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All the existing SFMs with either Source object or the Target object as one of the following objects are listed:
• Work Order
• Installed Product
• Location
• Account
Location and Account values are obtained from the Work Order record.
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Fields
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Description
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Fields with * are mandatory.
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Task Name*
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The name of the SFM you have selected is populated as the task name by default. However, you can change the name.
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Status Options
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Select the statuses the task can transition into.
Two status options — New and Complete — are selected by default.
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Estimated Duration
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Enter estimated time to complete the task.
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Estimated Time Unit
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Select the unit of time for the Estimated Duration field value from the dropdown list.
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Mandatory Task
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Select this checkbox if you want this task to be completed mandatorily as a part of the completion of work plan.
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Details
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Add instructions that you want to provide to the service engineer executing the task. You can add photos, bullets, numbered list, and so on.
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• You can add multiple files. However, the total size of the attached files must not exceed 800 MB.
• All the supported file types with Salesforce are supported.
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