Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Multi-Factor Authentication
|
✔
|
✔
|
✔
|
SSO
|
✔
|
✔
|
✔
|
Greater than one Custom Host
|
✔
|
✔
|
✔
|
Configure Settings with a QR code or deep link
|
✔
|
✔
|
✔
|
Auto Sign Out
|
✔
|
✔
|
✔
|
Platform-specific web interface
|
✔
|
✔
|
✔
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Agenda View
|
✔
|
✔
|
✔
|
Day View
|
✔
|
✔
|
✔
|
Map View
|
✔
|
✔
|
Planned
|
Month View
|
N/A
|
Planned
|
Planned
|
Week View
|
N/A
|
✔
|
✔
|
Create Admin Event
|
✔
|
✔
|
✔
|
Drag and Drop Rescheduling
|
✔
|
✔
|
✔
|
Travel Time (Before Event)
|
✔
|
✔
|
✔
|
Travel Time (After Event)
|
✔
|
✔
|
✔
|
Work Order Summary
|
N/A
|
N/A
|
N/A
|
Appointment Detail
|
✔
|
✔
|
✔
|
Configurable Work Order Summary
|
N/A
|
N/A
|
N/A
|
Appointment Detail screen as configured in Mobile Console
|
✔
|
✔
|
✔
|
Event Color Coding (Priority)
|
✔
|
✔
|
✔
|
Event Color Coding (Rules in Mobile Console)
|
✔
|
✔
|
✔
|
All Day Events
|
✔
|
✔
|
✔
|
Multi-Day Events
|
✔
|
✔
|
✔
|
Event Title and Description as configured in Mobile Console
|
✔
|
✔
|
✔
|
Event Download Criteria
|
✔
|
✔
|
✔
|
Appointment status transition as configured in Mobile Console
|
✔
|
✔
|
✔
|
Extended Event Window
|
✔
|
✔
|
✔
|
Configurable Edit Event (Drag and drop is also supported)
|
✔
|
✔
|
✔
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
View Tasks
|
N/A
|
N/A
|
N/A
|
Create Tasks
|
N/A
|
N/A
|
N/A
|
Edit Tasks
|
N/A
|
N/A
|
N/A
|
Delete Tasks
|
N/A
|
N/A
|
N/A
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Current Location Indicator
|
✔
|
✔
|
Planned
|
View Route for the Day's Appointments
|
✔
|
✔
|
Planned
|
Pin
|
✔
|
✔
|
✔
|
Plot Home Location
|
✔
|
✔
|
✔
|
Get Directions
|
✔
|
✔
|
✔
|
Work Order Details
|
✔
|
✔
|
Planned
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Maximum No. of Records
|
50
|
50
|
50
|
Grouped by Object
|
Planned
|
Planned
|
Planned
|
Recently created
|
Planned
|
Planned
|
Planned
|
Recently viewed
|
Planned
|
Planned
|
Planned
|
Recently updated
|
Planned
|
Planned
|
Planned
|
Sorting List
|
Planned
|
Planned
|
Planned
|
Search List
|
Planned
|
Planned
|
Planned
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Include online results
|
✔
|
✔
|
✔
|
Remember Include Online Results
|
✔
|
✔
|
✔
|
Search and filter results
|
✔
|
✔
|
✔
|
Sort Results
|
✔
|
✔
|
✔
|
Card View
|
✔
|
N/A
|
N/A
|
Map View
|
✔
|
✔
|
N/A
|
Download on Demand
|
✔
|
✔
|
✔
|
Selectable Search Operator (Contains, etc)
|
✔
|
✔
|
✔
|
Max Search Results
|
2000
|
2000
|
2000
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Sync Gateway Support
|
✔
|
✔
|
✔
|
Manual data sync
|
✔
|
✔
|
✔
|
Schedule data sync
|
✔
|
✔
|
✔
|
Aggressive data sync
|
✔
|
✔
|
✔
|
Smart sync
|
✔
|
✔
|
✔
|
Sync Conflict Resolution
|
✔
|
✔
|
✔
|
Background sync
|
✔
|
✔
|
Planned
|
Configuration sync
|
✔
|
✔
|
✔
|
Data purge
|
✔
|
✔
|
✔
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Apple Push Notification Service
|
✔
|
✔
|
N/A
|
Google Cloud Messaging/Firebase Messaging
|
✔
|
✔
|
N/A
|
WNS Push Notification (Windows)
|
N/A
|
N/A
|
✔
|
Background Data Download
|
✔
|
✔
|
Planned
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
URL
|
✔
|
✔
|
✔
|
App-to-App (Outbound)
|
✔
|
✔
|
✔
|
App-to-App (Inbound SFM Header)
|
✔
|
✔
|
✔
|
App-to-App (Inbound SFM Child Lines)
|
Planned
|
Planned
|
Planned
|
Web Service
|
✔
|
✔
|
✔
|
Mobile Activity Space
|
✔
|
✔
|
✔
|
Email
|
✔
|
✔
|
✔
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Data Validation Rules
|
✔
|
✔
|
✔
|
Formulas
|
✔
|
✔
|
✔
|
Quick Save
|
N/A
|
N/A
|
N/A
|
Additional Mapping in Field Maps
|
N/A
|
N/A
|
N/A
|
Display Help Bubble
|
N/A
|
N/A
|
N/A
|
Themes
|
N/A
|
N/A
|
N/A
|
Sync on Save
|
✔
|
✔
|
✔
|
Sy
nc on Submit
|
✔
|
✔
|
✔
|
Sync on Finalize
|
✔
|
✔
|
✔
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Source to Target (All)
|
✔
|
✔
|
✔
|
Source to Target (Child)
|
✔
|
✔
|
✔
|
Standalone Create/Edit
|
✔
|
✔
|
✔
|
Output Docs
|
✔
|
✔
|
✔
|
Checklist (Specific functions are broken down in the Checklist section)
|
✔
|
✔
|
✔
|
View Process (Header and Child)
|
✔
|
✔
|
✔
|
Linked SFM
|
✔
|
✔
|
✔
|
Source Object Update
|
✔
|
✔
|
✔
|
Target Object Update
|
✔
|
✔
|
✔
|
Background mode execution
|
✔
|
✔
|
✔
|
Handover
|
Planned
|
Planned
|
Planned
|
Multi-Source
|
Planned
|
Planned
|
Planned
|
Smart Sync
|
✔
|
✔
|
✔
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Allow New
|
✔
|
✔
|
✔
|
Allow Delete
|
✔
|
✔
|
✔
|
Allow Zero Line
|
✔
|
✔
|
✔
|
Allow Multi Add
|
✔
|
✔
|
✔
|
Extended Edit
|
✔
|
✔
|
✔
|
Interactive Sorting
|
N/A
|
N/A
|
✔
|
Attachments (Documents)
|
✔
|
✔
|
✔
|
Attachments (Images and Videos)
|
✔
|
✔
|
✔
|
Search
|
✔
|
✔
|
✔
|
Card View
|
✔
|
✔
|
N/A
|
Copy Child-Line
|
✔
|
✔
|
✔
|
Batch Update
|
✔
|
✔
|
Planned
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Download attachments on demand
|
✔
|
✔
|
✔
|
Upload photos and videos
|
✔
|
✔
|
✔
|
Upload documents
|
✔
|
✔
|
✔
|
Delete Photos and Videos
|
✔
|
✔
|
✔
|
Delete Document
|
✔
|
✔
|
✔
|
In-app file viewer
|
✔
|
✔
|
✔
|
Salesforce Files
|
✔
|
✔
|
✔
|
Output Document versioning (with Files)
|
✔
|
✔
|
✔
|
Configurable Image Compression
|
✔
|
✔
|
✔
|
Upload multiple photos and videos
|
✔
|
✔
|
✔
|
Upl
oad multiple documents
|
✔
|
✔
|
✔
|
Upload attachments on child records
|
✔
|
✔
|
✔
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Dependent picklists
|
✔
|
✔
|
✔
|
Record type-based picklists
|
✔
|
✔
|
✔
|
Multi-select picklists
|
✔
|
✔
|
✔
|
Dependent Multi-select picklists
|
Planned
|
Planned
|
Planned
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Basic Filter (Pre-filter)
|
✔
|
✔
|
✔
|
Advanced Filters
|
✔
|
✔
|
✔
|
Include Online Results
|
✔
|
✔
|
✔
|
Remember Include Online Results
|
✔
|
✔
|
✔
|
Lookup Context
|
✔
|
✔
|
✔
|
Lookup Form-fill
|
✔
|
✔
|
✔
|
Override Lookup Context
|
✔
|
✔
|
✔
|
User Trunk in Advanced Filter
|
✔
|
✔
|
✔
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
After Add Record
|
✔
|
✔
|
✔
|
After Save/Insert
|
✔
|
✔
|
✔
|
After Save/Update
|
✖
|
✖
|
✖
|
Before Save/Insert
|
✔
|
✔
|
✔
|
Custom Button
|
✔
|
✔
|
✔
|
Field Change
|
✔
|
✔
|
✔
|
Field Exit
|
✔
|
✔
|
✔
|
Page Load
|
✔
|
✔
|
✔
|
|
For more information about custom Javascript code snippet support, see Custom Code Snippet Support.
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
$db API
|
✔
|
✔
|
✔
|
$env API
|
✔
|
✔
|
✔
|
$event API
|
✔
|
✔
|
✔
|
$response API
|
✔
|
✔
|
✔
|
$sfm_records API
|
✔
|
✔
|
✔
|
$sfm_records.setFieldValue API
|
✔
|
✔
|
✔
|
$sfm_records.getPicklistValues API
|
✔
|
✔
|
✔
|
$env.userLanguage API
|
✔
|
✔
|
✔
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
After Add Record
|
N/A
|
N/A
|
N/A
|
After Save/Insert
|
N/A
|
N/A
|
N/A
|
After Save/Update
|
N/A
|
N/A
|
N/A
|
Before Save/Insert
|
N/A
|
N/A
|
N/A
|
Before Save/Update
|
N/A
|
N/A
|
N/A
|
Custom Button
|
N/A
|
N/A
|
N/A
|
Field Change
|
N/A
|
N/A
|
N/A
|
Field Exit
|
N/A
|
N/A
|
N/A
|
Page Load
|
N/A
|
N/A
|
N/A
|
|
Apex Web Services executed within SFM transactions are not currently planned to be supported in Go. Apex Web Services can be called from a Custom Action SFM with a dedicated UI.
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Today, Tomorrow, Yesterday, Now
|
✔
|
✔
|
✔
|
SVMX.USERTRUNK in value mapping
|
✔
|
✔
|
✔
|
SVMX.USERTRUNK in advanced lookup filters
|
✔
|
✔
|
✔
|
SVMX.CURRENTUSERID in value maps
|
✔
|
✔
|
✔
|
SVMX.CURRENTRECORD
|
✔
|
✔
|
✔
|
SVMX.CURRENTUSERRECORD
|
✔
|
✔
|
✔
|
SVMX.CURRENTRECORDHEADER
|
✔
|
✔
|
✔
|
SVMX.OWNER
|
✔
|
✔
|
✔
|
SVMX.UserName
|
✔
|
✔
|
✔
|
SVMX.ProductIQWorkOrderID
|
N/A
|
N/A
|
N/A
|
Geolocation.Latitude, Geolocation.Longitude, Geolocation.Accuracy
|
✔
|
✔
|
✔
|
Last N Days, Next N Days (New literals with New Designer)
|
✔
|
✔
|
✔
|
SVMX.TechnicianUser
|
✔
|
✔
|
✔
|
SVMX.SETNULL
|
✖
|
✖
|
✖
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Create and Edit the Checklist
|
✔
|
✔
|
✔
|
Section Based Navigation
|
✔
|
✔
|
✔
|
SVMX.USERTRUNK in advanced lookup filters
|
✔
|
✔
|
✔
|
Section Jump (Dynamic Branching)
|
✔
|
✔
|
✔
|
Update Source Object Record Based on Checklist Answers
|
✔
|
✔
|
✔
|
Default Checklist Answers
|
✔
|
✔
|
✔
|
Pre-fill with Work Order field values
|
✔
|
✔
|
✔
|
Checklist Attachments Download on Demand
|
✔
|
✔
|
✔
|
Help URL
|
✔
|
✔
|
✔
|
Data Validation Rules
|
✔
|
✔
|
✔
|
Checklists in Smart Docs
|
✔
|
✔
|
✔
|
Image Compression Setting
|
✔
|
✔
|
✔
|
Smart Sync
|
✔
|
✔
|
✔
|
Skip Printing Unanswered Questions
|
✔
|
✔
|
✔
|
Sync on Submit
|
✔
|
✔
|
✔
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Output Doc Transaction
|
✔
|
✔
|
✔
|
Signature Capture
|
✔
|
✔
|
✔
|
Signature Water Mark
|
✔
|
✔
|
✔
|
Offline Output Document Generation
|
✔
|
✔
|
✔
|
Configurable File Name of Output Document
|
✔
|
✔
|
✔
|
Generate Output Document on Salesforce*
|
✔
|
✔
|
✔
|
Template Selection
|
Planned
|
Planned
|
Planned
|
Smart Sync
|
✔
|
✔
|
✔
|
|
* - Preview of the Generated Service Report can be viewed offline. The generation of the PDF is on Salesforce.
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Purge
|
✔
|
✔
|
✔
|
Scheduled Purge
|
Planned
|
Planned
|
Planned
|
Push Logs
|
N/A
|
N/A
|
N/A
|
Service Report Sync Status
|
N/A
|
N/A
|
N/A
|
Reset App
|
✔
|
✔
|
✔
|
Sign out
|
✔
|
✔
|
✔
|
Data Access API
|
N/A
|
N/A
|
N/A
|
Send App Logs via Email
|
✔
|
✔
|
✔
|
Enable Debug Mode (use with Chrome/xCode)
|
Planned
|
Planned
|
Planned
|
Configuration Management in ServiceMax Mobile Console
|
✔
|
✔
|
✔
|
Check the app version during login
|
✔
|
✔
|
✔
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Standard Get Price (Interactive)
|
✔
|
✔
|
✔
|
Offline Get Price
|
✔
|
✔
|
✔
|
Calculate Price without Entitlement Check
|
N/A
|
N/A
|
N/A
|
After Add Record
|
✔
|
✔
|
✔
|
After Save/Update
|
Planned
|
Planned
|
Planned
|
Before Save/Update
|
✔
|
✔
|
✔
|
Custom Button
|
✔
|
✔
|
✔
|
On-Field Change
|
✔
|
✔
|
✔
|
On-Field Exit
|
✔
|
✔
|
✔
|
On-Page Load
|
✔
|
✔
|
✔
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Chatter Integration
|
N/A
|
N/A
|
N/A
|
Knowledgebase Articles (documents and files)
|
✔
|
✔
|
✔
|
Product Manual (documents and files)
|
Planned
|
Planned
|
Planned
|
Installed Product History
|
✔
|
✔
|
Planned
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Location History (GPS User Log)
|
✔
|
✔
|
✔
|
On-Demand Location Query
|
✔
|
✔
|
✔
|
Background Location Tracking
|
✔
|
✔
|
✔
|
Pause Location Tracking
|
✔
|
✔
|
✔
|
Live Location Updates
|
Planned
|
Planned
|
Planned
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Location (Geofence) Service
|
✔
|
✔
|
Planned
|
Remote Push Notification
|
✔
|
✔
|
✔
|
Local Notification
|
✔
|
✔
|
Planned
|
SMS Service
|
✔
|
✔
|
Planned
|
Email Service
|
Planned
|
Planned
|
Planned
|
Zinc Message Service
|
✔
|
✔
|
Planned
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Take Photos and Videos
|
✔
|
✔
|
✔
|
Attach Documents (File Explorer)
|
✔
|
✔
|
✔
|
Barcode Scanner
|
✔
|
✔
|
✔
|
Flashlight
|
✔
|
✔
|
Planned
|
Location
|
✔
|
✔
|
✔
|
Notifications
|
✔
|
✔
|
✔
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Installed Base View
|
✔
|
✔
|
✔
|
Installed Base Search
|
Planned
|
Planned
|
Planned
|
Record Detail
|
✔
|
✔
|
✔
|
Technical Attributes
|
✔
|
✔
|
✔
|
Attachments and Files
|
✔
|
✔
|
✔
|
Location Download on Demand
|
✔
|
✔
|
✔
|
Installed Product Download on Demand
|
✔
|
✔
|
✔
|
Drag and Drop
|
✖
|
✖
|
✖
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
My Stock
|
✔
|
✔
|
Planned
|
View Parts Catalog
|
✔
|
✔
|
Planned
|
Transfer Parts to Technician
|
✔
|
✔
|
Planned
|
Locate Parts
|
✔
|
✔
|
Planned
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Create/Edit/Delete Non-Work Order Time Entries using standard UI
|
✔
|
✔
|
✔
|
Create/Edit/Delete Non-Work Order Time Entries using SFM
|
✔
|
✔
|
✔
|
View Work Order Time Entries
|
✔
|
✔
|
✔
|
Review and Submit Timesheet
|
✔
|
✔
|
✔
|
Customize color for Work Order and Non-Work Order Time Entries
|
✔
|
✔
|
✔
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Update Appointment status (Service Board)
|
✔
|
✔
|
✔
|
View Crew Information (Service Board)
|
✔
|
✔
|
Planned
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Embedded Zinc
|
✔
|
✔
|
Planned
|
Zinc Integration
|
✔
|
✔
|
✔
|
Zinc Broadcast
|
✔
|
✔
|
Planned
|
Features
|
iOS and Android Phones
|
iOS and Android Tablet
|
Windows
|
---|---|---|---|
Configure App Navigation tab bar icons
|
✔
|
✔
|
Planned
|
Notification center
|
✔
|
✔
|
✔
|
Time field
|
Planned
|
Planned
|
Planned
|
Real-time location tracking of Appointment Details with Engage
|
✔
|
✔
|
✖
|