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

FbarreiroDo Gooder (Employee)

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

FSM 6 - Person - How to avoid registering duplicate Social Security Number ?

Would anyone know how to check when registering the social security number (person.social_security_number) if it is already registered in the system?How to avoid duplicating the social security number from another person on a new registration?

363

10 months ago

Hushan HasarelHero (Employee)

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

FSM Webclient & Web client Portals show Http 500 error but smart client works

Hi Experts, I’ve come across an issue where customer is having problems with Web client and Tech portal (It’s the only web client portal they use) and it is showing Http 500 error. Customer has FSM6U9 and they have implemented this on a new server for UAT testing.We have confirmed that they have installed “dotnet-hosting-3.1.12-win.exe” and other runtimes. We have checked if there are any IIS errors on the Windows event viewer and there aren’t any. Problem is ,even when we try to access web client from IIS manager itself using browse application option, it still shows this Http 500 error which means localhost doesn’t work for any web client. However their smart client is working fine.What are the possible causes for this ? What needs to be checked further ? Quick reply would be much appreciated. Thanks in advance !!!

3073

10 months ago

ChingLSidekick (Employee)

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

FSM:Is it possible to configure a custom field in a custom screen without utilizing the "is unique" checkbox, business rules (BR), or client scripts?

Hello, I have two custom tables in a custom screen (Preferred Technician) that I will use for recording clients' technician preferences.Custom Table A – ParentCustom Table B – Child A custom global code table – Technician Ranking (1-5)Scenario:In the custom screen (Preferred Technician), In the header (Table A will be used here), I have, for example, the "Set#", "Product Family", and "Client ID" fields. I can select the product family and client ID, then click SAVE, and a Preferred Technician Set will be created.I will then go to the Preferred TECH to add the preferred Technician for this Set#. All the preferred Tech lines will be saved in Table B. Each Set# can have max five preferred technicians, and these technicians should be ranked.The same technician cannot be reused within the same Set#, nor can the ranking number be reused. Therefore, I cannot set the Ranking field to "is unique" in Table B, as it would prevent reuse of the same ranking number in other sets. I have tried the "i

1094

10 months ago

KAMANUKSidekick (Partner)

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

PSO-Schedule dispatch service

Hi Experts,Documents says, The Schedule Dispatch Service only makes suggestions of which activities should be committed: it does not actually commit them. This allows the external application to present these suggestions to a user for approval, if desired, or alternatively, to automatically accept them. I would like to know how it happens exactly, does that mean DSP would create an output xml? if so what sort of information would be there. Could I have an example XML such to see the format?I would like to use those suggestions and make the commitment in PSO accordingly but I am bit counfused on how it would identified by the External FSM system and how to send back the xml back to PSO asking to commit the activities. Please help to understand how exacly DPS work on this matter? (Assume we have setup Commit Rules in PSO) Thank you in advance,KM

801

10 months ago

Matheus.AvanceraDo Gooder (Partner)

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

FSM Webclient issue: A125: No license information was found for the user

I am getting the following error while connecting to webclient. A125: No license information was found for the user. I am doing a fresh application installation. Any idea how this can be fixed?

8410

10 months ago

Maikol GerominDo Gooder (Customer)

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

Behavior of search variable "today" when app param SHOW_SERVER_TIME_ONLY = Y

Currently our app param SHOW_SERVER_TIME_ONLY is set to "Y" because since our users are placed and often travel all around the world, we realized it's easier for them to set a time in the application --for instance, the beginning of a labor entry on some day at 08:00 AM, because the technician started working at 8:00 local time in his current working location--, that then will be saved as 08:00 AM UTC time in the server, and then other users from any other part of the world would conveniently see "8:00 AM" in the application.Let's consider a scenario where I'm searching for labor entries filtering the start datetime using the ">today" filter. The documentation states that the search variable "today" means "the current date with a time of 00:00", without specifying if "00:00" is in my local time zone or in UTC. Currently, regardless of the value of SHOW_SERVER_TIME_ONLY, the filter "today" works depending on my current time zone. For example, if I'm currently in the time zone UTC -07

822

10 months ago

etmshiySidekick (Customer)

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

Copying Shift Patterns

Hi Team,Is there any possibility to copy Shift Categories, Shift Template Sets & Shift Templates from one dataset to another dataset. Regards,Shiyaz

459

10 months ago

Eleazar_AyaviriCarrilloSidekick (Partner)

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

PSO Swagger + Authentication

Hello to the community,I’m new with IFS and I’m having difficulties. Where I can find the API List for PSO? I would like to send data to PSO (minimum scheduling data) and also retrieved the result.I succesfully authenticated in IFS Cloud, but not for PSO. I’m sure that something simpleFor PSO I followed the guide based on UserName and Password (User who logs into the PSO app).URL - Where I can find the accountId? I left Default.The Gateway is all granted for the user. Do I missing some other authorizations? Thank you

2028

10 months ago

ERCKOMALKDo Gooder (Partner)

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

FSM Webclient issue: A125: No license information was found for the user

Hi All, I am getting the following error while connecting to webclient. A125: No license information was found for the user. I am doing a fresh application installation. Any idea how this can be fixed?

754

10 months ago

hmccabeSidekick (Customer)

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

Change part serial position to unlocated

What options are there to change the current position of a part serial to “Unlocated”? Is it completely controlled by actions taken in the system? Can it be modified manually? thanks!

412

10 months ago

TSQTINAMCFDo Gooder (Customer)

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

FSM Contract ID Missing from Place Products screen

Hi, Any idea’s why or contract ID Hyperlink has just stopped working IE product ID 17838 should show S1MC457 against and its just stopped

357

10 months ago

ERCEUPENSIDo Gooder (Customer)

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

how to exclude selected data set from "All Datasets" option in scheduling app param

how to exclude selected data set from "All Datasets" option in scheduling app param, we have 50 dataset we want to exclude one data set from "All Datasets" while defining scheduling app parameter.

333

10 months ago

Dekforce94Do Gooder (Customer)

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

customer order alarm

In my customer order, when I click the tab “alarm” I see numerous lines that have a “time” alarm but do not know how to get rid of them. I know I can “acknowledge” them but how do you get them to completely go away?

281

11 months ago

MirajSidekick (Partner)

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

How to filter datetime field by only date?

Hi Experts,We need to filter the tasks by the plan_start_dttm and by only using the date part. This field is a datetime field with a mask type of datetime. Now the problem is we are not able to do that easily,ex: On the web client, Nothing gets fetched since it’s trying to match the exact time as well.One way to do this is to have an expression, But this is clearly not user friendly.Another option would be to use a view and create a field that filters only with the date, and set this view field against the search section of the screen. But this is extra work.Is there any easy solution for this?(Let’s assume that changing the field mask on the metadata level to “dateonly” is not an option)

1372

11 months ago

RTGAKHILADo Gooder (Customer)

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

Can we use the same rdlc file to get different pdf representation and excel representation

For example, I need the column to be grouped by its name, resulting in the merging of cells in that particular column in the PDF, while the Excel output should remain unaffected. This should be achieved using the same RDLC file for report generation in Visual Studio.Is there a specific setting to accomplish this?

411

11 months ago

SowmiyaSidekick (Partner)

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

pso

Hi,Object Deletion can be performed only for scheduling data?

526

11 months ago

TatKkkkkRDo Gooder

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

Duplication of part disposition created in FSM

Please let me know, whether there are any automatic mechanism for creating part disposition, in our case in mobile created one part disposition but in FSM after some time part disposition duplication created even task is not completed. Note: while duplication creation of part disposition, from mobile part disposition record not synched with DB, it was waiting or ready. Addition Info:Custom client script is not written for inserting the part disposition in mobile.

341

11 months ago

Iulia PetrinSidekick (Partner)

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

Earliest Start - Request Work Task

Hello,I was testing the new release and I have seen this new field Earliest Start. Does anyone know when or if it is triggered by something in particular? I know I can add a time and date manually, but I was wondering if it’s also filled in automatically. Thank you very much,Iulia

212

11 months ago

mtocaSidekick (Partner)

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

Send Dataset load - Duplicate Key error in Background Jobs

Hi,So I noticed this error when trying to send a dataset load manually from IFS Cloud to PSO: I would have to delete certain Location Region records beforehand to be able to manually send a load successfully. Is there a way to manually send a load successfully without having to delete the Location Region records? Thanks in advance!

643

11 months ago

bhhelkDo Gooder (Employee)

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

Personalize the Schedule Board Screen View

Is it possible to personalize the schedule board screen view in FSM6 Smart client. For example, instead of having the schedule board and the task list sections in two rows, put them in two columns.If yes how can we configure this?

220

11 months ago

AnupamaHNSidekick (Partner)

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

Team members not shown on the schedule board

Hi FSM experts,I’m having an issue where the team members for certain teams does not appear on the schedule boardPlease refer the below screenshotsSchedule board:No members shown uner the team 1308609team setup:Parent team setup:Note: team structure is shown prperly on the schedule board Appreciate your help on this Kind regards,Anupama Nagahawatta

180

11 months ago

LeeTDo Gooder (Customer)

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

ERROR: Column 'rendered_as_string' does not belong to table metrix_report_parameters_view

In DEV we have recently updated FSM from 6.22 to 6.26 and are now getting the following error when I try to click on the hyperlink on the report screen.

472

11 months ago

hmccabeSidekick (Customer)

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

Mass move of serial objects.

In Cloud, is there a way to move a group of serial objects that belong to the same functional object to a new functional object as well as:Replace the current party assigned to the serial objects with the part assigned to the new functional object. Change the Owner on the serial objects/part serials to be the party assigned to the new functional object?

190

11 months ago

mkozlowskiDo Gooder (Customer)

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

Cloud - Work Task(s) Edit Report Time Page

I need to make changes to some of the fields in the Report Time page in Cloud and can not locate it in the page designer. Can someone advise me of it’s location? Thank you.Maintenance>Work Management>Preparation and Planning>Work TasksMaintenance>Work Management>Preparation and Planning>Work Task

462

11 months ago

elenpelDo Gooder (Partner)

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

Adjusting Task Allocation Frequency in DSE

Hello all!We have observed that the DSE frequently changes the tasks’ allocation to new resources, occurring every 2-3 minutes. So, we want to set a lower allocation frequency.Is there a way to configure the DSE to adjust the allocation process to occur at a lower frequency, say every 10 or 20 minutes? Are there any additional configurations or adjustments that can be made to achieve a lower allocation frequency?If anyone has experience or knowledge in this area, your guidance would be highly valuable. Thank you in advance for your assistance and expertise!

945

11 months ago

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

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