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

Hi Experts, One of our customer is requesting a datetime format change.Existing date time format - MM/DD/YYNew date time format - DD/MM/YYIs there a way to achieve this using configurations, without customization ? (Customer is using both Android and Windows mobile)Thanks,Hasara

A customer has already information about their infraestructure (pipelines, for example) and they would like to display that information in the map view in PSO.  Is there a way to do it?  If so, can PSO do something with that data or is only for visualization?

Hi Team,Can anyone please share the sample Template sheets for importing Activities & resources into WISE 

Hi Everybody,where can i find the IFS FSM installation Media , i have an ifs User partner . i want to install IFS FSM on premise and discover the solution features .Regards,Hazem

Hi Team, Can you please confirm the feasibility of creating Automatic Requests for the Refill of a Stock once the Quantity goes less than Min Qty. If yes, Can you please provide the possible option. NOTE : I could create a Purchase Order or Requisition using the “Refill to Tragets” option, but we are looking for a Request with Part Transfer Part Need.

Hi All,  Is it possible to change the color of the tasks that show up in the webclient? The baseline color for the enroute status is transparent and therefore it is difficult to know if there a job on the gantt or not. Confirmed status - Greenplanning - blackEnroute - transparent   thanks

Hi, How can i Enable Resource Attention Alert in PSO, so that i can get panic alert in gantt.  

Hello FSM Experts,When we have a custom table as a child table of Task, what is the best way to configure its sync rule?Is it adding a separate custom sync rule OR including the custom table in the existing sync rule of the Task table?Regards,Dulshan.

Can anyone please give me some insight on how the PM Request Generation works internally? We have a PM plan loaded, that has been running quite happily for 6 months.  We release  tasks gradually, 4 weeks at a time.  We last released them up until August 15th, but now, trying to release up to Septemeber 12th yields no Requests/tasks.  Yes, there are tasks ready to be released for this time period, and all the tasks were originaly loaded at the same time and are attached to the same PM_Sequence. What would cause them to suddenly not release? I have turned the logging levels up, but nothing really showing in there, no exceptions are recieved.  I can see a query being run on ‘contr_autogen_view’ that retrieves nothing.  There is also a query in the Log looking for errors (SELECT MESSAGE_ID, LOCALE_CODE, MESSAGE_TYPE, MESSAGE_TEXT from METRIX_MESSAGE_DEF_VIEW where MESSAGE_ID = 'InvalidXMLRequest' and MESSAGE_TYPE = 'ERROR' and LOCALE_CODE = 'EN-GB') but this does not return anything when i

Hi experts,BackgroundI am trying to make an authenticated call to an external resource from FSM. The authentication used is OAuth2 and the the data consumed and returned is in json. I initially attempted this using a routing rule with OAuth2ExtractHandler and JsonOutboundConnector, which is not working as the token extraction fails (I raised this here) . Now I’m trying a different approach.I make a dummy map to create a call to the authentication endpoint to retrieve the token. Then I store the token as a custom app param.  I use the above custom param (which bears the token) to send authorized calls to resources. ProblemI created the dummy map and routing rule as following, This successfully gets the authentication token as following, I created a custom app param and I’m trying to save the above retrieved token as the param value below  I tried the following approaches,1. XML message in the process As you can see I’ve used jsonpath to extract the access_token from the response, but th

When trying to activate an Android device via an Emulator, it is not downloading the database. We have observed in the SmartClient, that whilst trying to activate the device the “METRIX” user account keeps getting locked out. However, we can’t see any any reference in the Web.Config file (for FSM6u8) but, in out production which is currently on FSM5.7.2, we can clearly see the password in that file. Where is the password setup within FSM6u8? The Android Mobile FSM app seems to be trying to access it with the wrong password as we changed it from the default in our production environment. 

We are getting the below error message after logging into the FSM smart client application for specific user ?A109C cannot authenticate the request because the client session is invalid or expiredAny Inputs

Has anyone here developed iOS apps that support zoom function or larger text sizes? When I increase the text size on the FSM Mobile iOS app, then I cannot scroll down to the bottom text field (task_text.text). Any suggestions? Thanks!

Good day. i’m new to IFSi’m looking for a list of variables that are available programmatically.also known as substitution variables.Examples of variables i know work#USER_ID##DEFAULT_COMPANY# Any help will be greatly appreciated. 

In the Escalation Hierarchy we have the option of creating the escalation towards Supervisor / Manager in Person Record.And then start considering the positions mentioned in the hierarchy.I have added the Manager Sequence as well to make sure that escalation is created towards Manager first and only on Supervisors approval that escalation should be going towards any other person in hierarchy. However this is not happening and creating the escalation directly to the position, could you please confirm what setup is going wrong? Note: The escalation is not for approvals but process escalations.  

(FSM6u8)Looking for a way to generate Part Usage lines off the Part Needs generated from an ADVR/SO RMA line. Was expecting the “Allow Invoice” setting on the Return Process would generate the Usage, but it doesn’t.

Do anyone know if the Map view on FSM can be extended to show not just one day but e.g. a week

Hi Experts, In the FSM schedule board screen "Person Calendar Exception" lookup is showing the Exception Type. But does not show the Exception Type Description.It is not possible to adjust the screen 'Person Calendar Exception' as it is not available in the UI designer.Background is to change the visualization of the Exception type -> not only to display the code value but to show the description. As I have checked its showing "PERSONCALEXCEPTADD" screen but that screen is only showing exception ID. Attachment 01: scheduled board screen "Person Calendar Exception" lookup Attachment 02: UI Design of "PERSONCALEXCEPTADD"  So, my question is this the correct screen to do this change and is there a way that we can change this dropdown values to show description instead of code table value? ThanksMinindu

During Package Deployment in FSM will the changes be there once the corresponding package is deleted?In Package deployment process the package has changed to status = ‘APPLY COMPLETE”.  If i delete the package the corresponding component deployed in the package will get deleted or not?Need your support…. 

Hi,This question is specifically about menu icons in web client and it was raised by a customer who is upgrading from FSM 5.7 to 6.10.As you may have noticed, default menu icons for screen functions in web client are different from smart client.web clientsmart clientIs there a way to make them the same as smart client?When rolling out web client, the customer wants to retain the same look and feel they are familiar with for years.Thanks! - Nuwan

Hi All,Are surveys supported in the FSM Tech Portal (through web Client)? I know Surveys are supported in Web Client (auth: fsm // TASK screen), but I am struggling with the functionality through Tech Portal.  (auth: tech // TECHPORTALTASK screen) When we add the survey tab to the TECHPORTALTASK screen the survey answers show up perfectly fine..  However, when pressing the “Surveys” button, we get no results for available surveys.  (screenshot below) The interest part is.  When I manually swap screens from “TECHPORTALTASK” to “TASK”, using the same portal, same credentials, same task, it DOES work starting URL: https://<our domain>/WebClientPortals/tab/screen/TECHPORTALTASK/5363538a-7a11-4761-bbef-f316101112ff?task.task_id=1986112new URL: https://<our domain>/WebClientPortals/tab/screen/TASK/8f72a86b-c1a2-419a-b86e-eb8d7d97f6a8?task.task_id=1986112 screenshot: I have attached the XML Export of our “TECHPORTALTASK” screen. any advise is welcome -Rudy

What is the expected release date for FSM 6 update 12?

In FSM Mobile,is it possible to see in  Part Used / Miscellaneous part the Part with the checkbox Part_adjust_stock not flag. In the backend, when we are in the request, we can choose a part with part_adjust_stock to NO in a line and have this part installed as a product. How can we do the same action with FSM mobile ?Do I need to modify sync rules ?Thanks for your feedbackregards

Hi Guys,I am new to this FSM tool. Can you please tell me how to create new report for internal users. Nobody knows in my team about new report creation. I don’t want to create adhoc report. I want to create report like other standard report where I can use filters, company logos, functions, header, footers etc. Please tell me step by step. It would be also great if you can tell me if I need to set up before report development in FSM.I am currently using FSM, Release: 6  Regards,Saras 

We have a load balanced setup of the FSM, running on 3 servers. Whenever we do any changes (for example :- adding a new value to the Global codes or adding new rows to some custom tables), we do a refresh cache (Full). We have observed that when all the Mobile users initializes their devices, only some of them receives the new changes.  So they have to initialize multiple times to get the new updates. Questions : 1) I believe it is necessary to do a refresh cache (Full) on all the 3 servers? Does that mean that we download 3 client on 3 machine connecting to 3 different servers and then press Refresh cache individually? 2) Can the refresh cache be triggered through an XML so that we can use the Metrix integration service and post the XML to 3 different servers using SOAPUI or other tools? 3) Does the cache also holds the contents of tables as well? So when the server prepares the mobile sqllite DB does it always query the backend DB tables for data or it uses the cache?