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

​We have created thousands of request with given PlannedStart and PlannedFinish.Via API-Call we want to clear these both fields and set the other fieldsjson = $"{{\n";                                                                     json += $" \"PlannedStart\" : \"\" , ";json += $" \"PlannedFinish\" : \"\" , ";json += $" \"EarliestStart\" : \"{EarliestStart}\" , ";json += $" \"LatestStart\" : \"{LatestStart}\" , ";json += $" \"LatestFinish\" : \"{LatestFinish}\" , ";json += $" \"Duration\" : {Duration} , ";json += $" \"Objsite\" : \"{Objsite}\" ";json += $"\n}}";endpoint = $"main/ifsapplications/projection/v1/WorkTaskServiceHandling.svc/JtTaskSet(TaskSeq={TaskSeq})";response = await Rest.PATCH(endpoint!, json, "", eTagTask); The response throws an error, because PlannedStart and PlannedFinish are not set.Example:In the above example: Set earliestStart to 11:00, LatestStart to 15:00, LatestFinish to 17:00 on the same day. The goal behind is: make the requests (tasks) more flexible by

Is there a way in custom metadata to do calculations on 2 columns and spit out the results in a new column?In the PURCHASE_GNS Custom Metadata, is it possible to have PO_COST = PURCHASE_GNS.UNIT_COST * PURCHASE_GNS.QTY_ORDERED 

We go live in a week or so.  Is there a way in service to define the starting ID for Service Requests and Request Work Tasks.  Right now the sequencing starts at one.  With the way oracle sorts IDs, this will become a problem when there are million plus IDs… i.e. the sort sequence will look like this: 1, 10, 100, 1000, 10000 then 2, 20, 200, 2000 20000 etc.  If there were a way to define the start value, we would like to know about.  I suspect it is not possible.   

Hi,I am trying to create an Object Connection Transformation(OCT) between Standard Task and Service Catalog. However, both objects do not seem to have any common key values, so I am unable to map them directly.Is there any way to create this Object Connection without customization or without adding new columns/extensions?If anyone has implemented a similar connection between these two objects, could you please suggest the recommended approach?Thanks in advance.

Hi IFS,How we can add a new PSO theme and select it here.  ThanksKM

Enhancement DescriptionIn IFS PSO version 6.16.0.44, when a technician is manually allocated two long-duration activities in parallel at the same location, the visit-splitting behavior is inconsistent. Although both activities exceed the technician’s shift duration, only one activity is automatically divided into multiple visits aligned with the technician’s working shifts. The other activity remains as a single continuous visit and extends through non-working hours, including overnight periods.This behavior occurs specifically in scenarios involving manual parallel allocations. While the standard optimization engine correctly applies visit-splitting logic for long activities during automated scheduling, this logic is not consistently re-applied when activities are manually allocated in parallel. As a result, activities with identical characteristics—same duration, same location, and same assigned technician—can be treated differently from a visit segmentation perspective.Business Impa

Hi all,When I open 'Map' via the Schedule Board, I get the message 'Map provider not configured'. The same thing happens with the map at an address.Does anyone know where to configure the map? I would like to use Azure Maps since Bing Maps is being deprecated. Regards,

Hi All,I am trying to implement the following requirement in FSM 6When a user clicks a custom button on the Quote screen: FSM should trigger an outbound HTTP call  The external service returns JSON. FSM should update two fields on the SAME Quote record (e.g., User_def5 and User_def6).

After upgrade some users cannot complete the steps for New Service Request and receive get an error message that they don't have sufficient privileges.The trace log indicates that the error is 403 and /main/ifsapplications/projection/v1/CreateServiceRequestHandling.svc/GetFirstTaskSeq(WoNoIn=36040)I haven't been able to find the projection that GetFirstTaskSeq actually requires to work.Thanks in advance for any pointers.

We are looking for a way to “take back” Work Assignments which have been transferred to the mobile app (MWO). Currently the only way open to us is by the App User to actively send it back.We have several cases now where going via the app is no longer possible.We have recently upgraded to 25R1 and I was hoping to use the DB Task Schedule "Remove completed/incomplete jobs” for exactly this case. But it seems to not removed the “transferred” as expected for incomplete jobsCan anyone give me the technical description? I cannot find this job in the usual place (https://docs.ifs.com/techdocs/25r1/030_administration/020_bckgrnd_processing/020_database_tasks/110_predef_db_tasks/) My current setup: I would have expected it to clean up any assignments older then 200 days.But for example this assignment remains “transferred”: Does anyone know of a different way to take back transferred work assignments?Thank you very much in advance. Any input on this subject is highly appreciated.BR, Catherine 

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 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?