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

Hi,In the sandbox IFS cloud environment, I would like to create a New Request (Service Management)I selected a customer and fulfilled some data and then when I clicked on Finish , I have the message Site 101 not allowed  for the user.Could you explain where to allow site for user in IFS cloud / Service Management.Thanks and Regards 

Hi, We have noticed that when sending a COMPLETE DSE broadcast back to FSM from PSO, the dse_allocation table only contains the details for the latest visit of an activity. For example we have a split activity which is split into 7 visits, only the allocation data for the 7th visit is stored in the dse_allocation table. We have checked the incoming broadcast XML from PSO and it contains the allocation records for all the visits so the issue is definitely in FSM. We are using FSM 6 UPD 14.We noticed a fix in UPD13 (G2279817) which might be related ?@Aaron.Sleight are you able to help with this at all please?  Thanks,Tom

Hi all,Is there a way to control the ordering of the layers in the schedule board? Our calendar exceptions are often obscured by the standard shift, making scheduling errors very likely. The ordering now changes from time to time, from load to load, and from scroll position to scroll position.How can this be controlled / configured? We're currently working on version 6, update 12The standard shift (grey) overlapping and obscuring the calendar exception (orange)  

Hi community,  We were trying to use the REST API to create/update person records, but are having some difficulties in the updating. According to the documentation of Odata/docs (swagger), to create a person you need to do a Post and in order to update the record you need to do a PATCH and pass the person_id in the url. However when we try to update using the guidelines provided in the documentation we receive an error - “Bad Request - Error in query syntax”. Has anyone ever got this error? Or does anyone know if we are missing something? We have used the same logic for updating a person_cal_except with success. Thank you for the help.Kind Regards, Joana Machado

FSM: Is there any possibility to exist integration_log_detail record without a relation with integration_log record?One of the customers has millions of integration_log_details records without connection with  integration_log records.Can we remove all those records from integration_log_detail table?Best Regards-Kelum

Hello, Question regarding App Param: FREEZE_REQUEST_STATUS on FSM [6u13] Our goal is to “lock” or “freeze” a request when it has reached a status of ‘complete’ , ‘CO’ so that no one can edit details of the request. We have set our [code table] to include the correct codeI believe we have set the App param correctly Currently I can open a “completed” request on the UI, and change values on the request table (like request.payment_id) and save changes Is there an additional step I need to take to “Lock” the records?

Hi,I was trying to setup FSM Mobile via FSM installer for version upd13, however I am getting the below error ultimately. What could possibly cause this error. EXCEPTION in UpgradeMobileMetadata run.  Message: Value was either too large or too small for an Int32.Thank you,Kasun

Hi,I have to get the access token from External system to FSM.I have tried in two ways but it didn’t worked as expected. can someone guide me on thisFirst Way:Step 1:Message Routing Rule: with handler OAuth2ExtractHandler and connector: JsonOutboundConnector with following detailsMessage Routing RuleStep 2:Xml Maps I temporarily use Request table as Primary Tablewithout mappingsXML MapStep 3:While testing, I got below error. Same i tried with Post man and got access token. but in FSM its not working and not returning any access token instead it throws error “Bad Request”Integration Run LogSecond Way:Step 1:Message Routing Rule: with handler HTTPExtractHandler and connector: JsonOutboundConnector with following detailsRouting RuleStep 2:Xml Maps I temporarily use Request table as Primary Tableand build the request body with all the parameters need for access token mappingsXML MapStep 3:While testing, I got below error.  in FSM its not working and not returning any access token instead i

Hi,  On our ongoing solution/project we are using datasets to control the access within PSO, but with FSM6.13 there is a new table (PSO_OBJECTGROUP_ACTIVITY/RESOURCE) which integrates with PSO and should be used for this specific requirement.We are planing to group all datasets we have (>30) into one single dataset. My problem is that we have a lot of teams and the EXPORT_TASK_TEAMS Sched App Param is limited to 2000char!How can we configure the system to sync all task/resource to this new dataset??...I already tried with ‘*’, ‘%’, ‘ALL’, ‘’,  but none of these values worked.  Best regards,

Hi Community,we would like to use the Service Contract for PM.Is there any other customer who would share a good report layout for service quotations or service contract confirmation for Apps 10?Thank you for your feedback!Regards Martina

Dear community.I am having a strange issue with FSM Mobile Client Activation with an on premise installation. The activation works fine for the production server, however for the test server activation URL is reported as invalid.I have open the URL in the browser, and can see the environment status as “Available”.I have compared the web.configs of both installation and they are identical except the endpoints. Endpoints are valid. Both FSM Servers are up and running. I have tried approaching the mobile servers via REST calls and found out that for the PROD environment both GET return results:/messages/ping/activation/authinfo But for the TEST enviornment /message/ping - works fine/activation/authinfo - no response/timeout! I have tried reinstalling the mobile service multiple times without any affect. What is casing this behavior? Best RegardsAndrei Venglinsky  

We have a Business Rule that sends a command to the monitor to generate a PROJECT_EVENT at a specified time.  If, the specified time is later changed however, we want the orignal request to be updated with the new time, or cancelled and the new request and time sent to the monitor.  Instead what we are seeing is an EVENT created at the original time, and another EVENT created at the NEW time. How can we achieve this? BR XML:<perform_send_to_monitor>  <parameters>    <action_time_value>@user_def_dttm2</action_time_value>    <monitor_action>      <update_project_event>        <project_event>          <project_id>@project_id</project_id>          <event_type>EXPIRED</event_type>          <insert />        </project_event>      </update_project_event>    </monitor_action>  </parameters></perform_send_to_monitor>

Our Service Desk logs many different types of Request. At the time of logging, these Req_Types also have Req_Group selected against the Req_Type.  How can I restrict what Req_Groups are availabe to select in accordance to the parent Req_Type?Eg.If Req_Type = Fault, the applicable Req_Groups could be “A, B C”.If Req_Type = HSE, the applicable Req_Groups could be “D, E, F”etc. I tried assigning the Req_Group a Parent of Req_Type and then against the relevant Req_Groups added the parent value of “Fault”, but that didn’t work. Could someone please provide a little guidance if this can be achieved. Additionally,I would like to limit the options of Task Status depending upon the Task_Template selected. Is that possible?.

Hi, Is it possible to change the datetime format for the AdHoc reports extracted from FSM?The image below shows the result, but it’s easy to work with this formats at excel Best regrds,

Hello ! I work on IFS Aurena and IEE. I was wondering when you generate a maintenance plan with a calendar base PM Action, the WO will be generated on the due date automatically (by a background job), or the user have to generate by the screen Calendar Generation each week for example? If so, could we program a Calendar Generation automatically ? Thank you !  

Think I know the answer to this but just want to make sure!The new Attachment API List Screen has a heading of “Attachments” is there any way of changing this? I can’t use a message translation because I have two attachment list screens and need different headers.

Hi,Our customer is  in Azure and FSM is  installed as a service. They are in the process of adding additional 400 techs to the system.They tried initializing a group of 15-20 users in TST and only 20% were successful.  The balance had a “NULL NULL display” or cancelled the initialization after ~25mins. They currently have 3 service instances in their test and prod environments. Will increasing the instance count help ? If we are to increase the instance count, is there any guidelines how many instances should be there for a given total user count? 

Hi,Historically we have had FSM and PSO and all data initialised into PSO each day for scheduling.FSM has always been the master for the data in terms of Rosters, Shifts, Resources, Calendar Exceptions etc.Our Resource Planning Team work 100% in FSM. This does give us some restrictions. I started to look at ARP in PSO (early 2020) and could see straight-away this would give us some massive benefits to how we operate and manage resources. Unfortunately some pandemic came along and objectives / priorities were changed. However this is something I want to revisit. I am therefore asking the community if any customers have made the jump from FSM nightly 'INITs' to ARP for managing resources?If so is there anything that can be shared in terms of steps to setting up ARP.Things like migrating current work calendar's and rosters reducing set-up time for cutover.How to manage updates in ARP i.e. calendar exceptions, shift data, and feed that back into FSM. We have our dispatch teams working sole

Hi Guys, We have noticed that in FSM 6U4 - PSO 6.5.0.29 if call center agent is booking a same-day service work order during the FSM-PSO initialization process (in our case is scheduled nightly @ 3:31 AM) - let’s say the booking is happening at around 3:34 AM - the activity will show up in PSO correctly for a short period of time, but it will be wiped out by the LOAD file FSM is shipping to PSO after the initialization process gets completed (in our case this is happening at around 3:40 - 3:50 AM). The issue we are facing is that the service work order (reques/task) looks good in FSM, but PSO has not information about it - meaning - missing customer appointment. Have any of you experience this kind of scenario, and if yes, how did you mitigated? Thanks  

Hi,  We have to setup milestones for a task and those milestone should be reflected on scheduleboard once it`s reach to a milestoneCan it be possible to create generic milestones and those should be reflected on scheduleboard as well.

Good Day,I am tryin to add text on the update rule based on the hierarchy_select . What I am trying to add is static text before the xpath_node on line 34 . Any suggestions on how I could accomplish it.Thank You. <perform_batch><sequential_dependent><hierarchy_select result_name="creditstatus"> <primary_table>place</primary_table> <attrs> <attr>request.place_id</attr> <attr>place.credit_status</attr> </attrs> <from> <table>request</table> <table>place</table> </from> <where> <data_constraint> <constraint> <left_operand>request.request_id</left_operand> <operator>eq</operator> <right_operand>@request_id</right_operand> </constraint> </data_constraint> <join_constraint> <constraint> <left_operand>request.place_id</left_operand>

Hello,I am hoping someone can help me with this. We leverage contacts for CRM and Quotations. We continue to notice that there is not a standard phone formating for contact phone number. We can you (XXX)XXX-XXXX, XXX-XXX-XXXX, or XXXXXXXXXX. Is there a way to set a default formating so that when users enter the phone number it appears consistently within IFS? Thanks!Carrie Tietjen

Will there be a performance impact if a validation XML is used without max rows? Let’s say the hierarchy select in the validation XML generates thousands of records. Will it be beneficial to limit it to just one (or the first) row?In SQL, it’s typical to use a top X statement to minimize any performance impact.  

Dear Experts,Can anyone please suggest how to hide/restrict drop down values in child level.I need to hide it in tab level., tried with the set control visibility client script its working for header level but tab level it is not working. Thanks and Regards,Pinmaya

Is there a way to disable to ability of end user to chane the PSO SWB Update Frequency to what ever they want? We are running PSO 6.5.0.29. The goal is to force everybody use 1 min UpdateFrequency. I’ve seen planner using 10 sec, 20 sec, 30 sec, etc without understanding that PSO is been configure to advance time only once a minute.   I tried changing  UpdateFrequency parameter from 30 sec default value to 1 min but this only sets the defaul value for a new user. I also check the permission section of PSO - no result.Thanks.