Configuring Appointment View
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It is recommended to use the ServiceMax Mobile Console for configuring the appointment view.
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Administrators can configure the Appointment View, which is seen by the technician in Go App. The administrator needs to configure a group of settings. Using the group of settings, the administrator can configure the fields to be displayed on the Appointment View. The administrator can configure up to four custom fields and choose to hide the existing four default fields.
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• The custom settings are supported only on Tablets and Phones and not supported on Windows devices.
• The custom settings can be configured either for Salesforce Events or ServiceMax Events. The settings cannot be configured for both events at the same time.
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For more information related to other custom settings used in ServiceMax Go app, see Custom Settings in ServiceMax Go.
Key Points to Note When Configuring Appointment View
• Any field on the Salesforce Event or ServiceMax Event object is supported.
• ServiceMax default fields are specified in the Data Dictionary. For more information, see ServiceMax Event.
• Syntax to define custom field values for ServiceMax and Salesforce Events are:
Field: <Field API name>
Lookup Field: <Look up field>.<Field API name>
• Sample valid custom field values for a ServiceMax Event are:
◦ SVMXC__StartDateTime__c
◦ LastModifiedById
◦ SVMXC__Service_Order__c.SVMXC__Auto_Entitlement_Status__c
◦ SVMXC__Service_Order__c.SVMXC__Product__c
• Sample valid custom field text values for a Salesforce Event are:
◦ StartDateTime
◦ LastModifiedById
◦ WhatId.SVMXC__Auto_Entitlement_Status__c
◦ WhatId.SVMXC__Product__c
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The lookup field for Work Order on Salesforce Event is WhatId and on ServiceMax Event is SVMXC__Service_Order__c.
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Lookup and Non-lookup fields for ServiceMax Events are:
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Lookup Fields
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Non-lookup Fields
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CreatedById LastModifiedById OwnerId SVMXC__Service_Order__c SVMXC__Service_Team__c SVMXC__Technician__c
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CreatedDate
LastModifiedDate
Name
SVMXC__Description__c
SVMXC__SM_Appointment_Status__c
SVMXC__SM_Latitude__c
SVMXC__SM_Longitude__c
SVMXC__SM_Status__c
SVMXC__Service_Duration__c
SVMXC__WhatId__c
SVMXC__WhoId__c
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Lookup and Non-lookup fields for Salesforce Events are:
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Lookup Fields
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Non-lookup Fields
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AccountId CreatedById LastModifiedById OwnerId WhatId WhoId
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CreatedDate
LastModifiedDate
SVMXC__Break_Time_Total__c
SVMXC__Driving_Time_Home__c
SVMXC__Driving_Time__c
SVMXC__Overhead_Time_After__c
SVMXC__Overhead_Time_Before__c
SVMXC__SM_Latitude__c
SVMXC__SM_Longitude__c
SVMXC__SM_Status__c
StartDateTime
Subject
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To create custom settings
1. Go to ServiceMax Setup > App Administration > Settings.
2. Select Module: ServiceMax iPad; SubModule: Calendar.
3. Go to the Custom Setting section and click New Setting to create the following custom settings.
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Setting ID (*)
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Setting Name(*)
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Data Type
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Values
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Search Order
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Default
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APPT_HIDE_SB_APPT_STATUS
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Hide SB Status Picklist
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Boolean
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True, False
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Group, Global
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False
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APPT_HIDE_WORK_ORDER_NUMBER
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Hide Work Order Number Field
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Boolean
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True, False
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Group, Global
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False
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APPT_HIDE_EVENT
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Hide Event Field
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Boolean
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True, False
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Group, Global
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False
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APPT_HIDE_CONTACT
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Hide Contact Field
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Boolean
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True, False
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Group, Global
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False
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APPT_DISPLAY_FIELD_1
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Display Field 1
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Text
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Object_1_API.Field_API_Name1
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Group, Global
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-
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APPT_DISPLAY_FIELD_2
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Display Field 2
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Text
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Object_2_API.Field_API_Name2
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Group, Global
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-
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APPT_DISPLAY_FIELD_3
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Display Field 3
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Text
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Object_3_API.Field_API_Name3
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Group, Global
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-
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APPT_DISPLAY_FIELD_4
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Display Field 4
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Text
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Object_4_API.Field_API_Name4
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Group, Global
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-
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4. Go to ServiceMax Setup > App Administration > Configuration Profiles.
5. Select the group profile for which you want to apply the settings.
6. Select Module: ServiceMax iPad; SubModule: Calendar.
7. Select values for each of the settings.
◦ Select True for the setting, if you want to hide the default fields.
◦ Specify the custom fields to be displayed, if you want to display the fields.
Example
After you configure the following custom settings, the View Appointment screen is displayed.
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Setting ID
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Settings Name
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Value
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APPT_DISPLAY_FIELD_1
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Display Field 1
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SVMXC__Technician__c
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APPT_DISPLAY_FIELD_2
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Display Field 2
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SVMXC__Service_Team__c
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APPT_DISPLAY_FIELD_3
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Display Field 3
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ServiceMax Event: SVMXC__Service_Order__c.Service_Contract_Flag__c
Salesforce Event: WhatId.Service_Contract_Flag__c
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APPT_DISPLAY_FIELD_4
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Display Field 4
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ServiceMax Event: SVMXC__Service_Order__c.SVMXC__Service_Contract__c
Salesforce Event: WhatId.SVMXC__Service_Contract__c
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APPT_HIDE_CONTACT
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Hide Contact
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FALSE
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APPT_HIDE_EVENT
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Hide Event
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FALSE
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APPT_HIDE_SB_APPT_STATUS
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Hide Appointment Status
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TRUE
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APPT_HIDE_WORK_ORDER_NUMBER
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Hide WO
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FALSE
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