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Mobile offline - support business logic calculation

Mobile offline - support business logic calculation

Mobile offline - support business logic calculation

Background:

Signature for customer approval is needed upon work completion, but all work in hospitals are done offline.

Issue:

When the device goes online after work completion, error may occur if complex checking is applied on server side, causing discrepancy with already issued PDF approved by customer.

Request:

It would be troublesome to ask for customer approval repeatedly. Please allow for checking by validation rule or formula on SFM.

Issue 1:

It is troublesome to input the ID of the current user repeatedly. Please allow SFM mapping or initial value input by mathematical expression.

Request 1:

The ID of the current user can be acquired by using SFM Literal: SVMX.CURRENTUSERID, but I want to use it with a lookup filter other than Mapping, for example.

Issue 2:

It is necessary to report the number of workers involved in Work order. Please add mathematical functions so that it can be automatically calculated.

Request 2:

With regard to counting of Detail Record, it is possible to implement it with a custom field of Roll-up Summary type, but we want to compile with distinct applied to individual field values.

Issue 3:

It is necessary to report the name of workers involved in Work order. Please add mathematical functions so that it can be automatically calculated.

Request 3:

Please allow formulas to copy the value entered in Detail Record to Header Record.

Issue 4:

A signature for customer's approval is required at the completion of the work, but all work at the hospital is done offline. We need to pass the signed paper immediately to the customer representative. For that reason Field Engineer carries a mobile printer.

Request 4:

We want FSA to be printable from mobile printer even offline.

What is the underlying problem do you intend to solve with this idea?
When the device goes online after work completion, error may occur if complex checking is applied on server side, causing discrepancy with already issued PDF approved by customer.
How is the problem being addressed today, if at all?
Not yet solved.
Product Area?
Mobile Field Service Management
What version of ServiceMax are you on?
Winter 17
2 Comments
Product Team
Product Team

Noriyuki Sekine

1. Allow for checking by validation rule or formula on SFM. : We have provided the ability to build and execute offline validations on FSA tablet apps in 19.1. This should take care of the first use-case you mention.

2. SVMX.CURRENTUSERID : Is the ask to support this literal in "Value maps for new records"?

3. Report the number of workers involved in Work order --> Can you detail the requirement here and why a roll-up summary wouldn't work.

4. Allow formulas to copy the value entered in Detail Record to Header Record : In 19.2, we are enhancing our ability to update SFM field values based on custom logic in JS Snippet, which would work offline too. This I think will meet your requirements

5. FSA to be printable from mobile printer even offline : FSA iPad allows this using AirPrint printers. Does this help?

Based on your feedback, we may have to split the above asks into different ideas just for us to be able to track them better. Thanks.

Staff Chef
Staff Chef

@archana_krishna , I agree this needs to split into multiple ideas as it is now showing as on the roadmap it is potentially misleading. Maybe a call is needed with the customer to clarify?

Regards, Richard