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

This will include questions related to FSM and PSO.

  • 2,531 Topics
  • 6,658 Replies

2531 Topics

A
Sidekick (Customer)
anushakhSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Work order planning gantt

Is there a way to add columns in work order planning gantt? Right now, I see only 2 columns  Can it be customized?

3
A
Sidekick (Customer)
8 months ago
H
Sidekick (Customer)
HDZRISHABHSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Filtering technician based on competency

Hi,while assigning task using option Assign work can we filter associate using competency? or can we add custom field here as this screen is a virtual one. 

2
H
Sidekick (Customer)
8 months ago
E
Sidekick (Customer)
etmshiySidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Adding additional column in Resources planner

Hi All,Is it possible to add a column of Division in Resource Planner screen where i have highlighted in yellow Colour. Regards,Shiyaz

5
Alexander Heinze
Superhero (Employee)
7 days ago
B
Hero (Customer)
BrianGHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FIELD-BASED MOBILE EXTRACT RESTRICTIONS

In FSM6 Update 25, a new enhancement has been added to reduce the messages being extracted between FSM Server and Mobile.  What is the logic that determines “If an update message from FSM Server is not relevant to any of the fields used in FSM Mobile designs?”The name of the new app param indicates that the logic may only be checking if a field exists on a screen in the mobile client.  What about other field changes that are not on a screen but are used in logic to determine behavior?  For example, a client script could select user_def25 from the mobile database, but if that field is not on a screen, an update on the server will not be sent down to mobile.

3
B
Hero (Customer)
8 months ago
C
Sidekick (Partner)
CurJulieTSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to set up commit rules in PSO when NOT using SDS

Hi,  We are setting ups PSO for Apps 10, for the first time and are struggling with the commit rules. We do not use SDS, but would like for the first task to commit to the user automatically. Can anyone point me in the direction of where to set this up?

2
C
Sidekick (Partner)
8 months ago
N
Do Gooder (Employee)
nurtlkDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Parameter from a FSM lobby to a Cloud page

Hi, I need to implement a lobby in FSM which navigates to a cloud page and need to pass the place_id(stored in the database) as a parameter.  please advise on how we can add a parameter to a URL in a lobby in FSM.The link to the cloud page that we need to access(parameter is highlighted): https://tracker-cfg.ifs.cloud/main/ifsapplications/web/page/CustomerInvoiceAnalysis/Form;$filter=%28Identity%20eq%20'CMWCUS001'%29 Thank you.

1
S
Do Gooder (Employee)
8 months ago
H
Sidekick (Customer)
HDZRISHABHSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

adding attribute in card of gantt. chart

Hi,We want to add custom attribute Resource ID{with name} in card of gantt. chart but we can not find the entity neither we can find the predefined attribute in content section. Is there a way to do so? 

0
H
Sidekick (Customer)
8 months ago
A
Do Gooder (Partner)
ankit.singhDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Release Notes of FSM6 Update 25

When will we expect to recieve the Release Notes of FSM6 Update25?

3
Shneor Cheshin
Superhero (Employee)
8 months ago
M
Do Gooder (Customer)
mknchambersDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Smart Client Integrated silent install with options /switches

Good afternoon, Is there a way to install the FSM Smart Client integrated install as a silent install with command line switches to define the Product type and the product name like below. We are trying to automate the installation of the client for users after an upcoming upgrade and want to be able to have users select dev, qas, sbx or prd environments in the dropdown. We have figured out the placement of the file for the metrixendpoints.xml file after the install, but want to push the client install to 50+ users and don’t want to have to touch and interact with every install on every client. Anybody else run into this? Thanks in advance.  

1
roklde
Superhero (Employee)
8 months ago
H
Sidekick (Customer)
HDZRISHABHSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

create hierarchy in work order planning chart

Hi,How can we create an extra hierarchy which is based on type of work Ex{software,mechanical} in the following screen on {yellow part highlighted} 

0
H
Sidekick (Customer)
8 months ago
S
Do Gooder (Customer)
StejonatLDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

LaunchBrowser in Client Script for Mobile

Good Day All, This question is regarding the LaunchBrowser function in client script. I am using this client script in Mobile. when launching the browser with appended text for example:var url =“www.google.com” + “?”;)launchBrowser(url); the result output is www.google.com/?Am I able to have the output without the slash? so that result output is www.google.com?

4
S
Do Gooder (Customer)
8 months ago
J
Sidekick (Customer)
JonWosterSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Ability to upload shifts, resource schedules

We use FSM 6.21 and PSO 6.11. Currently, we need to use the PSO resource planner to setup rotas designate which resource will be working which shift.Is there anyway to upload shifts from a spreadsheet type of format? If not today, is that on the roadmap?

8
Alexander Heinze
Superhero (Employee)
7 months ago
S
Sidekick (Employee)
ShobanaSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Difference between Stock_bin and Stock_bin_table

Hi Experts , What is the difference between Stock_Bin and Stock_bin_table?Thanks and Regards Shobana

2
S
Sidekick (Employee)
8 months ago
C
Do Gooder (Customer)
cclooklookDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Is it possible to manipulate "Choose New Status" dialog value based on some value of the task?

Is it possible to control the possible value displayed in “Choose New Status” dialog based on the value of some task’s field?E.g., Show “Accepted” when the Plan Start of task is empty and “Booked” when Plan Start field is populated. Thanks and best regards,Beng Suang   

7
C
Do Gooder (Customer)
8 months ago
R
Sidekick
Rajasekharp45Sidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Broadcast manager

Team,Can anyone advise whats the importance/business use case of The Broadcast manager which can be configured to post data out from PSO to a external RESTful endpoint?  Anyone used it to post data external system ?  Please let me know how we can use it apart from PSO RESTFul gateway.

1
tomgreenwood
Superhero (Employee)
6 months ago
D
Do Gooder (Customer)
Dean OCDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to convert an inbound array into a single string?

I am seeking to receive an array from our customer’s system and convert it into a single string that we can add as a note.They are sending the below in the body of their message: "request": {"site_id": "0085","template_id": "1533","cross_reference_id": "RTS-326","po": "RTS-326","priority": "","part_id": ["00DN001","00L8367","01L1646","011545A","01L1647"],"long_description": "Testing scanner order"}When reviewing the transaction logs, I can see that all 5 parts were interpreted in the system but only the first part_id, 00DN001, populates in the notes.<request>  <site_id>0085</site_id>  <template_id>1533</template_id>  <cross_reference_id>RTS-326</cross_reference_id>  <po>RTS-326</po>  <priority>  </priority>  <part_id>00DN001</part_id>  <part_id>00L8367</part_id>  <part_id>01L1646</part_id>  <part_id>011545A</part_id>  <part_id>01L1647</part_id>  <long_descrip

3
D
Do Gooder (Customer)
8 months ago
L
Sidekick (Employee)
Leibnitz GermanioSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO Is not Automatically Runing System Task

Hello friends, hope everyone is well,We create a StopPSO-Cut attribute and place it on the job codes that we want removed from the technician's timeline (PSO Pic))We waited 5 min and it only worked when we forced it manually: (PSO Pic 1)Whenever we do this manually, it is reflected in System TasksWe then configured “ System Tasks – Schedule “ to auto update every 1 minute. The “Run History” shows the routine was run but it did not not update the PSO: PSO Pic (2)Why is not MWM configuration working automatically the same it is working manually?

0
L
Sidekick (Employee)
9 months ago
N
Do Gooder (Partner)
NandanMishraDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Global search ~ backend Query

Hi Team, We are looking for the query that is associated with Global search bar present in the request screen, so that we can have details of the field that we can search in the global search bar. I appreciate your quick response! Thanks in advance! Regards,Nandan Mishra

1
roklde
Superhero (Employee)
9 months ago
T
Do Gooder (Customer)
TDCKENTFSMDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO 6.11.0.11 Resource Planner - write protect a single field

We use groups to manage view, edit and or delete at several screens.We now need to write protect a single field - marked with a blue square.In the group for the roles there only are allowed to read, we can’t find that field specific, as it is all Shift Details or nothing.Has anyone found another way to solved issues like this?   

1
R
Hero (Employee)
8 months ago
T
Do Gooder (Customer)
TDCKENTFSMDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO 6.11.0.11 map showing me GPS FIX

Our end-user ask if it is possible to remove GPS fixes in the Mapping workspace.I have being looking through Groups for a setting.I have being looking through parameters for a setting.There is nothing at tool tip for Scheduling/mapI can't find anything there indicate that this "GPS FIX" could be change or removed.Look at the attached screen dump for how many times this occurred and that is blocking the user for easy to go the resource at that screen. 

1
R
Hero (Employee)
8 months ago
H
Do Gooder (Partner)
HannMatDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO Assigning Tasks During Leave Period

Good day We have a situation where leave (Unavailability) was captured for a Resource on PSO under Resource Planner. The time period for the leave was 19 July 2023 12AM to 24 July 2023 7AM. The issue is that PSO assigned a task to this Resource on leave at 19:26 PM on 23 July 2023. As far as I understood, this is supposed to be impossible. Please advise of any solutions and/or causes to this issue, and where I might investigate, as there seems to be no problem with how the commit rules were set up.

2
H
Do Gooder (Partner)
9 months ago
N
Do Gooder (Employee)
Nethli DahanayakeDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to perform DB Clone using the provided .BAK file?

I am an undergraduate trainee systems engineer at IFS & new to these things. Can someone help me with the steps to perform the cloning process & the things we should consider before performing cloning?

4
N
Do Gooder (Employee)
9 months ago
M
Sidekick (Customer)
meshfemiSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to change customer Owned” status in IEE

Hi Community,Would anyone know if there is a way to change the “customer Owned” status?  It should not be, it should be a stock item.  I returned a panel to stock and apparently got click happy and made a huge mess.  I cannot issue the part now to a task because it is “Customer Owned”I need to change that status so I can issue it and fix the transaction. Any contribution would be greatly appreciated. Thanks Mesh Screenshot of the issue   

5
M
Sidekick (Customer)
8 months ago
P
Do Gooder (Partner)
PREETHI_ADo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Error

Why this error occurs in FSM?“Product Id already exits”Is this a Baseline error? 

2
Shneor Cheshin
Superhero (Employee)
9 months ago
Q
Sidekick (Customer)
qquacSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Flashlight disabled when scanning barcodes ios mobile

We are unable to use the camera flashlight feature in ios when scanning barcodes in version 6.7  Does anyone know if this problem is fixed in a later build?

1
Aaron.Sleight
Hero (Employee)
4 months ago

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