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

we need to do engineer assignment for some requests however those requests are already closed in FSM. So, if we reprocess the integration it will not work. but we can create a payload using query for those requests. Is there a way to send the payload manually using xml poster or something like that?we should be able to use the same mechanism to send the message out from FSM also right?

Hi,We havbe an issue whereby the Mobile Device IFS6 u16 doesnt rename file attachments if they are a .docm file extension and they have ‘id_XXXXXX’ (Task ID) at the start ofc the filename (Which gets added by the smart client).  The result is that if the filename already exists, the new file attachment on the task will point to the older file with the same filename.  JPeg files for example are not affected the same way. Is this a bug? or a ‘feature’? the only work around is to manually rename the file on the device before reattaching it, but sometinmes our engineers forget to do this, and they use the same offline file on their device for multiple tasks (its a test results form) Is there any setting or config we can alter to change this behaviour? ThanksMartin

Hi there, We are currently using FSM6u10. We are able to attach files to a Task that are synchronised and appear on the tablet. We have a requirement to attach a pack of files as a ZIP.  When attaching the ZIP file, the attachment appears on the Mobile FSM App task with a big X.Is it possible to attach and synchronise ZIPS or other non standard file types to a Task in FSM Mobile and save them on to the device for Unzipping.? Is this something that is improved on later versions of FSM? Thank you, Angelo

Hello FSM community,we currently work on a survey set up, for our mobile device that consists of multiple surveys, to give the user more flexibility.This setup works quite well, although we have a question to the visual presentationin the mobile client when multiple surveys are used.  Navigating to “Survey”, a drop-down menu “Choose Survey” shows all different surveys that are linked to a task. Is this drop-down list editable?The optimal scenario would be a visual indicator next to the survey name, when a survey is not finished. This indicator could be a symbol if a survey is not completed, or a number that indicates how many answers are still open.If this drop-down list is not editable, a workaround would be to have a counter on a different screen, for example the technician review screen, that indicates how many surveys are finished and how many are still open.Does anyone have experience with this topic?with kind regards,Michael Pieber

Hi all,I want to compare two datetimes, and get the amount of seconds left.I tried SELECT DATEDIFF(second, GETDATE(),ACTUAL_TRAVEL_START_DTTM) FROM task WHERE task_id = {0} This one works via the sql query tool. But if I use it in a getdvalue, no value is returned  getDBValue("select CONVERT(TIME,ACTUAL_TRAVEL_START_DTTM - GETDATE()) from task where task_id = {0}", taskid);  

Hello,I want to make a confirmation loop to a screen. I can add confirmation from object links. However, this confirmation has no connection with the transactions I make on the page. How can I link the confirmation to the page?

Hello Everyone, I’ve a need where the IFS connect consumer would send a mesage to IFS Connect with an GUID in the header and the consumer is expecting the same guid to be passed in an response message. The GUID will be different for each message comming in to IFS Connect. The intent is to co-relate the reponse to the request and that the reponse is for the same request made. In this context, I have the below queriesHow do I enable this in IFS Connect? Will there be any customizations required to fulfill this requirement? How different will the change be for SOAP/XML Vs REST/JSON? How can be change be implemented for asychronous calls vs sychronous calls? Can IFS connect implement this requirement vice versa?I greatly appreciate your quick help, suggestions and support.

Is there a recommendation as to which collation to choose for a FSM Database running on MS SQL Server?  

Hello everyone,I followed the provided instructions to install the Hierarchical Travel Matrix (HTM) in PSO. However, when I attempted to test if it is working properly through the compare tab, I only received results from the straight-line distance.Here are the steps I took after the installation:Created a new HTM connection through the Connections form. Added "BAL" in the value field for the HierarchicalDatabaseMatrixId parameter. Entered "Hierarchical Travel Matrix" in the field of the TravelCalculationOption parameter. Chose the "Straight Line On Error" parameter (I have tested even without this parameter checked). Enabled the HTM connection.   HTM ConnectionPlease note that no errors were encountered during the entire process - not even in events.So, I would like to ask if the above procedure seems correct.Is there a way to verify if HTM has been configured correctly?Any insights or guidance would be greatly appreciated.Thank you!

Hi All, I have a resource that is working on both Shop Orders (Production) and Work Orders (Field Service Engineer).Case:a field service engineer that has no immediate work orders will jump in and help the production guys. We want to be able to schedule this. A Production resource is required to go on-site to a customer because of his specific expertise and will need to be assigned to a work orderShop Order planning is done through Advanced Planning Board.Work Order planning is done with Allocate Resource and Resource Monitoring Gantt. Problem:On APB, I can see my production resource/Field service engineer but I do not see when he is assigned to a Work Order(s).On allocate Resource: I can see my production resource but I do not see already scheduled Shop Orders.  Is there a way to have these 2 planning methods interact and at least show that Person X is working on a Work Order/Shop Order and is unavailable at that specific time? Best RegardsRoel 

Hello Everyone, Normally we can have different API versions of an API, where each version could be used by different third party consumers. I woud like to know if there is any API versioning strategy in IFS Cloud. I greatly appreciate if anyone can provide details on the API versioning strategy. I know there are IFS API’s that conform to OAS 2.0/3.0, but I’m not keen on this, but specially versioning within the API itself.Your help and support is greatly appreciated.

Hi all!Is it possible to specify which datasets are visible in a group (in Administration → Organization → Groups)?Additionally, how can we set the visibility of a group to have access only to one or some divisions within the same dataset?Please provide you feedback!Thank you!

We are starting to use the Service module on IFSAPP10 and we have some issues on how to solve the best flow for renting out machines (a serial object) to our customers.We want to:Invoice from the Service contract only, since we invoice other services like pm, call-outs etc. in other words we do NOT want to invoice trough Rental Order Lines. The serial object must remain as company owned. The serial object is set as rental asset and then set up as a fixed asset in Finance.Questions:Can use the service request/work order flow to move a machine to an external customer without using a customer order?  Is there any other options on moving a serial object from the warehouse to a customer so that it is till Company owned and in facility at a costumer location?

Hi,Is there any option to get FSM person Place record time zone to get sync in PSO Resources Time Zone FSM Person Place Record:PSO Resources ScreenRegards,Rehaan

Hi, Trying to create a business rule that fires from table TASK_TEXT, but need a value from the REQUEST table.  Tried to set up a join in the custom metadata, but wont let me map from TASK_TEXT to REQUEST?  How should i go about this?Tried to do it another way by setting up a USER_DEF field in Task text to store the REQUEST_ID but cant see how to get it to do that? Any suggestions please? Martin

Hello FSM experts, I’m facing a problem where a certain field returns 10 decimal places when the table is queried in the Production environment where as the same field returns 0 decimal places across the other environments (TEST and DEV)PROD:TEST and DEV: The custom metadata and the table script for this field is identical across the environments seems like the mask type is ignored by the server in Prod.Note: No decimal places are shown in the UI across all the environments. Appriciate your help regarding this issue. Kind regards,Anupama Nagahawatta

Hi Experts, I am trying to create a custom Substitution map for my distribution list. The notifications are not being sent to the email. Just want to confirm with you guys that Sub map setup is correct.Background:I am creating a notification for updates to PERSON_SKILL table.VIEW table select statement is running a DATEDIFF function Scheduled Process is periodically pulling inputs from VIEW table and updating to PERSON_SKILL.USER_DEF3 An Update is sent to PERSON_SKILL.USER_DEF3 from Scheduled Process Notification BR runs Email is sent to wild card membersI have tested all steps and step 5 works for Mobile Notifications by hardcoding PERSON_ID, I am having trouble with custom sub map if i use below wildcards for both Mobile and email notification. So issue is most probably due to Sub map / distri. List. List of Wild Card Members:1. Team Lead of a team: TEAM.PERSON_ID_LEADER  2. Person of the corresponding PERSON_SKILL line that was updated Appreciate your help.   

Hello All,Can you please advise what sets a user’s time zone in FSM? From what I have seen, it should be in local time.  One of my users for the IFS - FSM application  who is in the Pacific time zone seems to be reverting to Eastern time, but other FSM users at the Pacific branch have theirs showing in Pacific time. User in question settings User’s Windows Settings are correctAny thoughts or insight/assistance would be greatly appreciated.  Thank you MB  

I am having trouble setting up locationless activities. So far, removing the location from the Activity creation throws the activity in the catchall with an invalid location. We have the parameter to allow locationless activities enabled but aren’t able to create any. Any documentation on this would be greatly appreciated.

Hi,I have a small number of tasks that are being completed and this completes the Request. Upon the Task being completed they are being met with the following exception. The value for column 'contract_version' in table 'request' is DBNull. The full message from the server logs are;Message: Exception Message : The value for column 'contract_version' in table 'request' is DBNull.Source : Not AvailableTarget Site : Not AvailableHelp Link : Not AvailableInner exception message : The value for column 'contract_version' in table 'request' is DBNull.Inner exception source : Metrix.BusinessEntitiesInner exception target site : get_contract_versionStack Trace : Inner exception stack trace:    at Metrix.BusinessEntities.requestRow.get_contract_version()   at Metrix.BusinessServer.BusinessPolicies.FieldServiceComponent.RequestManager.ChangeOrRemoveRequestChildrenContractCoverage(requestRow requestIn)   at Metrix.BusinessServer.BusinessPolicies.FieldServiceComponent.RequestPolicy.BeforeRowUpdate(M

Hi team,Is it possible to change Calendar starting from Sunday to monday? in FSMRegards,Shiyaz

Hello,we like to add new customer into FSM over the interface from CRM. Bevor the new customer ahve to be added to the FSM we like to have a duplication check into FSM. Does anybody know if a duplication check tool is available by IFS? Thanks Markus

Hi,If user is updating task status from mobile or webclient. How can we update tast event table  in FSM showing this status updated from mobile or webclient or smart client?? 

Hi Team,I’m trying to create custom description on task event tab by using client script as below, but it is creating double records for same event type due to baseline task event generation BR. Please support here.  Thanks,

Hi Team,What kind of expression we can use in xml type business to fetch previous task status?? or any alternative way to fetch previous task status??