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Save and Return button on SFM Transaction

Save and Return button on SFM Transaction

Save and Return button on SFM Transaction

Status: Active Submitted by Employee on ‎08-30-2017 08:39 AM

For "from Source Object to create new header and child records" SFM types, have an option for a Save and Return button. When clicking this button, it saves the new record (and related records) and then returns the user to the source record. This is to minimize clicks/taps for complex processes. For example, it is common for our clients to create one or more supporting documents from the Work Order (safety inspection, quality inspection, etc.).

What is the underlying problem do you intend to solve with this idea?
Minimize clicks/taps and therefore save the user time.
How is the problem being addressed today, if at all?
Yes, but requires more taps/clicks to navigate back to the source record.
Product Area?
Mobile Field Service Management Parts Management Returns Management & Depot Repair Work Order Management Other
What version of ServiceMax are you on?
Summer 16