Replies posted by Sven Paul

19 Replies

How to create a user with unlimited password expiry?

Hi @TatKhandM you can use as Password Expire date the year 9999.This should work and has been used very often in the past for this purpose Best regards,Sven

3 years ago

ZRZJOLIVEIRADo Gooder (Partner)

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

FSM WebClient - Is it possible to control the visibility of a field based on the tab shown?

@ZRZJOLIVEIRA In the case the view ID is missing, you need to create a new one in the UI designer. Please note, this is not related to the name to register. Best regards,Sven

3 years ago

ZRZJOLIVEIRADo Gooder (Partner)

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

FSM WebClient - Is it possible to control the visibility of a field based on the tab shown?

Hi @ZRZJOLIVEIRA This is script to hide the Contact tab on a screen.You can use this as basis to understand the logic and adjust it with your parameter.var screenName=getCurrentScreenName();var viewID='';if(screenName=='OPPORTUNITY') viewID='oppty_contact';else if(screenName=='PLACE' || screenName=='REPAIRPORTALPLACE' || screenName=='TECHPORTALPLACE') viewID='place_contact';else if(screenName=='PRODUCT' || screenName=='DEALERPORTALPRODUCT' || screenName=='REPAIRPORTALPRODUCT' || screenName=='TECHPORTALPRODUCT') viewID='product_contact';else if(screenName=='QUOTE' || screenName=='WFDEMOPPTYQUOTE' || screenName=='WFDEMOQUOTECONTRACT' || screenName=='WFDEMOQUOTENONPART' || screenName=='WFDEMOQUOTEPART' || screenName=='WFQUOTE' || screenName=='WFQUOTECONTRACT' || screenName=='WFQUOTENONPART' || screenName=='WFQUOTENONPARTREQUEST' || screenName=='WFQUOTENONPARTRMA' || screenName=='WFQUOTEPART' || screenName=='WFQUOTEPARTREQUEST' || screenName=='W

3 years ago

JenniferKablan

asked in Service (Touch Apps, MWO, MRO)

athobieSidekick (Partner)

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

To restric Data acces for Request

@athobie What pops also up in my mind. You can use the physical service groups to limit the access. So a combination of Service Groups and Access Groups might be usefull for your requirement.

3 years ago

athobieSidekick (Partner)

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

To restric Data acces for Request

Hi @athobie ,yes, other customers has the requirement as well.They are different ways of solving this.The easiest way would be to create access groups for every line on your picture.Then create roles for every Access Group and connect the required roles to the person. By this way you can create a hierarchy for the permissions / data access. In addition to this you need to use the business rule 67 to connect the access group from the place or person with the request and business rule 70 for the task.Btw.This logice can also be used for the usageof different business rules / values for different teams / regions.Best regards,Sven

3 years ago

AdrianEgleyHero (Customer)

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

FSM 5.7 - Assign Workflow to a Button

Hi @AdrianEgley , yes, it is possible, but not automatically.You need to tell the workflow which information should be used in the next field and what the source of this data is.The easiest way to understand how the workflow works is to look into the existing standard ones.Here is one example to understand the logic with the code tables.Best regards,Sven

3 years ago

AdrianEgleyHero (Customer)

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

FSM 5.7 - Assign Workflow to a Button

Hi @AdrianEgley one additoinal important information which pops up in my mind.You also need to add the varaibles of your workflow as input parameter into the the workflow editor. Otherwise the screen will not catch them up as expected.Best regards,Sven

3 years ago

AdrianEgleyHero (Customer)

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

FSM 5.7 - Assign Workflow to a Button

Hi @AdrianEgley please don’t forget to sync the screen fields with the variables of the workflow.The variables / STEP ID in the workflow needs to be in small letters if the data needs to collect from an screen (e.g. Request).Otherwise your workflow will not work via the button in the screen. Best regards,Sven

3 years ago

UmarDo Gooder (Customer)

asked in Service (Touch Apps, MWO, MRO)

Mobile WO - alternative method for customer signature

Hi @Umar , so far as i know , FormsPro works with every version .The demo will maybe not show what you are looking for and takes a little bit more time.I will contact my FormsPro contact and will ask if i can forward the mail address to you.Best regards,Sven

3 years ago

Ruchira JayasingheHero (Employee)

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

Data could not be updated to "Null" by CSV Inbound of FSM Connect

Hi @Ruchira Jayasinghe ,this looks to me like a constrain in the integration. If you cannot find the particular contrain, you can also create a update business rule which will put the value “NULL” into the field if it’s coming via a inbound message. Best regards,Sven

3 years ago

UmarDo Gooder (Customer)

asked in Service (Touch Apps, MWO, MRO)

Mobile WO - alternative method for customer signature

Hi @Umar ,you need to use a partner tool called FormsPro from Omnibyte. This tool is completely embedded in IFS Apps / FSM and creates a QR code which can be scanned on the mobile device and will be send to the customer. They can do the signature on his device . The signature will be send back and automatically connect with the form.Please consider, you need to use the form from FormsPro and therefore you need to redesign your mobile solution.Let me know if you need a contact from FormsPro Best regards,Sven

3 years ago

JMouraDo Gooder (Partner)

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

UI Designer - Lookup Display Description

Hi @JMoura ,this could be related to the FSM Metadata. Because it says the outcomeof the lookup is a Code Value. Try to create an custom metadata for request and add description to the lookup definition below.Best regards,Sven

3 years ago

RwjgoedhartHero

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

FSM6 - Mass Insert from XML Hierarchy Select

Hi @Rwjgoedhart , another option could be a combination of update and insert.Use an user_def YOR field on the person. If a new place has been created, the hierarchial select will identify the person which needs to be updated.Then create an insert for every person which has been updated. This can also be done over night via a scheduled process.To make it very clear, you can create another update at the end based on the hierarchial select to clear the YOR field.I did this very often due the mass insert limitation.Hope this helps.Best regards,Sven

2 years ago

MartinFSidekick (Customer)

asked in Service (Touch Apps, MWO, MRO)

Customer Portal FSM6 u8 Notes

Hi @MartinF , in the UI designer you need to select the fields which shouldn’t be changeble . Then go to the left into propoerties. Then change the value in the properties “Read Only” to EDIT.Based on this, you can only create a new text , but you cannot change the text.Hope this helps.Best regards,Sven

3 years ago

RamyaSidekick

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

Adding user_def fields

Hi Ramya, the mobile client can only work with fields from the basic table.You have two options to reflect the new required field on the mobile clientYou need to rearrange the existing fields example: you have used an user def field for an special sales number which should be visible on the web client but not necessarily on the mobile client. Then you need to use the user def field from the extension table for this number and so on You can create a custom table and create a parent relationship table with the request table. Any fields of the custom table can be reflect on the mobile client. But in this case the key field need to be custom key field like an internal automated idThis is by the way the same for an new custom status which should be visible on the mobile device. This will be only visible on the mobile client if the task has been already sent to the mobile client. But not if this is the first assignment to the mobile client.Hope this helps Ramya :-)Best regards,Sven

3 years ago

RamyaSidekick

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

Adding user_def fields

Hi Ramya, if the amount of the existing user def fields are not enough, you need to create an extension table.Example for Request:Create new Custom Metadata C_Extension_Request1.After that ,you need to create the relationship. One remark, fields of an extension table will not be displayed on the mobile client. Therefore you might need to change the baisc user def field information with some of the extension table.Best regards,Sven

3 years ago

Replies posted by Sven Paul

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