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

jbernardoHero (Partner)

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

Is there a currency conversion process in FSM?

All of our prices are in CAD since we are Canadian company. If we have to bill a customer who’s bill to is listed as USD, then the pricing rules will not take effect due to the pricing rules listing only CAD. If we put the converted rate as USD, that will quickly go out of date with how quickly rates change.My question is: Does FSM have a way to convert it based on current exchange rate? or must it be set by whichever price is in the pricing rule?

3773

4 years ago

jbernardoHero (Partner)

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

Stock Count Module on Mobile

On FSM Mobile there is the “Stock Count” option on the menu.when opening it, it is a blank screen that will display a stock countwe know that the stock count is created and set up on the FSM Desktop client. What requirements are needed for the stock count to show up on that users mobile device?Once it shows up will they be able to perform the stock on their mobile device?

1593

4 years ago

jbernardoHero (Partner)

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

FSM Mobile - Attachments downloading to other users

We are having some users experience an issue where FSM is syncing photos from other users to their phone.One case had a user receive over 300 photos. There are no connections to either of these technicians from a person record or task (which is where the attachments are attached to)this has happened to 3 users, that we know of. Has this type of error been reported before?

1704

4 years ago

AdrianEgleyHero (Customer)

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

FSM - Item Styles Colour Code on List Views

Item Style Knowledge Article Hi, Looking through the above knowledge articles and came across this one. This is something we have been looking at, and I thought I would create this topic to see if this is possible. Is it possible to get Item Styles into a list view on a custom screen? I wanted to do something simple like make a Request Priority 1 stand out. We can do this and it displays ok on the request screen. However when we look at the same request on a custom list view the Priority value appears with no styling. The custom screen is based of the primary table Table with a child relationship to Task, then an item path to a view of the Request table. We have tried to apply the Item Style ID against the field in the properties, but that doesn’t appear to work either. Cheers Ady

3507

4 years ago

AsterixSidekick

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

Info required on FSM business rule & Regex

Is there any embedded business rule, that calculates the Line Item price & adjustment price in quote? If yes what is it? What could be the possible regular expression for validating a currency field along with initial character as “€”. Required help.

2071

4 years ago

ipsen413Do Gooder (Customer)

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

FSM Perform DataRow Not Working

I’ve been trying to manually trigger the <perform_send_notification> perform method via XML but the data record doesn’t attach itself to the message. Here is the XML I’m running: <perform_send_notification> <parameters> <dataRow> <request> <request_id>1234567</request_id> <request> </dataRow> <distr_list_id>PART_ORDERS</distr_list_id> <message_name>ICN</message_name> </parameters> </perform_send_notification> I run this in the XML Poster and the email is sent, but it’s missing the Request information that I’m trying to pass to it. I’ve also tried substituting a hierarchy_select statement within the dataRow parameter, but that also didn’t work correctly. Can anyone provide some guidance on the proper syntax to fill into the dataRow parameter in order to connect the data to the message?

2431

4 years ago

graeme86Do Gooder (Customer)

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

FSM 5.7.6 FSM Connect working with Attachments

I was wondering if someone could give me some information on how a inbound integration should be formated to handle attachments. I would like to send a Image file from another system and attach it to the task. Thanks, Graeme

1821

4 years ago

AsterixSidekick

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

FSM Customer portal accessibility issue

Required help on how to create customer profile in FSM, what are the mandetory parameters need to be defined in person level and how customer use the cutomer portal to access the application?Is it possible to create Service Request or to check status of request or personal information , even if not being a licensed user of application? Need help.

2944

4 years ago

AsterixSidekick

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

FSM Report Print issue

Unable to see the downloaded PDF report/Service inquiry form after I click on the “Print” button in any page. In request page, if I click Print, getting the following error.System.IO.FileNotFoundException: Report file REQUESTS.rdlc not found. Check CLIENT_REPORTS_PATH setting. at Metrix.UI.ClientReport.RdlcReportHelper.OpenReportFile(String reportName) at Metrix.UI.ClientReport.RdlcReportHelper..ctor(String reportName, String reportRefName, Boolean isSubReport, Dictionary`2 reportQueries) at Metrix.UI.Util.RunReportingService(String reportNameWithParameters, String outputFileType) But, corresponding *.rdlc files are there in installed path location. (…….\Application Server\ServerInstallContent\ClientReports\BaselineReports)Earlier issue was not there. Please advise.

2824

4 years ago

jbernardoHero (Partner)

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

FSM Alert Business Rule - More than 1 alert

Hello, Currently we have an alert set for when a part need is entered, the alert will display the part alternatives for that original part.However, if there are 3 part alternatives, it will only show 1 Below is the business rule, how can i modify it in order to perform this?

1655

4 years ago

jbernardoHero (Partner)

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

PSO / FSM - Assign Based on Work Status

In FSM, mobile users have an "On shift" & "Off shift" option. This is located under PERSON.WORK_STATUS.Is it possible to have PSO schedule a tech only when they're ON SHIFT and when they are OFF SHIFT it does not consider them for work?Thanks in advance,

2936

4 years ago

ADNANSidekick

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

My OwnTheme

Hello there. I want to create a new theme for myself. The solutions I saw before did not work. I would like the simplest explanation to add a new theme. Question 2 What is FSM?What is PATH_TO_CUSTOM_THEMES ?What is GlobalThemeXaml I would like a screen shot to explain.Thank you so much.I could not understand the examples below.I want a simpler and simpler narration. https://community.ifs.com/service-fsm-touch-apps-document-management-mwo-mro-pso-43/easy-way-to-customize-ifs-fsm-theme-as-per-customer-branding-2829 https://community.ifs.com/service-fsm-touch-apps-document-management-mwo-mro-pso-43/custom-theme-3146

8875

4 years ago

MuthujayashreeSidekick

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

Custom Theme

Hi ,can anyone tell me, how to apply the custom theme in FSM .i have copied the default.xaml and chaged to globaltheme.xaml and provided the primary and secondary color .The globalTheme is deployed in the theme folder.i have even given the path in app param (PATH_TO_CUSTOM_THEMES).But the custom theme is not reflecting .Can u tell me what is the step that i am missing here.Thanks Muthujayashree R

7205

4 years ago

AdrianEgleyHero (Customer)

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

FSM - 5.7u5 - FSM Connect Outbound with no Primary Path

Hi all, I am trying to connect to one of our customers API to notify them of a new claim for one of their customers. I believe I can connect fine but the result I am getting is the "Request body does not match schema". It appears they would like to receive the transaction like the below. { "windscreenRef": "10610710", "policyNumber": "HG721101", "fixType": "repair", "fixDate": "2020-07-20", "bookingInDate": "2020-07-20" } However I am struggling as the Cust Integration Map is asking for Primary Path. With the message being sent using the JSONOutboundConnector, what do I need to do to be able to post the message but with out a Primary Path? If I add a value of 'primary_path' as a dummy value, the transaction is sent as the below, but doesn't match the schema they require. { "primary_path": { "windscreenRef": "10610710", "policyNumber": "HG721101", "fixType": "repair", "fixDate": "2020-07-20", "bookingInDate": "2020-07-20" } } With le

2154

4 years ago

AsterixSidekick

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

Excel format report for Service Inquiry

By default, if we click on Service Request Inquiry Print button , output is in PDF format.Is it possible to get both the option as output on print click, as Excel as well as PDF as out of box feature of FSM application?Please advise.

1021

4 years ago

PinmayaKSidekick (Partner)

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

FSM-T Table Editor

How we can use T-table editor in FSM. Whats the use of it in general?any document for this.There is no help document for this also please guide.

3573

4 years ago

TatAbhinkDo Gooder (Partner)

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

Reporting Exception

While trying to print a report in FSM Application I am getting this error as belowFileNotFoundException: Report file REQUESTS.rdlc not found. Check CLIENT_REPORTS_PATH setting.

1831

4 years ago

PinmayaKSidekick (Partner)

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

FSM-Date Format

Can anybody please tell me how i can change date format by changing app param. Like i want Y-M-D(Year-Month-Date) format.

5181

4 years ago

ShivamShukla321Sidekick

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

Easy way to customize IFS FSM theme as per Customer branding?

Easy way to customize IFS FSM theme as per Customer branding? Appart of the exixsint thems we want to have out own theme for customer.

12135

4 years ago

tatRojalDDo Gooder (Partner)

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

Retrieve data from JSON response

Hi, We are getting a set of result from a API call in JSON response. How can I get the value and map with FSM field? Currently I am using subtring function to achieve.But when the tag repeats, it creates a problem. Any quick help regarding this.

4161

4 years ago

AsterixSidekick

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

FSM - set read only access for Warranty fields - Info required

If I want to provide read only access to “in_warrany” field to the request_unit table for the role “TECH”, is it possible to control from role-->function ? Or the only way to create different page from UI designer with in-warranty read-only access for the role “TECH” ? Please advise.

1351

4 years ago

AsterixSidekick

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

Info required on FSM screen customization & SWAP Function for component repair

What is the name of the form/page, that comes after clicking the "new" button in 'product lookup' page. Is it possible to add any field validation there through UI designer ? How the swap function works in FSM ? what are the mandetory parameters to complete a component swap ? Not able to do the final shipment with the issue "Parent unit cannot be marked for shipment when component repairs are in-process."

2743

4 years ago

jbernardoHero (Partner)

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

Total Cost in Purchase Order - FSM 5.7

There is a total cost on the Purchase order but it doesnt total anything. I would assume it should total the sum of the unit cost and that could be done with an expression like sum(purchase_detail.unit_cost) tried it and it doesnt work. Any ideas?

1273

4 years ago

PinmayaKSidekick (Partner)

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

FSM Mobile SMS Notification Response

We are sending notification message to the technician through mobility solution in FSM 6 Can we get any response from the technician that the notification message have been sent successfully to the technician? Means can we(smart client) get response from that gateway which is responsible for sending the message to the technician?

1691

4 years ago

kaustavDo Gooder

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

Client Script -FSM

Hi, Using client script I want to hide a sub tab button. Suppose if you open Request screen, under that we have a sub tab named attachment. So I want to hide the attachment’s New button using client script. So I am using this function “ SetControlVisibility(‘request_attachment’,’add’,False); “ But it’s not working in smart client. Can anyone suggest me where am I wrong or how we can hide this using client script. Thanks, Kaustav

5162

4 years ago

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

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