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

2790 Topics

TDCSOURABHSidekick (Customer)

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

Under FSM6OnPremiseInstallation.pdf we can see the below recommendation. Oracle Server Recommendations- Each month, run the script fsm_?_IndexRebuilder.sql where ? represents the current version. We are running FSM 6.1 with an Oracle database. 1) What are the benefits we can get by running it and what are the downsides if it is not run every month?2) What are the precaution (or pre requisites) that should be taken care of before running the script? Do we need some downtime before executing the script?3)This script is also dropping the primary keys and recreating them. What are the risks?

3 years ago

athobieSidekick (Partner)

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

To restric Data acces for Request

HI,I would like to restrict the data access in the Request Screen according to the organization of the service provider.The access group is used to separate activities : 1 access group for telecom activities, 1 other for Electric activities.But for one access group (BU telecom for example), the service provider want that a user based on West (this user works for customer based on West) will not see Requests’data for customer based on East. What settings could we use to prevent a West User to see Request data for East ?Could we use Posting group to do that ? Is it possible in UI designer to define a screen with Data Restriction based on the user who is connected ? that is to say : FSM know that the user connected on West (posting group or person physical_svc_grp, ….)Thanks for your contributionsRegards

3 years ago

pravinl.patelDo Gooder (Partner)

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

Multiple application Installation on Same Server

I would like to know whether we can install multiple instances of the FSM/PSO application in the same IIS/DB server so that multiple applications will share the same underlying hardware. Would be great if anyone can share some suggestion, Experiance.

3 years ago

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.

3 years ago

JMouraDo Gooder (Partner)

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

FSM 6 - Upload to SFTP Server

Hello everyone, I have a client requirement that specifies that the attachments made on a Request/Task should be sent to an SFTP server. Besides the hostname and credentials, what is needed to upload the files to their server? When configuring a Monitor Schedule of the type ‘Process (S)FTP Upload’, the 'File and Folder options’ are referring to the IFS folder structure or the SFTP Server? If it is IFS, how do I know which folders should be used, besides the Attachment Directory defined in the App Params? Thanks in advance for you attention. Best Regards.

3 years ago

MatAntoiFHero (Partner)

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

FSM - Portuguese translation for Custom Metadata - Message Translation

I have a requirement of including Portuguese translation for some users. I am planning to perform the following:Create message translations for all the custom metadata fields Create message translations for all global codes Create message translations for all code tables Can you confirm if this can be done for all code tables together or must they be done individually? Create message translations for all the mobile labels Also please advise if I am missing anything else.

3 years ago

ploutfi_GOGHHero (Partner)

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

Report set print button not available in the webclient?

In the FSM Client, we are able to setup multiple reports on the print button of an FSM Client screen using the reportset button, but the reportset button does not appear on the web client. If we put a regular print button on a screen, it does come up on the web client, but it doesn’t allow a selection of reports like the reportset button. Is the reportset button supported on the web client? If not, do we have a workaround that is available to us for the web client?

3 years ago

ploutfi_GOGHHero (Partner)

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

Report set group not available in FSM 6?

In FSM 5.7, we were able to setup multiple reports on the print button of an FSM Client screen, and then the user would select the report that they want to print. We accomplish this by adding the following report_set_group xml code to the screen. <report_set_group> <report_set> <report_name>RECEIVINGDOCUMENT</report_name> <label>Receiving Document</label> </report_set> <report_set> <report_name>MAC-STOCKLABELS</report_name> <label>MAC - Stock Labels by Receiving ID</label> </report_set> <report_set> <report_name>MAC-UNITLABELSERIALEDRECEIVINGID</report_name> <label>MAC - Unit Label Serialed ReceivingID</label> </report_set> <report_set> <report_name>MAC-UNITLABELUNSERIALEDRECEIVINGID</report_name> <label>MAC - Unit Label Unserialed ReceivingID</label&

3 years ago

YonathaDo Gooder (Customer)

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

Query Element Parens

Hello community,When creating a SQL query and creating the XML to consult through the FSM XML Poster, I have not managed to make the parens element work since the where contains and and or clauses.how can I do? Thanks.

3 years ago

TatKhandMSidekick

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

In FSM , which type of encryption logic is used for password at client UI Level

Hi, Please need your support for the query In FSM which type of encryption logic is used for password at client UI Level ?

3 years ago

AdrianEgleyHero (Customer)

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

FSM 5.7 - Assign Workflow to a Button

Hello,Hoping someone can point me in the right direction.I have created a Workflow and would like to deploy to screen so it launches on a button click.How do you do that?I can see in the FSM Reference Documentation the following: Button. You can create a button to execute a workflow using the UI Designer. You add a workflow button to a screen customization and then attach one or more workflows using the edit workflow group feature. You can run a new instance of a workflow or complete a workflow instance that is preserved. I cannot see in the UI Designer, or other screens anything referring to an ‘edit workflow group feature’. Any pointers on this would be greatly appreciated. RegardsAdy

3 years ago

Dhanushki PahathkumbureHero (Employee)

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

Task Notes showing html code kind of thing like   when note is added from mobile and web

There is an issue that Task Notes showing html code kind of thing like when note is added from mobile and web client. Further analysis revealed HTML conversion is not handled in the mobile after encoded from the web client. This is the reason why it shows the html tags in the mobile task notes. Same issue in web client. Has this bug been handled in FSM 6 UPD8/9?Also, as a workaround is there a way users can turn off HTML on the mobile and web client so they can only put in text?

3 years ago

EnvDeepaKDo Gooder (Partner)

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

FSM Integration run log response capture

Hi,Can we make use of the response from foreign system captured in integration run log without storing in FSM server?A quick answer is really appreciated.Thanks & RegardsDeepak Kumar

3 years ago

AngeloPavDo Gooder (Customer)

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

FSM Mobile (Android) will not initialise (database not found)

Our FSM FSM6 mobile app will not initialise after the user successfully logs in to the mobile app. The device initialisation goes in to a loop and the logcat suggests that it can’t find the mobile database to download and looking on the Mobile Web server the ‘download’ folder is empty. Can someone please advise which config files the configuration for this is detailed?Many thanks in advance.Angelo

3 years ago

jbernardoHero (Partner)

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

FSM 5.7 - Barcode Scanner

Has anyone integrated a form of barcode scanning within IFS platforms ?Particularly, we are looking to barcode our inventory and be able to scan that into our system to add as a part usage or part need for shippingAlso, adding it to the mobile platform so that the user can scan the part for it to be added to the task. i did find some limited documentation on using scan it and the account manager but not clear with these instructions how it all comes together https://docs.ifs.com/techdocs/Foundation1/040_administration/415_touch_apps/090_touch_apps/60_scan_it/default.htm

3 years ago

AbhinavcSidekick (Employee)

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

FSM Encryption for Data inside Database

Hi , Can somebody confirm if the data inside a particular table or particular column can be encrypted.this is from the security point.I have seen somewhere that Database table name and column name obfuscation is supported inside FSM.

3 years ago

dadolkDo Gooder (Employee)

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

FSM ODATA REST API - ATTACHMENTS

Hi, Does anybody know how to upload attachments from client machine to FSM using FSM ODATA REST APIs? Thanks,Dananjaya

3 years ago

PirtekKHDo Gooder (Customer)

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

FSM Opportunities

Hi.When creating an Opportunity in FSM what is the function of the “Team” field?

3 years ago

ERCESEGSILDo Gooder (Customer)

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

Error while creating Work order in FSM

We are getting below error while creating work order in FSM 6 version.

3 years ago

RamyaSidekick

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

Adding user_def fields

Hi,Can anyone please suggest how we can create additional user def fields in FSM.Suppose I need extra user def fields in task or request table how can we add it in custom metadata without disturbing existing metadata.ThanksRamya

3 years ago

DanujaSidekick (Employee)

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

Sorting Mechanism of Task Note List - FSM Mobile client

Hi Experts, I need your help regarding the core functionality of the 'FSM Mobile' client’s 'Task Note List'. One of the customers (Ericsson) reported the following issue on the PROD environment. "The mobile app is showing task notes in what appears to be a random order instead of being chronologically ordered from newest to oldest. The screenshot attached illustrates this, with notes shown in the order - 1 hour ago, 4 hours ago, 2 hours ago, 2 hours ago"Initially, I carried out a small technical investigation to find out whether there are any configurations or client scripts related to the Task Note list sorting but couldn’t find any related changes as well. Could anyone please share inputs of how this sorting mechanism works in the FSM mobile core? Thank you in advance!Danuja.Attachment

3 years ago

YonathaDo Gooder (Customer)

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

Integration MAP-XML

Hello Community,I am new to this world of FSM, I am configuring a function in Integration Function based on an SQL query, which I then want to configure in an Integration Map – XML, where in the processes tab I call the function and in the mapping I place the values that I want to take from the result of the function. However, performing the integration map test throws me an exception.

3 years ago

ALFADo Gooder (Employee)

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

Best practices for Server Time zone usage in FSM with cloud server

Hi everyone,I am contacting you in order to know what are the best practices in the usage of the server time zone in FSM cloud. Basically we are doing a project for a french customer only working in french people with only french users → simple case : Everyone is configured in CET (UTC+1 or +2 depending on the season).However we realized that our IFS server in cloud is by default in UTC which means that in integration related topics we need to make some change to get the right date in inbound and outbound + adapt hours retrieved on specific reports etc… Which is additional work.Question n°1 : what is the best practice ? Should we change the cloud server time zone from UTC to CET ? Is this even possible ?We also realized that the hour fields entered in code tables (ex : TIME_BLOCK) or the work calendar exceptions are entered in server time zone ( in this case UTC) and not user time zone which leads to offset between the configuration done and what is displayed to user’s view in schedu

3 years ago

Dhanushki PahathkumbureHero (Employee)

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

sorting mechanism of FSM mobile, task note slist

Need some assistance regarding the core functionality of 'FSM Mobile' client’s 'Task Note List'. One of the customers (Ericsson) reported the following issue on the PROD environment. "The mobile app is showing task notes in what appears to be a random order instead of being chronologically ordered from newest to oldest. It shows , with notes shown in the order - 1 hour ago, 4 hours ago, 2 hours ago, 2 hours ago"There were no configs or client scripts found that could relate in customer solution and in core environment it's not replicable. Could anyone please share inputs of how this sorting mechanism works in the FSM mobile core?

3 years ago

AngeloPavDo Gooder (Customer)

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

Can a FSM Lobby tile display an Power BI dashboard?

We currently have an FSM tile in a lobby displaying a live Cognos report via a URL point to the report location in an element. I’d like to expand on that and have a much improved visualisation published through our IBM Power BI. I have tried displaying or linking to the Power BI by entering the URL to where PBI is available. Can this be done in a Lobby Element? I have tried but the element tile is just blank/white.

3 years ago

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

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