A Linked Process / Linked SFM provides a method for connecting two SFM transactions, wherein a secondary SFM (linked SFM) transaction can be invoked from the child (lines section) records of the primary SFM. This is illustrated below:

For example, consider a location-based work order, which is used to track servicing of multiple products. With such a work order, debrief details such as parts and labor need to be captured for each of the products serviced. Having a linked SFM process allows parts and labor work details to be captured using the secondary SFM, for each product serviced work detail as it is added/updated using the primary SFM. This enables seamless execution of the complete business flow using two related SFM transactions.

In essence, linked processes allow secondary related actions to be carried out, without leaving the SFM Delivery screen. The Linked SFM feature is useful when it is required to switch back and forth between two related SFM transactions for efficient business flow.

This following sections describe in detail the sample business use case addressed by the standard linked SFM transaction (supported OOTB by ServiceMax). It also provides a detailed explanation of its context and usage.