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

Good dayPlease see the above pictures for the resource duplication. During team setup, the team member’s Resource ID was changed. The user was not deleted in either FSM or PSO when the Resource ID was changed. Now the user shows up in PSO with both the old and the new Resource ID. Tasks does not get scheduled to the old Resource ID, but they both show in the Resource planner and the PSO Schedule board. Is there a way to prevent this duplication, or will it be a manual process of removing the old resource from the Team in FSM, as well as removing the old resource from PSO and the resource planner?  

HiI am trying to use the Stock Min Max function in FSM to automatically set the Min Max levels based on usage.When setting one months usage on one part line as a test, the part usage returned does not match the part transaction usage therefore giving incorrect results.Criteria used is a follows:  The Min / Max usage is returned as 656 units:Yet the Part transactions for one month only totals 61 which is what i would expect.  Can someone please explain why this is as it makes no sense. Is it a bug?

In the UI Designer, how can i make a field default to the value of another field. i.e. on the Project Screen i want field PERSON_ID_OWNER to default to CREATED_BY, i have putting the field path in the default value field but it just prints the path and not the value? its important that it populates as soon as they hit the ‘New’ button so that they onlty need to change it if it needs to be a different value

Release Notes for 6U12 state that: Messages will no longer use Microsoft Message Queues (MSMQ). Instead, the messages are moved to Scheduled Processes in the database for the Service Monitor Engine (SME) to process..Where are perform_send_to_monitor entries stored - what table(s)?  Is it visible in the UI?We are migrating from 5.6 to 6.12 and I need to find a way to regenerate the monitor entries.Thanks in advanceBen

The online documentation indicates business rule operators:to days, to hours, to minutes, to secondsConvert to days, convert to hours, convert to minutes, convert to secondsBut there is no example as to how this is actually implemented.  to_minutes() does not work.I am trying to calculate the duration (time difference) between two dates in a business rule.Thanks in advanceBen 

Is there any documentation about how to use XML_MESSAGE, VALIDATION_XML_MESSAGE, VALID_IF_FOUND and ALTERNATE_XML_MESSAGE?I have written some simple rules using only XML_MESSAGE, but If I wanted to use the other fields how do they work. My First question would be Does the VALIDATION XML run before or after XML MESSAGE?When does the ALTERNATE XML run?How do I use VALID_IF_FOUND? I’m Working in FSM 6.5Thanks!

Hi Community, Is it possible to have the same functionality that is in Task List on a custom screen for a custom table?We tried to check on the mobile and we didn’t found the way to set it up.  Thank you,Best Regards,Andreia Leitão 

Hi Folks, I have been given a brief by one of our clients to look at doing an integration between our FSM and their ‘Zendesk’ platform.  I’m wondering if anyone else has previously integrated the two systems who may be able to give some advice on the best way forward? 

Hi All,I have to compare the distance  between task geocode(lat,long) and place(lat,long). Based on the distance( let’s say 300mtr) I need to enable one user_def field. Can anyone help me on this. Is there any out of box feature available? Can anyone help me on this? Thanks & RegardsRajat

HI,We have an issue related to a customer environment that it gives the below error for a particular user when login to the FSM Smart Client. They installed FSM from their Software Centre. FSM is installed to users pc:However, user does not still have access to FSM environment, therefore FSM will display following error message:NOTE: <<customer» is using SSO as well. User does not have still access to log in FSMThe user even cant close the pop-up window by clicking the « Close » button.They have to kill the task from the « Task Manager ». To close the this error.This issue is only in the Smart Client and not for the Web Client and that user can login to web client without any error.What are the differences of the SSO login mechanisms of FSM Smart Client and Web Client?Can anyone help?Best Regards-Kelum

Hi, I understand that the old certificate that is used to sign FSM Mobile iOS apps is expiring on November 12th.When will the new certificate be available on November 12th? What time, exactly?Thank you. 

How much control is there when deciding when real-time travel data from Tom Tom is used? On My IFS it says “The times from this cannot be used for scheduling because it is relatively slow.  However they can be used when work is committed in the schedule and therefore fixed. This improves the travel time estimated and also the accuracy of the following schedule.  “ Is there any way that this data can be used for scheduling? For example, can this data be used only for urgent tasks to get the most realistic travel time estimates that are used for scheduled and choosing the correct resource?

Hi team ,  Can anyone tell me ,how can we write the input condition to compare the datetime field with current date and time in Business rule .example : If the expiration date is on or before today date then business rule needs to fire .I tried giving the input condition with less than and now() function ,but its not working. ThanksMuthujayashree R 

Hi everyone, Is it possible to control visibility of the tooltips in PSO based on activity types?Thanks in advance, Joana Machado

Hi everyone,  Our client would like to define the working area of the resource in polygons. From our understand, in PSO, polygons are only used in regards of the Travel Profiles.  Does anyone know if PSO can handle this requirement? Thanks in advance, Joana Machado

Hi everyone,  We have a client with a FSM-PSO solution, and one of the requirements is to manage crews that are created and planned by them. We are aware that in FSM, more specifically in the task record, it is possible to use the field “Crew Size” to identify how many elements are needed to close the task. Does anyone know how to handle these requirements within FSM-PSO? We understand that there some limitations regarding integrations between FSM-PSO and we would like to know if anyone has some tips to handle this requirement following IFS best practices.  Thanks in advance, Joana Machado

How to get all the users (Persons) login activity in FSM? (Ex. Log in time, log out time, changes made by the person...)

In FSM 6.13 PSO Work Bench does not load while accessing through FSM Web Client Any Inputs ? Regards,Srikant 

We have a table in UI designer but we do not have screen for that UI designer table in the Menu. How can we use that table to get a screen on the Menu ?

In the lobby when we create a list view and want to have list data according to user input Is this possible ? I am not able to give user input on the list view dashboard.

I want to change the colouring of tasks in the Schedule Board based on the Task Type. I have set this up in the Color Settings screen, and this is working as expected in the Smart Client. I don’t see the same thing in the Web Client though.Is there a separate setup for this for the web client, or is this not possible? I am using FSM 6.12. Color Settings Setup Smart ClientWeb client 

For the element design we want to have 2 different color for index one color and for list different color . Is this possible in the element designer ?

How can we reach into a specific request/ task by clicking  in the overview screen of the lobby ?  

what are the settings to be configured for the fsm person to login to PSO Application by clicking FSM schedule workbench?I have selected the person as - PSO System user and i have assigned the default WFM ADMIN Role. But still the person is not able to login to pso application when i click the Schedule Workbench from the FSM Web Client.?In case i need to create a new role what are the mandatory role settings need to be configured to access the PSO Application through FSM Schedule Workbench?  

Hi :-)We have users on mobile app, mobile web portal, web client and smart client.Is there any way to track which application their login originated from?