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

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

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

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)

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

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

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.

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

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

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?

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.

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

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

Hi, We have a requirement from our client to add some validations during the workflow (for example “Did you report all parts used? Yes/No”) . On the mobile app is it possible to show a pop up window and jump to a specific screen based on the answer? Thank you, João Oliveira

Hi, We’re currently going through the process of updating our FSM 5.7 environments from Patch 5 to Patch 11. One thing I have noticed is that the password field on person screen now appears NULL even though the masked value is in the database. This is Live 5.7u5 This is UAT 5.7u11 Is this by design? We have a few web based processes now looking up the password field via a hierarchy select to allow that process to act as an post data as the user. Unfortunately when doing the person select even though the password attribute is in the select its not being returned in the response. I have been through the release notes and cannot see anything related to this. I can see new functions being added to the Admin Role (EDITPERSONANY and EDITROLEANY) that’s pretty much all in the notes. Any assistance would be appreciated. Regards Ady

Hi. Our technicians often start work from home and therefore to adhere to our data privacy obligations I would like to mask the GPS address data for a few minutes after accepting a mobile service job. Is this possible through Geofencing and if so how would this be setup in FSM? If not, what other solutions exist without switching off GPS Regards Keith

To increase FSM application performance can i increase the Maximum worker process of the application pool value to 2 instead of default value 1 in the IIS settings. Because am facing the maximum cpu utilization issue in the server always by the FSM worker process.

We are getting the following error frequently in the smart client application after entering the login credentials. Error: Server has not responded in the past minutes. Kindly may i know the reason for the above error.

Hi Guys, Can anyone please provide me the client report development work user manual for FSM tool. Regards, Saras

Microsoft Report Viewer is not installed in the FSM. What is happening here, when I m clicking the report in FSM smart client, a new chrome window is opening and it is redirecting to SSRS report server and the report is displaying in report viewer of SSRS. But the same thing is not happening with FSM web client.

Has anyone gotten this error? Any insight?

Hi, Can anyone please explain why will we use physical and organizational service groups in FSM what is the purpose of these groups. I know how creating groups and applying in person, place records please explain where these groups reflect. Thanks Ramya

Hi, About the training path for FSM Developer, we have training for : Mobile development, Integration, but do we have trainings for technical administrator ? FSM6 can be installed on saas or on premise, if you make a on premise installation you can have some tasks for installing the software. In the training path for partners do we have some courses/documentation about all this required tasks ? Could you explain how partners could be upskill and expand capabilities on this area of installation ? Thanks & Regards

Hi all, in FSM 6.5 Has anyone figured out how to create Import Maps for (Global/Metrix) Code Table controlled fields, where the user can import the description vs. the code_value? We are facing constant issues with users either not understanding that Code Values are needed, or simply not having access to the specific Code Values. We’ve previously compensated by creating Excel Import map templates, with dropdowns, but keeping those up-to-date with all the global code table values & descriptions is a large effort. Appreciate allfeedback -Rudy

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?

I am looking to create a value business rule that populates a day that is 30 days after the created_dttm in FSM. i looked at the cheatsheet but was unable to figure out what expression is required. I tried to do DATEADD but that didn’t work. New to using expressions so any help is appreciated thanks!