Adding a Dispatch Technician Button to ServiceMax Custom Actions

Service Modules > Scheduling and Optimization > Service Board > Service Board Usage and Configuration > Service Board for Implementers > Post-Sync Configuration Tasks > Adding a Dispatch Technician Button to Salesforce Work Orders > 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. In Salesforce Classic, on the ServiceMax Setup page, click Service Flow Manager > Custom Actions, and then on the Custom Actions page, click Manage Custom Actions for > Work Order.

2. Under User-Defined Custom Actions, click New, and then on the Custom Action Details for Work Order page, click Action Type > URL and complete the fields as follows.

Field	Value
Action Title	The name you want to use for the custom action, for example, Dispatch Technician.
Action ID	Internal ID for the action, typically the Action Title value with an underscore (_) character joining the words.
Description	Brief description of the custom action, for example, Dispatch Technician on Service Board.
Open URL in	Where to open the record: New Window to launch a new browser window or Existing Window to open a new tab.
URL to Launch	https://<sb_hostname>/sb/index.html#/scheduler/svmx_job
Window Height	400
Window Width	600
Show Scrollbars	Selected

3. Under Define the list of parameters for this action, click Add twice to add two new rows, and then complete the fields as follows.

Row	Parameter Name	Parameter Value Type	Parameter
Row 1	_providerid	Value	salesforce
Row 2	id	Field Name	Work Order ID 18 digits

4. Click Save & Close, and then on the ServiceMax Setup page, click Service Flow Manager > Wizards.

5. On the Wizards page, click Select Object > Work Order, and then do one of the following:

◦ In the list view, select a wizard, and then 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 Technician
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.

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