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

Hi All, Situation:I have an existing Serial Object in Inventory I have a customer order to sell the Serial Object with a Customer Warranty line (warranty came from a Customer Warranty Template The Serial Object is DeliveredQuestion:Should the warranty from the Customer Order Line not be connected to the Customer Warranty of the Serial Object?This does not happen at this point. So the Serial Object is sold with Customer Warranty on the CO line, but this does not appear on the Serial Object Customer Warranty.From the IFs help I get this:So does that mean the Customer Warranty is only copied from CO Line to Serial Object when the Object is created at Delivery? That does not make too much sense to me. The Serial Object could have been created before (demo machines for example), and sold later on but still have a warranty. Anyone have any feedback on this? Best RegardsRoel Timmermans

Hi All, Working in IFS cloud, I have opened a case and I want to Send a ‘Contact Note’ to multiple people.I click ‘Contact Note’ and a pop-up opens with a ‘To:’ field and a ‘CC:’ field. Each field contains a drop down listing all the contacts associated with the case. SO far so good. Now I want to have 2 people in the To: and 2 people in CC: but I can’t get this to work. The drop down only allows me to select 1 person. Using a semicolon after the first name doesn’t do the trick. Keeping down control or shift also doesn’t allow me to select multiple people from the drop down. What is the trick to add multiple people in ‘TO:’ or ‘CC:’??  Bonus question: how is ‘Contact Note’ different from ‘Send E-mail’? Both open a pop-up with a To: and a CC: window; so when do you use one or the other? What is the logic here? Best RegardsRoel Timmermans    

Hi, When creating a task using the API already provided by FSM and POSTMAN to invoke it, using the following URL “/MetrixIntegrationService/M5WebService.asmx/ProcessXML” to make the request, we send a tag with the authentication, with the credentials of a valid user like the following example: Our question is whether it is possible to send the xml without this authentication tag that has the password visible, we tried to use "Authorization" as the following example: but it returns the following error "XML authentication failed." Does anyone know if this is possible? Best regards

Hi All, In the FSM mobile app you have a ‘Important Information’ box. One of the messages is “You have x jobs overdue!” Where is this specific message managed? I would like to exclude tasks of a certain type in the count. 

HiI was trying to configure the cost categories inside the work task. I defined many but they don’t show up when I enter any expense. 

We are looking for a good way to measure equipment down time.  Currently we start the down time when the fault report is created.  We then mark the up time as when the work order is closed.  The issue we have with this is sometimes we can get the equipment running, so it is not down, but it is not completely fixed either.  We are waiting for parts to arrive to complete the fix.  We can’t close the work order if there are open PO items on it, so how can we capture that the machine is no longer down?

Hello,I am looking for a solution to synchronise the calendar entries from outlook in FSM and PSO.The main purpose is to store appointments that affect several technicians (for example, training courses) collectively in FSM and PSO. At the moment, I have to enter each appointment individually for each technician in FSM and PSO. ThanksregardsMarkus Kühnl 

Hi ExpertsI am asking this question related to customer concernHow can we retrieve file bytes inside CFSM Solution? Is there any direct FSM API to retrieve file bytes rather than calling ODATA rest service? Thanks and RegardsGayal 

Hi All, Is it possible to hide filter items (by script for example) on the default mobile Joblist screen?We want to show/hide some filters for different users.They only option I see, is that you can hide/show a filter per Mobile Design.  

Hi Experts This is raised regarding our customer concern Customer wants to Limit certain users from adding/decreasing labor lines (NPU) in FSM.I thought of achieving that by adding access groups for roles , Is that possible to do like that ? if that be done can you provide some guidance to achieve this please Else please suggest any other ways how to Limit certain users from adding/decreasing labor lines (NPU) in FSM. Thanks and Regards Shobana 

Hi Team, Can you please help me with how can we restricts the attributes/filed inside a page for a set of users.ThanksHimanshu

Hi Team,I am trying to run the PSO dataset initializing from Scheduling Manager screen in PSO but could see the below error:“The given URI must be absolute.  Parameter name: uri”Even the load job is not running and the rota data sync is not happening from FSM to PSO when I manually called the relevant MPM from the XML poster. The transaction is completed in XML Poster but no data in threesixty_ram_load_history table.Rota:<perform_send_rota_data_to_dse>  <parameters>    <dataset_id>FSM DEMO</dataset_id>  </parameters></perform_send_rota_data_to_dse>and Load Job:<perform_initialize_threesixty>  <parameters>    <dataset_id>FSM DEMO</dataset_id>  </parameters></perform_initialize_threesixty>I tried to update the webconfig file for the FSM-PSO integration as I am trying to do a initial dataset initialization after the FSM and PSO installation to fix the below error but did not helped me.Added below in webconfig- <end

Hi everybody, on a regular basis we get the following error from Azure. We have the following information: The Email from Azure:  and the warnings in the event data: Anyone have an idea what could be the issue?  Because we have also the problem that resources dont show up in the Resource Workspace even with a rota and schedule defined.As Information we are using FSM and PSO and used the integration guideline to connect both together. Thanks for your support! Best regards,Malte

Hi Experts,We have a customer requirement to filter lobby data using check box. The ability to select multiple SA4 in lobby. Can you please support us with the steps?

For example, need to add background coloring such as below when a Task_unit and its underlying steps are Completed.  

Is it possible to get Functional Architectural Diagram for IFS FSM 

Hi Experts This question is raised for customer concern Currently customer is facing an issue with some report checkbox views in prod environment but they  are not facing this issue in  TEST environment Prod Test environment As you can see in the above images Test environment we can see ✔ and ✖ but in prod environment we can see some symbols They suspect this is happening because of fonts and they raised this below question Could you please let us know whether  there is any possibility to check this font('Wingdings2') in TEST and PROD environments Can you suggest me any  way to achieve this or else please suggest any other way that can be a root cause of this issue  Thanks and Regards Shobana 

We are looking for users who plan service resources  in IFS Cloud by e.g. “Allocate Resource” (screenshot attached). Purpose is to share experience and practices. Issues we struggle with are: only tasks can be planned, not workorders as a whole there is no full view of all workorders, you need to manage workorder by workorder.Is the tool perceived as user friendly  to plan service resources?

Hi Team,We need to use business rules to validate whether the Task Date field (for example, Appointment Start Date) falls on weekend/holidayor not. We are aware that we can use validation business rules in FSM in order to check certain conditions on task update. Can you please advise on how the above requirement can be acieved using out of box approach in FSM. In case if it is not achievable through business rules, then can this be advised through customization? Regards,Raghul G

How can a FSE see his misc allocation as it does not show up on technician portal?

HiIs there a way to enter time against miscellaneous allocation?I can assign mis allocation from here but where can the FSE fill hrs in this? 

Hi ExpertsI am asking this question related to customer concernHow can we retrieve file bytes inside CFSM Solution? Is there any direct FSM API to retrieve file bytes rather than calling ODATA rest service? Thanks and RegardsGayal 

Dear FSM community: One of the customers I am working for is experiencing major issues with the Smart Client login.The customer is running FSM 6.19 as managed azure installation.It takes the  server frequently over a minutes to provide the response to the perform login MPM, send by the client. This then exceed the client timeout, so that users are not able to login. The behavior seems to be user dependent and is probably linked to the person role set-up. SQL Server doesn’t show any long-running queries. So it remains a blackbox what exactly the application server is during upon receiving the perform_loigin MPM.Considering that the response is consisting exclusively of list of menus and function which the client should render and thus fetch the message translation and icons for. I am very curious why it might be taking so long, and how possibility to fix this. I compared the result with another customer running FSM 6U20 however an ON PREM installation. There the response returning simil

I am trying to set up IFS FSM6 U14 on our VM, when i run setup.exe i am getting below error. I have checked the prerequisites and i see that our VM has all those, below is the list of softwares installed on our VM. Software Version Installed Power shell version 7.3.0 Microsoft SQL Server 2016 Google Chrome version 108.0.5359.125 .NET Framework 4.8.03761 .NET Core 3.1.12  Anyone has an idea about the above error and how to resolve it ?

What is the process for sending an email through FSM Smart client