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

This will include questions related to FSM and PSO.

  • 3,278 Topics
  • 8,683 Replies
3278 Topics
B
Hero (Customer)
BrianGHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FIELD-BASED MOBILE EXTRACT RESTRICTIONS

In FSM6 Update 25, a new enhancement has been added to reduce the messages being extracted between FSM Server and Mobile.  What is the logic that determines “If an update message from FSM Server is not relevant to any of the fields used in FSM Mobile designs?”The name of the new app param indicates that the logic may only be checking if a field exists on a screen in the mobile client.  What about other field changes that are not on a screen but are used in logic to determine behavior?  For example, a client script could select user_def25 from the mobile database, but if that field is not on a screen, an update on the server will not be sent down to mobile.

953
B
Hero (Customer)
A
Sidekick (Customer)
anushakhSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
work order planning gantt

Is there a way to see allocated to(resource/resource description) here in the tasks? Its strange that it does not show the resource in the task 

761
Alexander Heinze
Ultimate Hero (Employee)
A
Sidekick (Customer)
anushakhSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
gantt chart export to excel or pdf

Can the gantt charts be exported to excel or pdf by some way? Like WO planning gantt/resource shift gantt--if there are many resources/tasks, it becomes difficult to just refer gantt to get a holistic idea as it needs scrolling, so can it be exported? 

960
A
Sidekick (Customer)
P
Hero (Employee)
Paul DrennanHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
ODATA - Use an OData batch GET then DELETE from the returned results

I'm trying to compose an OData batch to retrieve a set of results from table PAYMENT using request_id for the retrieval. From the returned results I want to extract the payment_id and add this to the URL for the delete as payment_id is the only allowed unique key in the delete URL.I have the below OData batch:--batch_ABC Content-Type: multipart/mixed; boundary=changesetPQR--changesetPQR Content-Type: application/http Content-Transfer-Encoding: binary Content-ID: 1GET https://XXXX-dev.corporate.ifs.com/FSMDEV/odata/payment?$filter=request_id eq '991' HTTP/1.1 Content-Type: application/json--changesetPQR Content-Type: application/http Content-Transfer-Encoding: binary Content-ID: 2DELETE https://XXXX-dev.corporate.ifs.com/FSMDEV/odata/payment?$filter=request_id eq '991' HTTP/1.1 Content-Type: application/json--changesetPQR-- --batch_ABC—Below are the results:--batchresponse_fdffc443-4f7c-4be7-bbb6-4804476baa4d Content-Type: application/http Content-Transfer-Encoding: binaryHTTP/1.1 200 O

2421
Jon Reid
Hero (Employee)
H
Sidekick (Customer)
Heraghty123Sidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Travel duration 2777777:46:40

Hi, Can you offer any suggestion on why we occasionally see a travel duration of 2777777:46:40 (300+ years)?In most circumstances we see a max travel duration of 24 hrs. On occasion we have activities with coordinates of 0,0, this is a separate issue that we have identified.      Any suggestions of what to look at or how to troubleshoot would be much appreciated. Thank you

411
tomgreenwood
Superhero (Employee)
H
Sidekick (Customer)
HDZRISHABHSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Filtering technician based on competency

Hi,while assigning task using option Assign work can we filter associate using competency? or can we add custom field here as this screen is a virtual one. 

412
H
Sidekick (Customer)
C
Sidekick (Partner)
CurJulieTSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
How to set up commit rules in PSO when NOT using SDS

Hi,  We are setting ups PSO for Apps 10, for the first time and are struggling with the commit rules. We do not use SDS, but would like for the first task to commit to the user automatically. Can anyone point me in the direction of where to set this up?

1092
C
Sidekick (Partner)
M
Do Gooder (Customer)
mknchambersDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Smart Client Integrated silent install with options /switches

Good afternoon, Is there a way to install the FSM Smart Client integrated install as a silent install with command line switches to define the Product type and the product name like below. We are trying to automate the installation of the client for users after an upcoming upgrade and want to be able to have users select dev, qas, sbx or prd environments in the dropdown. We have figured out the placement of the file for the metrixendpoints.xml file after the install, but want to push the client install to 50+ users and don’t want to have to touch and interact with every install on every client. Anybody else run into this? Thanks in advance.  

1401
roklde
Superhero (Employee)
H
Sidekick (Customer)
HDZRISHABHSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
adding attribute in card of gantt. chart

Hi,We want to add custom attribute Resource ID{with name} in card of gantt. chart but we can not find the entity neither we can find the predefined attribute in content section. Is there a way to do so? 

400
H
Sidekick (Customer)
A
Do Gooder (Partner)
ankit.singhDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Release Notes of FSM6 Update 25

When will we expect to recieve the Release Notes of FSM6 Update25?

1273
Shneor Cheshin
Superhero (Employee)
D
Do Gooder (Customer)
Dean OCDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
How to convert an inbound array into a single string?

I am seeking to receive an array from our customer’s system and convert it into a single string that we can add as a note.They are sending the below in the body of their message: "request": {"site_id": "0085","template_id": "1533","cross_reference_id": "RTS-326","po": "RTS-326","priority": "","part_id": ["00DN001","00L8367","01L1646","011545A","01L1647"],"long_description": "Testing scanner order"}When reviewing the transaction logs, I can see that all 5 parts were interpreted in the system but only the first part_id, 00DN001, populates in the notes.<request>  <site_id>0085</site_id>  <template_id>1533</template_id>  <cross_reference_id>RTS-326</cross_reference_id>  <po>RTS-326</po>  <priority>  </priority>  <part_id>00DN001</part_id>  <part_id>00L8367</part_id>  <part_id>01L1646</part_id>  <part_id>011545A</part_id>  <part_id>01L1647</part_id>  <long_descrip

973
D
Do Gooder (Customer)
H
Sidekick (Customer)
HDZRISHABHSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
create hierarchy in work order planning chart

Hi,How can we create an extra hierarchy which is based on type of work Ex{software,mechanical} in the following screen on {yellow part highlighted} 

270
H
Sidekick (Customer)
S
Sidekick (Employee)
ShobanaSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Difference between Stock_bin and Stock_bin_table

Hi Experts , What is the difference between Stock_Bin and Stock_bin_table?Thanks and Regards Shobana

642
S
Sidekick (Employee)
R
Sidekick
Rajasekharp45Sidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Scheduling Workspace Data and Planning Workspace Data

Dear Community,I have added some sample Resource data manually under “Planning” workspace, and also created an activity / resource data using through REST API ( http://…./../IFSSchedulingRESTfulGateway/api/v1/scheduling/data?dataType=SCHEDULE&datasetId=Default&includeInput=true&includeOutput=true ) added under scheduling workspace,  I see the DSE has been picked up the resources from Scheduling workspace and scheduled the activities rather from Planning workspace.  Also I am able to create same resource ( with same resource ID ) in scheduling workspace as already added  in the Planning workspace.  Is this normal behaviour that we can add duplicate resource data in Scheduling and planning workspaces ??  Can anyone please clarify on this ?

2039
Alexander Heinze
Ultimate Hero (Employee)
S
Do Gooder (Customer)
StejonatLDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
LaunchBrowser in Client Script for Mobile

Good Day All, This question is regarding the LaunchBrowser function in client script. I am using this client script in Mobile. when launching the browser with appended text for example:var url =“www.google.com” + “?”;)launchBrowser(url); the result output is www.google.com/?Am I able to have the output without the slash? so that result output is www.google.com?

574
S
Do Gooder (Customer)
A
Do Gooder (Customer)
AfricaDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Service Contract - Change expiry date error due to PM

Hello,We are trying to extend the Expiry Date of a service contract which is already expired.When trying to update the date, we get an error message saying: “Validity peirod of the serivce Line cannot be shorten as there are generated work orders on later dates of the PM line/lines”.We are not trying to short the date, but to extend it. Also we have finished all the work orders linked to the PM actions but still getting the error. Has anyone seen this error before and know how to fix it?  Thanks,Africa

1564
P
Do Gooder (Customer)
C
Do Gooder (Customer)
cclooklookDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Is it possible to manipulate "Choose New Status" dialog value based on some value of the task?

Is it possible to control the possible value displayed in “Choose New Status” dialog based on the value of some task’s field?E.g., Show “Accepted” when the Plan Start of task is empty and “Booked” when Plan Start field is populated. Thanks and best regards,Beng Suang   

377
C
Do Gooder (Customer)
M
Sidekick (Partner)
MirajSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
CREATE OR ALTER not working in FSM?

Hi Experts,I am not able to use the the create or alter command for views in FSM.I believe the following SQL is valid and yet throws an error create or alter view request_temp_view as select * from request  

937
M
Sidekick (Partner)
L
Sidekick (Employee)
Leibnitz GermanioSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
PSO Is not Automatically Runing System Task

Hello friends, hope everyone is well,We create a StopPSO-Cut attribute and place it on the job codes that we want removed from the technician's timeline (PSO Pic))We waited 5 min and it only worked when we forced it manually: (PSO Pic 1)Whenever we do this manually, it is reflected in System TasksWe then configured “ System Tasks – Schedule “ to auto update every 1 minute. The “Run History” shows the routine was run but it did not not update the PSO: PSO Pic (2)Why is not MWM configuration working automatically the same it is working manually?

280
L
Sidekick (Employee)
V
Do Gooder (Partner)
VikrantDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
PSO Manual Commit Issue

Hi community, I have few task in allocated state when i try to commit them manually it comes up with error.  

1296
I
Sidekick (Customer)
N
Do Gooder (Partner)
NandanMishraDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Global search ~ backend Query

Hi Team, We are looking for the query that is associated with Global search bar present in the request screen, so that we can have details of the field that we can search in the global search bar. I appreciate your quick response! Thanks in advance! Regards,Nandan Mishra

301
roklde
Superhero (Employee)
N
Do Gooder (Employee)
Nethli DahanayakeDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
How to perform DB Clone using the provided .BAK file?

I am an undergraduate trainee systems engineer at IFS & new to these things. Can someone help me with the steps to perform the cloning process & the things we should consider before performing cloning?

1584
N
Do Gooder (Employee)
H
Do Gooder (Partner)
HannMatDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
PSO Assigning Tasks During Leave Period

Good day We have a situation where leave (Unavailability) was captured for a Resource on PSO under Resource Planner. The time period for the leave was 19 July 2023 12AM to 24 July 2023 7AM. The issue is that PSO assigned a task to this Resource on leave at 19:26 PM on 23 July 2023. As far as I understood, this is supposed to be impossible. Please advise of any solutions and/or causes to this issue, and where I might investigate, as there seems to be no problem with how the commit rules were set up.

712
H
Do Gooder (Partner)
O
Do Gooder (Customer)
Ooha Priya BattulaDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Is it possible to show some specific task status values to one group logged in users?

Is it possible to show some specific task status values to one  group logged in users in smart client?

392
O
Do Gooder (Customer)
O
Do Gooder (Customer)
Ooha Priya BattulaDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
In XML Map - How can we return multiple keys to external system which are not keys in primary table

I have an example here,FSM Key -  Request ID, External system key - Complaint IDIn Inbound integration, I am using request as primary table. In the table key returned I have used view for sending keys(Complaint ID) to external system which are not the key in primary table of Request(FSM).  Here my question is,  How can I send Complaint ID in the acknowledgement ? But Complaint ID is not a key in our system. It is key in external system. As it is condition implied by client for acknowledgement of Complaint ID, I have created a view and made complaint id as a key in the view and sending back to external system.  

502
O
Do Gooder (Customer)

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