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

If I want to provide read only access to “in_warrany” field to the request_unit table for the role “TECH”, is it possible to control from role-->function ? Or the only way to create different page from UI designer with in-warranty read-only access for the role “TECH” ? Please advise.

What is the name of the form/page, that comes after clicking the "new" button in 'product lookup' page. Is it possible to add any field validation there through UI designer ? How the swap function works in FSM ? what are the mandetory parameters to complete a component swap ? Not able to do the final shipment with the issue "Parent unit cannot be marked for shipment when component repairs are in-process."

There is a total cost on the Purchase order but it doesnt total anything. I would assume it should total the sum of the unit cost and that could be done with an expression like sum(purchase_detail.unit_cost) tried it and it doesnt work. Any ideas?

We are sending notification message to the technician through mobility solution in FSM 6 Can we get any response from the technician that the notification message have been sent successfully to the technician? Means can we(smart client) get response from that gateway which is responsible for sending the message to the technician?

In FSM integration, I can see that there are XML Maps, CSV Maps and Fixed Position Flat File Maps. Jason is one of the most famous file format type and I cannot see the data connector for it also. What should I needs to do to support Json file format in integration

Hi, Using client script I want to hide a sub tab button. Suppose if you open Request screen, under that we have a sub tab named attachment. So I want to hide the attachment’s New button using client script. So I am using this function “ SetControlVisibility(‘request_attachment’,’add’,False); “ But it’s not working in smart client. Can anyone suggest me where am I wrong or how we can hide this using client script. Thanks, Kaustav

Hi Everybody, As mentioned in the release note of FSM 6.5 Task Status Flow is now available on the smart client as well. How can I disable that to make it available only in the mobile? Like it was before. Regards, Clement Guirard

Hi Everybody, Do you think it is possible to get the current user person_id and set this value into a data constraint (FSM 6.4 Customer portal)? I’ve tried different values like current_user, user_id, person.person_id instead of portal_places. Thanks for your help!

How do you set up the mobile platform to show pricing based on part pricing rules? we want our users to be able to see what special discount a customer gets while on site instead of having to reach out to the office to check

Hi can anyone tell me , for real time sync it is necessary to initialize the device because before i initialize the data is not reflected in mobile but after the internalization i get the value. i have taken the person table. person table is a real time syn , where any changes in the person will /should update automatically . but i am not getting the changes real time.

Can anyone please tell me how i can call one screen from another screen.Means i want to call request screen from person screen with some triggering point on the request screen.I am trying to achieve this by writing input XML business rule but its not working. Is there any other way to achieve it,like client script or workflow or any other business process?

the green notification on mobile - how can you determine what shows up here?

I have Added a extension table to the place table. then added the new fields to the place screen. but when i go an update the one of the fields i am getting this error “Column '' does not belong to table imax_place_extension.” Can anyone suggest where this error is coming from. If i try to post the update message in the XML Poster i get the same message. <perform_batch> <sequential_dependent> <update_place regex_validated="true"> <place> <update> <original_place> <place_id>20759</place_id> </original_place> </update> <place_id>20759</place_id> <e_ref1>1000</e_ref1> </place> </update_place> </sequential_dependent></perform_batch> <perform_batch_result> <update_place_result> <result type="Exception"> <error> <system_error> <severity>ERROR</severity> <message>Column '' does not belong to table imax_place_extension.</message> </system_error> </error> </result> </update_place_result></perform_batch_result> if i update another field on the extension table i am not getting the error <perform_

We are currently changing user password from the PORTAL via the API ENDPOINT using: <update_person> <person> <person_id>****</person_id> <password>*******</password> <insert_update /> </person> <authentication> <session_info> <token_id>xxxxxxxxxxxxxxxxxxx</token_id> <session_id>xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx</session_id> </session_info> </authentication> </update_person> This is working fine - means it is changing the password - but is bypassing especially the system check if the password was reused: PASSWORD_REUSE_LOCK_DAYS 365 From "PERSON" screen - this check is done and works fine. Via the API endpoint we are unable to trigger the same checks as done from the screen. Testing with FSM 6.5 and 6.1. Any idea how to ensure the password is checked as from log-in in Smartclient? Thanks!

Hi , can anyone tell me how to update the record in mobile .when we create a new screen we are giving the primary table and selecting the fields for the screen but when we enter the data the data is not stored , it just disappears what is the step that i am missing .

How to Extract columns using the extract screen under admin menu and how to store or send the extracted column values?

When i click on the print button on request screen then it is redirecting to my browser but i want that report to be generated and shown within the FSM. What is the app param i need to disable can somebody recommend.

Does anyone know how regular expressions work with FSM? As in, how do you specify the (input)value that needs to be validated and how do you specify the ‘Output format’? There are some examples which sort of make sense, but it is to little to fully understand it.

Can anyone please suggest me how i can to database migration from my SQL server FSM 5.7 Database to FSM 6 Database or any other external database. Regarding database migration any sample will be very helpful.

We have the below XML being triggered from a business rule, after commit insert or update on the TASK table. This XML creates a new address (using a custom view) and updates the address_id of the task. We sometimes see that, if there are 2 TASK’s created almost at the same time (with just 1 second delay or less than 1 second delay) then both the task’s are updated with the same address id. The below expression that is updating the address_id returns the same address_id in both cases. <address_id xpath_node="//update_address_result[@result_name='update_tmfb_address']/address/address_id" /> However we see in the database that 2 new address_id are created but the both the task’s are updated with only 1 of them. So basically when we have 2 similar tasks created at the same time then this business rule executes 2 times and the expression “//update_address_result[@result_name='update_tmfb_address']/address/address_id" doesn’t return unique result. The task ‘s are updated with the same addres

Is it possible to show/hide fields (setControlVisibility) or set some fields as required/not required (setControlRequired) on the FSM Smart Client Screen using Client Script? I want to set some fields as not required based on the task_type on the TASK screen, so that I do not get the validation error when saving. If task_type = A set user_def1 as required else if task_type = B set user_def1 as not required

Hello In FSM 5.7 mobile, when attaching photos, you can only take the photo and save within FSM but not to your camera roll. This is an issue as there have been many instances of the file getting corrupted and unable to retrieve it since it only exists in the attachment database. Is there a way to allow the app to save these photos to the camera roll as well? I know users can upload there own photos but you have to navigate through android root menus and that is not user friendly

Hi, Can anyone suggest how to create model window screen(like about screen ) in FSM.

When generating the tasks from a contract using PM Contract Manager i get an error in the run log the error states “There is no row at position -1.” i re-created the contract and the results are the same. any idea what this is referring to?

Can anyone please tell me how i can do some admin level changes in Web client portal.i want to do some customization that should affect on the web client. Do I need to do some code level .dll customization for that as there is limited option to do the changes from the smart client back end which reflects on the Web client.