Adding a Dispatch Technician Button to ServiceMax Custom Actions
On Salesforce ServiceMax Custom Actions pages, you can add a Dispatch Technician button that users can click to open the corresponding Job record on Service Board in a new window or a tab in an existing window.
To add a Dispatch Technician button to ServiceMax Custom Actions:
1. On the ServiceMax Setup page, on the Service Flow Manager tab, click Custom Actions, and then on the Custom Actions page, in the Manage Custom Actions for drop-down list, click Work Order.
2. In the User-Defined Custom Actions section, click New, and then on the Custom Action Details for Work Order page, in the Action Type drop-down list, click URL and complete the fields as follows.
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Field
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Value
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|---|---|
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Action Title
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The name you want to use for the custom action, for example, Dispatch Technician.
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Action ID
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Internal ID for the action, typically the Action Title value with an underscore (_) character joining the words.
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Description
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Brief description of the custom action, for example, Dispatch Technician on Service Board.
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Open URL in
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Where to open the record: New Window to launch a new browser window or Existing Window to open a new tab.
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URL to Launch
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https://<sb_hostname>/sb/index.html#/scheduler/svmx_job
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Window Height
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400
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Window Width
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600
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Show Scrollbars
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Selected
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3. In the Define List of Parameters area, click Add twice to add two new rows, and then complete the fields as follows.
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Row
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Parameter Name
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Parameter Value Type
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Parameter
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|---|---|---|---|
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Row 1
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_providerid
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Value
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salesforce
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Row 2
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id
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Field Name
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Work Order ID 18 digits
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4. Click Save and Close, and then on the ServiceMax Setup page, on the Service Flow Manager tab, click Wizards.
5. On the Wizards page, in the Select Object drop-down list, click Work Order, and then do one of the following:
◦ Select a wizard and click Edit.
◦ Click New, and then create a new wizard.
6. On the Create Wizard or Edit Wizard page, on the Manage Wizard Steps tab, complete the fields as follows, and then click Save.
Field | Value |
|---|---|
Wizard Step Type | Others |
Step Name | Dispatch Techncian |
Title | The title you want to use for the step, for example, Dispatch Technician. |
Description | Brief description of the wizard, for example, Dispatch Technician on Service Board. |
For more information: