50%');
    $('td.labelCol.first').css('vertical-align', 'bottom');
    $('td.dataCol.first').css('vertical-align', 'bottom');
    $('input[type=submit]').appendTo('td.dataCol.empty');
    function jsOpenReport(entityId, templateId, objectTypeId, namespace)
    {
      var pagePath ='apex';
      var ctrl = document.querySelectorAll("[id$='reportPagePath']")[0];
      var customUrl='';
      if(ctrl!=null)
      {
        pagePath = ctrl.innerText;
        if(pagePath && pagePath.toLowerCase()!='apex')
        {
          customUrl='&customUrl=' + pagePath;
        }
      }
      var href = '/' + pagePath + '/' + namespace + 'Reporting?templateId='+ templateId + '&objectId=' + entityId + '&objectType=' + objectTypeId + customUrl;
      window.open(href, '_blank');
      window.top.location=window.top.location;
    }
  </script>
  <div style="display:none;">
    <apex:outputText id="reportPagePath" value="{!PagePath}" />
  </div>
  <apex:dynamicComponent componentValue="{!form}" id="dynamic"/>
</apex:page>

  6. Replace the code on the Visualforce Markup tab by pasting over it with the code you copied.

  7. In the first line of the code, replace ObjectName with the API name of the eForm object.

    <apex:page standardController="JSA__c" extensions="FX5.ReportTemplateExtension">

  8. Click the Version Settings tab.

  9. Click -- Select to Add Installed Package -- and select FieldFX Base Package.

  10. Click Save.

  11. Continue with Update page layouts.

Update page layouts

See page layouts for more information.

  1. From Setup, enter "object" in the Quick Find box, then select Objects.

  2. Open the eForm object.

  3. Under Page Layouts, click Edit next to a page layout for FieldFX Back Office.

  4. On the toolbar, click Visualforce Pages.

  5. Drag Section from the toolbar to a suitable location on the layout.

  6. In Section Name, enter "Reports".

  7. Under Layout, select 1-Column.

  8. Click OK.

  9. Drag the Visualforce page for the eForm report into the Reports section.

  10. Click Save on the toolbar.

  11. Repeat these steps if you need other page layouts.

  12. Continue with Add a Workflow Rule using Salesforce Flow Builder.

Add a Workflow Rule using Salesforce Flow Builder

Add a workflow rule so that FieldFX eForms sync to FieldFX Mobile.

  1. From Setup, enter workflow rules in the Quick Find box, then select Workflow Rules.

  2. Click New Rule.

    The following message appears:

    Workflow TryinFlowBuilder

  3. Create the workflow rule using Salesforce’s Flow Builder.

    Click to expand to see moving to Salesforce’s Flow Builder important note

Salesforce will retire Workflow Rules and their Process Builder. The current FieldFX Managed Package workflows and process builder should be migrated over the flows before that.

  • Workflow Rules

    • Inventory_Location_Name_RSLB

    • OnStatusWorkflowPropertyChanged

    • RuleCriteriaHasChange

    • SyncConfigurationChange

    • UniqueWarehouseCatalogItem

    • UpdateUniqueId

  • Process Builder

    • Show all versions

    • Update PO Status from PO Misc Cost Receipt

    • Update Transfer Order from Transfer Order Line

Salesforce has a tool to assist in the conversion. In your org’s setup, use Quick Find search and enter Migrate to Flow. Follow the steps in Salesforce Help: Convert Workflow Rules to Flows with the Migrate to Flow Tool (Beta).

For more information, see

  1. Continue with Grant Permissions.

Grant Permissions

Grant permission to use the eForm.

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

  2. Open a permission set.

    If the permission has a Namespace of FX5, it is part of the FieldFX Managed Package and is locked and can’t be edited.

  3. Under Apps, click Object Settings.

  4. Open the eForm object.

  5. Click Edit.

  6. Under Record Type Assignments, select the record types for which to grant access

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

    If you didn’t select Unique when adding the SyncId field to the eForm, grant View All permission for the eForm 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 eForm to Enabled Visualforce Pages.

  13. Click Save.

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

  15. Continue with Configure Share Settings.

Configure Share Settings

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

  2. Add inline help for fields on the eForm.

  3. Continue to Finished adding an eForm.

Finished adding an eForm

You’ve finished adding an eForm.