SFM Wizards

Using SFM Wizards the ServiceMax admins can assemble various Service Flow steps to enable wizard-based guided execution of business processes.

SFM wizards can be configured to become available on any Salesforce record based on the business process context of each record. For example, all the steps related to the Preventive Maintenance business process can be represented as a wizard on the Work Order object and can be made available only for PM Work Orders. Multiple wizards can be configured for each object. In addition to enabling/disabling a wizard, specific steps within the wizard can be allowed or disallowed based on the state of the record. For example, users can be allowed to perform the Close Work Order step only if the Work Order is open.

Access and Permissions

The following table lists the permission required for various actions.

Actions	User Permissions Needed
To view SFM Wizard	"Read" on ServiceMax Processes, ServiceMax Config Data
To create or edit SFM Wizard	"Create" and "Update" on ServiceMax Processes and ServiceMax Config Data
To delete SFM Custom Wizard	"Delete" on ServiceMax Processes and ServiceMax Config Data

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