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

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

Does anyone have any experience with printing from FSM Mobile? A customer has a requirement to print from their Android device to a mobile printer located in their truck. From within the FSM mobile app, we need to pull the appropriate data from the mobile database and send it to another Android app that is outside of FSM. This must take place on a mobile device so that it works without cell connection.

In our business model service engineers can pick billable parts from warehouses managed by FSM and give it to the customer in service location.The part needs is managed in FSM with task templates.What we expect is:Before assigning an activity PSO must check the part needs in the activity, check the availability in a warehouse where service engineer can pick part from, and finally assign the activity to the correct service engineer. is that possibile ? How we have to configure person and places in FSM and what in PSO ?In case in which we have to configure the van stock of service engineer equals to the warehouse (in order to let pso to check availability) is possible to configure FSM Mobile App to not show the stock of the entire warehouse but only the real van stock of service engineer ? thanks and regardslf 

Hi all,Currently, in FSM Mobile Application. We have the “Team Tasks” and “All” job list filter. When a task is assigned to an engineer, the task moves from “Team Tasks” to “All” for that engineer. When the engineer rejects the task, the status changes to “Rejected” and ‘Person ID’ is removed from the Task (Baseline behaviour, using ‘Scheduled Resource’)  After awhile, this same task will reappear under “All” job list filter with the status as “Assigned” even though the Task Status in FSM is “Open”. Any idea why this is happening?

A customer wants to audit function for all key columns in all tables, which they believe will cause performance issues. From the help screen under Audit/Extract in the smart client, it states;"The audit process records information you specify and stores it in a table named metrix_audit that you can access with any program that can access your database. This information is transactional in nature; it includes the person who made the change, the time and date of the change, the type of change, the table and field changed, and so forth.You can create as many audit sets as you need. You must create a set for each FSM table you want to audit.”Even though it says that you can create as many audit sets as you need, can we assure the customer that they will not have performance issues?   

Hi all, In the FSM Client Scripts. The baseline coding logic includes the use of {0} and {1}. May I understand what they mean and how they are to be used?Eg. the code below:var fullFilter = stringFormat("task.task_status in (select task_status from task_status where status = 'OP',' and task_status <> '{0}') and task.team_id in (select team_id from team_member where person_id = '{1}') and task.person_id is null", getAppParam("REJECTED_TASK_STATUS"), getUserInfo("PersonID"));return fullFilter; {0} and {1} are also used in many other context, like in XML Business Rules. Just want to understand how to use these 2 values. 

In Web client if new attachment needs to be added to task or request a pop up appear for browsing and selecting the attachments from the local machine.Is this pop up being hard coded or its's triggered via script? Business rules are working differently for web client and smart client because of this pop up.   

 Did the IFS mobile app work on HarmonyOS?

Hi Team, In Service Management screen we create request and task as per customer complain and users can see all the task created by us can we do a customization which will restrict the user to see only assigned task to them. They can not see the others task which was not assigned to them.I need to Implement the same functionality(search criteria) in mobile under Transferred Tasks/Work Assignments module. Let me know in case you need any clarification. ThanksHimanshu

hiIs there any solution to this? This work task is not open anywhere, still showing this, any way to unlock it? 

Hi All,I have a requirement to display a custom table field in mobile stock tab detail screen in which the there is a relation between the custom table and stock_bin table via place_id field (which is the primary table of the screen).Please help me with the further steps to do and in Stock_bin sync rule I have added the join constraint with the custom table. Regards,Lavanya

Hi Experts, There is a situation where inbound messages are coming to FSM through FSM Connect. I would like to confirm whether is real time sync is possible via FSM connect and if so, what would be the time gap is it 1s or 2s?  Thanks,Heshala.

Hi Experts,There is a sceanario for a customer as following.When a specific part is requested by technician through FSM mobile, a part need is created and it will be issued to the mobile.When part need is issued normally stock amount is reduced from the location and added back to technician's location.Could you please advise me is there anyway that i can restrict the addition of stock quantity into technician's location.Thank you for your support.Regards,Heshala.

hican anyone share a quick document to add a custom attribute in an entity using these types. i want a field where I can use a SQL statement based on some filter/where clause.  

After installing FSM 6 Update 22,  we found that Integrations that create a new Request or update an old one stopped working.The Place-related integrations work fine.A feature of the problem is that the integration works without any changes.No transactions in the integration log.I did not receive any response to my question to the Customer Engagement Center.Please advice.

Hi,We have a request from Customer team to confirm if we can identify some mechanism of when the QR Scan Code was launched from FSM Mobile.