SFM Transaction Designer

I know a re-design of the SFM Transaction Designer is already on the road map but just in case this is not already in the new UI design feature list.

Right now when working in the SFM Transaction Designer you have to click into every field to see if that field is Required or Read Only.  It would be a nice feature to see visually on the field if that field is Required or Read Only like it does when the SFM is executing (see screen shot below).

Ted GordonPei WongRajesh RaoChris Wada​  sfm transaction and docs designer​ roadmap​

What is the underlying problem do you intend to solve with this idea?
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How is the problem being addressed today, if at all?
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Product Area?
Other
What version of ServiceMax are you on?
Summer 16
4 Comments
Roast Chef
Roast Chef

Fully support.  Few other SFM Transaction Designer issues for consideration:

1)  The SFM Transaction Designer does not fit with the FSA layout, so only way for FSA configuration is trial/error (more or less)

2)  The SFM Transaction Designer is overridden by FSA depending on field type.  For example, I have two column section and FSA is changing to single column layout not spanned for text fields

3)  When adding a new field to layout, setting Read-only, and then drag/drop, the Read-only is removed

4)  Can we get key metrics for the SFM on a summary screen.  For example, how many required fields, how many lookups, total data validation rules, etc.  This would make it easier to see at a glance if there are any issues.

Lisa Mercer

Pastry Chef
Pastry Chef

Agreed about the visual queues or statistics on SFM Page Layouts. One more challenge... currently, the 'Read Only' and 'Required' checkboxes visually move in the screen UI. Sometimes, 'Read Only' is on top of 'Required' sometimes it's on the bottom. This means that an admin has to pay very close attention when adding field attributes to a layout full of fields.

Lisa Mercer

Roast Chef
Roast Chef

Hi Michael - we have noticed this as well.  This is especially risky due to reason those fields are often set as Read-only or required. 

Community Manager
Community Manager

For those interested, we have a Design Time on Tuesday the 10th that is focused on the new SFM Designer! We hope you'll join and share what's important to you.

Design Time: Designer 2.0

RSVP yes or maybe to the event and I'll drop a calendar invite on your schedule!