Advanced Download Criteria tab
This tab is displayed only when you want to add/edit a configuration. In this tab, you can configure advanced download criteria for required objects, wherein the main object’s records are related to another object’s records, through one or two levels of reference. The top-level reference records must be scheduled in the event window configured in Synchronization Settings tab.
Records matching the advanced download criteria are downloaded to mobile apps, for the top-level reference records related to events in the configured event window only.
If there are no events for top-level reference records (for instance records downloaded through Download Criteria configuration), advanced download criteria records are not downloaded.
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The top-level reference object is not limited to Work Order. It can be any object such as Parts Order, Installed Product, Parts Request, or any other standard or custom object. The only requirement is that events must exist in the event window for the records of these objects.
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Salesforce standard & custom objects can be configured, and master & detail objects can be configured. Child records and records of lookup fields of the matched records are not downloaded.
Advanced Download Criteria is the only way to configure downloading of Attachments. This configuration is required for downloading Smart Documents also. Smart Docs (Output Docs) refer to service reports finalized and synchronized to server, and converted from HTML to PDF and attached to the parent record.
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- This configuration is only for downloading attachments. To view, upload, and delete attachments (including Smart Documents created in the client), Attachments option has to be enabled in the Advanced Options tab of SFM Designer for the required SFM transactions.
- To know more about what gets downloaded through Advanced Download Criteria , see Scope of Downloaded Data.
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Following are the steps to configure advanced download criteria for any object, for both one and two level references:
1. Select the required object. The object picklist in this tab includes only those objects which are included as source or target objects in at least one SFM transaction. Additionally, it includes Attachment object. Price Book and Service Pricebook will not be listed.
2. Set Ownership Type to My Records if appropriate. All Records is the default option. It is the only option for objects that do not have Owner Id field.
3. Specify a filter condition for the object, using one of the following options:
◦ Select any existing expression from Advanced Download Criteria picklist.
◦ After selecting, you can click the Edit link in the last Download Criteria column to view / edit the selected expression. Any edits you make to an expression here will apply in any other ServiceMax group profile’s Mobile Configuration, where the same expression is used.
◦ Click the Add link to create a new named expression.
Expression Id must be unique and at least 8 characters long. Define an expression row for a lookup field, with one or two-level reference, as illustrated below. See section Literals in Expressions for details of all the supported literals which are some of the SOQL Date literals such as TODAY, LAST_N_DAYS:n, and so on for Date and Datetime fields. Though NOW (or SVMX.NOW) is accepted as a valid literal, it is internally treated as TODAY. Use the English language values for picklist and record type fields. After clicking the Save button above the expression, click the Save button at the top of the Mobile Configuration screen to associate the new expression with Advanced Download Criteria.
4. You can repeat the above steps to add as many entries as you need.
Examples of two-level reference:
1. Downloading of Installed Product records at currently-scheduled Work Orders’ Locations: This is shown in the figure Mobile Configuration: Advanced Download Criteria tab above.
2. Downloading of older Work Order records associated with currently-scheduled Work Orders’ Accounts.
3. Product Stock at logged in technician’s trunk stock (configuration equivalent to the use of SVMX.USERTRUNK literal in Download Criteria tab) – works only when there is an event configured for the technician’s inventory location, within the defined event window:
Examples of one-level reference:
1. Downloading of Account records associated with currently-scheduled Work Orders
2. Downloading of Attachments associated with currently-scheduled Work Orders
