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

Hello, I am need to build a validation business rule that acts based on who is preforming the action. I understand that in the I can place static values in the ‘expression’ area pointed at “user_login_id” but it appears that MUST be a static value validate against I would like to validate that against the view “direct_NPU_alter_auth_VW” that returns a list of person_id’s and a YorN field if they are authorized. But it appears this is non functional. I have tried : “user_log_in.person_id = direct_NPU_alter_auth_VW.person_id and direct_NPU_alter_auth_VW.Bill_NB = ‘N’” but it does not work.. Can you help me with this logic? Best regards, Dan

Hi Experts, In work order functional area (before request management work stream), it is possible to generate invoice previews in bulk using ‘generate invoice preview’. It is not clear if this functionality available for request management area as well. If i check the navigator(24R1) i can see two entries, but none of them generate invoice previews for requests i have which are qualified and i can generate invoice previews for same records manually. Please advice. Best Regards, Roshan P.S : A related community post Request for a functionality similar to "Generate Invoice Preview" for Request Management | IFS Community ..

Is it possible to set a minimum width for a task on the scheduling board, even if the task has a shorter duration? The reason is that tasks shorter than 30 minutes become very small on the board, making it difficult to click on them and perform any consultation or modification.

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 Regards Roel 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

We are working on setting up PSO for short cycle work but have many different Job Types and Skills that we need PSO to handle. How are others handling the potentially hundreds of Job Type, Skill, and Resource combinations.

Can anyone help me to understand why am I loosing the reference from the lastscreen controlkey ? I’m not sure which one I should use: getcurrentkey or getcontrolvalue. For me is not clear. Anyhow it is not fetching the selected Attribute from the list. Any ideas ?

Hi, I need to implement a lobby in FSM which navigates to a cloud page and need to pass the place_id(stored in the database) as a parameter. please advise on how we can add a parameter to a URL in a lobby in FSM. The link to the cloud page that we need to access(parameter is highlighted): https://tracker-cfg.ifs.cloud/main/ifsapplications/web/page/CustomerInvoiceAnalysis/Form;$filter=%28Identity%20eq%20'CMWCUS001'%29 Thank you.

Hi Team, I’m using the Attachment functionality in mobile to capture attachments for ESCALATION table.From the mobile screen by using the Attachment icon of (user_def13 field inside escalation table). After uploading an attachment and while saving the record , the data inserted in to user_def13 field as a negative integer value such as -1, -2, etc., in the DB instead of the filepath. To solve this issue, we followed the below steps: 1-We created a table called "c_escalation_attachment."2-In that, we added columns attachment ID, escalation ID, and c_user_def1.Then, we mapped the relationship, one with the escalation table and one with the attachment table.Then, in the default definition, we mapped c_user_def1 with the attachment_name of attachment table.After that, we also mapped the c_escalation_attachment table in the escalation table.Then, in the mobile version, we added the same c_user_def1 as the attachment field and tried to insert the data again.After filling in the data and subm

I am currently facing issue with my IFS Application. It seems that error is appearing on every pages as shown below. I suspect this might have occurred because I mistakenly deployed some components (FNDBAS, APPSRV, ENTERP) files which were not required to deploy while I was doing the practices in the training environment of Mobile Development Training. Could anyone please guide me how to resolve it. Thanks, Sumit

We have a screen using user_def_num fields which are optional. When records are created and these values are NULL, Web Client is displaying the data as NaN. Smart Client displays no value Can anyone offer a solution so that Web Client displays no value?

HI, In mobile I am hiding few fields based on the drop down selection. Can someone help me giving some basic syntax examples. Like I need to hide X field based on Y fields drop down selection(Say Z). Thanks In Advance, Pinmaya

One of our customer is looking to use TOM TOM for GIS integration for Field force enablement and Unit location visualization inside IFS Cloud in Dispatch Console Map. Please Note: They are currently not using PSO. While we understand ESRI and Google maps is what IFS gives out of the BOX, is there any option to connect using TOM TOM without customization, or do we have any connector via which it can be done directly on IFS Cloud?

Hi there, I'm trying to create an XML Business Rule in which I basically want to validate whether a user has a specific role in their set of roles and, if so, an error type message translation is run. Does anyone know if it's possible to write an XML code to run an already defined message translation or, alternatively, how to write an XML code to perform an error message?

Step1 : We have created a new workflow in fsm for sample application.step2: we have created a new task type for the workflow. step 3: when we are going to assign a task (with newly created task type) to user that is not reflecting inside the mobile application in job screen. step 4: Inside this new workflow if we assign task (with pre-existing task type) to user then its work fine. Could you Please help us to resolve this issue as we are mentioned in step 3..

Hello, I’d like to copy a service quotation. How might I go about doing this? I see that Sales Quotations and Customer Orders have a copy button and page, would I need to create a new page and projection to accomplish this? Thanks,Bryan

Hi all. I need to be able to navigate to a survey using the client script. The goToScreen() function does not seem to allow this and gives a null reference error. Here is the line I am using: goToScreen("DebriefSurvey5"); The idea is to press a button to go to an individual survey. Another instance I need to do this is when I want to sometimes not show a mandatory survey that is followed by another survey. I need to be able to navigate to a survey screen in this case.

Hi all, When I fetch a Part (in mobile), it will be cut off if there are more then 8 numbers after the . (dot). The field is a String, adjusting the metadata hasn't been succesfull so far. However the value is correct in a Alert, but when pushing the data via a savadatatransaction the value is cut off again.. See screenshot.

Dear FMS experts. I have a commitment notification (email) via a Business Rule (BR) that is sent as Request have ETA in jeopardy. The existing BR updates the Request Events and add a Event Type “Sent Email” that triggers and email that is hardcoded to one individual email address. The new requirement is to send the email to different recipients, such as engineers and manager [1] I am struggling to find how the Event Type “Sent Email” is linked to a singular email address [2] can I modify the XML message to include a parameters that look at engineer and manager? Please see the BR in the next screenshot and XML_message code

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,

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 ca

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

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.

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

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

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