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Filter events that download to mobile

Grill Chef
Grill Chef

Filter events that download to mobile

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We use events to forecast and sometimes those events aren't confirmed appointments yet. Is it possible to filter appointments so they don't all download to the mobile user's phone?

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Employee
Employee

Re: Filter events that download to mobile

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Micah,

Check out Set0012: 'Event Criteria for iPad' under the technician ServiceMax Group Profile under:

Module: 'ServiceMax iPad Client'

Submodule: 'Synchronization'

Below is from the ServiceMax user guide.

Name: Event Criteria for iPad client
Details: Use this setting to add filter criteria for events. Criteria added in this setting will get applied when synchronizing events between SFDC and iPad client. Event criteria must be specified as SOQL query where clause. Examples are

and Event_Status__c != 'Reserved'

and Drip__c = True

where Event_Status__c is a picklist field and Drip__c is a checkbox field.

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Employee
Employee

Re: Filter events that download to mobile

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Hi Micah Perry​,

Currently there is no way to filter events from being downloaded. The events are downloaded for the assigned technician/s no matter the status of the event or associated work order. I would recommend creating an Idea for this item.

Thanks,

Godo

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Employee
Employee

Re: Filter events that download to mobile

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Micah,

Check out Set0012: 'Event Criteria for iPad' under the technician ServiceMax Group Profile under:

Module: 'ServiceMax iPad Client'

Submodule: 'Synchronization'

Below is from the ServiceMax user guide.

Name: Event Criteria for iPad client
Details: Use this setting to add filter criteria for events. Criteria added in this setting will get applied when synchronizing events between SFDC and iPad client. Event criteria must be specified as SOQL query where clause. Examples are

and Event_Status__c != 'Reserved'

and Drip__c = True

where Event_Status__c is a picklist field and Drip__c is a checkbox field.

View solution in original post

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Grill Chef
Grill Chef

Re: Filter events that download to mobile

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That looks like it would work for us but we use the iPhone app. Do you know if they setting works with iPhone?

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Employee
Employee

Re: Filter events that download to mobile

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Yes, it should work.  Many of the settings under that section apply to all mobile applications (Android, Laptop, iPhone, iPad). 

I would recommend testing using a standard field first as a filter. 

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Grill Chef
Grill Chef

Re: Filter events that download to mobile

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I updated the criteria to be Confirmed__c != 'Partially Confirmed'

I received an error message when performing a reset app on mobile:

Unexpected token: 'Confirmed__c'

I assume I need to somehow push the metadata for the custom field to the phone. Any idea how I do that? The custom field is a picklist.

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Grill Chef
Grill Chef

Re: Filter events that download to mobile

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I solved this by including the and word before my filter even though I only have 1 filter.

and Confirmed__c != 'Partially Confirmed'

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Employee
Employee

Re: Filter events that download to mobile

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Excellent glad it worked!

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