Configuration item
|
Dependent Item
|
---|---|
SFM Transactions
|
• 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
|
SFM Wizards
|
• 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.
|
ServiceMax Configuration Profiles
|
• Standard modules, submodules and settings
• Custom Modules, submodules and settings
|
Mobile Configurations
|
• Download criteria: Objects, their ownership and filtering expressions
• Synchronization settings and Other settings
• Advanced Download criteria
|
SFM Mobile Permissions
|
Assigned SFM View and Standalone create processes
|
PM Process
|
• SFM Expressions
• SFM Mappings: Field Maps
|
SPM
|
• SFM Expressions
• SFM Mappings: Field Maps
|
Timesheet
|
• SFM Expressions
• SFM Mappings: Field Maps
|
Checklists
|
• SFM Expressions
• SFM Mappings: Field and Value maps
• Question Bank
• Source Object Updates
• Page Layouts
• Data Validation Rules
• Entry Criteria
• Exit Criteria
|
Field Inventory
|
Associated Inventory Processes
|
Installed Base App setup
|
• SFM Transactions
• SFM search
|
Skill Match Rules
|
Skills
|
Dispatch Processes
|
Territories
|
PM Plan Templates
|
Task Templates
|
SLA Terms
|
• Business Hours
• Services
|
Territory Match Rules
|
Territories
|