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

StejonatLDo Gooder (Customer)

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

Skills Validation Business Rule for Assigning of Technician

Hi Team, This is regarding creation of a business rule. The action that I am looking for is as follows; Person One has Skill A, B and C. Place has Skill A and B.Person Two has Skill C.If I assign Person One to Place One, I am not stopped.If I assign Person Two, I will get stopped by a validation Business Rule.I am having difficulty using validation BR as it does not seem to process that A + B. It seems to process the rule as A or B. Am I able to use validation BR for the above? or Must I use XML BR?If I need to use XML BR, is there any sample XML code that I can be provided with?

11 months ago

AsterixSidekick

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

FSM & PSO integration issue

Hi All, We are getting the following error while initializing the dataset from FSM to PSO.There was no endpoint listening at https://<<mypsoserver>>:8744/IFS/Scheduling/Gateway/Service/Session that could accept the message. This is often caused by an incorrect address or SOAP action. See InnerException, if present, for more details. Please advise, what could be missing in configuration?GATEWAY scheduling app param has already been configured.

9 months ago

gannersDo Gooder (Customer)

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

Is there any way to manage the FSM Mobile menu which is displayed on the left hand side of the screen when the device (a tablet in this case) is in landscape mode? We’d like to manage contents or disable entirely if that isn’t possible.We thought this was governed by the Debrief Menu but it appears not!Thanks

2 months ago

anushakhSidekick (Customer)

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

IFS baseline upgrades to customer solution environment

Hi All,How we can get the IFS release updates/service upgrades from IFS baseline environment to customer solution?

1 year ago

AnupamaHNSidekick (Partner)

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

FSM Alias tables for FSM tables

Hi FSM experts, I’m facing an issue where I cannot update a record using an alias table. I’m using PERSON2 FSM alias table and when I try to update the mobile number field it is not saving the value, neither it gives any error messages. Appriciate any help Kind regards,Anupama Nagahawatta

4 months ago

Narsing RaoDo Gooder (Partner)

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

Unable to Initialize Mobile App

Hello Community, While initializing Mobile we are facing the below exception.EXCEPTION Message: SQL logic error duplicate column name: request_id ... Stack Trace: at Metrix.BusinessServer.BusinessPolicies.SharedTablesComponent.MobileManager.GenerateSQLiteMobileSchema(SQLiteConnection theSQLiteDB, StringBuilder& theDelayedSchemaStringBuilder, Dictionary`2 theSyncRuleTableColumnsDictionary) at Metrix.BusinessServer.BusinessPolicies.SharedTablesComponent.MobileManager.CreateMobileDatabase(String personIdIn, String deviceSequenceIn, String messageIn) What went wrong here?either Sync Rules or Metadata..

6 months ago

JuniSihombingHero (Customer)

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

FSM WebClient: How to delete note created by other user

Hi,in FSM Webclient it’s only possible to delete a note which was created by the login user.How can a note be deleted by another user?Is there any setup defining it?

1 year ago

JuniSihombingHero (Customer)

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

QRCode in FSM Client Report

Hi Community, has anyone already developed client report showing QR code? Could you share the tips and tricks developing it? Thanks in advance for your feedback. Cheers,~Juni

6 months ago

JuniSihombingHero (Customer)

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

Cannot Edit Ad-Hoc Report

Hi IFS Community, we have several ad-hoc reports built for us. When I check to the report wizard, some reports can be edited.(“Edit” window will be activated when the “Edit” link is clicked).Some reports cannot be edited. Although the “Edit” link is active, but it doesn’t do anything when it is clicked. Is there any setup in the design time that can prevent the editing? Version: FSM6U13. Thanks in advance for your response. Best regards,~Juni

2 years ago

tobias.duraiSidekick (Customer)

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

Error installing PSO 6.11.0.5 (Kubernetes)

Hi!We get the following error when installing PSO 6.11.0.5 via cli using the Kubernetes option.Command:Linux Setup/installer -cli -yaml -s "values.yaml" Excerpt from config file values.yaml:deployments: # Global deployment options global: # Auto-scaling of deployments autoScaling: enabled: false We experience the following error:Cannot use file stream for [/builds/fsp/dito/infrastructure/pso/PSOInstall/PSO_6_U11_D5/6.11.0.5/Linux Setup/installer.deps.json]: No such file or directoryProcessing settings fileVerifying details fileLoading Kubernetes contextsLoading namespacesChecking for existing installationValidating kubectl and kubernetes versionValidating imageValidating database connections - Please WaitRetrieving application connection details - Please WaitValidating database connections - Please WaitRetrieving Organisation information - Please WaitCreating Actions - Please WaitPause Helm deploymentsThreeSixty.Shared_Classes.ProcessException: error: no matching resources

1 year ago

HumbertoFloresDSidekick (Customer)

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

How can i add a where clause in a Custom Field Reference

I have this custom field, the reference for a LOV is a View , but i need add a where clause for add a filter in this results thar view retrieve. How can i do that?

2 years ago

WilsonXDo Gooder (Employee)

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

Message Global Name lookup

How to translate the 'global name' field in the 'Global Name' search screen to be displayed in ClientWeb?Note: see the path in the print below

1 month ago

AdrianEgleyHero (Customer)

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

FSM Connect - Pass multiple attributes

Hi, Working on a project to connect to a 3rd party. The API i’m posting to is wanting to receive single and multiple attributes. Example;<cXML payloadID="20230926230000000.19736.50338@company.name" timestamp="2023-09-26T23:00:00+0100" xml:lang="en-GB"> <Header> <From> <Credential domain="NetworkId"> <Identity>Markerstudy</Identity> </Credential> </From> <To> <Credential domain="NetworkId"> <Identity>S0002027</Identity> </Credential> </To> <Sender> <Credential domain="NetworkId"> <Identity>Proactis</Identity> </Credential> <UserAgent>proactis-us-agent</UserAgent> </Sender> </Header> <Request deploymentMode="test"> <ReceiptRequest> <Recei

5 months ago

IGMIGMIMXMDSidekick (Customer)

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

FSM test DB refresh

I am trying to refresh the test DB with up to date data (SQL) with the a backup of the PROD DB, however when I restore the DB (either full or files and folders), and then try to connect with the client app it says it cannot find the DB. I am sure it is possible but I must be missing something simple. Any help would be greatly appreciated.

1 year ago

anushakhSidekick (Customer)

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

Dispatch console error

I am facing error in dispatch consoleIs there any particular data I need to setup hereAn internal server error occurred. Contact administrator.Error details: [{"code":"FUNCTION_NOT_FOUND","message":"The function import 'GetResourcesForGanttChart' has no function with parameters '[QuerySeqNo, DatasetId, ResourceGroup, CompetencyId, LicenseId, RegionId, TaskSeq, DemandLineNo]'."}]Request Id: 11f506da-5f8b-4c54-8e97-2221579c2816Url: https://hmhw-uat.ifs.cloud/main/ifsapplications/projection/v1/SvcschDispatchConsoleHandling.svc/GetResourcesForGanttChart(QuerySeqNo=103,DatasetId='1',ResourceGroup=null,CompetencyId=null,LicenseId=null,RegionId=null,TaskSeq=null,DemandLineNo=null)?$orderby=ResourceId&$select=ContactWidget,ResourceName,Utilization,ResourceId,RegionId,ResourceSeq,Logon,BreakStatus,DatasetId,QuerySeqNo,Environment,Company,luname,keyref&$skip=0&$top=25

1 year ago

sinybDo Gooder (Customer)

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

Schedule Status in FSM

Hi,Using FSM6U13, PSO 6.7.0.30We are currently having some issues understanding the schedule status in FSM. On the task, as my understanding, the scheduling status should be changed based on the status in PSO. However, we are currently experiencing a lot of the tasks that are open have no scheduling status in the task table. Is there any smart way to troubleshoot this particular issue?

1 year ago

JonWosterSidekick (Customer)

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

Android 13 compatibility with FSM Mobile

My phone just upgraded to Android 13. We are using FSM 6 update 12 (soon to go to update 18). I just tried to install the mobile app and it does not successfully open. It seems to have a problem around how permissions are granted- I grant all the permissions but it still acts like I need to grant more permissions.What FSM update will support Android 13? By the way, I also tried it with update 18 and that won’t come up either.

1 year ago

AdrianEgleyHero (Customer)

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

FSM 6 - Extract Rule not triggering

Hi, We have an extract rule on a custom table for mobile that doesn’t appear to be triggering any data out to mobile.A record is getting created. The extract rule for the table looks the same as other tables that are working just fine (e.g PART_NEED).The sync rule looks fine, again as above no different to what we have for PART_NEED.However when a record is created nothing is happening in terms data created to MM_MESSAGE_OUT for mobile to pick up. What can I use to be able to root cause why? i.e. server logging.Or is there a generic have you remembered to do ‘x’? Any directions would be greatly appreciated. RegardsyAdt

6 days ago

MartinFSidekick (Customer)

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

Attachments overwritten if filename the same

We had an issue a while back where if a new attachment was created/added with the same file name as a previous attachment, then the file would be overwrittten and all previous attachments would show the new file. We thought this was fixed in 2018 (by the Task ID being added to the file name of the attachment) however it seems not to be the case. Sometimes the Task ID gets added, but often not (See attachment) Why is this behaviour inconsistent?

1 year ago

SuryaSenSidekick (Partner)

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

Using unicode characters in FSM Mobile

How can we display Unicode characters on FSM Mobile joblist?

1 year ago

MelroseDo Gooder (Customer)

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

Enabling SSO to FSM Smart Client

We are trying to enable SSO to the FSM Smart Client and we are having Java script error pop-up and Overlapping of taxt in the rendered Sign-On Page. Please note that SSO is now working in our Warehouse Portal and Web Client Version. As per our SSO support:1) Java Script related pop-up - Resolution: Ensure running of Java Scripts is enabled for whatever in App browser you're using for SmartClient2) Overlapping of text - Due to unsupported IE browserWe have tested in our virual Machine and in our Citrix environment with Edge or Chrome as the defaul browser and set the Java Script enabled to the browser and same error/behaviur still occur.Can you please let us know if the package for the FSM Smart Client defaults the browser to EI and confirm if the Java scripting is enabled?

5 days ago

ArcMalteKDo Gooder (Partner)

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

Can´t fix resources and change the status to committed

Hello, I am currently working to setup PSO and I have some issues: If I try to manual fix a tast to a ressource or a time it is just going back after a specific time My tasks are only on the status allocated and wont change to the status committed even when I set up rules to be committed as global rules The tasks will be planned from the end of day to the beginning of the day, but I need the engine to plan it from the morning and not the afternoon For number 1/3: For number 2: Thanks for your help! Best regards,Malte

1 year ago

NathanPDo Gooder (Partner)

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

How to use 2 PSO datasets in one FSM environment ?

Hello, We used to have 2 datasets running in one PSO environnment coming from the same FSM environment. Since FSM 6U13 + PSO 6U8 we manage to run only 1 dataset by FSM environment connected to our PSO one.In other words, we can run 2 datasets in 1 PSO but only datasets coming from different FSM environments. But we do not manage anymore to run 2 datasets coming from the same FSM environment . Do you have experience feedback on this since FSM 6U13 / PSO 6U8 ?Thank you in advance,Regards

2 years ago

TDCSOURABHSidekick (Customer)

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

FSM Business Rule - XML

We have the below XML being triggered from a business rule, after commit insert or update on the TASK table. This XML creates a new address (using a custom view) and updates the address_id of the task. We sometimes see that, if there are 2 TASK’s created almost at the same time (with just 1 second delay or less than 1 second delay) then both the task’s are updated with the same address id. The below expression that is updating the address_id returns the same address_id in both cases. <address_id xpath_node="//update_address_result[@result_name='update_tmfb_address']/address/address_id" /> However we see in the database that 2 new address_id are created but the both the task’s are updated with only 1 of them. So basically when we have 2 similar tasks created at the same time then this business rule executes 2 times and the expression “//update_address_result[@result_name='update_tmfb_address']/address/address_id" doesn’t return unique result. The task ‘s ar

3 years ago

jbernardoHero (Partner)

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

FSM 5.7 - Quote to Request to Task

The Quote module, Out of the box, seems to create a request once the Quote has been approved.It only creates a request. Is there a method that already exists to have it auto create the task as well?Ideally would like to not carry over everythingFor example, if there is labour on the quote, we dont want labour on the task (in the event the user takes longer)

3 years ago

Page 1 / 103

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

2561 Topics

Skills Validation Business Rule for Assigning of Technician

FSM & PSO integration issue

Navigation menu

IFS baseline upgrades to customer solution environment

FSM Alias tables for FSM tables

Unable to Initialize Mobile App

FSM WebClient: How to delete note created by other user

QRCode in FSM Client Report

Cannot Edit Ad-Hoc Report

Error installing PSO 6.11.0.5 (Kubernetes)

How can i add a where clause in a Custom Field Reference

Message Global Name lookup

FSM Connect - Pass multiple attributes

FSM test DB refresh

Dispatch console error

Schedule Status in FSM

Android 13 compatibility with FSM Mobile

FSM 6 - Extract Rule not triggering

Attachments overwritten if filename the same

Using unicode characters in FSM Mobile

Enabling SSO to FSM Smart Client

Can´t fix resources and change the status to committed

How to use 2 PSO datasets in one FSM environment ?

FSM Business Rule - XML

FSM 5.7 - Quote to Request to Task

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