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 24.1, 23.2, and 23.1
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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 24.1, 23.2, or 23.1, 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 24.1 Release
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For ServiceMax 23.2 Release
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For ServiceMax 23.1 Release
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|---|---|---|---|
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Updates to Existing Configurations
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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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The following picklist values are added:
• The "Email" picklist value is added for Custom Action.
• The "Daily" picklist value is added in the Run Type field and also added in the Time Tracking Schedule record type.
• The "Scheduled Services“ picklist value is added in the Type field of the ServiceMax Jobs object.
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Updates to the Existing Standard SFMs
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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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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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Running the Configurator with all deployment options requires approximately 31 MB of storage in the org.
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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.