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

I have completed all FSM Essentials and PSO. I wanna do practical with FSM contents; Means I wanna know how we create a request, task, billing, invoicing and more.I wanna a platform at which we can practical of all required topics that is covered in FSM and PSO. 

Hi All,Is there any document available for external data source ?FYI trying to connect SQL server external database .ThanksVenkat

If in the part Master we check the checkbox “part to Product” as yes, my assumption has always been that it will directly convert to a product when the part is added as a part usage.For some reason it doesnt seem to be work in my environment.Is there anything else which need to be setup (business rule or change in metadata or change in part master) to get this working?Current in 6.13 version.

HI All,           We have setup surveys for Differenet Customers in FSM for Task Completions both in Mobile and Client(Web and Smart),however we want to have Surveys specific to customers,So we have used the access Group field on the survey table hoping it would restrict those surveys only for task with the same access Group but it is not working.Are we wrong to think that Survey access could be controlled using the access group field.If anybody knows of a seperate way please let us know ThanksManish 

Hello Team,My question is on MPM, How we can use the MPM for the mobile solution , like how we can consume the data of the MPM for the mobile . Please let me know about from the server side as well as from mobile sideHow it's look like through the code.Please guide on this and provide solution through the code for the better understanding .       

Hi,When create a custom debrief screen in mobility, a "+" button is automatically added to insert a new record in the table linked to that screen.However, customer has some of their workflow screens, which are based on views. So, when the technician uses that button (accidentally),  that causes an error, and the current task cannot be synchronized until the technician removes the error message.Anyone knows, how to disable the button during or after the creation of workflow screen.

Hi Team, One of our customers has below question & I would like your help on it, What values on FSM Resource (threesixty_resource) will send an update to PSO?  For example, we want to increase all resources travel time and out of region multiplier but updating these values and reinitializing PSO we do not see an update.  Are there ANY fields on this table that FSM will send to PSO?   Doing these mass updates in PSO is problematic and it is easier to import an update in FSM vs one record at a time. Thanks in Advance,Bhanuka.

Hello Community,I have a data source designer script that returns an error when pressing preview button.System.Collections.Generic.List`1[System.Collections.Generic.Dictionary`2[System.String,System.Object]]Script isvar numberOverdueTasks21 = getDBValues('C_FSM_TASKS_OVERDUE_21_DAYS_SQL');return numberOverdueTasks21;SQL Script isSELECT TASK_ID, PERSON_ID, STATUS, PLAN_START_DTTM FROM TASKWHERE PLAN_START_DTTM > GETDATE() - 21AND STATUS NOT IN ('CO', 'CA', 'CL');Any ideas?Cheers!

Are any of the IFS FSM components (mainly the IFS FSM android application) impacted by the log4j vulnerability CVE-2021-44228? https://cve.mitre.org/cgi-bin/cvename.cgi?name=CVE-2021-44228

Is it possible to have multiple users in using 1 mobile device? If it is possible how to set it up?  Since when the app is starting up, the user-id-field cannot be changed.If it’s not possible, do you know why it’s not possible to have multiple users? Thanks in advance for your enlightenment....and Happy Holidays and Happy New Year 2022! ~Juni

We are getting the below warning messages in the Events tab for PSO‘Warning GWY Timeout waiting for appointment broadcast’Need to investigate reason behind the above warning message Any suggestion

Hi Team, We need to do an important POC where the knowledge of MPM comes into picture. Can you please provide technical details or documentation on  how to create and trigger custom MPM. We need to trigger custom MPM from FSM Mobile. While searching in the community so far I have learnt that MPMs are defined by a combination of metadata and C#.Net code and can be implemented in any .Net language compiled assembly. So, basically I need Visual Studio. They are like Remote Procedure calls.   Request you to please provide documentation or code example at least on how we can create MPM in .Net. One simple example will also be helpful. Thanks in advance.   

Hi experts,One of our customers has the following question:They would like to know if there is a way to limit what devices the FSM mobile app can be downloaded to.For example, is it possible to limit the app to only be downloaded to iPads and prevent them from downloading to their iPhone?They would also like to know how to get this done if it is possible at all.Thanks in advance,Dulshan.

Hi All,  I’m having a problem with my quotes screen in the Web Client. I get the below error when I open the screen. Refreshing cache, closing and reopening etc. does not resolve. Error message in Web Client after opening Quotes tab This is occurring since I created an extension table for quote following the steps in the below article.  Strangely, the custom quote screen works perfectly with the new fields in the Smart Client, but it will not open at all on the Web Client. I’ve checked the metadata and database, and I cannot see duplicate key values. I even named the key columns in my extension table differently to the ones in the main quote table to be sure.  Undoing all the new metadata, deleting the extension table and reverting to the default quote screen still continues to generate this error in the web client, which is even more puzzling. I’m not sure what else to do. I would appreciate some advice if anyone knows what the problem might be and how to fix it?  FSM6 U5

Can we install HTM Scandinavian version 4 (or latest) in PSO 6.1?Can we install HTM Scandinavian version 4 (or latest) in PSO 6.4? Moreover, we would like to know if there is any restriction of versions compatibility in between PSO and HTM or we can just simple install any version of PSO with any version of HTM? Please let me know how it works.

Description:When uploading files in FSM the files are automatically added to the Azure Blob Storage. But when pressing delete in FSM, only the link in FSM is deleted, the file is not deleted in the Azure Blob Storage.For us  (Electrolux FSM implementation project) this is a big issue since we need to remove certain files after usage. In this case it's customer signatures fetched in the FSM Mobile that must be deleted after the customer invoice is sent.Why is the Blob not deleted when deleting in FSM? Please note we are not using any customization, we are using the out of the box solution.We seek advise on the above please.

Hi Everyone,I need some help looking into an issue I’m running into. Basically the times that are in the ARP (Skill availabilities) are not matching the times in the scheduling DB when looking at the resource.ARP Resources shows the following: **After a RAM Update** Scheduling » Resources » Resource shows The Skill Availabilities are being passed to PSO via integration, and the date im passing is in UTC time, no offset.Its important to note that some availability patterns show the correct time, such as just a regular day availabilityAny help I can get is much appreciated.Thank you

Hello, When I add a lookup to a parameter in a lobby, the web client displays both the code and description.  It’s fine in Smart Client. Any idea why it’s happening in the web client?

Hi Team, We have upgraded FSM DB to 6.9 from 6.5 on the Oracle DB server (system: XX) and trying to upgrade FSM App client and mobile on the App server (system: YY) using this DB server name but the DB connection doesnt get established.When DB connection is tested during Application server installation it always ends up in error ORA-12154: TNS:could not resolve the connect identifier specified   DB upgrade was successful on Db server (system name: XX) Present Status of the Upgrade:FSM Database:prodfsm dbuserVersion: FSM6.9.7746 17-3-2021 10:31:27FSM Client: FSMVersion: 6.5.7417.14159 Please advise how to fix this connection issue. Regards,Jithesh 

Hi.we experienced that ADMIN role can be overridden by other role which is Exaample:person 007 has roles ADMIN and DISPATCHER.Role DISPATCHER has setup like this: Having that setup for DISPATCHER role, the ADMIN role is overridden.  Person 007 cannot modify any other person anymore. Does anybody know whether it is a correct behavior that ADMIN role can be overridden by other role which has Admin menu as READ-ONLY?Can you explain why it is setup like that? Look forward to your feedback.~Juni

Hi Experts,Is there any document available regarding the functions which are not supported for FSM web client ?Following community thread explains some of the functions  Best Regards,Atheeq

I would like information about the data model, APIs, processes and capabilities.Any information would help.

How do you specify a time for a PM WO to be generated?  All are occurring at 12:00AM.  I would like some to occur at a different time, such as 6:00PM. Thank you for your help

Hi,I have a notification email that’s being sent out when a part need is created for certain parts.  I would like the person who created the part need to be CC’ed on this email.The notification message is triggered by a request event and the person I’d like included on the email is the request event creator.  I’m not sure how to use request_event.created_by in the distribution list.Another problem is I’ve been trying to create substitution maps to get the persons emails address with different methods. For some reason the ones I create don’t show up in the “Wild card member” drop down on the distribution list screen. I don’t see any differences it my substitution maps and the ones that do show up in the drop down.Currently I can use request.event.created_by or I’ve also stuffed the part_need.sequence into the request_event.user_def2 to have a link back to the part need where I could use part_need.created_byAny suggestions appreciated.

I am new to configuring Surveys so this may be a simple question.I want a Survey to execute when the status is ‘onsite’.In which Business Rule or screen do I enter the logic to ‘Execute Survey x when the Task Status is onsite’ ?