Linked SFM
Android and iOS
Linked SFM processes allow you to invoke another SFM process for a child line, from within an SFM process. It is useful to switch back and forth between two related SFM transactions for efficient business flow. If a child line has Linked SFM processes configured, you can invoke the Linked SFM option for each child line record. For more information about how to configure Linked SFM, see Configure Linked SFM.
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When you edit a record that has access to a linked SFM, the Save button is always enabled, even when no changes are yet made to the record.
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To launch the linked SFM
1. Open a Work Order record in Edit mode.
2. Go to the child line section, such as Parts, Labor, and so on.
3. Right-click or long-press the child line record for the context menu options to be displayed. All the configured Linked SFM processes are displayed under the MORE section.
4. Click the required Linked SFM to launch it and add details and click Save.
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When you make changes to the Linked SFM process and click Save, the records are saved and the control goes back to the primary SFM transaction in edit mode.
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5. Add or Edit the child lines on the primary SFM transaction and click Save.
Windows
The Linked SFM processes allow you to invoke another SFM process for a childline within an SFM process. It is useful to switch back and forth between the two related SFM transactions for efficient business flow. If a childline has Linked SFM processes configured, you can invoke the Linked SFM option for each child line record.
For more information about how to configure Linked SFM, see Configure Linked SFM.
To launch the linked SFM:
1. Open a Work Order record in Edit SFM process.
2. Go to the childline section, such as Parts, Labor.
3. Right-click or long press to display the context menu options. The configured Linked SFM processes are displayed under the MORE section.
4. Click the required Linked SFM to launch and enter values.
| | When you launch the Linked SFM, the changes to the current record are saved automatically. If validation error or error due to mandatory field is encountered in the primary SFM, the linked SFM is not launched. |
5. Click Save. The records are saved, and the screen is redirected to the primary SFM transaction in edit mode.
| | If the linked SFM is a Source to Target SFM, then after Save, it navigates to the view process of the target record. Click the Back button to navigate back to the primary edit SFM. |