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

In FSM,  when I add an email address with an apostrophe to the email field of a distribution list the box has a red border signifying it is an invalid email address. How can I include an email address that includes an apostrophe?Eg, Sarah,O’Brien@gmail,com  

We are on FSM 6U4 and had already configured SSO authentication - using ADFS - for the FSM Client (fat client) and it’s working as expecting. Next we would like to configure FSM Mobile to use SSO. Is this possible and if yes, what do I need to do to make this happen ? Is there any technical documentation beside the OIDC Implementation that discuss this topic in details. Thank you. 

Hi All,I need a real time sync of a New table which contains multiple info for same task_id as below.TASK_ID,  SERVICE_NO, ENTITY,  STATUS 123, A1, Audit login, Success 123, A1, Modem install, Success123,A1, Working Status,  Fail 143, B1, Audit login, Fail143,B2, Modem install,  Success 143, B2, Woking Status, Fail FindingHow can we sync this in real time to the mobile whenever there's a update in FSM DB.

I am interested to know the plans for FSM in terms of inventory management.  I was on a call with Steven Jeffs-Watts and Sarah Nicastro this morning and was excited to hear about the direction FSM is moving with IFS Cloud.  in my opinion one of the areas FSM is a bit weak is related to its ability to move inventory easily and effectively from a warehouse place whether it be a building or a van on to a task and then if not used move back to potentially a different warehouse.  It is even harder if that material is drop shipped to the customer. I’d like to see a request treated like a temporary stocking location where PO can be issued for material directly to the request with any tech on any task able to indicate that is was actually used or was not used and easily moved to their stocking place (their van). Any comments on how inventory might be handled in the future? 

Hi,We have a Report which can be filtered according to the Task Statuses. After configuring a Notification Message to trigger the Report everyday via email. We are looking to use Parameters as belowRequirement   :  task_Status in (‘ASSIGNED’,’READ’) We tried Config  the below option but it didnt work                  task_Status=ASSIGNED,READ                  task_status=’ASSIGNED’,’READ’                  task_status=”ASSIGNED”,”READ” To overcome the challenge, we adjusted the Report query & could achieve our requirement Before : WHERE (t.task_status ##TaskStatus $$TaskStatus or :TaskStatus is NULL)WHERE (t.task_status ##TaskStatus $$TaskStatus or :TaskStatus is NULL)After : WHERE (t.task_status ##TaskStatus $$TaskStatus or :TaskStatus is NULL or ($$TaskStatus = 'ASSIGNED,READ' AND t.task_status in ('ASSIGN

Hello All, We try to recover data from FSM6 using ODATA API REST in order to put the data into our Warehouse.Given the volume we need to do this on an incremental bases every night. We have a problem when trying to recover more than 10000 lines having erreur messages. When we use the “SKIP” function to split the API calls up we are limited to a maxium of 1000 lines.Have you encountered this problem and how have you treated data recovery from FSM ? Best regardsJan Dirk  

trying to add an attachment via OData in a test environment with FSM6u6. I have encoded the binary file with base64 but I cannot seem to upload the fileURL - http://fsmURL//odata/attachmentparameter - {   "attachment@odata.mediaEditLink":"encoded the binary file with base64",   "attachment_name":"testtwo.jpg",   "file_type":"image/jpeg"}refer the attach image for the output.is it possible to attach encoded the binary file with base64 in FSM using the above mentioned API? 

Hi,For a part, if I want to define different prices that are used after for quotes done on the field :Standard price Customer price , DiscountWhat I need to do in FSM ?  On the part transaction, I can define one price for the part, but for specific prices by customer :What transaction could I use to set prices ?  What transaction could I use to set discount ?Do i have to define business rule to apply the customer price instead the standard price ?Then all these prices should be available/displayed in FSM mobile for the technician.Thanks and Regards

Hi,In Output Colums, i would like to round a decimal parameter. Is there any function to do this?Examples: user_def_num1= 12.2 → result of function(user_def_num1)=12user_def_num1= 12.5 → result of function(user_def_num1)=13user_def_num1= 12.7 → result of function(user_def_num1)=13… Globally, is there any list of function we can use? Thanks Renaud

Hi guniuses,I have few customer-related questions. It’s all about the FSM attachment file extensions. Q1 - What are the restricted file types which are not allowed to attach in FSM?Q2 - What are the allowed file types that can attach to FSM?Q3- How to blacklist file extensions in FSM?Thanks in advance,Kushan

The FSM web client shows by default 10 records at a time.How can we change this default number, either per screen or globally?

HI,In a request, when I click on a new specific action button, I need to :Send an email + attachment to the customer contact defined on the request. Receive an email answer + attachement from the customer contact with the email address used to send it the first emailI need to have the email answer linked to request as attachment in order to track and trace all exchanges.I assume that from a request, send/receive an email + attachment is possible, butCould you expain : what settings is needed  to do that ?: ​​- How to set a specific email address to send / receive email - What settings to save the answer email as attachment on the request ?Thanks for your helpRegardsanthony thobie 

When I try to add an attachment to a Request with any file extension OTHER THAN.zip, .7z, .pdf, .jpg, .png, I get the following error: I have tried .txt, .docx, .xlsx and I always get the above error. I check the attachment_blacklist in App Param and these extensions were not listed.

In FSM Application, how to check the fsm license expiry date? 

Hi Experts,What is the proper process for adding an index to a baseline FSM table?  For example, we may need to add an index on the User_def2 field on the table, ATTACHMENT.  What is the process?   Do we add the index ourselves with the knowledge that any FSM updates/upgrades in the future would most likely remove this index?  Or do we submit a ticket to CS to have them add the index?Thanks in Advance !

When trying to login to the FSM Smart Client using SSO, the customer receives a message "Only the owner of a flow can change it." Why would this message appear when using Single Sign On? 

In FSM Dashboard/Lobby we have the option to add filter’s based on the Lookup Source in Data Tab in Dashboard configure Page.However can we have multiple filter criteria’s which are dependent on each other. Example: First Filter Criteria is CountrySecond Filter Criteria is StateBased on The country selected, we would like the state values to be autofiltered and show the states associated to only the selected country. Requirement would be, on the lobby the manager should have option to see the entire Countries details and then he selects the state from filter (dynamically changing values based on country selection) and gets the results based on the state. Is that possible inside FSM Application and what would be the best way to handle this?

Hi Experts,Following is a simplified example to describe the issue at hand.When and inbound integration is done, if one of the fields has an ‘&’ character, the integration fails. The solution to this as I see it, is to transform the message as following, Hence, the question that I have is, is this a change that we can do from the FSM end when we receive the message? (transform & to &) or is it the case that the sender (third party system) has to make the change in the payload?Background: I’m trying to make a GET request from FSM to an external endpoint, and use an inbound map to capture the data in the response. B

Hi FSM Experts,One of our customers are getting the below error where unformatted date-time stamps and completion codes are truncated in the iOS app. This makes the completion code unreadable. It does not happen for them in Android. Attached below is a side by side comparison between the two.Could anyone provide an insight on how to overcome this issue?   Thanks,Minindu

Just a basic question as i begin on FSM, how do we setup a a non inventory part.? I have tried some setups but i think i do not setup correctly non inventory part as i can do receive. Thanks,Best Regards,Abdelmajid

Hi experts,I’m trying to understand how the attachments are stored in an FSM cloud installation. There are two parts to my question.1.  This is a trivial one. Where is an attachment stored?Upon reading the documentation, I understand that it’s either stored in the database or the network file storage. In the environment I’m working with (an FSM cloud installation) I see the following setup, When I make a query for the attachments So, are the above documents (ex: 34,35,36) stored in the database itself or in a network storage? 2.  How do I get access to the network storage location?Just to give some context, I’m

Good dayI am having the following issue.I have teams setup in FSM with team members and scheduling resources, all connected to certain datasets. I have created corresponding datasets in PSO, and after setup is complete everything works as it should (team members/resources added in FSM displays immediately in PSO, tasks get scheduled correctly according to commit rules etc.).The problem I have is that after tasks are scheduled, making changes to the rota or resource planner, it will move all tasks around. For instance, if the scheduling period for the rota is 1May to 1June, and any changes are made, PSO will move my committed tasks to the end of the rota period. Committed tasks will now be scheduled and committed for 1June, and allocated tasks will stay on the current day, but can’t become committed when tasks are completed, as committed tasks are now on the wrong day.What can I do to fix this?Regards,Hannes

Good dayI am having the following issue.I have teams setup in FSM with team members and scheduling resources, all connected to certain datasets. I have created corresponding datasets in PSO, and after setup is complete everything works as it should (team members/resources added in FSM displays immediately in PSO, tasks get scheduled correctly according to commit rules etc.).My problem is, everything works perfectly for a while, before the connection between datasets in PSO and FSM fails. Updating any data in FSM does not pull through to PSO.I have tested this by creating new testing datasets, scheduling app params (exports) etc. and connecting all necessary data to them, but they still fail after a while. Deleting everything and recreating all data will have it working again, until it fails again.What could be causing this failure? Could it be due to a system upgrade? If it is caused by upgrades, is there a way to preserve the connections so I don’

how can we derive the eta of a task and store it in eta field of task  for a fsm system using pso and mobile for technicians.

Hello,I’m trying to get a client script to run on the request screen once the data has been loaded. (FSM 6.5 Smart Client).  I have a simple script with just alert(‘Test’);.  I’ve linked it to different screen events but it never seems to run.  I noticed that all the other baseline scripts linked to the screen are for the web client.  Is it possible to do this with the smart client?Just in case there’s a better way to accomplish my goal, here is what I’m trying to do…I have a YorN check box on the task screen linked to TASK.USER_DEF1.  I also have a checkbox on the request screen which I want to be checked if any of that request’s tasks have it’s box checked..Thanks!