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. Launch Max Designer, and then on the Developer Tools (
) launchpad menu, expand the Development Tools section and click Transform Templates.
) launchpad menu, expand the Development Tools section and click Transform Templates.2. 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
3. On the Transform Template 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>)" } |
4. To trigger real-time sync when only custom fields are updated, launch Max Admin, and then in the System Management (
) launchpad menu, click HTTP Notification Requests.
) launchpad menu, click HTTP Notification Requests.5. Open the Update Job notification request record, and then in the Observed Fields tab, click Link (
) and select and link the relevant custom fields.
) and select and link the relevant custom fields.For more information: