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

2566 Topics

TatKhandMSidekick

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

FSM Application user sessions id details will be stored in the database table level or not?

FSM Application user session_id details will be stored in the database table level or not?

3 years ago

TatKhandMSidekick

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

FSM Application active users session_id will be stored in which table?

FSM Application active users session_id will be stored in which table ? . I need the FSM active users session_id details stored table.

3 years ago

AsterixSidekick

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

Report Designer Tool FSM

Is there any report designer tool in FSM ?Requiremnt 1: When we click on Request Print a pdf file comes up( request.rdlc ) with a predefined format . Need to customized this report with additional jpeg , additional content and few field values. Requirement 2: FSM Report needs to be configured as per the business standard, as we can do in SSRS or Crystal report.But, SSRS doesn't support FSM webclient. Hence the issue.

3 years ago

ZRZJOLIVEIRADo Gooder (Partner)

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

FSM Mobile - Login Page Backgorund Color

Hi, Is it possible to change the background color on the login page of mobile app?We were able to change the IFS logo, but not the color. Thank you, João Oliveira

3 years ago

mmathiasSidekick (Partner)

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

FSM v6.6 Mobile Designer - View description for field

Good morning,I am in Mobile Designer and added the field place.creadit_terms_cd to the CustTabDetail screen. I cannot figure out how to get the field to display the description of the code value instead of the code value from the CREDIT_TERMS_CD code table. Thanks

3 years ago

MartinFSidekick (Customer)

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

FSM6 u6 Customer Portal Dashboard/Lobby

Can anyone help with this please? In our Customer Portal configuration we have selected a ‘Lobby only Dashboard’. However when you login on a new browser you still get the standard dashboard. If you open up a new browser tab and login again with the same account, you get the Lobby. So you get the assigned lobby on all logins except the very first one! Anyone have any idea why?

3 years ago

TatKhandMSidekick

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

FSM Server how to find which Business rules have taken more time to execute

In FSM Server how to find which Business rules have taken more time to execute . We have enable server log for Business rule and exception to 6 as suggested by IFS case to find the performance lag.But how to find from the server log which business rule taken more time to execute.What parameter and values need to be checked in the server log.

3 years ago

KYOMANGYALODo Gooder (Customer)

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

API calls versus rights & roles

User has restricted menus and functions to READ only. Example Request or ProductUsing API calls with the same user the same data can be modified. Expectation is: since the user has READ only this should not be possibleHow to you handle the roles /rights in order to avoid this issue?Can you reproduce also in your systems?We use FSM 6.5Thank you already for any useful feedback!

3 years ago

ZRZJOLIVEIRADo Gooder (Partner)

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

FSM Mobile - Disable Time Report Screen buttons

Hi, We have a requirement from our client to disable the delete and modify buttons (popup) in the Time Report Screen for the mobile App. We tried to disable the buttons using the design screen but there are no options to control them. Is it possible to disable them or since this is not a standard screen we cannot control its behavior? Thank you,João Oliveira

3 years ago

ZRZJOLIVEIRADo Gooder (Partner)

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

FSM Mobile - Show pop up

Hi, We have a requirement from our client to add some validations during the workflow (for example “Did you report all parts used? Yes/No”) . On the mobile app is it possible to show a pop up window and jump to a specific screen based on the answer? Thank you,João Oliveira

3 years ago

AdrianEgleyHero (Customer)

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

FSM 5.7 - Password field not displaying masked data

Hi,We’re currently going through the process of updating our FSM 5.7 environments from Patch 5 to Patch 11.One thing I have noticed is that the password field on person screen now appears NULL even though the masked value is in the database.This is Live 5.7u5 This is UAT 5.7u11 Is this by design? We have a few web based processes now looking up the password field via a hierarchy select to allow that process to act as an post data as the user. Unfortunately when doing the person select even though the password attribute is in the select its not being returned in the response. I have been through the release notes and cannot see anything related to this. I can see new functions being added to the Admin Role (EDITPERSONANY and EDITROLEANY) that’s pretty much all in the notes. Any assistance would be appreciated. Regards Ady

3 years ago

PirtekKHDo Gooder (Customer)

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

Geofencing Technician Home Address

Hi.Our technicians often start work from home and therefore to adhere to our data privacy obligations I would like to mask the GPS address data for a few minutes after accepting a mobile service job. Is this possible through Geofencing and if so how would this be setup in FSM? If not, what other solutions exist without switching off GPSRegardsKeith

3 years ago

TatKhandMSidekick

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

To increase FSM application performance can i increase the Maximum worker process in the application pool of IIS

To increase FSM application performance can i increase the Maximum worker process of the application pool value to 2 instead of default value 1 in the IIS settings. Because am facing the maximum cpu utilization issue in the server always by the FSM worker process.

3 years ago

TatKhandMSidekick

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

FSM Smart Client Error : Server not responded in past minue

We are getting the following error frequently in the smart client application after entering the login credentials.Error: Server has not responded in the past minutes.Kindly may i know the reason for the above error.

3 years ago

saras360Do Gooder

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

Need document or user manual on client report development work in FSM

Hi Guys,Can anyone please provide me the client report development work user manual for FSM tool. Regards,Saras

3 years ago

saras360Do Gooder

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

SSRS report is not opening from FSM web client

Microsoft Report Viewer is not installed in the FSM. What is happening here, when I m clicking the report in FSM smart client, a new chrome window is opening and it is redirecting to SSRS report server and the report is displaying in report viewer of SSRS. But the same thing is not happening with FSM web client.

3 years ago

jbernardoHero (Partner)

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

FSM Mobile - Stock Search Error

Has anyone gotten this error? Any insight?

3 years ago

RamyaSidekick

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

Physical and organizational groups

Hi,Can anyone please explain why will we use physical and organizational service groups in FSM what is the purpose of these groups.I know how creating groups and applying in person, place records please explain where these groups reflect. ThanksRamya

3 years ago

athobieSidekick (Partner)

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

jbernardoHero (Partner)

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

(FSM BR)Expression to put date based off created date

I am looking to create a value business rule that populates a day that is 30 days after the created_dttm in FSM. i looked at the cheatsheet but was unable to figure out what expression is required. I tried to do DATEADD but that didn’t work.New to using expressions so any help is appreciatedthanks!

3 years ago

AsterixSidekick

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

How to automate the process of assiging a technician for a repair task on the basis of his skills and time availability.

Requirement is assigning technician for a task in FSM on the basis of match between his skill and product skill and availability of technician. Process has to be automated. As soon as task gets generated , technician supposed to be assigned. We don't have PSO. Process needs to be achieved from repair board, or within FSM

3 years ago

BertelLundgaardDo Gooder (Customer)

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

FSM: How do i set default values in screen TIMESEARCH

In FSM TIMESEARCH screen, I would like to set a default value of the logged in user to the search field NON_PART_USAGE.MANAGER_PERSON_ID. I have created a client script to do the job thats uses the SetControlValue function, but the value is not set on the screen. The SetControlValue always returns ‘False’ Here is the script used:var MgrPersonID = getControlValue('NON_PART_USAGE','MANAGER_PERSON_ID');returnvalue=true;if (MgrPersonID == '') { MgrPersonID = getUserInfo('PersonID'); alert('Set person id to default ' + MgrPersonID); } var returnvalue = setControlValue('NON_PART_USAGE','MANAGER_PERSON_ID',MgrPersonID);alert(returnvalue);

3 years ago

graeme86Do Gooder (Customer)

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

FSM 5.7: Custom table and Message Translation

I have Create a Custom Table that will be receiving data from an External System.in the Table has 3 columns (task_id, field, Value) for the field it will have a value like “Person_Email” This table will be added to the task Screen as a new tab as a list viewI don’t want to display the column “field” but would like to display a description instead “Person Email”. I was hoping that i could use the message translation to manage this as there maybe a future requirement to have these discriptions displayed in the users languge instead of one fixed value. If the message translation is not the right place then i dont mind creating another table to manage the Field Value, language and Description as long as i can display the Description as a field.Does anyone have a suggestion on how this might be possible? Thanks, Graeme

3 years ago

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

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