Configuring Real-Time Sync for Job Dependencies
Flows and Process Builders for objects related to the Job Dependency feature are supported in Service Board Extension release package versions SVMXSB 22.19105 and later, and the field sets for these objects are supported in ServiceMax release package versions SVMXC 22.2 and later. If your Salesforce org is configured with package versions SVMXC 22.2 or later and SVMXSB 22.19105 or later, no additional manual configuration is needed to support real-time sync for objects related to the Job Dependency feature.
To support real-time sync for objects related to the Job Dependency feature for SVMXC 21.1, SVMXC 21.2, and SVMXC 22.1, you must first upgrade your Service Board Extension release package version as follows:
|
ServiceMax Release Package Version
|
Upgrade to Service Board Extension Release Package Version
|
|---|---|
|
SVMXC 21.1
|
SVMXSB 21.10001.6 or later
|
|
SVMXC 21.2
|
SVMXSB 21.20000.5 or later
|
|
SVMXC 22.1
|
SVMXSB 22.10002.3 or later
|
After you upgrade your Service Board Extension release package, your next step is to manually configure field sets, Flows, and Process Builders for objects related to the Job Dependency feature.
 |
When you upgrade your Service Board Extension release package version to SVMXSB 22.19105 and later at a future time, you must delete or deactivate these manually configured custom field sets, Flows, and Process Builders.
|
To configure real-time sync for Job Dependencies:
1. In Salesforce, manually configure custom field sets for the Dependency Management, Work Order Dependency, and Work Order objects as follows:
|
Custom Field Set for Object
|
Fields to Add
|
API Name
|
|---|---|---|
|
Dependency Management
|
Dependency Group Number
|
Name
|
|
Owner
|
Owner
|
|
|
Dependency Group Name
|
SVMXC__Dependency_Group_Name__c
|
|
|
Work Order Dependency
|
Work Order Dependency Number
|
Name
|
|
Dependency Group
|
SVMXC__Dependency_Group__c
|
|
|
Maximum Time Buffer
|
SVMXC__Maximum_Time_Deviation__c
|
|
|
Maximum Time Buffer Units
|
SVMXC__Maximum_Time_Deviation_Units__c
|
|
|
Minimum Time Buffer
|
SVMXC__Minimum_Time_Deviation__c
|
|
|
Minimum Time Buffer Units
|
SVMXC__Minimum_Time_Deviation_Units__c
|
|
|
Primary Work Order
|
SVMXC__Primary_Work_Order__c
|
|
|
Secondary Work Order
|
SVMXC__Secondary_Work_Order__c
|
|
|
Time Dependency
|
SVMXC__Time_Dependency__c
|
|
|
Work Order
|
Dependency Group
|
SVMXC__Dependency_Group__c
|
2. Configure Process Builders or Flows for the objects related to the Job Dependency feature.
For more information: