Administrator
Administrator
0 0 13
2 weeks ago

Summary

Learn how to connect Zinc to your ServiceMax instance.

Product Line

Zinc

Version Validated In

N/A

Overview

Steps for setting up Zinc for ServiceMax.

Step-by-Step

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
  1. Navigate to ServiceMax Setup / Service Flow Manager / SFM Custom Actions 
  2. From the “Manage Customer Actions for” picklist, Select Work Order
  3. From “User Defined Custom Actions select New / Action Type App to App
  4. 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.
 

Terms of Use

ServiceMax terms of use are as follows: Images and content used on this site are owned or licensed by ServiceMax Inc. or its affiliates for use on this site only. Unauthorized use is prohibited.

©2015 ServiceMax. All Rights Reserved.

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 knowledge@servicemax.com.