Topics started by GDFMNICHOLS

8 Topics

G
Do Gooder (Customer)
GDFMNICHOLSDo Gooder (Customer)
posted in Support & Services FAQs and Help

IFS Community Search Engine Functionality

I have had a real hard time trying to search for topics on the community page. When I enter in keywords, it brings up all sorts of topics. It will bring up any topic with any of the keywords in the search and if I narrow down to just a few keywords, there are normally a few hundred topics.My suggestion would be to make the search engine more functional to bring back better results. Even when I go to create a ticket, all results that come back have nothing to do with my issue.I understand that the efficiency of a search engine has a lot to do with the user inputting a search, but I try to search all sorts of things and very rarely find an answer on the topic at hand. I feel like I know how to use a search engine well.

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G
Do Gooder (Customer)
2 months ago
G
Do Gooder (Customer)
GDFMNICHOLSDo Gooder (Customer)
asked in Finance (Financials)

Billing Fee Questions

We have a third party customer (global_name) that has requested that we send all invoices to their processing firm and take out a 3% fee off of every invoice (including taxes). I am struggling to come up with a solution and have a few questions regarding this situation and billing.1. I know there are a lot of complex settings we have not used yet regarding billing with fees and adjustments. I was looking into Billing Configurable Financials. We don't have one set up, but was wondering if I could utilize this functionality for what I am trying to accomplish or something like this?2. I am not seeing a method to calculate a fee in a way that includes taxes. We use a Vertex API Integration to make a call and stick it onto special charges. Is there a way to calculate a fee that would include special charges, really just a way to calculate a fee based on the invoice total plus taxes?3. Is there a way to put a fee against a total invoice, instead of on each individual line?4. Is there a way t

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G
Do Gooder (Customer)
2 months ago
G
Do Gooder (Customer)
GDFMNICHOLSDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How To View Record Count On Screen Tab

Hello,I created a custom screen with 5 tabs all coming from custom tables linked to the main custom table for this screen. All of the tabs below reflect that. The issue is that all the tabs will show a record count above the tab except the ‘Accessories’ tab. The ‘Location Information’ tab just has informational fields in it and not records.I have matched up all custom metadata fields to mirror the attachment tab as well as the primary key field. I have looked through the UI designer properties of both the tab and the primary key field to make sure they match. I have made sure the datatypes match up between parent and child tables.Does anyone have any further ideas I can try to get that number to show above the ‘Accessories’ tab?

1
G
Do Gooder (Customer)
1 year ago
G
Do Gooder (Customer)
GDFMNICHOLSDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

M5 Service (FSM Utilities Tool) WCF REST vs WCF

I am looking for a way to send an XML perform batch through Postman to the M5 service rather than using the FSM Utilities tool (since Postman has some extra features that are really helpful for troubleshooting and testing). Has anyone found a way to use Postman to successfully post messages?I see that the utility tool uses WCF or REST, but after doing some research I found that WCF REST is different than the former two and may potentially allow HTTP GET and POST functions to work with the XML perform batch via enabling WebHttpBinding class.Has anyone used Postman to send an XML perform batch to the M5 service or something similar?

1
Lee Pinchbeck
Ultimate Hero
1 year ago
G
Do Gooder (Customer)
GDFMNICHOLSDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Package Deployment Questions

We have a couple of questions regarding package deployments of certain types of elements:How to deploy notification messages, distribution lists, and substitutions? Why cant we deploy notification messages, distribution lists, and substitutions? Global Codes - pulling in one status versus the entire global code table?

5
E
Hero (Employee)
1 year ago
G
Do Gooder (Customer)
GDFMNICHOLSDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Process for Guarding Against Pre-PRD Automated Communication

Our current process of doing production database refreshes is to turn off the appropriate business rules that involve sending out emails or texts to users in the field. Then, set the phone number and email address fields to NULL via a SQL update.We want to keep all business rules active and contact information intact, but would like to have something that does not send out communications when testing the business rules in our pre-production environments if we need to fix or change them.Does anyone have any ideas on to make this process easier and reduce the time to refresh production data into pre-production environments?

5
Jon Reid
Hero (Employee)
1 year ago
G
Do Gooder (Customer)
GDFMNICHOLSDo Gooder (Customer)
asked in Document Management (DocMan)

Notification Business Rule Firing Correctly, But Not Sending Email

I created an email notify business rule to send out a document when a status reaches a certain point. This is a custom field. I have connected the distribution list to the notification message for the wild cards and substitutions. This rule is now in production and working great.I am now trying to mirror this business and change the values of the variables for a different scenario. I have matched all those elements up to be the same, adding one extra substitute to the the distribution list. I turned on the business rule watch and all the parts of the business rule are firing as TRUE - which means the business rule should fire and do what it’s set up to do. In this case it is to send an email with an attachment to the people in the distribution list.Why would one BR work and not the other, even with the BR firing successfully?

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G
Do Gooder (Customer)
1 year ago
G
Do Gooder (Customer)
GDFMNICHOLSDo Gooder (Customer)
asked in Data Migration

How to remove double quotes from a CSV integration when opened with notepad++

I am trying to do a CSV integration export in which when opened in Notepad ++, it doesn’t have leading quotes (“). I am trying to send this file every week to a customer via EDI for billing and the testing keeps failing because of this.Attached is the integration I am testing and the file with the issue.

1
G
Do Gooder (Customer)
1 year ago

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