Upgrade Considerations for ServiceMax Configurator
The following table provides information that helps you to determine whether you must run ServiceMax Configurator for the 24.1, 23.2, and 23.1 releases.
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Criteria
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Deployment Options
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Checks for 24.2, 24.1, and 23.2
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Is it required to run ServiceMax Configurator?
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Yes
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Is it required to select Deployment Options?
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Load Legacy Profiles
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No
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Load Standard SFM Flows
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Yes
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Load Standard SFM Wizards
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No
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Updates to the Existing Configurations and Standard SFMs
The following table provides information related to updates to the existing configurations or standard SFMs. The updates related to each release are listed as columns. After upgrading the ServiceMax package to 24.2, 24.1, or 23.2, you must run the ServiceMax Configurator for the following items to be updated in your org.
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Configuration Items
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For ServiceMax 24.2 Release
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For ServiceMax 24.1 Release
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For ServiceMax 23.2 Release
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Updates to Existing Configurations
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• The following picklist values are added:
◦ New picklist values for SVMXC__SM_Integration_Source__c field in Work Order object
◦ Copilot_Action picklist value for the SVMXC__Action_Type__c field in SVMXC__ServiceMax_Processes__c object
◦ New picklist value Canceled for Work Plan Task object
• Not Started picklist value for the SVMXC_SM_Status_c field in the SVMXC_WPLN_WOServiceProduct_c object
• Standard SFM and Mapping PM_MAP_TemPlan002 is updated for new field Work Order Duration.
• Standard PageLayout PAG_PM_Template update:
SVMXC__SM_WorkOrderDuration__c field added in Child section - Page Detail UniqueId: DETL114
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• The following picklist values are added:
◦ UI-Component picklist value in Custom Action Type field for ServiceMax Process object.
◦ Attachment-Pending picklist value in Status field for Service Tip object.
• The standard mapping SVMXSTD: Warranty Terms to Warranty (MAP021) is updated with the Travel % Coverage field.
• The standard Custom Action Issue Report/Feedback (OTH065) of type SF Action is added.
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NA
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Updates to the Existing Standard SFMs / New SFMs
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The following SFM processes are added:
• Create Work Order From Case - With Service Product
• Create Service Products from Case Lines
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The following standard SFMs are updated with the new code snippet Code011: Advanced Get Price.
• Create Usage Lines from Estimates (TDM015)
• Manage Work Order Lines - Usage (TDM016)
• Manage Work Order Lines - Estimates (TDM017)
• Capture Downtime(Capture_Downtime)
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NA
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Configurator Size
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Running the Configurator with all deployment options requires approximately 31 MB of storage in the org.
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For more information about the Configurator deployment options, see Configurator Deployment Options.