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

Hi All, Is it possible to Move PSO Filters from one environment to other? From Dev to Production. Regards,Rehaan

Hi,Now, we have a new requirement to rent our parts to customers and also need to track the location of the parts in the logistics manager.please can you suggest functional flow?

Hi FSM experts,I need to disable the following menu entries in the technician portalBut seems like these entries are not associate with menus but appear independantly. Appreciate if you could let me know how to diable these entries for the technicial portal menu Kind regards,Anupama Nagahawatta

We have a Customer Order which has a Reservation, the Reservation triggers a Mobilisation Work Order to be Generated. We have a few Customer Orders where the reservation serial no needs to be amended but we cannot unreserve the CO due to the Linked Work Order and we are unable to Delete the WO as it is ‘Work Done’ with Time Transactions. How can we remove the WO linked to the CO so we can unreserve and reserve a new serial no?  

Hi, On the SmartClient, Is there anway to loop through the notes on a Project (same would apply to Request) within a ClientScript? For context, i am writing a validation script fired from the pressing the save button on the SmartClient.  I can retrieve the saved notes from the database,  but i want to compare them to the notes that are on the screen to see if any have been updated.  If i use getControlValue() it just returns the values fron the first note in the list. Secondly, can i create new Tasks and Events from clientscripts on the SmartClient? Thanks

When we expect the Release notes of FSM6U27 available at community > Product Updates.Unfortunately, we as Customer don't have access to IFS SharePoint.

I’ve created a custom table (fsm 6.22) with a composite primary key of both team id and pm frequency (e.g., annual vs quarterly).I had defined in custom meta data for the custom table a parent relationship to the team table, along with other views, etc.I added the custom table as a listview on the team screen. I had it displaying the proper team and pm frequency combinations. Unfortunately, the team screen was reverse deployed from prd into DEV where I had my work.I re-added the custom table as a list view item again or tab. Now nothing seems to work. Using FSM utilities I tried to insert into a new team with the following xml in the fsm utitlites poster tool:   <update_insv_team_pm_status>    <insv_team_pm_status>      <team_id>@team_id</team_id>      <pm_frequency>@pm_frequency</pm_frequency>      <pm_frequency_status>1</pm_frequency_status>      <insert />    </insv_team_pm_status>      </update_insv_team_pm_status>Th

Hello Specialist,In the request table, if you choose a particular contract, I would like the LOV of request_type to show a list of the types of requests that contract can fulfill.What is the best way to filter LOVs?

Hi Experts,Could you please let us know if PSO can Broadcast to a service bus? Thank you,KM

Dear all,we just created a custom view and custom metadata in the FSM database and wanted to retrieve the data via rest API / Odata user with postman:c_workload_capacity_person_viewCurrently I receive the following error message when trying to retrieve the data The resource you are looking for has been removed, had its name changed, or is temporarily unavailable We can use other custom views and tables, that had been created some time ago. Which step are we missing to include the new view into the OData service? Regards,Thomas

 Dear FSM experts, I am seeking documentation that outlines the best use cases regarding when to use scheduled processes and integration schedules in FSM. If anyone has access to such documentation or any ideas, please share them with me. Thank you. Thanks & Best Regards,Amandi Soysa

Hi All,Is it possible, based on a criteria of a other field, to hide/show a field in the side panel of a Tab?I tried with setControlVisibility, setTabItemVisibility, setRowControlVisibility. 

Dear FSM experts,I’m seeking out documentation that explains the type of schedules displayed in the Integration Scheduling Wizard.Process File Process I-Table Process Explicit Transaction Process Attachment Process External Datasource  Process HTTP Request  Process (S)FTP Upload  Process (S)FTP Download While the FSM Connect Guide explains the setup procedure for each type, it doesn’t mention information on when to use each type and the best scenarios for their application. Your insights and responses would be greatly appreciated.Thank you and best regards,Isora Dolage  

While importing mobile design often times I get server timeout error:“The server has not responded in the past minute. Click OK and verify that the operation has completed. If this message reappears, contact your administrator.” The xml file only has 2 designs. Is there any way to avoid the timeout?

We have a business requirement to filter the list in one of the combo box/dropdown in FSM screen based on the user's access group.Currently, the this dropdown field display value without filtering through configured lookup in metadata.Is it possible to filter this list based on Client Script. For example, we get data to be shown inside dorpodown in the client script, lopp through the values and add them to the dropdown list.

We are aware how to utilize the “Exclude from Scheduling” checkbox at the Work Task level to prevent the entire work task from being sent to PSO.  However we have a need to exclude only specific work assignments from scheduling, while other work assignments on the same work task get sent to PSO.  Is this possible?

Hi,has anyone seen this before?ORA-00904: "DBMS_SERVICE_PRVT"."GET_TOPOLOGY": invalid identifier Not even sure what page if any is being called. Thanks,Rob

Hi experts, What does “Message: A102:” in FSM server logs refer to?E.g.Message: A102: tokenId=yTfMrcddj7BIOTOHWgLalcTO47z/+r6AhHOGviMEpR5olnKn0iLtWaKIkttseJZCxcr0l5GgHIElYhWdP2QhxWX0Giw/JtbqpkqqEBJFXKOl5ujgd0wGA2vtROEchDVH, clientId=localhost, sessionId=w5/AWjYF5w0oMrZ+oIIsS0qB2zxvNkyihjq/8Vg3gohRAGIEh/rgp8fBeFN2Hf/GKl+bznlwmBvG2Q1FFCvg5A==f4+rP3Hg3YzcyEtxtEvETw==g3YW/QTPxrpcEtJ4CMAomQ==, tenantName= Cheers,Buddhima

Hi Community,In FSM 6, Team members should be able to see all the tasks assigned to only their TEAM on the mobile even if the tasks are in “OPEN” status too. So that any member whenever they are free could assign to themselves and start working on task. How can we do this?Thanks in advance for your help!!

Hi,What permission is required to be able to press the Optimize button in Certificates?The user has Supervisor rights. Thanks - Rob  

Hi Experts,We need to use a POST API to post Activities into PSO via API calls. Could you please advise on how to do this?Please see the API documentation below highlighting the issue, there is only a GET API associated to PSO ACTIVITIES.Please advise. Thank you,KM  

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?

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 !!!

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

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