Layout Configuration
The Layout tab allows you to set the SFM edit process that is used to view details of an Installed Product or Location record when Installed Base App is accessed from Field Service Apps.
You can customize the display and editing options for Installed Product and Location records. By default, the app displays the out-of-the-box (OOTB) Standalone Edit type SFM Transactions:
• View and Edit Installed Product
• View and Edit Location
You can also associate other Standalone Edit SFM Transactions from the drop-down list, enabling technicians to select the appropriate transaction for their needs.
Related SFM configurations on the editing process such as qualify criteria/ filter, field map, value map, page layout, data validation rules, and formulas apply to the Installed Product and Location records when edited in the Installed Base App. To know more about the SFM edit process and how to configure it, refer to How to Create an SFM Transaction.
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You cannot save changes made on the Installed Base Setup page if no layout is associated with the Installed Product or Location.
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Service Flow Wizard Display
This section allows you to enable or disable the Open Tree View action for Installed Product, Location, or Work Order records in the Field Service App, based on the selected group profile.
By default, the Open Tree View option is enabled for Installed Product, Location, and Work Order records. To hide the Installed Base App Wizard for a specific record, simply clear the checkbox next to that record.
Data Download
This option lets you control the Installed Base data that syncs to the client application. By default, the Auto Sync On checkbox is enabled. Uncheck it to restrict or stop the data download related to Installed Base on the client application. For more information, see Data Download.
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The auto-sync option works only if the Installed Base app is enabled using the group settings (SET001) (Module: Installed Base App and Submodule: General).
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