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

This will include questions related to FSM and PSO.

  • 2,583 Topics
  • 6,802 Replies

2583 Topics

C
Sidekick (Customer)
cgkougkoulSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 7: is it going to be an on premise version after FSM 6. If not how the customizations (C# code level) from FSM 6 will be transferred in IFS Cloud?

As we are designing the implementation on FSM 6/PSO 6 and a lot of customizations are already identified by now and we need to know that they can be transferred and applied on whichever is the next supported version for field service management without the need to be re-written to different languages. Since we plan to be live on 2023 we need to design the functionalities in a future proof way for the next 10 years.

3
C
Sidekick (Customer)
2 years ago
B
Sidekick (Customer)
BORDERSB
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

MWO Sync Failing

I’m hoping someone might have some experience that could get us to the next step in troubleshooting as we are at a bit of a standstill.Does anyone know how many customers are on Aurena Native, MWO?Issue: When I run the MWO Service 10 app, I am continuously getting a time-out error during sync at the point where it is “Waiting for Server”. Details:We are in the middle of our upgrade going from Apps8 to Apps10. Everything is IFS, not FSM, so IFS MWO only.TAS is installedWe intend to use Aurena Native, not RTMAll necessary System Parameter setup was done between our database architect and IFS’s TAS specialistThe setup for the user for my test case was verified by IFS SME as being correct (for both user setup and mobile user setup)Our url is internal only at this time and I am accessing it internallyThere are no errors in the logs.In the Mobile User Log, the last action is consistently “Initialize data Waiting for Grouped Push”. It is Type-Info, not Type-Error or Warning.I did a thorough t

5
B
Sidekick (Customer)
3 years ago
C
Do Gooder
chandankDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO : Unable to cast object of type 'System.DBNull' to type 'System.Int32'

Hi, We are observing the below error while restarting “PSO : Input Manager” service.It keeps erroring with the below message, can you please assist with the same. “Unable to cast object of type 'System.DBNull' to type 'System.Int32'. at ThreeSixty.Schema.DsModelling.RAM_UpdateRow.get_organisation_id() at ThreeSixty.BOL.ArchiveDataHandler.InsertAuditData(IDbCommand command, DataSet auditData, Nullable`1 nExternalDatabaseId, Int32 nInternalId, Int32 nPlanId, String strAuditDescription, Boolean updateSuccessful, EResult result) at ThreeSixty.BOL.ArchiveDataHandler.<>c__DisplayClass45_0.<InsertAuditData>b__0(IDbCommand cmd) at ThreeSixty.DAL.DbInternalBase.Command(Func`2 func, Action onRetry, Boolean withRetry)”

9
CalvinAM
Do Gooder (Partner)
2 years ago
S
Do Gooder (Employee)
sybausDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

iOS: Objective-C - having trouble previewing attachment files (QLPreviewController, UIDocumentInteractionController, and UIWebView.)

I am trying to preview an attachment (word, doc, or pdf) in a view controller. When a place attachment is selected, PlaceAttachment_ViewController should be called and display/preview the selected place attachment. This is working on iPhone 11 and 13 but not iPhone 7 or 8, running iOS 15.5. I have tried using the following approaches to preview an attachment file: QLPreviewController, UIDocumentInteractionController, and UIWebView. Here is sample code that I used for each of those: QLPreviewController: QLPreviewController* ql = [QLPreviewController new];ql.dataSource = self;ql.delegate = self;                // [self.navigationController pushViewController:ql animated:TRUE];ql.currentPreviewItemIndex = 0; [self presentViewController:ql animated:NO completion:nil]; - (BOOL)previewController:(QLPreviewController *)controller shouldOpenURL:(NSURL *)url forPreviewItem:(id <QLPreviewItem>)item {   return YES;} - (NSInteger) numberOfPreviewItemsInPreviewController: (QLPreviewController

0
S
Do Gooder (Employee)
2 years ago
Alexander Heinze
Superhero (Employee)
Alexander HeinzeSuperhero (Employee)
posted in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

IFS Cloud - Scheduling demystified (23R1)

Following the positive feedback for "Scheduling demystified (22R2)" I have updated the document for the latest IFS Cloud release. 40% more pages, all new features plus some troubleshooting help.  Again, this is NOT an official IFS document, however it was created in collaboration with R&D and there is work going on to release something similar with the product itself. Hence my ask - if you have corrections, feedback, ideas - please do share so we can incorporate them.

8
Alexander Heinze
Superhero (Employee)
4 months ago
G
Do Gooder (Customer)
graeme86Do Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM XML Busines Rule

I am trying to create XML business rule that exececutes on the Creation of a request the business rule is expected to insert a a new line in a custom table for the most part it is working. but in one of the fields it need to combine the Place id with some text and im not sure how i would go about doing that the line question is the charge_code i would like it to insert S-22222-M where 22222 is the place id.   I tried the below but it populates exactly what is seen below if i put spaces around the @place_id it does populate the field with the 22222 but it also has a space on either side of the place_id. Any help would be appriated    Thanks <perform_batch> <sequential_dependent> <update_rid_settlement regex_validated="true"> <rid_settlement> <insert is_initialized="false" /> <charge_group>STANDARD</charge_group> <cost_split>ALL</cost_split> <charge_code>S-@place_id-M</charge_code> <request_id>@request_id</request

6
Mike The FSM TechnoGeek
Superhero (Employee)
4 years ago
M
Sidekick (Partner)
MirajSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to make an outbound rest call from FSM after retrieving the token

I am trying to make an outbound post request from FSM to an external api using OAuth2.There is an endpoint to call in order to retrieve the token, and then we can use the token to make calls on other resources.I tinkered around this with Postman where I can get this to work with two calls (one for the token and then the resource).Once I have a token(via postman) I can use that token and make the resource related calls from FSM as well. But How do I setup FSM so that I can get the token and call the resource in one go?I attempted using a process to retrieve a token before the call, but to no avail. Any help would be greatly appreciated

4
F
Sidekick (Partner)
2 years ago
A
Do Gooder
AntonioFinnDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Mobile SMS Notification Response?

We are sending notification message to the technician through mobility solution in FSM 6 Can we get any response from the technician that the notification message have been sent successfully to the technician? Means can we(smart client) get response from that gateway which is responsible for sending the  message to the technician?

3
R
Do Gooder (Customer)
2 years ago
wickrambug
Do Gooder (Former Employee)
wickrambugDo Gooder (Former Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

IFS Field Service Management (FSM) Smart Client cache management

Hi, Can anyone please enlighten me with the difference among the below [b]Cache Refreshing[/b] methodologies used in IFS FSM? [list] [*]Refresh Cache [*]Refresh Integration Cache [*]Refresh Cache (Full) [/list]As well as, if we do a Refresh Cache (Full) will it refresh all the active smart client's cache or just the smart client which triggers the function?

3
S
Sidekick
4 years ago
I
Do Gooder (Customer)
ipsen413Do Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM business rule expression question

I’m trying to write an expression in a business rule that checks the currently logged in user (User_log_in.person_id) against a team table.  However, the team table is not a “related table” to the one used in the rule.  Can an expression reference a table that the business rule/process is not related to?    

5
Mike The FSM TechnoGeek
Superhero (Employee)
4 years ago
Alexander Heinze
Superhero (Employee)
Alexander HeinzeSuperhero (Employee)
posted in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

IFS Cloud - Scheduling demystified (23R2)

This is the 3rd release of Scheduling Demystified, which now includes everything that was added in 23R2.183 pages cover:Work Order Management vs. Request Management Scheduling Dataset Modelling data Scheduling Optimization Dataset User setup for the PSO Workbench Communication between MWO, Dispatch Console and PSO Shift templates Scheduling resources Crews Resource requirements Resource analysis MRA - Misc. resource allocations Skill Management Availability Patterns Scheduling activities Availability Patterns Appointment Booking Dispatch Console SLA Management Skills TroubleshootingDon’t forget to check out the rest of the Demystified Trilogy, IFS Cloud - NGSM demystified (23R2) and IFS Cloud - MWO Service demystified (23R2).

4
Alexander Heinze
Superhero (Employee)
3 days ago
Subash Perera
Hero (Employee)
Subash PereraHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Mobile Android 13 compatibility

I have referred the documentation of the latest released FSM version (FSM6U20), and this version only officially supports "Android 7 through Android 12. Our customer would like to know in which upgrade we will be providing official support for android 13. Could you please kindly let us know in which upgrade we will be providing official support for android 13? 

6
A
Do Gooder (Customer)
1 year ago
PinmayaK
Sidekick (Partner)
PinmayaKSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM-Notifications

Can anyone please tell me how to use substitution map while creating  Notification in FSM. A sample document/data will be very helpful.  

2
PinmayaK
Sidekick (Partner)
4 years ago
H
Hero (Employee)
Hasara DinuHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

ODATA REST API - Attachment in Binary

Hi Experts, This issue was already raised in the below community post but there is no proper response received.Creating an attachment in FSM using a secured url response | IFS Community There is a requirement from customer side to send attachment as binary format.(They are using ODATA REST API)Send attachment in binary format Receive attachment/convert it to file Save it in FSM serverAs per the ODATA REST API document, we can use binary in the attachment I have tried below request in Postman with the Binary data for the attachment. This created a new attachment record but there is no actual file attached to that. Is this functionality supported by ODATA REST API? How to achieve this requirement? Thanks and regards,Hasara

2
Saranga Amaraweera
Superhero
2 years ago
T
Sidekick (Partner)
TatRajatMSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to populate some selected global code values in a drop down fields in web client

Dear All, I need to populate some specific selected global code values in a drop down fields in web client.  Lets say in Global code I have code values likeCode_Value1,Code_Value2,Code_Value3,Code_Value4 Some time I need to display  Code_Value1, Code_Value2  and some time Code_Value2, Code_Value3,Code_Value4.  Can anybody help me on this to achieve the same. In Mobile there is a populatelistQuery  function . Same Functionality we need to achieve in Web client.  Thanks & RegardsRajat

6
JuniSihombing
Hero (Customer)
1 year ago
T
Do Gooder (Partner)
tatRojalDDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

SMS notification on customer mobile number-FSM 6

Hi, I want to send the customer a notification on his mobile number after successful creation of a request. Mobile number is a field in the page. We are using FSM 6.How can I achieve this? 

4
Lee Pinchbeck
Ultimate Hero
3 years ago
M
Do Gooder
manikandanDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to Add Url inside an XML tag

i am trying to create a tag <Send xmlns="http://tempuri.org/"> using XML outbound message in IFS FSM. Can anyone help me on how to configure this url using xml maps. Below is the expected output.<?xml version="1.0" encoding="utf-8"?><soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/" >    <soap:Body>        <Send xmlns="http://tempuri.org/">            <userid>xxxxx</userid>            <password>xxxx</password>            <SourceAddress>xx</SourceAddress>            <DestinationAddress>xxxxx</DestinationAddress>            <ShortMessage>xxxxx</ShortMessage>            <FlashSMS>xxx</FlashSMS>            <Smsc>xxxxx</Smsc>        </Send>    </soap:Body></soap:Envelope>

2
M
Do Gooder
3 years ago
JuniSihombing
Hero (Customer)
JuniSihombingHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Error: Http failure response for api/fsm/hierarchySelect:0 Unknown Error

A user gets randomly this message: Error: Http failure response for api/fsm/hierarchySelect:0 Unknown Error.The message can appears when changing task status (to “Reviewed”),  click hyperlink from Task result list to go a task, adding a note on a task, etc. Do you know what cause the issue?

2
Lee Pinchbeck
Ultimate Hero
1 year ago
Dhanushki Pahathkumbure
Hero (Employee)
Dhanushki PahathkumbureHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Additional resource function in FSM tasks dispatch

When having an additional resource for a task (task screen > resource tab) how does that alerts the technician he has been added as an additional resource not a main responsible ? Since as it seems currently the task gets displayed to their devices in the to do list and not able to distinguish among main jobs and additional jobs? Also is there a way we could freeze the job for the additional resource until authorized to work on it?.

1
Dhanushki Pahathkumbure
Hero (Employee)
4 years ago
R
Do Gooder (Partner)
RamyaRDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Client Script-passing value to different table

Hi,I have a requirement for passing data from one table to another table by clicking on button. Example: In service table there are multiple row records where user_def1 is equal to 1. Once I create request I need to pass that request id to service table where user_def1 is equal to 1.I am not able to use setDBvalue since this requirement is for web client.Please suggest feasible way to do this requirement. Regards,Ramya 

5
Atheeq Maharoof
Superhero (Employee)
2 years ago
Alexander Heinze
Superhero (Employee)
Alexander HeinzeSuperhero (Employee)
posted in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

IFS Cloud - Next-Generation Service Management demystified (23R2)

This is the 2nd release of NGSM Demystified, which now includes everything that was added in 23R2.165 pages cover:Introduction to Next-Generation Service Management (NGSM) Request management Request Contracts Warranties Service organizations, user groups, and resources SLA Management Activity Types Scheduling Activity Types Service catalog and standard tasks Recurring Services Location data Availability Patterns Skills Miscellaneous Resource Allocations Brands, Object Families, and Models Service Object Structured Failure Management Service Notes Event Management Task BundlingDon’t forget to check out the rest of the Demystified Trilogy, IFS Cloud - Scheduling demystified (23R2) and IFS Cloud - MWO Service demystified (23R2).

5
Alexander Heinze
Superhero (Employee)
3 days ago
M
Sidekick (Customer)
MartinFSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Substitution Variables

Started anbother thread as the previous one was marked as solved. We have an issue whereby sometimes substitution variables work, and sometimes not.  The patterns and findings are as follows: We have a notification setup to fire upon project.approval_status being updated. The fields that do not reliably work in the resulting notification messages are:project.user_def1 project.user_def2 project.created_byHere are my the findings from testingIf you change the Approval Status on the Project by directly changing the field on the Project screen.  The Notification goes out correctly with all values.However, In our application, the Project Approval status is typlically changed via a business rule triggered from TASK.  The XML for this rule output looks like this<update_project><project><project_id>@project_id</project_id><proj_status>OPEN</proj_status><approval_status>SUBMITTED</approval_status><update /></project></update_project

10
M
Sidekick (Customer)
2 years ago
PinmayaK
Sidekick (Partner)
PinmayaKSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM-Web Client Portal Access

While accessing the FSM Web Client Portal from IIS server.It is  throwing 500.19 Internal Server error. How to solve this error. Remember that its an on premise installed web client portals. I believe i need to do some configuration in the web config file.Can someone tell me what i need to do?    

6
Phil Lamerton
Superhero (Employee)
3 years ago
Hushan Hasarel
Hero (Employee)
Hushan HasarelHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

"The application called an interface that was marshalled for a different thread" Error

Hi,Some transactions are not syncing and changes not being saved on FSM Mobile version 5.7, showing this error |ERROR|GenerateNewTaskReceivedMessage|98|EXCEPTION: The application called an interface that was marshalled for a different thread. (Exception from HRESULT: 0x8001010E ((RPC_E_WRONG_THREAD)) Does anyone know the root cause of this error ? Thanks in advance for any help you are able to provide. 

5
S
Hero (Partner)
3 years ago
Ann Degroat
Hero (Employee)
Ann DegroatHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Export to Excel

When running the "Part Usage By Person" and not setting any parameters in the selection screen using the export to excel. it runs for a bit and creates an excel file with this in the cell'<'perform_get_report_pdf_result'>'message_logged'<'/perform_get_report_pdf_result'>' Why would you get this error when you are exporting to excel and not to a .pdf?

1
Ruchira Jayasinghe
Hero (Employee)
2 years ago

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