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

When a user updates a PSO Activity in the Scheduling Workbench (e.g. change duration, fixt time etc.) an update is sent to Cloud.  In some environments the Journal page in Prepare Work Order shows this change being made by the end user, in others it shows as being made by the IFSSCHEDULING user.Is there any setup/configuration that is needed to ensure that the Journal entry is linked to the logged on user rather than the integration user (IFSSCHEDULING)?

We have a user who is very sensitive to the purple colour, specifically the “Show” button and the tab hover colour, etc which dont change when the UI theme colour is changed. Is there anything that can be done to change all the colours on the forms? A screen filter has been supplied and monitor settings have all been changed for the user and still the specific purple is causing some extreme distress. Any help with this would be a great help, thank you.

We have a situation where an item is billed in partial units, and credited back on another line. The value displayed on the request screen (for example) is $92.63 however the DB value is $93.635A bit of an odd question: Why is the value displayed to users not rounded up? Is there a way to alter the number of decimal places displayed on the request screen? Modify the DB value to match? Modifying the DB   

Hi All, currently we are facing an issue with assignments  in PSO  if  technician  location is  too far to the activity location , activates are not allocating to the technicians. Actually we have two types of work orders  one is on -site and remote . we want remote  activates  need to assign to technician irrespective of  Distance .(Task will done from home so here  we don't want to consider travel  calculation to assign activates ). we are using HTM  if we disable this parameter it will  applicable globally  and we are sending only scheduling data from FSM to PSO no ARP .Could you please any one suggest on this which way can we achieve this scenario. Thanks, Durga      

I am trying to create a new Part which is condition code enabled and I get the error invalid Part, product family and product name combination. Anyone has any idea when does this happen.Note: I am keeping product family and product name blank and still getting the error.

We have a couple of questions regarding package deployments of certain types of elements:How to deploy notification messages, distribution lists, and substitutions? Why cant we deploy notification messages, distribution lists, and substitutions? Global Codes - pulling in one status versus the entire global code table?

Hi,  I have a requirement from a client where it was asked if I could multi select values from a lookup popup.  Right now when you create in a lookup field there is a new pop up that appears for a user to select a value. For example the task type:  This behaviour is possible if we press the CTRL button while we select several values in the lookup but to the customer this is not very intuitive. Setting the field as a combobox is not a solution in this case, because this field can have more than 100 values. Best regards.  

We have made multiple datasets and want to restrict that to specific user . Like we have 6 dataset and for few user we want them to see only 2 dataset and few only one and 3 dataset to other . How can we achieve this ?Is there a way to revoke dataset access from user ?

Is there any setting in scheduling dataset that determines up to what date, I can see the assignments only upto Mar 22 

Can we set the visibility of scheduling dataset used in dispatch console? Like I want the dataset of site1 to be visible to site1 users only.

We have a scenario where we want to update a parent row field doing the sum qty of child rows on Before Insert or Update.

We want to restrict the different dataset for different users , how this can be achieved ? 

Hi All, Is it possible to call a sync rule or trigger it somehow via a client script in mobile? With additional parameters? We want to retrieve (sync to mobile) specific data on user demand via mobile.   Regards,

Hi, Wonder if could have a step by step guide as to how to make this automatic, we have separate contracts to produce individual PPM requests and other are bulk as per below i need to run through each template to extract can this be done automatically instead of the current way we do this ? 

Our current process of doing production database refreshes is to turn off the appropriate business rules that involve sending out emails or texts to users in the field. Then, set the phone number and email address fields to NULL via a SQL update.We want to keep all business rules active and contact information intact, but would like to have something that does not send out communications when testing the business rules in our pre-production environments if we need to fix or change them.Does anyone have any ideas on to make this process easier and reduce the time to refresh production data into pre-production environments?

When we open service report from IFS cloud we don’t see time report in UAT environment but in CFG environment we can clearly see {As per below screenshot} . Is there any other setting that we are missing in UAT ? 

Hi All, Is it possible to add a count to the filters on the Joblist screen in FSM Mobile?  

In the documentation it is mentioned that access should be granted to user that may restrict dataset ID which can be visible to user . 

PSO is sporadically (as far as I can tell) Re-opening already assigned calls, and either moving them or leaving them open. We’ve set it up so that Assigned calls have a fixed person and fixed committment. What other parameters need to be considered to stop PSO from moving these calls?

While opening FSM smart client and web client application getting pop up as “Sequence contains more than one matching element”. Can someone give the solution for this. 

We want start date {marked in yellow } to be min of start date{marked in green} and end date {marked in yellow} to be max of end date {marked in green} . Is there a function in report designer we can use to do this ? 

Current behaviorIn SC:Under Resource Column, screen shows Last name, First Name and Person ID.In ‘App params’ screen: there is a param named as ‘SCHEDULE_BOARD_PERSON_DISPLAY_FORMAT’, this is working, correct in Smart Client but not in Web Client.In WC:Under Resource Column, screen shows First name and Last Name Only.(Note: - Both are showing data in different format.)

We need to create a client to have their own Posting group for raising requests but when invoicng and issuing purchase orders they need to be from a different posting group al ready in Place, How would we be able to do this currently have something previously set up with for example S1NMS but invoicing Shows as S1 not the NMS ? 

Hi,While the appropriate quantity is 3 pcs, it seems that 5 pcs reservations have been made, how can this be?Available Qty=0 Reserved=5 

How to add the line feed to the text field (REQUEST_TEXT.TEXT) while importing to FSM through Import/export feature from spreadsheet?for eg:in spreadsheet i have data without alignments“ReasonDesc - 'INSTALLATION                  '; WorkNeededDesc - 'N2/30H/BULK/Monitor “ but in FSM under Notes, it should show as below“ReasonDesc - 'INSTALLATION                    ‘,WorkNeededDesc - 'N2/30H/BULK/Monitor” is there a way to format the notes while importing to request_text? Thanks & Regards,Damo