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

hiI need my baseline environment to have updates from IFS given in version 22.2.4. My teammate did some steps as per IFS documentation & now, in the release update studio, the baseline environment shows as 22.2.4 But in build places, it shows me an older version for baseline Also, when I try to apply service updates to baseline, it does not show me any latest updates/tags 

What is the best way to limit capacity / utilization by Activity Type?For example to only allow 30% of any day to be filled with any one activity type, or group of types.

Hi Experts,There’s a question from a customer (who’s on IFS managed cloud) on bulk importing rdlc files. As far as I know rdlc files have to be uploaded one by one for each report on the reports admin screen. They are querying whether it’s possible to speed this up. Some thoughts,Is it possible to use Odata to send in the rdlc files with perform_upload_report ? Is it possible to get access to the relevant cloud location and push the files directly ? (does this do the same thing as upload report? )Thanks in advance

Hi all,  Can a manual commitment over ride the prerequisite demand of a job ?FSM has sent the prereq over OK:7275 should be scheduled before 7274, but PSO has scheduled them the other way round, I notice in FSM that these have been committed by a user rather than the system. Would this over ride the prereq set on the job ? Task 7274’s SLA doesn’t start until the day after, so the system would not have been able to schedule it. (plus it’s out of shift when committed). Thanks for any help

I have referred the documentation of the latest released FSM version (FSM6U20), and this version only officially supports "Android 7 through Android 12. Our customer would like to know in which upgrade we will be providing official support for android 13. Could you please kindly let us know in which upgrade we will be providing official support for android 13? 

Hi all,Is there documentation regarding (data) security for FSM (client, web-client and mobile). Need to know how encryption, data storage etc, is managed.Regards, 

Hi Team, Is there any option available to download all the attachment at on go.. Our Engineers add multiple attachment via Mobile & its very tough for our planners to download one by one. Is there any option to select all & download at once? If not do we have it on road map. Regards,Shiyaz 

Where do I get the Hardware Sizing guide when Customer wants to install FSM/PSO on-premise?

Hi Experts, We have a customer who is setting up OIDC SSO login (Azure AD) on a on-premise environment which have a firewall which restricts access to the internet.Due to this they are getting 500 status code error on webclient and smart client (OIDC123). The same credentials used on another internet accessible environment it is working as expected. They are asking which URLs they need to whitelist in order to get OIDC working. So far they’ve whitelisted following URLs (ref) *.login.microsoftonline.com*.aadcdn.msftauth.net*.aadcdn.msftauthimages.net*.aadcdn.msauthimages.net*.logincdn.msftauth.net*.login.live.com*.msauth.net*.aadcdn.microsoftonline-p.com*.microsoftonline-p.com 

Hello,we like to scan the Data Matrix 2D barcode with the FSM mobile App to assign the barcode to our individual customers.Is it possible to scan with the FSM mobile app, if yes which additional software is required? Is the scan of Data Matrix 2D barcode supported?Thank you Best regardsMarkus Kühnl 

Hi,we have a custom service report sent to customer once a technician (via mobile) set a task to completed.In the design, the custom service report has a subreport in it.  For 1 technician, the generated report attached in the email has error saying “data retrieval failed for the subreport..”.This technician also has access to webclient.When the tech. prints the report form webclient, the report will be printed correctly. Any idea where to check the issue? Cheers,~Juni 

Good Morning All,I am aware that the Customer Contact Name which appears on the Work Order (CO Info Tab) is extracted from the Functional Object (Address Set Up).The issue we are experiencing is that when the contact details are updated on the Functional Object the Contacts entered on existing work orders has to be manually updated.  For example a large volume of Maintenance Work Orders are created at the start of a contract period. During this contract period the site contact within the Functional Object may need updating. Is there a way a functional Object update can automatically update existing work orders? Many thanks for you help.RegardsDave  

I installed MWO (Mobile work order) on my mobile & want to know if below functionality is possible as I could not find itStart document approval process via document details Run custom events How I can transfer my task back from mobile to desktop? 

If you have to do several tasks for one customer, it would be nice if you only had to ask for one signature from the customer at the end, so that all service reports are signed. For example, a signature on the last service report and this is transferred to all service requests that were generated for a customer on this day. Thanks Markus Kühnl

We will be using MWO for task execution inside a work order & our requirement is to NOT ALLOW the task to be work started until some flag is set to YES in the db (basically inside the task, there should be some set of fields that must be Y/some approval process after which only FSE can mark the work to work started. Is there a way to achieve this?

We are doing PSO installation in Azure Server VM.  Accordingly , PSO Azure License has been provided by IFS  which is dependent on Tenant ID. While installing it is asking for Microsoft Credential .  So, which credential do we supposed to use here ?  Our individual O365 credential is not working here.We had previous experience to install in PSO as Standard one. not Azure.So, my question is , is the PSO license type provided by IFS is correct as Azure, or we should ask for PSO standard license?Is there PSO Azure installation guide available ?Please advise.

Hi,We have a requirement, is there any possibility to filter duplicate WO number from task screen. For example:In task screen its showing open tickets as 10, but basically it may be having multiple task on same WO.There may be only 5 WO, it creates 2 tasks & showing 10 tasks.Out of 10, 5 are duplicate cases.Regards,Shiyaz 

Can you recommend any parameters or scheduling app params to check to fix this issue?Only in our Production environment we are seeing manually scheduled tasks being ignored or excluded by the workbench. Inside 30 days out, they appear just as normal, and Appointment Booked activities are also fine.   

Hi All, How does the Service Contract SLA and the Support Agreement/Support Key work in relation to each other? Suppose I have a Customer A that has a Support Agreement + a Support key that specifies certain response times as explained in IFS help: Additionally the same customer A also has a Service Contract with me where i will define a SLA for different Work Types with Primary and Secondary Criteria and an SLA Template. This will also define certain response times in accordance with the explanation on IFS help.  So I have some questions on this:How do these 2 systems interact? Can they get in conflict with each other? When do I use a Service Contract SLA and when do I use a support agreement? or do I use both simultaneously? What are the pro and con’s of each option? Best RegardsRoel Timmermans

Hi experts,There is an requirement as below. In request screen, we can have multiple part needs. Once we create a new row in Part needs tab, we need to add some default values (Ex- Promised Date/Quantity) to the newly added row based on the first part_need row values. As an example, in this screenshot, first part need sequence = 46. So when user adding new row by using New button, the values from sequence - 46 should be fetched and set as default values in the newly created row.  I have already fetched the values from the first part need row by using client script sql. But when I try to use the getDataTableSelectedRows and setValueOnListDataRow, it seems these methods are not triggering the newly added row. Instead this method will trigger the first row since that is the one already selected as the default. Any feedback or work around for this. Thanks,Hasara

Hi,in a datatable in the UI designer a field gets truncated (web-client).I didn´t find a solution. I tried with length an control-type but it has no effect.Custom Metadata for the field:Max Chars 1024Column Type STRING (also tried LONGSTRING) The text is completely visible in the datatbase!Does anybody know how to slove this? Thanks 

We are implementing SSO in our mobile app and passing the OIDC token to FSM Mobile app, where do we store the token? I presume we must already have some token already in place, to be replaced by the token received.

Hi All,We are facing issue as P3 task which is having 3 days SLA are getting assigned after 10 days, after breaching SLA. Can some one give me the solution. Regards,Shiyaz

Hi,I am creating an xml message to update (child) tasks which have different task-status and owner(person_id) from their (visit)task.I created a custom view to get those tasks.In this query:task_id = visit-taskchild_task_id = task_id the xml message looks like this.<!-- =========================================================== -->        <!-- update task owner and task status from visit when visit-owner is not empty --> <!-- ======================================================== -->        <perform_batch>            <sequential_dependent>                <hierarchy_select result_name="select_result1">                    <primary_table>task</primary_table>                    <attrs>                        <attr>task.task_id</attr>                        <attr>task.person_id</attr>                        <attr>task.task_status</attr>                        <attr>task.team_id</attr>  

I am adding Like operator in business rule input parameters as below, but somehow this is not working as expected. I need the business rule to be triggered for all the Tasks which have Task Template Id’s starting with AR_BS or CO_IP like AR_BS_XYZ, CO_IP_ABC, CO_IP_123 etc