Enabling Team Calendar
As an administrator, you can enable the Team Calendar feature from the Mobile Console page.
1. Log in to the org with your valid credentials.
2. Navigate to ServiceMax Setup > Mobile > Mobile Console. The Mobile Console screen is displayed.
3. Click Group Settings Manager, then click Manage Configurations from the drop-down menu of the user profile.
4. Navigate to > . The Team Calendar page is displayed.
5. In the Visibility tab, click the Show Appointments of Team Members toggle.
The Team Events Download Window Starting from Today field is displayed with the default count of 10 days.
6. Increase or decrease the number of future days of events you need to download that are assigned to your team members.
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The selected number of days are the event days starting after today.
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7. Click Save.
A confirmation banner is displayed after successful validation.
Technical Details of Team Calendar
The following list explains the data synchronization of the Go app.
• Configuration & Feature Flags: The app downloads the Team Calendar feature flag and relevant settings, such as the Team Calendar window, which defines how many days into the future to fetch events.
• Team Members: A team member is typically a technician, crew member, or resource that belongs to a Service Team. The app downloads all active team members belonging to the same Service Team as the logged-in user.
◦ Service Team: SVMXC__Service_Group__c (RecordType = Technician, Active = true)
◦ Team Members: SVMXC__Service_Group_Members__c (Active, linked to a Salesforce User in the same Service Team)
• Events:
◦ The app downloads events assigned to the logged-in user and their related work orders, work details, tasks, and objects as configured in Advanced Download Criteria (ADC).
◦ The app downloads events assigned to the user’s Service Team members for a window of the current date time + X days, which is configured in the Mobile Console. For example, if the window is 10 days, then events assigned to the team members and scheduled in the window of the current date time+10 days are downloaded.
◦ Only events within the configured Team Calendar window are fetched for team members.
• User Preferences: The app remembers user preferences such as selected team members, pill order, and color coding till it is re-initialized.
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