Enabling Output Document Generation on Server
Administrators can choose to use the Salesforce server-side PDF generator to generate PDF files consistent with previous ServiceMax Mobile Apps. The output document is sent to the server for report generation when the technician taps on the Finalize button. The administrators must create a custom setting and enable it.
Key Points to Note
• An active internet connection is required to generate the output document on the server.
• The record is stored in HTML and synchronized with the server in the next incremental sync.
• The PDF on an unsynchronized record can be finalized.
• The generated PDF name supports the SFM Transaction Designer setting for a customized PDF name.
• The logged-in technician should have the Delete permission on files or attachments for the server-generated output document feature to work correctly.
• SFM Literals are supported in the output document. For more information about supported literals, see
SFM Literals.
• If Target Object Update is defined, then it is executed after finalizing the output document.
• If the device is offline, the technician can generate the document locally on the device. The styling of documents generated locally on the device may differ from those generated on the server.
For more information related to other custom settings used in the ServiceMax Go app, see
Custom Settings in ServiceMax Go.
To create a custom setting:
1. Navigate to ServiceMax Setup > App Administration > Settings.
2. Select Module: ServiceMax iPad Client; Submodule: Service Report.
3. Navigate to Custom Settings, and click New Setting to create the following new setting.
◦ Setting Id: SERVER_GEN_PDF
◦ Setting Name: Server Generated PDF
◦ Data Type: Boolean
◦ Setting Type: Group
◦ Search Order: Group, Global
4. Click Save.
To activate the custom setting on the relevant profile:
1. Go to ServiceMax Setup > App Administration > Configuration Profiles.
2. Go to the section Group-wide Configuration Settings, select the relevant profile, and click Edit.
3. Select Module: ServiceMax iPad Client; Submodule: Service Report.
4. Click Edit for the SERVER_GEN_PDF custom setting and set the value to True.
◦ If the boolean value is True, the PDF for Output Document is generated using the Salesforce PDF generator. The server-generated PDF is available on the device for the View SFM that displays documents.
◦ If the boolean value is False, the PDF for Output Document is generated locally on the device.
◦ If the custom setting SERVER_GEN_PDF does not exist, the PDF for Output Document is generated locally on the device.
5. Click Save, click Close.
6. Click Save on the Edit Configuration Profile page.