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

Hi IFS community, my first post here  :0)   Getting acquainted with PSO, and wondering how organisations manage the (higher than batch sched) frequency of re assignment of appointments on the day of service ?  Best regards 

I am trying to preview an attachment (word, doc, or pdf) in a view controller. When a place attachment is selected, PlaceAttachment_ViewController should be called and display/preview the selected place attachment. This is working on iPhone 11 and 13 but not iPhone 7 or 8, running iOS 15.5. I have tried using the following approaches to preview an attachment file: QLPreviewController, UIDocumentInteractionController, and UIWebView. Here is sample code that I used for each of those: QLPreviewController: QLPreviewController* ql = [QLPreviewController new];ql.dataSource = self;ql.delegate = self;                // [self.navigationController pushViewController:ql animated:TRUE];ql.currentPreviewItemIndex = 0; [self presentViewController:ql animated:NO completion:nil]; - (BOOL)previewController:(QLPreviewController *)controller shouldOpenURL:(NSURL *)url forPreviewItem:(id <QLPreviewItem>)item {   return YES;} - (NSInteger) numberOfPreviewItemsInPreviewController: (QLPreviewController

Hi,I have installed Mobile Application on my office laptop after doing all the required system related prerequisites changes  like certificate installation, Enabling Developer Mode in system settings etc.I am able to install Mobile application successfully. But while logging into mobile application I am getting below error.Error: A116: Invalid User Name/Password pair. Please try again.I have already checked the Person records prerequisites setting. all the required fields for Person like Employee, Mobile Users, Person to Place relations , Password Expire, Active etc. looks fine. But, still not able to login.Please help me out resolving the Mobile application login issue.Regards,Prem

Please can you advise the hierarchy relating to how task dates are handled within PSO, Apps 10;SLA Latest FinishPlanned FinishLatest Finishie which date is used by the scheduler and in what order

Hi,We are having some problems updating the task plan dates (PLAN_START_DTTM and PLAN_END_DTTM) when PSO automatically schedule a task to allocated status.When PSO updates automatically, the FSM dates are not updated. When the allocation is done manually in the PSO, the dates are updated but the scheduling status remains unallocate (update with value 0) instead of allocated (update with value 10).ThanksPedro

Hello all,what we currently try to achieve is to group properties that are conceptually related (e.g. Location related properties). We tried adding a Label (and only, just text) to the custom screen we currently work on through the XML editor using the below xml code:            <item>              <item_path />              <register_name />              <name_to_register />              <template />              <tab_index />              <table_ref />              <height />              <check_spelling />              <parent_element_name />              <read_only />              <required />              <max_length />              <max_decimals />              <lookup_display_column />              <lookup_key_column />              <lookup_table />              <mask_type>upper</mask_type>              <column_type />              <label_value>Location I

Hi All,We are trying to create an custom attachment table and map the same in the screen.Like Task_steps_attachment, we have created a attachment tab in task screen and map with our custom table, we are trying to config a browse window when we click on attachment_path lookup as below,we have followed the same process like how baseline configured in task_steps_attachment with attachment_alias [we configured with custom_table and with c_attachment_alias], but we are getting an normal lookup instead of Browse window.could anyone please advice how we can achieve this on configuration or do we need custom code for this ? Thanks in Advance. Regards,Hariharan P

Just test upgraded PSO from 6.7 to 6.9.Has the function of the Rota Selector (in the Resource Planner screen) changed? In 6.7 it appears to filter the lower portion of the screen (the “Resource Planner”) in 6.9 it appears to filter both the upper and lower portion of the screen. I would describe this as not ideal behaviour! It makes the “Add Resource to Planner” button very unpredictable! 

Is it possible to dynamically change the name of the tabs on the webclient f.ex in addition to standard “Request” also include information f.ex the request_id?FromTo this:  

Hi All,We have a scenario where during the service request creation, customer would be making partial pre payment against the planned work. During the Invoice generation (after Request Completion), we need to consider the Payment already done & generate the Voucher / Invoice accordingly.Can you please help if this can be achieved in standard implementation & what could be the configuration items for the same 

My requirement is to set the webclient homepage as default document website in IIS. So that when I hit http://localhost, instead of showing me IIS homepage (blue screen), it navigates me to the webclient homepage. 

Hi Experts,Is there a way or any Parameter to control the Retention time period of dse_plan_travel table records?One of the customer is finding a heavy load of records in this table & most of the records appear with a NULL value for Task id. These records are unnecessary & could cause a performance impact to the system later on.Many thanks!

Hello IFS communityIn IFS Cloud Aurena, i created an shift emergency services to a resource. How can i display this shift in PSO? Thank for your help

can we create attachment by using base64 and adding relation to parent task/request at a same time by odata api  can we create custom map and and base64 encoded  

Hi Experts,What is the usage of Process Mode - ‘Before parent’ in xml maps → relation definitions?I have tried to use the ‘before parent’ option to check whether the sequence of executing the tables got changed.Primary table = Request Expected execution sequence with After parentRequest → Place Expected execution sequence with Before parentPlace→ Request But the sequence of the execution does not get modified.What is the exact usage of ‘Before parent’? Thanks,Hasara

I have created a custom screen and want to have Import/Export button on the screen to import data on the custom table. There is an import/export button in business rules screen(for reference). I want to trigger existing import/export functionality from my custom screen. The button has to be at the top right corner of the screen beside Save button. Can anyone please help me on this?

Is globaltheme.xml is available as a part of the package for FSM 5.6.3 version? (I searched for this xaml file in application server in c:\inetpub..\clienttest folder but could not locate. Should I look somewhere else)If not then how can we customize the login screen in 5.6.3 version (smart client)?I am looking add few fields and some more text to the application launch screen along with customer branding. Understand that this is available in higher versions but my client is still stuck in this old version.

Good dayDid anybody attempt to integrate B2B Portals into solutions like Google Analytics. We lost to options to track users with the introduction of IFS B2B portals.

Hi Experts, This issue was already raised in the below community post but there is no proper response received.Creating an attachment in FSM using a secured url response | IFS Community There is a requirement from customer side to send attachment as binary format.(They are using ODATA REST API)Send attachment in binary format Receive attachment/convert it to file Save it in FSM serverAs per the ODATA REST API document, we can use binary in the attachment I have tried below request in Postman with the Binary data for the attachment. This created a new attachment record but there is no actual file attached to that. Is this functionality supported by ODATA REST API? How to achieve this requirement? Thanks and regards,Hasara

When a task is rescheduled by a planner then that task should be canceled and a new similar task will be created for that request.There is a business rule which create exactly same task when a task is rescheduled. 

Hi,I’m getting the below error when accepting an appointment offer from PSO in FSM:I think the problem may be when FSM tries to create a time_commit record for the task.  I’ve set the PRIMARY response code (as I believe this is the one used when creating a time_commit in FSM after accepting an appointment offer) to have a calendar id: Note that this customer has renamed response code to SLA Profile. I suspect it is down to missing config or a business rule but it’s hard to pin down exactly what. Understanding how the baseline works might help.Thanks,Tom

Hi all, I want to test a notification which will send report on DEV.in App Params SMTP setups on PROD and DEV are the same.Using the same app params, on PROD sending notification works, but not on DEV. Notification message is setup correctly.  Distribution list is setup correct.A notification business rule  triggers in task_event when task is completed.  Is there anything else I should change/check/connect for DEV to make it works? FSM6

Hi Team , Can we add cust apparam rule has a condition in sync rule , like I have created a custom apparam for days of site history to be synced , code value = 7, I need to put this constraint in the sync for a view table (site history view), which will sync only the site history of the task before 7 days from current date.so I need to add in the xml to compare the created dttm of task and related task for same place within 7 days . Can anyone suggest the solution for this. ThanksMuthujayashree R 

HI,In one of our customer's environments, we’ve noticed an issue of continuously inserting records into the mm_message_out table with high volume.It utilizes most of the process and exceeds the DB session limit as well.So system performance getting very low and users can not log in to the system due to this low performance and consider it as a system down situation.We’ve cleaned up the messages mm_message_out which is beyond the retention period(48 hours) as mentioned in the below community threadFSM Mobile - mm_message_out cleanup process | IFS CommunityBut still, it's not resolved the issue and continuously proceeding insert statements into mm_message_out with high volume. As I know ,normally mm_message_out insertion is not a big issue as it's the standard behavior, But here it's consuming almost all the CPU and sessions.Can anyone help ? -Kelum

One of our customers upgraded from FSM 6 U 5 to FSM 6 U16. In U5 they have configured integration log screen by adding additional filed to the search. When the update was applied, the modified screen is no longer available. We see other screens that were changed  are available after update install. Have any one seen similar issue?