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

Hi, We have a requirement from our client to disable the delete and modify buttons (popup) in the Time Report Screen for the mobile App. We tried to disable the buttons using the design screen but there are no options to control them. Is it possible to disable them or since this is not a standard screen we cannot control its behavior?  Thank you,João Oliveira 

Hi,  We have a requirement from our client to add some validations during the workflow (for example “Did you report all parts used? Yes/No”) . On the mobile app is it possible to show a pop up window and jump to a specific screen based on the answer?  Thank you,João Oliveira

Hi,We’re currently going through the process of updating our FSM 5.7 environments from Patch 5 to Patch 11.One thing I have noticed is that the password field on person screen now appears NULL even though the masked value is in the database.This is Live 5.7u5 This is UAT 5.7u11 Is this by design? We have a few web based processes now looking up the password field via a hierarchy select to allow that process to act as an post data as the user. Unfortunately when doing the person select even though the password attribute is in the select its not being returned in the response. I have been through the release notes and cannot see anything related to this. I can see new functions being added to the Admin Role (EDITPERSONANY and EDITROLEANY) that’s pretty much all in the notes. Any assistance would be appreciated.  Regards Ady

Hi.Our technicians often start work from home and therefore to adhere to our data privacy obligations I would like to mask the GPS address data for a few minutes after accepting a mobile service job. Is this possible through Geofencing and if so how would this be setup in FSM? If not, what other solutions exist without switching off GPSRegardsKeith

To increase FSM application performance can i increase the Maximum worker process of the application pool value to 2 instead of default value 1 in the IIS settings. Because am facing the maximum cpu utilization issue in the server always by the FSM worker process.  

We are getting the following error frequently in the smart client application after entering the login credentials.Error: Server has not responded in the past minutes.Kindly may i know the reason for the above error.   

Hi Guys,Can anyone please provide me the client report development work user manual for FSM tool. Regards,Saras

Microsoft Report Viewer is not installed in the FSM. What is happening here, when I m clicking the report in FSM smart client, a new chrome window is opening and  it is redirecting to SSRS report server and the report is displaying in report viewer of SSRS. But the same thing is not happening with FSM web client. 

Has anyone gotten this error? Any insight?    

Hi,Can anyone please explain why will we use physical and organizational service groups in FSM what is the purpose of these groups.I know how creating groups and applying in person, place records please explain where these groups reflect. ThanksRamya 

Hi, About the training path for FSM Developer, we have training for : Mobile development, Integration, but do we have trainings for technical administrator ?FSM6 can be installed on saas or on premise, if you make a on premise installation you can have some tasks for installing the software. In the training path for partners do we have some courses/documentation about all this required tasks ? Could you explain how partners could be upskill and expand capabilities on this area of installation ? Thanks & Regards 

Hi all, in FSM 6.5 Has anyone figured out how to create Import Maps for (Global/Metrix) Code Table controlled fields, where the user can import the description vs. the code_value?  We are facing constant issues with users either not understanding that Code Values are needed, or simply not having access to the specific Code Values.    We’ve previously compensated by creating Excel Import map templates, with dropdowns, but keeping those up-to-date with all the global code table values & descriptions is a large effort.   Appreciate allfeedback -Rudy  

Hi I am looking to have a button on a listview tab that will update one of the fields on a selected line of a List view. is it possible to control a Listview items using a Button and a client script? and if not a client script any other way? if so can you explain how i might go about do so?

I am looking to create a value business rule that populates a day that is 30 days after the created_dttm in FSM. i looked at the cheatsheet but was unable to figure out what expression is required. I tried to do DATEADD but that didn’t work.New to using expressions so any help is appreciatedthanks!

Requirement is assigning technician for a task in FSM on the basis of match between his skill and product skill and availability of technician. Process has to be automated. As soon as task gets generated , technician supposed to be assigned. We don't have PSO. Process needs to be achieved from repair board, or within FSM

In FSM TIMESEARCH screen,  I would like to set a default value of the logged in user to the search field NON_PART_USAGE.MANAGER_PERSON_ID. I have created a client script to do the job thats uses the SetControlValue function, but the value is not set on the screen. The SetControlValue always returns ‘False’ Here is the script used:var MgrPersonID = getControlValue('NON_PART_USAGE','MANAGER_PERSON_ID');returnvalue=true;if (MgrPersonID == '')    {    MgrPersonID = getUserInfo('PersonID');    alert('Set person id to default ' + MgrPersonID);    }    var returnvalue = setControlValue('NON_PART_USAGE','MANAGER_PERSON_ID',MgrPersonID);alert(returnvalue);

I have Create a Custom Table that will be receiving data from an External System.in the Table has 3 columns (task_id, field, Value) for the field it will have a value like “Person_Email” This table will be added to the task Screen as a new tab as a list viewI don’t want to display the column “field” but would like to display a description instead “Person Email”. I was hoping that i could use the message translation to manage this as there maybe a future requirement to have these discriptions displayed in the users languge instead of one fixed value. If the message translation is not the right place then i dont mind creating another table to manage the Field Value, language and Description as long as i can display the Description as a field.Does anyone have a suggestion on how this might be possible? Thanks, Graeme 

in FSM,Does anyone have a process in place to post multiple shipments at once?We have a quarterly program where we ship out over 700 orders or maintenance kits to our customers. Right now we have to post and print each shipment 1 by 1. its tedious. We talked about running a perform batch shipment XML but it froze up the system. open to any suggestions people may have on this.

on FSM 5.7 it shows all the users entered line codes. however only some of them apply to labour while the others do not.  What would be the best way to hide specific ones from the mobile time reporting screen

Hi I am setting up a new Whose Place was wondering if anyone can tell me the significance of the Field “Type” and what the posible values are. Thanks, Graeme

Dear Group,Anyone having document for how to configure mail merge word document to mail.Quotes screen mail merger configuration document or any tips for configuration.Thanks,Pinmaya

Is is possible to switch the product on a request / Task after it is completed (with part usage, non part usage done)? When we attempt to do so, we cant remove the old product from the request. The error states that it cannot be moved since it is tied to part need, usage & NPU. The way around is it we update all those values with the new request unit ID via SQL DB Query. Is there a more user appropriate way for people to do this day to day vs manipulating the database -

Hi Guys,I have one issue, when I m trying to run the report from FSM web client, it is not working. But it is working perfectly fine from FSM smart client installed in the server.Error attached. Please suggest.  

In FSM application, is it possible to see the status of some service request or repair request as a customer without having FSM license?  Is the following portal is relevent do that activity?https://www.ifs.com/ar/solutions/service-management/customer-self-service/ Please advise.

Hi Guys,Anybody know how to configure FSM and SSRS so that I can run SSRS report in FSM tool. Regards,Saras