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

This will include questions related to FSM and PSO.

  • 2,552 Topics
  • 6,725 Replies

2552 Topics

AdrianEgley
Hero (Customer)
AdrianEgleyHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM - Solutions

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

4
AdrianEgley
Hero (Customer)
3 years ago
wickrambug
Do Gooder (Former Employee)
wickrambugDo Gooder (Former Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Multiple environment installation overwrites the existing/ previous installation.

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.

4
P
Do Gooder (Partner)
3 years ago
jbernardo
Hero (Partner)
jbernardoHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Post & Print batch shipments

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.

4
P
Do Gooder (Partner)
3 years ago
R
Sidekick
RamyaSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Deactivating Baseline Client Script

Is their any way to deactivate baseline client scripts in FSM for a particular screen so that we can create our own customized client script and apply it to that particular screen.

4
R
Sidekick
4 years ago
AdrianEgley
Hero (Customer)
AdrianEgleyHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM - 5.7u5 - FSM Connect Outbound with no Primary Path

Hi all, I am trying to connect to one of our customers API to notify them of a new claim for one of their customers. I believe I can connect fine but the result I am getting is the "Request body does not match schema". It appears they would like to receive the transaction like the below. {     "windscreenRef": "10610710",     "policyNumber": "HG721101",     "fixType": "repair",     "fixDate": "2020-07-20",     "bookingInDate": "2020-07-20"   } However I am struggling as the Cust Integration Map is asking for Primary Path. With the message being sent using the JSONOutboundConnector, what do I need to do to be able to post the message but with out a Primary Path? If I add a value of 'primary_path' as a dummy value, the transaction is sent as the below, but doesn't match the schema they require. {   "primary_path": {     "windscreenRef": "10610710",     "policyNumber": "HG721101",     "fixType": "repair",     "fixDate": "2020-07-20",     "bookingInDate": "2020-07-20"   } } With le

4
T
Do Gooder (Partner)
3 years ago
T
Do Gooder (Partner)
tatRojalDDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

SMS notification on customer mobile number-FSM 6

Hi, I want to send the customer a notification on his mobile number after successful creation of a request. Mobile number is a field in the page. We are using FSM 6.How can I achieve this? 

4
Lee Pinchbeck
Ultimate Hero
3 years ago
PinmayaK
Sidekick (Partner)
PinmayaKSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM-Reports

When i click on the print button on request screen then it is redirecting to my browser but i want that report to be generated and shown within the FSM. What is the app param i need to disable can somebody recommend.

4
Phil Lamerton
Superhero (Employee)
3 years ago
A
Sidekick
AsterixSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Load testing - information required

For load-testing, I was trying to use Jmeter, and creating scripts.  But, I’m not sure on how the new request URL , is using the token.  From where the token ID getting generated? https://FSM-Server-detail/FSMServer/webclient/tab/screen/REQUEST/9ce908d2-92b1-4215-95c3-180dda4e6375https://FSM-Server-detail/FSMServer/webclient/tab/screen/REQUEST/a82cb3d1-6638-458c-b742-35066894c5bePlease advise

4
SanjeewaJ
Superhero (Employee)
3 years ago
S
Do Gooder
saras360Do Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to create new report in FSM(Not Adhoc)

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 

4
Induwari
Sidekick (Employee)
2 years ago
T
Sidekick (Partner)
TaTSouraDSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Error:Http failure response for api/fsm/insertUpdate: 0 Unknown Error

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.

4
Lee Pinchbeck
Ultimate Hero
3 years ago
S
Do Gooder (Partner)
sujayDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Integration

Can somebody suggest how to use Integration Scheduling Wizard to automate the Outbound/Inbound Integration process. One sample will be very help full.

4
S
Do Gooder (Partner)
4 years ago
ZRZJOLIVEIRA
Do Gooder (Partner)
ZRZJOLIVEIRADo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Mobile - Login Page Backgorund Color

Hi, Is it possible to change the background color on the login page of mobile app?We were able to change the IFS logo, but not the color. Thank you, João Oliveira

4
ZRZJOLIVEIRA
Do Gooder (Partner)
3 years ago
ZRZJOLIVEIRA
Do Gooder (Partner)
ZRZJOLIVEIRADo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Mobile - Adding Signature box

Hi, Is it possible to add the customer/technician signature boxes in a new/custom screen at the mobile app?These boxes appear both for DebriefCustomerSignature and DebriefSignature, but I don’t know how to add them on another screen. Thank you,João Oliveira

4
ALFA
Do Gooder (Employee)
1 year ago
A
Do Gooder (Partner)
ANILREDDYDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Request ID Sequence Generation

Can anybody Recommend how to Generate Request ID Sequence based on Static Value.   Like  The Request ID is been Generated from ‘1’ but I need My request ID should start from 5000 and the counter should begin from 5000.   One Sample would be very helpful.   Thanks in Advance.    

4
A
Do Gooder (Partner)
4 years ago
A
Sidekick
AsterixSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Report Print issue

Unable to see the downloaded PDF report/Service inquiry form after I click on the “Print” button in any page.   In request page, if I click Print, getting the following error.System.IO.FileNotFoundException: Report file REQUESTS.rdlc not found.  Check CLIENT_REPORTS_PATH setting.   at Metrix.UI.ClientReport.RdlcReportHelper.OpenReportFile(String reportName)   at Metrix.UI.ClientReport.RdlcReportHelper..ctor(String reportName, String reportRefName, Boolean isSubReport, Dictionary`2 reportQueries)   at Metrix.UI.Util.RunReportingService(String reportNameWithParameters, String outputFileType) But, corresponding *.rdlc files are there in installed path location. (…….\Application Server\ServerInstallContent\ClientReports\BaselineReports)Earlier issue was not there. Please advise.

4
A
Sidekick
3 years ago
jbernardo
Hero (Partner)
jbernardoHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Mobile - Attachments downloading to other users

We are having some users experience an issue where FSM is syncing photos from other users to their phone.One case had a user receive over 300 photos. There are no connections to either of these technicians from a person record or task (which is where the attachments are attached to)this has happened to 3 users, that we know of. Has this type of error been reported before?

4
jbernardo
Hero (Partner)
3 years ago
PirtekKH
Do Gooder (Customer)
PirtekKHDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Geofencing Technician Home Address

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

4
Lee Pinchbeck
Ultimate Hero
3 years ago
A
Sidekick
AsterixSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Customer portal accessibility issue

Required help on how to create customer profile in FSM, what are the mandetory parameters need to be defined in person level and how customer use the cutomer portal  to access the application?Is it possible to create Service Request  or to check status of request or personal information , even if not being a licensed user of application? Need help.

4
Dhanushki Pahathkumbure
Hero (Employee)
3 years ago
PirtekKH
Do Gooder (Customer)
PirtekKHDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Business Rule Specific Days

HiIs it possible to stipulate certain days within a business rule i.e. Monday, Wednesday, Saturday & SundayWe have a requirement that needs a notification to be sent after 5pm and before 8am Monday to Friday, after 12pm on Saturday and all day SundayThanks

4
AdrianEgley
Hero (Customer)
3 years ago
PinmayaK
Sidekick (Partner)
PinmayaKSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM-Integration

Can anyone please guide me what is the use of MPM in FSM and how it works in our application? one normal sample will be very helpful.

4
Mike The FSM TechnoGeek
Superhero (Employee)
3 years ago
josdepijper
Hero (Partner)
josdepijperHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Regular Expressions (FSM)

Does anyone know how regular expressions work with FSM? As in, how do you specify the (input)value that needs to be validated and how do you specify the ‘Output format’?  There are some examples which sort of make sense, but it is to little to fully understand it.     

4
josdepijper
Hero (Partner)
3 years ago
R
Do Gooder (Partner)
RRPATNAIKDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Approval Workflow for Miscellaneous Adjustment

We have a requirement in FSM ,for any miscellaneous adjustment system should trigger a approval workflow and upon approval the adjustment happens.Is it feasible in FSM? Is there any approval mechanism present in FSM.Please let me know.Regards,RR Patnaik 

4
R
Do Gooder (Partner)
3 years ago
PirtekKH
Do Gooder (Customer)
PirtekKHDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Business Rule

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

4
ishD
Hero (Partner)
3 years ago
M
Sidekick
MuthujayashreeSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM mobile SYNC

Hi can anyone tell me , for real time sync it is necessary to initialize the device   because before i initialize the data is not reflected   in mobile but after  the internalization i get the value. i have taken the person table. person table is a real time syn , where any changes in the person will /should update automatically  . but i am not getting the changes real time.  

4
Lee Pinchbeck
Ultimate Hero
3 years ago
PirtekKH
Do Gooder (Customer)
PirtekKHDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Sales Call

Hi. What is the best way to generate and send a Sales call to the schedule board in FSM for allocation to a technician. Can this be done through the Opportunities function?

4
Lee Pinchbeck
Ultimate Hero
3 years ago

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