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

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 

I am getting the following error while connecting to webclient. A125: No license information was found for the user. I am doing a fresh application installation. Any idea how this can be fixed?  

Currently our app param SHOW_SERVER_TIME_ONLY is set to "Y" because since our users are placed and often travel all around the world, we realized it's easier for them to set a time in the application --for instance, the beginning of a labor entry on some day at 08:00 AM, because the technician started working at 8:00 local time in his current working location--, that then will be saved as 08:00 AM UTC time in the server, and then other users from any other part of the world would conveniently see "8:00 AM" in the application.Let's consider a scenario where I'm searching for labor entries filtering the start datetime using the ">today" filter. The documentation states that the search variable "today" means "the current date with a time of 00:00", without specifying if "00:00" is in my local time zone or in UTC. Currently, regardless of the value of SHOW_SERVER_TIME_ONLY, the filter "today" works depending on my current time zone. For example, if I'm currently in the time zone UTC -07

Hi Team,Is there any possibility to copy Shift Categories, Shift Template Sets & Shift Templates from one dataset to another dataset. Regards,Shiyaz

Hello to the community,I’m new with IFS and I’m having difficulties. Where I can find the API List for PSO? I would like to send data to PSO (minimum scheduling data) and also retrieved the result.I succesfully authenticated in IFS Cloud, but not for PSO. I’m sure that something simpleFor PSO I followed the guide based on UserName and Password (User who logs into the PSO app).URL - Where I can find the accountId? I left Default.The Gateway is all granted for the user. Do I missing some other authorizations? Thank you

Hi All, I am getting the following error while connecting to webclient. A125: No license information was found for the user. I am doing a fresh application installation. Any idea how this can be fixed?

What options are there to change the current position of a part serial to “Unlocated”? Is it completely controlled by actions taken in the system? Can it be modified manually?  thanks!

Hi, Any idea’s why or contract ID Hyperlink has just stopped working IE product ID 17838 should show S1MC457 against and its just stopped    

how to exclude selected data set from "All Datasets" option in scheduling app param, we have 50 dataset we want to exclude one data set from  "All Datasets" while defining scheduling app parameter. 

In my customer order, when I click the tab “alarm” I see numerous lines that have a “time” alarm but do not know how to get rid of them. I know I can “acknowledge” them but how do you get them to completely go away?

Hi Experts,We need to filter the tasks by the plan_start_dttm and by only using the date part. This field is a datetime field with a mask type of datetime. Now the problem is we are not able to do that easily,ex:  On the web client, Nothing gets fetched since it’s trying to match the exact time as well.One way to do this is to have an expression, But this is clearly not user friendly.Another option would be to use a view and create a field that filters only with the date, and set this view field against the search section of the screen. But this is extra work.Is there any easy solution for this?(Let’s assume that changing the field mask on the metadata level to “dateonly” is not an option)

For example, I need the column to be grouped by its name, resulting in the merging of cells in that particular column in the PDF, while the Excel output should remain unaffected. This should be achieved using the same RDLC file for report generation in Visual Studio.Is there a specific setting to accomplish this?   

Hi,Object Deletion can be performed only for scheduling data?  

Please let me know, whether there are any automatic mechanism for creating part disposition, in our case in mobile created one part disposition but in FSM after some time part disposition duplication created even task is not completed. Note: while duplication creation of part disposition, from mobile part disposition record not synched with DB, it was waiting or ready. Addition Info:Custom client script is not written for inserting the part disposition in mobile.

Hello,I was testing the new release and I have seen this new field Earliest Start. Does anyone know when or if it is triggered by something in particular? I know I can add a time and date manually, but I was wondering if it’s also filled in automatically.  Thank you very much,Iulia