Examples of a ServiceMax Integration

This topic provides examples of what you can achieve through a ServiceMax integration with ProntoForms. You can use a ProntoForms Data Source to reference (pull) data from ServiceMax records. You can also use a ProntoForms Data DestinationClosed A Data Destination specifices where to send data from a submitted form. You can use Data Destinations to automate data sharing and storage, routing data to a specific service (such as email or cloud storage) in several different formats. to create or update ServiceMax records with data from a submitted form (push). ProntoForms also supports App‑to‑App communication to exchange data between the ServiceMax app and the ProntoForms app.

Supported on the Advanced and Enterprise tiers:

Essentials
Advanced
Enterprise

Launch specific ProntoForms forms

Front-line workers often use the ServiceMax app to perform preventive maintenance on assets. They follow the steps outlined in the ServiceMax app to complete their work order. You can incorporate ProntoForms into their workflow by using an App‑to‑App request. This integration enables the front-line workers to launch specific ProntoForms forms from the ServiceMax app, as shown in the following example:

Shows how to open a ProntoForms form from the ServiceMax app using the ServiceMax Flow Manager Wizard

Automatically select and prepopulate the ProntoForms form

You can save a front-line worker’s time and prevent errors by automatically opening and prepopulating the required ProntoForms form. You can achieve this in the following ways:

  • An App‑to‑App request can include parameters that specify the form tag or the form name used to launch a specific form.

  • An App‑to‑App request can dispatch specific data from ServiceMax to ProntoForms to prepopulate answers in the form. You can configure conditional logic rules to enforce a workflow through the form based on the dispatched answers.

    Data pushed from the ServiceMax app prepopulates the Work Order Number in the ProntoForms app.

  • A ProntoForms Data Source can pull detailed information, such as the parts list, from the ServiceMax org to prepopulate the form:

    A ProntoForms Data Source prepopulates a form with parts list pulled from a ServiceMax org.

Return data to the ServiceMax app

After submitting a ProntoForms form, a front-line worker might have to complete the remaining work order steps in the ServiceMax app. You can make their experience seamless by using App‑to‑App x-callback parameters. You can define App‑to‑App custom callback parameters to pass answers and form metadata from the ProntoForms app to the ServiceMax app.

For example, if ServiceMax stores a value for SerialNumber, ProntoForms form designers can configure a custom callback parameter for the corresponding ProntoForms question. When a technician enters a serial number in the ProntoForms app and then saves or sends the form, ProntoForms passes the custom parameter name and value back to the ServiceMax app.

App-to-App Callbacks section with four parameters and corresponding DREL expressions defined. For example, Parameter = JobStartDate (to match the source app) and %a[Job - start date], which returns the answer to the question with that unique ID

Note:Your ServiceMax app must be configured to handle the callbacks and any data returned from ProntoForms. You might need to check with your own experts to set this up for your ServiceMax app.

Create or update ServiceMax records

ProntoForms can help you keep your system of record—ServiceMax—up to date.

A ProntoForms Data Destination can push the data from submitted forms to the ServiceMax org. The system also attaches ProntoForms Documents to the ServiceMax work order:

Push notifications to Zinc

Your organization can improve its response time, boost customer satisfaction, and improve employee engagement by integrating ProntoForms with ServiceMax and Zinc.

A ProntoForms Data Destination can post data from the submitted forms to Zinc, notifying service managers when a work order is complete.

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