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Configuration item
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Dependent Item
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SFM Transactions
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• SFM Expressions
• SFM Mappings: Field and Value maps
• Source Object Updates
• Page Layouts with Lookup Configurations
• SFM Data Validation Rules
• SFM Formulas
• Advanced Options:
◦ Attachment configuration
◦ Field Sets
◦ Linked Process (the SFM Transaction configured as the linked process will also get migrated automatically)
◦ Multi-Source Configuration (the SFM Transaction configured as the sub-process will also get migrated automatically)
◦ Sorting
◦ Translations loaded using ServiceMax Translation Workbench for all supported languages
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SFM Wizards
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• Wizard Steps, including any associated custom SFM Transactions (including Output Documents), SFM Custom Actions, and custom Inventory processes
• Criteria to show a Wizard / enable a Wizard Step
• In addition to the selected wizard for migration, if there are handover-related configurations, then the dependent wizard is also migrated.
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ServiceMax Configuration Profiles
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• Standard modules, submodules and settings
• Custom Modules, submodules and settings
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Mobile Configurations
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• Download criteria: Objects, their ownership and filtering expressions
• Synchronization settings and Other settings
• Advanced Download criteria
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SFM Mobile Permissions
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Assigned SFM View and Standalone create processes
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PM Process
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• SFM Expressions
• SFM Mappings: Field Maps
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SPM
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• SFM Expressions
• SFM Mappings: Field Maps
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Timesheet
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• SFM Expressions
• SFM Mappings: Field Maps
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Checklists
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• SFM Expressions
• SFM Mappings: Field and Value maps
• Question Bank
• Source Object Updates
• Page Layouts
• Data Validation Rules
• Entry Criteria
• Exit Criteria
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Field Inventory
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Associated Inventory Processes
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Installed Base App setup
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• SFM Transactions
• SFM search
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Skill Match Rules
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Skills
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Dispatch Processes
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Territories
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PM Plan Templates
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Task Templates
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SLA Terms
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• Business Hours
• Services
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Territory Match Rules
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Territories
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