FAQ: SFM Delivery
This section contains frequently asked questions related to ServiceMax SFM Delivery.
Can a child record be cloned?
No, there is no clone option in SFM Delivery. However, you can refer to the business use case How to clone a child record in a Standalone Edit type SFM transaction to find out how it can be achieved for Standalone Edit type SFM transaction, using Linked Process.
Can Recents in the Lookup search dialog box be turned off?
Yes, by setting the global configuration setting
SET003 to False. This setting (Suggest recently selected items in lookup search UI) is under module SFM Transaction Manager and submodule SFM Transaction Delivery Engine.
Is there any setting to turn on/off Auto-Resolve of lookup fields?
No, there is no setting. Auto-Resolve is always on.
When multiple target object records are saved, are different object records saved in different transactions?
Scenario for the question: Say you have a Service Contract SFM that can insert/update Covered Products, Included Services, and Covered Locations. If you were to add two new records for each object type and click Save from the SFM, are all the records saved in one transaction or separate transactions for each object?
All the records are saved in one transaction. For more details, refer to the flow diagram in section Save / Quick Save in an SFM Transaction Delivery Screen.
How to get the current technician's name populated in the Work Detail Labor line?
Only the primary technician's name is stored in Work Order in the Technician field. The other assigned technicians' names are not stored. Only events are created for the other technicians and these events are assigned to the Salesforce users associated with the assigned technicians.
If your requirement is to auto-populate a technician lookup field in a Work Detail record with the technician associated with the Salesforce user who creates the work detail record, you can achieve it using a before insert trigger on Work Detail.
How to update a field in an existing record by copying data from another field in the same record using a value map?
Use the following syntax to specify the source field name in the value map for the existing record: SVMX.CURRENTRECORD.<API Name of the source field . For example, to map the Partner Account field in Work Order to the Account field, map the Partner Account field to SVMX.CURRENTRECORD.SVMXC__Company__c. For this to work, both the source and the target fields must be included in the page layout. If the target field value should not be changed by the user, mark it as a Read-Only field in the SFM page layout.
What do I need to do to get new picklist values displayed in the SFM Delivery screen?
Click the button 'Clear ServiceMax Cache' at the top right on the SFM Delivery screen. This is required after doing any data model changes in Salesforce for any object included in an SFM transaction.
How do we calculate SOQLs when SFM Search is Cloned/Created?
SFM search configuration is a powerful tool using which you can create and customize the Search feature. When you create or clone a Search configuration, a definite number of SOQLs get consumed in this operation on save. The details of the SOQL consumption are listed in the table below.
Number of Objects Used in the Search Configuration | #SOQLs (q) | # DMLs (p) |
---|
n | q = (n*5)+5 | p = 5 + 3(n-1) |
3 | 20 | 11 |
2 | 15 | 8 |
1 | 10 | 5 |
| The objects used could be the same or different. The other criteria like the number of Search expressions, number of Display columns, and so on do not contribute explicitly to SOQLs. It is advisable to keep the number of objects used in search configuration under 15. |
How do we calculate SOQLs in SFM Wizards?
Configuration of the SFM wizards consumes some amount of SOQLs when it is cloned or delivered in the Salesforce VF pages. The number of SOQLs completely depends on various factors including the complexity of the Wizards and steps, Expressions used, and so on. There is a generic formula that can be applied on SFM Wizards, to calculate the SOQLs consumed in various contexts considering various factors that drive the SOQL number.
Loading SFM Wizard (inline VF) on opening a record: When you load a Salesforce VF page that has the SFM Wizard VF component placed in it, some # of SOQLs is required to load the SFM Wizard and its step. Considering the number of active wizards assigned to the logged-in user's profile, all these are iterated to find out those wizards that meet the Qualification Criteria on the record and then load only those on the page. The following table describes the calculation to determine the number of SOQLs consume:
Number of Objects Used in the Search Configuration | #SOQLs (q) | # DMLs (p) |
---|
n | q = (n*5)+5 | p = 5 + 3(n-1) |
3 | 20 | 11 |
2 | 15 | 8 |