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 Max for Administrators.
To configure real-time sync for first scheduled time tracking:
1. On the Salesforce Setup page, in the left pane, in the Build area, expand the Create node, and then click Objects.
2. On the Custom Objects page, in the Label column, click Work Order, and then on the Work Order record view page, in the Field Sets section, to the left of the link for the custom field set for Service Board, click Edit.
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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, on the Developer Tools (
) launchpad menu, click Transform Templates, and then in the list view, click WorkOrder to Job Update Template.
) launchpad menu, click Transform Templates, 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)"
For more information: