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

I am trying to make an outbound post request from FSM to an external api using OAuth2.There is an endpoint to call in order to retrieve the token, and then we can use the token to make calls on other resources.I tinkered around this with Postman where I can get this to work with two calls (one for the token and then the resource).Once I have a token(via postman) I can use that token and make the resource related calls from FSM as well. But How do I setup FSM so that I can get the token and call the resource in one go?I attempted using a process to retrieve a token before the call, but to no avail. Any help would be greatly appreciated

Hello all.  I know this forum has not seen much use so I am not sure who, if anyone will see this, but I am interested to know if any of you track ro could easily find you ration of support staff to direct techs in your service organizations.  We are running at 16-17% which I am counting as mnagers, schedulers and internal call center support staff divides by the total service employment.  the balance being actual van driving , wrench turning techs.  I have no idea if this is good or a bit management heavy.  I realize this will differ by industry.  Just curious what other are experiencing.

Hi,  We have configured several AdHoc Reports and change the App Parameter ADHOC_ROW_LIMIT to 1M, nevertheless when we extract it, the number of rows is limited to 10K.We already tried to change the App Parameter MAX_ROWS to more than 10K, but there is a core validation which does not allow. Is it possible to extract more than 10K of rows at AdHoc Reports?  Best regards,João Oliveira

Hi,I have a requirement for passing data from one table to another table by clicking on button. Example: In service table there are multiple row records where user_def1 is equal to 1. Once I create request I need to pass that request id to service table where user_def1 is equal to 1.I am not able to use setDBvalue since this requirement is for web client.Please suggest feasible way to do this requirement. Regards,Ramya 

We have a requirement to add access group in roster screen which is a baseline screen .Please suggest how to add the same.

Hi all,Can I know what governs the work status of a resource in the FSM Schedule Board. I have observed this work status can be either ‘Off Shift’ or ‘On Shift’. But as shown in the screenshot below, it shows ‘Off Shift’ even though the resource has a shift at the current time.  I am curious whether this is a product bug or if this ‘Work Status’ means something else.Thanks in advance,Dulshan.

Hi Is there a way of limiting the records that I pulled back for the overdue commitment screen. This is normally accessible from the link at the bottom of the home screen. It is just that we have noticed that there has cancelled jobs in the listI’m guessing that there is a where clause script somewhere. Quite urgent as the client is chasing this thanks David

Hi, Looking for some advice.A few months ago we implemented workflows for raising Complaints / Rectifications.I got some assistance on it below. As much as this has been a success in that it’s a quicker process for the call handlers, we’re seeing issues allocating the correct reasons to the CSR. In the FSM screen we’re using Global Code Hierarchy so if I choose ‘Warranty Rectification’ I get the code related to that Category listed.  Unfortunately I have yet been able to replicate this in the workflow. So regardless of what Category of feedback I select, I am getting all the options available on the next stage. Is it possible to inherit Global Code Hierarchy into the Workflows? I have been able to simply add in a combobox and link to a global code table without issue. But I am wanting to go to the next stage and only show the user the options based on the first value selected. For example in this screen shot from the workflow, I wouldn’t expect to see anything in ‘Delay In Service’ be

Hi,In PSO6.5 how to migrate to newer HTM version without reconfiguring the application?In PSO6.5 we are unable to see the menu connections in the Administration Workspace.(Administration--->Connections) which is available in the PSO6.7.Need your support

In PSO , Configuring number of  datasets will decrease the performance of the application?One of our customer when configuring the application with the requirement we found the number of dataset is reaching to 1000 dataset.  Will it impact the performance of the application?Also tell me the best approach to configure from the two optionsIncreasing the number of dataset and decreasing the number of activities in the dataset. Decreasing the number of dataset and increasing the number of activities in the dataset.Thanks in advance for your support

Is it possible to Get Weather condition in PSO MAP as it will help ful for planners to plan future jobs (i.e) Tower climbing activities. it should be same like outlook. 

Hi Is there a way of PSO stop grabbing tasks after they are Committed on the mobile? I’ve had situations with Sedgwick when a job which was scheduled for the following day then gets changed to Do Not Schedule I think I need to change the Task_Status data ( see attachment ) but I’m not sure what all the schedule options represents like Ignore, Commited etc. Also where is this normally found in FSM thanks in advance 

Hi, How can I modify the login screen logo with the a client image .Any Suggestions   Thanks,Srikant

Hi,Can anyone explain how to create screen like purchase requisition search screen. I tried to create it by giving type as search screen in UI but it is read only, I can not perform any operations like multiple select how it is in requisition search screen. sample document will be helpful. Regards,Ramya  

Hi,When logging requests we would like to only see the customer’s whose places to select from instead of listing our invoice, suppliers places etc. Is there a way to restrict the view of this? I have tried a constraint into the UI design screen for the Request screen and PLACE ID look up navigation but with no luck. 

After creating a new project in the project screen, I added a request and the tasks related to particular request were automatically added in the project screen. While deleting a task from the project screen it deletes whole task from the database instead of only deleting the link. But while deleting a request from project screen only the link between request and project screen were deleted. But the deleted request remained in the database. I recreated this issue in both FSM6GSE SQL and MC-ANDRTST-FSM6 environments. Is this the normal behavior or an error?

Projects in FSM:When a previously selected / added request should be removed again from an existing project the functionality is working fine:Navigate to "Requests" in a dedicated project Select / Multi-select the requests Click "Delete" Confirm that 'req_proj_link' record should be deletedThis means that only the connection between request and project is deleted and the request itself is not deleted from FSM entirely.The same functionality should be available on the "Tasks" tab. But the situation right now is that with deleting a task from the project, the task is deleted entirely from FSM.The required functionality would be the same as on the request tab, that only the link between task and project is deleted. Finding:Currently there is no table for tasks like ‘Task_Proj_link’ as it is for ‘req_proj_link’.Question:Is it correct that we have to create a new table like ‘Task_Proj_link’ to make this work for tasks as it works for requests? Or is there another / better way of handling th

If the METRIX account password has expired in FSM. Will this have an impact on the other mobile users' logins as well?

FSM6u8It is required to send GPS location updates from the task assigned person's mobile to the backoffice.GPS related app params are set as belowGPS_LOCATION_COMPARISON_TOLERANCE : 20GPS_LOCATION_COMPARISON_TOLERANCE_UOM : FeetGPS_LOCATION_INTERVAL_MIN : 2GPS_LOCATION_INTERVAL_WORK_STATUS : IN MEETING,ON SHIFT,OFF BREAK,OFF SHIFT,ON BREAKTRACK_GPS_CHANGES : PLACE,ADDRESS,PRODUCT,PERSON,TASKThe task geocodes are not updating every 2 minutes. However it records the geocodes when the task status is updated.On the mobile device the following is configured for the FSM application:location services is enabled location services is set to “Always” for the FSM applicationAm I missing any configurations or are there any known issues with this functionality?

i create this custom field in aurena  and i try to add a where clause “Filter” for this field But Doesnt work, i dont know if  i miss or skip a Step, please help ​​​Regards.

Hi,I have a requirement to select a request contact from the place contact look up, on saving of request. I am trying to achieve this by using following input xml in BR.This is working fine in Smart Client, but not on Web client.Issues  on Webclient -Contact_sequence is not  required field.(though I am passing required = y in xml). Not able to see Magnifier Glass to open Place Contact Lookup. Can anybody help me on this, what am I missing here? or is there any other way to achieve same functionality on Web client?Requirement is - user should not able to save request without selecting request_contact on Web client. ​​​​​​​<update_request_contact>  <request_contact>    <insert is_initialized="false" />    <request_id>@user_input[id=request_id, table_name=request_contact, column_name=request_id, control_type=TextBox, read_only=Y,required=Y, default_value=@request_id]</request_id>    <contact_sequence>     @user_input[id=contact_sequence,     table_name=

Hi,Can anyone help me how to create popup screen similar to screen which is in contact screen which will populate when we click on create person button.  Regards,Ramya 

Hi.Has anyone integrated FSM with What3words or in the process of doing so?Any feedback greatly appreciated as this is something I am keen to progressRegards 

I have a product table and Product extension table. i am trying to create a value BR to update the extension table based on Product table field change. My Primary table for BR is Product but i am getting “Data member specified by USER_DEF26 cannot be found.” error. can any one advise how to create a value BR for extension table

Hi,  There is a  business rule set up to update a field in one table after an insert in another table ( see attached ) but it does not always seem to work. It is currently set to After Commit InsertIs there a way of finding out why it fails or have an additional catch up logic? Is there a way of getting the XML with all the business logic rules in thanks in advance