SFM Feature vs. Modes Matrix
Some of the configuration aspects of an SFM Transaction do not apply when the transaction is executed in background mode. This section shows which configuration apply in which mode.
SFM Transactions - Types
Feature
Interactive
Background (SFM Wizard)
Scheduled SFM
Checklists
Yes
No
No
Smart Docs
Yes
No
No
On Invoking the SFM Transaction
Feature
Interactive
Background (SFM Wizard)
Scheduled SFM
Apex Web Services
Yes
No
No
Custom SFM Button Functionality
Yes
No
No
Field Map
Yes
Yes
Yes
Field Sets
Yes
Yes
Yes
Java Script Code Snippets
Yes
No
No
Linked SFM Process
Yes
No
No
Qualifying Criteria
Yes
Yes
Yes
ServiceMax Formulas
Yes
No
No
Value Map
Yes
Yes
Yes
When Processing the SFM Transaction
Feature
Interactive
Background (SFM Wizard)
Scheduled SFM
Apex Web Services
Yes
No
No
Enforce Dependent Picklist Value Integrity
Yes
No
No
JavaScript Code Snippets
Yes
No
No
Lookup Form-Fill
Yes
No
No
On Saving the SFM transaction
Feature
Interactive
Background (SFM Wizard)
Scheduled SFM
Apex Web Services
Yes
No
No
Auto-Resolve Lookups
Yes
No
No
Value Map for new child records
Yes
No
No
Value map for existing header record
Yes
No
No
Multi-Source Process
Yes
Yes*
Yes*
Required Field Check
Yes
No
No
ServiceMax Formulas
Yes
No
No
Source Object Update
Yes
Yes
Yes
* Multi-Source Configuration is supported, provided the SFM transaction definition is such that the secondary source is specified through mapping, and does not require user input. This means that standard SFM transactions with Multi-Source Configuration are not supported for execution in the background.
After Executing the SFM Transaction
Feature
Interactive
Background (SFM Wizard)
Scheduled SFM
Handover
Yes
No
No
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