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

This will include questions related to FSM and PSO.

  • 1,203 Topics
  • 3,211 Replies

1203 Topics

H
Do Gooder (Customer)
Heraghty123Do Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Book Appointment pending selection - status in PSO (Allocated v Do Not Schedule)

How do I control the PSO status of an Activity that is pending Appointment Booking from FSM? I get different results between Allocated and Do Not Schedule. I have seen somewhere where I can dictate the numeric value of the desired status, but can’t find it again.

3
tomgreenwood
Superhero (Employee)
3 hours ago
Dhanushki Pahathkumbure
Hero (Employee)
Dhanushki PahathkumbureHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Instructions for PROD to lower environment cloning

Are there any instruction documents released by IFS for FSM app environment cloning? That includes best practices, steps, tips if DB is larger etc. And Is there possibility to only copy all configurations and anonymize sensitive data (i.e to be in compliant with GDPR act). 

4
J
Do Gooder (Customer)
4 hours ago
G
Sidekick (Employee)
GeeklkSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Adding a image file (Signature) to a Custom Report

Hi all, This is regarding a case that I have been investigating. Customer’s requirement is to add an image file of a signature which is generated from the FSM Mobile through a task to a custom report which the RDLC file is imported to the FSM Client.  Kindly let me know the steps to follow for this configuration.Thank you. Best Regards,Geeth

3
G
Sidekick (Employee)
4 hours ago
D
Do Gooder (Partner)
DrevlinDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

IFS FSM Custom MPM - ComplexObject as a Method Parameter

                                         Complex Element Type in Custom MPM CASE HISTORY: Use of User defined Datatype in Custom MPM Using COMPLEX Element Type. Need to use user defined Datatype (as parameter datatype or return type) in Custom MPM using Complex Element Type, so as to represent similar set of data or list of data as response. We created a user defined Model Object to include objects of user-defined datatype. We defined the same in perform definition using Element Type as Complex. When we are calling the MPM from XML Poster, we are getting the response as “Unsupported Datatype”.  Please find below screen shot of a demo project with same scenario.User defined Model Object:     Passing the user defined Model object as parameter to a method and returning the same:    Response from the XML Poster:  Unsupported Data Type.   

4
Ann Degroat
Hero (Employee)
21 hours ago
K
Sidekick (Partner)
KiththaSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Use third party java script bundle in FSM WebClient page/pages

We have a requirement to use third party java library (  pre-bundled drop script -UMD/ESM compatible build ) on the web client page/pages.How do we use this third party library include and use on FSM Webclient page/pages)Appreciate your valuable inputs 

4
K
Sidekick (Partner)
1 day ago
A
Do Gooder (Partner)
ajayifsDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Wrong message routing getting triggered

Hi Team, We are trying to call through below XML the out-bound call but it is not working as expected. Instead of using the REST API for message_name C_UPDATE_STATUS, it is using randomly some other message REST API. Can you please help on how this can be handled.<perform_outbound_integration>  <parameters>    <dataconnector>Metrix.Integration.JSONOutboundConnector</dataconnector>    <extract_entity>C_UPDATE_EQUIPMENT_MODEM</extract_entity>    <message_name>C_UPDATE_STATUS</message_name>    <enable_time_constrain>N</enable_time_constrain>    <input>      <primary_table_constraints>        <id>@id</id>      </primary_table_constraints>    </input>  </parameters></perform_outbound_integration>  Regards,AJAY

5
H
Hero (Employee)
1 day ago
D
Do Gooder (Employee)
Dilushkumar VasudevanDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Smart client getting Object reference error

The issue was, whenever the customer tried to work with smart client, the Object reference not set to an instance of an Object error was popping out intermittently.This is not happening for a specific functionality or screen. Randomly the error get triggered. Customer only start to face this issue after upgrade the FSM from 12 to 18. Once the error triggered, the user can see the same error message in the other screen as well. After the relogin this issue is not happening for a while, and but some time later again the same error triggered.Based on the log file investigation, I have found that issue in the authentication session token. So customer is facing this issue only login through the SSO credentials. But they didn’t get this issue whenever using FSM credentials.What can be the possible solutions to sort out this issue?The detail error message:-<hierarchy_select>  <attrs>    <attr>ps_setting_value.screen_name</attr>    <attr>ps_setting_value.person_id

0
D
Do Gooder (Employee)
1 day 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?

2
D
Do Gooder (Customer)
1 day ago
K
Sidekick (Employee)
Kulunu AbeysingheSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

What are the colors that can be used in the Work Calendar -> Color textbox?

There is a textbox ‘Color’ to specify a color for days in a Work Calendar as below. As this is not a dropdown field, we need to manually enter the name of the color into this textbox. Is there any color guide or documentation on what valid values can be added to here?

0
K
Sidekick (Employee)
1 day ago
J
Sidekick (Employee)
Jamie SmithSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Updating the Lat/long for BING postcodes in FSM

Hi,  A customer is having an issue where when using the BING maps service for FSM, a postcode is being entered which is correct but BING is providing an incorrect Lat/Long. When you do not post a postcode but just the number and street name, the BING service comes back with the correst postcode (same as manually entered) and the correct Lat/long position.  Is this something which has been experienced before and would this have to be cleared with Microsoft or can we change a setting in FSM to help with this? The customer brings in the postcodes from an external source so it will be hard to remove the postcodes. Customer is also on FSM6 UPD9. Thank you

1
J
Sidekick (Employee)
2 days ago
R
Do Gooder (Customer)
RiSpenceDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM6 - Looking for the selection parameters for Product PM Generation run

Does anyone know if there is a table similar to metrix_method or metrix_method_param in FSM6 that retains the details of the successfully completed jobs?  I am looking for the selection criteria for a particular run_id (mm_id).Thanks,Richard Spence

0
R
Do Gooder (Customer)
4 days ago
I
Do Gooder (Partner)
InfrajespDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Unable to reconfigure Mobility in FSM

We are unable to run reconfiguration for Mobility getting invalid username or password error.The same credentials are working fine in smart client.

5
R
Hero (Employee)
5 days ago
A
Do Gooder (Partner)
ArcMalteKDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM and PSO Integration

Hello everyone, I am currently working on the FSM and PSO Integration and have the issue that no resources are shown in PSO. I followed the guide with the setup: Dataset, Teams, Rota, then send it over to PSO (in Integration Schedule + Setup to send timeplan every 2 min). Then everything was prepared in PSO with the ROTA and with Shifts. Afterwards, creating the person with resources and work from and also sended it over to PSO (Scheduling Manager). Back to PSO, looked into the Resource Planner and only could find a few of the teams I wanted to send there. I checked the Event tab, but couldn´t find anything that would help me:   In other posts there were the suggestions to delete some line of the table THREESIXTY_RESOURCE and THREESIXTY_RAM_LOAD_HISTORY, but i couldn´t find the in our FSM environment.Thanks everyone who is trying to help!

2
A
Do Gooder (Partner)
6 days ago
K
Do Gooder (Employee)
KavindiGunasingheDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

DistributedTransactionSettings Function

What is the use of DistributedTransactionSettings function in FSM  web.config file? 

0
K
Do Gooder (Employee)
6 days ago
E
Do Gooder (Partner)
ERCKOMALKDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO Gateway authentication isuue

Hi Experts,I have setup a new PSO application, but the gateway authentication is not working. Even if I provide gateway authentication url, it is taking me to Azure SSO Page. Can you guys please suggest a solution to not allow Azure authentication when gateway url is used? (/IFSPSOWorkbench/Default/login?authGateway=true)

2
E
Do Gooder (Partner)
6 days ago
B
Do Gooder (Customer)
BjornDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Default behaviour of "Confirm" dialogue on web-client

On smart-client the Confirm dialogue-box default the ‘Enter’ key-press to the “Ok”, as opposed to the web-client, which defaults the ‘Enter’ key-press to the “Cancel”.Is there any way to fix this discrepancy either in the script or a configurable item?vs. 

2
B
Do Gooder (Customer)
6 days ago
J
Do Gooder (Partner)
José PereiraDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Status Update with Multy Day Split and Interrupted Tasks

Hello,I am currently working on a FSM/PSO solution where the tasks creation is done by backend systems and sent to FSM via API. FSM/PSO is only responsible for task assignment, scheduling and task status updates to the backends.The problem is to do with two scenarios and their relation:-Multi-day tasks: tasks with a duration longer than a technicians shift, taking more than 1 day. For example, a multi-day task with a duration of 20 hours is gonna be split into tasks (5 in this case) of duration of maximum 4 hours before being sent to PSO.-Interrupted tasks: when a technician puts a task "ON HOLD", a copy of the task is created to get reassigned. It can get reassigned to the same technician. This interruption comes from the legacy mobile app.The work order id's in the back-end systems have a 1-to-1 relation to the task id's in FSM. What is the best approach to ensure the task status for a given work order is correctly updated in the back end system? The problem here is how can I ensure

0
J
Do Gooder (Partner)
7 days ago
J
Do Gooder (Partner)
José PereiraDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Best approach for Multi-day scenario?

Hello,I am currently working on a FSM/PSO solution where the tasks creation is done by backend systems and sent to FSM via API. FSM/PSO is only responsible for task assignment, scheduling and task status updates to the backends.The problem is to do with two scenarios and their relation:-Multi-day tasks: tasks with a duration longer than a technicians shift, taking more than 1 day. For example, a multi-day task with a duration of 20 hours is gonna be split into tasks (5 in this case) of duration of maximum 4 hours before being sent to PSO.-Interrupted tasks: when a technician puts a task "ON HOLD", a copy of the task is created to get reassigned. It can get reassigned to the same technician. This interruption comes from the legacy mobile app.The work order id's in the back-end systems have a 1-to-1 relation to the task id's in FSM. What is the best approach to ensure the task status for a given work order is correctly updated in the back end system? The problem here is how can I ensure

0
J
Do Gooder (Partner)
7 days ago
K
Do Gooder (Employee)
Kerry SitlerDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to access current value from list for more complex sort

I’m trying to create a complex sort based on values in the JobList. I need to access the current values from some of the fields on the list. I thought getCurrentListRowControlValue would get me access but I am getting “Exception: currentListRowContainer object cannot be null.”Is there a function that can get me access to the current row within a Sort script on mobile?  Not sure if this is even possible, but without it I’m not sure how scripts would be used for sorting on mobile.

0
K
Do Gooder (Employee)
7 days ago
A
Do Gooder (Customer)
AngeloPavDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Function of the Last Survey Option in Survey Screen

I have a survey that is used as a Dynamic Risk Assessment when the Tech arrives on site. The DRA is completed upon arrival and saved. The tech will carry out the work and capture their notes etc. on the tablet.  Our problem is that they may then need to another part of the building to work. Although there were no issues recorded on arrival, something may be identified when moving on to the new location.  We don’t seem to be able to go back and edit the DRA Survey as it was saved. Is this because the last set of questions in the Survey was marked as End of Survey? How can we allow the tech to amend a Survey in such a situation?This is on Android FSM6u16 Mobile.Thank you..Angelo

3
A
Do Gooder (Customer)
7 days ago
D
Do Gooder (Customer)
drooijDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Create a list of variables for FSM mobile

Hi All, I’m struggeling to create a list via a Mobile Client Script.I succesfully recieve a Object with data via getDBValues, but I only need one item from that object. So I created a for loop, to go trough the object and store the value in a String, Array or Object (doesn’t matter). Creating a new Array or a Object seems not to work for mobile Als simply extending a var via the += method also not working.Example:var data = getDBValues(stringFormat("SELECT id FROM database_table WHERE type = 'placeholder'"));var arr = new Array();var list = ‘’;for(var i=0; i < data.length; i++) {       arr.push(data[i]['ID']);   list+= data[i]['ID'];} 

4
D
Do Gooder (Customer)
7 days ago
S
Sidekick (Employee)
ShobanaSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Ignore skills functionality on the assign lookup not working as expected

Hi All This is regarding a case Here customer has reported that Ignore skills functionality on the assign lookup not working as expected When I doing the investigations I noticed there is no connection between skills mentioned in task and assign button lookup SoAre there any connection /relation between skills in task screen and assign button look up shown below ?what is the purpose of Skills in task screen ?  What is purpose of ignore skills checkbox in assign button lookup because I see no difference by tick and untick that ?Thanks and Regards Shobana 

3
S
Sidekick (Employee)
7 days ago
M
Do Gooder
mahmoudhassanDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

IFS FSM Consultant Certification

Could yo please share the steps to be able to get the certification of IF FSM Consultant and developer

3
M
Do Gooder
7 days ago
K
Sidekick (Employee)
Kulunu AbeysingheSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Behavior of Task Plan Start in FSM

Hi,I would like to confirm the OOTB behavior of FSM regarding the below situation:If we create a time_commit (during the get appointments functionality for example), the plan start of the task is updated with the start of the time commit and all of this is sent to PSO.However, if we change the start of an existing time commit, this information is sent to PSO. The SLA of the task in PSO is updated but the plan start of the task isn't updated.Could you please explain/ confirm why the behavior is different between insert and update?

1
XitDilshS
Do Gooder (Partner)
8 days ago
K
Sidekick (Employee)
Kalpa PereraSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

400 Bad Request when loading the PSO client (v 6.9.0.25 )

Hello Experts, when the customer try to open the PSO web client: They get the following error400 Bad RequestRequest Header Or Cookie Too Large The users get the error every time they try to open the client, but using the browser in private mode prevents it from happening.Not all users are affected, unfortunately we do not see a pattern which users are affected and which are not.The PSO version is 6.9.0.25 and they are running on an on premise environment.Clearing the browser cache does not solve the issue. Any thoughts? or Any suggestions of approach?ThanksKalpa

1
R
Hero (Employee)
8 days ago

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