What's Enhanced
The following are the enhancements in ServiceMax Core 23.2.
Web App
Timesheet Enhancements
Prioritize Custom Mapping of Start DateTime and End DateTime Fields
The Timesheet feature is now enhanced with a configuration setting allowing time entry autofill to prioritize any custom mapping of Start DateTime and End DateTime fields defined for Salesforce Events, ServiceMax Events, and Work Detail lines when creating time entries.
For more information, see Creating Time Entries for Custom DateTime Fields.
Capture Non-Business Hours in Timesheet
The Timesheet feature is now enhanced to capture any time documented by a user that falls outside the user's defined business hours. This enhancement applies to all ServiceMax Events, Salesforce Events, Work Detail records, and Tasks for single and multi-day duration. The timesheet engine runs and creates Timesheet Header, Timesheet Daily Summary, and Time Entry records appropriately capturing the technician's business and non-business hours on newly added fields to the time entry.
For more information, see Capturing Non-Business Hours in Timesheet.
On-Demand Timesheet Processing Can Run Concurrently with Scheduled Batch Timesheet Processing
The Timesheet feature is now enhanced to ensure that the Timesheet manual pull on-demand action can be performed on the Web simultaneously as the scheduled Timesheet process runs. Previously, manual Timesheet pull on demand was not supported when the scheduled timesheet process was already running.
For more information, see Configure Timesheet Pull.
SFM Wizard Enhancements
User Redirection on SFM Save
A new field, Display Record on Save, is added to the Wizard Step Properties, which allows the user to navigate to either the source record or the target record based on the configuration. The Display Record on Save has two options:
• Target Parent Record: On saving the record successfully in SFM Delivery, the target record is displayed. For example, when creating a Work Order from a Case, after the Work Order is created, the Work Order record stays in focus.
• Source Parent Record: On saving the record successfully in SFM Delivery, the source record is displayed. For example, when creating a Work Order from a Case, after the Work Order is created, the Case record stays in focus.
For more information, see Manage Wizard Step.
For the feature showcase, log in to the ServiceMax Learning Platform and see SFM Wizard Record Redirection.
Enhanced Handover Capability
Two new handover-related properties, Handover On Target Record - Wizard and Target Wizard step in Wizard Designer, allow the user to navigate to a specific stage on the target record on successfully creating a new record. This action reduces the number of clicks and time spent searching for specific wizard steps when creating a new target record that is different from the source object. For example, when Creating a Work Order from a Case, on saving a new Work Order from SFM Delivery successfully, you can set handover to continue on the Work Order debrief action.
To navigate to the specific step on the target record:
• The Display Record on Save field value must be set as Target Parent Record.
• The Display Record on Save field value is not set or set as Source Parent Record, the next wizard step in sequence on the source record will be executed.
For more information, see Manage Wizard Step.
For the feature showcase, log in to the ServiceMax Learning Platform and see SFM Enhanced Handover Options.
Allow Search
The user can now search for specific steps in the lightning wizard. A new property, Allow Search, is added to the lightning wizard component. Enabling this property allows the user to perform keyword searches and find matching wizard steps instead of scrolling through the list of wizards or wizard steps.
For more information, see Configuring Lightning Properties.
Enable Scrolling
A new value, Enable Scrolling, is added to the Height property of the lightning wizard component. The admin can use this property to set the height of the wizard component when added to the record page. Scrolling is automatically enabled when the list of items exceeds the height specified.
 |
• The Height property is set as Medium by default.
• The Show More or Show Less options are not displayed when the Enable Scrolling value is selected.
|
For more information, see Configuring Lightning Properties.
Remember User Preference
The user's selection of Show More or Show Less on the lightning wizard per object record is maintained as user preference. This reduces additional clicks by the user every time they launch the record page.
For more information, see Configuring Lightning Properties.
Disable Packaged Triggers on Event and ServiceMax Event objects
The Trigger Control configuration page now allows the administrators to disable the execution of packaged triggers on Event and ServiceMax Event objects for specific users or Salesforce profiles.
For more information, see Turning On/Off Triggers.
SFM Designer
Sync on Finalize
The Sync when the report is saved checkbox is now replaced with a picklist, and the label is changed to Sync on Finalize. The Output Document finalized from mobile is synced to the server using the selected sync option. The Sync on Finalize picklist options are Default, None, Smart Sync, and Full Sync.
The admin can configure the Output Document process with the relevant sync option.
For more information, see Properties.
For the feature showcase, log in to the ServiceMax Learning Platform and see SFM Sync on Finalize for Output Documents.
SFM Delivery
Errors in Advanced Search Modal
Any errors while performing advanced search on lookup fields are now displayed on the Advanced Search lookup pop-up window. The user can review the error details, cancel the error details, and re-run the search.
For more information, see Advanced Lookup.
Current Date and Time Using Now Button
The user can enter the current date and time with one click using the Now button available at the end of the DateTime field of an SFM. Previously, the user could not enter the date and time in the DateTime field.
For more information, see Current Date and Time.
Data Validation Rule Message Display on SFM Web Delivery
The data validation error or warning messages are displayed first, followed by the field names, so that the user's focus is on the validation message.
• If the DVR is on a single field, the field name is displayed for the header, and the child tab name followed by the field name is displayed for the child section.
• If the DVR is on many fields, the header fields are displayed with the comma-separated list. For the child section, the child tab name is displayed only once, followed by the list of comma-separated fields. The user can view or hide all DVR participating fields from the display.
Previously, the DVR error or warning banner displayed the custom error message that succeeded the list of error fields for header and child sections. If a child tab contained incorrect fields, tab names were repeated with each child field. The significance of the custom error message that followed the list of error fields was lost.
For more information, see Error Messages and Warning Messages.
Acknowledge DVR Warning Message
If the admin wants the user to acknowledge the warning message before saving the record, then the admin must set the global setting SET011 - Acknowledge Warning Messages to True. After enabling the setting, an OK button is displayed at the end of the DVR warning messages list and the Quick Save and Save buttons are disabled. The user must click OK to acknowledge the warning messages, after which the Quick Save or Save buttons are enabled on the SFM. The user needs to confirm the DVR warning messages to save the record on SFM by default.
For more information, see Warning Messages.
Picklist and Lookup Field Enhancements
The user can now choose values in the Picklist and Lookup fields by combining the tab key with the up and down arrow keys. This is for a better user experience.
For more information, see Picklist and Multi-Picklist Fields and Lookup Fields.
Output Document Enhancement
The buttons to view the record page and perform delete action when viewing generated reports are spaced apart to provide a better user experience.
For more information, see Generating Service Report.
Migration Tool
Migration of DataGuide Configurations
The Migration Tool now supports the DataGuide Forms and DataGuide Document Templates to be migrated from the source org to the target org. Appropriate validations are in place to check if the DataGuide package is installed on the target org before migration.
For more information, see DataGuide Migration.
SFDX Plugin Enhancements
The Retrieve, Validate, and Deploy commands are now available for migration of the following features:
• Service Proforma Invoice
• Service Contact Proforma Invoice Process
• Pulse
• Warranty Terms
• Activity Master
• Ranked Appointment Booking
• Overnight Policy Setup
• Dispatch Console Hover
• Scheduled SFM
• Service Plans
IoT Integration
IoT Events - Support Multiple Record Updates
The existing IoT service API is enhanced and allows the admin to initiate bulk IB record updates to send the last ping time or any real-time data of all connected devices to the user daily. To facilitate this, the admin can configure the IoT Setup > Map to Object tab for IoT Events to build custom events that map data from an external system to specified fields of the IB record. The enhancements in the API are as follows:
• For one or more record updates, a new section, CustomEvents is added where you can send the information.
• For single record updates, you can continue to use CustomEvent.
• For the custom mapping configured on the event, the search for a matching record is carried out in the following sequence:
◦ record id
◦ Name
◦ External id
For more information, see Understanding the Payload Structure.
User Information in Technical Attributes History
The Attributes History now displays the Captured By information along with attribute details and Captured On timestamp. The piqTechAttributeHistory component is enhanced to show the user who has made updates to the attributes along with the timestamp.
For more information, see Viewing Attribute History.