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Service/Maintenance Contract - Advanced Download Criteria

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Pastry Chef
Pastry Chef

Service/Maintenance Contract - Advanced Download Criteria

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Hi All,

We have a lookup field on the work order object to the associated service/maintenance contract record. If this field is populated with a related record I would like to download it via the Advanced Download Criteria to the mobile device. Is this possible as I have tried to define this within ADC but the lookup on the view process is not linked?

Thanks

ADC_SVMX.jpg

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Employee
Employee

Re: Service/Maintenance Contract - Advanced Download Criteria

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Hi Brenden,

One thing to check is that you have an SFM view setup for the Service Contract object and it is assigned to the SVMX profile, in SFM Mobile Permissions setup, used by the mobile user.

Javed

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Employee
Employee

Re: Service/Maintenance Contract - Advanced Download Criteria

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Hi Brenden,

Try setting up the criteria expression for the Service Contract object as per the image below. This expression will download Service Contracts linked to a WO that is downloaded to the mobile app.

Screen Shot 2017-08-14 at 18.08.15.png

Javed

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Pastry Chef
Pastry Chef

Re: Service/Maintenance Contract - Advanced Download Criteria

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Hi Javed Ahmed

That is what exactly what I have done, we have renamed the Work Order object to Service Call so the only difference is the name of the related object. I will have a look into this a little further to investigate why the Service Contract is not downloading as part of the ADC.

Thanks

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Employee
Employee

Re: Service/Maintenance Contract - Advanced Download Criteria

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Hi Brenden,

One thing to check is that you have an SFM view setup for the Service Contract object and it is assigned to the SVMX profile, in SFM Mobile Permissions setup, used by the mobile user.

Javed

View solution in original post

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Pastry Chef
Pastry Chef

Re: Service/Maintenance Contract - Advanced Download Criteria

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Javed Ahmed thanks, I completely forgot to assign the view process to the profile I was testing with,

Cheers

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Staff Chef
Staff Chef

Re: Service/Maintenance Contract - Advanced Download Criteria

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Hi Brenden, it looks like a support case with ServiceMax may be your best way forward for help with this.

Regards, Richard

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Pastry Chef
Pastry Chef

Re: Service/Maintenance Contract - Advanced Download Criteria

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Thanks Richard Lewis