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

I am trying to create a substitution map to send an email to the owner of a project (PERSON_ID_OWNER).  The Notification however, gets fired from the context of TASK_EVENT.  However, it does not resolve the email address.  I have attached the setup of the subsitution map for reference.  Is this becuase i am not allowed to go from TASK_EVENT to PERSON as TASK_EVENT is not a ‘Tab’ on the Project screen?

Request Screen - new request Place Lookup Select New - Create new place save Return to request - new place id is displayed ISSUE = Place name is not displayed.How can I populate the name on return. Thanks.

We are using the IFS FSM6 Application for our Field Service Operation in different Business Cases such as Telecom, Retail etc..It is almost an year since we Deployed and Go-Live FSM Application in LATAM Region (Brazil, Argentina, Chile, Colombia). Since then we are getting this as continuous feedback from our End-Customer to support Forgot Password option on Web Client Screen.Please suggest When IFS is planning to bring this Option for End-User to reset their Password.

Hello, I need your help with something. I learned how to add custom fields to aurena screens. But I have a different problem.I did not understand the logic of the "For Persistent Reference Custom Attributes" part in the document below. When should we use this option? Is there a different document for "For Persistent Reference Custom Attributes"? https://docs.ifs.com/techdocs/Foundation1/045_administration_aurena/220_Configuration/200_client_configurations/150_attribute_configurations/default.htm   

we will have refrigentant bottles on stores and that's enforce us to have warehouses per some stores at the system. Because of that, technicians should have feasibility to consume refrigerant from these store warehouses. Could you please check feasibility to consume material in mobile application from different warehouse than default? Test system mobile user: 00000902381 password: Astea@@2021  warehouse to check 01-PROZON, 01-PROZ-LI.

Hi,Using Metadata we can add more Table in the Archive FSM Engine, also explained in the following post as well. My question is, at the same time it will not create the Database table. For example I added PRODUCT to the Archive engine using custom metadata but it will not create the A_PRODUCT table nor such table exist by default.How we define the Archiving table here and connect to archive engine or is there a simple way of doing this? Thank You,Kasun

Hello Experts,I'm using the postman to get the response for USAGE via RESTful gateway endpoint. but the response come with a ‘DocumentElement tag’ is there any possibility to remove this tag and what is the purpose of this tag? Could i get more information about the USAGE endpoint other than what we have in the interface guide?Thanks & Best Regards,Vinu

In FSM Mobile 6.4, when you add a new screen, you choose a workflow. It will only appear in this workflow and not be available in other workflows. If you choose no workflow, it's visible nowhere.We have several Debrief workflows, depending on the task_type at hand. How can we add a screen and use it in multiple workflows, to improve maintainability?

Hi everyone,  Our client would like to define the working area of the resource in polygons. From our understand, in PSO, polygons are only used in regards of the Travel Profiles.  Does anyone know if PSO can handle this requirement? Thanks in advance, Joana Machado

Hi everyone,  We have a client with a FSM-PSO solution, and one of the requirements is to manage crews that are created and planned by them. We are aware that in FSM, more specifically in the task record, it is possible to use the field “Crew Size” to identify how many elements are needed to close the task. Does anyone know how to handle these requirements within FSM-PSO? We understand that there some limitations regarding integrations between FSM-PSO and we would like to know if anyone has some tips to handle this requirement following IFS best practices.  Thanks in advance, Joana Machado

HI,We have an issue related to a customer environment that it gives the below error for a particular user when login to the FSM Smart Client. They installed FSM from their Software Centre. FSM is installed to users pc:However, user does not still have access to FSM environment, therefore FSM will display following error message:NOTE: <<customer» is using SSO as well. User does not have still access to log in FSMThe user even cant close the pop-up window by clicking the « Close » button.They have to kill the task from the « Task Manager ». To close the this error.This issue is only in the Smart Client and not for the Web Client and that user can login to web client without any error.What are the differences of the SSO login mechanisms of FSM Smart Client and Web Client?Can anyone help?Best Regards-Kelum

It would be nice to have a search panel available for the product_structure screen to search for certain products, models etc.

I am seeking answers to belowWhat is the source of the translations in the PSO software(especially French Canadian)? Is there any additional software used?  Any additional info on PSO 6.8 language translations that can share with the customer.Thank you and Best regards,Darshana

Hi All,I have to compare the distance  between task geocode(lat,long) and place(lat,long). Based on the distance( let’s say 300mtr) I need to enable one user_def field. Can anyone help me on this. Is there any out of box feature available? Can anyone help me on this? Thanks & RegardsRajat

Good dayPlease see the above pictures for the resource duplication. During team setup, the team member’s Resource ID was changed. The user was not deleted in either FSM or PSO when the Resource ID was changed. Now the user shows up in PSO with both the old and the new Resource ID. Tasks does not get scheduled to the old Resource ID, but they both show in the Resource planner and the PSO Schedule board. Is there a way to prevent this duplication, or will it be a manual process of removing the old resource from the Team in FSM, as well as removing the old resource from PSO and the resource planner?  

In the UI Designer, how can i make a field default to the value of another field. i.e. on the Project Screen i want field PERSON_ID_OWNER to default to CREATED_BY, i have putting the field path in the default value field but it just prints the path and not the value? its important that it populates as soon as they hit the ‘New’ button so that they onlty need to change it if it needs to be a different value

If multiple concurrent users are accessing a lobby and the data is set to refresh automatically, will FSM run the SQL query once (at predefined data refresh interval) and send the data over to users or run the query separately for each user who has the lobby open?  

Hi Community, Is it possible to have the same functionality that is in Task List on a custom screen for a custom table?We tried to check on the mobile and we didn’t found the way to set it up.  Thank you,Best Regards,Andreia Leitão 

   There are two issues that we need to get guidance from R&D. Issue that need R&D input. Work Calendar Issue : The Work Calendar don’t have access_group and due to which Dispatcher Role is affected : They should only be able to see the Calendars which belong to their access_groupCluster : they should be able to see all the calendars in multiple access groups Access Group Issue on Place in Request ScreenA Dispatcher is able to Type in a Place record which belongs to a different access group. This is a major issue since the lookup filters out the access group but why the FSM is fetching the details of Place which doesn’t belong to the current access group.   Dispatcher current access group : 00301008Place in the above screenshot was typed in and its access group is 0000101 Dispatcher has two Roles :   Both are incrementalOnly LC_ZELHEM_ACESS_DATA has access group   00301008 CONTRACTS : Same issue Any product can be typed in. The lookup are fine but typed in products are not vali

Hi All, Our customer is using the APPS10 - Repair WO assistant to generate repair WO’s. However we are running into an error message and we’re not sure why it happens. The error statement is: “Work Tasks cannot be created for Objects in Object Level SITE’. Unfortunately I dont have a clue which object is referred to.The Serial Object we are using is ‘10005601-4010’. This object itself has no level. It is attached to Functional Object M507 which is on Object Level ‘SYSTEM’, which is already 3 levels below ‘SITE’ as you can see from the attached printscreens. And the Object ‘TOOL’ is defined as level ‘BUILDING’ which is also 1 below ‘SITE’. Does anybody have any hints to this error? AM I overlooking something here? Best RegardsRoel     

How much control is there when deciding when real-time travel data from Tom Tom is used? On My IFS it says “The times from this cannot be used for scheduling because it is relatively slow.  However they can be used when work is committed in the schedule and therefore fixed. This improves the travel time estimated and also the accuracy of the following schedule.  “ Is there any way that this data can be used for scheduling? For example, can this data be used only for urgent tasks to get the most realistic travel time estimates that are used for scheduled and choosing the correct resource?

The online documentation indicates business rule operators:to days, to hours, to minutes, to secondsConvert to days, convert to hours, convert to minutes, convert to secondsBut there is no example as to how this is actually implemented.  to_minutes() does not work.I am trying to calculate the duration (time difference) between two dates in a business rule.Thanks in advanceBen 

Is there any documentation about how to use XML_MESSAGE, VALIDATION_XML_MESSAGE, VALID_IF_FOUND and ALTERNATE_XML_MESSAGE?I have written some simple rules using only XML_MESSAGE, but If I wanted to use the other fields how do they work. My First question would be Does the VALIDATION XML run before or after XML MESSAGE?When does the ALTERNATE XML run?How do I use VALID_IF_FOUND? I’m Working in FSM 6.5Thanks!

Hello,Is there a way to specify a default filename when printing client reports? (FSM 6.5)When we use the print button we see a preview of the PDF version of the report and the default file name will be something like: REQUESTS_SERV_67c439a7-e9fc-413d-8d4c-44879a55ff4e.pdfI’d like to change that name, or at least remove all the extra stuff so we get REQUESTS_SERV.pdf to match the rdlc file name.  Ideally we could append the request ID, or some other useful value. Is this possible? Thanks!

In the lobby when we create a list view and want to have list data according to user input Is this possible ? I am not able to give user input on the list view dashboard.