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

Hi,I am aiming to show message in alert box like this:  I have tried to use code like this: var resultTasks = getDBValues('C_GET_OPEN_PROD_PM_SCHED_TASK', [productId, productPmId]); if (size(resultTasks)>0) { // NR > 0 -- message to close/cancel the open task message = message + getMessage('cPleaseCloseTask' , 'Information'); message = message + "\n"; message = message + getMessage('cBeforeChangeVCF', 'Information'); message = message + "\n" + "\n"; message = message + getMessage('RequestId' , 'Label'); message = message + "\t" ; message = message + getMessage('TaskId' , 'Label'); message = message + "\t" ; message = message + getMessage('TaskStatus' , 'Label'); message = message + "\n"; for (i = 0; i<size(resultTasks); ++i) { var resultTask = resultTasks[i]; line = line + resultTask.request_id; line = line + "\t"; line = line + resultTask.task_id; line = line + "\t"; line = line + resultTask.task_status;

Hi everyone, We’re encountering a persistent issue with how Private Activities (PAs) are handled in PSO, and we’d appreciate any insights or suggestions.Use Case:Like most, we use Private Activities to indicate when a technician is unavailable. Up until the day of the appointment, everything looks fine—tasks are scheduled around the PA within their respective SLA windows.The Problem:On the day of service, when PSO assigns work early in the morning, it appears to ignore the SLA windows. Instead, it schedules all tasks to begin after the Private Activity ends, leaving the earlier part of the day empty—even if the tasks were originally meant to occur before the PA.I believe we see the same issue with fixed assignments as well under certain scenarios. Example Scenario:A technician has jobs from 8:00 AM to 1:00 PM (let say 4 one hour tasks), and a PA from 2:00 PM to 4:00 PM with his work day ending at 5pm Instead of correctly scheduling the tasks before 2:00 PM, PSO stacks them all after 4:

Hi Community,I'm currently configuring workflows in the Technician Portal and have noticed that the Service filter in the Workflow Configuration doesn't seem to be applied. Even when I set the filter to apply to specific services, the workflow is  triggered  for all the servicesIs this expected behavior, or am I missing something in the configuration?Would appreciate any insights or guidance on how the Service filter is supposed to work in this context.Thanks in advance!

Hi, Does anyone know why we connect a report code when creating an invoicing plan from project Milestone? Report codes are usually Time, Cost and Material. Using invoicing plan we are recognizing revenue. So how these two connected? Thanks in advance.Uththara

Hi,I am aiming to show message in alert box like this:  I have tried to use code like this: var resultTasks = getDBValues('C_GET_OPEN_PROD_PM_SCHED_TASK', [productId, productPmId]); if (size(resultTasks)>0) { // NR > 0 -- message to close/cancel the open task message = message + getMessage('cPleaseCloseTask' , 'Information'); message = message + "\n"; message = message + getMessage('cBeforeChangeVCF', 'Information'); message = message + "\n" + "\n"; message = message + getMessage('RequestId' , 'Label'); message = message + "\t" ; message = message + getMessage('TaskId' , 'Label'); message = message + "\t" ; message = message + getMessage('TaskStatus' , 'Label'); message = message + "\n"; for (i = 0; i<size(resultTasks); ++i) { var resultTask = resultTasks[i]; line = line + resultTask.request_id; line = line + "\t"; line = line + resultTask.task_id; line = line + "\t"; line = line + resultTask.task_status;

Hi,  I have created a Request on the back of a Request Contract. The SLA I defined on the Contract Line appears on my Task SLA (see bottom of screenshot).  However, in the Header of my Request, I can see that there’s a field called “SLA Commitments”, this doesn’t seem to be populated with my Task Level SLA but (assumption) requires a Scope SLA to be defined? Is there anyway to have this field pre-populate, same as the Task SLA (or better still based on the Task SLA not the Scope SLA Commitment)?   

Hi,Do we have any possibility to make an xml map inactive. Which field should be unchecked to make it inactive.

In PSO, there are resources that were created a couple of years ago and given shifts but haven’t been scheduled in the rota for at least a year. Those resources are kept in PSO in case they get assigned to new areas. Unfortunately it appears that when Background Rota Generation is utilized, these non-current resources are appearing again in the Scheduling Gantt. We’ve made sure they are not in any current rota, and do not have any associated shifts. We’ve also removed their Division data. This hasn’t stopped PSO from now generating shifts for them during the background rota generation. What can be done (other than deleting the resources) to stop PSO from creating shifts for those resources and showing those resources in the scheduling gantt? Is there some way to permanently clear their long-ago shift information so PSO will stop including them in background shift generation, as well as including them in divisions that do not apply anymore? We can see the hierarchy in PSO documentation

Hi Do we have any table or view linked with the public filter in PSO. If yes, how can we check that in scheduling GANTT.  

Hi, my client would like an exception to be generated if a task is not scheduled due to a lack of skills. For example, we are looking for a level 3 plumber, but there are none available, so the task is not scheduled. Is it possible to generate an exception ( i don’t find it) or create a custom one to make this information clearly visible?

There is a Operation Not Allowed --Failed Transaction .Tried to ignore that transaction.And it was successfully moved to “Ignored Failed Transactions” screen. But, There are many subsequent transactions without any “Error Details”.  (They are related to the same WOrk order/Task).When trying to ignore them , they are not clearing up from Failed transactions screen. Any suggestions you have on how to clear these failed transactions would be appreciated.

can i create assistant page without using IFS developer studio?

We need to set a flag on task based on the ARRIVED status if that is within the customer’s geofencing area.However, in theory it should work using basic setup, while it is not working practically.Any pointers please?

We are running into an issue where we invoiced a service contract, credited the service contract and now want to change pricing.  Cloud is not allowing us to change anything.  We tried delete, price change, reval, etc. Any suggestions?

Hi,Using FSM6U13, PSO 6.7.0.30We are currently having some issues understanding the schedule status in FSM. On the task, as my understanding, the scheduling status should be changed based on the status in PSO. However, we are currently experiencing a lot of the tasks that are open have no scheduling status in the task table. Is there any smart way to troubleshoot this particular issue?

What customer facing portals are available for customers to log in and view open requests. etc? I'm specifically looking at a portal that is for Service Maintenance in IFS Cloud 25R2 and above.  I know one exists for Service and Maintenance for use on work orders, but I'm unsure on the Service Management and Request side of things. 

Hi All,I want to automatically copy or clone image attachments from a Place to its associated Task. For example, if an image is attached to the Place (in the Attachment tab), I want that image to be included in the Task (in the attchment tab) whenever a new Task is created in the Place’s Service History.It would be great if you help me with this issue.Best Regards,Akshay. 

We added this sample picture to a place General Details.  We need to display this picture on the DebriefOverview from mobile screen.  Image_id field added as attachment: Any idea to display this image?

Hello, I’m currently using the 25r1 ifs demo env. with PSO but I have the following issue: Example 1.I made a shift template with a Break from 12:00 till 13:00 > generated Schedule and capacity.I can see breaks Exist = Yes from 12:00 till 13:00, after that I did a full load of the scheduling dataset but I keep having the problem that PSO is showing that the break is from 11:00 till 12:00.Example 2.If i for example set the break time in the shift pattern template from 09:00 till 13:00 it shows in PSO 08:00 till 12:00I’m a bit lost in why or where this 11:00 / 12:00 data is comming from atm and hoping someone can tell me what im missing. 😓 Example 1.Example 2. Break from 09:00 till 13:00  

I’m new to IFM FSM, can I get a quick guide for installating a test FSM application in windows server. Starting from code and other details from where I can get?

Hi all. Is it possible, in IFS Cloud 25R1, to connect a Request Contract to a Project? I have a Request Contract with an invocing plan and my customer want to see the invoicing plan in an Activity Project.In fact, in 25R1 is possible to connect a Work Order or a Work Task created from a Request Contract with anActivity Project, but we need to see both costs and revenues (from the Request Contract Invoicing Plan) in the Project.HELP!!Best regardsSergio.

We are encountering an issue in our Installation Report workflow related to the picture capture sequence within the associated surveys. Below are the details:Surveys Involved: 857 — Installation data capture with initial pictures 858 — Contains the “More Equipment?” question after picture capture 316 — Additional picture capture survey triggered when required Issue Description:As per the expected behavior: The system should allow the user to capture 4 pictures in Survey 857 Then prompt the user via Survey 858 asking if they want to capture 4 more pictures If the user selects Yes, Survey 316 should start for the next set of 4 pictures If the user selects No, the survey should end Current Observed Behavior:We have configured the Next Survey field in the answer options as follows: For the ‘Yes’ option, we have added Survey 316 in the Next Survey field. For the ‘No’ option, we have kept the Next Survey field blank. However, while testing the survey on the mobile app, we ob

Hi,Is it possible to reassign an already assigned task through IFS MWO Service App? The actual situation is as follows.There is a company who is dealing with courier companies. The company uses IFS Cloud 24R2. This company wants to allocate transport tasks (all work tasks) to courier leaders who are also third party. Further, the courier leaders will have to allocate the tasks to individual delivery personnel via IFS MWO Service App. Can all these allocations be made via IFS MWO Service App?Ex: Customer assign tasks to Courier Leaders from IFS Application to MWO and Courier Leaders reassign the tasks to relevant drivers via IFS MWO. Is it possible? Please advice. Thanks in advance.

Currently in FSM6 UPD29, users are able to edit notes added by other users in work orders. According to the release notes, the ability to edit or delete work order notes was introduced in FSM6 UPD24. The customer needs to restrict this behavior. What suggestions can we provide?

Is it possible to extract the values from the PARAM_NAME column in the PROCESS_PARAM_PERFORM_VAL table? The FSM information log references this table, but I’m unable to extract it using Import/Export or the SQL Query Tool.The same happens with the COLUMN_NAME_TO_SET field in the PROCESS_PARAM_COLUMN_VAL table. Can anyone help me with this information?