PALFINGER
Service Cockpit
Master-Data
Editor
Mass Updates
Feature #152405 · Epic #160039
Alexander Gell · March 2026
Feature Overview & Click Prototypes V1 & V2
Bulk reassignment of Service Partner & End Customer directly in Service Cockpit – no manual effort per device.
Background & Problem
Why do we need a Master-Data Editor?
📊
Low Adoption
Service Cockpit is barely used – dealers don't trust incorrect master data. The tool is not living up to its potential.
🔗
Wrong Assignments
Devices are assigned to the wrong Service Partner or End Customer. Errors have accumulated over years through manual imports and migrations.
⏱
Manual Effort
Corrections must be made device by device today. With hundreds of devices, this approach is not scalable.
Context: Palfinger & Service Cockpit

Palfinger distributes cranes, tail lifts, and other machinery worldwide through a network of service partners (dealers). The Service Cockpit is a web-based platform (Paldesk) that enables service partners to centrally manage their assigned devices – telematics data, service due dates, faults, and customer assignments.

The core problem: Master data (Service Partner assignment, End Customer) is outdated or incorrect. A bulk update is not possible today. That is exactly what the Master-Data Editor solves.

PALFINGER · Service Cockpit – Master-Data Editor2 / 8
Solution Approach – Two Concepts
Feature #152405: Master-Data Editor – two entry points
VERSION 1 – Device Selection
Entry point: Assigned Devices
1
Select devices in the table via checkboxes
2
Action bar appears automatically
3
Click "Change Service Partner" or "Change End Customer"
4
2-step dialog: Search → Confirmation with device list
5
Change is applied to all selected devices
vs.
VERSION 2 – Overview Selection
Entry point: SP Overview or Customer Overview
1
Select a Service Partner in the SP Overview
2
Action bar shows: "[Name] – X devices"
3
Or Customer Overview: select a customer → change EC
4
2-step dialog: Search → Confirmation with device count
5
All devices of this SP/customer are reassigned
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Click Prototype Version 1 – Device Selection
User Journey: Device-by-device selection in the table
☑
Select Devices
Checkboxes in the "Assigned Devices" table – multiple selection possible
▶
📋
Action Bar
"X devices selected" + Change SP / Change EC buttons
▶
🔍
Search SP/EC
Dialog Step 1: Free-text search, radio button selection
▶
✅
Confirm
Step 2: Review device list, orange warning box, confirm
▶
🎉
Done!
Table updated, green toast notification appears
Prototype Details
Table View
Columns: Device, Customer, Service Partner, Telematics No., Faults, Warranty End. Checkbox on left. 2 devices pre-selected.
Action Bar
Fixed at top of table. Shows count + buttons: "Change Service Partner" (red), "Change End Customer" (dark).
Dialog Step 1
Real-time search with radio button list. "Next" button only activates after selecting an entry.
Dialog Step 2
Orange warning box: "X devices will be changed." Device list for review. Button: "Apply Change".
🔗 Open Click Prototype V1
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Click Prototype Version 2 – Overview Selection
User Journey: Selection via SP Overview or Customer Overview
🏢
Select SP
In SP Overview, mark a row using the "Select" button
▶
📋
Action Bar
"[SP Name] selected – 203 devices" + action button appears
▶
🔍
Search New SP
Dialog Step 1: Search & select the new Service Partner
▶
✅
Confirm
Step 2: Device count & current SP shown in warning box
▶
🎉
Done!
All devices of the SP updated, green toast notification
Two Entry Points
Path A – Change Service Partner
→
Service Partner Overview → select a row
→
Action bar: "[Name] selected – 203 devices"
→
Button: "Change Service Partner" (red)
→
Dialog Step 1 (Search) → Step 2 (Confirmation)
Path B – Change End Customer
→
Customer Overview → select a customer row
→
Action bar: "[Customer name] selected – X devices"
→
Button: "Change End Customer" (dark gray)
→
Dialog Step 1 (Search) → Step 2 (Confirmation)
🔗 Open Click Prototype V2
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V1 vs. V2 – Comparison
Both concepts in direct comparison
Criterion Version 1 – Device Selection Version 2 – Overview Selection
Entry PointAssigned Devices (table)SP Overview / Customer Overview
GranularityIndividual devices via checkboxAll devices of one SP or customer
Flexibility★★★★★ Maximum control★★★☆☆ Full reassignment only
Speed★★★☆☆ Effort with many devices★★★★★ One click for all devices
Error RiskLower – targeted selectionHigher – all devices affected
Target Use CaseIndividual corrections & exceptionsBulk migration & SP handovers
RecommendationCorrections & mixed casesMass migrations & handovers
🔗 Prototype V1 🔗 Prototype V2
PALFINGER · Service Cockpit – Master-Data Editor6 / 8
Dialog Flow – 2-Step Wizard
Same dialog in V1 and V2 – step by step
STEP 1 – Selection
Stepper
"1 Selection ── 2 Confirmation" shown at the top of the dialog
Search Field
Free-text search, instant filtering of the result list
Result List
Scrollable list with radio buttons. Current value pre-selected (inactive)
Next Button
Only activates after selecting an entry (validation)
Cancel
Closes dialog, no data is changed
▶
STEP 2 – Confirmation
Warning Box
Orange info box: "You are about to change X devices. Current: [Name]"
Device Table
List of all affected devices: device, customer, current SP/EC
New Value
Highlighted in bold: "New Service Partner: [Selected Name]"
Confirm
Button "Apply Change" – triggers the action
Back
Link back to Step 1 to correct before saving
✓ After confirmation: table is updated, green toast notification appears, dialog closes automatically.
PALFINGER · Service Cockpit – Master-Data Editor7 / 8
Next Steps – Open PBIs
Feature #152405 · 5 Product Backlog Items · Status: Prepared
#252099
Prepared
Develop Master Mass Update Button
Implement action bar – multi-selection in Assigned Devices or row selection in SP/Customer Overview.
#252100
Prepared
Implement Mass Update – Change Service Partner
Backend + frontend for SP bulk change. GraphQL mutation, validation, rollback handling.
#252101
Prepared
Implement Mass Update – Change End Customer
Backend + frontend for EC bulk change. Analogous to SP implementation.
#252102
Prepared
Implement Global Filter Button (Overview)
V2 approach: row selection in SP/Customer Overview triggers the bulk change flow.
#252103
Prepared
UX – 2-Step Confirmation Dialog
Dialog component: stepper, search, confirmation step, warning box, toast notification.
🔗 Open Prototype V2 🔗 Open Prototype V1
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