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

This will include questions related to FSM and PSO.

  • 2,574 Topics
  • 6,780 Replies

2574 Topics

Z
Do Gooder (Customer)
ZEPWAYNEHDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO - Showing the reason for Absence

Hi All, In PSO when an absence is booked in IFS Cloud it feeds through to PSO as Unavailable. Is there a way of expanding this to show the reason for the absence or is the only option we have is Unavailable? Thanks   

7
Z
Do Gooder (Customer)
1 year 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
Q
Sidekick (Customer)
qquacSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Business Rule Running Twice

Hello,We have a business rule that is running twice resulting in duplicate records in the event_history table. Do you know what could possibly be causing this? Do you know if there is a XML that can delete the duplicate record?

5
Q
Sidekick (Customer)
2 months ago
J
Do Gooder (Customer)
jevin.fernandoDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO Generate Shifts via REST API

Hi, I am trying to generate the shifts using the PSO REST API. I am posting the same payload where the workbench does (i extracted it from Audits) but it doesnt seem to work, it gets submitted but doesnt create any shifts.  posting to this endpoint - https://elex-pso-{{env}}.ifs.cloud/IFSSchedulingRESTfulGateway/api/v1/scheduling/data?dataType=MODELLING&waitForCompletion=true&childAccountId=custAnything that i am missing? <DsModelling xmlns="http://360Scheduling.com/Schema/DsModelling.xsd"> <RAM_Data_Update> <object_type_id>RAM_Rota</object_type_id> <object_pk_name1>id</object_pk_name1> <object_pk1>80de9cf5042945838531d1ff4811861e</object_pk1> <column_name>modified</column_name> <column_value>true</column_value> <delete_row>false</delete_row> </RAM_Data_Update> <RAM_Rota_Alteration> <ram_rota_id>80de9cf5042945838531d1ff4811861e</ram_rota_id> &lt

4
S
Superhero (Employee)
6 months ago
D
Sidekick (Customer)
drooijSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Mobile - Call sync rule via client script

Hi All, Is it possible to call a sync rule or trigger it somehow via a client script in mobile? With additional parameters? We want to retrieve (sync to mobile) specific data on user demand via mobile.   Regards,

3
Shneor Cheshin
Superhero (Employee)
1 year 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
D
Do Gooder (Partner)
DurgaDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Dataset not loading in to pso

Hi All,I have loaded a dataset from  FSM to  PSO through schedule manager the load process was completed in FSM  but when i see in pso status of the dataset was deleting.could anyone  please help me why the status was appearing deleting instead of running?and dataset contains only 5k records no error in events related to the dataset. 

2
D
Do Gooder (Partner)
1 year ago
D
Sidekick (Customer)
david.harmerSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Call Centre\Support Organisation Basic Data. Business Object Type: Non Conformance Report - Not Available

Dear Community. I attempt to add a new Business Object to Support Organisation Basic Data \ Business Object Tab, of type Non Conformance Report, but when i attempt to do this i get an error, despite it being in the list. I do note that it is not defined in the help file. I am wondering if this is a bug, or some functionality that is missing? Apps 9 Up15. 

1
A
Superhero (Employee)
1 year ago
W
Do Gooder (Customer)
Wayne HandleyDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Device location IFS Cloud MWO

Hi All.  I have a couple of questions regarding device locations in IFS Cloud. Question 1. How often does IFS cloud track the device? is it every-time it receives or sends a message? or is it a set time like every 3 minutes. If the latter can this be changed? Question 2. Can device tracking be turned of in IFS Cloud for certain devices? (i know i can disable location permissions on the phone but wondered if there was a setting in IFS cloud).  Thanks for all your help 

4
W
Do Gooder (Customer)
10 months ago
J
Do Gooder (Partner)
joana.m.machadoDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO - Drag and drop with Manual Scheduling only shifts

Hello, While testing the functionality of having shifts with the Manual Scheduling only option we noticed that an activity will only become allocated if we check the options Fix Resource and Fix Date and Time that appear on the Changes Panel that appear after dragging the activity to the position wanted. Does anyone know if this is the proper behavior of the system? Shouldn’t it be enough just drag and drop the activity without checking the two options?Thanks for your help.Kind Regards, Joana Machado  

1
K
Hero (Employee)
1 year ago
T
Sidekick
TatKhandMSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

In FSM Smart Client Getting Business Rule watch log notification ?

Frequently getting Business Rule watch log notification in smart client even after removing all the Watch Log in the Business Rule.?Appreciate your support …..  

4
Kasun Manuranga
Superhero (Employee)
1 year ago
K
Sidekick (Partner)
KAMANUKSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO Appointment Booking Output

Hi Experts,I am loading following Appointment Request and after processing no error can be seen. But when I check the history I could not see any data there. Please refer attached xmls Load file and Appointment request.Please help to answer the following question. Do I need to Specify the Datset_id in the input file when there are many data sets? There are no errors in the Events  But I don't see any history? How do I know whether PSO processed an offer request successfully? What I am missing here.Many Thanks,Kasun 

8
K
Sidekick (Partner)
2 months ago
H
Sidekick (Customer)
HDZRISHABHSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

how to hide different dataset for different users

We want to restrict the different dataset for different users , how this can be achieved ? 

2
Alexander Heinze
Superhero (Employee)
1 year ago
M
Sidekick (Partner)
MirajSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Configure OIDC or FSM authentication on a user by user basis

Hi Experts,One of our customers have the authentication set up to allow both FSM and OIDC. The app param FSM_AUTHENTICATION_METHODS is set to OIDC, FSM.The users belonging to their organization login with SSO whereas subcontractors login with username and password (fsm auth). Recently they ran into the issue of the mobile not synching with the server when the password was expired for the person , despite the user (belonging to the same organization in this case) having logged in successfully via SSO.So the query was raised whether it’s possible to disregard the password expiry for the users who have SSO enabled. Or whether it was possible to enable only SSO on a user by user basis (i.e not even show the fsm login option). I couldn’t find a way to configure the above, and hence would appreciate if any of you could shed some light on this.

1
roklde
Superhero (Employee)
1 year ago
A
Sidekick
AsterixSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

IFS future release plan for Service Management

Hi All, Are all the features of IFS FSM 6.0 have been migrated to IFS Cloud Service Management Module ? Are they working in same capacity ?If all the features are yet to be made available in IFS cloud Service Management Module , then when would IFS migrate them to IFS cloud ? Is there any future release plan for IFS to upgrade the IFS Cloud Service Management as sophisticated as IFS FSM ?Please advise. 

0
A
Sidekick
1 year ago
E
Do Gooder (Customer)
ERCZAALHRMDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How is base value calculated in PSO?

How is base value calculated in PSO?

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

FSM 6 u10 Customer Portal

How do we increase log levels to troubleshoot Customer Portal issues?  Is it done via the Server Log on  the Smart Client?

3
Atheeq Maharoof
Superhero (Employee)
2 years ago
P
Do Gooder (Partner)
Pierre-Louis DDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Keep attachments when creating a Customer order from a Sales quotation

Hello community, I attach some documents to my sales quotation (an Excel file and a PDF) and I would like them to be automatically attached to the customer order created from the sales quotation.How can I achieve this? Thank you,

3
P
Do Gooder (Customer)
1 year ago
S
Do Gooder (Customer)
StejonatLDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to add workflow condition to screen in Mobile Designer

Hi Guys, I am unable to add a workflow condition script to one of the screens in Mobile Designer.This is for FSM Mobile app. 6.18 I realize that screens with the pencil button as below has the workflow condition field, but screens without the pencil does not. How do I enable, add the workflow condition field to screen in Mobile Designer?    

9
Shneor Cheshin
Superhero (Employee)
11 months ago
JamesB
Do Gooder (Partner)
JamesBDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

UI Designer: How can I extend the header label across the screen?

The header on the PLACE screen in FSM 6u19 allows changing to a different label expression, but when the label result is longer than about half the screen, it is truncated.Our configured screen has only one visible button in the header (Save), so there is still lots of room left over to the right side.Example of how it displays on screenAs a guess, I have tried inserting a <label_percent> tag in the screen XML <header_def>, by analogy to the <column_def>, but then FSM automatically removes that tag upon saving. Directly entering a width for the whole panel doesn’t affect the fraction of space given to the label versus the buttons. Is there a way to increase the horizontal percentage of this label?

2
JamesB
Do Gooder (Partner)
1 year ago
N
Do Gooder (Partner)
Narsing RaoDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Error message on Screen - Object reference not set to an instance of an Object

Hi Team,If you can please check as I am getting an error as “Object reference not set to an instance of an Object” getting this issue on web client.FSM APP Version: 6 Update 25Below is the exception from server log.This exception was observed for many PERSON_ID’s. Message: SetPersonWorkStatus:PERSON_ID:AHOKBANE:Metrix.BusinessServer.Exceptions.InvalidUpdateException: Object reference not set to an instance of an object. ---> Metrix.BusinessServer.Transactions.Exceptions.TransactionRollbackException: Object reference not set to an instance of an object. ---> System.NullReferenceException: Object reference not set to an instance of an object.   at Metrix.BusinessServer.BusinessPolicies.FieldServiceComponent.TaskManager.ExportScheduleEventToThreesixty(DateTime eventDateTimeIn, String eventTypeIn, String parentEntityIn, String parentKeyIn, String latitudeIn, String longitudeIn, String locationIdIn)   at Metrix.BusinessServer.BusinessPolicies.SharedTablesComponent.PersonPolicy.ExportS

1
Shneor Cheshin
Superhero (Employee)
6 months ago
A
Sidekick (Customer)
anushakhSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

service request location vs location region

Hi In request management module, while raising a new service request, there is a field location, how is it different from location region? 

4
A
Sidekick (Customer)
1 year ago
K
Sidekick (Employee)
Kulunu AbeysingheSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

What are the colors that can be used in the Work Calendar -> Color textbox?

There is a textbox ‘Color’ to specify a color for days in a Work Calendar as below. As this is not a dropdown field, we need to manually enter the name of the color into this textbox. Is there any color guide or documentation on what valid values can be added to here?

1
Bhanuka Abeygoonawardana
Hero (Employee)
1 year ago
Lukasz
Do Gooder (Customer)
LukaszDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Scheduling Resource Import to FSM

Hi, We are using Import/Export functionalities in FSM to load engineers as PERSONs records. I cannot find RESOURCE import/export functions. The screens point to THREESIXTY_RESOURCE table but it’s not there. There are 11 threesixty tables available for import/export but not the scheduling resource.Please advise how to import engineer scheduling resources so they can be linked to PERSONs records so we can set their start and end locations and dozen of other parameters? Thanks,Lukasz

1
Lukasz
Do Gooder (Customer)
2 years ago
VivekNR
Sidekick (Partner)
VivekNRSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM V6 Update5 we are getting error while launching application

Hi All,   FSM V6 Update5 we are getting error while launching application. Kindly advise us to rectify the issue.   Regards, Vivek NR.

3
VivekNR
Sidekick (Partner)
3 years ago

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