What’s Enhanced
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On this Page
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Work Plans and Task Management
Ability to edit work plan title and description
Feature Overview
Planners can now edit the work plan title and description directly from the Work Order. This enhancement allows them to customize the work plan name and description to better reflect specific job requirements and operational context.
User Impact
Planners can tailor work plan details to match the actual scope of work, improving clarity and relevance. This flexibility helps ensure that technicians and other stakeholders clearly understand the purpose and requirements of the work plan.
For more information, see Editing Work Plan Name and Description.
Non-functional: Incremental loading support in the Work Plan Library list view
Work Plan Library list view now uses incremental loading to improve performance for orgs with large volumes of Work Plans. Up to 2,200 records load in batches of 200. After 2,200 records are loaded, it is recommended to use Advanced Search filter to narrow down the results.
Timesheets
Timesheet engine enhanced to include manual time entries in daily summaries and business hours calculations
Feature Overview
The Timesheet engine now processes manually created or edited time entries in the Go app or web when calculating total business hours and daily summaries. This ensures that all recorded time is included in the Timesheet totals and reports.
User Impact
Previously, the Timesheet engine did not consider manually created or edited time entries from the Go app, which could result in incomplete or inaccurate business hours and daily summaries.
This enhancement ensures that manually created or edited time entries in the Go app or web are included in business hours and daily summary calculations, improving timesheet accuracy and reporting consistency. This reduces manual validation effort for supervisors and administrators during review and approval. Also, eliminates the need for custom duration fields.
For more information, see Processing Manual Time Entries for Daily Summary and Business Hours Calculation.
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Timesheet engine enhanced to update time entries based on source record updates
Feature Overview
The Timesheet Engine now updates existing time entries when associated source records, such as Work Detail Lines, Tasks, or Events, are modified after processing. The engine now reprocesses time entries during manual refresh and scheduled runs to update totals and daily summaries.
User Impact
Previously, updates made to Work Detail Lines, Tasks, or Events after processing were not reflected in existing time entries. This caused outdated time data and inaccurate timesheet totals and daily summaries.
This enhancement improves accuracy by keeping time entries synchronized with their associated source records and manual edits. It also reduces rework and maintains consistent timesheet calculations across mobile and web.
Administrators can enable the global setting, SET002 to allow the Timesheet Engine to assess associated source records in timesheets and reprocess related time entries. Administrators can also click the Refresh Timesheet custom action to trigger reprocessing and recalculation when required.
End users can update source records and manually refresh the timesheet to retrieve reprocessed time entries with updated totals and summaries. Updated time entries are also received automatically through regular mobile sync and scheduled engine reprocessing.
For more information, see Time Entries and Daily Summary Update from Source Record Updates.
Field Change Order
Field Change Order search enhanced to support lookup based technical attributes
Feature Overview
Field Change Order search now supports technical attributes that use the Lookup data type in the Technical Attributes Search Expression Builder. Users can include lookup-based attributes when searching for installed products related to a field change order.
User Impact
End users can now select lookup-type technical attributes when building search expressions in the FCO Search. Search results reflect installed products that match values defined in lookup records. For example, a lookup attribute such as Software Version can help identify installed products that match a specific version.
This enhancement enables more precise and flexible search criteria based on lookup-driven technical attributes. It improves accuracy when identifying Installed Products that are impacted and match specific attribute values defined in lookup records.
For more information, see Creating an FCO Search using Technical Attributes.
Navigation support via progress bar header in Field Change Order console
Feature Overview
The Field Change Order console now allows users to navigate between stages by selecting stages directly from the progress bar header.
User Impact
Previously, users navigated between stages in the FCO Console using Previous and Next buttons. With this enhancement, users can navigate between stages by selecting the required stage from the progress bar.
Each stage in the progress bar turns green when all mandatory fields are completed, indicating that the stage is complete and available for navigation.
For more information, see Creating a FCO Header Record.
Assign to FCO wizard enhanced to load additional matching results
Feature Overview
The Assign to Field Change Order wizard now supports incremental loading of additional FCOs. The Load More option is introduced below the Available Field Change Orders list, enabling users to retrieve and view matching FCOs from the next set of 1,000 records. The system continues this process in batches of 1,000 until all eligible FCOs are evaluated.
User Impact
This enhancement provides visibility into additional matching FCOs beyond the initial 1,000 results, preventing valid records from being missed. Users can load more results iteratively without losing prior selections, improving consistency and enabling efficient handling of large FCO datasets.
For more information, see Assigning FCOs from an Installed Product Record.
Product Structure
Non-Functional Changes
Non-functional: Optimised product structure level calculation for large datasets
Product Structure now calculates hierarchy levels in batches when records exceed 50,000, ensuring large structures are processed without timeouts.
Non-functional: Improved installed base variance calculation for large datasets
Installed Base Variance calculation now handles datasets with more than 50,000 records without failures.
Non-functional: Faster loading of installed base variance configuration lists
The Installed Base Variance configuration list now loads faster by filtering out unnecessary expression details during the initial fetch.
Service Flow Manager
Improved warning messages when advanced search limits are exceeded
Feature Overview
Advanced search in SFM (Service Flow Manager) delivery now displays a clearer warning message when too many records match the applied filters resulting in platform limit exception.
User Impact
End users performing advanced searches that return too many records now see a clear warning banner instead of a technical error message. The banner displays the message Search limit exceeded. Please refine your search by adjusting or removing filters, along with the record count for each applied filter. The results view shows the number of records listed out of the total found, for example, 500 of 4,000 records listed. Users can check or uncheck filters to optimize the search when the result volume is high. For more information, see Advanced Filter Search Limit Messages.
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ServiceMax AI references displayed in Where Used details of SFM transactions
Feature Overview
The Transaction Designer now displays whether the selected transaction is configured in the ServiceMax AI Console for Service Flow Manager Agent access.
User Impact
This enhancement improves transparency by clearly showing AI usage, helps prevent unintended deletion of referenced transactions, and supports governance and impact assessment during configuration changes.
Administrators can click the information icon in the Where Used column to identify transactions accessible to ServiceMax AI. The system displays a warning when users attempt to delete a transaction that has ServiceMax AI references.
For more information, see SFM Transactions.
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Lookup filter support for the Business Hours object
Feature Overview
Lookup filters can now be created on the Business Hours object. This prevents data issues by restricting users from selecting inactive or irrelevant Business Hours records in SFM.
User Impact
In organizations with a large number of business hours records, end users may find it difficult to identify the correct records while capturing data using SFM. With the introduction of filters on business hours, users can now view and select only active and relevant records. This reduces the risk of selecting incorrect or inactive business hours and helps ensure more accurate data entry.
End users can select Business Hours values in the SFM transaction using the filtered lookup results.
For more information, see Lookup Filters.
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Issue report references displayed in the Where Used details of lookup filters
Feature Overview
The Lookup Filters page now displays lookup filters that are used in the Issue Report setup. The Where Used pop-up window includes references to lookup filters configured in Issue Reports.
User Impact
Administrators can identify the Issue Report dependencies directly from the Where Used details on the Lookup Filter page. This reduces manual checks in the Issue Report setup and helps avoid configuration errors during updates or cleanup.
For more information, see Lookup Filters.
ServiceMax Setup Home
User interface enhancements
Feature Overview
The ServiceMax Setup Home user interface now includes a search capability that allows administrators to quickly find and access different modules. It also introduces adoption cards for Release Notes, Product Training, and the ServiceMax Community.
User Impact
Previously, administrators had to navigate through multiple modules to access configurations and features. With this enhancement, administrators can use search to quickly locate modules.
The adoption cards provide direct access to the latest release updates, training resources, and the ServiceMax Community, helping administrators stay informed and productive.
For more information, see Launching ServiceMax Setup.
Investigations
Improved investigation item selection to prevent duplicate entries
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This feature is currently available as a beta release.
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Feature Overview
The investigation record dropdown now clearly identifies items that have already been added, reducing confusion during investigation item selection.
User Impact
Remote Service Engineers can now quickly identify items already added to the record, reducing the risk of duplicate entries during investigation item selection. Investigation items already added to the record appear disabled in the dropdown. A checkmark is used exclusively to indicate items that have been added. A tooltip displaying Already added to the table appears when the pointer hovers over a disabled item. Selecting a disabled item has no effect. For more information, see Adding Dictionary Items in a Work Order.
Entitlement
User notes support for interactive entitlement of service products and work plans on work orders
Feature Overview
Interactive entitlement for service products and work plans on work orders now stores user notes and entitlement notes in separate fields. This change prevents user‑entered comments from overwriting entitlement notes and ensures that both types of information are preserved accurately. The User Notes field is also available when assigning entitlement for an individual service product or work plan within the work order record.
User Impact
When performing interactive entitlement for service products and work plans on a work order, end users see two distinct fields:
User Notes: Accepts user‑entered comments specific to the service product or work plan.
Entitlement Notes: A read‑only field that is automatically updated with the latest entitlement information each time entitlement is performed.
This separation allows users to add their own notes without affecting system‑generated entitlement details. For more information, see Adding Dictionary Items in a Work Order.
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Work plan pricing visibility for service contracts and product warranties in interactive entitlement
Feature Overview
Interactive entitlement now displays work plan pricing for each listed service contract and product warranty. Selecting the Work Plan Price icon provides access to detailed pricing information during entitlement review. This field is also available when assigning entitlement for an individual work plan within the work order record.
User Impact
End users performing entitlement on service contracts and product warranties can now access pricing details directly from the entitlement screen, reducing the need to navigate to separate records for pricing information. The Work Plan Price field is available directly on the interactive entitlement screen for work plan entitlement records. Selecting the Work Plan Price icon opens a window displaying the price book name, available price book entries, and the price book source. Only active price books and active price book entries are listed.
If the Work Plan Price field is not already added by an administrator, users must add it for display using the Settings (gear) menu. For more information, see Work Plan Pricing Visibility in Entitlements.
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Introduced the Match by column to improve service contract visibility during interactive entitlement
Feature Overview
The interactive entitlement screen now includes a Match By column for service contract results. This column provides additional visibility into the fields that determine how each listed service contract is matched to the selected service product or work plan. When multiple fields apply, they are shown as a comma‑separated list. This field is also available when assigning entitlement for an individual service product or work plan within the work order record.
User Impact
End users can identify the match criteria for each service contract directly from the entitlement screen, reducing the need to verify match details separately and speeding up service contract selection. The Match By column displays the match criteria used for each service contract result, such as Account, Contact, Location, or a combination of these values. The column is populated when a filter is applied and is visible only for service contract entitlement records. Administrators can configure the Match By column in the Interactive Settings screen for service contracts. For more information, see Managing Display Fields for Service Contracts and Warranties.
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Enhanced Get Price to support included service-based pricing for product service lines
Feature Overview
The Get Price action now applies service-based pricing for product service lines entitled through included services. This ensures that pricing reflects the entitled service for each product service line on a work order.
User Impact
End users running the Get Price action on work orders with product service lines entitled through included services now receive accurate, service-based pricing automatically. This reduces pricing errors and eliminates the need for manual pricing adjustments. Service‑based pricing is applicable only to Parts, Labor, and Expense line types. For more information, see Initiating Price Calculation.
Installed Base Management
Translation support for technical attributes in Lightning mode
Feature Overview
The platform now supports translation for Technical Attributes, allowing attribute labels and values to display in the user’s logged-in language when recorded through Tasks in a Work Order or the Core – Technical Attributes Lightning Web Component (LWC) for an Installed Product.
User Impact
End users can view attribute details in their preferred language instead of only English, improving usability for global teams. Translation support applies when capturing attribute values in the following scenarios:
• Task execution in a Work Order
• Core – Technical Attributes LWC accessed through a wizard step
• Core – Technical Attributes LWC added to the Lightning record page
For more information, see Managing Translations for Technical Attributes.
Schedule Optimization
Accurate date handling for Propose Times in Salesforce
Feature Overview
The enhancement improves how the Schedule Optimization calculates dates during Propose Time scheduling through Salesforce. It now accounts for holidays and non-working days and limits date ranges to relevant working periods instead of the full planning horizon.
User Impact
Technicians see correct start and end dates based on working days. Calendar views and scheduling results now reflect real availability. This reduces confusion and prevents overbooking. Dispatchers and planners benefit the most from this change.
For more information, see Viewing the Propose Time Page.
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Non-Functional Changes
Improved security for refresh token storage
Refresh tokens are now encrypted before being stored in the database. This update replaces plain-text storage with encrypted storage and ensures secure handling of authentication data.
Improved security for connected app access
Connected app scopes have been updated to remove full access and grant only the required permissions. This improvement strengthens access control and enhances overall system security.
Improved infrastructure reliability for high workloads
Infrastructure now uses on-demand instances instead of spot instances to support higher and more predictable workloads. This change improves system reliability and stability under load.
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Preventive Maintenance
Condition-based PM Plan related record creation through the PM Plan web service or Global Apex API
Feature Overview
The web service and Global Apex API now support bulk creation of related records for Condition-based PM plans, in addition to Time-based PM plans. To create condition-based records, Administrator must set the request.planType flag to CONDITION and use one of the supported entry points: CreatePMPlanFromAccount, CreatePMPlanFromLOC, CreatePMPlanFromSC, or CreatePMPlanFromIB. If the flag is not specified, the service preserves its existing time-based behavior and current integrations continue to run without modification.
User Impact
The Administrator can now generate related records for condition-based PM Plans in bulk through custom Apex or external integrations, instead of creating each plan manually in the user interface. This saves significant setup time and reduce data-entry errors during onboarding of new assets. To use the web service, the Administrator must first configure the Condition-based PM Plan Templates.
For more information, see Configuring PM Plan Web Service.
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Migration Tool
Support added for migrating Work Plan Management configurations
Feature Overview
Administrators can now migrate the Work Plan Management configurations, including Auto-Assignment Rules, Entitlement Rules, and Part Settings from the source org to the target org. The system performs several validations to ensure compatibility and consistency.
For more information, see Work Plan Management Configurations.
Patch Enhancements
This section lists the enhancements delivered in the monthly patches of the 30.0 release.
Field Change Order
Case Number | Description | Fixed Version |
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00183563 | Issue: An error occurred in the Search Results stage of a Field Change Order when the user executed a Field Change Order using the Execute Change Order SFM. This prevented the user from viewing FCO result lines. Also, an error occurred when the user accessed the Field Change Orders list view page, which failed to load records. This issue occurred due to system limits when processing a large volume of Field Change Order result lines. Resolution: The FCO now supports large volumes of FCO result lines and allows users to view results in the Search Results for the FCO. The Field Change Orders list view page now includes pagination, which allows users to view a large number of records without errors. For more information, see Viewing Field Change Orders. | March 2026 Patch |