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

How to access our own customer specific process training material from FSM ?I have copied our own customer specific training material content in the same path where the FSM Help documentation is available. But how to access those training material from FSM?How to provide the path for our Training Materials in FSM?Need your support on above queries

Can someone please explain the usage of Audit and Extract feature available in FSM with any available document and Real case scenarios.A quick response is appreciated.

Hi Community,While updating multiple records using insert SQL command to the tab level, We are not able to generate multiple sequence(design_id ) which is the primary key and getting below error.  Can anyone suggest what is the best way we can generate sequence for multiple records through SQL command.  Thanks,Ramya

Hi , Can a Mobile Technician Browse All the attachment from Mobile , which are already available in BackOffice(FSM Smart Client).Appreciate , If any inputs on this .Thanks MuthuJayashree R. 

Hi,We are looking for a way to give our customers access to user-specific URLS through the customer portal.  This could be for Project Plans, SmartSheets, Sharepoint sites, other file storage locations, reports, or other portals/incident systems. I’m aware that there are Link elements in the lobby, but since we can only associate 1 Lobby to the portal, which is used by many of our customers, all customers would see the same links.This could be solved through a data-source driven element, such as LIST elements, but they don’t support hyperlinks.         I’m very open for a Lobby solution, if one exists, to load custom hyperlinks unique to the person loggin in (or their portal access)  The workaround to not being able to use lobbies seems to be to build a custom workflow…   However; I’m running into a similar issues as with lobbies.I can get all the right data, including URLS, to display for the right people.

Hi All,Hoping at least one of you may have experienced these challenges in the past, and figured out how to overcome them :)  We’re trying to launch the new customer portal, but have the following challenges:  When launching the “REQUESTFLOW” process, which starts creating a new request, the “Place ID” always seems to default populate to whichever value is highest on the list of Access in the users profile ---  Is there a way for place_id to start blank/empty?   We’d are a B2B organization, where each Customer has access to hundreds of places, we want to force them to select the right one, without defaulting.  When loading any lookup, whether Placelookup or RequestTemplateLookup, or others, the default sort order seems to be on the key element. Can the sort order in a lookup popup be manipulated to any custom-sort, such as by place.name or request_template.name? Is there any

HiCan you please explain how GPS location updates are recorded on the mobile device (IOS) and sent to the backend and what should be configured to make this happen. We are currently using FSM6 SP5 and are experiencing very few GPS updates on the person records of the technicians. The mobile device is set to allow location tracking for the device and FSM however very few updates are written back to the FSM application 

Hi All,Confirm Dialog Box works on Smart Client, But Does it work on Mobile Client too? I am trying via the client scriprting but its not working at my end. Any Suggesstions?Thanks

HiHow can i create a business rule to run when a request is created between 5pm and 7am.Is there is an expression i can use?For example something like request.created_dttm <17:00 + <07:00Thanks

Can anyone suggest how to capture Response in FSM from a external system/foreign system while doing outbound integration.In short i am trying to send outbound data  from FSM to ERP. when i send(FSM) purchase requisition they are(ERP) sending some responses but that response i am not able to capture in FSM. Please help me what are the settings or configuration i need to do to capture the responses.

Hi ,FSM 6.7 Version can support till which ios operating system version ? 

The view, MMA_REQUEST_HISTORY_VIEW is what controls the product history on Customer records in FSM Mobile.The issue with how this is set up is that if there are multiple tasks on a request, it only shows notes for the first task # and nothing after that. As a business that uses multiple tasks this effects on mobile users.  Does anyone have a work around to this ? or have they modified these screens to accommodate this?

Hi,How to link tab in task to the request tab in FSM smart client, example how part need tab in task linked to request part need tab.Once part need is created in task, same will be reflecting in request part need tab, Please suggest how to do it for custom tabs. Sample document will be helpful.Thanks,Ramya 

Hi All, we have a requirement where we have to automatically generate a report. Is there  a standard or configurable way to have a trigger that would generate a report automatically and then attach it to a Request or Task?  Best Regards,Frederico Mendes  

Which web browser is recommended for FSM Web client?

We see mass updates happening all day for 1 record at a time. Based on the user i can have a guess at what its updating but is there anyway to verify exactly what it updated? i looked up the run log ID in the server logs without any results. tried to pinpoint the time in the log but that didnt show me much either.  

Hi All,I am working on one of the FSM Mobile Project where I need to Add/ Edit the data on a screen saving the data 5 different  tables. The layout of the screen should be in the Tab struture and each table should be associated each tab of the screen. Can it be done by Mobile Designer or do I need to go for code customization?Any help would be much appreciated !!!

FSM 5.7 mobile users upload attachments, they are showing under the task. However there are some exceptions that when trying to access the attachment, turns out its not there and not savedThe follow error will populate( see below)checked the folder for attachments and can confirm it does not exist. How is this happening and is there any way to stop it?  haven't been able to re-create it unfortunately  

Hi, Can anyone Please tell me how can we set default currency in FSM. A sample data will be very helpful. Thanks,Ramya 

Hi Team, I am getting the error as “Http failure response for api/fsm/insertUpdate: 0 Unknown Error” while using client script for web instance. I am using updateRow function in my client script. Even though the data is updated as expected but the error keeps coming on screen.

Hi,Something as a business we have wanted to do for a long time is build a fresh data set for our technicians along the line of a knowledge base. I believe in FSM that Solutions would be the place to start build this information. Looking at the table structure, I can build a solution for a particular model, product family and name and do the content that bit is pretty straight-forward.After that is there a specific business rule that would then link a request when created to a solution, or would that be a custom business rule?  I would then assume once the Request is linked to a solution this would be need to be synchronised to the tablet for the technician to view and also add comments. Any guidance, experience etc. using Solutions would be greatly appreciated. RegardsAdy

I am able to setup the lookup but not able to set the new Button inside the lookup, can someone guide me on how to do that?

quick context:  we have FSM & NAV integrated within each other. Somehow, our the sequence of contacts stopped matching the last sequence in FSM is 55912 and NAV is 52614. So when NAV is making a contact that clashes with FSM, its overwriting tons of information, including place records. Anyways, is there a way to change where the series continues from? can i have it jump up to 60,000 for example on the next entry? right now when i click new it goes to 52767 (which is 3000 less than the last record)

I am getting an error while creating a package in fsm. The error message states that the sequence and sub sequence is already exists. Could any one help me on this.

Dear Experts,Please give us some input on the below scenario.A field technician will will upload a photo/document from his mobile and the same will be updated in FSM back office. Now the question is how we can send those uploaded  documents to a 3rd part system like DMS.Should we develop a interface for this?