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

Hi Everyone, Is there anyway to change the document types that can be uploaded via MWO in Cloud 23R1 or later?  See image below.   Thanks in advance!  

Currently we have seen an issue where receiving is not showing to multiple users, not the intended receiving person, as well as seeing receiving persons who are associated with the request but not the person. Is this something related to the ‘Owner’ Flag on the sync rules? Or another field within them?

Hi Community, has anyone already developed client report showing QR code? Could you share the tips and tricks developing it? Thanks in advance for your feedback. Cheers,~Juni

Dear experts,We are implementing FSM at a refrigerator manufacturer and they have an extended warranty contract with their customers.The services are carried out by an outsourced team.Therefore, to fulfill a request covered by a customer I have 2 contracts. One with the customer for warranty coverage and another contract with the company that will carry out the services.1. Can I indicate 2 or more different contracts in the requests?2. If not, how can I configure this flow?Thank youTranslated with www.DeepL.com/Translator (free version)

We need to configure the smart client for external users outside the corporate network. Would Citrix be the best option? What to configure Citrix for this case?

I am in the process of creating a design for a customer using FSM6 update 25. I need to add a new custom screen but when trying to add the screen, the drop down list for the “Screen Type” field is missing the “Standard” option. All others however exist. The message_id ‘Standard’ (message_type=CODE) exists in the metrix_message_def table. Also, the table metrix_code_table does include the row code_name=’MM_SCREEN_TYPE”, code_value = ‘STANDARD’ and active=’Y’.Any ideas what is missing?

Trying to see what i am missing here. i have updated a few shift for a few resources however i do nto see these changes reflect on the Resource Shift Change Log screen in the cloud. Entity: ResShiftChangeLogView: RES_SHIFT_CHANGE_LOGi does not seem to be recording anything on the table when i checked the db.is there something i need to activate prior to enable this change log?Version 23R1

Hi team, How we can restrict some of the report operators for specific parameters Here, for example we want only “Equals” operator to be shown for Service Type parameter. But all operators should show for rest of the parameters.see attached screenshot from FSM smart client  

When using appointment booking in FSM it appears that no matter what value is set in PSO against the appointment template 'offer expiry window' field, the offer slot is only valid for 5 mins.Does the FSM-PSO integration consider the PSO appointment template offer expiry window or will it always default to 5 mins? Is there a way to change this default value?

Hi Experts,We have the requirement to show only the date part for the plan_start_dttm field of task (on the web client). We tried to achieve this by adding a DATEONLY mask type on the custom metadata level. So, now we got it to show this  instead of this This worked well from the UI p.o.v as well, because the user no longer has to select a time when setting this date (which is what they expected)But then we ran into an issue with time zone differences. The customer time zone is UTC+10. Whenever a task was created before 10 a.m, the field returns the date part of the UTC time (without any timezone conversions), resulting in showing the previous date on the client.Example,with DATEONLY mask for the plan_start_dttmIf a task is created on the web client at 8.00 a.m (on brisbane timezone/utc+10), with the plan start date set to 23/10/2023 and saved, soon after saving the plan start date shows 22/10/2023.  If a task is created on the web client at 11.00 a.m (on brisbane timezone), with the p

Hi Experts,Can anyone help me to sort the following problem?Customer is facing a issue whenever they tried to inactive some users.In FSM Client, they cannot change some person records in FSM due to an error that we get everytime when attempting to save the changes. For some users, whenever saving changes made to the person record, we receive an error "row ____ was changed after it was selected."  I have tried the following solutions from the community post, but unable to sort the issue.https://community.ifs.com/business-rules-305/error-row-request-2444-was-changed-after-it-was-selected-reselect-and-try-again-2815 There are 2 user_def fields defined in the person custom metadata and they are both set to force select = Y. There is a relationship with cb_weekday table to the person metadata and cb_weekday has fields that also updated to force_select = Y. Note :- This happens if customer attempt to change anything on the person screen..They are able to circumvent the error by updating the

Backup and Disaster Recovery IFS has multiple backup mechanisms to provide multiple layers of protection. For general backup and disaster recovery, this section outlines current policies as stated in IFS Global Support Policy at https://ifs.com/legal.  However, these materials do not detail specific thresholds customers are asking about.    What is the RTO and RPO for SEI’s Production IFS Cloud and PSO environments?As a quick refresher, RTO stands for Recovery Time Objective and is a measure of how quickly after an outage an application must be available again. RPO, or Recovery Point Objective, refers to how much data loss your application can tolerate.

In setting up SSO authentication in FSM to PSO, we’ve lost the ability to use HTTP to log in via the IFS signin screen with Admin credentials. We tried setting up IIS for PSO to allow Windows and Anonymous, plus setting the anonymous param in PSO. This still only allows Scheduling Workbench login from FSM, orWhat we want to be able to do is use SSO from FSM, *and* have the ability for PSO Admin to use the IFS HTTP login screen (which doesn’t appear anymore, only the MS option above shows up when putting the old link in the browser). We don’t want Admins to be locked out of PSO if something goes wrong with the FSM SSO authentication.Anything else we need to configure/do? Thanks

Hello experts,Can we change the logo of PSO with client’s logo? Thanks

We are new to IFS Cloud, does anybody know if I need to worry about license renewals? I know for our PSO environments, I need to request IFS to apply license renewals annually.Thanks

Hi, how can you get access to the IFS PSO Sharepoint?As a partner I have full access to the IFS Cloud Sharepoint but not the PSO or FSM Sharepoint. Unfortunately I cannot find the contact person on IFS webpages to add me to the necessary sharepoints. Any ideas whom to contact?  Kind regards, Daniel

Hi Team,Is there any Reporting Module available in PSO for fetching FT shift & task assigned to FT with travel duration etc.. Currently we have Analysis options where we are not getting much expected details. Regards,Shiyaz

A customer asks, I would like to know whether its a possibility to use the REST API the PSO web app uses (i.e. https://host/IFSPSOWorkbench/api/ResourceScheduling/UpdateActivity)Because I am unable to see the usage for the swagger mentioned apis. So, is this a possibility?

Hello All, I created a business rule with Notification process Type. Notification message is an HTML formatted message, and we needed a Promised date column from a part need table.  The output of the notification message comes with the Day, Date and Time , however we need only Day and Date. Can help me how to do that. Below the screenshot of the output and the screenshot of the Notification message. Output:Hello GSI,We created the part need and below the details.Symptom reported by the theatre:help me 26 FW: 21185 AMC Plaza Bonita 14 - COMMISSIONING REVIEWIf you require an update please contact the INOC and reference Request ID#354756.PLACE ID: 21217PLACE NAME: Yonge & Dundas 24 ADDRESS: 10 Dundas St. E., Suite 402CITY: TorontoSTATE: ONCOUNTRY: CAZIP CODE: M5B 2G9PART REQUESTED DATE: Tuesday, October 3, 2023 12:00 AM  On the above Time should be eliminated Notification Message:<P>Hello GSI,</P><P>We created the part need and below the details.</P><P>&l

Hello all,  As you can see in the screenshot below, I have selected certain fields from the specific list to be made read-only.However, when I log in as a dispatcher user and go to the Planning --> Resource Data --> Resources, I notice that only the free-text fields have become read-only. The dropdown list fields, for example, remain active, and I can still edit them. Is there a way to make all fields read-only for this particular list , regardless of their type?Please provide your inputs...Kind Regards

Hi, just reaching out to see if anyone has any experience re migrating FSM/PSO from an Oracle database to MS SQL  Many thanks.

Hi experts,I am facing an issue in PSO. I have observed that when I modify a task in PSO, the 'modified by' field does not capture the username or full name of the user who updated the task. Instead, it always takes the same value, which is IFS_PSO. Is there a way for this specific field to take the username of the user when they manually change it? Please provide your inputs... Kind Regards

Hi Team, The customer portal's email or password field is left empty, a message is displayed showing 'OK' instead of the intended message. I have attached a screenshot below for reference.ThanksVenkat

After a fresh FSM Installation or upgrade, mobile is not syncing, remains "Syncing" for ever.

Hello experts,Is there a way to pick a value from PSO Database and display this value to a tab on FSM web client?