Replies posted by Thomas Widmoser

28 Replies

Color codes for calendar exceptions

Application: FSM The different color codes should be shown on the scheduling board, when viewing a calendar exception for a dedicated person. regards, Thomas

4 years ago

RamyaSidekick

asked in Service (Touch Apps, MWO, MRO)

Completed Task in Schedule Board

Hello,We are facing the same use case for our planners in FSM. They want to keep the completed tasks for a defined period of time on the schedule board before they “disappear” .We discussed / argued a lot regarding that as there are of course more possibilities to enter, check, see completed tasks as well via different sections in the tool (lobbies, request/task screen, service history etc., etc.).But still the approach is to see at least the latest completed tasks as well directly on the GANTT chart. Typically the planner plan based on previous scheduled and performed jobs and they retrieve a lot of information from the tasks on the schedule board. Combined with the very powerful task card hover screen, this info is very crucial and makes life a lot easier and less complex for upcoming scheduling topics. The preferred solution would be to have a setting available to define for how long the completed tasks should be shown (e.g. show all completed tasks of the last week, month, etc.)Ano

3 years ago

Thomas WidmoserSidekick (Customer)

asked in Service (Touch Apps, MWO, MRO)

Multiple products in one task

Hi @PROHARIHP ,thanks a lot for your input! We will try that out and inform here again about the result.regards,Thomas

2 years ago

AsterixSidekick

asked in Service (Touch Apps, MWO, MRO)

Search result export to excel or pdf

We are facing the same requirement now more often. We need to retrieve simple excel lists via overview screens (like request and tasks). The excel should display the columns / data defined in the UI designer. Is there a simple way to retrieve excel lists via screens directly? Of course we are aware of the import/export functionality but this only exports dedicated tables and not search results.

2 years ago

Thomas WidmoserSidekick (Customer)

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

Sort teams on FSM schedule board

Hi @Kalana Surendra ,yes but that only gives the opportunity to sort members within the teams not the teams themselves.Determines how team members are sorted on the Schedule Board. Values are 1 (sort by person ID), 2 (sort by first name), and 3 (sort by last name). The goal would be to have eg team B at the top and team A below team B on the schedule board.regards,Thomas

2 years ago

Thomas WidmoserSidekick (Customer)

asked in Service (Touch Apps, MWO, MRO)

Multiple products in one task

Hi @Kalpani Dissanayake ,thanks for the answer. Currently we initiated a configuration to make use of task_units to add more products to one task. As we understood, this functionality (making use of task_units) is the correct way and meant to support our use case.Will update Still would be interested to check the improvement you mentioned that willbe done by PD.regards,Thomas

2 years ago

Thomas WidmoserSidekick (Customer)

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

Sort teams on FSM schedule board

Hi @Nethmi Kularathne ,that’s a nice idea which we immediately tried to implement. Unfortunately, teams are still not ordered/grouped by team.uder_def1 after the setup has been done.Is this somewhere already successfully in place and we are simply only doing something wrong in the config or was this just a suggested possibility to test? regards,Thomas

2 years ago

PirtekKHDo Gooder (Customer)

asked in Service (Touch Apps, MWO, MRO)

Ad-Hoc Report Categories

When creating ad hoc reports, we understood that we need to consider parent child relationships when adding fields. E.g.: If we are using Request, Task and Place, the following tables are needed to create the adhoc report.The parent table will be REQUEST, and primary key will be Request_id. Hence Request_id from Request table should be added first.Next, the columns of TASK and PLACE tables, which are child tables of REQUEST table, need to be added. Note that each table should be mapped directly to the parent table with the primary key (request_id).Steps1. Add the Request_id field from REQUEST.2. Add the Task_id field from TASK.3. Preview. Data will populate4. Add more fields from TASK table.5. Add fields from place table (as place_id of PLACE table is mapped with place_id of REQUEST table)Via that guideline most columns / tables can be added without getting the error message but we are still facing some other issue that some columns are not filled with data - see the following conversa

2 years ago

Thomas WidmoserSidekick (Customer)

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

FSM ad hoc reports

Hi @Kalpani Dissanayake ,thanks for your response. Therefore we will wait for the final feedback by PD.regards,Thomas

2 years ago

Thomas WidmoserSidekick (Customer)

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

FSM ad hoc reports

Thanks! Therefore we will wait for the redesigning.regards,Thomas

2 years ago

Thomas WidmoserSidekick (Customer)

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

Projects | project request link vs. task request link

Hi @Lee Pinchbeck I would have thought that breaking the link between the tasks parent request and the project would also break the task and project link. Is this not the case? No, this is not the case. After removing request from project the table REQ_PROJ_LINK for that request_id is empty. But task.project_id is still filled. The result is that the task is still shown on the project but the request is not. Our idea was then to use ‘cascade delete’ in custom metadata of REQ_PROJ_LINK and PROJECT to immediately delete the task.project_id as soon as the REQ_PROJ_LINK entry is removed. Unfortunately without success as this immediately deletes the complete task as well directly in the request.Not sure if the right way would be a business rule to empty task.project_id?! If you were able to break the task link to project separately then you could end up with tasks not related to a project attached to a project linked request. That could then cause logic errors elsewhere in the system as it

2 years ago

Thomas WidmoserSidekick (Customer)

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

Projects | project request link vs. task request link

Hi @Lee Pinchbeck ,ok, we will go further by using a business rule. And I think we will try to initiate a baseline improvement as well to somehow automatically break the link between task and project as soon as the link between request and project is removed.regards,Thomas

2 years ago

Thomas WidmoserSidekick (Customer)

asked in Service (Touch Apps, MWO, MRO)

Person calendar exceptions & is available checkbox

Hi @Kalpani Dissanayake , thanks for the quick answer. Ok understood, which means the current status quo is baseline and as expected and can’t be changed via simple settings and therefore would require some certain specific configurations via XML business rule, right?regards,Thomas

2 years ago

Thomas WidmoserSidekick (Customer)

asked in Service (Touch Apps, MWO, MRO)

Real time sync rule not sending new data or after change

Hi,thanks for your answers, your help and sorry for being that uniformed - I need to ask the following:@AdrianEgley : I'm not sure what you exactly mean with 'extract rule'. Is it simply a business rule, which triggers an update of the C_WBS_task table when changing/adding data via task?@Isuranga Ediriweera : How to call the sync rule correctly? Via extract rule? regards,Thomas

2 years ago

Thomas WidmoserSidekick (Customer)

asked in Service (Touch Apps, MWO, MRO)

Real time sync rule not sending new data or after change

Hi @AdrianEgley , ok - extract rule is existing and ok, at least if I cross check with the information given in the reference guide.

2 years ago

nickzSuperhero (Employee)

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

FSM Web Client search screens show a default of 10 records

I logged in opened the Request screen changed the default from 10 to 50 used the ‘screen setting’ option from the [?] option at the top of the screen hit save both messages appear. I’ve logged out, now I’m logging back in and try to access the request screen (web client again) I get this error: (I can’t even access the request any more :-( ). FRom my smart client if I clear the Request screen settings, it makes no difference to my web client….it still errors in the same way. Dear all,we have the same issue now for our configured screen. Is there already a standard approach / a suggested solution to sort that out?regards,Thomas

2 years ago

AsterixSidekick

asked in Service (Touch Apps, MWO, MRO)

Search result export to excel or pdf

Hi @Mike The FSM TechnoGeek,unfortunately I don’t have access to to the link. Would you be so kind to post the answer over here?regards,Thomas

2 years ago

AsterixSidekick

asked in Service (Touch Apps, MWO, MRO)

Search result export to excel or pdf

Hi @Mike The FSM TechnoGeek ,thanks again. Should this work without anything else or is a client script required?regards,Thomas

2 years ago

Thomas WidmoserSidekick (Customer)

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

Report set print button not working in webclient?

Hi @schuster ,we are now using 6u13.regards,Thomas

2 years ago

Thomas WidmoserSidekick (Customer)

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

List entries in notification messages

Hi @StephanS ,thanks for the quick answer! But it is not about sending to multiple mail addresses, it is about including the names of multiple people / resources into the message text of the notification message. But the answer given in sounds like that this should be working as well. The example is relating to products but as written as well, this should be possible for other tables as well.We will try to use a different PARENT TAB NAME and see if it is working then

2 years ago

Thomas WidmoserSidekick (Customer)

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

List entries in notification messages

Hi @StephanS ,we did some tests but I assume that inserting multiple entries from the same table (1:n, in our case resource names linked to one task) into the body of the mail notification is not possible.regards,Thomas

2 years ago

Thomas WidmoserSidekick (Customer)

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

FSM | Project Milestones on Scheduleboard

Hi @Lee Pinchbeck ,Thanks for your quick answer!

2 years ago

Thomas WidmoserSidekick (Customer)

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

CLIENT LOGIN | Block login to Smart Client & information pop up

Hi,Thanks for your answers!@Kalpani Dissanayake: unfortunately the app param BLOCK_REPAT_LOGIN doesn’t really help in our scenario. First, users still could login to Smart Client and only use this application. Second, we as admins very often need both applications in parallel as some modules are only available in Smart Client (e.g. UI designer). @roklde: ok, then we know at least that from a technical perspective we can’t block only one access. We will go further with the approach to inform via a specific screen and/or a client script to show that screen.Of course, if anyone else has additional ideas, always happy to hear!regards,Thomas

2 years ago

Thomas WidmoserSidekick (Customer)

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

Alert | parallel tasks

Hi @Charana Udugama,thanks for your answer! But I was referring to an alert on the smart / web client. Meaning as soon as a Back office user / planner schedules a task, he / she should get a pop up with the information that a another task is already scheduled for that time period.I was thinking of solving that via a custom view or a client script but first wanted to check if there is any baseline functionality which simply be activated (as the app param).regards,Thomas

2 years ago

Thomas WidmoserSidekick (Customer)

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

Smart Client installation for CITRIX profile

Hi @roklde Roman,Thanks for your hint! This sounds like the right approach. But currently now we focus on migrating to Web Client, which makes the installation topics then (hopefully) soon obsolete. regards,Thomas

1 year ago

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Replies posted by Thomas Widmoser

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