Enabling Automatic Address Resolution
Certain Service Board features, such as travel time calculation, Resource recommendations, and routing, require Address fields to have latitude, longitude and formatted address values. In cases where records synced from Salesforce lack these field values, you can enable automatic address resolution. Automatic address resolution is implemented as an Event Handler in Service Board and is triggered when users save records with Address field changes. For example, if the default location for a Resource is updated manually in Service Board or during real-time sync from Salesforce, automatic address resolution is triggered when records are saved to resolve the default location by using the configured map provider service.
Automatic address resolution is executed only when latitude, longitude or formatted address values in Address fields are not set. During execution, the event handler checks whether formatted address values are specified, and if so, resolves latitude and longitude values by using the configured map provider service and sets the applicable values in the Address field. Otherwise, the event handler checks whether latitude and longitude values are specified, and if so, resolves the formatted address by using the configured map provider service and sets the applicable values in the Address field. If no latitude, longitude, and formatted address values are specified, the event handler attempts to concatenate address information as a query keyword based on the address pattern defined for the current user's default language, and queries the map provider service to resolve the missing values and set them in the Address field.
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• By default, automatic address resolution is disabled.
• Bulk address resolution for Job, Resource, Appointment, and Event objects is supported, but is disabled by default. Contact ServiceMax Support to enable this option.
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To enable automatic address resolution:
1. In
Max Designer, on the
Developer Tools (
) launchpad menu, expand the
Development Tools section and click
Event Handlers, and then in the list view, click
Auto Resolve Address For Address Field.
2. On the record page, on the
System Info tab, select the
Active check box, and then in the top left corner, click
Save and Close (
).
3. On the
Development Actions (
) launchpad menu, click
Synchronize.
| • To avoid performance issues, automatic address resolution is not triggered during initial sync, even if enabled. • Be aware that your organization may incur excessive address resolution costs. Therefore, before you enable this feature, contact your ServiceMax account representative. |
For more information: