ServiceMax Testing

Introduction

ServiceMax is a complete field service software solution built on the Force.com platform. It includes features such as Installed Base Management, Scheduling & Dispatch, Service Requests & Work Orders and more.

ServiceMax also has a mobile application, the Field Service App (FSA), which Provar also supports. For information on how to test the FSA mobile application please refer to ServiceMax FSA Mobile Testing.

Note: As of version 1.9, Provar supports both the ServiceMax desktop application and the ServiceMax mobile application. pre-1.9 versions support desktop ServiceMax only.

ServiceMax Desktop Setup

Begin your ServiceMax testing by creating a Salesforce Connection in the standard way:

Refer to Adding a Connection for more information.

Creating ServiceMax Test Cases

Once your Connection is added, you can start adding ServiceMax test cases in the standard way. Make sure that you select your ServiceMax Connection and select the application as ‘ServiceMax’ from the dropdown:

This will open the test case in the ServiceMax application:

Refer to Creating Test Cases for more information.

ServiceMax Work Orders

Provar automatically recognizes the Work Order object and its fields when mapping test steps.

Here is an example test step mapping on the New Work Order page:

Here is an example test step mapping of a record in the Recent Work Orders table on the Work Order tab:

Here is an example ServiceMax test case including both of the above steps, as seen from Provar Desktop:

Service Flow Wizards

Provar supports mapping of all Service Flow Wizards, including Field Service actions and WO Wizard actions.

Example 1: Close Work Order

Below is an example test mapping a Close Work Order flow.

After right-clicking on ‘Close Work Order’ and selecting ‘Add to Test Case’, the following draft test step appears:

Note that the Work Order View screen has been recognised automatically, as well as an embedded page representing the Service Flow Wizards. The Close Work Order option has also been recognised automatically.

Clicking ‘Add & Do’ on the draft test step navigates the user automatically to the Close Work Order page, where all fields are recognised automatically.

The below test step is an example step entering a value into the ‘Work Performed’ field:

Once ‘Add & Do’ is clicked on the above step, the step is executed as follows:

Here is the test as it appears in Provar Desktop:

Example 2: Edit Work Order Lines – Usage

Below is an example test mapping an Edit Work Order Lines – Usage flow.

After right-clicking on ‘Edit Work Order Lines – Usage’ and selecting ‘Add to Test Case’, the following draft test step appears:

Note that the Work Order View screen has been recognised automatically, as well as an embedded page representing the Service Flow Wizards. The Edit Work Order Lines – Usage option has also been recognised automatically.

Clicking ‘Add & Do’ on the draft test step navigates the user automatically to the Manage Work Order Usage page:

The below test step is an example step entering a value into the ‘Priority’ field:

Note that once again the page and the target field is recognized automatically.

Once ‘Add & Do’ is clicked on the above step, the test moves on to the Add Parts button in the Lines section of the page:

The correct part is then located via the ServiceMax Lookup:

Note that Provar recognizes the search results as a table with results located on a specific Product Name value:

Once the correct part is located and selected, the Save button is mapped:

Here is the completed test case as seen from Provar Desktop:

ServiceMax FSA Mobile Testing

As of Provar version 1.9, Provar also supports the testing of ServiceMax’s Field Service Application for iOS. Refer to ServiceMax FSA Mobile Testing for more information.