Editing a Solution Applicability
You can edit an existing Solution Applicability to update its associated products, product lines, product families, or custom fields.
To edit a Solution Applicability:
1. Click the App Launcher, type Solution Applicabilities in the search bar, and select it from the results.
The Solution Applicabilities page is displayed. The list view provides key details for each record, including record number, product, product line, product family, and solution.
2. In the list view, select the record number in the Record Number column to edit the relevant Solution Applicability.
The selected Solution Applicability record page is displayed.
3. Click Edit.
The Edit Solution Applicability pop-up window is displayed.
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You can edit a Solution Applicability in several ways:
• Inline editing from the record page: On the Details tab, click the pencil icons next to Product, Product Line, or Product Family to update them directly.
• From the list view: On the Solution Applicabilities page, click the More Actions menu next to the record number and select Edit.
• From a specific solution: Go to ServiceMax Setup > Investigations > Manage Solutions, select the solution, open the Related tab, locate the Solution Applicabilities section, click the More Actions menu, and select Edit.
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4. Update the necessary fields, such as Product, Product Line, Product Family, or any custom fields.
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• The Record Number and Solution fields cannot be edited. Record Number is system-generated, and the Solution field becomes read-only after an solution is linked to the Solution Applicability.
• When editing a Solution Applicability, make sure only one of the following fields is populated: Product Family, Product, Product Line, or Custom Field. If more than one field is populated, the system displays an error.
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5. Select the Active checkbox to enable the Solution Applicability for service processes and applicability matching or clear it to disable the record so it is not used or displayed during service processes.
You can view the Created By and Last Modified By information, including the date and time, on the Solution Applicability record page as well as in the Edit Solution Applicability pop-up window.
6. Click Save to apply your changes or Cancel to discard them.