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

This will include questions related to FSM and PSO.

  • 2,527 Topics
  • 6,640 Replies

2527 Topics

A
Sidekick (Customer)
anushakhSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

IFS baseline upgrades to customer solution environment

Hi All,How we can get the IFS release updates/service upgrades from IFS baseline environment to customer solution?

17
R
Do Gooder (Customer)
1 year ago
J
Do Gooder (Partner)
joana.m.machadoDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

XML Maps - Integration function result

Hi, We are creating an incoming message to Create or Update a Task. In this incoming message we will also create/update one or several task text entries related to the task.Our requirement regarding Task Text, is that for a specific task we can only have one task text per text_line_code. Example: For task with task_id = 100 we can have 2 task texts one with text_line_code = TYPE1 and other with text_line_code = TYPE2, but we can not have two task texts entries with text_line code = TYPE1.To meet this requirement we have created a integration map function to do the validations, Before mapping (we will save from this function information for fields: text_line_code, text and text_sequence). The function is working correctly when we are creating/updating only one task_text. However when sending two task_texts, the function runs two times, but it only saves the result of the second time it runs, meaning that both task text entries will have the same information(text_line_code and text).Does

7
Saranga Amaraweera
Superhero
1 year ago
ALHAGMO
Hero (Customer)
ALHAGMOHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How can I change password for IFSCONNECT user and get the encrypted password in Apps 10?

Hi,we are working on an integration with IFS FSM and IFS APPS10. We want to use user IFSCONNECT and need the password in our test environment as clear text and encrypted.First of all we don’t know the password and would like to reset it.On DB level we know how to manage.In version 8, there was an option in installer.cmd to change passwords for all system users, but in version 10 there is change password only for 2 system users available, ifsprint and ifssys.Who can help us with these 2 questions?Thank you for your feedback!Regards Martina 

7
ALHAGMO
Hero (Customer)
3 years ago
T
Sidekick
TatKhandMSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Difference between smart client user and portal client user

What is the difference between the FSM Smart Client User and Portal Client user ? IS it possible for a user to perform all type of tasks in both the FSM Smart Client and portal client. For example , if a dispatcher user role is there , whether dispatcher user can schedule  the task in both FSM Smart Client and FSM Portal Client.    

2
Isuru Wijeratna
Superhero (Employee)
4 years ago
K
Sidekick (Employee)
Kajendran ChandreswaranSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

OData upload attachment "Error occurred while reading binary data"

trying to add an attachment via OData in a test environment with FSM6u6. I have encoded the binary file with base64 but I cannot seem to upload the fileURL - http://fsmURL//odata/attachmentparameter - {   "attachment@odata.mediaEditLink":"encoded the binary file with base64",   "attachment_name":"testtwo.jpg",   "file_type":"image/jpeg"}refer the attach image for the output.is it possible to attach encoded the binary file with base64 in FSM using the above mentioned API? 

6
K
Sidekick (Employee)
2 years ago
R
Do Gooder (Partner)
RamyaRDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Button hide through client script

Hi,I am trying to hide button based on request type from below client script ,I have given event type as selectionchanged. It is working for smart client not for web client. please suggest how to reflect same for web client. var REQTYPE = getControlValue('REQUEST','REQ_TYPE');if (REQTYPE == 'BASIC' ||    REQTYPE== 'FIX'){      setControlVisibility("addNote", false);      }else{    setControlVisibility("addNote", true);}return false; Regards,Ramya

3
Atheeq Maharoof
Superhero (Employee)
2 years ago
PinmayaK
Sidekick (Partner)
PinmayaKSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM-Response Capturing Integration

Can anyone suggest how to capture Response in FSM from a external system/foreign system while doing outbound integration.In short i am trying to send outbound data  from FSM to ERP. when i send(FSM) purchase requisition they are(ERP) sending some responses but that response i am not able to capture in FSM. Please help me what are the settings or configuration i need to do to capture the responses.

7
ishD
Hero (Partner)
3 years ago
M
Sidekick (Partner)
MirajSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Integration with XMLOutboundConnector still returns json data

Hi Experts,I’m trying to make a simple rest api call to an authentication endpoint and retrieve token information. Initially I tried this with the JsonOutboundConnector, which retrieves the response as following,  As you can see the response is in json. I couldn’t successfully capture this response and extract only the access token for use in subsequent calls. This issue was raised hereSince then I got in contact with the resource owners and got them to send the response in xml, which would make it possible for me to use the XmlOutboundConnector and extract the access token. This works fine in postman,The only thing I had to do additionally was to add the following header,  Accept = application/xml (without this header it returns json)Although, when I try the same in FSM I still end up getting the response in json  It’s as if the Accept header is not considered at all? or am I missing something else?​​​​​​​Any help is greatly appreciated.​​​​​​​

8
M
Sidekick (Partner)
2 years ago
M
Sidekick
MuthujayashreeSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM mobile SYNC

Hi can anyone tell me , for real time sync it is necessary to initialize the device   because before i initialize the data is not reflected   in mobile but after  the internalization i get the value. i have taken the person table. person table is a real time syn , where any changes in the person will /should update automatically  . but i am not getting the changes real time.  

4
Lee Pinchbeck
Ultimate Hero
3 years ago
K
Do Gooder (Customer)
kennetheversDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Custom Event (Error Prompt) on Work Order Status Change

I’m trying to create a new custom event for Work Order Status Change, that fires an error message if the status is changed from ‘PREPARED’ to “WORKDONE’, that warns the user that they have to first set the status to ‘STARTED’ before changing status to ‘WORKDONE’. Can someone help me out with the SQL code I need to write? The below doesn’t work for me. -- DECLARECURSOR get IS SELECT '&OLD:WO_STATUS_ID'FROM ACTIVE_SEPARATE_CFTWHERE '&OLD:WO_STATUS_ID' = 'PREPARED'BEGIN   IF '&NEW:WO_STATUS_ID' = 'WORKDONE' THEN         Error_SYS.Appl_General('ERROR!', 'You must set WO status as STARTED before you can select WORK DONE');   END IF;END;

2
K
Do Gooder (Customer)
2 years ago
B
Do Gooder (Partner)
Bernardo.mouraDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO - Resource Rest API

Hello Community, We are trying to get the Resource in PSO using REST API. However, we are getting a "Could not connect" error. What permissions do we need to have to be able to do this GET: [host]/IFSSchedulingRESTfulGateway/api/v1/scheduling/resource? Also, is there a way to update the PSO resource via REST API? In the following link only the GET documentation is available: [host]/IFSSchedulingRESTfulGateway/swagger/ui/index.html Thanks, Bernardo Moura 

4
AdrianEgley
Hero (Customer)
1 year ago
A
Sidekick (Employee)
Abrar khanSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Webclient Schedule Board Status color modification

Hi All,  Is it possible to change the color of the tasks that show up in the webclient? The baseline color for the enroute status is transparent and therefore it is difficult to know if there a job on the gantt or not. Confirmed status - Greenplanning - blackEnroute - transparent   thanks

3
ALFA
Do Gooder (Employee)
2 years ago
jbernardo
Hero (Partner)
jbernardoHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Is there a currency conversion process in FSM?

All of our prices are in CAD since we are Canadian company. If we have to bill a customer who’s bill to is listed as USD, then the pricing rules will not take effect due to the pricing rules listing only CAD. If we put the converted rate as USD, that will quickly go out of date with how quickly rates change.My question is: Does FSM have a way to convert it based on current exchange rate? or must it be set by whichever price is in the pricing rule?

3
A
Superhero (Employee)
3 years ago
T
Sidekick (Partner)
TatRajatMSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Significance of log level in server log

 Dears,There are log levels in FSM system from 0 to 9. What is the significance of this log level. If log level is 5 and log level is 9 then what extra thing we can get from the server log. Can any one help on this query? Thanks & Reagrds,Rajat

3
Induwari
Sidekick (Employee)
1 year ago
N
Superhero (Employee)
nickzSuperhero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM: How to default a date field to now

Hi, Specifically for contract lines I want the COVERAGE_START_DT to default to today, not the contracts start date. I’ve tried setting up the default in the custom metadata to ‘now()’ or ‘today()’, but this just errors on the UI…..probably the same on the UI designer itself?I can’t find a relevant BR or App Param, so I guess the answer would be a client script, (it’s for the web client.)Any better answer?Thanks 

5
GogBenbeH
Do Gooder
2 years ago
M
Sidekick (Partner)
MirajSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM cloud integration with azure file share

Hi Experts,I am trying to setup a file integration with FSM for the first time. The FSM app is setup as an app service in Azure. within the same resource group a storage account is created, within which a file share is setup in order to do the file integration.  with the following folder structureI now tried a basic outbound integration,When I trigger this, I run into the following error, I then tried my luck with an inbound integration by creating a monitor schedule,  ​​​​​​​Now I tried uploading a simple xml file that ought to create a request, in the specified folder​​​​​​But nothing happens, I don’t see the request getting created, nor anything in the integration log to point that this was picked up and processed up by the application.So this is where I stand now. I’m pretty sure I am doing some trivial mistake(s) as this is my first attempt at a file integration. I would greatly appreciate any help to get this off the ground​​​​​​​

4
M
Sidekick (Partner)
1 year ago
christine.munthe
Sidekick (Customer)
christine.muntheSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Is it possible to hierarchy select a view?

Usually we select tables like this:<hierarchy_select>  <attrs>    <attr>person.person_id</attr>  </attrs>  <primary_table>person</primary_table>  <from>    <table>person</table>  </from></hierarchy_select>But I want to select a view in the same manner<hierarchy_select>  <attrs>    <attr>subcon_team_tasks_grid_christine.person_id</attr>  </attrs>  <primary_table>subcon_team_tasks_grid_christine</primary_table>  <from>    <table>subcon_team_tasks_grid_christine</table>  </from></hierarchy_select> However this gives error:<metrix_response>  <result type="Exception">    <error>      <system_error>        <severity>ERROR</severity>        <message>Unrecognized business object 'subcon_team_tasks_grid_christine'. Contact your system administrator for assistance.</message>      </system_error>    &l

6
C
Do Gooder (Partner)
2 years ago
A
Sidekick (Customer)
anushakhSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Difference between person, employee & resource

What is the difference between person, employee & resource? The configuration paths arePath for person -Path for companypath for resource 

3
A
Sidekick (Customer)
1 year ago
PinmayaK
Sidekick (Partner)
PinmayaKSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM-T Table Editor

How we can use T-table editor in FSM. Whats the use of it in general?any document for this.There is no help document for this also please guide.

3
Randika Costa
Hero (Employee)
3 years ago
J
Do Gooder (Partner)
JMouraDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

UI Designer - Lookup Display Description

Hello, I’m trying to add a Lookup field for a Global Code on FSM’s UI Designer, however I’m not able to present the description of this field, only the code is being displayed. Example of the code being displayed in the WebClient: If I change this field to a ComboBox, the description is displayed as expected. This is how I have the Lookup Navigation set up in the UI Designer: Am I missing something? Thanks in advance for the attention. Best regards,João Moura

3
J
Do Gooder (Partner)
3 years ago
M
Sidekick
MuthujayashreeSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Business rule to compare datetime field

Hi team ,  Can anyone tell me ,how can we write the input condition to compare the datetime field with current date and time in Business rule .example : If the expiration date is on or before today date then business rule needs to fire .I tried giving the input condition with less than and now() function ,but its not working. ThanksMuthujayashree R 

2
Atheeq Maharoof
Superhero (Employee)
2 years ago
Tharindu Rasnakawewa
Hero (Former Employee)
Tharindu RasnakawewaHero (Former Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM environment Setup

It is noted that all the FSM customers has their environments in cloud , is limited to set up only 3 environments. 01) Is there any specific reason for that? 02) Is this same for the customers who has their environments hosted on premises ?

2
C
Hero (Employee)
4 years ago
JuniSihombing
Hero (Customer)
JuniSihombingHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Mass Update

Hi all,I created an xml message calling mass_update.  When I execute the message I get response saying number of records which were successfully updated, and no error.The number of records based on select is correct number.But when I check to the records, the fields are not updated.  When I update a single record, the fields are updated.  So xpath_node is correct. Do you know why this mass_update message doesn’t work? Here is the xml message:the xml message will update:task.user_def_dttm5 := c_task_visit_tech_rev_view.visit_rev_start_work_dttm task.user_def2 :=  c_task_visit_tech_rev_view.visit_rev_end_work task.user_def_num1 := c_task_visit_tech_rev_view.visit_break_min----------------------<mass_update_task>  <hierarchy_select result_name="select_result3">    <primary_table>task</primary_table>    <attrs>      <attr>task.task_id</attr>      <attr>c_task_visit_tech_rev_view.visit_rev_start_work_dttm</attr>      <attr>c_task_v

3
JuniSihombing
Hero (Customer)
1 year ago
Kalpani Dissanayake
Superhero (Employee)
Kalpani DissanayakeSuperhero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Studio screen creation issue

When adding a new screen using on a custom table, following error returned while searching for records in the new screen. "Unrecognized business object 'YourCustomTableName'. Contact your system administrator for assistance"

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

Installation of FSM Mobile in iOS

Hello Everyone,  For my Project Purpose I need to install FSM Mobile in to my Mobile, but iOS doesn't support FSM mobile Application so can I expect the solution of Installation of FSM Mobile in to iOS? Thanks & Regards,M P Shashank

2
brian.gummin
Hero (Employee)
2 years ago

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