Learn how to connect Zinc to your ServiceMax instance.
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Steps for setting up Zinc for ServiceMax.
To set up Zinc for ServiceMax:
Step 1. From a web browser connected to the internet / login to your ServiceMax instance.
Step 2. Using Classic View of ServiceMax, Navigate to the Work Order Tab
Step 3. Select Create New Field from the sidebar menu on the right side of the page. (You can also navigate to Setup from your home screen, under Create /Objects, select Work Order. Under Custom Fields & Relationships, select New)
Step 4. Create a new field on the Work Order Object
Create new field called “Zinc External ID”
Field Data Type = Formula/Text
Field Label = Zinc External Id
Field Name = Zinc_External_ID
In the formula box type: "smax-workorder-" & CASESAFEID(id)
Step 5. Create a New SFM Custom Action to Launch Zinc from a Work Order
Navigate to ServiceMax Setup / Service Flow Manager / SFM Custom Actions
From the “Manage Customer Actions for” picklist, Select Work Order
From “User Defined Custom Actions select New / Action Type App to App
Add the following values to create the new custom action:
Action Title = Zinc
Action Id = Zinc_Actions
Schema Name = zinc
Path = /cnv
Include Object data = UNCHECKED
Add New Parameter
Parameter Name = external_id
Parameter Value Type = Field Name
Parameter Value = Zinc_External_id
Step 6. Add the New Zinc Custom Action to Work Order SFM Wizard.
Step 7. Connect ServiceMax to the Zinc App
If Zinc is not already installed on your iPad, go to the apple app store and search for “Zinc All Mode Communication.” Install Zinc
Open Zinc and sign in or create a new account
From Zinc Setup, Under Connected Accounts, select salesforce and sign in with your ServiceMax User Name and Password.
You are now connected from Zinc to ServiceMax and from ServiceMax to Zinc.
Note: ServiceMax makes every effort to ensure the accuracy of the information contained within this article, but assumes no responsibility or liability for any errors or inaccuracies that may appear. All references to versions, system requirements or supported features should be referenced within online help documentation for most up to date information. If you do find any errors or inaccuracies, please send your feedback to firstname.lastname@example.org.