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.

ServiceMax DataGuide Data Model for FieldFX

Object relationships:

Form Object

This object stores the form template header record.

Table 1. Form Template Header Record Objects
Field Label Field Name Data Type Description

Form Name

Name

Text (80)

Name of the Form

Description

SVMXDG__DG_Description__c

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.

Source Object Name

SVMXDG__DG_Source_Object_Name__c

Text (150)

The API name form’s root object.

IsActive

SVMXDG__DG_IsActive__c

Checkbox

If checked, the form is available for use.

IsArchived

SVMXDG__DG_IsArchived__c

Checkbox

If checked, the system archived the form and shouldn’t be used.

IsAvailable

SVMXDG__DG_IsAvailable__c

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.

IsDeleted

SVMXDG__DG_IsDeleted__c

Checkbox

If checked, the system deleted the form and shouldn’t be used.

UID

SVMXDG__DG_UID__c

Text (128)
(External Id)
(Unique Case Insensitive)

For system use only. Please do not enter or modify the data in this field.

Allow Multiple Submissions

SVMXDG__DG_Multiple_Submissions__c

Checkbox

If checked, end users will be able to submit this form multiple times on the same record.

For FieldFX, this checkbox stays checked and you can’t modify it.

Filter Criteria

SVMXDG__DG_Filter_Criteria__c

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.

Table 2. Form Version Objects
Field Label Field Name Data Type Description

Form

SVMXDG__DG_Form__c

Master-Detail (Form)

Indicates the form record that the version belongs to.

Form Version Name

Name

AutoNumber

Description

SVMXDG__DG_Description__c

Text (255)

A description of the form version. Primarily used by the form designer.

Form Version Number

SVMXDG__DG_Number__c

Number (18,0)

Version number of the form.

Mapping

SVMXDG__DG_Mapping__c

Long Text Area (131072)

System Field. This field keeps tracks the mapping of the root object fields mapped on the form.

IsActive

SVMXDG__DG_

Checkbox

If checked, this field indicates the form version is available for use.

IsArchived

SVMXDG__DG_IsArchived__c

Checkbox

If checked, the system archived the form version and it’s no longer in use.

IsDeleted

SVMXDG__DG_IsDeleted__c

Checkbox

If checked, the system deleted the form version and shouldn’t be used.

UID

SVMXDG__DG_UID__c

Text (128)
(External Id)
(Unique Case Insensitive)

For system use only.

Do not enter or modify the data in this field.

Form Data Object

This object stores the end-user saved or completed forms.

Table 3. Form Data Objects
Field Label Field Name Data Type Description

Form Version

SVMXDG__DG_Form_Version__c

Lookup (Form Version)

This is a link to the version of the form that matches the data in this Form Data record.

Form

SVMXDG__DG_Form__c

Lookup (Form)

This is a link to the form that matches the data in this Form Data record.

Started By

SVMXDG__DG_Started_By__c

Lookup (User)

User who started the form.

Form Data Name

Name

AutoNumber

LastSavedOn

SVMXDG__DG_Last_Saved_On__c

Date/Time

Date and Time when the end user last saved the form.

CompletedOn

SVMXDG__DG_Completed_On__c

Date/Time

If this field has a value, then it shows the end date and time of form completion.

Form Result

SVMXDG__DG_Form_Results__c

Long Text Area (131072)

Not Used.

IsCompleted

SVMXDG__DG_Is_Completed__c

Checkbox

If checked, the end user has completed the form.

If not checked the work on the form is still in progress.

IsDeleted

SVMXDG__DG_IsDeleted__c

Checkbox

If checked, the system deleted the form and shouldn’t be used.

SyncID

SVMXDG__DG_SyncID__c

Text (50)
(External ID)
(Unique Case Insensitive)

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

SVMXDG__DG_Started_On__c

Date/Time

Date and Time when the system started the form data record.

What Id

SVMXDG__DG_What_Id__c

Text (40)

18 Digit Salesforce Id of the record when the system saved or submitted the form.

Status

SVMXDG__DG_Status__c

Picklist

Status of the form data record:

  • Open: when the system saved the form.

  • Submitted: when the system completed the form.

Id Mapping

SVMXDG__DG_Id_Mapping__c

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).

Table 4. Form Response Objects
Field Label Field Name Data Type Description

Form Data

SVMXDG__DG_Form_Data__c

Lookup (Form Data)

Reference to the form data record submitted by the end user.

Form Version

SVMXDG__DG_Form_Version__c

Lookup (Form Version)

Reference to the parent version of the form data record submitted and created the form response record.

Form

SVMXDG__DG_Form__c

Lookup (Form)

Reference to the form template.

Completed By

SVMXDG__DG_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

SVMXDG__DG_What_Id__c

Text (40)

18-digit Salesforce Id of the record for the form data saved or submitted.

Question

SVMXDG__DG_Question__c

TextArea (255)

Name of the question as defined in the Form Designer.

Row

SVMXDG__DG_Row__c

Text (255)

Not Used.

Title

SVMXDG__DG_Title__c

Text (255)

Not Used.

Answer

SVMXDG__DG_Value__c

TextArea (255)

Answer to the questions provided by the end user when filling the form.

Answer

SVMXDG__DG_Answer__c

TextArea (131072)

Comment or long answers provided by the end user when filling the form.

Answer Number

SVMXDG__DG_Value_Number__c

Formula (Number)

Answer to number-type questions.

Answer Date

SVMXDG__DG_Value_Date__c

Formula (Date)

Answer to date-type questions

Answer Datetime

SVMXDG__DG_Value_Datetime__c

Formula (DateTime)

Answer to datetime-type questions.

Answer Boolean

SVMXDG__DG_Value_Boolean__c

Formula (Boolean)

Answer to Boolean-type questions

Completed On

SVMXDG__DG_Completed_On__c

DateTime

Date and Time stamp of when the system generates the form response record.

Completed By

SVMXDG__DG_Completed_By__c

Lookup (User)

User that generated the form response record.

Application Log

Table 5. Application Log Object
Field Label Field Name Data Type Description

Log #

Name

AutoNumber

Name of the application log record.

User

SVMXDG__UserId__c

Lookup (User)

User that has generated the log entry.

Application Name

SVMXDG__Application_Name__c

Picklist

The only picklist value currently is “Form Response Processing”.

Timestamp

SVMXDG__Timestamp__c

Number (18,)

Time stamp of when the system generated the log.

Message

SVMXDG__Message__c

Long Text (2000)

Body/Message of the log entry.

Log Type

SVMXDG__LogType__c

Picklist

Possible values: ERROR, INFO, WARNING

Source Record Id

SVMXDG__SourceRecordId__c

Text (20)

Salesforce id of the record that generated the log entry.

Content Version (Field Addition)

Table 6. Content Version (Field Addition) Objects
Field Label Field Name Data Type Description

UID

SVMXDG__DG_UID__c

Text (128)
(External Id)
(Unique Case Insensitive)

This is the unique identifier for question files like images included as file attachments of the form record.

DataGuide File Type

SVMXDG__DG_File_Type__c

Picklist (Text)

Possible values: Template, Form, Form Response.