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

Currently we have FSM 6.1 and PSO 6.1. We want to only upgrade FSM to 6.9 but want to keep PSO as it is in 6.1. So could you please confirm whether FSM 6.9 will be compatible with PSO 6.1?

We have created many FSM Lobbies and Elements.  They are great for the users since when they 1st log in they are able to see things they should work on.  The ask though is to be able to DOWNLOAD the data into excel (or another editable format).  We have not found a way to download the data.  Does anyone know a work around for this? My first though it that maybe we somehow create a REPORT that can dynamically pull the lobby data - no idea how that would work though since we would ideally create 1 report that could pull any of the lobby / element data the user selects (aka only pulling 1 of the elements not all of them). We are on the cloud version of FSM 6.0

Hi, On the Business rule transaction, if we make a search with %Access% (see below), it seems that we don’t have standard rule for access_group and RMA.1/ is it correct ? are Request/RMA stored in the same table and the rule 67 works for both RMA and Request ?Going Forward, in the RMA transaction (Detail tab) it seems that we don’t have a field access group like we have in a request. is it correct ?2/ Could you tell us why we don’ have this field in the main/detail tab  in the RMA (like we have for ECO or Request) ? 3/ On the RMA transaction, it seems that “RMA type” is linked to the global table “Req_type” . if it’s correct ? if yes,  How can we filter this table in the RMA screen to only display “Req_type” that are relevant for RMA.A RMA could be created without a previous request (if the customer make a return directly in the repair center) and in an organization, we could have some repair centers. According to this organization we need to separate data by access group for all repai

HiCan you please explain the criteria used for the Mean Down Time report in FSM.The report states “This report measures the time from the Request open event to the last complete or close event in the Request Events entity, for qualifying Requests. Those times are averaged for all qualifying Requests, and that is the Mean (Average) Down Time.”What is a qualifying request? Regards

When a request is created and saved or autoassigned (requireds a save) an error message prevents the save and says there is a mismatch in parameters. Do you think that the issue is that what ever FSM uses to create the pop up is missing\corrupt?F.Y.I. The customer recently moved DB from Azure managed service to Azure VM.   

Under FSM6OnPremiseInstallation.pdf we can see the below recommendation. Oracle Server Recommendations- Each month, run the script fsm_?_IndexRebuilder.sql where ? represents the current version. We are running FSM 6.1 with an Oracle database. 1) What are the benefits we can get by running it and what are the downsides if it is not run every month?2) What are the precaution (or pre requisites) that should be  taken care of before running the script? Do we need some downtime before executing the script?3)This script is also dropping the primary keys and recreating them. What are the risks?

HI,I would like to restrict the data access in the Request Screen according to the organization of the service provider.The access group is used to separate activities : 1 access group for telecom activities, 1 other for Electric activities.But for one access group (BU telecom for example), the service provider want that a user based on West (this user works for customer based on West) will not see Requests’data for customer based on East. What settings could we use to prevent a West User to see Request data for East ?Could we use Posting group to do that ? Is it possible in UI designer to define a screen with Data Restriction based on the user who is connected ? that is to say : FSM know that the user connected on West (posting group or person physical_svc_grp, ….)Thanks for your contributionsRegards

I would like to know whether we can install multiple instances of the FSM/PSO application in the same IIS/DB server so that multiple applications will share the same underlying hardware. Would be great if anyone can share some suggestion, Experiance. 

I am trying to install multiple environments of FSM application to the computer and it overrides the previous installation so that I cannot use the multiple applications together. As a workaround I need to install the environments again and again to use them.  Lets say I have FSM DEV and FSM TEST environments and when I try to install the both, always it gets overridden by the new installation. I know we can have separate installed applications for both of them but I do not know how. Could anyone please guide me on this? Thank you so much in advance.

Hello everyone, I have a client requirement that specifies that the attachments made on a Request/Task should be sent to an SFTP server. Besides the hostname and credentials, what is needed to upload the files to their server? When configuring a Monitor Schedule of the type ‘Process (S)FTP Upload’, the 'File and Folder options’ are referring to the IFS folder structure or the SFTP Server? If it is IFS, how do I know which folders should be used, besides the Attachment Directory defined in the App Params? Thanks in advance for you attention. Best Regards.

I have a requirement of including Portuguese translation for some users. I am planning to perform the following:Create message translations for all the custom metadata fields Create message translations for all global codes Create message translations for all code tables Can you confirm if this can be done for all code tables together or must they be done individually? Create message translations for all the mobile labels Also please advise if I am missing anything else.

In the FSM Client, we are able to setup multiple reports on the print button of an FSM Client screen using the reportset button, but the reportset button does not appear on the web client. If we put a regular print button on a screen, it does come up on the web client, but it doesn’t allow a selection of reports like the reportset  button. Is the reportset button supported on the web client? If not, do we have a workaround that is available to us for the web client?       

In FSM 5.7, we were able to setup multiple reports on the print button of an FSM Client screen, and then the user would select the report that they want to print. We accomplish this by adding the following report_set_group xml code to the screen.        <report_set_group>      <report_set>        <report_name>RECEIVINGDOCUMENT</report_name>        <label>Receiving Document</label>      </report_set>      <report_set>        <report_name>MAC-STOCKLABELS</report_name>        <label>MAC - Stock Labels by Receiving ID</label>      </report_set>      <report_set>        <report_name>MAC-UNITLABELSERIALEDRECEIVINGID</report_name>        <label>MAC - Unit Label Serialed ReceivingID</label>      </report_set>      <report_set>        <report_name>MAC-UNITLABELUNSERIALEDRECEIVINGID</report_name>        <label>MAC - Unit Label Unserialed ReceivingID</label&

Hello community,When creating a SQL query and creating the XML to consult through the FSM XML Poster, I have not managed to make the parens element work since the where contains and and or clauses.how can I do? Thanks.

Hi, Please need your support for the query In FSM which type of encryption logic is used for password at client UI Level ? 

Hello,Hoping someone can point me in the right direction.I have created a Workflow and would like to deploy to screen so it launches on a button click.How do you do that?I can see in the FSM Reference Documentation the following: Button. You can create a button to execute a workflow using the UI Designer. You add a workflow button to a screen customization and then attach one or more workflows using the edit workflow group feature. You can run a new instance of a workflow or complete a workflow instance that is preserved.  I cannot see in the UI Designer, or other screens anything referring to an ‘edit workflow group feature’. Any pointers on this would be greatly appreciated. RegardsAdy

There is an issue that  Task Notes showing html code kind of thing like   when note is added from mobile and web client. Further analysis revealed HTML conversion is not handled in the mobile after encoded from the web client. This is the reason why it shows the html tags in the mobile task notes. Same issue in web client. Has this bug been handled in FSM 6 UPD8/9?Also, as a workaround is there a way users can turn off HTML on the mobile and web client so they can only put in text?

Hi,Can we make use of the response from foreign system captured in integration run log without storing in FSM server?A quick answer is really appreciated.Thanks & RegardsDeepak Kumar

Our FSM FSM6 mobile app will not initialise after the user successfully logs in to the mobile app. The device initialisation goes in to a loop and the logcat suggests that it can’t find the mobile database to download and looking on the Mobile Web server the ‘download’ folder is empty. Can someone please advise which config files the configuration for this is detailed?Many thanks in advance.Angelo 

Has anyone integrated a form of barcode scanning within IFS platforms ?Particularly, we are looking to barcode our inventory and be able to scan that into our system to add as a part usage or part need for shippingAlso, adding it to the mobile platform so that the user can scan the part for it to be added to the task. i did find some limited documentation on using scan it and the account manager but not clear with these instructions how it all comes together https://docs.ifs.com/techdocs/Foundation1/040_administration/415_touch_apps/090_touch_apps/60_scan_it/default.htm

Hi , Can somebody confirm if the data inside a particular table or particular column can be encrypted.this is from the security point.I have seen somewhere that Database table name and column name obfuscation is supported inside FSM. 

Hi, Does anybody know how to upload attachments from client machine to FSM using FSM ODATA REST APIs? Thanks,Dananjaya 

Hi.When creating an Opportunity in FSM what is the function of the “Team” field? 

We are getting below error while creating work order in FSM 6 version. 

Hi,Can anyone please suggest how we can create additional user def fields in FSM.Suppose I need extra user def fields in task or request table how can we add it in custom metadata without disturbing existing metadata.ThanksRamya