cancel
Showing results for 
Search instead for 
Did you mean: 

How do I create a Service Report Output doc in the language of the Account or Contact on the Work Order?

Highlighted
Pastry Chef
Pastry Chef

How do I create a Service Report Output doc in the language of the Account or Contact on the Work Order?

Jump to solution

Our technicians travel to foreign countries commonly and we need to submit the service report as an output doc in the local language for that customer.

Example: Technician A is based in the UK and speaks English. Tech A is sent to a complex job in Switzerland to a customer that speaks French. While Tech A is in Switzerland, tech A visits another customer in-country that speaks German.

All service reports should render in the language of the customer, not the technician (logged in user).

1 Solution

Accepted Solutions
Grill Chef
Grill Chef

Re: How do I create a Service Report Output doc in the language of the Account or Contact on the Work Order?

Jump to solution

Hi Michael,

We have solved this by adding a custom field to the location(site) object that specifies the customer prefered output document language.

On the WO we have added a formula field that reads the language information from the location.

Then we have created an output document SFM for each language that we use and added these SFMs to individual wizards that will show based on the content of the WO language field.

Simple but effective.

Kind regards

Bram de Jong

View solution in original post

Employee
Employee

Re: How do I create a Service Report Output doc in the language of the Account or Contact on the Work Order?

Jump to solution

Hi Michael Majerus,

Thank you for posting here in the community.

I know that it is something that a lot of individuals would love to know about.

I have found content but will post that shortly once I have been able to consolidate it.

Regards,

Siva

crt_sivas​

Pastry Chef
Pastry Chef

Re: How do I create a Service Report Output doc in the language of the Account or Contact on the Work Order?

Jump to solution

Hello Siva,

Any update on the content you found? We are actively looking for a supported solution to this issue. Thank you!

Fry Chef
Fry Chef

Re: How do I create a Service Report Output doc in the language of the Account or Contact on the Work Order?

Jump to solution

Hi Siva,

do you have any update on this?

we do have exactly the same requirements.

BR

Michael

Line Chef
Line Chef

Re: How do I create a Service Report Output doc in the language of the Account or Contact on the Work Order?

Jump to solution

Hi Siva,

we have the same issue. Have you a solution for this issue?

My idea was that it must be posible like the change from "true"/"false" to "Yes"/"No" with Checkbox in doc designer . But my tests were not successfull.

Kind Regards,

Marcel Schwarze

Grill Chef
Grill Chef

Re: How do I create a Service Report Output doc in the language of the Account or Contact on the Work Order?

Jump to solution

Hi Michael,

We have solved this by adding a custom field to the location(site) object that specifies the customer prefered output document language.

On the WO we have added a formula field that reads the language information from the location.

Then we have created an output document SFM for each language that we use and added these SFMs to individual wizards that will show based on the content of the WO language field.

Simple but effective.

Kind regards

Bram de Jong

View solution in original post

Sushi Chef
Sushi Chef

Re: How do I create a Service Report Output doc in the language of the Account or Contact on the Work Order?

Jump to solution

Yes, that's an good idea.
Do you do this only on Location level? An idea is to add the field "Communication Language" on Account level as well. This can be filled for the Location from the Account lookup.
When you have different languages for several countries this can be used as selection for the different language layouts for the Service Report.


Kind Regards,  


Hans van Mil
Senior CRM Solution Consultant ServiceMax | Group IT

Email: hans.vanmil@dormakaba.com

Grill Chef
Grill Chef

Re: How do I create a Service Report Output doc in the language of the Account or Contact on the Work Order?

Jump to solution

Hi Hans,

Yes on location level as (key) accounts could have locations cross-border

/Bram

Sushi Chef
Sushi Chef

Re: How do I create a Service Report Output doc in the language of the Account or Contact on the Work Order?

Jump to solution

OK, understand.
This Communication Language field is a Picklist Item type I presume.
Like items as: DE - NL - EN - FR - IT - SP


Kind Regards,  


Hans van Mil
Senior CRM Solution Consultant ServiceMax | Group IT

Email: hans.vanmil@dormakaba.com

Grill Chef
Grill Chef

Re: How do I create a Service Report Output doc in the language of the Account or Contact on the Work Order?

Jump to solution

Yes, we simply use: English, French, Spanish, Portugese, Italian  etc.

Pastry Chef
Pastry Chef

Re: How do I create a Service Report Output doc in the language of the Account or Contact on the Work Order?

Jump to solution

Hi Michael / Bram

We did pretty much the same thing as Bram, where countries have multiple languages, like Belgium, we just had a button for each language on wizard bar (BE-FR, BE-NL, BE-DE) and the engineer would select the appropriate one for that customer.

Thanks

Russ

Roast Chef
Roast Chef

Re: How do I create a Service Report Output doc in the language of the Account or Contact on the Work Order?

Jump to solution
We have a custom object for the translations of the report fields and labels per language. We then have a country on the IP and the preferred language on the account combinations to select the right translation when creating the report. This is used online in an html class to build the report and attach it to the WO. For offline I created label translation fields on WO that are populated by a trigger when the WO is created. I then use the data from those fields in the sfm output doc template.  The mobile report is not fully translated (because I'd have to pull all the translations onto the WO) but it is enough. 


Sushi Chef
Sushi Chef

Re: How do I create a Service Report Output doc in the language of the Account or Contact on the Work Order?

Jump to solution

Just would like to know if this also solves the problem we have where ServiceMax is using the translations for the fields etc. but NOT for the pick list values, these will stay in the language of the user (so a Dutch speaking Technician can create a French Service Report for a French speaking Account and the Service Report will be in French but the picklist values will all show in Dutch :-(
We do have an idea to fix this in the idea exchange so if your solution solves this, we can close the idea or otherwise all please vote for our idea :-)

Staff Chef
Staff Chef

Re: How do I create a Service Report Output doc in the language of the Account or Contact on the Work Order?

Jump to solution

Hi Rob van Waveren, please share the link to your idea so we can vote on it.

Regards, Richard

~If my post was useful, please give me a thumbs up! Mark correct answers as 'solutions' so we can all find answers faster!~
Sushi Chef
Sushi Chef

Re: How do I create a Service Report Output doc in the language of the Account or Contact on the Work Order?

Jump to solution

Like this you mean:

Staff Chef
Staff Chef

Re: How do I create a Service Report Output doc in the language of the Account or Contact on the Work Order?

Jump to solution

thanks Rob

~If my post was useful, please give me a thumbs up! Mark correct answers as 'solutions' so we can all find answers faster!~