cancel
Showing results for 
Search instead for 
Did you mean: 

ServiceMax literal for user technician (technician assigned to current user)

ServiceMax literal for user technician (technician assigned to current user)

ServiceMax literal for user technician (technician assigned to current user)

Today, we currently have literals for: User Trunk, Owner, Today, Tomorrow, Current Record etc.

But it is missing a literal to fetch the technician (service group member) assigned to the current salesforce user. We need a literal such as: SVMX.UserTechnician

As we use self dispatch, this would be extremely helpful as we could build an SFM to simply assign a work order to myself, by creating a map and using this new literal SVMX.UserTechnician. Currently, the tech has to search through a list and choose his/her name every time they want to assign a work order to themselves which is a lot of unnecessary clicks where

It would also be very useful in SFM Formulas and SFM Validation Rules too.

What is the underlying problem do you intend to solve with this idea?
Enhanced functionality
How is the problem being addressed today, if at all?
n/a
Product Area?
Mobile Field Service Management Work Order Management
What version of ServiceMax are you on?
Summer 16
4 Comments
Staff Chef
Staff Chef

Hi ‌, have you investigated code options for this while you wait for the out of the box solution? Or could you store the Technician ID on the user record and pull that in using your literal. This could be set by code or manually maintained.

Regards, Richard

Employee
Employee

Anita D'Souza​ FYI

Roast Chef
Roast Chef

We had a similar issue when the field service team would create additional work orders in the field. They would have to search every time for their record so that they could assign the Salesforce event to themselves.

The following solution was deployed, it's not great but it was better then the technicians having to search every time to assign themselves work.

Formula created on the Technician/Equipment record

$User.Id = SVMXC__Salesforce_User__r.Id

Added to Download Criteria

They then can assign it to themselves.

Product Team
Product Team
Status changed to: Under Consideration