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

When tasks are created with a commitment and then fixed to a time and date just outside of this, they remain visible until the commitment status changes to "Expired" when the commitment date and time is reached, at which point they disappear from the GANTT chart. The only way to restore them is to ensure the commitment period is extended at least until the planned time and the status remains "Active".Is it possible for the task to remain in PSO when the status changes to "Expired", or does this contradict the planning rules?

Hi All,I am facing an issue with  IFS_PSO user which is  creating records in Metrix run log with  run type as mass update not sure why records are getting creating with  old task id’s but nothing is updating on task level since those records are completed task or cancelled /new.No data sets are running related to the task to confirm something is updating by PSO broadcast and also verified all mass updated created  in fsm but could not able to identified from where this mass updated is triggering. kindly  help me to  identify  from where issue getting created.  Thanks,Durga

Hello, can you help me with translations in FSM Mobile? When you press and hold on a text field, the text options for the field are displayed. We currently use the PT-BR language, both on devices and in the user profile. On Android devices, the options are in the correct language, but on iOS devices they are displayed in English. What should be done so that the behavior of iOS is the same as that of Android (text in PT-BR)? 

Hello experts,I managed to do what was suggested by the friend in the following post:https://community.ifs.com/implementation-306/how-to-populate-dependent-dropdowns-in-fsm-fields-5568?tid=5568&fid=306I succeeded for FSM core fields. But for user_def fields I couldn't make this relationship.Am I doing something wrong or could it be a bug?Attn,

I have been advised that FSM 6 goes into extended support in January 2026 and then into restricted support in January 2029. However, I have not been given any further information on if this will incur additional fees, or what alternative products IFS have available other than IFS Cloud (which is a 7 x more expensive). Does anyone know anywhere I can find out more or know themselves?

Hi Team,Could someone please guide how we can create task level escalation.Like I am creating a task level escalation when the SLA is exceeded.Any baseline Br I can use ? Regards,Pinmaya

Env: 23R2 Request management Company business is delivery services. It is repetitive, calendar based. so, they creates recurring service programs and having cycle based schedules. Scenario:   Product 1 Product 2  Start date  Recurring schedule start date  Earlist start Latest Finish                Customer 1 2 weeks cycle  3 weeks Cycle  2025-2-12 2025-2-12 2025-2-12 8:00AM 2025-2-14 5:00PM Customer 2 1 week cycle    2025-2-12 2025-2-12 2025-2-12 8:00AM 2025-2-14 5:00PM Customer 3  1 week cycle  2 weeks cycle 2025-2-14 2025-2-14 2025-2-14 8:00AM 2025-2-14 5:00PM Customer 4 1 week cycle 2 weeks cycle  2025-2-11 2025-2-11 2025-2-11 8:00AM  2025-2-14 5:00PM                In this plan the delivery driver is having appointments on 11th,12th, 14th.Is there any screen/setting in IFS/PSO to balance his schedules automatically for each day if the driver is going on the same route and it is ok to have the

I am trying to create a lobby where list element has been taken to display all the tasks that has been dispatched.List Columns are Task ID, Task Description, Task StatusNow requirement is to add task id as hyperlink as when user click on task id then it should navigate to task screen, opening that task.Can anyone please suggest on this?

Hi Expert,I need to add newly created documentation to the Help → Documentation section in the FSM Help menu.Can anyone guide me on the feasibility of this and how I can go about doing it? Thanks!

I am working in IFS cloud aurena environment, IFSAPP user is able to see a report that my user cant see, is there anything/setup needed to view a report in Order reports. It was created after creating a report definition & rdl.

I want to add a search bar at the top of the product list screen in the mobile environment, similar to the configuration available on the customer screen. However, since the product list is a list-type screen, I am unable to add an extra field to this screen.Is there a way to add a filter or search functionality to a list-type screen? If not, is there any alternative solution to achieve this functionality?Below are screenshots of the product detail screen and customer screen for reference.Thanks in advance for your help!

Hi,We have a requirement to send multple values in an attribute in perform definition“role” : “ENGINEER, CONSULTANT”The above attribute should insert 2 records under role table, Do we need to use a hierarchical query or xml query to perform insertion 

Hi,After upgrading our environment from version 23R2 to 24R2, we can no longer see scheduling under the service and cannot navigate to PSO. Do I need to make any changes to the permission set?

Hi,Currently I’m getting the below exception while performing import/export(excel) through perform fsm mpm. Can someone suggest, how to fix the below error in FSM.  

Hi,Trying to get my head around inbound integration from a 3rd Party.I have an sample inbound message (Screen shot below) the 3rd Party can send us. I’d like to receive the data and then map it to a single custom table taking the relevant data points that have been passed.  Is that possible to do? Or would I have to create a custom table for each object i.e. carData, deviceData and then into the functions?Ideally I have data_table and column_a, column_b etc and use the mapping to obtain the data I need. Any help if anyone has done something similar would be appreciated. Cheers Ady

Hi Team, Can you suggest if we can do configurations on the additional resource screen from schedule Board. You can refer to the attachment. for example I want to show a selected list of teams only. etc. RegardsAbhishek

Hello everyone,Our customer would like to see both the name and category of an absence. Currently, absences are created as Misc Resource Allocation. I have already attempted to display this data in PSO using lists, but it is not showing up.Is there a way to achieve this, or is a solution planned for the near future?Thank you!

Hi,I am trying to configure the Primary SLA. I have configured it in the SLA template, but when I use it in the request work task, the primary option is not enabled. How can I enable the SLA as primary? 

Hi,We could find more information about the possibility of sharing one Resouce between companies and from the financial perspecting in this thread  But I have some queries when it comes to Manual/Automatic scheduling, please see the information below.Please explain the function of work task scheduling per Resource shared between companies in IFS.I have the following resource setup for two companies and relevant sites.Resource MANULK (Resoure Group is PSO_RESOURCES)Company UK site UK and 1.Company XT5 and Site 5 I also have setup this Resource as a Scheduling Resouce for both the companies and then Then I generate the working schedule for this Employee (I use shift pattern but not the HR schedule). First see the Resource Availability, note that Company and Employee details are not there I assume this becase the resouce is linked to more than one company. Then I try to allocate this Resource in the Dispatch Console. UK site is connected to Dataset “MANUAL” First thing I noted is this Res

Hi,We are facing an issue with the task date sent to PSO and its allocation. Even though the planned date of the task is set for a future date, it is getting scheduled and allocated on the current date. While we can assign a fixed date at the task level, we are generating tasks through the recurrence service program. The same issue is occurring with the SLA, as it is also taking the current date and time.For example, we want a task to be scheduled for 19-05-2025, and manually generated requests from the recurrence service program reflect the planned start and end dates as 19-05-2025. However, in PSO, it is getting assigned to a resource today. How can we restrict this? Is there a way to set a fixed start date while the task is generated using the recurrence service program?We want to see the one-month allocation for the resource in PSO. 

Is there a way to have FSM-Appointment-Booked activities in PSO labeled “Booked” or with a different color/colour to regular allocated activities? We would like to visually display which activities in PSO have been appointment booked from FSM.

Hi All,On a custom screen (Type: Standard ) with a Linked Screen configured. You get a ‘List’ button, on the bottom of the screen.However, the baseline screens of the FSM mobile app have a count included (e.g. List (2)). Which is missing on a custom screen (see image). Does someone knowns how to add the count?  

I have a Global Code that has the code value and description. I want to be able to display both the code value and description. I understand I can have 2 initiative ID fields, 1 display the code value while the other displays the description, but how would the initiative description be written to the database?Is there a way to have a field populated based on a drop down in UI Designer? 

Hi,The application and connection screens are not visible in my PSO login. What permission do I need to view the application screen and restart the service. I am currently using PSO 6.12 integrated with IFS CLOUD.

In recurring service we can generate request based on cycles. ex: Cycle 1-  4 weeks cycle, Cycle 2 - 8 weeks CycleIs there any option in PSO to cluster those request in same cycle and do allocations based on that