Outlook Integration

Hi Roman, Thanks, that’s interesting. Is there more info on how it works? Besides the high level 1 pager in the FSM reference document, I don’t see any documentation on how to access it, use it, etc. once it is installed.

Hi Jonathan,

unfortunately, not that I’m aware of. 

Best regards
Roman

Hi Lloyd,

you can find the option to install the add-in in your user profile within the Smart Client.
 

 

This should bring up the Installer of the add-in:
 

Best regards
Roman

Hi Roman

Thanks for this, so easy to do, but couldn’t find the info anywhere. 

Hi Lloyd,

you can find the option to install the add-in in your user profile within the Smart Client.
 

 

This should bring up the Installer of the add-in:
 

Best regards
Roman

Sorry one other question, the reason that I am looking at this is because I would like engineers to be able to sync outlook calendars with IFS tasks, is this possible with this? I can seem to get it working.

@IGMIGMIMXMD did you check the inforamtion in the FSM Reference Guide? You can copy FSM task information to your Outlook calendar or taks. Therfore, you have to setup the TASK_OUTLOOK_EXPORT_MODE app paramater and perform the setup in the Outlook FSM Screen.
@JonWoster fyi - it’s a bit more than an one pager. :)

Hi roklde,

Yes I have that part (thanks for the document tho, hadn't seen that), my issue is that unless I add the admin accounts details to the settings section in the add-in, I am unable to get it to connect. I assume that in order to sync the correct calendar to the user I need to connect as them.

I could imagine that it has something to do with the role a certain user has. I believe when you assign the admin role (only for testing) to a different user it might be working. However, I’m not sure which exact function you may require to have it working - maybe IMPORTEXPORTANY?

Hi, not sure what I changed but it is now working.

Thanks for your help.