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

This will include questions related to FSM and PSO.

  • 2,518 Topics
  • 6,620 Replies

2518 Topics

M
Do Gooder (Partner)
Mohammed_JavedDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Import/Export Button on Custom Screen

I have created a custom screen and want to have Import/Export button on the screen to import data on the custom table. There is an import/export button in business rules screen(for reference). I want to trigger existing import/export functionality from my custom screen. The button has to be at the top right corner of the screen beside Save button. Can anyone please help me on this?

1
Lee Pinchbeck
Ultimate Hero
1 year ago
P
Do Gooder (Partner)
PeeyushDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Customize globaltheme in FSM 5.6.3

Is globaltheme.xml is available as a part of the package for FSM 5.6.3 version? (I searched for this xaml file in application server in c:\inetpub..\clienttest folder but could not locate. Should I look somewhere else)If not then how can we customize the login screen in 5.6.3 version (smart client)?I am looking add few fields and some more text to the application launch screen along with customer branding. Understand that this is available in higher versions but my client is still stuck in this old version.

1
Lee Pinchbeck
Ultimate Hero
1 year ago
D
Sidekick (Customer)
dominikdurrerSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

B2B Portal Analytics

Good dayDid anybody attempt to integrate B2B Portals into solutions like Google Analytics. We lost to options to track users with the introduction of IFS B2B portals.

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

ODATA REST API - Attachment in Binary

Hi Experts, This issue was already raised in the below community post but there is no proper response received.Creating an attachment in FSM using a secured url response | IFS Community There is a requirement from customer side to send attachment as binary format.(They are using ODATA REST API)Send attachment in binary format Receive attachment/convert it to file Save it in FSM serverAs per the ODATA REST API document, we can use binary in the attachment I have tried below request in Postman with the Binary data for the attachment. This created a new attachment record but there is no actual file attached to that. Is this functionality supported by ODATA REST API? How to achieve this requirement? Thanks and regards,Hasara

2
Saranga Amaraweera
Superhero
1 year ago
A
Sidekick (Customer)
ATZSUMITSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Reschedule task creates a new task automatically

When a task is rescheduled by a planner then that task should be canceled and a new similar task will be created for that request.There is a business rule which create exactly same task when a task is rescheduled. 

0
A
Sidekick (Customer)
1 year ago
tomgreenwood
Superhero (Employee)
tomgreenwoodSuperhero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Error when accepting PSO Appointment Offer in FSM

Hi,I’m getting the below error when accepting an appointment offer from PSO in FSM:I think the problem may be when FSM tries to create a time_commit record for the task.  I’ve set the PRIMARY response code (as I believe this is the one used when creating a time_commit in FSM after accepting an appointment offer) to have a calendar id: Note that this customer has renamed response code to SLA Profile. I suspect it is down to missing config or a business rule but it’s hard to pin down exactly what. Understanding how the baseline works might help.Thanks,Tom

2
tomgreenwood
Superhero (Employee)
1 year ago
JuniSihombing
Hero (Customer)
JuniSihombingHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Notification to Send Report

Hi all, I want to test a notification which will send report on DEV.in App Params SMTP setups on PROD and DEV are the same.Using the same app params, on PROD sending notification works, but not on DEV. Notification message is setup correctly.  Distribution list is setup correct.A notification business rule  triggers in task_event when task is completed.  Is there anything else I should change/check/connect for DEV to make it works? FSM6

4
JuniSihombing
Hero (Customer)
1 year ago
M
Sidekick
MuthujayashreeSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Sync Rule Condition

Hi Team , Can we add cust apparam rule has a condition in sync rule , like I have created a custom apparam for days of site history to be synced , code value = 7, I need to put this constraint in the sync for a view table (site history view), which will sync only the site history of the task before 7 days from current date.so I need to add in the xml to compare the created dttm of task and related task for same place within 7 days . Can anyone suggest the solution for this. ThanksMuthujayashree R 

3
Anjula Priyanath
Superhero (Employee)
1 year ago
Kelum Pradeep Kumara
Superhero (Employee)
Kelum Pradeep KumaraSuperhero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM - continuously inserting records in to mm_message_out table

HI,In one of our customer's environments, we’ve noticed an issue of continuously inserting records into the mm_message_out table with high volume.It utilizes most of the process and exceeds the DB session limit as well.So system performance getting very low and users can not log in to the system due to this low performance and consider it as a system down situation.We’ve cleaned up the messages mm_message_out which is beyond the retention period(48 hours) as mentioned in the below community threadFSM Mobile - mm_message_out cleanup process | IFS CommunityBut still, it's not resolved the issue and continuously proceeding insert statements into mm_message_out with high volume. As I know ,normally mm_message_out insertion is not a big issue as it's the standard behavior, But here it's consuming almost all the CPU and sessions.Can anyone help ? -Kelum

3
Anjula Priyanath
Superhero (Employee)
1 year ago
D
Do Gooder (Employee)
didousDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Screen missing after applying update

One of our customers upgraded from FSM 6 U 5 to FSM 6 U16. In U5 they have configured integration log screen by adding additional filed to the search. When the update was applied, the modified screen is no longer available. We see other screens that were changed  are available after update install. Have any one seen similar issue?

1
H
Hero (Employee)
1 year ago
Minindu Somaratne
Hero (Employee)
Minindu SomaratneHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

"Amount On PO" unchecked but the unit cost appears in Purchase Order

Hi Experts,One of our FSM customers has encountered this behavior when posting POs:Amount on PO is unchecked Create the PO as below and approve When printing the purchase order, the unit cost is still visible Can anyone explain why the unit cost is visible in the PO, even though the “Amount on PO” is unchecked in the supplier screen? Thanks and BR//Minindu 

5
Y
Do Gooder (Partner)
1 year ago
S
Sidekick (Customer)
ssaboSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 577 Sync Rules - Turning off

Every few weeks sync rule - replications become disabled, instead of saying “stop replications” in the attached screenshot, it will say “start replications”. I have been trying to figure out what is actually causing this behavior, it does not appear that windows updates/restarting the fsm server is a direct trigger. Are there any known causes of this? 

1
Lee Pinchbeck
Ultimate Hero
1 year ago
AdrianEgley
Hero (Customer)
AdrianEgleyHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 5.7 - Run client in Citrix 2019

Hi,Obviously FSM6 can run the client in web browser, we’re just not there yet, we’re still on FSM5.7U11. But a few years back I was messing around with FSM5.6 and had that running in a web browser instead of the fat client. We’re currently, after upgrading our Citrix OS from Windows 2016 to 2019, having some issues with performance in FSM. Namely ‘Not Responding’ and the screen going blurry as the users wait for the APP-V clients to respond. I have been asked by our Infrastructure team if FSM can be run via a browser. Like I say FSM6 yes. But I’m sure I had a browser version running in 5.6 too, but we left that behind. If if can be run via a Browser, does anyone have any steps to get that set-up?Alternatively if anyone else has updated their Citrix OS from 2016 to 2019, had some performance issues and resolved them, i’d been keen to hear how that was done too.  Thanks in advanceAdy

3
roklde
Superhero (Employee)
1 year ago
S
Sidekick (Customer)
ssaboSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM6 Code Table addition

FSM 6 code table menuFSM 5.7.7 code table menuIs it possible to add code tables in fsm6?

6
Jon Reid
Hero (Employee)
1 year ago
G
Sidekick (Customer)
GAUTHIERMSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

What is the good way to set up the Work calendar ?

Hi everyone !  What is the good way to set up the work calendar in FSM ?  We have create one time_block, one work calendar and we add it to our users with “person.calendar_id” field.Currently, we noticed that the time slot is displayed on the schedule board BUT we have a shift between the settings and the time slot displayed… Sometimes, the time slot isn’t displayed…  We have open a case and the support team told us to add a “Works from place” place to our users to retrieve the time zone. So, we have add one or two place to our users with “Works from place” and “Ends work at”. But each scheduleboard refresh, the time slot move back and forth from the good time shift to the wrong… The time slot seems unsteady.  So, I would like to understand how to set up the work calendar for a user in order to have the correct time slot display on the scheduleboard. Moreover, what is the impact of the “Works from place” type ? Is it only used for retrieve the time zone ? If we have multiple places on

0
G
Sidekick (Customer)
1 year ago
A
Sidekick (Partner)
AWLFSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Tyre size measures - Survey?

Good day,For a vehicle related business we need to make the Service Engineer measure the tyre sizes eg (185/55 R15 81H) + Brand We can have vehicle with 2 or 4 tyres for each axle, or vehicle with different tyres type relevant to axles. How to manage this situation?With measures(how) or with an “internal” suvey? Is there better solution ? Thx for helping

3
AdrianEgley
Hero (Customer)
1 year ago
Y
Do Gooder (Partner)
YAO ZHUDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How Minimum Order Qty can be used

Though the minimum quantity is defined as 5, Why there is no error when post a requisition and purchase order under 5?How Minimum Order Qty can be used?

3
Y
Do Gooder (Partner)
1 year ago
H
Hero (Employee)
Hasara DinuHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Inbound integration - table key returns not working

Hi Experts,This is related to the same question below raised by a community member. Inbound integration -Table key returns is not working | IFS CommunityThere is a requirement to send the keys to the outer system with the inbound response.→ Inbound request→ Create response with the keyI have tried to achieve this using the ‘Table key returns’ option in xml map.(As shown in the below screenshot )  Postman requestPostman responseBut the response doesn’t have the Task ID information.Am I missing something here? Thanks and regards,Hasara

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

PSO Workbench freezing randomly - Lots of Invalid sessions warning messages in Event Log

Hi Guys, Recently we are exeriencing random PSO SWB freezing. When investigating the Event log I have notices lots of Invalid session. AppInstance: <ServerName> Account: Default Dataset:  Event ID 358 Source: IFSSWB Most of the time when this is happening I can also see below events…  Wondering if any of you has change the default value for LogOutOnInvalidSession from No to Yes and if that has any benefit in eliminating the noise from the system. I am also planning to change SessionRetantionSeconds to 7200 seconds (2hours)   

1
tomgreenwood
Superhero (Employee)
1 year ago
J
Do Gooder (Partner)
joana.m.machadoDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

XML Maps - Integration function result

Hi, We are creating an incoming message to Create or Update a Task. In this incoming message we will also create/update one or several task text entries related to the task.Our requirement regarding Task Text, is that for a specific task we can only have one task text per text_line_code. Example: For task with task_id = 100 we can have 2 task texts one with text_line_code = TYPE1 and other with text_line_code = TYPE2, but we can not have two task texts entries with text_line code = TYPE1.To meet this requirement we have created a integration map function to do the validations, Before mapping (we will save from this function information for fields: text_line_code, text and text_sequence). The function is working correctly when we are creating/updating only one task_text. However when sending two task_texts, the function runs two times, but it only saves the result of the second time it runs, meaning that both task text entries will have the same information(text_line_code and text).Does

7
Saranga Amaraweera
Superhero
1 year ago
A
Sidekick (Partner)
AccLuislASidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO - REST API

Hi, I understand that when you send data to PSO, if successful, a response message with an Internal ID number is returned. Can anyone tell me what this Internal ID is and what does its value mean? Thank you

2
P
Hero (Employee)
1 year ago
M
Do Gooder (Customer)
Marc CornelisDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

ASO and IFS Apps

Who is currently using ASO and IFS apps and is willing to meet via call with Proximus ?

0
M
Do Gooder (Customer)
1 year ago
P
Do Gooder (Partner)
ProGeoffSDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 6 Update to ad hoc reports

In our upgrade from 6.7 to 6.15, some of the ad hoc reports upgrade without issue and some do not respond when the upgrade option is selected. Short of recreating the failing reports, is there some expertise around what may be getting in the way of the upgrade? 

9
P
Do Gooder (Partner)
1 year ago
D
Do Gooder (Employee)
DPageDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM - Delete all tables from a specifc Role

HI I wonder if there is a way using Smart Client to delete all the tables that are specified in a RoleThe delete button shown below only seem to delete the selected items ( even if you set up a filter )Over 1K tables to delete so hope this is a way. Ideally would not want to go through scripting as ideally would like the client ( Sedgwick )  to be able to do thisthanks  

2
D
Do Gooder (Employee)
1 year ago
M
Do Gooder
manishpandeyDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Calendar Exceptions to unavailabilities

HI All,          Is there some specific setup required to transfer calendar exceptions for a specific dataset to PSO.We are having problems where calendar exceptions created for users of a particular dataset are not being transferred to PSO while it is working fine for other datsets.For the same Dataset all the other updates on Task are getting transferred to PSO,so it is not an probmelme in the connection seems to be a mising config.Also the exceptions are transferred when the Dailiy load job runs but not for the timeline updates. ThanksManish

1
S
Superhero (Employee)
1 year ago

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