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

This will include questions related to FSM and PSO.

  • 2,568 Topics
  • 6,769 Replies

2568 Topics

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

FSM Explicit Call Business Rule

Can any one suggest how explicit call as execution point in FSM business rule will work. One sample data will be very helpful. 

2
S
Do Gooder (Partner)
4 years ago
jbernardo
Hero (Partner)
jbernardoHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 5.7 Mobile - Important Information Notification

  the green notification on mobile - how can you determine what shows up here? 

6
C
Hero (Employee)
3 years ago
jbernardo
Hero (Partner)
jbernardoHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 5.7 - Substitution Map not reading correctly

We have a substitution map for @place.email_address the notifications are not going through unfortunately. the rule works as the user that is listed on BCC is getting the emails. The BCC is listed as an actual email address with no map needed. its only when using this map does it not work   we do have other maps that work just fine but it seems to be this one that doesn't Here is the substitution map. Here are the code table here is the result from the notification log. you can see the TO is missing  

3
jbernardo
Hero (Partner)
4 years ago
wickrambug
Do Gooder (Former Employee)
wickrambugDo Gooder (Former Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Multiple environment installation overwrites the existing/ previous installation.

I am trying to install multiple environments of FSM application to the computer and it overrides the previous installation so that I cannot use the multiple applications together. As a workaround I need to install the environments again and again to use them.  Lets say I have FSM DEV and FSM TEST environments and when I try to install the both, always it gets overridden by the new installation. I know we can have separate installed applications for both of them but I do not know how. Could anyone please guide me on this? Thank you so much in advance.

4
P
Do Gooder (Partner)
3 years ago
T
Sidekick (Customer)
TDCSOURABHSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Is it possible to show/hide fields (setControlVisibility) or set some fields as required/not required (setControlRequired) on the FSM Smart Client Screen using Client Script?

Is it possible to show/hide fields (setControlVisibility) or set some fields as required/not required (setControlRequired) on the FSM Smart Client Screen using Client Script?  I want to set some fields as not required based on the task_type on the TASK screen, so that I do not get the validation error when saving.  If task_type = A set user_def1 as required  else if task_type = B set user_def1 as not required

3
Lee Pinchbeck
Ultimate Hero
3 years ago
PinmayaK
Sidekick (Partner)
PinmayaKSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM-Shipment Grouping Rules

There is a separate screen called Shipment Grouping Rules.Can anyone tell me where to use this Shipment Grouping Rules once we create a new Shipment Grouping Rule?

3
Ann Degroat
Hero (Employee)
3 years ago
PinmayaK
Sidekick (Partner)
PinmayaKSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM-Repair Center

Can someone tell me what is non part usage disposition?Where to use this concept in our FSM application.One sample data will be good to understand the concept.    

2
PinmayaK
Sidekick (Partner)
4 years ago
K
Do Gooder
kaustavDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Time Clock

Can somebody recommend how to create a new Time Clock and to use it effectively in different screen and also how to set Time Clock rule.

1
C
Hero (Employee)
4 years ago
A
Do Gooder (Partner)
ANILREDDYDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Contracts

Can somebody explain how to Release the bills on monthly basis ( last Friday of every month). in contract Bill schedule.   

1
C
Hero (Employee)
4 years ago
K
Do Gooder
kaustavDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Client Script -FSM

Hi,   Using client script I want to hide a sub tab button. Suppose if you open Request screen, under that we have a sub tab named attachment. So I want to hide the attachment’s New button using client script. So I am using this function “ SetControlVisibility(‘request_attachment’,’add’,False); “ But it’s not working in smart client. Can anyone suggest me where am I wrong or how we can hide this using client script.    Thanks, Kaustav

2
Mike The FSM TechnoGeek
Superhero (Employee)
3 years ago
PinmayaK
Sidekick (Partner)
PinmayaKSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM-Notifications

Can anyone please tell me how to use substitution map while creating  Notification in FSM. A sample document/data will be very helpful.  

2
PinmayaK
Sidekick (Partner)
4 years ago
S
Do Gooder (Partner)
sujayDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Extract Process

How to Extract columns using the extract screen under admin menu and how to store or send the extracted column values?

1
S
Hero (Employee)
3 years ago
jbernardo
Hero (Partner)
jbernardoHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Expression in business rule against request unit (FSM)

Im trying to create a rule that brings up an alert when a unit has been serviced within the last 90 days. I figured this could look at the request unit creation date for the same serial number. Looking at how expressions work i’m unsure how to execute this and hope someone in the community can lend a hand. 

1
jbernardo
Hero (Partner)
4 years ago
C
Do Gooder (Partner)
ClementDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Current user in a workflow data constraint (FSM Customer Portal)?

Hi Everybody,   Do you think it is possible to get the current user person_id and set this value into a data constraint  (FSM 6.4 Customer portal)?   I’ve tried different values like current_user, user_id, person.person_id instead of portal_places.   Thanks for your help!  

3
C
Do Gooder (Partner)
3 years ago
jbernardo
Hero (Partner)
jbernardoHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 5.7 - Logistics Manager UI update or Business rules

Can you update the UI in logistics manager? or Can you put business rules on there? I am trying to have certain fields auto populate but when creating the custom process, the table STOCK_ADJUSTMENT (which is where the misc adjustments in logistic manager live) isnt available.   I am assuming i wouldnt have access to do this but wanted to see if there was another way around.

2
jbernardo
Hero (Partner)
4 years ago
jbernardo
Hero (Partner)
jbernardoHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 5.7 - On Order Hyper Link not working

In the stock search screen, when your record comes up there is an on order hyperlink, clicking that brings you to the purchase order search. In this case it gets an error about condition code. see screenshots. This has never worked for us. Not sure if its a mapping in the UI that is incorrect   Click on the hyper link hereafter clicking the hyper link this error appears  the column DOES exist in that table 

2
jbernardo
Hero (Partner)
4 years ago
G
Do Gooder (Customer)
graeme86Do Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 5.7.6 Client Using Client Script with List view.

Hi I am looking to have a button on a listview tab that will update one of the fields on a selected line of a List view. is it possible to control a Listview items using a Button and a client script? and if not a client script any other way? if so can you explain how i might go about do so?   Thanks,   Graeme

2
G
Do Gooder (Customer)
4 years ago
S
Do Gooder (Partner)
sujayDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Integration

Can somebody suggest how to use Integration Scheduling Wizard to automate the Outbound/Inbound Integration process. One sample will be very help full.

4
S
Do Gooder (Partner)
4 years ago
G
Do Gooder (Customer)
graeme86Do Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 5.7.6 Column '' does not belong tot table xxx on save

I have Added a extension table to the place table. then added the new fields to the place screen. but when i go an update the one of the fields i am getting this error  “Column '' does not belong to table imax_place_extension.”   Can anyone suggest where this error is coming from.   If i try to post the update message in the XML Poster i get the same message.   <perform_batch> <sequential_dependent> <update_place regex_validated="true"> <place> <update> <original_place> <place_id>20759</place_id> </original_place> </update> <place_id>20759</place_id> <e_ref1>1000</e_ref1> </place> </update_place> </sequential_dependent></perform_batch> <perform_batch_result> <update_place_result> <result type="Exception"> <error> <system_error> <severity>ERROR</severity> <message>Column '' does not belong to table imax_place_extension.</message&

2
Lee Pinchbeck
Ultimate Hero
3 years ago
S
Do Gooder (Partner)
sujayDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM REST API And ODATA

Can we have a sample format for REST API and ODATA, how to use them in FSM6 update 4? 

3
A
Sidekick (Employee)
4 years ago
K
Do Gooder
kaustavDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM- Integration

Can anyone suggest how to capture Response in FSM from a external system/foreign system while doing outbound integration?

2
K
Do Gooder
4 years ago
K
Do Gooder
kaustavDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM - File Menu

In FSM application, under File menu we have a sub menu named “SETUP WIZARD”, can anyone tell me what is the use of that and how to setup the wizard??

3
A
Superhero (Employee)
4 years ago
K
Do Gooder (Customer)
krknight09Do Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Anyone know the table that store the FSM server log levels?

We would like to create a notification business rule that is triggered when someone changes the server log level settings.  To create this rule we need to know the table (and column) that is being changed but so far we have not been able to determine the name of the table. Anyone happen to know the table?

3
C
Sidekick (Customer)
10 months ago
K
Do Gooder
kaustavDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM - Import/Export

In FSM 6, under Import/Export menu there is a option called “Perform FSM MPM”. Can anyone suggest me how to execute this process, so that we can do import/export as per our requirement. Means how to import MPM data from a file?

2
R
Hero
4 years ago
R
Sidekick
RamyaSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Deactivating Baseline Client Script

Is their any way to deactivate baseline client scripts in FSM for a particular screen so that we can create our own customized client script and apply it to that particular screen.

4
R
Sidekick
4 years ago

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