Upgrade Considerations
The upgrade considerations help you upgrade the ServiceMax application from any active maintenance window (AMW) version to the latest server version.
Follow the upgrade considerations of all the versions between your current and upgrade versions to ensure all updates adhere. For example, if upgrading from 23.1 to 24.1, you must follow the upgrade considerations for 23.1 and 24.1.
Prerequisite
Ensure the minimum required patch version to avoid a two-step upgrade process. For more information, see
Upgrade Process.
SFM Delivery
For customers using SFM React Delivery, upgrading to the 24.1 server release, and having wizard step with handover=true in wizards:
• On saving a record from SFM React Delivery, the handover to the next wizard step happens on the source record instead of the target record. This change is done to maintain uniform behavior between classic and lightning delivery.
• To know if you have any such configuration in your org instance, you must run a script to query the existing configured steps, that is Handover=True and Mode of Execution=Interactive.
• If you want to configure handover to the target record on the existing configuration, then the customer needs to run the script to update the field Display Record On Save with the value Target Parent Record. The Apex script is as follows:
List<SVMXC__ServiceMax_Processes__c> sfmStepList = [SELECT Id, SVMXC__Mode_Of_Execution__c, SVMXC__Name__c, SVMXC__Module__c, SVMXC__Module__r.SVMXC__Name__c, SVMXC__Target_Type__c, SVMXC__Handover__c, SVMXC__Process1__r.SVMXC__Name__c, SVMXC__Process1__c,SVMXC__Process2__r.SVMXC__Name__c from SVMXC__ServiceMax_Processes__c where recordtype.name = 'Wizard Step' and SVMXC__Handover__c = true and SVMXC__Mode_Of_Execution__c = 'Interactive' ];
String targetType = 'Source Parent Record' / 'Target Parent Record'; // Choose one of them based on the requirement
for(SVMXC__ServiceMax_Processes__c sfmStep : sfmStepList){
sfmStep.SVMXC__Target_Type__c = targetType;
}
update sfmStepList;
Additional Instructions
Ensure that you follow the upgrade instructions in the following areas as well: