Creating an Event Hover Rule
To create an event hover rule:
1. In the Event Hover Rules screen, click New Rule.
2. Enter Rule Name.
Ensure that the rule name is readable and indicates the purpose of the hover rule. For example, Critical Work Orders.
3. Enter a detailed description of the rule.
4. Using the combination of Work Order field name, operator and value, enter the criteria for each rule. Make sure the criteria are exclusive between each rule. Use the buttons marked with x and + to remove and add conditions respectively. If required, use the Advanced Expression to enter conditions such as (1 AND 2) OR 3.
5. Select the relevant Work Order fields from the list on the left and move them to the right. Use the Up and Down buttons to set the display order of the selected fields in the hover.
6. Click Save.
7. To dictate the sequence in which these rules are processed, click Rule Sequence. In the Event Hover Rule Sequence screen, arrange the rules as needed.
| The first matching rule in the list will be applied. If you have hierarchical rules, you must keep the most granular rules at the top. For example, if Rule1 uses City only, and Rule2 uses Zip and City, Rule2 must be moved before Rule1. Otherwise, Rule2 will never be considered for determining the event hover text. |
8. Click Back To Setup Home to return to the ServiceMax Setup home page.
| Fields from some standard objects such as Cases and Opportunities are available for use in event hover rules only if allowed by your ServiceMax license. Check the ServiceMax Setup Home page to know the type of license used by your organization. |