Installed Base app - Field Lookup filters

Installed Base app - Field Lookup filters

Within Installed Base app when you click on a lookup field it doesn't filter

We have filters enabled in Salesforce for the field lookup and when you log in as a tech via web browser the filtering works, however via Installed Base app the filter is ignored and all the products portfolio gets displayed.

Call was logged with support and ask to raise it as an idea.

What is the underlying problem do you intend to solve with this idea?
Technicians are having to search through over 7500 products when we only use 23 products for Techs to select.My idea is to make the lookup fields filterable in Product IQ as this will eliminate loading times and confusion for technicians
How is the problem being addressed today, if at all?
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Product Area?
Installed Base Management
What version of ServiceMax are you on?
Spring 16
2 Comments
Product Team
Product Team

Hi all - this idea is addressed in Win'17 where SFM processes are integrated from the tree view and therefore actions with lookup filters can now be configured.

Delivered in Win 17 release