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

Looking for some directions for Resource/Shifts updates to PSO (ARP) via interface/FSM. How to create a change file dynamically and apply it in real time ? 

Hello all, We are working on connecting the spares to the objects, but we use Serialized objects a lot, is there a way to connect the Spare Part to same Parent Object cross all sites, ignoring the different serial numbers etc?As example: Main Part number: 025953-0000-000, always have the same 4 spare parts. But from what I can see, I have to add those 4 manual every single time, isn’t there a way that we can link the same 4 parts from the same site to the main part number?  Thank you,Michael

Hello, I have a question in regards to how to prioritize PSO bucket resource to receive jobs as a last resort.We have different type of resources and wanted to see how can we override other resources over the bucket resource. Use case: Right now we have a resource that already have 2 jobs scheduled on them but PSO is moving it into the bucket tech even though the resource met all the criteria to do that job and have available shift. I use the comparison tool and cannot figure out why since the travel parameter for the resource is even closer than the bucket resource etc.  Please assist if possible. Thank you!

When a product or contact is updated that should automatically reflect in the request or task table where we inserted dataIs that possible?

Hello Community,Is there a way to have surveys available to mobile users at any time? For example related to the person record? or maybe a custom object?The use case is fatigue management.As a mobile user, I would like to report on my fatigue status. For that I need to open a survey and fill in a few questions and save the survey. This can be at any time of the day.What is the best solution here? Cheers! 

Fellow FSM community, Does anybody know, if it’s possible to set-up FSM to use different outgoing (sender) mail accounts when sending notification messages.My customer is working as sub-contractor on behalf of different tenants and needs to send out delivery notifications from different mail accounts.Even though It’s possible to specify the sender via “Message From” Field within the notification template, the process fails because application server is obviously trying to use the SMTP credentials specified within APP PARAMS. So it can access the specified mailbox if it’s different to the SMTP_USER specified. Following exception can be found within the Server Log:The following system level exception was generated by the application: Communication error sending smtp mail message: Mailbox unavailable. The server response was: Requested action not taken: mailbox unavailable So does anyone of you have an idea how to solve this requirement?Thanks in advance! Best Regards Andrei Venglinsky 

Hello, Could a mismatch in time zone from FSM vs PSO cause activity to fall under scheduling exception? For example, we’ve recently running into scheduling exception that related to “ Activity out of scheduling window”. After further research, I notice the plan travel commitments is follow by our time zone which is central time where the job is located in the eastern time zone. Normally resource shift won’t start until 8AM so I am not sure if both system need to match and if this is causing scheduling exceptions. Any insight would be super helpful! Thank you so much! 

Hi Team,                Appreciate it if any one of you guide me through the steps/solution that I need to integrate IFS Apps part related image, attachment to IFS FSM Mobile. In IFS Apps all of these image and attachments stored in FTP. We need to fetch and display these documents from IFS and display in FSM Mobile part screen.  Customer requirement:FSM mobile technician can able to see part related catalog, images which is stored in IFS Apps FTP. Thanks in advance.

Hello all, If we have a custom table in FSM with thousands of records. These records don’t have access group.Now, i want to create the access group for the same custom table automatically populate the access group field for the new records.Regarding the old records, i want to run an update to populate their access_groups. The question is “Do i need to recreate the entire table for FSM to assume that i have the Access Group field and start restricting the records based on the field? Or i just need to make sure that all the records (new and old ones) have the field populated.”I have FSM Update 16.Thanks in advance

Hi there, It was brought to my attention from our Field Engineers that FSM Mobile Version FSM6u16 does not sync when the Android Device (using Samsung Galaxy Tab Active3) running Android 12.  Is there a work around for this? Our Techs work out of data coverage as are underground. They add lots of Notes and Attachments whilst not having data. The device in most cases will screen lock before they are in coverage. This potentially causes issues as the data is not sync’d even though they are now in coverage.  Has anyone experienced this and can suggest a solution? Thanks, 

FSMwe are currently using FSM 6 update 15, is there option to divide the day, month and year from the date field and store it in the different db field?Eg: user_def_dttm1 = 6/24/2022from the above fields i need to save that in three different field as belowuser_def1 = 6user_def2 = 24user_def3 = 2022we cant use substring expression, because it will not work for below10/24/2022 - because the position will keep on changecan any one suggest if there way to accomplish above requirement?

Hi Experts,I am trying to setup a file integration with FSM for the first time. The FSM app is setup as an app service in Azure. within the same resource group a storage account is created, within which a file share is setup in order to do the file integration.  with the following folder structureI now tried a basic outbound integration,When I trigger this, I run into the following error, I then tried my luck with an inbound integration by creating a monitor schedule,  ​​​​​​​Now I tried uploading a simple xml file that ought to create a request, in the specified folder​​​​​​But nothing happens, I don’t see the request getting created, nor anything in the integration log to point that this was picked up and processed up by the application.So this is where I stand now. I’m pretty sure I am doing some trivial mistake(s) as this is my first attempt at a file integration. I would greatly appreciate any help to get this off the ground​​​​​​​

Hi all,we have custom client-report (rdlc) which contains signature (format jpg) in it.On DEV, ACC, TEST, the printed report has signature on it.e.g.  On PROD the signature cannot be shown in the report. The Code-Table Cust App Params (SAS TOKEN) exists in all environments.  Any idea why PROD cannot print the signature? ~Juni

Hello,We are trying to limit our bucket resource to 3 activities per slot period. I’ve tried to set this up in the Rule and Rule collections then applied the rule under Resource Types for the bucket resource but when I test this out, I am still seeing slots open up for the bucket resource. Is there any other parameter or configuration that I might be overlooked?Please advise if possible. Thank you!

Hello all, We were trying to update a field on table C_TASK_EXTENSION (an extension of Task table) and we got the following error: After some explorations, we noticed that this error only occurred when we had a field of the type Longstring populated:  However for example, if we try to update in other table some field when that entry has already a longstring field populated the error does not happen (for example when updating ADDRESS with COMMENTS field populated and also updating a custom table). Has anyone faced this issue before? Kind Regards, Joana Machado

Hi Team,Which FSM version will support on the  Server Operating System windows server 2022 and TLS 1.3?Appreciate your support 

Hello,I am performing a test where I am allocating a task in PSO and I was expecting the Schedule_Status in FSM would be changed accordingly but the value is always NULL.Do I have to change the status to Committed? When does this Schedule_Status changes?What can I do to see the correct value in Schedule Status?The goal is to inform an external system that an allocation was made in PSO by sending an outgoing message from FSM. Thanks.

Hi Team, Our requirement to use external Ref id to store in FSM table and use this as key for inbound requests  .  Ex: REQUEST table “CROSS_REFERENCE” is string 64  and wanted to increase to 128. is there any way to increase length of column  Create an index on this column this seems common requirements and has anyone done this approach. Thanks,Srinivas

Good day,We’re looking for a way to handle lot of request in same time in order to execute some actions, equal for each request of this group.EG.:We’ve 100 requests and we want to pass all from open to a custom status (maybe from a search screen) We’ve 100 requests and we want to assign massively 50 to a tech and the other 50 to another techThx in advance

Smart client:Web client:Nope, there’s just a messed up date format.How can we fix it so that the date format is the same on these lobby elements regardless of client? 

Hello,I have a question in regards to logic behind FSM skills.In FSM, when scheduling a task through the Book Appointment process, the system ensures that the resource that gets committed to the task, has the required skills to perform the task.Sometimes it is necessary to skip the Book Appointment process and instead, manually assign or commit a technician to a task.  How can we have FSM prevent the user from manually assigning (committing) a technician that doesn't have the required skill or their skill has expired?

Hi,Good Day.When creating a company using STD template on App10, the below error is coming.“ORA-20110: Resource.COMPSTRUCTEXIST: The default Resource Structure TESTXIT for the company cannot be created because there already exists a Resource Structure having the same Resource ID.”(SS) This is the company Resource Structure.  Tried to connect a resource and update the company, but error was still available.Kindly Assis on the above. Thank you.Best Regards!

Hi,In the mobile app, we have a box in the bottom of the Home screen, with “Important information”. On one of the lines, it says “You have X overdue commitments!” When pushing the hyperlink on the commitments, the CommitmentList screen is opened, however, there are no values in that list.Is there any way to edit this “Important information” box?  Where is the “Overdue commitments” fetched from? Even though the technician has no assigned/commited tasks, there are still some overdue commitments.I saw a different case in the Community where it was referenced to some App Params, but as far as I can see from the documentation, these are only applicable for the “Important information” on the Overview-screen. 

Hello,Is there video learning about FSM configuration? for beginner and can be shared to customer to learn. Thanks 

Hi,Other than admin role credentials In Part disposition screen, disposition record with disposition code RMA is not visible but disposition code RTS related records are displayed . Is it required to add any function? Please suggest how to display disposition data with disposition code RMA in part disposition screen.Regards,Ramya