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

Hi,In Output Colums, i would like to round a decimal parameter. Is there any function to do this?Examples: user_def_num1= 12.2 → result of function(user_def_num1)=12user_def_num1= 12.5 → result of function(user_def_num1)=13user_def_num1= 12.7 → result of function(user_def_num1)=13… Globally, is there any list of function we can use? Thanks Renaud

Hi guniuses,I have few customer-related questions. It’s all about the FSM attachment file extensions. Q1 - What are the restricted file types which are not allowed to attach in FSM?Q2 - What are the allowed file types that can attach to FSM?Q3- How to blacklist file extensions in FSM?Thanks in advance,Kushan

The FSM web client shows by default 10 records at a time.How can we change this default number, either per screen or globally?

HI,In a request, when I click on a new specific action button, I need to :Send an email + attachment to the customer contact defined on the request. Receive an email answer + attachement from the customer contact with the email address used to send it the first emailI need to have the email answer linked to request as attachment in order to track and trace all exchanges.I assume that from a request, send/receive an email + attachment is possible, butCould you expain : what settings is needed  to do that ?: ​​- How to set a specific email address to send / receive email - What settings to save the answer email as attachment on the request ?Thanks for your helpRegardsanthony thobie 

When I try to add an attachment to a Request with any file extension OTHER THAN.zip, .7z, .pdf, .jpg, .png, I get the following error: I have tried .txt, .docx, .xlsx and I always get the above error. I check the attachment_blacklist in App Param and these extensions were not listed.

In FSM Application, how to check the fsm license expiry date? 

Hi Experts,What is the proper process for adding an index to a baseline FSM table?  For example, we may need to add an index on the User_def2 field on the table, ATTACHMENT.  What is the process?   Do we add the index ourselves with the knowledge that any FSM updates/upgrades in the future would most likely remove this index?  Or do we submit a ticket to CS to have them add the index?Thanks in Advance !

When trying to login to the FSM Smart Client using SSO, the customer receives a message "Only the owner of a flow can change it." Why would this message appear when using Single Sign On? 

In FSM Dashboard/Lobby we have the option to add filter’s based on the Lookup Source in Data Tab in Dashboard configure Page.However can we have multiple filter criteria’s which are dependent on each other. Example: First Filter Criteria is CountrySecond Filter Criteria is StateBased on The country selected, we would like the state values to be autofiltered and show the states associated to only the selected country. Requirement would be, on the lobby the manager should have option to see the entire Countries details and then he selects the state from filter (dynamically changing values based on country selection) and gets the results based on the state. Is that possible inside FSM Application and what would be the best way to handle this?

Hi Experts,Following is a simplified example to describe the issue at hand.When and inbound integration is done, if one of the fields has an ‘&’ character, the integration fails. The solution to this as I see it, is to transform the message as following, Hence, the question that I have is, is this a change that we can do from the FSM end when we receive the message? (transform & to &) or is it the case that the sender (third party system) has to make the change in the payload?Background: I’m trying to make a GET request from FSM to an external endpoint, and use an inbound map to capture the data in the response. But the inbound map doesn’t get processed due to the above mentioned issue. Before requesting the resource owners to change the payload, I’m trying to figure out whether there’s a solution/workaround from the FSM end.example of the response I get right now,Thanks in Advance! 

Hi FSM Experts,One of our customers are getting the below error where unformatted date-time stamps and completion codes are truncated in the iOS app. This makes the completion code unreadable. It does not happen for them in Android. Attached below is a side by side comparison between the two.Could anyone provide an insight on how to overcome this issue?   Thanks,Minindu

Just a basic question as i begin on FSM, how do we setup a a non inventory part.? I have tried some setups but i think i do not setup correctly non inventory part as i can do receive. Thanks,Best Regards,Abdelmajid

Hi experts,I’m trying to understand how the attachments are stored in an FSM cloud installation. There are two parts to my question.1.  This is a trivial one. Where is an attachment stored?Upon reading the documentation, I understand that it’s either stored in the database or the network file storage. In the environment I’m working with (an FSM cloud installation) I see the following setup, When I make a query for the attachments So, are the above documents (ex: 34,35,36) stored in the database itself or in a network storage? 2.  How do I get access to the network storage location?Just to give some context, I’m reading the following bit from the Odata documentation,  I’m not sure how to obtain this fsmshare location. Is it a default location that’s available with an FSM cloud installation, or is this something that needs to be setup?Thanks in advance! 

Good dayI am having the following issue.I have teams setup in FSM with team members and scheduling resources, all connected to certain datasets. I have created corresponding datasets in PSO, and after setup is complete everything works as it should (team members/resources added in FSM displays immediately in PSO, tasks get scheduled correctly according to commit rules etc.).The problem I have is that after tasks are scheduled, making changes to the rota or resource planner, it will move all tasks around. For instance, if the scheduling period for the rota is 1May to 1June, and any changes are made, PSO will move my committed tasks to the end of the rota period. Committed tasks will now be scheduled and committed for 1June, and allocated tasks will stay on the current day, but can’t become committed when tasks are completed, as committed tasks are now on the wrong day.What can I do to fix this?Regards,Hannes

Good dayI am having the following issue.I have teams setup in FSM with team members and scheduling resources, all connected to certain datasets. I have created corresponding datasets in PSO, and after setup is complete everything works as it should (team members/resources added in FSM displays immediately in PSO, tasks get scheduled correctly according to commit rules etc.).My problem is, everything works perfectly for a while, before the connection between datasets in PSO and FSM fails. Updating any data in FSM does not pull through to PSO.I have tested this by creating new testing datasets, scheduling app params (exports) etc. and connecting all necessary data to them, but they still fail after a while. Deleting everything and recreating all data will have it working again, until it fails again.What could be causing this failure? Could it be due to a system upgrade? If it is caused by upgrades, is there a way to preserve the connections so I don’t have to recreate everything to make

how can we derive the eta of a task and store it in eta field of task  for a fsm system using pso and mobile for technicians.

Hello,I’m trying to get a client script to run on the request screen once the data has been loaded. (FSM 6.5 Smart Client).  I have a simple script with just alert(‘Test’);.  I’ve linked it to different screen events but it never seems to run.  I noticed that all the other baseline scripts linked to the screen are for the web client.  Is it possible to do this with the smart client?Just in case there’s a better way to accomplish my goal, here is what I’m trying to do…I have a YorN check box on the task screen linked to TASK.USER_DEF1.  I also have a checkbox on the request screen which I want to be checked if any of that request’s tasks have it’s box checked..Thanks!

Hi, Just a basic question as i begin on FSM, how do we setup a a non inventory part.? I have tried some setups but i think i do not setup correctly non inventory part as i can do receive. Thanks,Best Regards,Abdelmajid

Hi Experts, When an FSM screen is made read-only using security, the buttons on the screen no longer appear.  For example, if I setup a role and make the Request function Read-only, when I open a request, all of the buttons no longer appear.  Buttons that no longer appear include Save, Print, Copy, etc.  My question is, can I have a screen set as read-only using a security role and have the Print button appear on the screen so users can still print the reports to a PDF ? Thanks in Advance !!!

Hi,Looking for some advice and guidance for appointment bookings via PSO.We use FSM and request appointment bookings from PSO. Some appointment requests are what we refer to as 'Rebook'. This is when a task is already scheduled or fixed committed and we look for new appointment bookings.When we do this all the scheduling data is reset. This therefore means any current scheduling data is removed and is causing a few issues, when customers then want to keep the existing appointment.Is there a way of searching for new appointment bookings, retain the existing appointment data and only update when a new booking has been accepted?It might be worth adding we're be using a customised version of the perform_threesixty_appt_request MPM. Any advice will be welcomed.Ady

Lobby Element changing values dynamically based on Filter selection. For Example, we have a lobby element created with list of open Work Orders (requests)By Default it should should all requests, however as soon as you select country, the same lobby element should filter the values based on Country selected and after state is selected, it should show the workorders associated to the selected state. We can definitely create three different lobby elements with First one without condition, second one as request.user_def1 = “$COUNTRY$” (Just as an example)And third one asrequest.user_def1 = “$COUNTRY$”request.user_def2 = “$STATE_PROV$” But is it possible that the 1lobby element behaves in three different ways.I tried with Just the third one and unless you select the values, it will show Zero results (and expectation is it should show the entire list)

Hi I need to change the PURCHASE_DETAIL.QTY_ORDERED mask type from integer to decimal as we receive in half measures not just full measures. e.g. cable of 10.5m. How can I do this and will this have a negative effect on anything else?

Hi, I would like to have feedbacks about a classic/standard implementation of FSM with an ERP especially for the inventory management. what is the border ? who manage what for inventory ?1/ Do you have one slide that describes the flow between the ERP and FSM ?2/ In this kind of implementation (ERP + FSM) : Inventory is it completely managed by ERP ? : in this way the ERP will manage inventory and flogistics flow and know all sites where we have inventory and FSM will be “slave” for all flows3/ In this kind of implementation (ERP + FSM) : Should Van/truck  be known/managed in the ERP ?I assume that we have many possibilities. For those of you who have already implemented FSM : Could you share Guidelines ? or best practices to manage inventory with 2 systems (ERP+FSM) ?Thanks and Regards anthony 

Hi all, I am wondering if anyone has worked out, or has knowledge of, a solution for a Smart or Web client (named) user to download multiple attachments with 1 click.     Our challenge is that a technician may upload upwards of 30 photos through the FSM Mobile App. In many cases our Request Owners or Project Managers end up downloading these photos, for delivery to clients, close notes, or other reasons..  and are spending too much time clicking each attachment. Is there a function that allows us to download all task-attachments or all request-attachments at once? I have noticed there is a perform_get_attachment and a plural, perform_get_attachments, MPM.    Which gives me hope that there is. Thank you in advanceRudy

I’m using the extract functionality in FSM (version 6.6) to post table updates to an HTTP endpoint. This works as expected when using an unauthenticated endpoint. I simply specify the endpoint in the “Extract Address” field and the updates post successfully.How can I use an authenticated HTTP endpoint (basic authentication) to post extracts?