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

This will include questions related to FSM and PSO.

  • 2,532 Topics
  • 6,659 Replies

2532 Topics

WSHAH
Do Gooder (Customer)
WSHAHDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Error during instalation of FSM 6

Hi all, during installation of FSM i greeting mentioned belowStarting install of FSM 6 database...Parameters passed...    Oracle Instance........FSM    System/DBA User........SYSTEM    System/DBA Password....*********    Database User..........fsm    Database Password......*********    Table Tablespace.......USERS    Index Tablespace.......USERS    Datapump...............DATA_PUMP_DIRClearing old metadata...SQL*Plus: Release 12.2.0.1.0 Production on Tue Jul 19 23:07:47 2022Copyright (c) 1982, 2016, Oracle.  All rights reserved.ERROR:ORA-12504: TNS:listener was not given the SERVICE_NAME in CONNECT_DATASP2-0751: Unable to connect to Oracle.  Exiting SQL*PlusYou cannot call a method on a null-valued expression.At C:\Users\Administrator\Desktop\FSM6u14\DatabaseData\Oracle\NewInstall\FSM_Install.ps1:48 char:39+     WriteToHostAndLog "Exception Type: $($_.Exception.GetType().FullName)"+                                          ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    + CategoryInfo          : Inv

4
H
Hero (Employee)
1 year ago
Nethmi Kularathne
Hero (Employee)
Nethmi KularathneHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Is Windows11 the supported platform for FSM6 Update18

Hi Experts, Since the FSM6 Update18 has been released on 27th of May 2022, and it has already been over 6 months after Windows11's release, is Windows11 the supported platform for FSM6 Update18?Appreciate your input. Best Regards

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Nethmi Kularathne
Hero (Employee)
1 year ago
I
Do Gooder (Customer)
iumentumDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Fixing visits so they do not move during the day

Hello,We have a requirement from business that they want the visits that are fixed to time and person in PSO to never move in the GANTT-diagram as the day progresses. Today PSO will move fixed visits based on status of other activities. This makes it hard for the resources planners to follow up on the day, since things are moving around, and sometimes are moved to the next day.

4
I
Do Gooder (Customer)
2 years ago
T
Do Gooder (Customer)
TSQTINAMCFDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

UI Designer Request screen

Hi, I’m wondering if it possible to have only access to the request screen we are looking to have an engineer to access FSM app on site but to only be able to see the request screen only and have access to nothing else if this possible.I’ve currently been able to restrict him to the 1 place ID on the request screen but they still have access to other screens 

4
T
Do Gooder (Customer)
1 year ago
M
Sidekick (Partner)
MirajSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM cloud integration with azure file share

Hi Experts,I am trying to setup a file integration with FSM for the first time. The FSM app is setup as an app service in Azure. within the same resource group a storage account is created, within which a file share is setup in order to do the file integration.  with the following folder structureI now tried a basic outbound integration,When I trigger this, I run into the following error, I then tried my luck with an inbound integration by creating a monitor schedule,  ​​​​​​​Now I tried uploading a simple xml file that ought to create a request, in the specified folder​​​​​​But nothing happens, I don’t see the request getting created, nor anything in the integration log to point that this was picked up and processed up by the application.So this is where I stand now. I’m pretty sure I am doing some trivial mistake(s) as this is my first attempt at a file integration. I would greatly appreciate any help to get this off the ground​​​​​​​

4
M
Sidekick (Partner)
1 year ago
I
Sidekick (Partner)
ioannamourtzakiSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Custom tables' fields are not shown in Mobile Client

Hello all,We are facing the below problem: We have the table “TASK” and the custom table “C_CARDPHONECOMPLETIONINFO”. They have the below parent relation. The problem is that in the mobile client, in the “Mobile Designer” screen we have selected “TASK” as our primary table, we are able to see the “TASK” fields, but we cannot see the “C_CARDPHONECOMPLETIONINFO” fields.So my questions is: Do you know if we are missing any step on this action?

4
I
Sidekick (Partner)
2 years ago
S
Do Gooder (Customer)
sinybDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Editing of the Attachment Screen - Mobile App

Hi,We are currently using the OOTB Attachment Screen in the mobile application (FSM6U13). I was wondering if there is any possibilities to edit these screens? I know that I can use the designer, but as far as I can see, there is limitations regarding what to edit. In particular, what I want to achieve, is to be able to see the file name of the file attached in the DebriefTaskAttachment Screen. When opening the JPEG-file attached, I can see the file name, but not in the overview. Is there any way to solve this?

4
Mike The FSM TechnoGeek
Superhero (Employee)
2 years ago
JuniSihombing
Hero (Customer)
JuniSihombingHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Notification to Send Report

Hi all, I want to test a notification which will send report on DEV.in App Params SMTP setups on PROD and DEV are the same.Using the same app params, on PROD sending notification works, but not on DEV. Notification message is setup correctly.  Distribution list is setup correct.A notification business rule  triggers in task_event when task is completed.  Is there anything else I should change/check/connect for DEV to make it works? FSM6

4
JuniSihombing
Hero (Customer)
1 year ago
S
Do Gooder (Customer)
sinybDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Fast Mode Synchronization - Mobile APp

Hi,I read in a previous case about the feature “Fast Mode Synchronization”, which is released with FSM6 as an enhancement.My question is, where can I activate this feature? I cannot find anything in the documentation regarding this, other than in the FSM6ReleaseNotesCurrently using FSM6U13.

4
Ann Degroat
Hero (Employee)
2 years ago
B
Sidekick (Customer)
bucrobsiredSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO Add Unavailabilities in Scheduling Workspace

we are upgrading from 360 to PSO6 and cant find how to add or delete private activities in the Scheduling Workspace as we can in 360. Are we correct in thinking that this is now something that has to be performed in the Planning Workspace in Planning/Resource/Unavailabilities, or are we still able to add the unavailbilities directly into the Scheduling Workspace?thank you for your help

4
B
Sidekick (Customer)
1 year ago
M
Sidekick (Partner)
MirajSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Web client script to poll for change in the record

Hi Experts,I would like to know whether the following scenario is possible via a client script, We send an outbound integration on a particular entity with the user who created as a part of the body (ex: request_id, created_by)  At a later point another request comes in as an inbound integration (not a response to the previous one, this is a separate request) with some additional info alongwith the initially sent fields (ex: request_id, created_by). We update the additional fields on the particular entity. At this point, if the user is on the same screen on the webclient, is it possible for the user to be notified that the entity has gotten updated by the integration? I tried with an alert BR, but since these are separate processes the alert isn’t shown. I am thinking of a client script solution where we could introduce a poll on an interval to check for a change in data and show an alert based on a change. I couldn’t find a client script function which could do this kind of polling. I

4
M
Sidekick (Partner)
1 year ago
I
Sidekick (Partner)
ioannamourtzakiSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Mobile - Dropdown values are not shown in custom fields

Hello, We have the below problem in FSM Mobile: In mobile, some fields are “dropdown” type and we want to display predefined values. For example, the below field “CUSER_DEF221” needs to have some values in its dropdown, but in mobile the dropdown is empty. Screenshots below that show the steps that we have already done. The field of the custom table​​​​​​The ‘Lookups’ of this fieldThe global code table The field properties -1-The field properties -2-​​​​​​The actual field with the empty dropdownThanks a lot !! 😊

4
I
Sidekick (Partner)
1 year ago
A
Do Gooder (Partner)
ArchDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

IFS FSM Lobby Navigation dynamically

Hello Team, We are working on the lobby and looking on dynamic navigation part, Once we configure the element designer It was working fine in smart client , But in the web client its getting concordinated in the same field . Iam attaching the screenshot below,Kindly verify and advice on the same.Web client:  Smart client Thanks & Regards,Archana Srinivasan

4
A
Do Gooder (Partner)
2 years ago
T
Do Gooder (Customer)
TSQTINAMCFDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Opportunity link to task raised from

Hi,is it possible to link the opportunity from the request or task it has been raised from i’ve tried on studio but not had any luck  

4
Kasun Manuranga
Superhero (Employee)
1 year ago
E
Hero (Employee)
Erin McQuestionHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to identify the Person ID used for Authentication for an existing Integration Monitor Schedule?

How can we identify the Person ID used for Authentication for an existing Integration Monitor Schedule?  This data is not displayed in the Integration Schedule Wizard.  Where in the database can we find the Person IDs associated to the existing Monitor Schedules?

4
E
Hero (Employee)
1 year ago
C
Hero (Partner)
CKOppBoxHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM : Schedule Board : Completed Tasks not Showing

Hi All, We have the exactly same requirement as the earlier comment in different threadCompleted Task in Schedule Board | IFS CommunityCan we enable this functionality (somehow) to show Completed Tasks for atleast this week.

4
C
Hero (Partner)
1 year ago
M
Do Gooder (Customer)
m100203Do Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

lobby

 Elementary design is a part of FSM, inside the designer we have written some query and the condition is not giving the result, we need resolution from community.

4
M
Do Gooder (Customer)
1 year ago
R
Sidekick (Customer)
rifasrajaSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PM Setting start date is not matching with Planned date in maintenance Plan

I am wondering why sometimes the PM setting start date is not matching with planned date in maintenance plan.I think something went wrong on the specific PM line because others PM line in same contract created correctly.Any help would be greatly appreciated.Thanks,   

4
R
Sidekick (Customer)
1 year ago
Shneor Cheshin
Superhero (Employee)
Shneor CheshinSuperhero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Surveys Related to Person or Custom Object

Hello Community,Is there a way to have surveys available to mobile users at any time? For example related to the person record? or maybe a custom object?The use case is fatigue management.As a mobile user, I would like to report on my fatigue status. For that I need to open a survey and fill in a few questions and save the survey. This can be at any time of the day.What is the best solution here? Cheers! 

4
C
Sidekick (Customer)
1 year ago
C
Sidekick (Customer)
csandersSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Mobile - Adding fields.

What determines which tables I can add fields from for a mobile screen?For Example:  I’d like to add a field from the Part table to the job list screen, but part is not a table I can add fields from on that screen.  My choices are Address, Contact, Place, Product, Request and Task.I should be able to link to the part table from the product table with Product.Part_ID = Part.Part_ID Thanks.

4
C
Sidekick (Customer)
2 years ago
B
Do Gooder (Partner)
Bernardo.mouraDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO - Resource Rest API

Hello Community, We are trying to get the Resource in PSO using REST API. However, we are getting a "Could not connect" error. What permissions do we need to have to be able to do this GET: [host]/IFSSchedulingRESTfulGateway/api/v1/scheduling/resource? Also, is there a way to update the PSO resource via REST API? In the following link only the GET documentation is available: [host]/IFSSchedulingRESTfulGateway/swagger/ui/index.html Thanks, Bernardo Moura 

4
AdrianEgley
Hero (Customer)
1 year ago
A
Do Gooder (Customer)
AngeloPavDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Syncing of FSM6u16 with locked Android Device

Hi there, It was brought to my attention from our Field Engineers that FSM Mobile Version FSM6u16 does not sync when the Android Device (using Samsung Galaxy Tab Active3) running Android 12.  Is there a work around for this? Our Techs work out of data coverage as are underground. They add lots of Notes and Attachments whilst not having data. The device in most cases will screen lock before they are in coverage. This potentially causes issues as the data is not sync’d even though they are now in coverage.  Has anyone experienced this and can suggest a solution? Thanks, 

4
A
Do Gooder (Customer)
1 year ago
H
Do Gooder (Customer)
hwilkieDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Equipment Object Parent Object-ID

I have an Object-ID which is nested below two layers of Object-IDS i.e Customer Name > Plant Room > Piece of Equipment I want a custom field against the 2nd & 3rd level object-id that will show the top level object-id number. There is already a field called ‘Superior Object’, however, this only shows one level above. This would work find for anything at the 2nd level, but not for anything at the 3rd level. I was trying to find an API that would pick up top_level_parent (similar to what you can do for work order structure) but to no avail.

4
FrancisN
Do Gooder (Partner)
1 year ago
H
Hero (Employee)
Hasara DinuHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Inbound integration - table key returns not working

Hi Experts,This is related to the same question below raised by a community member. Inbound integration -Table key returns is not working | IFS CommunityThere is a requirement to send the keys to the outer system with the inbound response.→ Inbound request→ Create response with the keyI have tried to achieve this using the ‘Table key returns’ option in xml map.(As shown in the below screenshot )  Postman requestPostman responseBut the response doesn’t have the Task ID information.Am I missing something here? Thanks and regards,Hasara

4
Saranga Amaraweera
Superhero
1 year ago
I
Sidekick (Partner)
ioannamourtzakiSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM - Field values in custom debrief screens

Hello all!! Regarding the workflow, when we assign a task in the technician in the back office, in the DebriefOverview (OOTB screen) the ‘task_type’ field is shown with its value. (as shown below)But in the custom screen DebriefRPMInterface the task type value is not shown. The properties of the task_type are the same in both screens. We know that we should create a script for the ‘where clause’ section in order to sync the screens with the task id, but we are not sure about the exactly script structure.  Thank you in advance!    

4
Anjula Priyanath
Superhero (Employee)
1 year ago

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