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

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??

Hello,I am trying to find some newly created work task in the unassigned task section in my dispatch console but I am unable to find them.If I assign them however, I can see them in the assigned task section. 

Hi,In dispatch console we are facing major issue . Its showing random work task around 90 % of the task are not coming under unassigned task !!The functionality we tested in other environment too but its working fine there but in Prod is not  .  Thanks

The customer configured SSO using Azure AD and it works well for the client. When login in with the FSM Android mobile which runs on the Android Work Profile and is managed by Intune, it doesn't work. The user is able to go to the Azure AD login page and provide the password, which is accepted, but then a new dialog is prompted saying: "Are you trying to sign in to …? Only continue if you downloaded the app from a store or website that you trust”. When one clicks on continue, it says: "Action Blocked: this action is not allowed by your organization.”The customer believes this happens because this is not a managed app (integrated with the Intune SDK). I think it could also be something that is configured on the Azure Ad that can be changed, so it “trusts” the app and doesn't go through the whole "are you trying to sign in...”. Any ideas? Integrating the App with the Intune SDK sounds like a large amount of work and could also break things.

Hi Experts,One of our customers is using Intune MDM to distribute the FSM Android application. This required to rebuild the mobile application with a new application id (to sidestep the “Upload a new APK file with a different package name” stated here) and they had to generate a new google maps api key for this.The question is w.r.t maintaining different versions of the application to cater for different environments (Dev, Test, Prod).In the conventional approach of sideloading the app, I take it that there is only one APK file (with one Google Maps API key) and copies of this are maintained in separate locations for the respective environments. Hence, in the case of an upgrade or a customization rollout it’s possible to have the mobile application gradually be tested and upgraded across dev, test, prod. In the case of using an MDM, since it’s not possible to load in multiple APK’s with the same application id, is it the case that separate applications (copies of the same app) will hav

Is anyone aware of a customer that is using Microsoft reporting tools (PowerBI etc) to do reporting by interrogating data in their FSM6 or IFS Cloud solution?

Hi, I am currently trying to change ID of Primary key, using RAM_Data_Update, and it doesn’t work.My questions are: Is RAM_Data_Update the right entity to use for this case?  Is it even possible to change ID of Primary Key? If it is possible, please share some specific case, using xml document ideally. PSO StandaloneThanks for help! 

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

We noticed that when SLA gets expired, and for example the activity status = "ONSITE", the task disappears from PSO. There should a way (an option) to show expired SLA tasks in PSO as this is important for the business users

Can anyone please share an XML example where you use Ram_unavailability.group_id and what this attribute is for? I tried several things with it but no luck.PSO standalone. 

Could anyone please share the specific XML and settings to make the request_outstanding attribute in the Appointment_Summary entity return True? Or at least what must be set to return true and what does this attribute mean?PSO standalone.

Hi,is it possible to get this resource column information from Scheduling GANTT into Resources Planner . Resources Column: Resources Planners Column: Regards,Shiyaz