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

2827 Topics

Kerry SitlerDo Gooder (Employee)

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

FSM 6 Update 7 Mobile Refresh Scripts broken

Since the upgrade to u7 I have noted that performing a Refresh Scripts from mobile is corrupting the data that is in the scripts on mobile. The best example I can describe it seems that the data coming to mobile has been converted to make it XML safe, meaning < > and & characters have been converted to &lt; &gt; and &amp;. This has only started happening since the upgrade to u7. It seems like it is breaking all scripts in this manner and the only workaround is to completely initialized the device. When that is done the scripts are all stored in the mobile database correctly. Is there a setting that needs to be configured to make sure these characters are re-converted when they are received on the mobile device? I have opened an LCS case for this as it appears to be a significant issue, but I am hoping someone can add some insight here.

3 years ago

arti.sagarSidekick (Partner)

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

FSM 6 Update 8 - App Param for Reports

Hi Community,In the Relaese Notes Document of FSM 6 Update 8, There is new App Param mentioned, named “ENABLE_SERVER_SIDE_CLIENT_REPORT_PROCESSING” which will be used to determines whether a client report is processed and rendered on the server or on the local client with the report viewer.But it is also mentioned in the same document that “This app param does not affect SSRS Reports, which are deprecated and should not be used for new report development.”.I have a doubt on this, Does it mean that we will not able to use SSRS for report development in 6.8?Please help me to understand this. Thanks in Advance !!

3 years ago

RRPATNAIKDo Gooder (Partner)

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

In FSM 6.7 can User Training Manual attachment

We have a requirement, in FSM 6.7 , business user wants to view the training material should available in application , so that they can view/download the training material from the application similar to Help Menu where user can download the FSM document for reference.Please suggest can we attach our Training document in the help menu, so that when user clicks the help menu only the User training document we prepared should download. Regards,Rashmi Ranjan Patnaik

3 years ago

PinmayaKSidekick (Partner)

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

FSM-Sending Task ID along with URL.

Dear Group,How to send task id dynamically along with the static URL(survey form).Can we use any encryption for this please guide.Thanks,Pinmaya

3 years ago

saras360Do Gooder

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

How to change URL access parameter in FSM

Hi Guys,I want to change the URL access parameter in FSM. For example, when I m clicking print in report from FSM web client, I want to change the parameter like rs:Format=PDF .Is there anyway I can change the URL parameter? Regards,Saras

3 years ago

PinmayaKSidekick (Partner)

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

FSM-Integration Query

Dear Experts,Can anyone please suggest on what basis we can integrate DMS(Document Management System) with FSM. Means what will be the parameters we need to check with the DMS systems to integrate.Please give me some inputs so that I can ask the same to the DMS team.Thanks,Pinmaya

3 years ago

MuthujayashreeSidekick

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

FSM TECHNICIAN PORTAL

HI , I Have Done Screen Designing and Applied Client Script in that Screen It working Fine in Smart Client and web client .But Both screen design and client script not Reflecting in Technician Portal.Can anyone please suggest, what is the step that I am missing . Do I need to add any function so that these configuration will be reflected in Technician portal.Thanks MuthuJayashree

3 years ago

AsterixSidekick

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

FSM Load testing - information required

For load-testing, I was trying to use Jmeter, and creating scripts. But, I’m not sure on how the new request URL , is using the token. From where the token ID getting generated? https://FSM-Server-detail/FSMServer/webclient/tab/screen/REQUEST/9ce908d2-92b1-4215-95c3-180dda4e6375https://FSM-Server-detail/FSMServer/webclient/tab/screen/REQUEST/a82cb3d1-6638-458c-b742-35066894c5bePlease advise

3 years ago

Kerry SitlerDo Gooder (Employee)

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

FSM Mobile - Windows Cert

Trying to install the window mobile app for FSM 6.7, but I keep getting error the installer bundle is signed with an untrusted cert. In the past I would have been able to get the cert from our server and install it locally. I cannot seem to find the FSM 6.7 windows mobile cert. Can someone help point me in the direction of where to find it? Thanks in advance.

3 years ago

Steve HurstHero (Employee)

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

Mobile Error Log

I am seeing a large number of these errors in the Mobile error log (FSM 6u7) for each replicated table - As far as I can see all the user/passwords are correct. Anyone have any ideas what might be wrong?

3 years ago

TatKhandMSidekick

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

How to access our own customer specific training material from FSM ?

How to access our own customer specific process training material from FSM ?I have copied our own customer specific training material content in the same path where the FSM Help documentation is available. But how to access those training material from FSM?How to provide the path for our Training Materials in FSM?Need your support on above queries

3 years ago

EnvDeepaKDo Gooder (Partner)

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

FSM 6 Audit and Extract

Can someone please explain the usage of Audit and Extract feature available in FSM with any available document and Real case scenarios.A quick response is appreciated.

3 years ago

RamyaSidekick

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

Sequence Number Generation(FSM)

Hi Community,While updating multiple records using insert SQL command to the tab level, We are not able to generate multiple sequence(design_id ) which is the primary key and getting below error. Can anyone suggest what is the best way we can generate sequence for multiple records through SQL command. Thanks,Ramya

3 years ago

MuthujayashreeSidekick

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

FSM Mobile Attachment

Hi , Can a Mobile Technician Browse All the attachment from Mobile , which are already available in BackOffice(FSM Smart Client).Appreciate , If any inputs on this .Thanks MuthuJayashree R.

3 years ago

RwjgoedhartHero

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

FSM 6u6 - Customer Portal - Does it support hyperlinks to outside content?

Hi,We are looking for a way to give our customers access to user-specific URLS through the customer portal. This could be for Project Plans, SmartSheets, Sharepoint sites, other file storage locations, reports, or other portals/incident systems. I’m aware that there are Link elements in the lobby, but since we can only associate 1 Lobby to the portal, which is used by many of our customers, all customers would see the same links.This could be solved through a data-source driven element, such as LIST elements, but they don’t support hyperlinks. I’m very open for a Lobby solution, if one exists, to load custom hyperlinks unique to the person loggin in (or their portal access) The workaround to not being able to use lobbies seems to be to build a custom workflow… However; I’m running into a similar issues as with lobbies.I can get all the right data, including URLS, to display for the right people. I cannot figure out how to make a hyperlink so theURLs are functional, or beter

3 years ago

RwjgoedhartHero

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

FSM 6u6 Customer Portal - Workflow & Lookup Questions

Hi All,Hoping at least one of you may have experienced these challenges in the past, and figured out how to overcome them :) We’re trying to launch the new customer portal, but have the following challenges: When launching the “REQUESTFLOW” process, which starts creating a new request, the “Place ID” always seems to default populate to whichever value is highest on the list of Access in the users profile --- Is there a way for place_id to start blank/empty? We’d are a B2B organization, where each Customer has access to hundreds of places, we want to force them to select the right one, without defaulting. When loading any lookup, whether Placelookup or RequestTemplateLookup, or others, the default sort order seems to be on the key element. Can the sort order in a lookup popup be manipulated to any custom-sort, such as by place.name or request_template.name? Is there any support for Searching or Filtering within a lookup? a list of 500-5000 locations is hard to browse through witho

3 years ago

PirtekKHDo Gooder (Customer)

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

GPS Tracking

HiCan you please explain how GPS location updates are recorded on the mobile device (IOS) and sent to the backend and what should be configured to make this happen. We are currently using FSM6 SP5 and are experiencing very few GPS updates on the person records of the technicians. The mobile device is set to allow location tracking for the device and FSM however very few updates are written back to the FSM application

3 years ago

arti.sagarSidekick (Partner)

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

Confirm Dialog Box on FSM Mobile

Hi All,Confirm Dialog Box works on Smart Client, But Does it work on Mobile Client too? I am trying via the client scriprting but its not working at my end. Any Suggesstions?Thanks

3 years ago

PirtekKHDo Gooder (Customer)

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

FSM Business Rule

HiHow can i create a business rule to run when a request is created between 5pm and 7am.Is there is an expression i can use?For example something like request.created_dttm <17:00 + <07:00Thanks

3 years ago

PinmayaKSidekick (Partner)

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

FSM-Response Capturing Integration

Can anyone suggest how to capture Response in FSM from a external system/foreign system while doing outbound integration.In short i am trying to send outbound data from FSM to ERP. when i send(FSM) purchase requisition they are(ERP) sending some responses but that response i am not able to capture in FSM. Please help me what are the settings or configuration i need to do to capture the responses.

3 years ago

TatKhandMSidekick

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

FSM 6.7 Version can support till which ios version ?

Hi ,FSM 6.7 Version can support till which ios operating system version ?

3 years ago

jbernardoHero (Partner)

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

FSM Mobile History - MMA_REQUEST_HISTORY_VIEW

The view, MMA_REQUEST_HISTORY_VIEW is what controls the product history on Customer records in FSM Mobile.The issue with how this is set up is that if there are multiple tasks on a request, it only shows notes for the first task # and nothing after that. As a business that uses multiple tasks this effects on mobile users. Does anyone have a work around to this ? or have they modified these screens to accommodate this?

3 years ago

RamyaSidekick

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

Part Need Linking to Task and Request

Hi,How to link tab in task to the request tab in FSM smart client, example how part need tab in task linked to request part need tab.Once part need is created in task, same will be reflecting in request part need tab, Please suggest how to do it for custom tabs. Sample document will be helpful.Thanks,Ramya

3 years ago

FredericoMDo Gooder (Partner)

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

FSM Reports Create Trigger

Hi All, we have a requirement where we have to automatically generate a report. Is there a standard or configurable way to have a trigger that would generate a report automatically and then attach it to a Request or Task? Best Regards,Frederico Mendes

3 years ago

Harri LähdekorpiDo Gooder (Employee)

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

Browser for Web client

Which web browser is recommended for FSM Web client?

3 years ago

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

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