Configuring Work Order and Appointment Status Mappings
You can configure status mappings from the Order Status field of the Saleforce Work Order object to the Status field of the Appointment object in Max Designer.
To configure Work Order and Appointment status mappings:
1. In
Max Designer, on the
Developer Tools (
) launchpad menu, click
Transform Templates, and then in the list view, click the appropriate template for the Salesforce org provisioned for your
Service Board tenant:
◦ WorkOrder to Job Update Template
◦ WorkOrder to Job Update Template - Foundation
2. On the record page, on the
Overview tab, in the
Custom Field Mappings field, update JSON status mappings as follows, and then click
Save (
).
"appointment_status": "mappingStatus(fields.SVMXC__Order_Status__c, null, [[\"StatusOne\":\"Closed\",\"StatusTwo\":null, \"MappedStatus\":\"Demo\"], [\"StatusOne\": \"Completed\",\"StatusTwo\":null, \"MappedStatus\":\"Finished\"]])"
3. If the Salesforce org provisioned for your
Service Board tenant is not
Foundation-enabled, in
Max Admin, on the
User Management (
) launchpad menu, click
Settings, and then in the list view, click
Default Mapping Between Appointment Status and Work Order Status.
4. On the record page, on the
Overview tab, in the
Default Value field, modify the JSON code, and then click
Save and Close (
).
{
"svmx_appointment" : {
"null,Pending" : "Open",
"Pending,Accept" : "Open",
"Pending,Canceled" : "Open",
"Pending,Rejected" : "Open",
"Accepted,En Route" : "Open",
"Accepted,Rejected" : "Open",
"Accepted,Canceled" : "Open",
"En Route,Onsite" : "Open",
"En Route,Incomplete" : "Closed",
"En Route,Canceled" : "Canceled",
"Onsite,Finished" : "Completed",
"Onsite,Incomplete" : "Closed",
"Onsite,Canceled" : "Canceled"
}, "svmx_job" : {
"null,Canceled" : "Canceled"
}
}
| Typically, the Order Status field is updated based on status changes in Appointment records. For Jobs without scheduled Appointments, Service Board uses the default status mappings between Jobs and Order Status values defined in the svmx_job section. For example, when Jobs that are not yet dispatched are canceled, Service Board uses these mappings. |
5. For
Foundation-enabled Salesforce orgs, in
Max Designer, on the
Administration (
) launchpad menu, expand the
App Configuration Management section and click
Configurations, and then in the list view, click
Foundation Workflows.
6. On the record page, on the Setting Values tab, click Default Mapping Between Appointment Status and Work Order Status - Foundation, and then on the Setting Value record page, update the Value field to customize the mappings.
For more information: