To act as a reference for generating a Smartform report

To add a label to be used as reference by the field engineer

To filter the list of Smartforms

To identify the elements in the Smartform

Generate QA reports with the captured data.

Generate checklist reports for the customer.

Assist technicians to record time and materials.

Assist technicians to capture resolutions.

Using a REST-based service

Using an RFC-enabled service

Using an OData service

Using a SOAP-based service

Create custom business rules.

Activate permissions.

Enable company settings.

Configure checkout workflow steps.

Adjust cloud account settings.

You apply account-level settings to all databases.

You apply account-level settings to a specific database.

You apply company-level settings to all databases.

You apply company-level settings to a specific database.

Select the translation language within the designer.

Export it to XML, translate, and upload.

Download it to Microsoft Word, translate, and then upload.

Maintain the translation of the Smartform in the company settings.

Click and release the assignment.

Check the availability of the technician.

Drop the activity onto the technician.

Identify a suitable technician by skills.

Notification

Frequency

Condition

Order

Field Service Performance Dashboard

Field Service Smartforms and Feedback

Field Service Capacity Overview

Field Service Checkout Report