Not all the fields defined on an object are required by the technician when viewing a record. Also, he might need to see a different set of fields based on the values of some fields in the record. As an admin, you can configure the set of fields that should be shown when a record is viewed, using the Service Flow Manager (SFM) framework's SFM Transaction & Docs Designer and defining SFM transactions of type to view a header record with/without its child records (also known as View Process).

You can also configure if/which child records should be displayed in a header record view process. Other available configuration options include the display of the Attachments tab, the SLA Clock section for Case & Work Order objects, Account History, Product History, and Troubleshooting for the Work Order object.

If you want to limit certain view processes to certain sets of technicians (identified by the technicians' Salesforce profile), you can assign them to the associated ServiceMax group profile. Unassigned view processes are available to all technicians. Refer to the SFM Mobile Permissions section for more details.

View processes are invoked when a record is accessed from a calendar event, search results screen, or from a hyperlink in another view process screen (for instance, launching an account or contact view process from the account hyperlink in a work order view process screen).

Data can be presented as formatted reports using SFM transactions of type to generate an Output Document for a header record with/without its child records (also known as Output Documents / Smart Documents). These transactions can be additionally configured to facilitate the capture of optional and/or mandatory signatures.

These reports are invoked similar to how SFM transactions that enable editing are invoked. So, the related configuration is similar and is covered in the next section.