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

Hi,I am trying to add Slot Usage Rules at Different types of activities in IFS cloud, I have enabled the Filter by activity Type, but no such option to define the activity type.is there any technical document for slot Usage Rule?thanks!!

Hi all, As most know, Microsoft is retiring SMTP Legacy Auth on 5/1/2026.Is there a way to allow/configure Modern Authentication, OAuth if we are still using FSM 6? We are on .26 and using Basic Auth currently. Is there current support for Modern Authentication for SMTP in FSM6?  Thanks ahead for any information.

Whenever we try to split a task using the ‘split task’ button (image: split_task_issue.png) to create child tasks there is always a pop up (image: split_task_popup.png) to save the new task. Is there any way to create the task without the pop-up by just clicking the 'Split Task' button? 

Hi all,Is there a way to change the name of an attachment? We are trying to use the cust_signature_id field as a signature field in the FSM mobile app. Also, the attachment isn't added to the task_attachment by default and the attachment name is always something like:task_username_6164_20260309172119.jpg.

When we add signatures from the ‘DebriefReview’ screen, the signature is saved as an attachment. How can we save it to the task it was created from?

I am attempting to apply a screen search filter through the Lobby Element Designer. The condition I am using is <>CW%|PL%|PM%|EV%, however, this filter is not working as intended. I observe the same behavior when performing the search directly on the screen.Interestingly, when I use a simpler condition such as <>CW%, the search works correctly.In the Data Source Designer, we do have the option to retrieve results using the Query Builder. Could you please suggest what the possible workaround would be for achieving this type of filtering through the screen search itself?

Hi All,I tried to set a sort order on the FSM Repair Centre Screen in the usual way in Primary Table Constraints Editor and noticed it did not work (screen shown below). On loading the baseline screen I then noticed none of the column sorts work when you click each of the column headers. This will likely be why my sort configured in Primary Table Constraints Editor did not work. Have any of you come accross this before and is there a fix? We are on U27. Thanks,Barry

We just switched from Apps 10 to Cloud. We are now noticing Shop Order Need Dates and Shop Order Finish Dates being the same day. With backwards scheduling in Apps 10, there was always a 1 working day gap between these dates, based on the MFG calendar. Is this no longer the case in Cloud or is there a setting we are missing somewhere. 

Hi ,Prevailing wage can be enabled for a work order through the job rate management tab in prepare work order window. However, this is not available in Request Detail page. Does anyone have an idea on how job rate management can be integrated with Request labor rates. Thanks,Nethmini

 Hi All, I am generating Wo’s from my Service Contract through PM actions. But I noticed that trhe field ‘Contract Id’, ‘Line No’ and ‘Customer No’ are not defined when creating the WO from that Service Contract. That strikes me as odd since that info is easily obtained. Adding the info after creatin is also not possible - IFS will give an error that the Contract ID cannot be edited for WO generated from PM actions. So somewhere in the background, IFS knows the WO was generated from a PM Action/Service Contract ID - but it does not provide the info. Is this a bug of an inconsistency from the application? It seems very strange and I can’t think of any good reason why this info should be missing. Best RegardsRoel  Background info:Create Contract ID ‘3’Create PM plan for preventive maintenance for contract ID and generate WO ‘12’ from PM plan Check WO 12 - notice that Customer No, Contract ID and Line No are empty   

Hi,  Unlike PM Actions in FSM when a Request is generated from an Recurring Service Program it is created into Status Released automatically.Below I’ve created 4 scopes from an Recurring Service Program (Object Based). As you can see these Requests and Scopes have automatically been Released. I do not want this to be the case I’d like to keep them in “New” status for them to be reviewed by a Scheduler (just like PM Actions). Is it possible to configure this behaviour (within the application) without a customisation?   

Dear all,What shall I do do get the resource names from IFS-Cloud visible in PSO? In some cases, the names appear, in other cases not. Which configuration is necessary in IFS? What do I have to configure? 

I am a beginner with PSO.I would like to implement data integration from FSM to PSO.Currently, we are able to generate requests from FSM and dispatch technicians (FSM resources) in PSO (the status becomes “Assigned”). However, resource information and various master data have not been integrated into PSO, which is causing issues.I assume that unless data integration from FSM to PSO is properly configured, master data will not be synchronized.I would like to ask for your advice on the following two points: If there are any concrete procedures or operation manuals on how to integrate the master data registered in FSM (such as resources, skills, SLA, etc.) into PSO, could you please share them? I would also appreciate it if you could explain how to transfer data from PSO to MWO. We are able to transfer data from FSM to Mobile, but we do not know how to transfer data from PSO to Mobile.Thank you very much for your support.

I have a customer scenario involving PSO where they need to schedule jobs that run continuously for several days—some even lasting more than two months. Each job requires only one resource, but it must operate 24/7. Currently, they assign two resources per job: one works a 12‑hour day shift, and the other works a 12‑hour night shift.For the initial assignment, they want PSO to select the resource who is geographically closest to the activity. After being assigned, the resource will remain on the project site until the job is completed.Do you have any ideas on how we could configure this scenario within PSO? ​@Alexander Heinze ​@anmise ​@Paul Smith 

Is there any way in a config file to define the photo upload directory in Workbook?Product Version: MWM 7.2.2SP3_PR3

Is there a way to identify which Resource Group pool a specific Work Task is assigned to?We’re able to see which Work Tasks have been transferred to a pool via the Transferred Work Task/Assignments screen, but it doesn’t indicate which specific pool the Work Task was sent to. Since we have multiple pools set up based on Resource Groups for each site, this makes it difficult to determine where a task currently resides.We’ve reviewed several screens but haven’t been able to find this information. Is there a location in the system where this can be viewed?

I have a customer scenario involving PSO where they need to schedule jobs that run continuously for several days—some even lasting more than two months. Each job requires only one resource, but it must operate 24/7. Currently, they assign two resources per job: one works a 12‑hour day shift, and the other works a 12‑hour night shift.For the initial assignment, they want PSO to select the resource who is geographically closest to the activity. After being assigned, the resource will remain on the project site until the job is completed.Do you have any ideas on how we could configure this scenario within PSO? ​@Alexander Heinze ​@anmise ​@Paul Smith 

Hi All,having issues getting a cluster setup for HA.  i managed to get microk8s deployed on all 3 nodes and then joined into a cluster. The issue comes on installing ifs-ingress, 2 of the nodes can’t seem to start the proxy-injector and destination pods PS E:\svt\ifsroot> kubectl get pods -n ifs-ingressNAME                                     READY   STATUS             RESTARTS          AGEingress-ingress-nginx-controller-24rfd   1/1     Running            0                 141mingress-ingress-nginx-controller-q97k9   1/1     Running            0                 141mingress-ingress-nginx-controller-rt42d   1/1     Running            0                 141mlinkerd-destination-8799fff4b-55kpb      4/4     Running            0                 141mlinkerd-destination-8799fff4b-5rkqb      0/4     CrashLoopBackOff   139 (2m39s ago)   141mlinkerd-destination-8799fff4b-hrxfv      0/4     CrashLoopBackOff   138 (2m19s ago)   141mlinkerd-identity-5fc98769b4-cx88m        2/2     Running        

I have just created two requests in IFS-Cloud, the first one via API, the second one via screen.Both requests are identencial (besides of the starting time).Both requests are scheduled in future (07.03.2026). Both requests in the future raise the same execptions (they are marked as green)Why is the exception type raised: “Planned activity in Jeopardy” with more then 17.000 minutes? What das the exception type “Externally violated constraints” mean? How can I fix them? What do I have to insert where to get rid of these exceptions?Please give me some hints.

 When I attempt to complete the work after clocking in and clocking out, I’m getting a message “Resource Not Found”  The request bundle task is allocated to resource 4230. Any help would be appreciated. Thank you,Ed

Hi All, we are trying to find an automatic way to handle tasks/steps for multiple objects.Some info taken from Community threads. It is possible to automatically generate PM actions for multiple objects via PM Programs.. PM Program will create 1 PM Action for each object with same tasks and steps; from this to create only 1 work order I will need to go in each PM Action created, flag 1 by 1 “merge” feature and it will create 1 WO with 1 Task per Object...is it correct? If it is so we still need to perform manual steps each time PM actions will be created and then this solution will not be fully automatic. We can duplicate worksteps for each object we would like to apply maintenance activities but there is not way to automatically add all the objects desidered (unless you’ll perform a migration job each time). If my assumptions are correct, is it possible there is no way to handle multiple objects activity in IFS in a totally automated way? Or at list perform just a flag (as it is in PM

Hi,I need to set a column value and save changes where the field is not present in UI. I tried using setControlValue, but it is not updating the field. How can we perform setvalue for a field using client script where the field is not present in UI but in the backend.

Hi everyone,We are experiencing an issue in the TST environment when using the Appointment Booking API standard APIs from FSM.When we send an Appointment Booking request in TST, we receive the following error response {    "@odata.context": "https://iberdrola-fsm-tst.ifs.cloud/OData/$metadata#Edm.String",    "value": "Object reference not set to an instance of an object.\r\n"}We tested the same request in the DEV environment and this is working correctly, the issue could not be reproduced.

HiWe are using IFS FSM 6.27, I want to check the executed processes by users , something like background process of IFS 10 or cloud version.

Hi there IFS community!We want to manage both internal cost and potential sales price based on Time Type — without splitting the resource group? For example, electricians working during daytime cost the business $100/hour, but if they work at night, they cost $180/hour — all within the same resource group, but using different report code or Time Type? Is it possible to configure this in IFS Cloud without needing separate inventory parts or resource groups — just by using Time Type  and internal price configuration?  Thanks in advance!