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

2783 Topics

jbernardoHero (Partner)

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

FSM 5.7 - Logistics Manager UI update or Business rules

Can you update the UI in logistics manager? or Can you put business rules on there? I am trying to have certain fields auto populate but when creating the custom process, the table STOCK_ADJUSTMENT (which is where the misc adjustments in logistic manager live) isnt available. I am assuming i wouldnt have access to do this but wanted to see if there was another way around.

4 years ago

PinmayaKSidekick (Partner)

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

FSM-Notifications

Can anyone please tell me how to use substitution map while creating Notification in FSM. A sample document/data will be very helpful.

4 years ago

jbernardoHero (Partner)

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

Expression in business rule against request unit (FSM)

Im trying to create a rule that brings up an alert when a unit has been serviced within the last 90 days. I figured this could look at the request unit creation date for the same serial number. Looking at how expressions work i’m unsure how to execute this and hope someone in the community can lend a hand.

4 years ago

graeme86Do Gooder (Customer)

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

FSM 5.7.6 Client Using Client Script with List view.

Hi I am looking to have a button on a listview tab that will update one of the fields on a selected line of a List view. is it possible to control a Listview items using a Button and a client script? and if not a client script any other way? if so can you explain how i might go about do so? Thanks, Graeme

4 years ago

graeme86Do Gooder (Customer)

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

FSM XML Busines Rule

I am trying to create XML business rule that exececutes on the Creation of a request the business rule is expected to insert a a new line in a custom table for the most part it is working. but in one of the fields it need to combine the Place id with some text and im not sure how i would go about doing that the line question is the charge_code i would like it to insert S-22222-M where 22222 is the place id. I tried the below but it populates exactly what is seen below if i put spaces around the @place_id it does populate the field with the 22222 but it also has a space on either side of the place_id. Any help would be appriated Thanks <perform_batch> <sequential_dependent> <update_rid_settlement regex_validated="true"> <rid_settlement> <insert is_initialized="false" /> <charge_group>STANDARD</charge_group> <cost_split>ALL</cost_split> <charge_code>S-@place_id-M</charge_code> <request_id>@request_id</request

4 years ago

kaustavDo Gooder

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

FSM - File Menu

In FSM application, under File menu we have a sub menu named “SETUP WIZARD”, can anyone tell me what is the use of that and how to setup the wizard??

4 years ago

AbhinavcSidekick (Employee)

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

Is Google Map or ESRI Supported in FSM for Geocoding

Hi Guys, Do you know if Google Maps , ESRI are supported in FSM ,

4 years ago

kaustavDo Gooder

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

FSM- Integration

Can anyone suggest how to capture Response in FSM from a external system/foreign system while doing outbound integration?

4 years ago

jolsonDo Gooder (Partner)

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

Custom Report

I want to generate a report that retrieves data from a table I created using the Custom Metadata screen. Is this possible in FSM?

4 years ago

kaustavDo Gooder

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

FSM - Import/Export

In FSM 6, under Import/Export menu there is a option called “Perform FSM MPM”. Can anyone suggest me how to execute this process, so that we can do import/export as per our requirement. Means how to import MPM data from a file?

4 years ago

RamyaSidekick

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

Deactivating Baseline Client Script

Is their any way to deactivate baseline client scripts in FSM for a particular screen so that we can create our own customized client script and apply it to that particular screen.

4 years ago

jbernardoHero (Partner)

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

Print pick for multiple lines in Part Needs

In the part need screen, you are able to click multiple parts to print out. however if there are 3 parts on 1 request/task, it will print out 3 separate print picks and generate 3 separate shipments. whereas if its done on the request screen it will put everything in 1 shipment / print pick has anyone had a similar issue? is there any way of fixing this? FSM 5.7

4 years ago

TDCSOURABHSidekick (Customer)

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

How to create a new task from FSM mobile app (version 6.1) ?

Is there a possibility for the users to create a new task and assign to themselves from the FSM Mobile App (version 6.1) ? Please list the steps if possible ?

4 years ago

Lee PinchbeckUltimate Hero

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

Delay notification email until attachment ready

Is there a place to set in FSM that an email notification should not send until all reports set to attach are generated. By default, if the report is slow to generate, the email will send without the attachment.

4 years ago

RwjgoedhartHero

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

FSM 5.6.3 - Integration Message Routing - Http Header value interupted at colon (:) within value

Hi All, I am trying to set up an Integration with Solarwinds Service Desk (https://www.samanage.com/docs/api/introduction) The primary challenge that i’m facing is with the Authentication Token provided to us by Solarwinds, as it contains a colon “:” right in the middle. sample (Editted for obvious reasons) ASDSADSADSADSADSADSADdsadsadsadsadsadsadsadsadsvbQ==:eyJhbasds890dsa08979787sad7sd7sds7dsa8dsad78sad8sadsa8dsa8dsad8sadsa8dsad9sad9sad76sad6sads56adsa7n0.o6Yl4dASDSADOIASDSADSADSADSADdsadsaddsad8888asdsdsdss_asdsdds888ASASDdsassasaaAAaaAAA0 the way we are expected to feed this token is in the HTTP Header like: X-Samanage-Authorization: Bearer TOKEN Example: (fake token, from solarwinds documentation) curl -H "X-Samanage-Authorization: Bearer AAAZWV0YXkubmF0YW4rNUBzYW1hbmFnZS5jb20hbGciOiJIUzUxMiJ9.eyJ1c2VyX2ljIjoxMjU2OTQzLCJnZW5lcmF0ZWRfYXQiOiIyMDE3LTA2LTA3IDA5OjE3OjI5In0.j_H15qzJJr9vXGAHCThLEOQrE9GGbjMxZJOs5zAf_iqaGqxlIOAmvPpBx0td_C3r7dliAfXXIgdqhZHVoK1KTwAzd1" -H "Accept: app

4 years ago

AbhinavcSidekick (Employee)

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

FSM 16. How to generate Preventive Maintenance from Contracts Monthly.

Can any one explain how we can generate the Preventive Maintenance Tasks Automatically from Contracts. This should be done in the background. I am aware about the contract manager.

4 years ago

rcvsDo Gooder (Customer)

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

How to insert a record in a table

Client scripts type can be “FSM” or “Mobile”, The FSM type can not have functions such generateDataTransaction, generatePrimaryKey, addToDataTransaction etc So how to insert a record in a table using a FSM script?

4 years ago

Kalpani DissanayakeSuperhero (Employee)

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

FSM Studio screen creation issue

When adding a new screen using on a custom table, following error returned while searching for records in the new screen. "Unrecognized business object 'YourCustomTableName'. Contact your system administrator for assistance"

4 years ago

EnvPriyeNDo Gooder (Partner)

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

IFS FSM Integration

Hi Guys, Can any one suggest how to send the PDF attachment (Like Invoice Report PDF Attachment) file in XML mapping during FSM integration trigger and Also suggest how to declare the attributes in element tag and pass the values in it like in below example? <InvoiceRequest documentDate="2019-10-17" documentNumber="123456789" billingType="Invoice" transactionType="SALE"> <Currency isoCurrencyCodeAlpha="USD"/> Any help will be highly appreciated

4 years ago

Dilan BandaraDo Gooder (Former Employee)

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

FSM Mobile - mm_message_out cleanup process

Noticed that the mm_message_out table which contains mobile messages doesn't seem to get cleaned up. What process does the actual cleanup of the mm_message_out table?

4 years ago

Lee PinchbeckUltimate Hero

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

Acitivity Feed in FSM

It has been noticed in a few setups where there has been performance issues with FSM that turning off the activity feed greatly improves performance. These cases have been where the activity feed is on its default settings as it was not being used. Is there a more elegant solution to prevent the excessive use of processing by the activity feed than just switching it off. Would it be considered to have the activity feed to require setup as well as being activated to ensure that systems do not end up with these default settings that appear to be resource hungry? Any other additional information on how the activity feed processes would also be helpful. Thanks in advance. Lee

4 years ago

Ethan MSidekick (Customer)

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

FSM 5.6.3 Mobile - Initialize Device from Mobile Dashboard causes password issues

I am attempting to re-initialize a mobile device from the Mobile Dashboard screen (Mobile Dashboard > Right click on device > “Initialize Device”) which works - the INIT messages gets pushed to the mobile device, the mobile device initializes and everything works until you log out. After logging out on the mobile app, when you try to log in next (using the same password as before initializing) the app says the password is invalid. No changes have been made to the person record, nothing done except “Initialize Device”

4 years ago

BertelLundgaardDo Gooder (Customer)

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

FSM Mobile Scripting - goToScreen function

I have this simple script; alert("Trying to go to DebriefOV"); goToScreen('DebriefOverview',false); /* To be: C_opportunity_details */ The above code works OK. If I try to change the Screen name to my custom screen ‘C_opportunity_details’ - nothing happens. Please help.

4 years ago

jbernardoHero (Partner)

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

FSM Mobile - 5.7 - GPS Error

when using stock search to find nearest part. user is receiving error could not acquire the current GPS location. Please activate GPS feature on this device. Doesn't happen with all users

4 years ago

TDCMANIRULDo Gooder (Customer)

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

When a task is committed in PSO, it is taking too long (sometime upto 15-20 min) to reflect in PSO

When a task is committed in PSO, it is taking too long (sometime upto 15-20 min) to reflect in PSO.This has been a issue since day 1 of FSM and PSO implementation in TDC. Normally it takes around 3-4 min to reflect in PSO but after 2,3 days it is getting very slow (it is taking 15-20 min) that users are unable to work on and completely stand still condition coming for them and at the same time we are experiencing slowness in FSM also, then if we are restarting the gateway services and after that it is becoming normal again (it is taking 3-4 min) and FSM also becoming normal. So the story is that in general it is normal slow (3-4 min) but after 2, 3 days it is becoming abnormally slow (15-20 min). There is something happening in PSO services, which is giving this slowness and after the restart it is becoming normal again. We have priority 2 Incident running for this issue and as a workaround we have planned to restart the gateway service in every alternate day to improve the performance

4 years ago

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

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