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

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 ?

How can we reach into a specific request/ task by clicking  in the overview screen of the lobby ?  

Can it be possible to show only one lobby dashboard to user in lobby over view screen ?Current scenario is there are lots of  baseline and configured lobbies but we want to show them only 2 lobbies in the overview screen of lobbywe cannot assign lobby into person or role screen as it is initial screen and will open only one dashboard lobby.We want to have overview screen of lobby or can create any other screen so that only relevant lobby can be shown to user.

Hi,I have a problem when posting the following command in XML Poster (to read column mi_xml in  i_xml_to_m5 table to perform inbound integration) ,   an error telling that object “i_xml “ is unknown. <perform_process_itable>  <parameters>    <table_name>i_xml_to_m5</table_name>    <mi_sequence>123</mi_sequence>  </parameters></perform_process_itable> Result : <perform_process_itable_result>  <result type="Exception">    <error>      <application_error>        <severity>ERROR</severity>        <message>Objet métier « i_xml » non reconnu. Contactez votre administrateur système pour obtenir de l'aide.</message>      </application_error>    </error>  </result></perform_process_itable_result> Could you help ? Thanks,Best Regards,Abdelmajid

Hi, One technician is unable to connect to the mobile application on his device with this error message :”Meaning : “Connection failure” in title.Network error.ServiceServiceMethod not allowed. Mobile app was reset, installed on another device, but does not work anymore for this user. Yet, he’s able to access to the application using chrome on his laptop. What can cause this error ? NB : this is on a production app….. BRLaurence

Hi,a basic question about FSM inboud integration using middle table i_xml_to_m5In the documentation, i understood that the field mi_sequence will be generated automatically, so i don’t  need to put it in the insert SQL statement but i meet an error message indicating that this field doesn’t allow NULL..Below SQL Statement and the error.. Could you help ?Is it a bug or do we need to put the mi_sequence field in the insert statement ? Thanks,Best Regards,Abdelmajid INSERT INTO  i_xml_to_m5 (mi_xml,status, mi_reference) values ('<perform_inbound_integration><parameters><mapping_name>REQUEST_INT_TO_FSM</mapping_name><xml_import><request><place_id>S08133</place_id>  <currency>USD</currency><status>OP</status><request_text><text>This is text</text><text_line_code>MISC</text_line_code></request_text>  </request></xml_import></parameters></perform_inbound_integration

Can anyone please help me understand or point me to the documentation on when the ‘Inspection Note’ can be edited in the Work Task general screen? Our users are struggling with this after the upgrade to Apps10. thanks

Dears  how can add signature field and display in any of FSM screeen? thanks 

How do i get a script to fire on FSM6 form fields and the field has been updated? I have tried ‘AfterValueChanged’ and ‘TextChanged’ but neither fire the script when the value is updated. ‘LostFocus’ fires, but i dont want to use that as it fires when the lookup appears. Thanks in advance

Hi Experts,If I trigger an outbound integration based on a task status change, is there a way for me to send the logged in user (user_id or email of the user who changed the task status) as a field of the outbound message? 

Hi, Specifically for contract lines I want the COVERAGE_START_DT to default to today, not the contracts start date. I’ve tried setting up the default in the custom metadata to ‘now()’ or ‘today()’, but this just errors on the UI…..probably the same on the UI designer itself?I can’t find a relevant BR or App Param, so I guess the answer would be a client script, (it’s for the web client.)Any better answer?Thanks 

Hi,I have a problem when i try to export an XML to o_xml_from_m5  table,  with  “Test Integration map”  button using the basic map XML attachedI use the basic message routing rule attached that writes in the table o_xml_from_m5 of FSMI have below error message in integration log.Failed to write to outbound table: Cannot insert the value NULL into column 'mi_sequence', table 'sogefsmtstdb.dbo.o_xml_from_m5'; column does not allow nulls. INSERT fails.The statement has been terminated.Can you help, thanks,Abdelmajid

Usually we select tables like this:<hierarchy_select>  <attrs>    <attr>person.person_id</attr>  </attrs>  <primary_table>person</primary_table>  <from>    <table>person</table>  </from></hierarchy_select>But I want to select a view in the same manner<hierarchy_select>  <attrs>    <attr>subcon_team_tasks_grid_christine.person_id</attr>  </attrs>  <primary_table>subcon_team_tasks_grid_christine</primary_table>  <from>    <table>subcon_team_tasks_grid_christine</table>  </from></hierarchy_select> However this gives error:<metrix_response>  <result type="Exception">    <error>      <system_error>        <severity>ERROR</severity>        <message>Unrecognized business object 'subcon_team_tasks_grid_christine'. Contact your system administrator for assistance.</message>      </system_error>    &l

Hello, Noob question.I have recently installed FSM6u13. The installation was succesfull, but now I have no idea what pwd to use for the ADMIN person.I can open the login screen of the client but I don’t know what password to use: Furthermore I could see in the person table that the pwd for Admin is expired: Any ideas how I could login to the newly installed FSM environment? Unfortunately this is not covered in the installation guide.