ServiceMax Form Root Object Relationships
The ServiceMax DataGuide package forms a relationship between the form root object in a text field populated with the root record’s Salesforce Id and saves the form data record (What Id).
Unlike in the FieldFX DataGuide package, there are no look-up fields to the job and ticket object in the ServiceMax DataGuide package since you can link the ServiceMAX DataGuide forms to any object.

Object relationships:
Form Object
This object stores the form template header record.
Field Label | Field Name | Data Type | Description | ||
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Form Name |
Name |
Text (80) |
Name of the Form |
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Description |
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Text (255) |
A description of the form. Primarily for use by the form designer or to augment a name that is not easy to read. |
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Source Object Name |
|
Text (150) |
The API name form’s root object. |
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IsActive |
|
Checkbox |
If checked, the form is available for use. |
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IsArchived |
|
Checkbox |
If checked, the system archived the form and shouldn’t be used. |
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IsAvailable |
|
Long Text Area (131072) |
Formula field that determines if the form is available for a user. If the formula evaluates to true, the form will be available. The system writes the formula in the context of the Form Subject field and then the formula can reference fields on the selected object. |
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IsDeleted |
|
Checkbox |
If checked, the system deleted the form and shouldn’t be used. |
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UID |
|
Text (128) |
For system use only. Please do not enter or modify the data in this field. |
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Allow Multiple Submissions |
|
Checkbox |
If checked, end users will be able to submit this form multiple times on the same record.
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Filter Criteria |
|
Long Text Area (131072) |
The filter criteria to define when a form is available based on user or form’s root object values. |
Form Version Object
This object stores the version of the form. One form record can have multiple versions, only one being active at any given time.
Field Label | Field Name | Data Type | Description | ||
---|---|---|---|---|---|
Form |
|
Master-Detail (Form) |
Indicates the form record that the version belongs to. |
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Form Version Name |
Name |
AutoNumber |
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Description |
|
Text (255) |
A description of the form version. Primarily used by the form designer. |
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Form Version Number |
|
Number (18,0) |
Version number of the form. |
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Mapping |
|
Long Text Area (131072) |
System Field. This field keeps tracks the mapping of the root object fields mapped on the form. |
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IsActive |
|
Checkbox |
If checked, this field indicates the form version is available for use. |
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IsArchived |
|
Checkbox |
If checked, the system archived the form version and it’s no longer in use. |
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IsDeleted |
|
Checkbox |
If checked, the system deleted the form version and shouldn’t be used. |
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UID |
|
Text (128) |
For system use only.
|
Form Data Object
This object stores the end-user saved or completed forms.
Field Label | Field Name | Data Type | Description |
---|---|---|---|
Form Version |
|
Lookup (Form Version) |
This is a link to the version of the form that matches the data in this Form Data record. |
Form |
|
Lookup (Form) |
This is a link to the form that matches the data in this Form Data record. |
Started By |
|
Lookup (User) |
User who started the form. |
Form Data Name |
Name |
AutoNumber |
|
LastSavedOn |
|
Date/Time |
Date and Time when the end user last saved the form. |
CompletedOn |
|
Date/Time |
If this field has a value, then it shows the end date and time of form completion. |
Form Result |
|
Long Text Area (131072) |
Not Used. |
IsCompleted |
|
Checkbox |
If checked, the end user has completed the form. If not checked the work on the form is still in progress. |
IsDeleted |
|
Checkbox |
If checked, the system deleted the form and shouldn’t be used. |
SyncID |
|
Text (50) |
System Field. Used by the FieldFX Mobile application to assign a unique id to the form data record before the form is synced. |
Started On |
|
Date/Time |
Date and Time when the system started the form data record. |
What Id |
|
Text (40) |
18 Digit Salesforce Id of the record when the system saved or submitted the form. |
Status |
|
Picklist |
Status of the form data record:
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Id Mapping |
|
TextArea (131072) |
System Field. Links form data parent form id to form data reference SObject id. |
Form Response Object
Object that stores each question-answer pair of form data records that have a parent version set to generate a form response (this is enabled via a Form Action on the Form Version through the Form Designer).
Field Label | Field Name | Data Type | Description |
---|---|---|---|
Form Data |
|
Lookup (Form Data) |
Reference to the form data record submitted by the end user. |
Form Version |
|
Lookup (Form Version) |
Reference to the parent version of the form data record submitted and created the form response record. |
Form |
|
Lookup (Form) |
Reference to the form template. |
Completed By |
|
Lookup (User) |
Reference to the user that completed the form data record. |
Form Response Name |
Name |
AutoNumber |
Name of the form response record. |
WhatId |
|
Text (40) |
18-digit Salesforce Id of the record for the form data saved or submitted. |
Question |
|
TextArea (255) |
Name of the question as defined in the Form Designer. |
Row |
|
Text (255) |
Not Used. |
Title |
|
Text (255) |
Not Used. |
Answer |
|
TextArea (255) |
Answer to the questions provided by the end user when filling the form. |
Answer |
|
TextArea (131072) |
Comment or long answers provided by the end user when filling the form. |
Answer Number |
|
Formula (Number) |
Answer to number-type questions. |
Answer Date |
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Formula (Date) |
Answer to date-type questions |
Answer Datetime |
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Formula (DateTime) |
Answer to datetime-type questions. |
Answer Boolean |
|
Formula (Boolean) |
Answer to Boolean-type questions |
Completed On |
|
DateTime |
Date and Time stamp of when the system generates the form response record. |
Completed By |
|
Lookup (User) |
User that generated the form response record. |
Application Log
Field Label | Field Name | Data Type | Description |
---|---|---|---|
Log # |
Name |
AutoNumber |
Name of the application log record. |
User |
|
Lookup (User) |
User that has generated the log entry. |
Application Name |
|
Picklist |
The only picklist value currently is “Form Response Processing”. |
Timestamp |
|
Number (18,) |
Time stamp of when the system generated the log. |
Message |
|
Long Text (2000) |
Body/Message of the log entry. |
Log Type |
|
Picklist |
Possible values: ERROR, INFO, WARNING |
Source Record Id |
|
Text (20) |
Salesforce id of the record that generated the log entry. |
Content Version (Field Addition)
Field Label | Field Name | Data Type | Description |
---|---|---|---|
UID |
|
Text (128) |
This is the unique identifier for question files like images included as file attachments of the form record. |
DataGuide File Type |
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Picklist (Text) |
Possible values: Template, Form, Form Response. |