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

What mechanism controls the default screen design? Currently there are two design with multiple revisions, however I am unclear on what controls which screen is used

Hello, We have a requirement for Appointment booking and I wanted to check if PSO would support this behavior or has anyone had a similar experience. Let’s say we have 100 Dealer Centers across the country which has their own In-house tech teams. A customer calls in and request to go to the nearest dealer center to get his service done. (There are no travel times for technicians, the customer is the one who would travel to the nearest dealer center to get a service) When a customer calls, he wanted to know which Dealer center has free times for him to make an appointment. Appointments window in FSM should showGrouped by Distance from Customer Location by Dealer Centre by Available booking slots. This requirement is different from our standard PSO Appointment booking process and We wanted to know if PSO still can be used to cater this. Appreciate your thoughts. Cheers!Praveen

We want to merge two different screen in FSM so that they can be in a common UI.

Hello all, We would like to ask if it’s pobbile to change the UI of the FSM mobile in the Android Application, in order to be the same as the Windows Application. For example, in the below “Details” screen, are we able to make the form fields to be displayed as in the Windows Application? (Label and Field in the same row) We want this configuration, in order for the user not to scroll down in order to see all the fields. Thank you!Android AppWindows App 

Hi,Just wondering if it’s possible to allocate a URL to a button, and use data on the object i.e. a Task to use when building the URL itself. Example being the task_id to be part of the URL when the button is selected on that record.Tried a number of things such as a @ and {} on the object.Is that possible?We’re currently using FSM 5.7u11RegardsAdy

Hi Team,We have a requirement to trigger MPM multiple times depending on the result of the Hierarchy Select of certain data. Can anyone share any examples of the same.

Hello I am curious if IFS have a hosted FSM product or if it is supported in say an Azure hosted server environment? We currently have 1 x 2019 server that provide both the web and SQL services for FSM and we would like to move this to the cloud.

Hi,I am trying to do part disposition from task screen without part usage so created new tab for part_dispostion from part_disp table in task screen. Disposition is getting created but it is not displaying under task screen.I have done relation map for task table with task_id and given default value also but still task id not generating in part_disp table so not able  see data under task screen.Can anyone please help in order to understand what is wrong here. Thanks,Ramya 

Hi :-)We want to include an on/off button/functionality for going on and off shifts on the front page/main menu of the mobile app so that our users can easily change their status without having to go through several clicks.Is there a way to do this? Currently using App version 6.13.7928

How can we keep technicians from holding calls from day to day. We require our technicians to send the call back to dispatch at the end of the day if the call is not resolved. 

Hello,I have a quick question in regards to PSO Bucket resource. Is it consider a license count toward PSO license resource count? Please assist if possible. Thank you so much!

We are getting exception as mentioned in attached log file while FSM tries to call Bing API. Can you please check the exception and suggest the solution. Exception messages – Message: Exception details in BING REST call: requestUrl=http://dev.virtualearth.net/REST/v1/Locations?addressLine=GIPSON%20ST&locality=DIAMOND%20CREEK&postalCode=3089&countryRegion=AU&key=Arf9rKlhppvsv6lk7V13KcT9WzJXr1ts0HNgikfaOrr5MayEw3xjvT8WKyftVj8kexception=System.Net.Http.HttpRequestException: An error occurred while sending the request. ---> System.Net.WebException: Unable to connect to the remote server ---> System.Net.Sockets.SocketException: A connection attempt failed because the connected party did not properly respond after a period of time, or established connection failed because connected host has failed to respond 52.231.167.203:80

Good day,I want to add a custom lobby in a tab in the “Request” screen.I got this idea seeing the “product” screen, but I did not found the possibility to add it, cause i can only add “list view, item panel,tab control”.Thanks in advance 4 your suggestions 

Hello,We have a scenario with a client that currently they click in a button in their legacy system and they "fetch" for example 1000 tasks and related objects from a shared queue and create them in their own system. Is it possible to do something similar in FSM with Monitor Schedule Jobs and XML maps configuration?This communication is done through FTP communication. Thanks

Hi allI’d be interested if I was missing a setting or this is a bug. Currently FSM does not allow me to post a receiving record, that I received partially. E.g. the shipment in the following example was involving 2 lots from an item and the shipment was posted, which generated a receiving record following an app param and the “In Transit” flag. For some reason, the technician when doing the goods receipt onto his van, realizes that the quantity shipped and the quantity received does not match and changes the quantity.When the receiving is being “processed” on Mobile, this will automatically trigger the receiving post. The server then throws an error message:The following exceptions occured when posting this receipt: The quantity in Lot(s) does not match the quantity.The same error message is thrown from each, WebClient and Mobile Client.Quantity shippedQuantity receivedError message on Receiving postThanks for all your advices.Kind regards:Marko

I’m trying to write a client script to be used in the smart client of FSM 6.5.In my Client Script SQL I’m returning two columns.exp_date: Date saved in the DB days_left: Using DATEDIFF(day, GETDATE(), exp_date) AS days_leftWhen I access these values from my script, days_left is set to type System.String and I need it to be an integer.I have tried changing the SQL to:CAST(DATEDIFF(day, GETDATE(), exp_date) AS int) AS days_leftbut in my script the variable is still a string so I’m unable compare the value with an integer.Example: if (days_left <= 0) { doesn’t work. The error message will say: The ‘<’ operation cannot be performed between the operands 853 and 0Here is my script so far // Get information from the screen.var place_id = getControlValue("request", "place_id_to_bill");var card_id = getControlValue("request", "user_def24");var today = new Date();// Make sure we have both the Place_ID and Card_ID.if (isNullOrEmptyString(place_id) == false && isNullOrEmptyString(car

How can we identify the Person ID used for Authentication for an existing Integration Monitor Schedule?  This data is not displayed in the Integration Schedule Wizard.  Where in the database can we find the Person IDs associated to the existing Monitor Schedules?

Hello everyone,I’m having troubles in adding the surveys I created on the web client on the debrief workflow on the Mobile app. From what I gathered I need to add a custom screen to the workflow, but I cannot manage to select my pre-created survey when creating it.Any suggestions on how to do it?Thanks in advance!

Hi,Could I understand the impact of updating the FSM DB Timezone from customer timezone to UTC.How the old data can be restricted if it all possible. Regards,Jithesh

Hi Experts,I’m trying to import the following structurepart with two associated models and an associated supplier. The models and suppliers I’m loading already exist in the system.My map looks as following,When I import the following data,I get this errorI assume it’s becasue the supplier part was already added in the first record. in the import/export wizard I chose the following,​​​​​​​So my question is, what am I doing wrong here. What changes should I make to be able to get the above data setup imported with one map?​​​​​​​

Hi All,One of the IFS FSM customers is having following concerns. Could you kindly provide your valuable suggestions.Do you know it could be a problem if we deploy a personal release on an environment that is under a different IFS release? The subject of this question is : - If we generate a package using the "package deployment" feature from a source environment in FSM6U13 ; can we deploy this package on a target environment in FSM6U16 ? (and conversely)Thanks.

Hi, I want to make attachments read only on the mobile device. We are using the new Attachment API screen in FSM6u16.  How can we make the screen reado only, so that the user cannot add any more? Thanks

(FSM 6) We’re making some changes to data visibility in FSM and are trying to set all Tasks to be in the same Access Group as their parent Request - even when the parent Request updates. The predefined business rules for setting Access Groups (67, 70) only fire before insert/update for their associated tables. This means a Request’s Access Group may change and the Task won’t follow it. Those rules seem the only way to change the Access Group of a record in FSM - meaning I can’t just make a custom rule that updates that column. I could make a custom rule that updates a userdef on the child Task when its parent Request is updated to trigger the appropriate predefined rule but that seems hacky. Am I missing a better approach to this or some key understanding of how the rules behave? Would rather write a hacky rule than change how we’re using the fields because that would break some of our reporting, but if I can avoid creating a new rule entirely - even better!

Hello,We are running into an issue where job in completed status is disappearing as technician is switching the job status into completed. We usually see jobs in completed status on the Gantt chart (Purple Color coded) as our tech in the field complete out the job same day as shown below. When the Gantt chart in PSO was Healthy (Current Day): Now this is what we are seeing on the same day. A white/gray line divided throughout the shift on the current day and the job that should be in purple color (Completed status) no longer showing. Any information on how to troubleshoot this would be extremely helpful.Missing Completed Job showing White/Gray lines on the current day.

Hi Team, I have configured mass update button on task table only. It completes successfully as expected and the run log also shows the status complete but on the screen it keeps refreshing but doesnt complete.Update is done on the task table though. Only option I find is to refresh the browser to work on the screen where mass update button is enabled. Is this a product bug or should we check something to make it automatically?Please note that run ID is completed with the results and update on the table is also effective.  Regards,Jithesh