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

Hello all, I am new to FSM mobile, specifically for iOS platform. Can anybody help me to upgrade U28 to U30 version on iOS mobile. Any step by step documentation will be very helpful. I am totally new to this but I have experience in iOS development. Thank you.

We are experiencing some issues with status synchronization between PSO and FSM. ISSUE 1 and 2: TASK CREATION with or without fixed_commitmentAn activity is created (XML), with or without fixed_commitment flag; In FSM, the task status is Open; PSO automatically allocates the activity; In FSM, the task status changes to Unassigned (with fixed_commitment) or remains Open (without fixed_commitment); In FSM, the schedule_status in the TASK table is 0. In FSM, the update in the DSE_ALLOCATION table takes a while (sometimes minutes, sometimes hours); The activity is manually committed in PSO; In FSM, the task status remains Unassigned (with fixed_commitment) or changes to Unassigned (without fixed_commitment); In FSM, the schedule_status in the TASK table is still 0. After some minutes, the activity in PSO automatically reverts to Allocated (overriding the manual Committed status). TASK CREATION and FIXED_RESOURCE IN PSOIf the resource is fixed in PSO (fixed_resource), the behaviour chang

While our technician tries to attach an image on mobile, we are facing an error. I noticed the logs on the server. Does anyone have an idea about this?  

Dears, Please let us know how we are handling escalation expiry based in Due Datetime in FSM.Is it a baseline functionality. Thanks & Regards,Narsing

Getting the below error while uploading any attachment using Web Client, and for mobile its working fine. Any idea what needs to be checked?  

Hello All,I'm looking for some guidance on token authentication to/from PSO from a third party application.Referring to the SchedulingSchema.pdf I know that the load file needs to be constructed to contain a <Broadcast> block with a <broadcast_type_id> of 'REST'.The load file will also need <Broadcast_Parameters> containing 'auth_token_url', 'username' and 'password'.  From my understanding, when these entries are in the load file, when the load file is received and processed the Broadcast Manager will use the mentioned credentials to authenticate using client credentials flow.This is where I am looking for further clarification.Does PSO store the received token in the PSO database?If PSO does store the token in the PSO database, do the subsequent DSE Broadcasts contain the token in each broadcast message?  If the token is NOT contained in the DSE Broadcast messages can PSO be configured to add the token to ALL DSE Broadcasts?Any and all information and assistance wil

Hi,We are experiencing some issues with synchronizing FSM and PSO unavailabilities. When an unavailability is created in FSM, it is automatically reflected in PSO. However, when the unavailability is deleted from FSM, PSO is not updated and continues to show the unavailabilities that have already been deleted in FSM.How can we proceed to update PSO according to the changes in FSM?Thank you.

Hi,I’m facing the below exception while creating/making changes in team ID.  

Dears,Can someone guide me what I need to write exactly to hide few fields in Mobile based on access group. For web client I have done it for mobile how it can be done?Below is my mobile script to hide the fields let me know anything I am missing in the script.RequirementIn mobile I am trying to hide user_def16 and user_def17 from part_usage table and bin_id from stock_bin table based on the access group (which is ‘ELUX_US’) .  var taskId = getCurrentKeys("task", "task_id");var partUsage=getCurrentKeysvar binID=getCurrentKeysvar AccessGroup = getDBValue(stringFormat("SELECT access_group FROM task WHERE task_id = {0}");if (AccessGroup == 'ELUX_US') {        setControlVisibility('part_usage','user_def16',true);    setControlVisibility('part_usage','user_def17',true);    setControlVisibility('stock_bin','bin_id',true);    }           else{    setControlVisibility('part_usage','user_def16',false);    setControlVisibility('part_usage','user_def17',false);    setControlVisibility('stock_bin'

HiThere are plenty of XML examples for doing things in FSM but there doesn’t seem to be much for PSO.Are there any resources?I am trying to add a specific skill to a number of resources.ThanksGanners 

Hi.In FSM, when creating a quote with lines for a contract, the quote generates a temporary contract with status set to “QUOTE”. The duration on the quote lines (quote_contract_line) determines the coverage start and end dates. The problem is that the temporary contract uses todays date as the start date for this calculation. Is there any way to edit the process so that it uses a different start date?

Hi All, I have some open questions on the MWO application capabilities (Both IFS MWO Service as IFS MWO Maintenance). I’m currently dealing with a client that has technicians running around doing service and maintenance. But the tricky part is: their technicians also have a pretty high sales responsibility. Meaning: they are the first line of contact with the customer and should also be able to make service/sales quotes for various things. Using MWO app we have the ability to use ‘Request Quotation’ but I’m wondering about the limitations. From my personal understanding we are limited by following factors:Client has to be known in the MWO application The ‘Service’ has to be linked to the Service CatalogLet’s start with these two.Questions: Is there a way to use MWO for ‘new’ customers? (equivalent as in ‘Service Quotation’ where we can use ‘Quick register customer’) Is there a way to quote non-service catalog related items? (Maybe we want to do something that is not ‘off the shelf’ but

Dear FSM expertsCould you please advise on how to make the field EMAIL_ADDRESS in the PLACE window mandatory in FSM?We are on FSM 6 Update 27 Build 8779Many thanksMiguel

Hi everyone, does anyone have experience with scheduling tools or equipment? I understand that PSO currently can't handle this, but is there a way to plan or reserve a tool manually for carrying out a specific activity? 

where do i find the user manual for stock counts and reverse logistics process for FSM?

Hello, Our PSO license expires on 11/22/2024. We have received the file, but we are not sure of the steps to apply it. What are the steps to apply the new license?

Hi Experts,We have a requirement to add new fields in the Activity Tooltip like Post code and Region of the Work Task. Could you please guide how to achieve that. Attaching the doc for your reference.Regards,RR

Hi, I need to manage several activities on specific days and times for a customer.I thought about using the availability patterns on activity types linked to Standard task, but it is ignored in the PSO scheduling. This information is not reported in the task scheduling information.Am I missing something? Is there a way to use the availability model for the activity type in the planning? Thanks 

Hello,I have a customer with a case to handle related to task allocation with PSO and would like to have a discussion about it.It is an IFS Cloud - PSO integration, for scheduling service tasks involving different teams from different service organizations and DUs on a daily basis.The teams are not fixed, but are a combination of people and vehicles.The need for people and vehicles is entered as a demand line in the standard task, which will be linked to new requests as they are created.We currently manage vehicles as resources (people).The goal is to assign tasks to the same group of people that can be performed by resources and vehicles with the required skills, for the whole day. These resources leave the site together, with the same vehicle or with several vehicles, and return together at the end of the day. For this reason, it is a fixed team on the day , but not necessarily over several days.The image shows what I would not want to occur:Res 70/75/84 are  vehicles Technician 1 an

FSM6 U16, If i add a new Request Attachment, it fails to sync the REQUEST_ATTACHMENT record with the error of not all primary key information is present:{“update_request_attachment”:{“request_attachment”:{“request_id”:”123456”,”insert”:””}}} I open the attachment widget with the following script (NOTE: I open the widget for Task Attachments in a similar way and that worsk perfectly): var varRequestID=getControlValue("request","request_id");executeScript("CLEAR_ATTACHMENT_WIDGET_CACHE");setCache("AttachmentWidget__ParentTable", "request");setCache("AttachmentWidget__LinkTable", "request_attachment");setCache("AttachmentWidget__KeyName1", "request_id");setCache("AttachmentWidget__KeyValue1", varRequestID);openAttachmentWidget("BaseAttachmentList", "BaseAttachmentCard", "request", "request_id"); Any clues as to why i am getting the error? 

Hello,We are working on a web application called Web Client Dispatcher, where we manage resource relocation. In this process, we select a district, followed by the relocation start date and end date, and then save the record. For example, if we set the relocation start date as 23/10/2024, the current time is automatically recorded, and we can select any end date before saving the record. At the specified relocation time, the relocation starts, and the relocation flag is triggered in our database, setting the relocation status to "Y". However, the relocation start date in the web client remains editable. We want the start date to become non-editable once the relocation is triggered and the status is set to "Y".  We have implemented this, but we are not seeing the expected output. Please review this issue and let us know if you have any insights. Thank you.

I’m getting this error “Null or empty response from server” while I try to delete a particular record from FSM in XML poster. What can we do to avoid or remove this error 

I am attempting my first client script. We curently have a button on the Request screen that runs the START_WORK_FLOW MPM on the Smart Client. This does not work in the web client as I am told it must be triggered via a Client Script. I have attempted a basic script to do this as shown below.  However it errors as follows.  The syntax I have used I think mirrors what I have seen in other examples. Any help would be appreciated.Thanks,Barry

Hi All,facing an issue with modelling data i have one dataset under the dataset mapped two teams and each team have 10 members and resource type has fixed services. when i loaded the dataset from fsm to pso i could see other team resource in my dataset  verified  schedule parameters everything fine not sure how resources loaded in to PSO. Resource type which populating in the  below screens shot not belongs to my dataset but still visible. Kindly suggest ..  Thanks,Durga 

Hello FSM experts,I have a business rule working correctly that fires an email if the distribution list link to the business rule uses hardcoded emails. We have tried to change the distribution list to use a Wild Card instead. The requirement is that an invoice is send to the emails address located in the PLACE table. Please see the mapping in screenshot belowI have had an IFS consultant indicating that there isn’t a relationship in FSM between the PLACE table and the INVOICE table. So, I have to use the Custom Metadata to create this relationship. I have attempted to create this relationship, please see screenshot belowUnfortunately, the email still does not get triggeredPlease let me know if I am in the right track creating this link in the Custom Metadata.Best regardsMiguel