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Feature
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Release Train
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Type
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Description
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New
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• Enabled dynamic filtering for overloaded service bill of materials. Read more.
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||||||||
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Non-functional Changes
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• Optimized Product Structure level calculation for large datasets. Read more.
• Improved Installed Base Variance calculation for large datasets. Read more.
• Faster loading of Installed Base Variance configuration list. Read more.
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||||||||
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New
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• Installed Base validation based on Product Structure. Read more.
• Support for Return Order configuration. Read more.
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||||||||
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Enhanced
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• Product Structure grid now supports hierarchy mode. Read more.
• Added search capability in Product Structure grid. Read more.
• Part detail modal enhancements for better visibility. Read more.
• Hierarchy calculation for existing records without levels. Read more.
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||||||||
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New
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• Managing Product Structures, BOMs, Kits, and Templates for Consistent Configuration. Read more.
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||||||||
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New
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• Template Match Rules for Installed Product Technical Attributes. Read more.
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||||||||
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Enhanced
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• Translation support for Technical Attributes in Lightning mode. Read more.
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||||||||
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New
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• Introduced Lightning UI for creating and managing Technical Attribute Templates. Read more.
• Added support for Lookup Attribute Types in Technical Attribute Templates. Read more.
• Installed Product Hierarchy - IB Tree, is now displayed in tree structure. Read more.
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||||||||
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Enhanced
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• Enhanced Technical Attribute Template assignment. Read more.
• Improved admin controls in Technical Attributes Lightning component. Read more.
• SaveTechnicalAttributes API now supports Lookup Attributes. Read more.
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||||||||
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Enhanced
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• Condition-based PM Plan related record creation through the PM Plan web service or Global Apex API. Read more.
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||||||||
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New
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• Ability to modify Purpose of Visit for individual schedule output lines in Condition-Based PM Plan Templates. Read more.
• Location-based filtering of Installed Product Coverages during PM Plan creation. Read more.
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||||||||
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Enhanced
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• Group PM coverages to generate a single Work Order per location for time-based PM plans. Read more.
• Time-based PM plans with location coverage enhanced to add related Installed Products to Work Orders. Read more.
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||||||||
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New
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• Work Plan Support for Time-Based and Condition-Based PM Plans. Read more.
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||||||||
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Enhanced
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• Unified and Improved User Experience for Time-Based and Condition-Based PM Plans. Read more.
• Dynamic Cancellation of PM Work Orders for Cancelled PM Plans. Read more.
• Optimized PM Engine for Condition-Based PM Plans. Read more.
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||||||||
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New
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• Task dependency and scheduling constraint management in Work Plans. Read more.
• Repeat Task support in Work Orders. Read more.
• Localization support for Work Plans and Tasks. Read more.
• Improved and modernized task user interface. Read more.
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||||||||
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Enhanced
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• Edit Work Plan Title and Description. Read more.
• Incremental loading support in Work Plan Library list view. Read more.
|
||||||||
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New
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• Added support for Technical Attribute Task Type in Service Tasks. Read more.
• Enabled filtering of recommended parts by Product Structure when adding to Work Plans. Read more.
|
||||||||
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Enhanced
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• Auto-assignment rule configuration enhanced to view and create qualification criteria. Read more.
• Bulk task completion enabled for Service Products. Read more.
• Improved user experience for managing Work Plans and Service Tasks. Read more.
• Enhanced admin controls in Service Products and Work Plans Lightning component. Read more.
|
||||||||
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New
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• Auto Assignment of Work Plans to Work Orders and Service Products. Read more.
• Generation of Labor Lines on Task Completion. Read more.
• Entitlement Status Check for Service Products and Work Plans. Read more.
• Simplified Service Task Completion. Read more.
• Support for DataGuide Forms and Document Templates in Service Tasks. Read more.
|
||||||||
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Enhanced
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• Field Change Order search enhanced to support lookup-based technical attributes. Read more.
• Navigation support via progress bar header in Field Change Order. Read more.
• Assign to FCO wizard enhanced to load additional matching results. Read more.
|
||||||||
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New
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• Associate a single Installed Product with existing applicable FCOs. Read more.
• Bulk load Installed Product criteria to generate FCO results. Read more.
|
||||||||
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Enhanced
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• Recommended Parts. Read more.
• Replacement Parts. Read more.
• New Part Installation on Asset. Read more.
|
||||||||
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New
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• Included Services in Product Service Lines Interactive Entitlement. Read more.
|
||||||||
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Enhanced
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• User Notes Support for Interactive Entitlement of Service Products and Work Plans on Work Orders. Read more.
• Introduced work plan pricing visibility for service contracts. Read more.
• Introduced Match By column to improve service contract visibility. Read more.
• Enhanced Get Price to support included service-based pricing. Read more.
|
||||||||
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New
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• Service Product coverage with Warranty. Read more.
• Covered Work Plan support for Warranty Term. Read more.
• Unlimited coverage support for Covered Work Plans in Service Contract. Read more.
• Work Plan offerings included in Service Plans. Read more.
• Interactive entitlement available for Service Products and Work Plans. Read more.
• Work Plan pricing introduced. Read more.
|
||||||||
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Enhanced
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• Entitlement rule admin screen enhancements for easier configuration. Read more.
• Entitlement engine improved to identify Service Contract coverage by contact match. Read more.
• Enhanced interactive entitlement assignment for Service Products and Work Plans. Read more.
• Work Plan coverage as a service independent of Service Product. Read more.
• Improved billing information population on Work Detail. Read more.
|
||||||||
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Changed
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• Enhanced packaged flow for creating Work Orders for Service Products. Read more.
|
||||||||
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New
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• Entitlements and Pricing Service Product. Read more.
|
||||||||
|
Enhanced
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• Covered Work Plan in Service Contract. Read more.
|
||||||||
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New
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• Current Record and Current Record Header literals in Advanced Lookup Filters. Read more.
• SFM field help text for web page layouts. Read more.
|
||||||||
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Enhanced
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• Improved warning message when advanced search limit is exceeded. Read more.
• ServiceMax AI references displayed in Where Used details of SFM. Read more.
• Lookup Filters support for Business Hours object. Read more.
• Issue report references displayed in the Where Used details of SFM. Read more.
|
||||||||
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Changed
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• Consolidated validation error messages for SFM child lines. Read more.
• Retained user preferences after clearing ServiceMax cache. Read more.
• Clear ServiceMax Cache removed from Form button group. Read more.
• New Application Settings action group in SFM Web Delivery. Read more.
• Confirmation dialog for Delete Report on output documents. Read more.
|
||||||||
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New
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• New Lookup Filter List View for creating and managing Lookup Filters. Read more.
|
||||||||
|
New
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• Bar Code or QR Code Parsing with OnScan Field Event Configuration. Read more.
|
||||||||
|
New
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• User-based Group Profile Mode added in Configuration Profiles. Read more.
|
||||||||
|
Enhanced
|
• Improved user experience for creating and managing Configuration Profiles. Read more.
|
||||||||
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Enhanced
|
• Enhanced user experience for Depot Queue management.
• Work Order summary now displays parts and tools. Read more.
• Warranty coverage support added for Depot Service requests. Read more.
|
||||||||
|
New
|
• Depot Service Request. Read more.
|
||||||||
|
New
|
• Product Structure–based filtering in SFM Product Lookup. Read more.
• Replacement Part search in SFM Product Lookup. Read more.
|
||||||||
|
Enhanced
|
• Enhanced time component in Date and Time picker for improved accuracy. Read more.
|
||||||||
|
Enhanced
|
• Introduction of Comfy and Compact Modes in SFM. Read more.
• Default Width of List View in the SFM Grid. Read more.
|
||||||||
|
Changed
|
• Restricted and Non-Restricted Picklist Behavior. Read more.
|
||||||||
|
New
|
• Data validation insights and optimization key performance indicators (Beta). Read more.
|
||||||||
|
Enhanced
|
• Accurate date handling for Propose Times in Salesforce. Read more.
• Improved security for refresh token storage. Read more.
• Improved security for connected app access. Read more.
• Improved infrastructure reliability for high workloads. Read more.
|
||||||||
|
Enhanced
|
• Volume and Rate Limitations. Read more.
|
||||||||
|
Enhanced
|
• Dispatch Console Enhancements. Read more.
|
||||||||
|
New
|
• Introduced notes to investigation items. Read more.
• Introduced parts management for investigation solutions. Read more.
• Introduced parts visibility on Investigation Solutions. Read more.
|
||||||||
|
Enhanced
|
• Improved investigation item selection to prevent duplicate entries. Read more.
|
||||||||
|
New
|
• Streamlined troubleshooting with guided Observations, Root Causes, and Solutions. Read more.
|
||||||||
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Enhanced
|
• Issue reporting enhanced to support Service Product on Work Orders. Read more.
• Improved Installed Product linkage on Connected Service Tip. Read more.
|
||||||||
|
Enhanced
|
• Support added for migrating Work Plan Management configurations, including Auto-Assignment Rules, Entitlement Rules, and Part Settings. Read more.
|
||||||||
|
Enhanced
|
• Support added for migrating Depot configuration rules. Read more.
• Support added for migrating Depot management rules. Read more.
• Migration of MCP Server configurations as part of AI configurations. Read more.
• Migration of applicable Work Plans as part of PM Plan templates. Read more.
|
||||||||
|
Enhanced
|
• Migration Tool Support for Mobile Console Configurations. Read more.
• Migration Tool Support for Depot Management Rules. Read more.
|
||||||||
|
New
|
• Package Flows. Read more.
|
||||||||
|
New
|
• Package Flows. Read more.
|
||||||||
|
Enhanced
|
• Timesheet engine enhanced to include manual time entries in daily summary. Read more.
• Timesheet Engine enhanced to update time entries based on source record updates. Read more.
|
||||||||
|
Enhanced
|
• Search capability to locate ServiceMax Setup modules. Read more.
• Adoption cards for Release Notes, Product Training, and ServiceMax Community. Read more.
|
||||||||
|
New
|
• Introduced Help AI in ServiceMax Help Center. Read more.
|
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