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Clone lines inside an SFM (Work Detail lines, Case Lines etc.)

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Employee
Employee

Clone lines inside an SFM (Work Detail lines, Case Lines etc.)

It would be nice to have a "Clone" icon on the SFM line details.  Cloning lines using the native SFDC Clone button works as an alternative solution.  Any suggestions on alternative solutions?

It would be nice if the SFM Line editor could be configured to act like it does today or be an embedded Excel widget to enable easy cut and pasting between Excel and SFM forms.

#sfm​ sfm trasaction designer​ sfm configuration​ clone​ ideas​

Chris Wada

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Employee
Employee

Re: Clone lines inside an SFM (Work Detail lines, Case Lines etc.)

Update:  A good friend reminded me that you can use Linked SFMs to provide Clone functionality inside your SFMs.  Thanks for Meenakshi S​.

Here is the excellent Help guide in the ServiceMax online documentation.  ServiceMax Online Help

How to clone a child record in a Standalone Edit type SFM transaction

There is no clone option in SFM Delivery. However, you can configure a Source To Target All type SFM transaction to create a new child record from an existing child record, and configure this transaction as the Linked SFM process in your Standalone Edit type transaction. In SFM Delivery, invoking this linked process will provide clone and edit functionality, with navigation back to original transaction after creating each cloned record.

servicemax_help​ sfm​ clone​

Message 2 of 5
Product Team
Product Team

Re: Clone lines inside an SFM (Work Detail lines, Case Lines etc.)

Upcoming 19.1 release will support 'Clone' option on SFM Lines both on grid & extended edit when SFM delivery is launched in lightning. Snapshot for reference

Screen Shot 2019-02-08 at 10.21.15 AM.png

Screen Shot 2019-02-08 at 10.21.27 AM.png

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Roast Chef
Roast Chef

Re: Clone lines inside an SFM (Work Detail lines, Case Lines etc.)

Hi Shiva. The instruction documents say this is only for 'Add Parts', but the release notes don't mention this limitation. Can you please let us know if this is for all child lines or just parts? Thanks a bunch.

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Product Team
Product Team

Re: Clone lines inside an SFM (Work Detail lines, Case Lines etc.)

Hi Nick Sauer​ - The clone capability is available for all child lines based on 'Allow New' setting on Section Properties in SFM Designer.

Screen Shot 2019-02-15 at 10.41.00 AM.png

Note: Currently this feature is available on SFM Lightning Delivery-web only. This will be enabled on FSA later this year.

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