ServiceMax Field Service App Mobile Testing on iOS

ServiceMax Mobile Testing on iOS is a mobile application for engineers in the field. It allows them to access ServiceMax while on the go, comprising a full work order process, calendar and directions, as well as allowing engineers to account accurately for their work, follow the right steps for consistent service and confidently answer customer enquiries.

ServiceMax FSA can be accessed from laptops, smartphones and iPads. Provar currently supports ServiceMax mobile testing on iOS devices (from Provar version 1.9).

Some initial configuration needs to be completed to enable ServiceMax Mobile Testing on iOS. Before you follow the steps below, make sure you have read and completed the steps on the Mobile Testing with Appium page. Once you have completed the steps on that page, return here and continue to iOS Device Setup below.

iOS Device Setup


We’ll start by configuring the device you will be testing on.

Navigate to the Test Settings view and click the Browser Providers tab:

initial setup of Field Service App Browser Providers in iOS device

The Browser Provider represents the platform which hosts the FSA. Once you have configured the Browser Provider it will appear in the Web Browser dropdown in the top-right of Provar Desktop:

Dropdown option in Browser Provider, a platform which hosts FSA

To begin adding a new Browser Provider, click the Add New button on the Browser Providers tab in Test Settings:

screenshot on how to add new button in Browser Provider

On the Add new Browser Provider screen, specify the following:

Provider name Appium Server, server address and new command timeout settings in Browser Provider

  • Enter the Provider Name (this should be the machine that is hosting the Appium server)
  • Select the Appium Server radio button
  • Enter the Appium Server Address (the IP address where Appium is configured, i.e. your machine’s IP), followed by the port number (default port for Appium is 4723)
  • Set a timeout duration in New Command Timeout (the Appium server will be disconnected after the number of seconds specified here)

Then add an iOS device by clicking the Add New button in the Devices section:

screenshot on how to add an iOS device in Devices section of Browser Provider

On the Add new Device screen, enter the device Name and set the Platform (iOS):

Name and Platform of settings when adding a new device

Next we’ll add some Appium Desired Capabilities. These are keys and values encoded in a JSON object, sent by Appium clients to the server when a new automation session is requested. They give the Appium drivers some key information about how you want your test to work, helping to set properties for the WebDriver.

We will add the following four properties:

  1. deviceName = iPad
  2. platformName = iOS
  3. platformVersion = 11.4 (or iOS version installed on iPad)
  4. Udid = [your device udid]

Follow the steps below to add these properties.

Start by clicking the Add New button in the Properties section:

screenshot of how to add device properties

On the Add new Desired Capability screen, set the Name to deviceName and the Value to iPad:

On the Add new Desired Capability screen, set the Name to deviceName and the Value to iPad:

Then click the OK button.

Add the second property by clicking the Add New button in the Properties section.

On the Add new Desired Capability screen, set the Name to platformName and the Value to iOS:

Adding new Desired Capability screen, set the Name to platformName and the Value to iOS

Then click the OK button.

Add the third property by clicking the Add New button in the Properties section.

On the Add new Desired Capability screen, set the Name to platformVersion and the Value to 11.4 (or the iOS version installed on your iPad):

On the Add new Desired Capability screen, set the Name to platformVersion and the Value to 11.4 (or the iOS version installed on your iPad)

Then click the OK button.

Add the fourth and final property by clicking the Add New button in the Properties section.

On the Add new Desired Capability screen, set the Name to udid and the Value to the udid of your device (the udid for your device is shown inside iTunes).

On the Add new Desired Capability screen, set the Name to udid and the Value to the udid of your device (the udid for your device is shown inside iTunes)

Then click the OK button.

Launching Appium Server

Now you are ready to launch Appium Server.

Use the terminal to launch Appium Server. Launch Terminal and navigate to appium directory:

Launching terminal and navigate to appium directory

Enter the command:

node . -a [Appium server ip address] -p [port number]

how to enter command node . -a [Appium server ip address] -p [port number

Then press the Return key.

You should see the following message confirming that Appium Server is now running on your machine:

sample of a message confirming that Appium Server is now running on your machine

You should always launch the Appium Server before beginning mobile testing in Provar.

You can also re-launch the server to reconnect after a timeout (based on the time you have specified in the Browser Provider’s New Command Timeout).

Creating SFA Mobile Test Cases


Now that you have completed setup you can begin building FSA Mobile test cases.

First select the new Web Browser from the dropdown list in the top-right of Provar Desktop:

Creating SFA Mobile Test Cases

Then check you have added the Connection(s) you require for your FSA Mobile testing. If you have already been testing ServiceMax desktop, you can reuse these existing Connections. If not, you can create a ServiceMax FSA testing Connection in the standard way. Refer to Adding a Connection for more information.

Once you have your Web Browser selected and your Connection is set up, you can start creating Test Cases in the standard way.

On the New Provar Test Case screen, make sure the correct Connection is selected for ServiceMax Mobile Testing on iOS and select ServiceMax SFA in Salesforce Application:

sample of New Provar Test Case screen for ServiceMax FSA

Make sure that you leave Launch Test Builder Session ticked, then click the Finish button:

sample of launching a New Provar Test Case screen for ServiceMax FSA

This will launch the Test Builder and open an iPad screen for you to begin mapping test steps.

sample result of New Provar Test Case screen for ServiceMax FSA

ServiceMax Field Service App Mobile Support


Once logged into the app, Provar will automatically recognize elements such as the Calendar, Explore options, Create New options and Tasks:

ServiceMax Field Service App Mobile Support sample elements

Note that these navigational elements such as Calendar and Explore do not need to be mapped separately. Much like tabs in standard Salesforce, Provar will perform the navigation automatically once the inside screen element is mapped.

All Actions are also supported, as in this example for Action items under Work Orders in Explore:

Action items under Work Orders in Explore in ServiceMax FSA test case

Example 1: Default Search


Once logged into SFA, you can add test steps in the standard way: select the element to be mapped by right-clicking and selecting Add to Test Case:

Default Search settings in ServiceMax FSA

Note that the page and fields have been recognized.

Then click Add & Do to execute the step. Once executed it should show as follows:

sample of executing Default Search in ServiceMax FSA test case

Below is an example FSA Mobile test case seen from Provar Desktop. The Default Search test step is highlighted:

example FSA Mobile test case seen from Provar Desktop

And in Test Runner:

example FSA Mobile test case runner

Example 2: Creating an Event


Launch the Test Builder into the ServiceMax SFA application and navigate to the Calendar view:

how to Launch Test Builder into the ServiceMax SFA application and navigate in the Calendar view to create an event

As mentioned above, note that a navigational element such as Calendar does not need to be mapped separately. Much like tabs in standard Salesforce, Provar will perform the navigation automatically once the inside screen element is mapped.

Add test steps in the standard way: select the element to be mapped by right-clicking and selecting Add to Test Case for example on the New button below:

how to add new test case after launching the Test Builder into the ServiceMax SFA application in the Calendar view

Provar automatically recognises the fields on the New Event screen and you can map them in the normal way:

Provar Desk Builder New Event screen

Provar Desk Builder New Event screen 2

Once the relevant fields are mapped, the Save button is also mapped:

screenshot after mapping relevant fields in Provar Test Builder for ServiceMax test case

The draft test step above shows the page and elements being recognized automatically.

After clicking Add & Do, the test appears as below:

steps in Add & Do in test builder after mapping elements

Here is the same test case seen from Provar Desktop:

same test case seen from Provar Desktop

And in Test Runner:

same test case seen from test runner

Example 3: Attach and Email Documents


This example demonstrates attaching an image file to a Work Order and then sending it by email.

Note that this example will involve emailing the file using Gmail, and currently Provar only supports the use of Gmail on iPad, not other iOS devices. We recommend making sure that Gmail is configured to work on your device prior to completing this email.

Before starting, prepare your image file and place the file to be uploaded under the templates folder inside your Provar project.

On the Edit WO screen, start by mapping the Add link under the Attached Documents header.

Make sure the Interaction Type is set to Attach File and then enter the filepath for the image in the templates folder, e.g. templates/download.jpg:

screenshot on how to Attach and Email Documents in Provar test builder

Then click the Add & Do button.

Once the image file has been uploaded, map the Select hyperlink on the Attached Images/Videos header and execute the step:

Once the image file has been uploaded, map the Select hyperlink on the Attached Images/Videos header and execute the step

Then map a step to check the radio button next to your target image.

You can locate the target row based on image size, name or both, as shown:

how to locate the target row based on image size, name or both, as shown

Then click Add & Do to execute the step.

To email the file, first make sure that Gmail has been configured on your device. Note that Provar only supports the use of Gmail on iPad, not other iOS devices.

Next, map the envelope icon on the Attached Images/Videos to send an email:

sample after mapping the envelope icon on the Attached Images/Videos to send an email

Enter To, CC and BCC details and then click the Add & Do button.

Finally, verify in Gmail that the email has been sent and received successfully with the image file attached.

Review Provar on G2
Documentation library

Other available resources

Looking for something different?

We use cookies to better understand how our website is used so we can tailor content for you. For more information about the different cookies we use please take a look at our Privacy Policy.

Scroll to Top