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

This will include questions related to FSM and PSO.

  • 2,525 Topics
  • 6,637 Replies

2525 Topics

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

Enabling SSO to FSM Smart Client

We are trying to enable SSO to the FSM Smart Client and we are having Java script error pop-up and Overlapping of taxt in the rendered Sign-On Page. Please note that SSO is now working in our Warehouse Portal and Web Client Version. As per our SSO support:1) Java Script related pop-up - Resolution: Ensure running of Java Scripts is enabled for whatever in App browser you're using for SmartClient2) Overlapping of text - Due to unsupported IE browserWe have tested in our virual Machine and in our Citrix environment with Edge or Chrome as the defaul browser and set the Java Script enabled to the browser and same error/behaviur still occur.Can you please let us know if the package for the FSM Smart Client defaults the browser to EI and confirm if the Java scripting is enabled?

7
M
Do Gooder (Customer)
1 hour ago
E
Do Gooder (Partner)
elenpelDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to Hide Counter on Screen Tab

Hello all,   In this specific tab, there are 6 list views, and regardless of their values or how many of them are displayed, the value of the counter remains the same (It’s always 6).Is there a way to hide the counter in this scecific tab, because this number it not accurate?  Please provide your inputs...Kind Regards

0
E
Do Gooder (Partner)
7 hours ago
E
Do Gooder (Partner)
Eleazar_AyaviriCarrilloDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Update status in Mobile WO Service using API

Hello,I already know which APIs to use to update the status of a Work Order Service, but when this is trasferred to the Mobile I had the following error:{    "error": {        "code": "DATABASE_ERROR",        "message": "Database error occurred. Contact administrator.",        "details": [            {                "code": 20110,                "message": "ORA-20110: JtExecutionInstance.NOSTATUSCHGALLOWSTATUSLOCKED: Not allowed to change the status when the Work Assignment is downloaded to a mobile device."            }        ]    }} So I was thinking that I need to use another API to do the updates on the Work Order, is this correct? or do I need something else? Thank you!

0
E
Do Gooder (Partner)
11 hours ago
C
Do Gooder (Customer)
corlundaDo Gooder (Customer)
posted in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Dispatch Console – Assign assistant – Add Resource Group ID in selector and LOV for field Resource ID

Up to and including release 23R2, the Resource Group ID is missing in the selector and LOV for field Resource ID in the Assign assistant in the Dispatch Console. Today, only the Resource Group Description is visible and it’s not possible to add the Group ID using Page Designer (the available field Resource Group only contains the Resource Group description).It would be really helpful to see the actual Resource Group ID when using the Assign assistant. 

5
A
Superhero (Employee)
15 hours ago
A
Do Gooder (Partner)
acarrerDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Service Notes - Multi Language & Customer/Site Management

Hi, currently we are implementing Service Notes for a customer in cloud.We are looking to leverage Text Templates to provide some default choices when creating the Service Note.Currently we are missing:how we can filter the Text Templates by customer/site if there is a way to implement multi-language management for the same Text Template (i.e. create a Text Template with translations in different languages)Do you have any ideas on how to implement this in the current release?Or if this will be the subject of future releases?Thank you, Andrea 

1
A
Superhero (Employee)
1 day ago
rodrigocivil18
Do Gooder (Employee)
rodrigocivil18Do Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Block image from gallery

Hi experts,We have a request from our customer who wants the field technician not to be able to attach an image from his device's library. Only a photo taken by the camera.How do I block this functionality of attaching files to the device's gallery?

10
R
Do Gooder (Employee)
1 day ago
H
Sidekick (Customer)
HDZRISHABHSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Document upload failed in MWO app

We are getting following error when trying to upload a document via MWO app.”Failed to upload the document”.  Also when I checked in failed transaction following was the error. The operation "StartWork" is not allowed for Work Assignment objects in state "Work Started". - ORA-20132: JtExecutionInstance.NOTHANDLED2: The operation "StartWork" is not allowed for Work Assignment objects in state "Work Started".ORA-06512: at "IFSAPP.ERROR_SYS", line 140ORA-06512: at "IFSAPP.ERROR_SYS", line 1301ORA-06512: at "IFSAPP.JT_EXECUTION_INSTANCE_API", line 8607ORA-06512: at "IFSAPP.JT_EXECUTION_INSTANCE_API", line 8330ORA-06512: at "IFSAPP.JT_EXECUTION_INSTANCE_API", line 6324ORA-06512: at "IFSAPP.JT_EXECUTION_INSTANCE_API", line 6308ORA-06512: at "IFSAPP.SERVICE_ENG_APP_SVC", line 62946ORA-06512: at "IFSAPP.SERVICE_ENG_APP_SVC", line 64595ORA-06512: at "IFSAPP.SERVICE_ENG_APP_SVC", line 21161ORA-06512: at line 1

0
H
Sidekick (Customer)
1 day ago
SDN
Sidekick (Partner)
SDNSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Automatic Scheduling in IFS CLOUD with PSO

Hi all,IFS Cloud/PSOI was wondering what are the configurations/basic data to Schedule automatically with PSO in IFS CLOUD.Are there any committ rules on IFS CLOUD as well? Currently the flow I am running is as follows:1. Creation of Request creation and subsequent task2. Task allocation thanks to PSO3. Dispatch clicking button "assign" to validate/modify PSO scheduling on DC Console4. Dispatch clicking "Transfer to Mobile" to send it to the resource on the mobile 5. The flow continues in the standard way thanks to the MWO Service. Is there any way to automatically validate the scheduling done by the PSO without the Dispatcher clicking Assign on every task (ex: the night before/after every hour)? I was thinking Commit rules or a Job?From my tests, Assign is important to generate the Work Assigment and to allow the "Complete" status on the MWO to update the status from Work Start to Work Done. Am I doing something wrong? 

7
SDN
Sidekick (Partner)
1 day ago
D
Do Gooder (Partner)
DurgaDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

A-116 error while upgrading mobile app

Hi All,I am facing an issue with mobile application trying to upgrade mobile (v25) getting below error.Metrix password not expired but still getting  error.Kindly suggest how can we solve below error? Thanks,Durga

3
roklde
Superhero (Employee)
1 day ago
S
Sidekick (Partner)
SuryaSenSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Installation of FSM app on iPhone

Hello! We are hosting the FSM app for iOS on a third-party application. On that platform, several users are unable to download the FSM app. What could the probable causes be? Some details:After clicking on download, the download button text turns to ‘Try installing again’ Other apps on the platform can be downloaded without any issue iOS versions on the users’ phones vary between 16 and 17 iPhone regions are also different Users previously had the app on their phones but deleted the older version to download the latest version Any  license related checks needed?Any input will be helpful

2
shalikakk
Do Gooder (Employee)
1 day ago
A
Sidekick (Partner)
ArcElhadCSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Reduce the size of reports

Hello EveryoneI wanted to know if there was a quicker way to reduce the size of pdf reports. On some of our reports, such as a customer order, I have pdf files that are 4 MB in size. I've tried reducing the size of the images of the company logo but this has no impact on the size of the pdf. Regards

0
A
Sidekick (Partner)
1 day ago
S
Do Gooder (Customer)
Shamika_EluxDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Impact of address change on PSO activity schedule

We have a situation where we will not have the full address at the time of appointment request. We will only have city, country and postal code at appointment request and later at the time of slot confirmation, we will have the full address. Since address is a mandatory field in FSM, we want to use some default address per postal code at time of appointment request and update later once we receive actual address at slot confirmation. The question is PSO will show slots based on default address and later when address gets updated co-ordinates will be changed so will there be any known impact on the task or on the PSO schedule with this address update.Note : Default address and actual address both lie in same zip code so we should not have a situation where there is very huge distance between the co-ordinates of the 2 addresses.

1
Shneor Cheshin
Superhero (Employee)
1 day ago
M
Do Gooder (Employee)
MaheeshaKDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to change the activity availabilities

Where does the activity in the cloud fetch this available time from? I want to change the available time slot for this activity to match the technician shifts. Where should I do this?  

1
Alexander Heinze
Superhero (Employee)
4 days ago
AdrianEgley
Hero (Customer)
AdrianEgleyHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Connect - Elements the same value.

Hi, The end point I am wanting to post to is expecting some custom values to be sent with a repeating element name of customfieldname and customfieldvalue. I have three to pass in this example. The XML structure in the log is correct. However the value for the ‘customfieldvalue’ is only picking up the quantity and placing that in the first customfieldname.                             <customfields>                                <customfield>                                    <customfieldname>FSM_PART_NUMBER</customfieldname>                                    <customfieldvalue>1.0000000000</customfieldvalue>                                </customfield>                                <customfield>                                    <customfieldname>SUPPLIER_PART_NUMBER</customfieldname>                                    <customfieldvalue />                                </customfield>                          

10
SAMLK
Hero (Partner)
4 days ago
G
Do Gooder (Customer)
gdfkjonesDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Stock Count rounding part id

Hello,For our stock count we pull the part ID using the below code: var metrixRowId = getValueFromListDataRow(row, "stock_count", "metrix_row_id");var partId = getDBValue(stringFormat("Select part_id from stock_count where metrix_row_id = {0}", metrixRowId)); The problem with this is our Part IDs recently have been rounding off trailing zeroes for examplePart ID 13003.70 becomes 13003.71452.00 becomes 1452 In some cases if 1452 is a valid part, it will pull information from that other part ID.It doesn’t seem to affect items with a leading zero so00308.50 is not affected.We have notes saying that the below code does not work because of an IFS bug, so this was fixed previously but is now broken again.var partId = getValueFromListDataRow(row, "stock_count", "part_id"); //this returns the wrong value for varchars that end with '.00' due to IFS bugI have tested the above and confirmed it has the same issue. I am looking for workaround solutions such as converting the result to a varchar or

3
Shneor Cheshin
Superhero (Employee)
4 days ago
B
Sidekick (Employee)
buddhimaSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Which time zone do the timestamps in FSM server logs in cloud environments represent?

Hi experts,Can you let let me know in which time zone do the timestamps in the server logs for FSM cloud environments represent? Is it a common time zone across all FSM cloud environments or is it specific to customer time zone?Cheers,Buddhima

7
Shneor Cheshin
Superhero (Employee)
4 days ago
R
Do Gooder (Customer)
RiSpenceDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to send critical messages/notes to FSM6 mobile Important Information

Hello community. We are looking for options on if and how to send critical place or task notes to a technician using FSM mobile and have them appear in the Important Information box.  Scenario; a task is assigned to a field technician and there are is a specific note type (i.e. “Alert”) on the related place record.  Can we have this appear in the Important Information field on the Home Screen?Thanks,Richard

2
Shneor Cheshin
Superhero (Employee)
4 days ago
Q
Sidekick (Customer)
qquacSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Client Script for Web Client

Hello,I am having some troubles with client scripts and client scripts SQL. I am trying to create a client script that will get user_def9. When I run a test, I am able to get an alert for alert("TEST"); → Working alert(personID); → Working alert(selectedValue + "this is a test")  → Alert only shows “this is a test” alert(personType) → Not working. Shows [object Object] Below is what is in my client scriptvar screenName=getCurrentScreenName();var personID=getUserInfo('personId');var personType = getDBValues("select user_def9 from person where person_id ='JSMITH'");var selectedValue = getDBValues("SP_USER_ROLE",personID);alert("TEST");alert(personID);alert(selectedValue + "this is a test")alert(personType)This is what is in my Client Scripts SQLselect USER_DEF9 from PERSON where PERSON_ID = '{0}'For the web client only, are you able to use SQL queries within the brackets? or do they require an entry in Client Script SQL that needs to be called? Why isn't selectedValue showing what I want

4
Shneor Cheshin
Superhero (Employee)
4 days ago
M
Do Gooder (Customer)
Maikol GerominDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Survey answers are lost upon editing

Hello everyone. When a user, while filling out a survey, revises an answer to a previous question, it results in the deletion of all subsequent answers.Example: user answers the questions in a survey and reaches question 12. Then the user modifies the answer to question 4. As a result, answers to questions 5 to 12 are lost.Is there a way to alter this behavior and make sure answers are not automatically deleted?

3
Shneor Cheshin
Superhero (Employee)
4 days ago
M
Do Gooder (Customer)
mmalekDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Cannot save values on alias table

Hi Guys,I have the following table structure on the request screen. There’s a parent-child relationship between order lines and claims. These two custom tables are connected as follows, I can add/edit records to the claims section without an issue.Now, I need to add the claims table (c_po_line_claims) under the tasks tab of the same request screen. But this time the connection is made via different fields.For this I created an alias of the c_po_line_claims table and made the connection as following. The data is filtered correctly. But when I try to update a record (ex: change the amount and save), I get the following error. It’s trying to run an update on the alias table, which is not an actual table in the database. Hence the error.I guess I’m missing something trivial. Any clues?

5
SAMLK
Hero (Partner)
4 days ago
AdrianEgley
Hero (Customer)
AdrianEgleyHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM - Send Rota Data MPM

Hi,Currently setting up our Test environment (after a successful DEV walk through) for ARP in PSO.Within ARP we’re generating the shifts, but when using FSM to post the <perform_send_rota_data_to_dse> MPM I am not seeing any file create in our Input History or Input folders. I am not getting an events leading to tell me why, and no exceptions in the server logs. The ARP is enabled in FSM and all appears good with the resources being generated via the Initialisation. Just the MPM failing to do anything than give me a false positive.<perform_send_rota_data_to_dse_result>  <response>Transaction Complete.</response></perform_send_rota_data_to_dse_result>But no RAM file created.Cheers Ady

2
AdrianEgley
Hero (Customer)
5 days ago
P
Do Gooder (Partner)
ProGeoffSDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 6 Update 26 Repair Center Screen Issue

We are updating from FSM 6 v16 to v26 and are currently regression testing. So much of it looks good except for one area - opening Repair Center screen times out.It doesn’t matter if the unit selected was already available before the version update or if the RMA was created after, the result is the same.  We can search without issue, but clicking on an item to open the screen times it out.Opening a related task on the task screen is fine using the default repair center screen instead of their modified screen gets the same result I turned server log way up to see if it records anything, but I found nothing conclusive as the culprit.Has anyone seen this or have other suggestions on where I should continue my hunt for a solution?Any and all ideas are appreciatedGeoffrey

6
M
Do Gooder (Customer)
5 days ago
JuniSihombing
Hero (Customer)
JuniSihombingHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Setup table relationships for lookup

Hi all,anyone has an idea how to setup table relationships for PART_NEED.PLACE_ID_FROM lookup in DebriefPartNeeds. The lookup should show:place.place_idplace.namelocation.locationlocation.description the filter should be:PERSON_PLACE.place_relationship like 'C_ORDER_FROM%' How to setup the connection of PERSON_PLACE to PERSON AND LOCATION? The lookup in PART_NEED.PLACE_ID_FROM should show these 2 places/locations (in the box)  This is the setup I have done.   This PERSON_PLACE and LOCATION relation maybe wrong.  :-)How to setup the correct one? The filter:  Cheers,~Juni  

4
JuniSihombing
Hero (Customer)
5 days ago
E
Sidekick (Customer)
etmshiySidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Adding additional column in Resources planner

Hi All,Is it possible to add a column of Division in Resource Planner screen where i have highlighted in yellow Colour. Regards,Shiyaz

5
Alexander Heinze
Superhero (Employee)
5 days ago
SDN
Sidekick (Partner)
SDNSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

AUTOMATIC TRANSFER TO MOBILE

Hello everyone, I was wondering if there was a way to automatically send task/tasks to MWO Service without having to click on "Transfer to Mobile". Ex: If all tasks are assigned to a resource that has MWO app, then automatically they are transferred to mobile. Can anyone help me with this?

2
A
Superhero (Employee)
5 days ago

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