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

This will include questions related to FSM and PSO.

  • 2,536 Topics
  • 6,676 Replies

2536 Topics

G
Sidekick (Partner)
gtzortzidSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 6.20 UI Designer Primary Table Constraints

Hello, I am trying to connect two constraints with logical AND operator, I want both constraints to be true. Is there any way to implement this? Please provide your inputs..  Kind Regards

1
SAMLK
Hero (Partner)
11 months ago
S
Do Gooder (Customer)
sinybDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Date format on Additional attributes - PSO

Hi,We are currently using the Additional Attributes in the FSM-PSO integration, in FSM6. We are transferring some date fields from FSM and PSO, but these are not treated as date fields in PSO. When sorting on these columns, it is sorted as this: Is there any way to format these fields to a date field? I have seen the documentation, which only suggests formating of numbers, which won’t help us in this case.

1
Ruchira Jayasinghe
Hero (Employee)
2 years ago
R
Sidekick
RamyaSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Default Currency

Hi, Can anyone Please tell me how can we set default currency in FSM. A sample data will be very helpful. Thanks,Ramya 

1
S
Hero (Employee)
3 years 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
Ann Degroat
Hero (Employee)
Ann DegroatHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Anonymize the data

The customer has Migrated Some Real Data in Dev Environment and is looking for a way to anonymize the data. Since this is a standard request in Eurpean Region but not for FSM, we are looking for a Script that can be used in Cloud Environment to anonymizethe Data.

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

FSM-Reports

When i am trying to print a custom SSRS report from FSM Reports screen it is redirecting me to the Web browser where it is not printing. I want to print that report within FSM report window.Some application parameter i need to check for this in APP PARAMS, Can somebody please tell how i can fix this. Remember i can print baseline reports within my FSM Reporting window.    

1
Phil Lamerton
Superhero (Employee)
3 years ago
S
Do Gooder
seedaDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Generate xml with out outbound and capture

Is there anything we can generate xml using XMLmaps and capture the xml message without sending to outbound system ?. business purposes : we wanted to use this xml for creation another entity record with similar date using one entity use this xml to send sync response with customized perform definition.

4
S
Do Gooder
1 year ago
M
Do Gooder (Partner)
MarcoZebraDo Gooder (Partner)
posted in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Zebra Partner Manager for IFS

Hi IFS Team I am Marco Politi, I work for Zebra and we are global partners. I’m your IFS dedicated partner manager, and currently working with your local teams across EMEA to give the best support on the successful implementation of hardware and your IFS software.  IFS product teams and Zebra work together to test and validate Zebras enterprise mobile phones and tablets with IFS applications If you’re not familiar with Zebra we are the leader in mobile Android and Windows devices designed for field service, plant floor, warehousing. We provide IFS applications FSM, WMO, MRO mobile users with unprecedented up time and local hardware support.    if you need any help or simply would like to know more about this global collaboration, just let me know and I’ll be happy to go through a presentation. Regards Marco PolitiPartner Managermarco.politi@zebra.com

0
M
Do Gooder (Partner)
2 years ago
C
Hero (Partner)
CKOppBoxHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM : UI Designer : Child Relation Editor

Hi Team,Is there any option to create a child relation between different data types like Decimal & String by converting decimal value to string value. TASK.TASK_ID is Decimal & METRIX_AUDIT.KEY_COL_VALUE01 is String 256 

3
R
Hero (Employee)
1 year ago
H
Sidekick (Customer)
Heraghty123Sidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Exception "the current plan does not schedule this activity"

Where can I find more information about this Exception? I believe it is causing unwarted removal / exclusion from PSOIt is appearing on tasks which should remain in PSO, they were scheduled via Book Appointment  

6
H
Sidekick (Customer)
1 year ago
C
Do Gooder (Partner)
ClementDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 6.5 Task Status Flow Disable for Smart Client

Hi Everybody,   As mentioned in the release note of FSM 6.5 Task Status Flow is now available on the smart client as well.   How can I disable that to make it available only in the mobile? Like it was before.   Regards, Clement Guirard

1
C
Hero (Employee)
3 years ago
M
Sidekick (Customer)
MartinFSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM UI Desginer Default Field Value Based Upon Otheer Field

In the UI Designer, how can i make a field default to the value of another field. i.e. on the Project Screen i want field PERSON_ID_OWNER to default to CREATED_BY, i have putting the field path in the default value field but it just prints the path and not the value? its important that it populates as soon as they hit the ‘New’ button so that they onlty need to change it if it needs to be a different value

3
Atheeq Maharoof
Superhero (Employee)
2 years ago
S
Do Gooder (Partner)
ShashankDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Send To Monitor XML

As per the requirement In the Requisition page when the Wanted by Date is greater than the System date and time then the message text in the notification message need’s to be sent to the mail id’s present in the distribution list. This can be achieved by the XML Business Rule with the <Perform_send_to_monitor> .So I require some references from any one about this requirement.Attached images below for reference.       Thanks,M P Shashank

0
S
Do Gooder (Partner)
2 years ago
PinmayaK
Sidekick (Partner)
PinmayaKSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM-Default Pop Up Blocking

Can Someone tell how we can block the default pop up which is being occurred by the customized client script(baseline client script also),if we apply that script to any screen. Like in this screenshot i have applied one client script to work order screen(Request screen).Functionality wise the script is working fine but the default pop up is coming.i just want to block that pop up.How can i do that?  

6
PinmayaK
Sidekick (Partner)
3 years ago
H
Hero (Employee)
Hasara DinuHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Restful API to retrieve Resource/Shift information(PSO)

Hi All,There is a requirement to Extract roster/shift data from PSO and update the FSM shift table.(Roster must be planned in PSO. If roster is planned in PSO, shift data will be limited to PSO. But there is requirement that shift data must be available in FSM side)For this, I have tried to use the existing methods in ThreesixtyIntegrationmanager and Threesixty communicationmanager.(These classes provide the PSO connection, token authorization and etc).But as per my knowledge, I couldn’t find any relevant methods for the above functionality from the above mentioned classes. Is there a way to achieve this using the existing methods?If not, what are the alternate ways to get them? Use Restful API?Are there any example codes that I can refer about how to establish the connection to PSO using Restful API? (I have seen that there are some examples for this with the use of POST MAN. But my requirement is to implement customization.)I would really appreciate your valuable inputs on this.Thank

2
Saranga Amaraweera
Superhero
2 years ago
A
Sidekick (Customer)
ATZSUMITSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Lobby | Element background color | How to set different background color

For the element design we want to have 2 different color for index one color and for list different color . Is this possible in the element designer ?

1
Atheeq Maharoof
Superhero (Employee)
2 years ago
C
Sidekick (Customer)
csandersSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Client Report Default Filename

Hello,Is there a way to specify a default filename when printing client reports? (FSM 6.5)When we use the print button we see a preview of the PDF version of the report and the default file name will be something like: REQUESTS_SERV_67c439a7-e9fc-413d-8d4c-44879a55ff4e.pdfI’d like to change that name, or at least remove all the extra stuff so we get REQUESTS_SERV.pdf to match the rdlc file name.  Ideally we could append the request ID, or some other useful value. Is this possible? Thanks!

2
C
Sidekick (Customer)
2 years ago
T
Do Gooder (Customer)
TDCMANIRULDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Conditional expressions in Value type Business Rule

Hi, I am trying to implement a conditional expression for a value type Business rule. My condition is belowTDC_TASK_EXT.USER_DEF103 IS NULL?1100:C_JOB_CODE.BASE_VALUEIf the value for TDC_TASK_EXT.USER_DEF103 is Null, it should set the value for TASK.USER_DEF_NUM2 as 1100 and if Not Null, it should set the value of C_JOB_CODE.BASE_VALUE.But it is always setting the value as 1100. So it seems that Boolean result for highlighted (in yellow) condition is always being true.Could someone help me understand what I am doing wrong here?

1
Mike The FSM TechnoGeek
Superhero (Employee)
2 years ago
E
Do Gooder (Customer)
ejbakkenDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Extract - HTTP with authentication

I’m using the extract functionality in FSM (version 6.6) to post table updates to an HTTP endpoint. This works as expected when using an unauthenticated endpoint. I simply specify the endpoint in the “Extract Address” field and the updates post successfully.How can I use an authenticated HTTP endpoint (basic authentication) to post extracts?

2
E
Do Gooder (Customer)
2 years ago
M
Do Gooder (Partner)
Mohammed_JavedDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Import/Export Button on Custom Screen

I have created a custom screen and want to have Import/Export button on the screen to import data on the custom table. There is an import/export button in business rules screen(for reference). I want to trigger existing import/export functionality from my custom screen. The button has to be at the top right corner of the screen beside Save button. Can anyone please help me on this?

1
Lee Pinchbeck
Ultimate Hero
1 year ago
M
Do Gooder
manikandanDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Value BRs for Extension Tables

I have a product table and Product extension table. i am trying to create a value BR to update the extension table based on Product table field change. My Primary table for BR is Product but i am getting “Data member specified by USER_DEF26 cannot be found.” error. can any one advise how to create a value BR for extension table

7
Saranga Amaraweera
Superhero
2 years ago
N
Do Gooder (Customer)
ntran2022Do Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Skills

Hello,I have a question in regards to logic behind FSM skills.In FSM, when scheduling a task through the Book Appointment process, the system ensures that the resource that gets committed to the task, has the required skills to perform the task.Sometimes it is necessary to skip the Book Appointment process and instead, manually assign or commit a technician to a task.  How can we have FSM prevent the user from manually assigning (committing) a technician that doesn't have the required skill or their skill has expired?

1
Bhanuka Abeygoonawardana
Hero (Employee)
1 year ago
athobie
Sidekick (Partner)
athobieSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

QUOTE ON FSM mobile

Hi,I would like that a technician could do quotes on FSM mobile. We have a menu “Quotes”, but what are the settings required  to allow a tech create a quote / delete a quote on FSM mobile ?On the standard screen, i have the menu, but it seems I’m not allow to create a quote. Do we have to add some functions in the Tech role ? or something else ?Thanks and Regards 

7
athobie
Sidekick (Partner)
2 years ago
athobie
Sidekick (Partner)
athobieSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM : RMA and Access Group

Hi, On the Business rule transaction, if we make a search with %Access% (see below), it seems that we don’t have standard rule for access_group and RMA.1/ is it correct ? are Request/RMA stored in the same table and the rule 67 works for both RMA and Request ?Going Forward, in the RMA transaction (Detail tab) it seems that we don’t have a field access group like we have in a request. is it correct ?2/ Could you tell us why we don’ have this field in the main/detail tab  in the RMA (like we have for ECO or Request) ? 3/ On the RMA transaction, it seems that “RMA type” is linked to the global table “Req_type” . if it’s correct ? if yes,  How can we filter this table in the RMA screen to only display “Req_type” that are relevant for RMA.A RMA could be created without a previous request (if the customer make a return directly in the repair center) and in an organization, we could have some repair centers. According to this organization we need to separate data by access group for all repai

2
athobie
Sidekick (Partner)
3 years ago
A
Sidekick
AsterixSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Need help - on component repair job completion FSM

In RMA task, trying to check “ready to ship”  checkbox and save, but getting an error “Parent unit cannot be marked for shipment when component repairs are in-process”.    Component repair task is already maked (task_status) as completed after swap.Please advise, what is missing?

3
Lee Pinchbeck
Ultimate Hero
3 years ago

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