Core Supported Dependent Items
The following is the list of supported dependent items for ServiceMax Core.
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Configuration item
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Dependent Item
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SFM Transactions
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• SFM Expressions
• SFM Mappings: Field and Value maps
• Source Object Updates
• Page Layouts with Lookup Configurations
• SFM Data Validation Rules
• SFM Formulas
• Advanced Options:
◦ Attachment configuration
◦ Field Sets
◦ Linked Process (the SFM Transaction configured as the linked process will also get migrated automatically)
◦ Multi-Source Configuration (the SFM Transaction configured as the sub-process will also get migrated automatically)
◦ Sorting
◦ Translations loaded using ServiceMax Translation Workbench for all supported languages
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SFM Wizards
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• Wizard Steps, including any associated custom SFM Transactions (including Output Documents), SFM Custom Actions, and custom Inventory processes
• Criteria to show a Wizard / enable a Wizard Step
• In addition to the selected wizard for migration, if there are handover-related configurations, then the dependent wizard is also migrated.
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ServiceMax Configuration Profiles
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• Standard modules, submodules and settings
• Custom Modules, submodules and settings
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Mobile Configurations
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• Download criteria: Objects, their ownership and filtering expressions
• Synchronization settings and Other settings
• Advanced Download criteria
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SFM Mobile Permissions
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Assigned SFM View and Standalone create processes
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PM Process
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• SFM Expressions
• SFM Mappings: Field Maps
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SPM
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• SFM Expressions
• SFM Mappings: Field Maps
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Timesheet
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• SFM Expressions
• SFM Mappings: Field Maps
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Checklists
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• SFM Expressions
• SFM Mappings: Field and Value maps
• Question Bank
• Source Object Updates
• Page Layouts
• Data Validation Rules
• Entry Criteria
• Exit Criteria
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Field Inventory
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Associated Inventory Processes
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Installed Base App setup
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• SFM Transactions
• SFM search
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Skill Match Rules
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Skills
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Dispatch Processes
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Territories
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PM Plan Templates
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Task Templates
Applicable Work Plans
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SLA Terms
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• Business Hours
• Services
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Territory Match Rules
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Territories
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Depot Management Rules
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SFM Expressions and Mappings
For more information about Depot Management Rules validations during migration, see Depot Management Rules Validations.
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Depot Configurations
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SFM Expressions and Mappings
Applicable Work Plans
Associated Fields
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Mobile Console Configurations
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Group Settings
Group profile if it does not exists on the target org
All related SFM and Expressions
For validation considerations related to Mobile Console configuration migration, see Mobile Console Configurations Validations.
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