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SFM Transaction Designer: Hide Sections/Fields

SFM Transaction Designer: Hide Sections/Fields

SFM Transaction Designer: Hide Sections/Fields

Currently any fields referenced in look-up filters, validations, etc. must be visible in the SFM layout.  This creates the situation where fields are technically required, but have no value added to the user, which leads to questions and annoyance.

Request is to allow these technically required fields to be on the SFM layout, but hidden from user.  This function should be available at field or section level...something like "Background Only".

This will allow the UI to be cleaned up considerably while still allowing technical functionality.

What is the underlying problem do you intend to solve with this idea?
Currently any fields referenced in look-up filters, validations, etc. must be visible in the SFM layout. This creates the situation where fields are technically required, but have no value added to the user, which leads to questions and annoyance.
How is the problem being addressed today, if at all?
Fields have to be included on the layout. No workaround.
Product Area?
Work Order Management
What version of ServiceMax are you on?
Summer 16
13 Comments
Pastry Chef
Pastry Chef

This feature would reduce the number of fields that we have on our work order header by 20+ fields which we are referencing in literals, formulas, and validation rules.

Customer Success Team
Customer Success Team

bio-rad​

Roast Chef
Roast Chef

Feedback from our users is unanimous in that they only want to see the few fields they are required to fill, so this issue is quite critical to delivering positive experience.  Additionally, in evaluating FSA, this is especially important as the best experience seems to be single-column.  Excessive scrolling is then required due to technical fields required for formulas, validations and lookups. 

Staff Chef
Staff Chef

pitney bowes​ would also use this feature

Pastry Chef
Pastry Chef

Very similar idea here, please vote:  

Pastry Chef
Pastry Chef

Hello Nick, we are seeing this with the FSA 3.0 app. Within the same section in the SFM page layout, the format changes from 2 column to 1 column suddenly. We have specific work order fields in one column and specific case fields in the other. On the FSA, the columns are jumbled making it more difficult to complete the work order.

We are considering either changing our SFM page layout or creating a new mobile only SFM and layout. The good thing with the FSA is that the SFM page layout sections are displayed as links on the left-column of the view, so it's easy to click on a specific section.  One of our strategies we have used it to have an SFM page layout section solely dedicated to referenced fields.

I agree, though, that if the user has to scroll past all fields/sections that are currently needed for all validations and literals and in a single-column view, it will be inefficient and frustrating.

Roast Chef
Roast Chef

Thanks Adam - voted on that one as well as they are indeed similar.  Ramesh Kotamareddy

Roast Chef
Roast Chef

Hi all - just checking if any new information has come in this area during Maximize.  This is probably at the top of our list at this point due to usability concerns.

Line Chef
Line Chef

Would be useful if show/hide fields could be conditional also e.g. show or hide field based on another field value or condition. It would help guide user entry.

Roast Chef
Roast Chef

Absolutely.  Guided entry, similar to SFDC flows, are really the required outcome for proper mobile use.