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

This will include questions related to FSM and PSO.

  • 3,008 Topics
  • 8,017 Replies
3008 Topics
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Sidekick (Employee)
NEJANOSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Navigator Designer Changes for MWO

In core MWO application, there are some functionalities only available in the MWO navigator section, not as separate tiles (Ex: My Misc Allocations, My Work calendar).However, if mwo users wish to see them as tiles we can add it via Navigator designer.But the problem is that when the new tiles are added, they are being added to the mwo navigator as well. Therefore, they end up as duplicates in the mwo navigator. Is there a way to keep only one entry in mwo navigator, such as hiding unnecessary items from navigator? So the questions are; how do get the standard items to be visible in the Dasbhoard OR how do I remove the standard items from the Navigator?Thanks and Regards, 

170
N
Sidekick (Employee)
A
Do Gooder (Partner)
anafilipapnDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
How to make ScheduleBoard Read only in FSM

Hi there,My team is trying to create a Consultation role (CONSULTA) that only allows users to read information on the different screens of FSM without editing anything. Therefore, we would like to prevent tasks from being dragged to the board on the scheduleboard screen, and thus assigned. We have already tried to set the functions, in the role, associated with the scheduleboard to read only (picture below): But we are still able to drag and assign tasks.In addition, as an alternative, we have also tried to create a validation business rule that triggers an error message when someone with a Consultation user role tries to assign a task on the scheduleboard (picture below):However, this rule is also not working, because when we have more than one role associated with a user (For example, in this case the consultation role and team roles), the person_role.user_role input is only selecting one of these roles to use in the condition, so the rule does not work as it should for certain cases

303
M
Hero (Employee)
A
Do Gooder (Partner)
AlexPDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM WebClient Hide Profile Quick Access Dropdown

Hey guys!Do you know where I can remove the dropdown header in the Web Client that includes the Shift Status and Profile options?We have already tried disabling the 'My Profile' function in the Menu Role, but it still appears in the dropdown menu and the data can still be edited.Alterations:Results after alterations:Expected result: Thank you in advance!Best regards

341
Shneor Cheshin
Superhero (Employee)
tpyashsobti
Do Gooder (Customer)
tpyashsobtiDo Gooder (Customer)
posted in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Retrieve information about a user's MWO App version from the Cloud.

Obtain detailed information from the Cloud regarding the version of the MWO App that a user is utilizing.Currently the information is about the version from which app was initialized and that differs from the version user is currently on.

282
tpyashsobti
Do Gooder (Customer)
M
Sidekick (Customer)
MWAMAITTEAMSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM Expression Field Query

We have an expression field called ‘Total Price’ on our Request screen that contains the formula below.sum(part_need.extended_price). Also shown below.This was created by a consultant some years ago. What has been reported by users is that is counts the part need lines twice. Example below where the Total Price calculates as double the expected value.On investigating I noticed that the part need table does not have a field called extended price so I dont know how this works at all.Further investigation reveals that when only the part need is present the Total Price calculates correctly. Only when the part need is shipped to create a part usage goes the value double. This would suggest that although the formula below seemingly sums only part needs. It is in fact summing part needs and part usages.sum(part_need.extended_price)Any advide would be appreciated.Thanks,Barry

342
M
Sidekick (Customer)
Pinmaya Kumar Singh
Do Gooder (Partner)
Pinmaya Kumar SinghDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM Mobile

Hi All,What is the syntax to hide fields based on uncheck of a check box in mobile. In short I want to hide 2 mobile fields when the other field checkbox is unchecked(unticked). For example I want to hide part id and quantity when the From Part Needs check box is unchecked on the below mobile screen.   Thanks in Advance,Pinmaya

528
Pinmaya Kumar Singh
Do Gooder (Partner)
R
Sidekick (Customer)
RiSpenceSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM 6u30 Update iOS compatibility

Hello, we have recently received the upgrade package for FSM6u30 and there is a conflict related to the supported version of iOS.  The Upgrade Guide indicates:IOS - Any device running iOS 12 through iOS 17 (including iPadOS) is supported. but the Release Notes indicate:IOS 18 SUPPORT - Support for Apple iOS 18 is now available in this release.  Can someone please confirm which is correct?Thank you,Richard

181
shalikakk
Hero (Employee)
D
Do Gooder (Partner)
DurgaDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Report issue in FSM getting access denied error while generating report

 Hi All,while generating report getting below error  not able to figure it out from where this issue is occurring.Kindly suggest how to fix this. Thanks,Durga

273
roklde
Superhero (Employee)
M
Sidekick (Customer)
MWAMAITTEAMSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM notification_log table housekeeping

The notification_log table in our databse is the largest table at 4.3GB. It has been logging all notifications since 2014.We only need perhaps 6 months of transactions in here. Does the application have any means to purge this table or is it something we would need to do in SQL?Thanks,Barry

191
roklde
Superhero (Employee)
A
Do Gooder (Partner)
Anastasiya DzembakDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
PSO Parameters

Hello everyone,Our customer wants to see the customer name and then the customer ID in the activity, currently there is the Activity ID:  Attributes have already been created: We have adjusted the ActivityLabel under Parameters with the corresponding values, but no changes are displayed in PSO, instead an error message appears. Does anyone have any advice? Thank you!

888
A
Do Gooder (Employee)
A
Do Gooder (Partner)
Anastasiya DzembakDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Time for mass changes should automatically jump to 0

Hello everyone,When a mass change is made in PSO, the current time is displayed. Our customer would like the time to jump to 0 for mass changes, is there a way to do this? Unfortunately I could not find anything.Many thanks in advance! 

172
A
Do Gooder (Partner)
A
Sidekick (Partner)
aishwaryaSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Validation of input filed corresponding to dropdown in mobile

Hi Team,I am getting error in my client script.Below find the detail requirementTable - ESCALATIONCOLUMN - USER_DEF12 , USER_DEF5User_def12 (dropdown) contains - BRT_BUS,AMT_BUS user_def5 (text box)- bus_noThe user wants that if user_def12 is AMT_BUS , then the bus number should belong to AMT. Otherwise, it should throw an error saying "Bus number is not valid." They have provided all the bus no . so I have added those bus no in the global_code_table. So for this i have created a client script Below find my scriptvar transittype = getControlValue("escalation", "user_def12");if (transittype == "AMT_BUS") {      var busNumber = getControlValue("escalation", "user_def5");    var query = stringFormat("SELECT code_value FROM global_code_table WHERE code_name = 'IN_AHM_AMT_BUS_NO' AND Description = '{0}' AND code_value = '{1}'", transittype, busNumber);    var regno = getDBValue(query);    if (regno) {        // If regno is not null or empty, it means the bus number is correct        alert("

425
A
Sidekick (Partner)
S
Sidekick (Partner)
ShamikDattaSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Parameter not getting passed in lobby query

Hi All, When I am trying to use a filter parameter which is a number in lobby filter in fsm ,it is not giving output in lobby query preview or in lobby ui as I am trying to filter records based on current date and current date - x days where x is the parameter in the filter .Also I am using datedifffunction in query used in fetching records where I am using the parameter X,it is also not working.I need to get data based on certain range data which will be user input

323
Shneor Cheshin
Superhero (Employee)
Pinmaya Kumar Singh
Do Gooder (Partner)
Pinmaya Kumar SinghDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Populating New Field In Mobile Lookup

Hi All,I want to add a new field in the part lookup.Like when a user clicks on part lookup column in mobile he can also see Rx material id(part info)along with the part id.Below is my code please guide anything is missing. var partId = getControlValue('external_ref','part');var rex = getUserInfo('part_id');var rexID = getDBValue(stringFormat("SELECT external_ref FROM PART WHERE part_id='{0}'"rex,));setControlValue('external_ref','part id',rexID);

141
Shneor Cheshin
Superhero (Employee)
T
Do Gooder (Customer)
tsienkoDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
PSO 6.14.38 - Failed to select from ARC_Snapshot_Timetable_Usage.

Hello,After updating the PSO to version 6.14.0.38, I’ve noticed that a lot of errors appear in the Events tab:ErrorARCFailed to select from ARC_Snapshot_Timetable_Usage.Going on deeper details, we can see Oracle error:Database Error: 936 Oracle.ManagedDataAccess.Client.OracleException (0x80004005): ORA-00936: missing expression https://docs.oracle.com/error-help/db/ora-00936/ at OracleInternal.ServiceObjects.OracleFailoverMgrImpl.OnError(OracleConnection connection, CallHistoryRecord chr, Object mi, Exception ex, Boolean bTopLevelCall, Boolean& bCanRecordNewCall) at Oracle.ManagedDataAccess.Client.OracleCommand.ExecuteDbDataReader(CommandBehavior behavior) at ThreeSixty.DAL.DBAccess.RetrieveData(IDbCommand command, DataTable dtTableToSelect, Boolean bCheckForDuplicates, Boolean bFirstRowOnly, Boolean bAdditionalRows, List`1 lstrExcludedColumns)Looks like some sql definiton error from ARC service...but I couldn’t find the rootcause of it.We have 3 environments of PSO, after the 6.14

362
T
Do Gooder (Customer)
D
Do Gooder (Customer)
DFSNYANDEDDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
WO Generated Lead time on WTT and PM action

Hi, I am trying to update a WO Generated Lead time field on a number of PM actions connected to one Work task template. However when I update the value in the work task template and run the Update Connected PM Action job the value on the WO Generated Lead time field for connected PM action don't get updated. Could some point me in the right direction on how to achieve this please?  

150
D
Do Gooder (Customer)
AdrianEgley
Hero (Customer)
AdrianEgleyHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM 6 - Connect to an OAUTH2 Handler

Hi, Just looking for some guidance on being able to connect to an OAUTH2 Integration Handler from FSM6U23.I can use Postman to successfully post to the endpoint and retrieve a token / get a successful response. However when I set up a Message Routing and add in the arguments like for like from Postman to FSM6 I am getting an error. In Postman I am adding the 4 parameters to the body.Therefore in FSM I am assuming I would need to replicate that in the XML Map.However when the Map and Routing is posted the exception I am getting is;  <run_message>System.AggregateException: One or more errors occurred. ---> Newtonsoft.Json.JsonReaderException: Unexpected character encountered while parsing value: <. Path '', line 0, position 0.   at Newtonsoft.Json.JsonTextReader.ParseValue()   at Newtonsoft.Json.Linq.JObject.Load(JsonReader reader, JsonLoadSettings settings)   at Newtonsoft.Json.Linq.JObject.Parse(String json, JsonLoadSettings settings)   at Metrix.Integration.Handlers.OA

190
AdrianEgley
Hero (Customer)
W
Do Gooder (Partner)
weigel-aDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
IFS PSO integration

Hi all,we try to integrate PSO with an external system and need to know what we have to setup in the firewall in between.Which ports / URLs should be open in the firewall?Every helps is appreciated. BRAndy

141
roklde
Superhero (Employee)
M
Sidekick (Partner)
mihiran.pSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
ODATA HTTPS error postman

My FSM dev environment is installed using the HTTPS protocol, and while I'm accessing OData attachments using Postman, I received the following error.     However, I used the HTTP method for the test installation, but when I tried the OData attachment, it was working without any errors and retrieving the attachmentIf we use the HTTPS installation method in the environment, it is not working.

594
SAMLK
Hero (Partner)
V
Do Gooder (Partner)
VikrantDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Service visit report comes in Landscape instead of portrait

Hi Team, We are currently using FSM Update 25 and we have noticed that the service visit history report comes in Landscape format instead of portrait can anyone confirm if this is FSM new feature. Thanks,Vikrant Singh.

28015
JuniSihombing
Hero (Customer)
C
Sidekick (Partner)
CpatelSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Appointment Templates Item sync between Cloud and PSO

How can one load the Appointment Templates Details defined on the cloud as shown below, +to PSOWhen a load from cloud is pushed i do see the appointment templates in the Load.how ever this is not being reflected in the Appointment Template on PSO.is there a parameter or setting that needs to be enabled?

171
Alexander Heinze
Superhero (Employee)
Miruna M
Sidekick (Partner)
Miruna MSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Appointment Booking - PSO status ,,Do Not Schedule,,

Hi everyone, I have a question regarding the appointment booking process. I am using FSM (IFS Cloud 24R1) integrated with PSO. According to the documentation (Scheduling Demystified 24R1 - page 163), once I click on the ,,Request,, button in appointment booking page, the activity status in PSO should change to ,,do not schedule,,,. In my environment, this does not happen. The activity remains allocated, it does not change its status. Am I missing a parameter or what could be the cause? Thank you in advance!Best Regards,Miruna

484
Alexander Heinze
Superhero (Employee)
Alexander Heinze
Superhero (Employee)
Alexander HeinzeSuperhero (Employee)
posted in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
IFS Cloud - Next-Generation Service Management demystified (24R2)

NGSM Demystified has been updated to 24R2. As usual, headlines are tagged with “24R2🌟” for new capabilities, “24R2 ↗” for improved features, and “🖊” for new chapters on existing functionality. IFS Cloud newcomers will also find explanations of some common platform capabilities.If you find this document helpful, please consider leaving a 👍 LIKE. And ⭐ SUBSCRIBE to get updates.208 pages cover:Introduction to Next-Generation Service Management (NGSM) Request Management Bundle Tasks Request Contracts Warranties Service Organizations, Access Groups, and Resources SLA Management Activity Types Scheduling Activity Types Service Catalog and Standard Tasks Recurring Services Location data Availability Patterns Skills Miscellaneous Resource Allocations Brands, Object Families, and Models Service Object Structured Failure Management Service Notes Event Management Request Management Integration APIs Resource Management Integration APIs Appointment Booking Integration API Time Zone Management in

4903
AveTonitM
Sidekick (Partner)
B
Do Gooder (Customer)
B LavanyaDo Gooder (Customer)
posted in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
When hitting get Appointment call, getting "Row (task, (xx)) was changed after it was selected. Reselect and try again."

Hi,We have a process where get Appointment call is happening from middleware.When they are performing a request to fetch slots via perform_threesixty_appt_request, In response getting the following error "Row (task, (xx)) was changed after it was selected. Reselect and try again."And this error is occurring intermittently.Could any let me know what might be the root cause for this? Thanks in advance!Lavanya 

271
roklde
Superhero (Employee)
S
Do Gooder (Customer)
Shamika_EluxDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Getting error Row (task, ()) was changed after it was selected. Reselect and try again.\r\n" during appointment booking

When requesting slots through perform_threesixty_appt_request, getting the following error- "Row (task, ()) was changed after it was selected. Reselect and try again.\r\n"Product Version: FSM 6 Update 27Need urgent help.​@Sajith Anushan ​@ruben.maas ​@Lee Pinchbeck  

321
roklde
Superhero (Employee)

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