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

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.

Hi :-)We have users on mobile app, mobile web portal, web client and smart client.Is there any way to track which application their login originated from? 

Hi, I understand that the old certificate that is used to sign FSM Mobile iOS apps is expiring on November 12th.When will the new certificate be available on November 12th? What time, exactly?Thank you. 

Hello, I have added a custom screen with custom fields in the FSM Mobile portal but the values are populating as negative for the “Asbuilt id” but it is working fine in backoffice.I am facing the same for all the id’s for the custom screens created.Hope to get a quick answer on this.Please find the screenshot for the same. Best Regards,Deepak Kumar

Relating to: We are using the report set button on Smart Client task screen to create a field service and timesheet report directly from that screen. This is working on Smart Client but not on Web Client.It looks like that the report params, defined in the report admin menu, are not passed on, when using the report set button on web client. Therefore the report can't be created successfully.My first assumption is that this needs to be handled via client scripts for Web Client.My second assumptions is that the report set button is then not supported for Web Client as client scripts can't be assigned to the report set button. Therefore it needs to be replaced by specific buttons for each report.Are my assumptions correct? Will the report set button be supported in a higher version in baseline without using configured client scripts?

In FSM 6.13 PSO Work Bench does not load while accessing through FSM Web Client Any Inputs ? Regards,Srikant 

How to get all the users (Persons) login activity in FSM? (Ex. Log in time, log out time, changes made by the person...)

Hi team ,  Can anyone tell me ,how can we write the input condition to compare the datetime field with current date and time in Business rule .example : If the expiration date is on or before today date then business rule needs to fire .I tried giving the input condition with less than and now() function ,but its not working. ThanksMuthujayashree R 

what are the settings to be configured for the fsm person to login to PSO Application by clicking FSM schedule workbench?I have selected the person as - PSO System user and i have assigned the default WFM ADMIN Role. But still the person is not able to login to pso application when i click the Schedule Workbench from the FSM Web Client.?In case i need to create a new role what are the mandatory role settings need to be configured to access the PSO Application through FSM Schedule Workbench?  

Hi everyone, Is it possible to control visibility of the tooltips in PSO based on activity types?Thanks in advance, Joana Machado

We are using FSM 6.3 and need to be able to populate invoices generated via SSRS with company specific data (eg Bank Acc No, Sort Code, Address, VAT no etc..) based on the customer who is being invoiced.    We have created 3 place records in FSM for the companies (eg DMC-001, DMC-002, DMC-003) These place records hold some of the company specific information (Address, website, phone no etc.. ).    My questions are:   how do I link the company specific place record with the customer place record? How could I store the bank details for the company specific place record? I have added some attributes to the place record (eg “Bank Name”, “Bank Sort Code”, “Bank Account No” and added the information to these attributes - but is this the best way to do it or is there a better way? Any help would be greatly appreciated!  

We have a table in UI designer but we do not have screen for that UI designer table in the Menu. How can we use that table to get a screen on the Menu ?

For the element design we want to have 2 different color for index one color and for list different color . Is this possible in the element designer ?