00173963

064664

Issue: Previously, users could not launch standard Salesforce record pages (such as Account or Location) with pre-defined field values through a Custom Action URL. Users manually entered information, which increased effort and led to inconsistencies across records.

Resolution: Administrators can now configure a Custom Action URL to launch standard Salesforce record page with pre-defined field values. In the Custom Action configuration, admins must append “?defaultFieldValues=” to the record page URL and define field parameters. This automatically populates default values for new records, reducing manual data entry and ensuring consistency.

For more information, see Custom Action to Launch Record with Default Values.

SFM Custom Actions

24.20000.46,

25.10000.34

00172926

064087

Issue: Previously, the SFM Delivery engine blocked creating duplicate records, even when the Salesforce Duplicate Rule was set to warn and allow save.

Resolution: The SFM Lightning Delivery now enforces Salesforce Duplicate Rules for SFM header records. To enable this, set SET013 (Module: SFM Transaction Manager; Submodule: SFM Transaction Delivery Engine) to True. When this setting is enabled and a duplicate is detected, the SFM Delivery Engine displays an error message. On clicking Save again, the record is saved if the rule is set as a warning. If it is a blocking error, the same error message is shown and the record is not saved.

For more information, see Salesforce Duplication Rules in SFM Lightning Delivery.

SFM Delivery

24.10000.54,

24.20000.46,

25.10000.34

00170983

063689

Issue: Previously, in the Manage Work Order Lines – Usage SFM, labor and parts prices did not populate from the selected price book when users clicked the Get Price button. This occurred when users changed the Parts Pricebook or Labor Pricebook on the SFM layout. The updated prices appeared only after clicking the Get Price a second time. This led to inaccurate price calculation and delayed work order completion.

Resolution: The pricing engine now reads the latest Parts and Labor Pricebook values from the Work Order’s price book fields on the SFM layout when the user performs the Get Price action. If the fields are not available, the engine fetches the last saved price book values from the Work Order record.

For more information, see Initiating Price Calculation.

Get Price-Work Order

24.20000.46,

25.10000.34

00174734

064593

Issue: Previously, deleting a covered product from a Service Contract did not clear Service Contract Name, Service Contract Line, Contract Start Date, and Contract End Date fields from the Installed Product record. As a result, the Installed Product displayed outdated contract details.

Resolution: Administrators can set the global setting GBL014 to automatically clear the Service Contract Name, Service Contract Line, Contract Start Date, and Contract End Date fields from the Installed Product record when the covered product is removed from the Service Contract.

This keeps the Installed Product record accurate and helps users avoid confusion from outdated contract details.

For more information, see Deleting Products from a Service/Maintenance Contract.

Service Coverage

24.20000.46,

25.10000.34

NA

NA

Administrators can now add images for parts or products, which are displayed in the replacement modal. This provides end users with a visual reference when selecting replacement parts, helping to improve accuracy and streamline the replacement process.

For more information, seeAdding Replacement Parts and Adding Images to Replacement Parts.

Product Structure

25.10000.34

NA

NA

Automated AI Actions through Service Flow Automation (SFA) allows AI-driven actions, such as Summarize Work Order, to be triggered automatically based on SFA configuration during record creation or update. The output of these AI actions is stored in a designated field, such as a custom Work Order Summary field, making it easy for users to access and review the generated summaries. For more information, see Configuring Automated AI Actions in Service Flow Automation.

ServiceMax AI

24.20000.46

00174390

064651

The PDF generation error occurred when the user switched from the old editor to the new editor and tried to generate the output document. This issue occurred because the Script tag was not supported by default in the new editor.

SFM Designer

24.20000.46,

25.10000.34

00175283

064756

The user was unable to view and clone an expression in the Criteria section of a PM Process.

Preventive Maintenance

25.10000.34

00175464

064816

The PM Process engine failed to process all PM Plans in a batch if one PM Plan failed. The error summary logs lacked specific details, so admins could not troubleshoot PM Plans and Schedules.

Preventive Maintenance

25.10000.34

00175398

064804

An error occurred when the user tried to save a new PM Process.

Preventive Maintenance

25.10000.34

00174163,

00170896

063679

When the customer license type changed from Rapid to Enterprise, the Expression Detail records specific to the Rapid License were deleted and Sync Gateway failed to complete sync.

ServiceMax

24.20000.46,

25.10000.34

00173673

064338

The output PDF displayed an unwanted 'undefined' string for child line details.

Recommendation: It is recommended to update the document template expression to include a null check, ensuring missing labor details are handled properly and 'undefined' does not appear in the generated report.

SFM Delivery

24.20000.46,

25.10000.34

00173863

064650

Installed Product fields were incorrectly updated when new covered products were created. All installed products were linked to the same contract and covered product instead of their respective ones.

Service Coverage

24.20000.46,

25.10000.34