Service Modules > Scheduling and Optimization > Service Board > Service Board Usage and Configuration > Service Board for Implementers > Service Board Configuration Tasks > Configuring Real-Time Sync to Support Custom Fields
Configuring Real-Time Sync to Support Custom Fields
After you configure real-time sync during initial implementation, you must make additional settings to ensure custom fields are synchronized properly. You first configure settings on the Max platform, and then make additional settings in Salesforce.
To configure real-time sync to support custom fields:
1. In Max Designer, click Developer Tools () > Development Tools > Transform Templates, and then on the Transform Templates list, click any of the following templates.
◦ Job to WorkOrder Update Template
◦ SME to Appointment Update Template
◦ WorkOrder to Job Create Template
◦ WorkOrder to Job Update Template
◦ Appointment to SME Create Template
◦ Appointment to SME Update Template
2. On the Transform Template record page, on the Overview tab, in the Custom Field Mappings box, enter mapping code, and then click Save and Close ().
* 
The example code in the table shows how to map a single custom field for each transform template. You must specify custom mapping code for each data type associated with any custom fields that you create and add to the Job to WorkOrder Update Template and the WorkOrder to Job Create Template. For more information, see Appendix B: Max-to-SFDC Data Type Mappings.
Template Name
Example Mapping Code
Job to WorkOrder Update Template
 
{
  "payload":{
    "fields":{
      "<custom_field_id>":"payload.fields.dev_custom_field"  }
WorkOrder to Job Create Template
 
{
  "dev_custom_string_field”:“fields.<custom_string_field_id>”
}
WorkOrder to Job Update Template
 
{
  "dev_custom_string_field”: “fields.<custom_string_field_id>”
}
Appointment to SME Create Template
 
{
  "payload":{
    "fields":{
      "<custom_datetime_field_id>":"isoInverseDateFormat(payload.fields.dev_custom_datetime_field)"
    }
  }
}
Appointment to SME Update Template
 
{
  "payload":{
    "fields":{
      "<custom_datetime_field_id>":"isoInverseDateFormat(payload.fields.dev_custom_datetime_field)"
    }
  }
}
SME to Appointment Update Template
 
{
  "dev_custom_datetime_field":"isoDateFormat(fields.<custom_datetime_field_id>)"
}
3. To trigger real-time sync when only custom fields are updated, in Max Admin, click System Management () > HTTP Notification Requests, and then in the list view, click Update Job.
4. On the record page, click Observed Fields Tab > Link (), and then select and link the relevant custom fields.
Was this helpful?