Configuring Real-Time Sync for First Scheduled Time Tracking
If your organization's reporting requirements include tracking the times at which Jobs are first scheduled, you must manually add the First Scheduled Time field to the Work Order field set in Salesforce and configure this field in the WorkOrder to Job Update Template transform template in Max Designer. For more information, see About First Scheduled Time Tracking in Service Board for Administrators.
To configure real-time sync for first scheduled time tracking:
1. On the Salesforce Setup page, in the left pane, click > > , and then in the list view, click Work Order.
2. On the Work Order record view page, in the left pane, click Field Sets, and then in the right pane, in the list view, click the custom field set for Service Board.
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If no custom field set for Service Board appears in the Field Sets section, you must create a field set. For more information, see Configuring Real-Time Sync to Support Custom Fields on SFDC.
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3. On the field set page, drag the First Scheduled Date Time field into the In the Field Set list on the left, and then save the change.
4. In Max Designer, click Developer Tools (
) > , and then in the list view, click WorkOrder to Job Update Template.
) > , and then in the list view, click WorkOrder to Job Update Template.5. On the record page, in the Custom Field Mappings field, add the following custom JSON field mapping code, and then in the top left corner, click Save and Close (
).
)."svmx_first_scheduled_time": "isoDateFormat(fields.SVMXC__Scheduled_Date_Time__c)"