cancel
Showing results for 
Search instead for 
Did you mean: 

Ability to Download Attachments from multiple types of records

Highlighted
Line Chef
Line Chef

Ability to Download Attachments from multiple types of records

Servicemax documentation specifies that attachments related to any top-level object can be downloaded to FSA, so long as the following conditions are satisfied:
 
1. The record of top-level related object (e.g. Work Order) MUST be related to an event
2. Attachments can be configured for downloading ONLY using Advanced Download Criteria
3. The top-level related object can be any object such as Parts Order, IB, and so on, provided point 1 above is satisfied
 
So we created a Location lookup on the Event object and a process builder so that whenever a WO is dispatched and an event is created and related to a WO, we also relate it to the Location via the new lookup. However, this has not resulted in Location Attachments being pulled down into FSA, and it appears that Location Attachments only get pulled down when the main, standard Related To lookup on event.
 
Will the ability to download Attachments from multiple types of records (e.g. Work Orders AND Locations) be possible in a later ServiceMax version?  Is this in the pipeline?
0 Likes
Reply
Highlighted
Product Team
Product Team

User Reply Ability to Download Attachments from multiple types of records archana_krishna

@nelsmatt  

This request is on the lines of an existing idea https://community.servicemax.com/t5/Mobile-Ideas/Dynamic-Download-rules-without-an-Event/idi-p/13406

We have plans to make the mobile configuration flexible to meet this requirement. Please note that these enhancements will be applicable to ServiceMax Go app only.

0 Likes
Reply
Highlighted
Line Chef
Line Chef

User Reply Ability to Download Attachments from multiple types of records nelsmatt

@archana_krishna do you have an ETA for this new enhancement?

0 Likes
Reply
Highlighted
Product Team
Product Team

User Reply Ability to Download Attachments from multiple types of records archana_krishna

@nelsmatt sorry missed seeing this message earlier.

We are planning this early next year. Will keep this idea updated with progress..

0 Likes
Reply