Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

This will include questions related to FSM and PSO.

  • 1,725 Topics
  • 4,334 Replies

1725 Topics

C
Do Gooder (Partner)
Carlos123Do Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Filter lookup values based on multi select dropdown

Hello,I am creating a script that will allow the task_types to appear according to the chosen task_category. If I choose multiple task_categories, then in the task_type lookup it should appear all the values that are beloging to the task categories that I have chosen.  This is running on the filters of the Task List screen. I created this script that already allows me to do that, but there is a bug, if I choose multiple task_types, the task_type label only fills me with one.var taskCategory = getControlValue('task','task_category');var activeCriteria={};    activeCriteria['locked'] = 'Y';    activeCriteria['itemName'] = '';    activeCriteria['functionItemName'] = 'global_code_table.active';    activeCriteria['value'] = 'Y';var codeNameCriteria = {};    codeNameCriteria['locked']='Y';    codeNameCriteria['itemName'] = '';    codeNameCriteria['functionItemName'] = 'global_code_table.code_name';    codeNameCriteria['value'] = 'task_type'; var codeValueCriteria={};       codeValueCriteria[

1
S
Superhero (Employee)
5 hours ago
T
Do Gooder (Customer)
tgendenDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

BR: Expression to clear input field

FSM 6U47327I am trying to amend a BR so that it clears the input field at the end. I used expression = original(task_ext.*). However, getting an error “data member specified by *** cannot be found”. Am I using an incorrect expression?Alternatively, what other way can I clear input field at end of BR? Thank you.

3
S
Superhero (Employee)
6 hours ago
D
Do Gooder (Customer)
drooijDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Mobile sync - Batch Delta

Hi All, I’m struggeling with some sync rules. I have a custom view, with a custom metadata table, and a sync rule. When I set the sync rule to Batch-all, it works fine.But when I put it on Batch-Delta, it only sends a Transaction Type ‘UPDATE’. New records aren’t then pushed to mobile. I tried with Real Time, but then nothing is pushed at all. Any toughts?

6
B
Do Gooder (Customer)
14 hours ago
H
Sidekick (Customer)
HDZRISHABHSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Multiple datasets are there but want to restrict access to it

We have made multiple datasets and want to restrict that to specific user . Like we have 6 dataset and for few user we want them to see only 2 dataset and few only one and 3 dataset to other . How can we achieve this ?Is there a way to revoke dataset access from user ?

1
tomgreenwood
Superhero (Employee)
15 hours ago
A
Do Gooder (Customer)
anushakhDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

LTU permission set

HiI read in IFS documentation, where I can see LTU permissions/LTU permission sets? I could not see any LTU permission in my PROD instanceI want to make sure that the permissions I have assigned to a user fall under LTU/Not

2
Link
Superhero (Customer)
17 hours ago
A
Do Gooder (Customer)
anushakhDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Dispatch dates

Is there any setting in scheduling dataset that determines up to what date, I can see the assignments only upto Mar 22 

7
A
Do Gooder (Customer)
17 hours ago
A
Do Gooder (Customer)
anushakhDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

scheduling dataset in dispatch console

Can we set the visibility of scheduling dataset used in dispatch console? Like I want the dataset of site1 to be visible to site1 users only.

7
A
Do Gooder (Customer)
17 hours ago
H
Sidekick (Customer)
HDZRISHABHSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

how to hide different dataset for different users

We want to restrict the different dataset for different users , how this can be achieved ? 

2
Alexander Heinze
Hero (Employee)
21 hours ago
B
Sidekick (Customer)
bucrobsiredSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Purple Colour Change

We have a user who is very sensitive to the purple colour, specifically the “Show” button and the tab hover colour, etc which dont change when the UI theme colour is changed. Is there anything that can be done to change all the colours on the forms? A screen filter has been supplied and monitor settings have all been changed for the user and still the specific purple is causing some extreme distress. Any help with this would be a great help, thank you.

2
B
Sidekick (Customer)
22 hours ago
J
Do Gooder (Partner)
João MartinsDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Multi select values in lookup popup

Hi,  I have a requirement from a client where it was asked if I could multi select values from a lookup popup.  Right now when you create in a lookup field there is a new pop up that appears for a user to select a value. For example the task type:  This behaviour is possible if we press the CTRL button while we select several values in the lookup but to the customer this is not very intuitive. Setting the field as a combobox is not a solution in this case, because this field can have more than 100 values. Best regards.  

1
S
Superhero (Employee)
1 day ago
D
Do Gooder (Customer)
drooijDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Mobile - Call sync rule via client script

Hi All, Is it possible to call a sync rule or trigger it somehow via a client script in mobile? With additional parameters? We want to retrieve (sync to mobile) specific data on user demand via mobile.   Regards,

3
S
Superhero (Employee)
1 day ago
S
Do Gooder (Customer)
ssaboDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Decimal Places

We have a situation where an item is billed in partial units, and credited back on another line. The value displayed on the request screen (for example) is $92.63 however the DB value is $93.635A bit of an odd question: Why is the value displayed to users not rounded up? Is there a way to alter the number of decimal places displayed on the request screen? Modify the DB value to match? Modifying the DB   

1
S
Superhero (Employee)
1 day ago
T
Do Gooder (Customer)
TSQTINAMCFDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to generate the Preventive Maintenance Tasks Automatically from Contracts

Hi, Wonder if could have a step by step guide as to how to make this automatic, we have separate contracts to produce individual PPM requests and other are bulk as per below i need to run through each template to extract can this be done automatically instead of the current way we do this ? 

1
K
Do Gooder (Employee)
1 day ago
G
Do Gooder (Customer)
GDFMNICHOLSDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Process for Guarding Against Pre-PRD Automated Communication

Our current process of doing production database refreshes is to turn off the appropriate business rules that involve sending out emails or texts to users in the field. Then, set the phone number and email address fields to NULL via a SQL update.We want to keep all business rules active and contact information intact, but would like to have something that does not send out communications when testing the business rules in our pre-production environments if we need to fix or change them.Does anyone have any ideas on to make this process easier and reduce the time to refresh production data into pre-production environments?

5
Jon Reid
Hero (Employee)
1 day ago
H
Sidekick (Customer)
HDZRISHABHSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Time report not coming in service report

When we open service report from IFS cloud we don’t see time report in UAT environment but in CFG environment we can clearly see {As per below screenshot} . Is there any other setting that we are missing in UAT ? 

0
H
Sidekick (Customer)
1 day ago
D
Do Gooder (Customer)
drooijDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Mobile - Add count to joblist Filter

Hi All, Is it possible to add a count to the filters on the Joblist screen in FSM Mobile?  

0
D
Do Gooder (Customer)
1 day ago
H
Sidekick (Customer)
HDZRISHABHSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

how to grant access to dataset to user in dispatch console

In the documentation it is mentioned that access should be granted to user that may restrict dataset ID which can be visible to user . 

1
Alexander Heinze
Hero (Employee)
1 day ago
E
Do Gooder (Customer)
EVongDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO Reopening Assigned Calls

PSO is sporadically (as far as I can tell) Re-opening already assigned calls, and either moving them or leaving them open. We’ve set it up so that Assigned calls have a fixed person and fixed committment. What other parameters need to be considered to stop PSO from moving these calls?

1
tomgreenwood
Superhero (Employee)
1 day ago
P
Do Gooder (Partner)
Pittala Bhuvana
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Error: Sequence contains more than one matching element

While opening FSM smart client and web client application getting pop up as “Sequence contains more than one matching element”. Can someone give the solution for this. 

2
roklde
Superhero (Employee)
1 day ago
H
Sidekick (Customer)
HDZRISHABHSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

what are appropriate function to get max and min of date

We want start date {marked in yellow } to be min of start date{marked in green} and end date {marked in yellow} to be max of end date {marked in green} . Is there a function in report designer we can use to do this ? 

1
bpfrenchak
Do Gooder (Customer)
2 days ago
D
Do Gooder (Customer)
Deepali JainDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Setting of Schedule Board should be same in Smart and Web Client. Required Last, First Name and Person ID in Resource Column.

Current behaviorIn SC:Under Resource Column, screen shows Last name, First Name and Person ID.In ‘App params’ screen: there is a param named as ‘SCHEDULE_BOARD_PERSON_DISPLAY_FORMAT’, this is working, correct in Smart Client but not in Web Client.In WC:Under Resource Column, screen shows First name and Last Name Only.(Note: - Both are showing data in different format.)

1
Jon Reid
Hero (Employee)
2 days ago
D
Do Gooder (Customer)
drooijDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Mobile - Sync rule not trigger delete transaction type

Hi all, I created a custom view which (in short) basically copies some values from the task_text table.I updated the Related Query in sync rule for TASK_TEXT. So when I add a note in a Task, it will populate the mm_message_out. So far so good.But when I delete a record (note), it will not trigger a delete transaction type for the related query.Is there some settings I need to do in the Extract rule or something? Or on the metadata table? I used the related query inside the task_text because setting up a sync rule only for that custom view isn’t working. It works when it’s on Batch Delta, but then also, not delete record is triggered..

1
Jon Reid
Hero (Employee)
2 days ago
T
Do Gooder (Customer)
TSQTINAMCFDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Change Posting Group for Invoicing and Purchase Orders

We need to create a client to have their own Posting group for raising requests but when invoicng and issuing purchase orders they need to be from a different posting group al ready in Place, How would we be able to do this currently have something previously set up with for example S1NMS but invoicing Shows as S1 not the NMS ? 

0
T
Do Gooder (Customer)
2 days ago
T
Sidekick (Partner)
Timmermans RoelSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Resource Scheduling on Work Orders and Shop Orders

Hi All, I have a resource that is working on both Shop Orders (Production) and Work Orders (Field Service Engineer).Case:a field service engineer that has no immediate work orders will jump in and help the production guys. We want to be able to schedule this. A Production resource is required to go on-site to a customer because of his specific expertise and will need to be assigned to a work orderShop Order planning is done through Advanced Planning Board.Work Order planning is done with Allocate Resource and Resource Monitoring Gantt. Problem:On APB, I can see my production resource/Field service engineer but I do not see when he is assigned to a Work Order(s).On allocate Resource: I can see my production resource but I do not see already scheduled Shop Orders.  Is there a way to have these 2 planning methods interact and at least show that Person X is working on a Work Order/Shop Order and is unavailable at that specific time? Best RegardsRoel 

0
T
Sidekick (Partner)
2 days ago
S
Sidekick (Customer)
seymaSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Inventory Part Availability Planning // Reservation Problem

Hi,While the appropriate quantity is 3 pcs, it seems that 5 pcs reservations have been made, how can this be?Available Qty=0 Reserved=5 

1
S
Sidekick (Customer)
2 days ago

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