Viewing Records Using View SFM
Android and iOS
You can view records if the administrator configures an SFM View Process using SFM Mobile Permissions. It displays a Salesforce record with its child records. You can launch a View Process for a record using any one of the following steps:
• Tap a Work Order event in Day View.
• Tap the Actions menu and tap any View Process displayed at the bottom of the menu.
• Tap an SFM Search result record in the Explore screen.
• Tap another View Process in the Actions menu for the same record from a View Process screen.
• Tap a lookup field value in any record displayed as a link. The record downloads, and you can view it as and when you are working on it or when required.
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• The lookup field values are highlighted with blue text.
• A record can have more than one type of view. If a text field's value is too long to display in the View Process screen, More is displayed at the end of the partially displayed value. Tap More to view the complete value.
• The Go app does not support rich text on an Edit SFM screen. You can only view it even if rich text is configured for the Edit SFM screen.
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Windows
You can view records if the administrator configures an SFM View Process using SFM Mobile Permissions. It displays a Salesforce record, with or without its child records. You can also perform additional actions on the child records.
You can launch a View Process for a record using any one of the following steps:
• Click a Work Order event in Day View to open a View process.
• Click Actions to switch to another View process.
• Click an SFM Search result record on the Explore screen to open a View process.
• Click a lookup field value in any record displayed as a hyperlink. The record downloads, and you can view the record as and when you are working on it or when required.
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The lookup field values are highlighted with blue text.
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• Click the Work Order or Event hyperlink available on a record to open the View process for that record.
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• You can view the formatted rich text on the View SFM screen. The Go app does not support rich text on an Edit SFM screen. You can only view it even if rich text is configured for the Edit SFM screen.
• If there is no matching View Process, the No view process available for the logged-in user message is displayed.
• If the record does not qualify for the View Process, This record does not meet the qualification criteria for this SFM Transaction message is displayed.
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