Job Level FX Forms List Configuration


1: Form Sort Picker

The list of fields on the Job object’s Compact Layout determines the sorting options available to the User.

Widely used fields, such as Last Modified, are always included.

2: FX Form Panels

Displayed fields are determined by the Job object’s Compact Layout.

Layout can vary based on the Job’s Record Type.

Header and subheader fields are set by the order of fields on the Compact Layout.

3: Create New Form Button

User must have Create permissions on at least one FX Form that has been listed in the FX5__eForm_Config__c object.