Is it possible to download only those products, which an technician have in his VAN? I tried via advanced download criteria to download "Product" by using following filter:
|Field Name||Operator||Value||Related Object||Related Objectm Field|
but it does not work.
I don't use the advanced criteria, just the standard Download Criteria
many thanks John! I think this could solve my problem. As I understand the "custom setting "iPad Data Cube" t's not a standard feature of SVMX, right? May do you have some more information about it.
many thanks again,
here is a link that will take you to the SFDC documentation in Help. This has a description and links to use etc..Custom Settings
here are a few details and screen shots. I would suggest you contact ServiceMax (Tech Support) for further questions on this method (they came up with it).
we are not using the state. We are using the Stocking location and the Territory number. The Formula field is looking to this object to see it the user has a stocking location.
In the second screen shot below, that would be how I would add myself to this custom setting if I needed trunk stock downloaded.
I need the Products, which are related to the product stock. The limit the data regarding product stock, I created and formula to check, if locations service engineer equals to current user. If yes, than download the records, which works good for me. But again, I need the products of product stocks data.
thx again, if you have any idea.
Here's how we selected the products:
I added a check box on the SFD Product = "Field Serviced Item". this was intended to flag service parts (trunk stock items).
The next step is to use this in the download criteria if true, then the product moves to the iPad.
Many thanks John. I will have a further look at it during the weekend. Hopefully it can solve my problem. Many thx so far and I wish you a great weekend.
I think it will not be possible using Advanced Download Criteria for using this issue. SMax UserDocs indicates that the top-level reference records must be scheduled in the event-window configured for the download (See http://userdocs.servicemax.com/ServiceMaxHelp/Winter16/en_us/svmxhlp.htm#MobileApps/MobileConfigurat...). As you won't be configuring an event-window for your Product Stock items, this won't work, I guess.
thanks for you feedback, and that's my feeling too. If I have a event on product stock it's available on mobile. Without I have to download all stockable products.
We have exactly the same process, first we do download all the service enabled parts to the products object (approx 6000 records), so each iPad will have the full list available. Next, from our ERP system, we get what part has been assigned to each engineers trunk stock, we then transfer this to Smx, but we set the ownership of the stock record in Smx to the engineers SF account, and then in the download criteria for the iPad, we just set it to download 'my owned' stock records.
And then on the parts entry look up we have an advance filter which simply limits to the products show to those in the product stock table:
It is a bit simplistic, but it does work.