Skip to main content

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

This will include questions related to FSM and PSO.

  • 3,276 Topics
  • 8,682 Replies
3276 Topics
jbernardo
Hero (Partner)
jbernardoHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM 5.7 - Barcode Scanner

Has anyone integrated a form of barcode scanning within IFS platforms ?Particularly, we are looking to barcode our inventory and be able to scan that into our system to add as a part usage or part need for shippingAlso, adding it to the mobile platform so that the user can scan the part for it to be added to the task. i did find some limited documentation on using scan it and the account manager but not clear with these instructions how it all comes together https://docs.ifs.com/techdocs/Foundation1/040_administration/415_touch_apps/090_touch_apps/60_scan_it/default.htm

6726
Lee Pinchbeck
Ultimate Hero
A
Sidekick (Employee)
AbhinavcSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM Encryption for Data inside Database

Hi , Can somebody confirm if the data inside a particular table or particular column can be encrypted.this is from the security point.I have seen somewhere that Database table name and column name obfuscation is supported inside FSM. 

1844
A
Sidekick (Employee)
D
Do Gooder (Employee)
dadolkDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM ODATA REST API - ATTACHMENTS

Hi, Does anybody know how to upload attachments from client machine to FSM using FSM ODATA REST APIs? Thanks,Dananjaya 

4154
D
Do Gooder (Employee)
PirtekKH
Do Gooder (Customer)
PirtekKHDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM Opportunities

Hi.When creating an Opportunity in FSM what is the function of the “Team” field? 

703
Lee Pinchbeck
Ultimate Hero
E
Do Gooder (Customer)
ERCESEGSILDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Error while creating Work order in FSM

We are getting below error while creating work order in FSM 6 version. 

1145
E
Do Gooder (Customer)
R
Sidekick
RamyaSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Adding user_def fields

Hi,Can anyone please suggest how we can create additional user def fields in FSM.Suppose I need extra user def fields in task or request table how can we add it in custom metadata without disturbing existing metadata.ThanksRamya

3347
F
Sidekick (Partner)
Danuja
Sidekick (Employee)
DanujaSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Sorting Mechanism of Task Note List - FSM Mobile client

Hi Experts, I need your help regarding the core functionality of the 'FSM Mobile' client’s 'Task Note List'. One of the customers (Ericsson) reported the following issue on the PROD environment. "The mobile app is showing task notes in what appears to be a random order instead of being chronologically ordered from newest to oldest. The screenshot attached illustrates this, with notes shown in the order - 1 hour ago, 4 hours ago, 2 hours ago, 2 hours ago"Initially, I carried out a small technical investigation to find out whether there are any configurations or client scripts related to the Task Note list sorting but couldn’t find any related changes as well. Could anyone please share inputs of how this sorting mechanism works in the FSM mobile core? Thank you in advance!Danuja.Attachment 

1864
A
Do Gooder (Employee)
Y
Do Gooder (Customer)
YonathaDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Integration MAP-XML

Hello Community,I am new to this world of FSM, I am configuring a function in Integration Function based on an SQL query, which I then want to configure in an Integration Map – XML, where in the processes tab I call the function and in the mapping I place the values that I want to take from the result of the function. However, performing the integration map test throws me an exception. 

4064
Y
Do Gooder (Customer)
ALFA
Do Gooder (Employee)
ALFADo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Best practices for Server Time zone usage in FSM with cloud server

Hi everyone,I am contacting you in order to know what are the best practices in the usage of the server time zone in FSM cloud. Basically we are doing a project for a french customer only working in french people with only french users → simple case : Everyone is configured in CET (UTC+1 or +2 depending on the season).However we realized that our IFS server in cloud is by default in  UTC which means that in integration related topics we need to make some change to get the right date in inbound and outbound + adapt hours retrieved on specific reports etc… Which is additional work.Question n°1 : what is the best practice ? Should we change the cloud server time zone from UTC to CET ? Is this even possible ?We also realized that the hour fields entered in code tables (ex : TIME_BLOCK) or the work calendar exceptions are entered in server time zone ( in this case UTC) and not user time zone which leads to offset between the configuration done  and what is displayed to user’s view in schedu

5731
R
Hero (Employee)
Dhanushki Pahathkumbure
Hero (Employee)
Dhanushki PahathkumbureHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
sorting mechanism of FSM mobile, task note slist

Need some assistance regarding the core functionality of 'FSM Mobile' client’s 'Task Note List'. One of the customers (Ericsson) reported the following issue on the PROD environment. "The mobile app is showing task notes in what appears to be a random order instead of being chronologically ordered from newest to oldest.  It shows , with notes shown in the order - 1 hour ago, 4 hours ago, 2 hours ago, 2 hours ago"There were no configs or client scripts found that could relate in customer solution and in core environment it's not replicable. Could anyone please share inputs of how this sorting mechanism works in the FSM mobile core? 

681
Lee Pinchbeck
Ultimate Hero
A
Sidekick (Customer)
AngeloPavSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Can a FSM Lobby tile display an Power BI dashboard?

We currently have an FSM tile in a lobby displaying a live Cognos report via a URL point to the report location in an element. I’d like to expand on that and have a much improved visualisation published through our IBM Power BI. I have tried displaying or linking to the Power BI by entering the URL to where PBI is available. Can this be done in a Lobby Element? I have tried but the element tile is just blank/white.

2122
A
Sidekick (Customer)
VivekNR
Sidekick (Partner)
VivekNRSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM V6 Update5 we are getting error while launching application

Hi All,   FSM V6 Update5 we are getting error while launching application. Kindly advise us to rectify the issue.   Regards, Vivek NR.

703
VivekNR
Sidekick (Partner)
K
Do Gooder
kaustavDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM - Binary data Inbound

Hello everyone, Can anybody tell me how we can inbound the binary data of the attachment using XML format In FSM.For Example/Scenario:In Attachment Screen we have “attachment” column where we store the Binary data.So, I just wanted to know how we can inbound the binary data from foreign system to FSM using SOAP XML.  Any suggestion or any sample will be very helpful. Thanks in advance,Kaustav 

731
Lee Pinchbeck
Ultimate Hero
F
Do Gooder (Partner)
FredericoMDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM Report Customization

Hi All, Is it possible to customize a report in a more beautiful “manner”, different then the Ad Hoc Reports or the standard UI that is used OOTB? Could this be done in a simple way ? Or potentially requires a project with .NET Framework and in this case is it possible to upload it to the FSM? Best Regards,Frederico Mendes

13888
C
Sidekick (Customer)
Ruchira Jayasinghe
Hero (Employee)
Ruchira JayasingheHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Data could not be updated to "Null" by CSV Inbound of FSM Connect

This customer has a requirement to update a string field with the value “NULL” via inbound integration (CSV Flat Integration).As an example, the requirement is to send a file like the below and get it applied to the database.When such a file is sent, the system identifies the word “NULL” as a keyword and sets the particular field empty without taking the string value NULL.Technically, the application identifies NULL as a keyword and applies the general behavior. At the same time, the customer’s required behavior can be gained from the application. The value “NULL” can be set to a field from the Smart Client.The application identifies NULL as a string and stores it in the database. The customer would like to know how the string “NULL” can be applied to the database via the integration as well. Appreciate it if you could share your thoughts on this.

1953
R
Hero (Employee)
D
Do Gooder (Employee)
dadolkDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM - Print Pick List and send to Printer

Hi, One of our customers is trying to pick inventory in FSM and send the pick list report automatically to Printer. Default printer is setup in APP Param and they are getting below error in Run Log. PrintReportManager.GetPrinterProperties: ManagementException Printer Status.  Exception Message - Not found Any idea is highly appreciated.  Thanks,Dananjaya

2482
D
Do Gooder (Employee)
A
Sidekick (Customer)
AngeloPavSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Can FSM Surveys be completed via the Customer Portal?

Hi there,We are considering how to improve capturing customer satisfaction and wondered if there was a way to make available a Survey via the FSM6u8 customer Portal?

972
M
Do Gooder (Employee)
Ann Degroat
Hero (Employee)
Ann DegroatHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Large number of FSM_AUTHENTICATION_METHODS errors in server log

Timestamp: 2021-02-23T13:59:06.9591712+00:00Message: OIDC123: FSM_AUTHENTICATION_METHODS indicates that Open ID connect is allowed but there is an error with the configured app param values. FSM user password authentication has been enabled. Please contact a system administrator to fix.Machine: RD0003FFF9404AApp Domain: /LM/W3SVC/1927199443/ROOT-1-132580526329305346ProcessId: 20488Process Name: w3wpThread Name: ServiceRequest_281"I've asked our Infrastructure team to verify, but this morning I asked if there was anything expired and they said no.  Our client secret expires on 12/31/2299, so pretty much indefinitely. I would have expected to continue to have errors and issues if the Azure AD setup had expired.  Prod has been setup since go live as FSM,OIDC for the App Param FSM_AUTHENTICATION_METHODS.Has any other customers seen these errors? 

1651
Ann Degroat
Hero (Employee)
J
Do Gooder (Partner)
JMouraDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
UI Designer - Lookup Display Description

Hello, I’m trying to add a Lookup field for a Global Code on FSM’s UI Designer, however I’m not able to present the description of this field, only the code is being displayed. Example of the code being displayed in the WebClient: If I change this field to a ComboBox, the description is displayed as expected. This is how I have the Lookup Navigation set up in the UI Designer: Am I missing something? Thanks in advance for the attention. Best regards,João Moura

4463
J
Do Gooder (Partner)
AdrianEgley
Hero (Customer)
AdrianEgleyHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM Connect - SOAP Header and Body

Hi I am looking to connect to a series of web services with parameters in a  <soap:Header> and  <soap:Body>.Everything I am posting is being generated in the  <soap:Body>. How do I configure my Integration Map  so certain Mappings go to the  <soap:Header> and others to the  <soap:Body>?Example, the credentials are in the <soap:Header>;<?xml version="1.0" encoding="utf-8"?><soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <SecureHeader xmlns="http://www.master-auto-glass.co.uk/pdaservice.asmx"> <Login>string</Login> <Password>string</Password> <UserID>short</UserID> </SecureHeader> </soap:Header> <soap:Body> <StockQuery xmlns="http://www.master-auto-glass.co.uk/pdaservice.asmx"> <stockItm> &lt

2501
R
Hero (Employee)
ALHAGMO
Hero (Customer)
ALHAGMOHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Does anyone use IFS FSM 6.6 integration with IFS Apps 10?

Hi community,we are struggeling with this integration and wondering, how many other customers are using FSM Connected with Apps 10?I would be great to have some exchange about this.One special topic is for example the usage of “place” in FSM and “site” in Apps 10.How do you organize service centers in Apps10? As site, as warehouse?Thank you for your input.Regards Martina

460
ALHAGMO
Hero (Customer)
D
Do Gooder (Employee)
didousDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Mobile items stuck in status waiting

One of our customers went live  in FSM 6 update5 February 1st and for the first 2 weeks teches did not have any issue. But starting from 3rd week, they started seeing some of their mobile  items were not sent to server and waiting in the wait and ready queue.  If they log off and log in again, some of the waiting items get moved, but the 2nd time it tries to Sync , it does not happen. users mobile log has  following error2/23/2021 4:35:09 PM|ERROR|GetMail|2|EXCEPTION: net_servererror, 400, Bad Request ...    at IFS.FSMW.Mobile!<BaseAddress>+0xbb4d20--- End of stack trace from previous location where exception was thrown ---   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()Looking at the  Azure IIS log we see several  messages that say<Data>A potentially dangerous Request.Path value was detected from the client (:). at System.Web.HttpRequest.ValidateInputIfRequiredByConfig() at System.Web.HttpApplication.PipelineStepManager.ValidateHelper(HttpContext contex

1973
Lee Pinchbeck
Ultimate Hero
ploutfi_GOGH
Hero (Partner)
ploutfi_GOGHHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Not able to view some OOTB reports in FSM 6.7

Hi,We’ve installed FSM 5.7 and 6.7 on the same server. We’ve noticed that the report viewer is used to display reports in the 5.7 version. In the 6.7 version, some of the reports are getting errors when we try to print them, and no reports are linked to the report viewer. Do you know how to setup the reports in 6.7 to use the FSM report viewer? Example when trying to print the standard OOTB (out of the box) “Pick List” report:We get no errors in the 5.7 versionBut in the version 6.7 it tries to open the “yourreporterserver” web page.The app params between 5.7 and 6.7 are the same.CLIENT_REPORTS_PATH = http://macroifs.macrointegrations.com/MacroFSM/ClientReports/CustomReports;http://macroifs.macrointegrations.com/MacroFSM/ClientReports/BaselineReportsENABLE_CLIENT_REPORTS = YREPORT_ROW_COUNT_THRESHOLD = 1000REPORT_SERVER_URI_CRYSTAL = http://YourCrystalReportServer/CrystalViewer.aspx?%2fcrystalReportsPath=path to crystal report file\REPORT_SERVER_URI_SSRS = http://YourReportServer/YourR

812
ploutfi_GOGH
Hero (Partner)
ALHAGMO
Hero (Customer)
ALHAGMOHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
How can I change password for IFSCONNECT user and get the encrypted password in Apps 10?

Hi,we are working on an integration with IFS FSM and IFS APPS10. We want to use user IFSCONNECT and need the password in our test environment as clear text and encrypted.First of all we don’t know the password and would like to reset it.On DB level we know how to manage.In version 8, there was an option in installer.cmd to change passwords for all system users, but in version 10 there is change password only for 2 system users available, ifsprint and ifssys.Who can help us with these 2 questions?Thank you for your feedback!Regards Martina 

4167
ALHAGMO
Hero (Customer)
K
Do Gooder (Employee)
Kerry SitlerDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM 6 Update 7 Mobile Refresh Scripts broken

Since the upgrade to u7 I have noted that performing a Refresh Scripts from mobile is corrupting the data that is in the scripts on mobile.  The best example I can describe it seems that the data coming to mobile has been converted to make it XML safe, meaning < > and & characters have been converted to < > and &.  This has only started happening since the upgrade to u7.  It seems like it is breaking all scripts in this manner and the only workaround is to completely initialized the device. When that is done the scripts are all stored in the mobile database correctly.  Is there a setting that needs to be configured to make sure these characters are re-converted when they are received on the mobile device?  I have opened an LCS case for this as it appears to be a significant issue, but I am hoping someone can add some insight here. 

450
K
Do Gooder (Employee)

Badges

Show all badges
Terms & ConditionsCookie settings