Schedule
When you click Schedule in the Event window, the following validations are applied, and save goes through only if these conditions are satisfied:
Event subject must not be blank and must not be longer than 80 characters.
Estimated Duration field in the corresponding work order should not be blank.
If the event duration equals the sum of all Duration components (Service Duration, Drive Times, Overhead Times, and Break Time).
This happens if the value of global configuration setting SET023 is True.
If the new event does not overlap any existing Work Order event.
This happens if the value of global configuration setting SET025 is Disallow.
If the new event does not overlap any existing non-Work Order event
This happens if the value of global configuration setting SET025 is Disallow and SET028 is False.
If you check All day event, the event created will be saved with All-Day Event checkbox in Salesforce Event/ServiceMax Event record* checked, start date time set to 12:00 AM GMT on the start date, and end date time set to 12:00 AM GMT on the end date.
*Event object used depends on the value of GBL025, and whether Salesforce User is specified in the Technician record or Enable Scheduling is checked in the Technician record.
On successful schedule, the following Work Order fields are updated:
Field
Value if it is a new assignment / Update primary technician is checked
Value if Update primary technician is unchecked
Scheduled Date Time
Event Arrive Time
Event Arrive Time
Dispatch Status
Assigned
Unchanged
Owner
Salesforce User associated with the selected technician, if global configuration setting SET009 is True
Unchanged
Locked By DC
True
True
Driving Time (in Minutes)
Drive Time (Before)
Drive Time (Before)
Service Duration (in Seconds)
Service Time
Service Time
Technician
Selected Technician
Unchanged
Service Team
Selected Technician's Service Team
Unchanged
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