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

This will include questions related to FSM and PSO.

  • 2,580 Topics
  • 6,792 Replies

2580 Topics

B
Sidekick (Employee)
buddhimaSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Field values disappear upon save

Hi experts, I am facing an issue where once an attachment is selected from the Request screen, the file path, name, description disappears after clicking the “Save” button. The values are passed to the DB as well. This is what it should look like: How can I fix this?

2
SAMLK
Hero (Partner)
9 months ago
Q
Sidekick (Customer)
qquacSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Real Time Health Check

Has anyone implemented a way to view the health of IFS FSM in real time? I.E they go to an intranet site and it will display either green for good, or red for bad?

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

Row limit within the tab

Hi Experts, I want to modify the Row limit within the tab.Refer the below example. In this example, only 1000 products will display within the tab→ table. But I need to display more than 1000 records here. I don’t want to use the app param = ROW_LIMIT in this case as it will impact whole application.  I know that we can use the max_rows option in the screen level. But how to modify the row limit within the tab level?Thanks,Hasara

4
H
Sidekick (Customer)
9 months ago
D
Do Gooder (Customer)
Deepali JainDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Mobile - Filter and Sort option on screens

We want to add a filter and sort functionality in Mobile Device (iOS). We get the 2 statements from the previous entries:1. Says yes, we can do that : (community link below)  2.Says no, there is no such functionality which we can config.: (community link below) May, we know the official statement or comment on this topic? If possible, could you please inform us about the necessary steps how we can add the sort or filter option in any screen on mobile device? BR, Deepali Jain

3
Shneor Cheshin
Superhero (Employee)
9 months ago
R
Sidekick
Rajasekharp45Sidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO REST API Swagger 2.0

Hi Community, Can anyone here having Swagger 2.0  for ../../IFSSchedulingRESTfulGateway/swagger/v1/swagger.json  ?  to share here as I am getting OpenAPI 3.0,  but I will need Swagger 2.0 of the same.

1
R
Sidekick
9 months ago
R
Sidekick
Rajasekharp45Sidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Initial Data load on to PSO

Team, We are newly building a project on IFS PSO , Can anyone please advise how to do the initial data load ? is it through XML file loading on to Workbench or through REST API gateway? Also I didn’t notice any UPDATE (PUT) REST methods in the swagger , is that means we should use POST for both CREATE & UPDATE ? please advise on this. 

8
R
Sidekick
9 months ago
A
Sidekick (Partner)
ABTIWARYSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Removing of text from blank screen

Hi Experts, I am on FSM 6U23, as per requirement created a new screen.For now I just want to remove the text “No Records Available” when we are on black search page. Is there a way to do this. Refer to screenshot.  RegardsAbhishek

3
Shneor Cheshin
Superhero (Employee)
9 months ago
AdrianEgley
Hero (Customer)
AdrianEgleyHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO - ABE booking Pre Req activities

​Using PSO version 6.8.0.21.Looking at getting Appointment Bookings during some other testing and noticed that a slot was offered when I wasn’t expecting it. I have then gone to test in isolation and noticed the following.   Resource 127 will be the only person able to do this job. There is a private activity ending at 15:30 on 5th June.I have 2 tasks being sent to ABE with an activity group as follows  <Activity_Group>    <activity_id1>5961328</activity_id1>    <activity_id2>5961327</activity_id2>    <pre_co_req>PRE</pre_co_req>    <min_delay>PT0S</min_delay>    <same_resource>true</same_resource>    <split_allowed>false</split_allowed>    <all_or_nothing>true</all_or_nothing>  </Activity_Group> The time left at the end of the shift is 90 mins.Activity Id 2 is 80 mins and 1 is 45 mins. ABE gave the following on the Appointment Output.    <prospective_resource_id>127</prospective_re

3
AdrianEgley
Hero (Customer)
10 months ago
K
Hero (Employee)
Keith AdamsonHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Fixed task going to wrong Engineer before allocating to correct Engineer

Hi Experts, When sending jobs to PSO , it needs an element of time before it sets the job in the correct place, does anyone know how long this duration is? Can the duration be altered? Is it based on the system that PSO is installed onto?For example, we are seeing jobs with a fixed person go over to PSO in the space for the wrong person, PSO then goes through the motions before then putting the job in the correct space, but this sometimes takes a while.Are there any parameters that can be altered to help? Would reducing the plan quality (currently at 100) help with this? Thanks

1
sarugb
Hero (Employee)
10 months ago
B
Sidekick (Employee)
buddhimaSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How do I get a selected row's field value through a client script?

Hi experts, need your help.Customer needs the following requirement fulfilled:In Quote screen → Under Lines tab → When adding a new line → if the Usage type is Part. make the part_description non-editable but if the Usage type is Non part, make the part_description editable. Currently, this behaviour is vice-versa. I have created a new client script (attached) and linked it with the Usage Type field in UI designer. However, it looks like it is fetching the value of the Usage Type field from the first row (which is selected by default when the screen loads). Whenever I select another row, it still has the same value as the Usage Type in the first row. How can I get this to work properly?

2
B
Sidekick (Employee)
10 months ago
B
Sidekick (Customer)
BSiemundSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Same task-event several times (mobile)

Hi community,we have an issue which seems to be very hard to find (also for the support).Under undefined circumstances, we get the same task_event and related to that the same task-status in FSM/Mobile.For example, a mobile user changes the task status from enroute to arrived, some minutes later the task status switches back to enroute and the mobile user have to change the task status again.This happens every day but not on every task. We (and the support) can’t find the cause of this issue.Does anybody facing the same issue?Thanks Benjamin

1
B
Hero (Customer)
10 months ago
P
Hero (Partner)
Priyanka Cecilia VHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 6U23 - Attachment in Mobile

Hello,I’m using the Attachment functionality in mobile to capture attachments in Receiving Unit PO screen. From the ReceivingUnitPO screen in Designer, selected the table Receiving_Unit and using the Attachment icon, selected user_def_num1 field to store the attachment.After choosing an attachment and while the record is saved, the receiving_unit.user_def_num1 field stores a negative integer value such as -1, -2, etc., in the DB instead of the Attachment ID. Is there any step to be configured to capture the Attachment ID apart from the above? Kindly advice. Kind RegardsPriyanka Cecilia

2
K
Sidekick (Partner)
10 months ago
M
Sidekick (Customer)
mkuehnlSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO fix resoource is grayed out

Hello,It has been found that not fixing a technician, even though the time is fixed, can sometimes lead to problems. In FSM, the person can always be fixed in the job itself under 'Scheduling' by checking a box. In PSO, however, this does not always work. Even if the time is fixed, the checkbox to fix the person remains grey. Even if the correct technician is currently scheduled, this may still change. This issue concerns a difference between FSM and PSO. Does anyone have a Idee? ThanksMarkus

6
J
Do Gooder (Customer)
10 months ago
R
Sidekick
Rajasekharp45Sidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Creating Resources - Reg

Dear Community, May I know how to create a scheduling resource through “IFSSchedulingRESTfulGateway” API ?  as I can see only  “GET  https://MyHost/IFSSchedulingRESTfulGateway/api/v1/scheduling/resource “  and No  POST in the interface guide. When I tried with POST methods the API threw an error “Method not allowed”.

5
S
Superhero (Employee)
10 months ago
R
Do Gooder (Customer)
RiSpenceDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Values in FSM6 webclient visible for some users but not others

We recently had a user of FSM6u7 webclient report that some values in numeric fields (i.e. qty in the task - labour and expense tab) are not visible.  Other users are not having the issue when looking at the same records.  A new profile was created from scratch (not copied/cloned) and the user is having the same issue but others are not when logging in with the same duplicated credentials.  This seems to be pointing to a hardware issue but the user has not had any changes in hardware nor configuration of the hardware (that they are aware of).  Looking to see if anyone has any insight or experiance with this type of issue.

5
roklde
Superhero (Employee)
10 months ago
V
Do Gooder (Partner)
venkateshDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 6.24 Is there a way to use the user's local time instead of UTC as the default?

Hi Team,On the search screen, the date field gives the UTC date and time, Is there a way to use the user's local date and time instead of UTC as the default?For reference, Adding the below screen shot. Date Selected:Script:Gives UTC time:  ThanksVenkat

5
B
Hero (Customer)
10 months ago
Z
Do Gooder (Customer)
ZEPWAYNEHDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Work flow not being used from pm action

Hi All  I have an issue with mwo workflows. When I generate a work order/task from service request and then transfer to mobile the system behaves as expected and the workflow in MWO is being used. However, when a work order/task is generated from a pm Action  the work flow is being ignored. I am using the same work task template and both work orders/task are connected to the same object. we are using ifs cloud and mwo  Thanks Wayne

2
P
Do Gooder (Customer)
10 months ago
M
Do Gooder (Partner)
meenakshimDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

UI Designer - How I can add custom code in tab label

In UI designer is there any way where we can put custom code in tab or  is there any function by which we can know which tab is active on clicking the tab.

11
Shneor Cheshin
Superhero (Employee)
10 months ago
S
Sidekick (Partner)
ShamikDattaSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Task Status flow not working in fsm

Hi Team, I have set up task status flow in FSM.Every task statuses are working fine except Open in smartclient.Is there any way apart from validation to control task status flow when previous status is Open.

1
Shneor Cheshin
Superhero (Employee)
10 months ago
C
Sidekick (Customer)
cgkougkoulSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Application Insights Configuration documentation

Hi we want to enable configuration insights in Azure FSM 6.24 own tenant. We have enabled all the appropriate resources on azure side. Can you provide the steps to configure the FSM part. There is available ApplicationInsights.config on the wwwroot but we would like to have the documentation to configure it. Thank you,Charalampos

5
roklde
Superhero (Employee)
10 months ago
S
Sidekick (Customer)
ssaboSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

reports in fsm 6 (landscape print)

When printing default server reports the default seems to have reverted to landscape orientation. Are there any app parameters or report options which control this behaviour?

0
S
Sidekick (Customer)
10 months ago
A
Sidekick (Partner)
ABTIWARYSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Schedule Board Calendar Exception

Hi Team, I want to configure all the Exception type color to one color only. In the below snapshot we have multiple color based on exception type selected. Just want to have a uniform color irrespective of Exception type. working on FSM 6 U23. Any clue on this from where I to manage this?   RegardsAbhishek

0
A
Sidekick (Partner)
10 months ago
A
Sidekick (Customer)
anushakhSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

attachment size in MWO

 Hi, I tried to attach a document size 7 MB in MWO in a task but it says “size exceeds limit”, please suggest what can be done. 

1
Alexander Heinze
Superhero (Employee)
10 months ago
A
Do Gooder (Partner)
ajayifsDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO Teams - Set mandatory column

Hi Team, We have a business requirement to set PSO > Teams > Requirement as a mandatory column for Teams. It means when user tries adding new team, Requirement should be mandatory to be filled. Please advise. Regards,AJAY

6
tomgreenwood
Superhero (Employee)
10 months ago
A
Do Gooder (Partner)
ajayifsDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Pass FSM Logged In user to web browser url.

Hi Team, We have a business requirement to pass current logged in user in FSM to one of the tab in Task screen. In this tab we are using Metrix Browser to set the url property. Basically in the Metrix Browser url we need to pass current logged in user. Something like below:https://intranetsite/testapp/equipmentdetails.aspx?taskid={{task.task_id}}&source=web&status={{task.task_status}}&user=loggedinuserid In case above solution is not feasible please advise workarounds for the same.   Regards,AJAY

0
A
Do Gooder (Partner)
10 months ago

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