ServiceMax Field Service, Mobile Testing
ServiceMax Field Service App (FSA) is a mobile field service management tool designed to help technicians and engineers access important information and optimize productivity while working in the field. With ServiceMax FSA, users can access advanced scheduling tools, contract entitlements, parts and logistics information and more. Currently, ServiceMax FSA can be accessed from laptops, smartphones and iPads.
The following includes instructions for using Provar to test mobile applications of ServiceMax FSA using a computer that uses a Microsoft Windows operating system. To get started, you will need to complete some initial configuration tasks.
- Standard Provar system requirements, plus…
- Provar version 2.0.5 or later
- ChromeDriver version 2.38 (Only this version of ChromeDriver is compatible)
- A Windows 7 or later machine
- A Salesforce org with the ServiceMax package installed on it
- A user login for this org with administrator and/or technician permissions (or a permission set listed here)
- If you use a technician connection, you will need an administrator connection in addition to access to the Salesforce metadata in this org for testing
- Developer mode enabled
- You can find instructions for enabling your device here
ServiceMax FSA setup instructions for Windows
Step 1: Start by installing and configuring ServiceMax FSA for Windows.
Step 2: Accept all of the defaults when installing this onto your machine. The location of your ServiceMax executable file should appear similar to the following example:
C:\Program Files\ServiceMax\ServiceMax Field Service\Laptop Mobile.exe
We recommend that you first test your connections to a sandbox org with ServiceMax installed.
Step 3: Add a connection and enter the sandbox or production org login URL.
Once you have created this connection, select Login and provide your connection credentials for this org.
Note: The first time that you login to this org from the ServiceMax FSA on your machine, it will perform a data sync that can take anywhere from 15-20 minutes depending on the size of the org and the speed of your network connection. This is a one-time process that occurs each time a new machine is used to log in to ServiceMax Field Service.
Once the sync is completed, you will see the calendar screen by default.
Install compatible ChromeDriver
In order to run, build and/or debug ServiceMax FSA tests in Provar, you must use the compatible ChromeDriver version. Provar typically packages the latest ChromeDriver in the installation files by default. However, you will need to override the ChromeDriver included in your download to ensure the tests can be run properly.
Step 3: Refer to Override ChromeDriver Version support article for instructions.
Step 4: Download ChromeDriver version 2.38 found here.
Download Windows app driver
Step 5: In order to support test automation on a mobile application, you will need to first download the Windows application driver.
Step 6: Follow the wizard to complete the WinAppDriver installation on your machine.
Create a ServiceMax FSA connection in Provar
Before moving forward, first ensure that you have Provar 2.0.5 (or newer) installed on your machine.
Step 7: Create a new connection in the Test Settings tab. Set the username, password and environment to the same values that you used to log in previously.
Note: Enable Lightning Mode must be left unchecked. You cannot use Log-on As via an administrator connection for ServiceMax FSA connections.
If this is a technician login, then you will need to perform the following steps.
Step 8: Set up an administrator connection for the same org you connected to previously and create this connection in Provar.
Step 9: Input the following options in the Advanced Settings tab for the technician connection (e.g. Technician in this example).
Test the connection created here and ensure it passes before continuing.
Add ServiceMax FSA mobile app in Provar
Step 10: Next to the Connections tab in Test Settings, you will find a Mobile Apps tab. This is where we can add Mobile Apps that will show up in the Salesforce Application list. You can also add Mobile Apps that are outside of Salesforce in this section (by selecting Runs under UI Testing connections).
Step 11: Create a new mobile app with the following settings.
Note: The path for your ServiceMax executable may differ based on where you selected to install it in the ServiceMax FSA mobile setup section.
Create a ServiceMax FSA test on Windows
You are now ready to begin creating a test case in ServiceMax FSA on Windows! Create a new test case and you should see ServiceMax FSA listed within your Salesforce Application list for the ServiceMax connection you just created.
If you would like more information, please refer to our ServiceMax FSA Mobile Testing support article.
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