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

Hello ! I work on IFS Aurena and IEE. I was wondering when you generate a maintenance plan with a calendar base PM Action, the WO will be generated on the due date automatically (by a background job), or the user have to generate by the screen Calendar Generation each week for example? If so, could we program a Calendar Generation automatically ? Thank you !

Think I know the answer to this but just want to make sure! The new Attachment API List Screen has a heading of “Attachments” is there any way of changing this? I can’t use a message translation because I have two attachment list screens and need different headers.

Hi, Our customer is in Azure and FSM is installed as a service. They are in the process of adding additional 400 techs to the system. They tried initializing a group of 15-20 users in TST and only 20% were successful. The balance had a “NULL NULL display” or cancelled the initialization after ~25mins. They currently have 3 service instances in their test and prod environments. Will increasing the instance count help ? If we are to increase the instance count, is there any guidelines how many instances should be there for a given total user count?

Hi, Historically we have had FSM and PSO and all data initialised into PSO each day for scheduling.FSM has always been the master for the data in terms of Rosters, Shifts, Resources, Calendar Exceptions etc. Our Resource Planning Team work 100% in FSM. This does give us some restrictions. I started to look at ARP in PSO (early 2020) and could see straight-away this would give us some massive benefits to how we operate and manage resources. Unfortunately some pandemic came along and objectives / priorities were changed. However this is something I want to revisit. I am therefore asking the community if any customers have made the jump from FSM nightly 'INITs' to ARP for managing resources?If so is there anything that can be shared in terms of steps to setting up ARP.Things like migrating current work calendar's and rosters reducing set-up time for cutover.How to manage updates in ARP i.e. calendar exceptions, shift data, and feed that back into FSM. We have our dispatch teams working so

Hi Guys, We have noticed that in FSM 6U4 - PSO 6.5.0.29 if call center agent is booking a same-day service work order during the FSM-PSO initialization process (in our case is scheduled nightly @ 3:31 AM) - let’s say the booking is happening at around 3:34 AM - the activity will show up in PSO correctly for a short period of time, but it will be wiped out by the LOAD file FSM is shipping to PSO after the initialization process gets completed (in our case this is happening at around 3:40 - 3:50 AM). The issue we are facing is that the service work order (reques/task) looks good in FSM, but PSO has not information about it - meaning - missing customer appointment. Have any of you experience this kind of scenario, and if yes, how did you mitigated? Thanks

Hi, We have to setup milestones for a task and those milestone should be reflected on scheduleboard once it`s reach to a milestone Can it be possible to create generic milestones and those should be reflected on scheduleboard as well.

Good Day, I am tryin to add text on the update rule based on the hierarchy_select . What I am trying to add is static text before the xpath_node on line 34 . Any suggestions on how I could accomplish it. Thank You. <perform_batch><sequential_dependent><hierarchy_select result_name="creditstatus"> <primary_table>place</primary_table> <attrs> <attr>request.place_id</attr> <attr>place.credit_status</attr> </attrs> <from> <table>request</table> <table>place</table> </from> <where> <data_constraint> <constraint> <left_operand>request.request_id</left_operand> <operator>eq</operator> <right_operand>@request_id</right_operand> </constraint> </data_constraint> <join_constraint> <constraint> <left_operand>request.place_id</left_operand> <operator>equi</operator> <right_operand>place.place_id</right_operand> </constraint> </join_constraint> </where></hierarchy_select> <update_request_event><request_event> <request_id>@request_id</request_id> <event_type>HOLD</event_type> <description xpath_node

Hello, I am hoping someone can help me with this. We leverage contacts for CRM and Quotations. We continue to notice that there is not a standard phone formating for contact phone number. We can you (XXX)XXX-XXXX, XXX-XXX-XXXX, or XXXXXXXXXX. Is there a way to set a default formating so that when users enter the phone number it appears consistently within IFS? Thanks! Carrie Tietjen

Will there be a performance impact if a validation XML is used without max rows? Let’s say the hierarchy select in the validation XML generates thousands of records. Will it be beneficial to limit it to just one (or the first) row? In SQL, it’s typical to use a top X statement to minimize any performance impact.

Dear Experts, Can anyone please suggest how to hide/restrict drop down values in child level. I need to hide it in tab level., tried with the set control visibility client script its working for header level but tab level it is not working. Thanks and Regards, Pinmaya

Is there a way to disable to ability of end user to chane the PSO SWB Update Frequency to what ever they want? We are running PSO 6.5.0.29. The goal is to force everybody use 1 min UpdateFrequency. I’ve seen planner using 10 sec, 20 sec, 30 sec, etc without understanding that PSO is been configure to advance time only once a minute. I tried changing UpdateFrequency parameter from 30 sec default value to 1 min but this only sets the defaul value for a new user. I also check the permission section of PSO - no result. Thanks.

Hi Community, We are exploring the Appointment Booking functionality and we understood that we can configure App Templates as blocking or non blocking. If the App template is blocking, it will block the provided slots until the external system confirm one available slot or reject the app slots request. This will also reduce the overbooking scenario. If the App template is non blocking, it will not block the provided slots until the external system confirm one available slot and it is not required the rejection call to release the slots. However, this will increase the overbooking scenario or the repeat calls to get slots since the system could reply saying that the slot is no longer available. Could you please confirm our understanding? And please share with us if you got any pain point regarding the usability of this configuration? Thank you, Best Regards, Joana Machado

Hi Team, I am new to IFS and currently trying to create below custom MPM in CustomPolicies > ServiceLogisticsCustBusPolicyMgr.cs class. Can you please advise if below is the right way of getting task data in custom MPM? I am trying to initialize Business Entity for task. In case it is not the right way then please advise how can I get task data inside custom MPM. public DataTable GetTaskData() { Metrix.BusinessEntities.taskDataTable objtaskdt = new Metrix.BusinessEntities.taskDataTable(); return objtaskdt; }

In the list view of lobby we want to show only top 15 row of the table. Is this possible ?

Hello, Our technicians have begun reporting an error message when closing a Work Order, or attempting to clock into a newly created one. No changes have been made to the Resources themselves. The only change to the system was an update to UPD 12 (apps 10). Any guidance would be greatly appreciated! They are all set to use the HR calendar:

Hi, What is the Restful Gateway(SRG) end point address in PSO? When i click the RestfulGateway from the IIS. Getting the below response.

Dear All, I need to move a particular design I'd from one environment to another, please suggest in this. Below is the issue explanation Let's say we have 2 development environment and one testing environment. Dev1 Design_name Design_id Field Service 1 DesignTech 2 Dev2 Design_name Design_id Field Service 1 DesignAud 2 2 groups of development teams working in 2environment and we need to merge this in testing environment. Our expectations here is if merge it should be like below but it not happening Test Design_name Design_id Field Service 1 DesignTech 2 DesignAud 3 Observations When we import design file from import/export functionality from design screen from Dev1 and put it in Test then Test will be like Dev1. And again we import file from Dev2 and deploy in Test then it override the Dev1 design and here we can see Dev1. Can anyone suggest me how to merge 2 designs from different environments to one environment. Can we take only DesignAud to another environment Please suggest

Hi, I’ve tried to find a way how to add an existing PM Action to a PM Program? The PM Action / Prepare Tab / PM Program Info seems to be read only and thus suggesting this is not possible in Apps10. Does anyone know a way to connect existing PM Actions to PM Programs? Perhaps further versions will have this option? Any help greatly appreciated​​​​​​

HI All, Is there any possiblity to add multiple email id & multiple contact number in person screen. it will be helpful to receive notification to multiple person for single task which is much important. Regards, Shiyaz

Hi, Happy New year wishes to all… Is there any option available in FSM Mobile application to do filter on task notes screen? we have same functionality in FSM Webclient on notes tab. Regards, Shiyaz

Hi, Is there any option to upload bulk sites in PM schedule plan, We need to raise PM for 2500 Sites quaterly, so is there any option for bulk upload. Regards, Shiyaz

Saving an empty value using ODATA API is not possible. It changes the task_status but doesn’t update the user_def1 to empty in the below example. URL : https://<fmsserver>/odata/task(12345) Method : Patch 1st call (works fine) Body : { "task_status": "HOLD", "status_as_of": "2021-10-26T15:37:37.0047496", "user_def1": "ENROUTE", "modified_by": "USER1" } 2nd call (user_def1 is not set to blank) Body : { "task_status": "ENROUTE", "status_as_of": "2021-10-26T15:37:37.0047496", "user_def1": "", "modified_by": "USER1" }

Good day PSO was set up with a few different datasets. All necessary sections were setup under theses datasets (rules, resources, rotas, scheduling templates etc.). Suddenly, all scheduling datasets have changed to “Expired” status for no reason that I can see. Normally I would be able to change an Expired dataset back to active, but in this case cannot change anything. Any idea how to address this issue, before the expired datasets get removed by PSO for being inactive?

Hi Team, The CFSM template contains a Visual Studio solution file called “cfsm.sln”. This includes Server Customization, Client Customization, Custom Mobile Extensions, etc. Does cfsm.sln comes with IFS installer setup? I mean once you install IFS will we be able to access “cfsm.sln” for MPM creation? In case it is not included in the IFS installer, then where can we find it? Regards, AJAY

Is it possible to specify multiple names of task resources in the mail message that is generated when sending from FSM? Of course a task can have several resources linked to it. Should it be sufficient to simply specify {{task_resource.resource_name}} to display all resources? Or is a 1:n relationship in the notification messages not possible?