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

This will include questions related to FSM and PSO.

  • 2,548 Topics
  • 6,720 Replies

2548 Topics

Kasun Manuranga
Superhero (Employee)
Kasun ManurangaSuperhero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Are we able to change the user permissions in FSM SQL databases?

Dear FSM Experts:Are we able to change the user permissions in the SQL databases without a typical update completely destroying our modifications? This relates to the OBDC reports – we do not wish to use a password in a string visible on the server.So we are thinking about using AAD auth and having the users auth themselves via 2FA universal authentication. We can modify the DB to add the user group and have already enabled AAD AUTH.Are there any issues in doing so? Thank you,Kasun

2
Kasun Manuranga
Superhero (Employee)
1 year ago
Kasun Manuranga
Superhero (Employee)
Kasun ManurangaSuperhero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Are there any performance baseline definitions for FSM

Dear Experts:We have observed PM Tasks generations to be very slow in FSM also, the environment being slow intermittently. Do we have any performance baseline definitions for FSM to compare the behavior?Also, we have observed this is happening every day at a particular time period, there the utilization spikes on the environment.  How we can Track the cause? Thank You,Kasun

4
Kasun Manuranga
Superhero (Employee)
1 year ago
A
Do Gooder (Customer)
ACXSCHUBERDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Major release of PSO

Hello,I wonder if there is any major release planned for PSO. Isn't it usually released 2 times a year?

1
rvanlemmen
Hero (Employee)
1 year ago
G
Do Gooder (Customer)
GedcDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Moving from Manual Planning to Auto Planning .

Moving from Manual Planning to Auto Planning . How did you change your Planners Job description / role profile to meet the Exception handling rather than Planning dose anyone have  role profiles, that you are willing to share, to help us understand the changes we need to make 

0
G
Do Gooder (Customer)
1 year ago
JamesB
Do Gooder (Partner)
JamesBDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

UI Designer: How can I extend the header label across the screen?

The header on the PLACE screen in FSM 6u19 allows changing to a different label expression, but when the label result is longer than about half the screen, it is truncated.Our configured screen has only one visible button in the header (Save), so there is still lots of room left over to the right side.Example of how it displays on screenAs a guess, I have tried inserting a <label_percent> tag in the screen XML <header_def>, by analogy to the <column_def>, but then FSM automatically removes that tag upon saving. Directly entering a width for the whole panel doesn’t affect the fraction of space given to the label versus the buttons. Is there a way to increase the horizontal percentage of this label?

2
JamesB
Do Gooder (Partner)
1 year ago
C
Sidekick (Customer)
csandersSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Schedule Board: Sort tasks by column

Does anyone know why we can only sort lists by certain columns when clicking the column header?We would like the ability to sort the schedule board task list by city, but clicking the city column header doesn’t sort the list.  Clicking other columns on the same screen such as “Description” will sort the list.

0
C
Sidekick (Customer)
1 year ago
H
Hero (Employee)
Hasara DinuHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Processes - access return values

Hi Experts, Is there a way to access the return values of the Processes in another process in integration?(As same as we use in the mapping tab? {functionname:return value}) Example Process 1 - function - creates a unique identifierProcess 2 - access the value return by the Process 1  I know that we can use some workaround by saving this value to another user def field and accessing it. But the customer wants to check whether there is a direct way to do it. This is not possible as per my understanding.Highly appreciate your feedback on this. Thanks,Hasara

1
Saranga Amaraweera
Superhero
1 year ago
H
Hero (Employee)
Hasara DinuHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Use xpath in Processes XML message - Integration

Hi Experts, Is there a way to access the xpath values(XML inbound message xpath values) in Processes XML message tab? I have tried multiple scenarios by changing the execution points and changing the xpath definitions as below. <update_place>  <place>    <place_id>1233</place_id>    <user_def5>{xpath('name')}</user_def5>    <update />  </place></update_place> {xpath{‘//name’)}{xpath:name} As per my investigation, this customer requirement is not possible.Appreciate your input for this. Thanks,Hasara

1
Saranga Amaraweera
Superhero
1 year ago
T
Do Gooder
TatKkkkkRDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to get the serial id in real time in mobile after raising part need without doing shipment and receiving in mobile

Dear Team, Can anyone tell me Is there any possibility to get the serial id in real time in mobile after raising the part need without doing shipment and receiving in mobile.  Thank you

3
T
Do Gooder
1 year ago
T
Do Gooder
TatKkkkkRDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to generate report through MPM and need to attach in task screen

Dear Team, Can anyone tell me Is there any possibility for doing the below steps in configuration. In Task screen, while changing the task status the report needs to be generated automatically and the generated report needs to be attached under attachment tab. Thank you

2
T
Do Gooder
1 year ago
T
Do Gooder
TatKkkkkRDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Attachment is not coming reports

Dear Team,Can anyone tell me Is there any possibility to display the attachment in reports.We are trying below steps for displaying the attachments in reports Adding the Customer Signature for a task in mobile. In Report adding Image control, setting the Image source as 'External' in the properties. Fetching attachment path of the signature in query and configuring that in the image. Then uploading the RDLC file in the FSM application and generating the report, but attachment is not coming in the report. We have given the attachment directory app param.   

4
Saranga Amaraweera
Superhero
1 year ago
S
Do Gooder (Customer)
StejonatLDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Saving Input to records in Lookup screen

Hi all, I am using IFS Release 6, Ver 18.I have a custom Lookup screen. I have added a user_def field as checkbox type in one of the listed columns.  My question is how do I save inputs to this checkbox field from the lookup screen? Inputs meaning, when I check the box.When I click save, I get “no changes to save” message. 

7
S
Do Gooder (Customer)
1 year ago
A
Do Gooder
AkifscommunityDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How we can add link Navigation in FSM Lobby?

I'm using IFS FSM 6 smart client. I'm not able to add navigation for particular task ID from List view of Lobby.Suppose we have tasks having Task IDs 1,2,3,4,5 etc. on List view of lobby. When I will click on task id 4.. it should open the task having task id 4 in task screen.How I can configure it??

11
V
Do Gooder (Partner)
1 year ago
A
Do Gooder
AkifscommunityDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How we can add drop down filter in FSM6 Lobby even after not having info data source?

I'm using IFS FSM 6 smart client. How we can add drop down filter in FSM Lobby? How we can add date picker filter in fsm lobby? FSM having data source type as SQL, Query bulider, Perform and Script... Not having Info data source.

1
Lee Pinchbeck
Ultimate Hero
1 year ago
AAHALK
Sidekick (Employee)
AAHALKSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Is it possible to display contents of a report attached to a message notification in the e-mail body in FSM?

Currently a notification message has been set-up to send a specific report that is triggered by a combination of Monitor Schedules and Business Rule. Is it possible to display the contents of the report in the e-mail body instead of only as an attachment. The request is to display contents of the report in the e-mail as well as to attach the report as a Excel file. The customer is using FSM 6 V 12.Constraints: The number of rows on the excel file generated as the report is not fixed Maximum rows on the excel file cannot be predictedThe report required to be displayed in the body of the message notifications.  

5
AAHALK
Sidekick (Employee)
1 year ago
I
Sidekick (Customer)
IGMIGMIMXMDSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM test DB refresh

I am trying to refresh the test DB with up to date data  (SQL) with the a backup of the PROD DB, however when I restore the DB (either full or files and folders), and then try to connect with the client app it says it cannot find the DB. I am sure it is possible but I must be missing something simple. Any help would be greatly appreciated. 

13
I
Sidekick (Customer)
1 year ago
T
Sidekick
TatKhandMSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

In FSM Smart Client Getting Business Rule watch log notification ?

Frequently getting Business Rule watch log notification in smart client even after removing all the Watch Log in the Business Rule.?Appreciate your support …..  

4
Kasun Manuranga
Superhero (Employee)
1 year ago
H
Hero (Employee)
Hasara DinuHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Inbound maps - Input type

Hi Experts,I am trying to use the INPUT TYPE = ‘Inbound XML’ for the inbound maps in xml map as shown below.It seems INPUT TYPE = ‘Inbound XML’ is not working but the INPUT TYPE = ‘Response XML’ is working as expected. Why inbound xml type is not working here? Are there any additional configurations that I need to do? Thanks,Hasara

3
Saranga Amaraweera
Superhero
1 year ago
E
Do Gooder (Partner)
ERCKOMALKDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Webclient issue: A125: No license information was found for the user

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?

4
roklde
Superhero (Employee)
3 months ago
H
Hero (Employee)
Hasara DinuHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Roll back transaction in Integration

Hi Experts,There is a requirement from customer that they need to rollback the entire transaction if any issue occurs during the transaction. Example - Inbound integrationCreate task/place/requestIssue occurred during place creation. Roll back task, request also with the place entity rollback process They need to rollback whole parent/child creation/update if any issue is occurred during the inbound integration phase.Any idea about this? Thanks and regards,Hasara 

1
T
Hero (Employee)
1 year ago
H
Hero (Employee)
Hasara DinuHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Automate the process to upload data from external DB

Hi Experts, There is a requirement to automate the process to upload the data from external DB(SAP) into IFS FSM DB. I know that we can use folder listener to achieve this requirement.Is there a better way to achieve this than folder listener option? Thanks,Hasara

2
T
Hero (Employee)
1 year ago
A
Do Gooder (Customer)
ACXSCHUBERDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO week number in gantt

I wonder if there is some parameter that makes week numbers shown in gantt schema.Hope you understands ;) best regardsLars s

3
B
Do Gooder (Customer)
1 month ago
S
Do Gooder
seedaDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

inbound schema definition

Hi Team,is there any way to generate inbound interface json/xsd definition for inbound interfaces using xml map to share it to external system.  perform inbound is generic one , it is not related xml map which we built for specific fields related to tables/hierarchy   

1
H
Hero (Employee)
1 year ago
M
Do Gooder (Partner)
MZamoDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Grant Type Client Credential with FSM - Is it feasible?

Hello, we implemented OAUTH2 integration to support API exchange of Customer ERP (Microsoft BC) with FSM. Customer want us to manage Client Credential as Grant Type and avoid the refresh token step (within the postman it launch the pop-up for authentication). Any recommendation on how to fulfill this? Or what can we propose to Customer to avoid the pop-up step or automating it?Please note thay are using Service Bus to orchestrate API calls.Thanks 

1
Lee Pinchbeck
Ultimate Hero
1 year ago
L
Sidekick (Customer)
lisa.gilesABSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Auto Issue Parts on WO

Hi,Is it possible that when a Purchase Order, connected to a Work Order is receipted that ALL receipted parts get issued automatically to the Job to prevent the User having to receipt and issue? Thanks, 

0
L
Sidekick (Customer)
1 year ago

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