DataGuide Listing Screen Configuration
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The forms that display and are accessed in DataGuide tab vary based on where the user accesses the DataGuide tab:
From the screen… Description Independent type forms not linked
to a Job or Ticket displayJob 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.
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
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From the Sync screen, Independent forms display
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From the Job listing screen, Independent forms display
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From a Job detail screen, Job forms display
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From the Ticket listing screen, Independent forms display
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From a Ticket detail screen, Ticket forms display
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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__cobject.