Replies posted by josdepijper

17 Replies

csandersSidekick (Customer)

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

Run a script on request screen load

Hi @csanders, This is possible with Client Script for the Smart Client. And the code should run. However though there are less possibilities with client scripting for Smart Client. If you want to check what is possible, you should click the right mouse button in the client script code. This will show you a menu with all the possible functions/methods that you can run. When you are trying to trigger the client script, be sure to refresh cache, and maybe even use Refresh Cache (Full). It is also possible with a custom process/business rule with much less effort. You should then create a Custom Process of the type ‘XML’.I don't know your level of experience. But you should create a Custom Process of the Type XML. Then go to Business Rules screen and look up your custom process in the list. Over there create your rule and create two input parameters for it both with Table Name = ‘task’ and Column Name = ‘user_def1’.Then navigate into the rule id hyperlink to the rule conditions and press N

2 years ago

athobieSidekick (Partner)

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

FSM : put away process

Hi @athobie,I have been looking into this topic a few months ago, and also found it pretty difficult to find out how it works. In the end I did found how it works. Since I almost forgot, it's good to explain it over here again.So first the ‘Put Away Process’ parameters. It is still there, and its also still on the screen. However it's called differently. The label of this parameters now says ‘Use Stock Bin', but if you double click on the label in the smart client then you find that the actual field name is put_away_proc. As the Column Description is stating, it is only controlling that the system will default the Bin ID with the stock_bin record with the most recent priority date. I think that in practice this means that in general the Bin ID to which the part was stored most recently is used as a default, but off course you can create all kind of logic to manipulate this priority date value. Then the sorting. I never really tried the sorting functionality but I am sure if you hav

2 years ago

RamyaSidekick

asked in Service (Touch Apps, MWO, MRO)

Warranty Chargeback Voucher

Hi @Ramya ,Be sure that the ‘Place ID to Bill’ is pointing to the place who need to receive the Warranty Chargeback Voucher/Invoice.If that place has defined a Who's place which is also defined in the app param WARRANTY_CHARGEBACK_WHOSPLACE, then it should create the Warranty Chargeback Voucher. RegardsJos de Pijper

3 years ago

Ann DegroatHero (Employee)

asked in Service (Touch Apps, MWO, MRO)

Lookup for Work Date field

There are still calendar lookups in FSM, however not for fields that function as a filter. The Time Search screen is a screen with the ‘SEARCH’ pattern. This is typically a screen with filter fields. The fields in such a screen cannot be configured as a calendar lookup.This is also the case with the screen pattern ‘STANDARD’, like the Time Tracker screen. This screen pattern always consists of a list and a detail screen behind it. When the screen is used, it opens the list part of the screen first. This part of the STANDARD screen pattern can be used by the user to find a specific record. This is supported with some filter fields. If those filter fields are date fields, then a calendar lookup is not an option. However if you zoom in on one specific record you land on a card/detail screen of that record. Any date fields in those screens can still be configured as a calendar lookup. I agree that it would be much more user friendly if filter fields can also be configured as a calendar lo

3 years ago

Ann DegroatHero (Employee)

asked in Service (Touch Apps, MWO, MRO)

Lookup for Work Date field

Hi @andeus ,I think you mean the date picker functionality which give you a nice calendar so you can choose the date. Unfortunately this feature is not available for date time fields in the search menu. You can only have those fields on the detail/card screen.RegardsJos de Pijper

3 years ago

jbernardoHero (Partner)

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

FSM 5.7 - Change Sequence Starting point for records

Hi @jbernardo ,This is possible. It is actually just a SQL sequence.Normally I use beneath query to reset the sequence. But you can also set the sequence to a specific value. ALTER SEQUENCE [dbo].[SEQ_CONTSEQ] RESTART WITH 1 MINVALUE 1; -- SEQ_CONTSEQYou can find all sequence counters by entering below query.SELECT * FROM sys.sequencesYou can use the first query to update the sequence. The first number in the query should be the value where you would like to start counting from. Try this in your TEST environment first. The downside of FSM working with SQL sequences is that whenever you try to create a record, but not save the record, then the counter is still adding 1 to the current_value of the sequence. This might happen when your integration ran into errors in the past, or whenever just users tried to create contacts manually. If this happens, your FSM system is running out of sync with NAV. This means that the way you synced is pretty fragile. I would actually advice to use a user_

3 years ago

arti.sagarSidekick (Partner)

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

Remove the Post Button from the OOB FSM Mobile Stock Count Screen

You are right. I forgot to mention that you can add some buttons and have validation on those. In this case you could add the Save button, so that the user can Save instead of posting. However then still your Post button will stay visible, since it looks like its really cooked in the code of this particular screen. Maybe you can try to overide the FSM Client Script ‘STOCKCOUNT_POST_RUN’ with a (Custom) Client Script and add some extra conditions to it. However I do not know if the Mobile is running the same code. I am thinking... probably not. If that also not helps (or when you in anyway really want to get rid of that button) you should try to build your own custom screen for this usecase.

3 years ago

arti.sagarSidekick (Partner)

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

Remove the Post Button from the OOB FSM Mobile Stock Count Screen

Hi @arti.sagar , I am not sure for this screen, but you might be able to do this doing the following:with the mobile device navigate to the screen which you wish to adjust, then open the menu by pressing the upper right button in this screen then choose the menu option ‘Design screen’ then below in you screen, choose the option in the middle named ‘View Items’ it will show your ‘Post’ button. Select it. uncheck the ‘Active’ field to deactivate the button. Press save and close the designer screen via the menu again upper right menu button choose the ‘Close’ option There are some screens which doesn't allow you to deactivate this type of buttons (i.e. the ‘Next’ and ‘Save’ button in the ‘DebriefCustomerSignature’ screen). In that case an option could be to enhance the client script for the ‘Post’ button. You can then validate if the user is allowed to post and if not, then return a message and return a false result for the validation script to prevent that the ‘Post’ action is executed

3 years ago

jbernardoHero (Partner)

asked in Service (Touch Apps, MWO, MRO)

stop certain line codes from appearing in voucher

Hi @jbernardo ,Yesterday I found a similar response of the Billable parameter of Part Line Codes. I posted a question on the community in an internal sub forum (IFS and partners) to look into this. It seems that the parameter should control the Billing Status of the Part Usage. When you use a Part Line Code with the Billable parameter set to N, then my assumption is that it should set the Billing Status of Part Usage to NOBILL. If the Part Usage has this value NOBILL, then it does not appear in any invoices.Unless there is some parameter or other trigger or some other variable what is considered by the Billing Generation function, this might be a bug. But since I am not sure, I asked IFS for any conclusion on this topic. The last response that I got on my question is that the topic is dropped at R&D. Anyhow, with this knowledge you could solve your issue by using a Business Rule and set the Billing Status of a Part Usage to NOBILL when the user inserts or updates a Part Usage with

3 years ago

josdepijperHero (Partner)

asked in Service (Touch Apps, MWO, MRO)

Trigger report mpm from business rule

Hi Jevin, Thanks for your response. However I think I am still missing a part. I get this back. I found this menu ‘Perform Definitions’ in FSM. Based on this menu I query on the following tables:cust_perform_def cust_perform_param metrix_perform_def metrix_perform_paramThe perform_get_report_pdf is existing in the metrix_perform_def and metrix_perofrm_param so I do not get why this error message is stating that the perform definition method cannot be found. Just to be sure, I even tried to define the perform message in de cust_perform_def and cust_perform_param, but that gave me the same result. Any clue what I am missing here?Thanks in advance!

3 years ago

josdepijperHero (Partner)

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

Regular Expressions (FSM)

Hi Lee, Thanks for your support. Since I am coming from a functional role, I was not aware of the fact that Regex is actually some kind of a code language. I just figured it was something FSM specific. It makes sense though that when it is some open source logic, that there is no further explanation of the feature in FSM. I now found this website https://regexr.com/ which helps explain how regex actually works. Thanks a million!

3 years ago

josdepijperHero (Partner)

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

Regular Expressions (FSM)

Hi Lee, Thanks a lot for this info. And how about when I want to output a date differently then the user inserted? I would like to convert for example a date (e.g. the date 4th of may 2020) which is inserted as 04-05-2020 to 2020-05-04. Is this also possible? And do you know if there is any documentation? Because as you can see in the demo data you can have very particular setting in ‘value’ and ‘output format’. Kind regards Jos de Pijper

3 years ago

josdepijperHero (Partner)

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

FSM Business Rule - expression subtract from value

Thanks The business process is triggered on task. The idea is that the (backoffice) user has to review task_steps of the type PRODVAL (values entered by production via mobile app) manually. When everything is reviewed (maybe the users does some changes) then the user has to set a parameter to true on task level and then press ‘Save’. I am then always deleting all old automatically created values with a mass_update. After that BR I launch my non_part_usage creation BR's. I have been thinking about launching on task_steps, but I have multiple different scenario's. If I would do this then I needed to define for every individual scenario a validation xml, an insert/update xml message and a delete alternate_xml. With the parameter on task level I keep it sort of ‘simple’. This way I am able to give a user instruction which launches my business rules. Always perform the delete rule (just 1 mass_update rule) and then perform my insert rules. I could do the same with a trigger on task_steps

4 years ago

josdepijperHero (Partner)

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

FSM Business Rule - expression subtract from value

This can be done via a perform_evaluate_expression which you have to add to you XML message. <perform_evaluate_expression result_name="result03"> <parameters> <table_name>task_steps</table_name> <keys> <key_item> <column_name>task_step_id</column_name> <column_value xpath_node="//task_steps_hierarchy_select_result[@result_name='result01']/task_steps/task_step_id" /> </key_item> </keys> <expression>task_steps.user_def_num1 - 25</expression> </parameters> </perform_evaluate_expression> In this perform you have to pass in your value with “xpath_node=***” , *** is a string which is referring to another hierarchy select where your original value came from. This hierarchy selects of my original value looks like below code. You need it to specify the *** part of the xpath_node. <hierarchy_select return_only_requested_attrs="true" max_rows="1" result_name="result01"> <primary_table>task_st

4 years ago

josdepijperHero (Partner)

asked in Service (Touch Apps, MWO, MRO)

PSO: Automatic Planning Roadmap

Thanks Tom, it does help. I still wonder if the Requirements functionality will come back, but will see if its in update 4 then :)

4 years ago

josdepijperHero (Partner)

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

FSM: Use client script sql in Data Source Designer

Thanks Jon, Is it also possible to display the result of the Data Source in a list element from the element designer? For example. Show me a list of all personid’s. I Am trying this in the Metrix demo environment so there are a limited records in the Person table. I am just doing this for a proof of concept matter.

4 years ago

josdepijperHero (Partner)

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

FSM: Use client script sql in Data Source Designer

Hi Jon, That is great to hear. I am running version 6.3. I just would like to see it working as a proof of concept, which is hard because there is no specific documentation about this. What I am trying to do is creating a new Data Source from the Data Source Designer of the type “Script”. From there I have to fill in a ‘Script ID’. I expect this field should be filled in with the Client Script Sql ID of a Client Script Sql (just a guess, because again there is no documentation that describes this feature). Then I expected that I could run a preview in the preview window and that in this window should appear some data coming from my custom sql statement in my Client Script Sql. However it only shows a column named “return” with no data. The Client Script Sql contains a simple sql statement like: select person_id from person So I expected the Data Source should give me then all the records of the column person_id of the table person. I kept it really simple, because at first I just woul

4 years ago

Replies posted by josdepijper

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