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

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

FSM 5.7 Update11- Schedule Board Performance

Hi,Over the weekend we update FSM from 5.7u5 to u11.Since then we’re seeing performance issues with loading the Schedule Board in FSM.One day’s worth of shifts, tasks, exceptions etc. is taking c.35 seconds to load. We noticed an issue in DEV and UAT with a long running query and applied an index to resolve that.I can drop jobs in UAT and flood a specific day and that tasks about 7 to 8 seconds to load. Yet the same process in Live is taking 5 times as long. Has anyone else noticed an impact on the Schedule Board either after applying a patch update, or going to Update 11 specifically? We’re still reviewing the indexes but anyone got any more suggestions? RegardsAdy

1532

4 years ago

uditaDo Gooder

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

Issue in web-client while passing date parameters

Web client is not able to parse date parameter for any report whether it is standard FSM report or custom reports. When we are passing the date parameter from smart client the report is being generated , however from web -client we are getting error for the same set of parameters.Our detailed requirement is as follows:Technicians has task to complete and each task may have multiple steps to be done. In the task status flow, after reaching onsite, technician needs to select the status as ‘In-Process’ first to start working on the task. After completion of all steps under the task only, technician will be able to change the task status as ‘Completed’. Unless technician fills up his findings against all the steps, system will not allow him to change the task status as ‘Completed’ and show him an error message (like ‘Steps are not completed’). Please note that the requirement is to be handled through client scripts, etc. (but not through Business Rule) so that technician can get this error

1161

4 years ago

uditaDo Gooder

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

IOS server log detail

Need to see the IOS server log from FSM application. Where we can see the log, if IOS mobile application glitch found.

1031

4 years ago

Erik ForsbergDo Gooder (Employee)

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

Product serial uniqueness in shipments (FSM 6)

We have the app param SERIAL_UNIQUENESS set to 1 (serial unique for part ID).My understanding of this would be that two products with the same part can’t have the same serial ID but two products with different part IDs can have the same serial ID.However, when we try to add two products with the same serial ID to a shipment we get an error saying that the selected serial ID is already included in the shipment even though the products are connected to different part IDs.Is this a bug or am I misunderstanding the app param, do anyone have any experience with this?/Erik

1253

4 years ago

TatKhandMSidekick

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

A110: cannot authenticate the request because the login is invalid and client session is expired. You must relogin to FSM or exit.

Hi,When all the users in the FSM Web Client Application, tried to login. we are getting the below error message frequently in the FSM Application.A110: cannot authenticate the request because the login is invalid and client session is expired. You must relogin to FSM or exit.Even with admin users we are not able to login the application.Kindy help us to find the solve the issue.

1841

4 years ago

jbernardoHero (Partner)

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

FSM 5.7 - Quote to Request to Task

The Quote module, Out of the box, seems to create a request once the Quote has been approved.It only creates a request. Is there a method that already exists to have it auto create the task as well?Ideally would like to not carry over everythingFor example, if there is labour on the quote, we dont want labour on the task (in the event the user takes longer)

27911

4 years ago

tatRojalDDo Gooder (Partner)

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

SMS notification on customer mobile number-FSM 6

Hi, I want to send the customer a notification on his mobile number after successful creation of a request. Mobile number is a field in the page. We are using FSM 6.How can I achieve this?

4344

4 years ago

jbernardoHero (Partner)

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

FSM 5.7 - Part Replacement Function

How does this function work ? it is updated in the part record and when its used on a part need, it automatically goes to the new replacement part (sometimes if you’re using the updated part it goes back to the old part)is this a business rule or out of the box? i want to apply this practice to the quote module so the parts in the quote module are being updated as well but i cant find this.

1163

4 years ago

TatKhandMSidekick

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

How to unlock the Admin users in FSM?

My Admin user is locked in the FSM. So am not able to log in the application.How to unlock the admin user ?

4481

4 years ago

saras360Do Gooder

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

How to develop client report in FSM

Hi Guys,As you know there are already inbuilt/default client report. How can I create similar to client report without using any third party reporting tool (Crystal report or SQL server report).Can I develop report using report admin Regards,Saras

2423

4 years ago

AsterixSidekick

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

FSM Inbound integration credential detail

If some third party application is trying to connect FSM application using inbounding API integration call, what supposed to be ideal credential to be provided to 3rd party?Suppose there are API being called by thirdparty. So, what the credentials do we need to provide to third party?https://FSMSERVER_ADDRESS:443/FSMDEV/odata/request('1055')https://FSMSERVER_ADDRESS:443/FSMDEV/odata/perform_inbound_integration Is there something in FSM called, Client_ID , Cliemt_Secret , grant_type ? If yes from where to get those value?

3001

4 years ago

AdrianEgleyHero (Customer)

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

FSM Connect - Folder Listener for .csv and update Primary Table

Hi,I have set-up a Folder Listener via the Monitor Schedules to pick out .csv files based on a prefix.I want to trigger an updated to the primary table (invoice) once the file has been received. This will then be replicated for other tables too.The value is not in the .csv so I want to add that in myself.It doesn't appear to like this when adding in the hard value into the mapping, as it just by-passes that column.I have then looked at using a Process to trigger a XML update where that value is set.I have the file being read and the integration is mapping the header 'OrderNumber' to 'invoice_id' but how do I get that value into the XML to update the Invoice ID accordingly?This is the Mapping I have.The process is. With the XML being a simple update. I’m just unable to get the ‘OrderNumber’ value from the .csv to map into the XML. What is the correct setup to achieve the outcome of the Invoice ID getting updated? RegardsAdy

2966

4 years ago

RwjgoedhartHero

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

FSM: How do you carry information from line above in list-view?

All, How can you configure which information should carry over/come down from the list-view item above the one you are newly creating? Example: When you create a new part need on a Request, the “line Code”, “place_id_from” and “location_from” are carried over from whatever part-need precedes the one you just created. (yellow fields came from line above it)On the Request template screen, it does not carry over the same fields. Generating a new Part Need (req_template_part_need) does not copy the Part Line Code from above, similar to how Request operates.How is this configured? Where can we define what fields need to come over, and which don’t when a new line is created in a list view. Thank you in advance. Sincerely,-Rudy

1221

4 years ago

dacampeloDo Gooder (Partner)

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

FSM - Restrict access to smartclient for role/person

Hello,Is it possible to restrict a role or a person to not have access to SmartClient or only to WebClient?We configured the property "Client Type", in role, to "Web Client", but the person is still able to login and work on the smartclient. Thanks for the help,DC

2243

4 years ago

TatKhandMSidekick

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

FSM Active user session is stored in which table ?

In FSM Application , active user session is stored in which table ?

3294

4 years ago

Harri LähdekorpiDo Gooder (Employee)

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

FSM Smart / Web client date format configuration

Is there any way to define client date format other than workstation region setting? It is wanted that FSM displays date in UK format while the workstation region setting is US. (The whole application)

2561

4 years ago

TatKhandMSidekick

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

FSM Application user sessions id details will be stored in the database table level or not?

FSM Application user session_id details will be stored in the database table level or not?

1491

4 years ago

TatKhandMSidekick

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

FSM Application active users session_id will be stored in which table?

FSM Application active users session_id will be stored in which table ? . I need the FSM active users session_id details stored table.

1191

4 years ago

AsterixSidekick

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

Report Designer Tool FSM

Is there any report designer tool in FSM ?Requiremnt 1: When we click on Request Print a pdf file comes up( request.rdlc ) with a predefined format . Need to customized this report with additional jpeg , additional content and few field values. Requirement 2: FSM Report needs to be configured as per the business standard, as we can do in SSRS or Crystal report.But, SSRS doesn't support FSM webclient. Hence the issue.

1662

4 years ago

ZRZJOLIVEIRADo Gooder (Partner)

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

FSM Mobile - Login Page Backgorund Color

Hi, Is it possible to change the background color on the login page of mobile app?We were able to change the IFS logo, but not the color. Thank you, João Oliveira

1954

4 years ago

mmathiasSidekick (Partner)

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

FSM v6.6 Mobile Designer - View description for field

Good morning,I am in Mobile Designer and added the field place.creadit_terms_cd to the CustTabDetail screen. I cannot figure out how to get the field to display the description of the code value instead of the code value from the CREDIT_TERMS_CD code table. Thanks

1222

4 years ago

MartinFSidekick (Customer)

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

FSM6 u6 Customer Portal Dashboard/Lobby

Can anyone help with this please? In our Customer Portal configuration we have selected a ‘Lobby only Dashboard’. However when you login on a new browser you still get the standard dashboard. If you open up a new browser tab and login again with the same account, you get the Lobby. So you get the assigned lobby on all logins except the very first one! Anyone have any idea why?

590

4 years ago

TatKhandMSidekick

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

FSM Server how to find which Business rules have taken more time to execute

In FSM Server how to find which Business rules have taken more time to execute . We have enable server log for Business rule and exception to 6 as suggested by IFS case to find the performance lag.But how to find from the server log which business rule taken more time to execute.What parameter and values need to be checked in the server log.

1401

4 years ago

KYOMANGYALODo Gooder (Customer)

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

API calls versus rights & roles

User has restricted menus and functions to READ only. Example Request or ProductUsing API calls with the same user the same data can be modified. Expectation is: since the user has READ only this should not be possibleHow to you handle the roles /rights in order to avoid this issue?Can you reproduce also in your systems?We use FSM 6.5Thank you already for any useful feedback!

922

4 years ago

ZRZJOLIVEIRADo Gooder (Partner)

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

FSM Mobile - Disable Time Report Screen buttons

Hi, We have a requirement from our client to disable the delete and modify buttons (popup) in the Time Report Screen for the mobile App. We tried to disable the buttons using the design screen but there are no options to control them. Is it possible to disable them or since this is not a standard screen we cannot control its behavior? Thank you,João Oliveira

1212

4 years ago

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

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