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Automatically Download Child Records

Automatically Download Child Records

Automatically Download Child Records

Our customer has a requirement to download all Installed Products related to an Account, when there is an event related to the Account. Currently this is not possible to configure through the advanced download criteria as you are limited to lookup fields. Since you cannot relate a record to itself we are not able to do this.

Instead it would be nice to include an object in the advanced download criteria and then have an option to select which child objects you would like to have automatically downloaded with it.

Currently only child records in a master-detail relationship will automatically be downloaded.

What is the underlying problem do you intend to solve with this idea?
Ability to get child records in advanced download criteria and not be limited to parent lookup fields. Case 00074455
How is the problem being addressed today, if at all?
No workaround has been found. Generally customers use Work Order and since there is a lookup to account on both WO and IB this works.
Product Area?
Mobile Field Service Management
What version of ServiceMax are you on?
Winter 18
1 Comment
Product Team
Product Team
Status changed to: Under Consideration

I've asked Engineering to review feasibility of this.