Replies posted by Rwjgoedhart

30 Replies

E
Do Gooder (Customer)
ERCZYADSAHDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

restricting a person role!!

Hi, The way we solved this in our business is by restricting the access that would allow a person to change their roles.in our case; there are 2 places where a ROLE can be assigned/updatedPerson screen, Role Tab Role screento restrict the Person Screen, Role Tab, we identified the “View id” of the tab.  Then in role permissions, we set that view to “Disabled”   then to disable the “Role” screen, we control that by Function  Hope this helps.-Rudy 

3
R
Hero
1 year ago
Y
Do Gooder (Partner)
yajjala.gangadharDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

IFS FSM-Adding filter condition on UI Designer to filter data

Yajjala,I am going to assume that we’re dealing with a 2-part list-view here, 1 to list the Surveys, the other to list the results.If that is the case:  give your Parent list a name then set your child list up with Name & Parent In my example my parent = “TaskList” and my child is “RCAList” Edit the ListView configuration of the Parent to include child information In my example I identify the child (on the parent list configuration) and entered the table_name (survey_answer in your case) in both “Child table Name” and “Path” make sure your “Child Relations” settings match your desired setup. In your case you would need a link from request to survey (possibly through a view) then link in survey_answer from survey “survey” would be the parent “survey_answer” would be the child Save Screen - Refresh Cache -- Re-open screen - Et Voila!  (assuming I didn’t forget something!)  If you were simply looking to add a filter, use “Child relation Editor” to a

2
R
Hero
1 year ago
E
Sidekick (Customer)
Ethan MSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Mobile mm_message_out table not populating

Nailed It, @Lee Pinchbeck  role had “tables” permissions set to person_mobile disabled.Oddly; this has been in place since March 2021, and never posed issues with previous versions.  so 2 issues.FSM doesn’t sync when Last_sync_dttm is null in person_mobile having table restrictions on the role only seems to affect syncing, where you’d expect it to stop the mobile initialization as well. in any case;   Solved by: Fixing role permissions updating person_mobile with last_sync date for existing records.Sincerely,-Rudy 

11
Lee Pinchbeck
Ultimate Hero
1 year ago
M
Sidekick
MuthujayashreeSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Date Comparison in FSM Web Client

@Muthujayashree  I may be simplifying this too much, but why wouldn’t you stick to just the “Created Dttm” field and use a search string to encompass both From and To ? example:   If i wanted to see all requests created between 7/1/2022 and 7/28/2022, I would search for: >= 7/1/2022 + < 7/28/2022In similar fashion we could use dynamic search options to search for “created between 30 days ago and now” >=Today.Adddays(-30)+<Today.Adddays(1)This string reads as: Created on or after (Today-30 days) (6/28/22 in todays example) + (AND) Created before (today+1 day) (7/29/2022, in todays example)Using search variables with modifiers allows you to save these results in Saved Quick Search, which will always return “30 days” vs. a static date.    Works in both the WebClient and Smartclient Hope this helps-Rudy 

4
R
Hero
1 year ago
E
Sidekick (Customer)
Ethan MSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Mobile mm_message_out table not populating

Only problem that remains;    even though all synching is now working as intended, the “Last_sync_dttm” remains static.. It does not update to the actual last sync date.. @Lee Pinchbeck, do you by chance know what is supposed to update that field?  Any idea why it wouldn’t even when syncs are successfully completed? 

11
Lee Pinchbeck
Ultimate Hero
1 year ago
E
Sidekick (Customer)
Ethan MSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Mobile mm_message_out table not populating

I found the solution When new devices initialize --  The “Last Sync Dttm” on the Person_mobile log is [null]any mobile device with “Null” will not updatewhen I (database update) the value to something/anything..  Updates start working.  This may be an actual FSM bug.   We can solve this by forcing a value into the field through metadata defaults.. . update person_mobile set last_sync_dttm = '2022-07-24 12:00:00.000' where last_sync_dttm is null after the above was executed. All updates/inserts started working as intended… Sincerely,-Rudy 

11
Lee Pinchbeck
Ultimate Hero
1 year ago
E
Sidekick (Customer)
Ethan MSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Mobile mm_message_out table not populating

@Lee Pinchbeck  Comments in RedIf you set up a brand new user and install FSM on a new mobile device for them does it work? [RG] No, it does not work for brand new users with brand new initializations. (i created and initialized one just now. exact same behavior, initializes OK, but no updates, no mm_message_out) Are you able to track the extract for Task? This should be what fires the update to mm_message_out so if it is not being written to perhaps this is not seeing the updates to task as a trigger for the extract? [RG] ​​​​​​​Where/how would we track the extract?  we do know initialization works… and those 2 users do work on the same tasks that don’t work for others, so may not be the extract after all..  Does the database show scripts running to update mm_message_out? Then we can work out if the update never fires or if it is failing to write. ​​​​​​​[RG] Yes, we are seeing mm_message_out being updated. just not consistently.   How big is the mm_message_out table currently? ​​​

11
Lee Pinchbeck
Ultimate Hero
1 year ago
E
Sidekick (Customer)
Ethan MSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Mobile mm_message_out table not populating

One additional finding. there are 2 technicians that DO actually receive updates when tasks are updated/assigned.These 2 technicians appear to be set up the same as others. (I’m running through more analysis now) the “last sync dttm” is NULL for everyone… Except for these 2 technicians.   

11
Lee Pinchbeck
Ultimate Hero
1 year ago
E
Sidekick (Customer)
Ethan MSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Mobile mm_message_out table not populating

@Anjula Priyanath , @Lee Pinchbeck  answering on behalf of Ethan / Same org.  when we upgraded we wiped all person_mobile records and individually walked each tech through re-initialization.  (download new version, install, then re-initialize) Initialization is always successful.   All tasks, notes, etc. show up as intended. We have tried what you suggested multiple times, but mm_message_out remains empty. initialize new device confirm person_mobile is active assign new task update task values check mm_message_out (nothing..) sync mobile (nothing, of course)  we are noticing that Initialization requests and Password resets ARE making it to the mm_message_out table.change the password of a user in FSM check mm_message_out confirmed record with transaction_type PCHANGE  we are at a loss here..  for some reason INSERT and UPDATE events are not writing to mm_message_out, where they used to before.. Sincerely, -Rudy   

11
Lee Pinchbeck
Ultimate Hero
1 year ago
7
Sidekick (Partner)
7opRenauNSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM - How to find the column of a view un UI design

@7opRenauN,  can you share an updated screenshot of Metadata & Child Relation in UI? 

11
7
Sidekick (Partner)
2 years ago
7
Sidekick (Partner)
7opRenauNSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM - How to find the column of a view un UI design

Hi, A few things that may help you.in the custom metadata, empty the Policy data.  Policy Name and Policy Namespace. In the UI Designer, Child Relation Editor.  Reverse the table tables. parent should be task child should be ac_task_duration_view Sincerely,-Rudy

11
7
Sidekick (Partner)
2 years ago
R
Hero
RwjgoedhartHero
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 6 - Download multiple attachments efficiently

Kalpani, Saranga, I appreciate the advise and information provided by you both.  Unfortunately Client Reports does not solve the problem for our organization. I had considered the solution before (granted: I was thinking RDL vs. RDLC), but in reviewing this solution with our operational departments, it was clear that it does not meet our requirement.  I am truly looking for a “download All” or “Save All” option similar to how other applications provide that.    Worst case we’re open for a single ZIP file containing all attachments on the Request. I was hoping the “perform_get_attachments” perform was some type of hidden solution for this.  but I am not successful in trying to get this to work. I am open for Smart Client or Web Client solutions. (even if it just works in 1, not the other). Thank you.  -Rudy  

4
R
Hero
2 years ago
R
Hero
RwjgoedhartHero
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 6 - Download multiple attachments efficiently

Kalpani,Something we had considered as well. Unfortunately we do not use Client Reports today, we’re still tied to SSRS.   Something that may be a good solution for pictures, but another challenge is that certain attachments may not be able to be rendered into a report, such as PDF and DOCs. (unless my understanding of downloading attachments through RDLC is wrong here..)   @Rwjgoedhart You may try creating a client report to download attachments and include parameters task id /request id on it. Then add that report to named user’s role. Hope this may help.  

4
R
Hero
2 years ago
R
Hero
RwjgoedhartHero
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM6 - Mass Insert from XML Hierarchy Select

Adrian,Thank you.   That’s what I was worried about..    we currently use perform_exec_db_edit, and really hoped to switch to a cleaner solution. 

7
ksodhi
Do Gooder (Partner)
2 years ago
M
Sidekick (Customer)
MartinFSidekick (Customer)
asked in Service (Touch Apps, MWO, MRO)

Business Rule XML message parameters

in my experience, the expression in XML seems to be able to grab data that is defined in Joins in Metadata. we use this very successfully on various XML Rules today. What the exact function behind it is… no idea.  I don’t remember how/where I learned the trick, and unfortunately, the Documentation is of not much help. It has worked very well for us in the past though, both in Workflow scripting and Business rules, it seems to associate to the right records through the joins.-Rudy

6
M
Sidekick (Customer)
3 years ago
M
Sidekick (Customer)
MartinFSidekick (Customer)
asked in Service (Touch Apps, MWO, MRO)

Business Rule XML message parameters

With the existing parent join from task_attachment to task (metadata), I believe the expression would work too, and less strenuous than the hierarchy select.try this: <update_request_event>  <request_event>    <request_id>@expression[task.request_id]</request_id>    <event_type>ADD EVENT TYPE</event_type>    <insert_update />  </request_event></update_request_event> 

6
M
Sidekick (Customer)
3 years ago
R
Hero
RwjgoedhartHero
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 6 - Mapped Import with Descriptions vs. Code Values

Ben, Thank you!  that makes total sense, and will work the way I was looking for it to work! Sincerely,Rudy 

5
R
Hero
3 years ago
S
Do Gooder
saras360Do Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to configure FSM and SSRS reporting

Hi Saras,we use FSM to execute SSRS reports as well.   To make sure we’re talking about the right setup;Our employees use the “Reports” screen in FSM to select reports & Parameters, when they select “View Report” it opens in a web browser, on our SSRS ReportServer. The setup is as follow: App Param: “ENABLE_CLIENT_REPORTS” =  N (to open reports externally) App Param: “REPORT_SERVER_URI_SSRS” = the URL to Report Server Example: https://db.domain.com:443/ReportServer/Pages/ReportViewer.aspx?%2fReportFolder/ In “Report Admin” all reports are set to Source “SQL Server  Reporting Services” Hope that is sufficient.  Let me know if you have any follow up questions.Sincerely,-Rudy 

2
S
Do Gooder
3 years ago
K
Do Gooder
kaustavDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM- Integration

Hi Kaustav,   In your Outbound XML Integration Map, you have the option to add Processes with the execution point of “On Response”.   This allows you to capture any data received through Response messages.   -Rudy  

2
K
Do Gooder
4 years ago
J
Do Gooder (Partner)
jolsonDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Custom Report

Jolson,   to add to Jacqui’s information, which is of course accurate;    for reports generated through any report-building application that connects to the Database directly;  you can select any/all tables, including custom-built, and report out accordingly.    for FSM itself, including its ad-hoc reporting functionality:  Create the Custom table in the DB  Create the Custom Metadata in FSM for your Custom Table (incl. all columns)  this makes the table part of the FSM application, think: UI Designer, Business Rules, Mapping, Reports, Etc.  for ad-hoc reporting within FSM, you can add custom_tables to your existing (or new) categories. Sample below: IN FSM:    the Ad Hoc report screen:      Hope this helped.    -Rudy  

2
R
Hero
4 years ago
K
Do Gooder
kaustavDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM - Import/Export

Kaustav,   the Import MPM feature is quite amazing.  It practically executes the MPM’s available within/throughout the application, through Import/Export.   When we want to import into an MPM we first need to identify the required elements. We use the following Query; although I’m sure there are other ways select * from metrix_perform_param where perform_name = 'perform_stock_adjustment' In case of “perform_stock_adjustment” you will see the following:    To import; we basically build an Excel document to match the required (or desired) elements:    This document you then use to “Import MPM”   VERY useful when you want to, for example, mass-transfer, mass-update inventory, mass-post shipments or receipts, etc. etc.        If you need additional information, please do not hesitate to reach out.   Sincerely, -Rudy  

2
R
Hero
4 years ago
G
Do Gooder (Customer)
graeme86Do Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 5.6.3 Using Extension Table

Hi Graeme,   Using extension tables is pretty straight forward; luckily.    Create your table (DB) Add Metadata for your custom table. (see first picture) Add Metadata for your primary table to use your custom table as an extension (second picture below) Using UI Designed, you do not need to build a child relation, the system will pick up the metadata and add the fields on the Field List for your primary table. (Place in your case, Request in my example)      Hope this helps you.   Sincerely, -Rudy  

4
S
Do Gooder (Partner)
1 year ago
jbernardo
Hero (Partner)
jbernardoHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

[ FSM Mobile] Hiding line codes in time repotting

Jbernardo,   To my knowledge, there are 2 methods to accomplish this. Update the Sync Rule to only include the Line Codes you want to share out use a “Populate List from Query” Client Script (sample below)  we use the below script ourselves for the exact same purpose you mentioned. var lineCode = getControlValue("non_part_usage", "line_code");var textLines = "select description, line_code from line_code where line_code in ('SHOPTIME', 'TRAINING')";populateListFromQuery("non_part_usage", "line_code", textLines, false);if(getCurrentTransactionType() == "UPDATE") { setControlValue("non_part_usage", "line_code", lineCode);} Sincerely, -Rudy

2
jbernardo
Hero (Partner)
3 years ago
R
Do Gooder (Customer)
rcvsDo Gooder (Customer)
asked in Service (Touch Apps, MWO, MRO)

Conditional expressions in XML Business Rules

hi Rcvs, assuming FSM.. To accomplish that, the condition would be placed in the Input Parameters, not the XML itself. If we looked at the example below, i would add a Input parameter for:  PERSON.MOBILE_PHONE -- EQUAL --- <empty>  this would drive the XML to only execute when that part of the condition is met.     

1
R
Hero
4 years ago
E
Sidekick (Customer)
Ethan MSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

[FSM Mobile 5.6.3] Removing un-assigned tasks from mobile

JBernardo,   We actually were able to solve this by rewriting the baseline view that the sync rules use “task_assignment_view”. The baseline view looks at all tasks on the request, and all currently assigned technicians.    My updated view,  running off task_events, looks at all previously assigned technicians as well.   The only dependency is that you record all person_id entries and changes into task_event. Custom View Creation code: create view [custom_task_assignment_view] as select task_event.task_id,task_event.person_id_to as person_id,iif(task.person_id = task_event.person_id_to,'Y','N') as assigned_personfrom taskleft outer join task_event on task_event.task_id = task.task_id where task_event.person_id_to is not null group by task_event.task_id,task_event.person_id_to,task.person_id steps we took Create View in SQL DB Create Metadata for the view in FSM (Custom Metadata) Update Sync Rule Re-initialize the App for all users   this did initially cause errors for all active techni

5
A
Sidekick (Customer)
2 years ago

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