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Default "Quick Action" to create Event in serviceMax Go able to be modified

Default "Quick Action" to create Event in serviceMax Go able to be modified

Default "Quick Action" to create Event in serviceMax Go able to be modified

In the new application, ServiceMax Go, the default quick action to create a new event in the calendar window (the '+' button in the bottom right corner), cannot be changed. It currently uses a standard SFM Transaction that it is not possible to edit. We tried to remove it from the SFM Mobile Permissions and in the SFM App Permissons, but the default SFM still opens up when clicking in the button.

However, in the FSA App, if we only leave our custom SFM in the SFM App Permissions visible in the mobile, the default quick action (in FSA, its a button labeled "New Event") opens the correct SFM we chose.

 

This should also be supported in ServiceMax Go, inclusively being able to choose which SFM to work with.

What is the underlying problem do you intend to solve with this idea?
Address business requirements when creating an Event, filling in custom fields.
How is the problem being addressed today, if at all?
Not addressed.
Product Area?
Mobile
What version of ServiceMax are you on?
ServiceMax Go 1.1
12 Comments
Roast Chef
Roast Chef

I agree, this is something that is really limiting on the GO app - as you rightly say this can be changed for FSA to launch whichever SFM you select, this really needs to be the same in the GO app. We have a different create event SFM, which has customised fields within, however an engineer could press this "+" on the calendar page and this launches a different "Create Event" page - which is confusing and different than our customised event creation from mobile SFM. 

Pastry Chef
Pastry Chef

Agree with this idea.

Would also be good to be able to disable it completely via a configuration setting, as our events are all created via an external system so we don't want our techs being able to create them manually. 

Product Team
Product Team
Status changed to: Product Team Review

Noted this is under review.

 

Sushi Chef
Sushi Chef

Great idea.

Product Team
Product Team

@darrin FYI as I know we are redoing calendar for 1.6 with some tweaks.

Product Team
Product Team

Hey @TrevAlexSVMX Thanks for tagging me and thanks for the feedback everyone. We’ve been working through some calendar items for an upcoming release so the post is helpful! The goal is to have these in 1.6 but I don’t know if that is confirmed yet.

@luisflameira @mark_v3553 @acooper 

While we’re on the topic of having a custom SFM being triggered by the floating ‘+’ button on the bottom right corner, have any of you tried using the “Create New” icon (looks like a document with a +) in the header? It gives you a list of different SFMs to create. 

How often is this header action being used, and what does your org use it for? Do you find it useful that it’s available to you through many different areas of the app, like the Sync shortcut?

25AD86CB-0EE8-41E6-86B4-CE3B851E5368.jpeg

Roast Chef
Roast Chef

Hi @darrin 

Yes that is what we would prefer, we have the SFMs shown in here to create things like events and IP’s etc. The floating + sign in the calendar being fixed as Create Event causes confusion because it means an engineer can create an event in two ways.... 

Thanks! 

Product Team
Product Team

Thanks @mark_v3553 

So it is preferred to access SFMs through the header because shows a list of available SFMs to choose from. The current floating button is confusing because it doesn't show the expected SFM.

Essentially, it sounds like the floating button isn't useful for your usecase. I think @acooper's suggestion to hide or disable the button would be a potential solution for us to look into. With this, engineers would only have access to create new SFMs via the header action.

I'm curious though, is the expected SFM for the floating button also an event? What I mean is, does it show up in the calendar after it's been created? Or is it an SFM unrelated to the calendar completely?

-Darrin

Roast Chef
Roast Chef

Hi @darrin 

Yes you can create an event which shows on the calendar so effectively you have two ways to create an event, but in the custom SFM we have built for the creation of events we have some mandatory fields but by using the floating + button these fields are just the standard Salesforce calendar event fields, meaning the custom mandatory ones we create are ignored if the floating + is used. The SFM in the header gives us the ability to effectively put more quick launch SFM's in there, whereas the floating + button does one thing only. 

Thanks, Mark 

Roast Chef
Roast Chef

Good day, is there any update on this? We are looking to roll out GO to all our users across Europe, but the issue of this button will pose risk I cannot yet allow to proceed until it's optional that we can remove this floating + button? Any update would be appreciated.