DataGuide Listing Screen Configuration
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The forms that display and are accessed in DataGuide vary based on where the user accesses the DataGuide tab:
From this screen… Description Independent type forms not linked to a Job or Ticket display
Job type forms linked to the current Job display
Independent type forms not linked to a Job or Ticket display
Ticket type forms linked to the current Ticket display
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The DataGuide tab displays context-based forms that are either In Progress or Completed
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Forms must sync to the device to display.
AltSync rules may impact what forms sync.
1: DataGuide Tab
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The user must have the DataGuide minimum permissions to use DataGuide to add and complete forms.
2: DataGuide Form Detail Card
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Displayed fields are determined by the Form Version object’s Compact Layout.
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Displayed forms vary based on where DataGuide was selected
From this screen… Description Sync
Independent forms display
Job listing
Independent forms display
Job detail
Job forms display
Ticket listing
Independent forms display
Ticket detail
Ticket forms display
3: Sort Selector
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The list of fields on the Form Version object’s Compact Layout determines the sorting options available to the User.
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Widely used fields, such as Last Modified, are always included.
4: Add Form
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User must have Create permissions to the
FX5__Form_Data__c
object.