IFS FIELD SERVICE

MANAGEMENT
FSM6u28 RELEASE NOTES
 IFS Field Service Management FSM6u28 Release Notes
© 2007 – 2024 IFS

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document

2024-05-03 2
VERSION 6 UPDATE 28
Welcome to the IFS FSM6 Release Notes! This document describes the current update to our
best in breed Field Service Management software, FSM6 Update 28 (Build 6.28.8870) (note
that some components may have higher build numbers). This document highlights
enhancements added that make FSM6 better and easier to use, as well as a summary of
corrections, located at the back of the document (search for Update 28 Corrections).

To install this update, follow the procedures in the appropriate guide:

• IFS Field Service Management On-Premise Upgrade Guide

• IFS Field Service Management Azure Upgrade Guide

UPDATE 28 ENHANCEMENTS
UPDATE 28 FSM ENHANCEMENTS

SUPPORT DIGITS-ONLY SOLUTIONS KEYWORDS

In response to the customer request CS0165498, an enhancement has been implemented
to support digits-only Solution Keywords. FSM application can now extract and match digits-
only solution keywords in addition to alpha-numeric keywords. This new capability is added
via a configurable new application parameter; ALLOW_DIGITS_ONLY_SOLUTION_KEYWORDS,
ensuring the existing behavior is maintained for customers who prefer the established
approach. The values for this parameter are Y (yes) and N (no), with the default value set to N
(no) upon installation.

TRACK PSO USER THAT INITIATED SWB BROADCAST UPDATE

A new column, SCHED_MODIFIED_BY, has been introduced to the TASK table to track the PSO
user who Initiated SWB Broadcast Update. This will be displayed as a read-only column labeled
"Sched Status Modified By" on the Scheduling tab of the baseline Task screen.

FILTERING TEAMS IN WEB CLIENT SCHEDULE BOARD

A search box has been incorporated into the Teams dropdown on the Web Client Schedule
board screen, allowing users to easily locate and select teams. This feature filters through
“Team ID” as well as the “Team Description” as depicted below.

2024-05-03 3
UPDATE 28 NOTIFICATIONS

WEB CLIENT .NET 6 VERSION UPDATED

The Web Client Server API has been updated to .NET 6.0.28 for the latest security fixes.
On-premise installations will need to execute the .NET 6 Windows Server Hosting Bundle
(dotnet-hosting-6.0.28-win.exe) on the application server/ web server when installing Update
28 for the first time, before executing the FSM installer.

WEB CLIENT ANGULAR VERSION UPDATE

The FSM Web Client now uses the Angular 16 framework. This update does not affect the
functionality of the Web Client. Additionally, other open-source libraries have also been
updated and the details can be found in the FSM6ThirdPartyUsageAndLicenses.pdf
document.

SUPPORT FOR NEW APP STORE SUBMISSION POLICY

Starting May 1st, 2024, Apple mandates all App Store submissions to include privacy manifest
files. As a result, beginning with FSM6 Update 28, we've seamlessly integrated this file into
the release package. It provides a detailed overview of the data types collected by the app
and any third-party SDKs, along with their respective data collection purposes. Therefore,
when incorporating any third-party SDKs that collect data, be sure to include them in the
privacy manifest file as well.

2024-05-03 4
UPDATE 27 ENHANCEMENTS
UPDATE 27 FSM ENHANCEMENTS
CONTROL BIN CREATION IN TRANSFER BIN PROCESS
A new enhancement has been added to prevent the automatic creation of bin and stock_bin
records during the transfer bin process. Users will now possess the ability to enable or disable
this functionality through the newly introduced application parameter;
AUTO_CREATE_BINS_WHEN_TRANSFERRING_BINS. The acceptable values for this parameter
are Y (yes) and N (no). Upon installation its value will default to N (no), ensuring that the
existing behavior is maintained for customers who prefer the established approach.

TEAM SELECTOR DROP LIST IN WEB CLIENT SCHEDULE BOARD

In response to the customer requests for increased team support, an improvement has been
made to eliminate the row limit constraint during the retrieval of available teams, thereby
allowing all available teams to be displayed in the existing team drop-down list control on the
Schedule board screen in Web Client.

2024-05-03 5
UPDATE 27 NOTIFICATIONS
WEB CLIENT .NET 6 VERSION UPDATED
The Web Client Server API has been updated to .NET 6.0.25 for the latest security fixes.
On-premise installations will need to execute the .NET 6 Windows Server Hosting Bundle
(dotnet-hosting-6.0.25-win.exe) on the application server/ web server when installing Update
27 for the first time, before executing the FSM installer.

TRANSITION FROM TELERIK UI FOR UWP TO MICROSOFT UWP CONTROLS

The FSM Windows mobile client now uses Microsoft UWP Controls instead of Telerik UI for
UWP for rendering Calendar, Datetime, Date, and Time controls. This transition is motivated
by the deprecation of Telerik UI for UWP, which will be retired by Progress Software on
December 1, 2024.

SECURITY IMPROVEMENTS
The FSM Server solution has been enriched with several security improvements in this
version.

ANDROID MINIMUM VERSION

As part of the planned support for the upcoming Android version (in FSM6 Update 30), the
minimum supported Android version will be increased to Android 10.

IOS MINIMUM VERSION

As part of the planned support for the upcoming iOS version (in FSM6 Update 30), the
minimum supported iOS version will be increased to iOS 14.

2024-05-03 6
UPDATE 26 ENHANCEMENTS
UPDATE 26 FSM ENHANCEMENTS
PSO INTEGRATION – CACHING ADDITIONAL ATTRIBUTES
As an improvement to the FSM-PSO integration, a caching mechanism is now implemented
for Additional Attributes during the export process to PSO, resulting in improved application
performance. It's important to note after adding or removing Additional Attributes, a server
cache refresh is necessary to ensure these changes take effect as intended.

PSO INTEGRATION – REAL TIME RESOURCE SYNC TO PSO

When a scheduling resource is added to or removed from a particular team, either manually
or through automatic means in FSM, an improvement has been made to instantly send a
corresponding object creation or removal message to PSO. This ensures that the addition or
removal of resources within a team in FSM is promptly reflected in PSO.

IMPROVEMENTS FOR OIDC EXTERNAL GUEST ACCOUNT SUPPORT

When it comes to OIDC external guest accounts, at present there is no method to ascertain
the values of unique_name or preferred_name claims without inspecting tokens. Therefore,
in order to better facilitate the support for external guest user accounts, in instances where
the sso_user_id field in the person record contains an invalid or a blank value, and the user
attempts to sign in with OIDC, the valid claim value (eg: email of Azure AD guest user) will now
be included in the OIDC login error message. This allows the user to re-configure the
sso_user_id with the correct value, thus enabling successful OIDC sign-in attempts.

SEARCH FUNCTIONALITY FOR CHILD LIST VIEWS IN MOBILE CLIENT

Within the FSM Mobile client, child-list screens have been improved to feature a new Search
field, which enables users to refine the displayed list. This search field is selectively revealed
when there are multiple items in the list. As users enter their search terms into the field, the
list promptly adjusts to display only the items that meet the specified search criteria in real-
time.

2024-05-03 7
UPDATE 26 NOTIFICATIONS
ANDROID 14 SUPPORT
Support for Android 14 is now available in this release.
Along with Android 14 support, the target API level of FSM Mobile Android client has been
uplifted to 34.

IOS 17 SUPPORT
Support for Apple iOS 17 is now available in this release.

ANDROID MINIMUM VERSION

The minimum Android supported version is increased to Android 8.

IOS MINIMUM VERSION

The minimum iOS supported version is increased to iOS 12.

2024-05-03 8
UPDATE 25 ENHANCEMENTS
UPDATE 25 FSM ENHANCEMENTS
PSO INTEGRATION - SYNCHRONOUS RESPONSES TO WORKBENCH BROADCASTS
When using PSO Workbench for manual dispatching of work, one roadblock was that
validation exceptions that are raised in FSM, were not visible to the end users who are
performing manual updates in PSO workbench. In order to overcome this situation, an
improvement has been added to the FSM–PSO integration to return the FSM exception
information to the Schedule Workbench Broadcast. This way the PSO Workbench users will
be immediately notified in case FSM is unable to process the change triggered by PSO.

Previously baseline FSM was supporting only the WCF mechanism when broadcasting to
Schedule Workbench. Since the WCF broadcast does not support the broadcast operation to
return any error information, to allow the above-said functionality, FSM has now added
support for the REST broadcasting mechanism along with this version of the software. A new
operation named ProcessSWBBroadcast, has been added to the MetrixIntegrationService
permitting this REST broadcast. Parameters for the REST broadcast can be configured through
the below scheduling application parameters.

• SWB_BROADCAST_URL
HTTP endpoint of the new web service operation (ProcessSWBBroadcast).
eg: https://myFSMServer/MetrixIntegrationService/M5WebService.asmx/ProcessSWBBroadcast

This will be an optional parameter where the param value is empty by default. If not set,
the standard WCF broadcast endpoint specified in the BROADCAST_URL will be used.
Note: If the application users intend to use the WCF broadcast, make sure the value of
this app param is left empty.
• SWB_BROADCAST_TYPE
Determines the broadcasting type. Values are “REST” and “WCF”. When using the
REST broadcast, set the app param value as “REST”. This app param value is empty
by default.
• SWB_BROADCAST_MEDIATYPE
The Content-Type in which the data will be extracted by PSO. Only applicable for
broadcast type REST and is empty by default. Values are “TEXT/XML” or “JSON”.

2024-05-03 9
Important: None of the additional configurations mentioned above, is required if the existing
WCF broadcast type needs to be preserved.

WEB CLIENT - SCHEDULE BOARD TIMELINE HEADER CHANGES

The schedule board timeline header in Web Client has been modified for better clarity based
on the schedule board zoom settings. The related changes include removal of three existing
zoom levels which were redundant, as well as modifications for the timeline header
information in some of the existing zoom levels.

STYLING FILTERED ACTIVITIES IN WEB CLIENT SCHEDULE BOARD

When filtering tasks in the schedule board timeline, in order to distinguish the matching tasks
from the other assigned tasks for a person, a transparency will be applied to the other task
cells, making the matching tasks more prominent.

TEAM DESCRIPTION TO TEAM SELECTOR DROP LIST ITEMS IN SCHEDULE BOARD

In the team selector drop list on Web Client Schedule Board, the relevant team description
will also be displayed along with the existing team id.

FIELD-BASED MOBILE EXTRACT RESTRICTIONS

A new enhancement has been added to reduce the messages being extracted between FSM
Server and Mobile. If an update message from FSM Server is not relevant to any of the fields
used in FSM Mobile designs, it will not be extracted to the mobile (MM_MESSAGE_OUT).
Users have the ability to enable or disable this feature via the new application parameter;
CHECK_MM_FIELDS_ON_SYNCING_MOBILE_UPDATES. Values are Y (yes) and N (no). Upon
installation, this value defaults to N (no).

2024-05-03 10
ALLOW "HEADLESS" OIDC AUTHENTICATION FOR ODATA
The OAuth2 authentication for OData API calls in FSM, has been updated to allow "headless"
authentication. See the FSM6 OData REST APIs document in Help → Documentation →
Integration for further details.

UPDATE 25 NOTIFICATIONS
MIDPOINT ROUNDING CONVENTIONS
The MIDPOINT_ROUNDING app param has been added to the correction for case CS0145425.
This app param specifies the mathematical rounding strategy that the system will use to round
a number. Valid values are “AWAY_FROM_ZERO” (rounded towards the nearest number that
is away from zero) and “TO_EVEN” (rounded towards the nearest even number). The default
value of this app param is “AWAY_FROM_ZERO”.

For example, if there is a decimal field named unit_price with a value of $3.65, the app param
value “AWAY_FROM_ZERO” will let the system round the unit_price to $3.7, whereas if the
param value is TO_EVEN the system will round it to $3.6.

2024-05-03 11
UPDATE 24 ENHANCEMENTS
UPDATE 24 FSM ENHANCEMENTS
STAGING LOGIC FOR FSM - PSO
Full capabilities of the Staging Logic feature for staging messages related to FSM/PSO
integration have been implemented in this version. Since this has been developed as a
standalone module and an optional feature it will not affect the existing functionality of the
integrations. FSM Staging logic for PSO Broadcasts messages can be enabled/disabled via
the App Param “PSO_STAGING_ENABLED”. Values are Y (yes) and N (no). Upon installation,
this value defaults to N (no).

The staging module provides the ability to trace the messages passed between the systems
and allows tracking of the status. This also provides the ability to reprocess the messages in
case of a failure. The queuing mechanism built into the module helps process the messages
without overloading the system. This module also includes options to control the maximum
number of threads used for processing messages. Since the messages are stored in the
database, lobbies or other standard FSM components can be used for monitoring the load
and displaying other statistics.

See Documentation →Integrations → “PSO Staging Logic” for more details.

NOTIFYING EXPIRED PSO APPOINTMENT OFFERS

A new scheduling application parameter named APPT_OFFER_EXPIRE_TIME is introduced in
relation to PSO appointment offers. The value of this app param (default 5 minutes) will
determine the offer expiration date/time for all appointment offer requests (regardless of
whether or not an appointment template is being used). If the said app param value is empty
the expiration time will default to 5 minutes. In case the offer that is being accepted is expired,
an error message will be displayed to the user.

NEW PSO GATEWAY ENDPOINTS FOR FSM WEBCONFIG

This improvement would address two different user needs with regard to the FSM - PSO
integration. This will enable FSM to be compatible with the latest versions of PSO, which
supports WCF gateway on Kubernetes as well as earlier PSO versions. Users will now find it
easier to change the PSO instance that a particular FSM instance is pointed at, without
requiring a re-installation or editing the web.config file.

2024-05-03 12
Application parameters: PSO_ENDPOINT_ADDRESS_IDATAREQUEST and
PSO_ENDPOINT_ADDRESS_ISESSIONREQUEST were introduced to achieve this capability.

SMS FEATURE IN WEB CLIENT

The “Send SMS” feature is now available in FSM 6 Web Client, matching the existing behavior
in Smart Client.

SORT ORDERS FOR SAVED SEARCHES IN WEB CLIENT

The ability to define and save default sort orders for Saved Searches in FSM Web Client, is
added with this version. Once a default sort order is specified, it will be applied to any saved
search which is executed (automatically or manually) in Web Client.

GEOCODING ON ADDRESS INSERT

An improvement has been made to prevent Geocoding on valid address inserts (manually
entered or imported), if the lat/long values are already known.

VALIDATIONS ON VOUCHER REVIEW

A validation has been added to verify the Coverage End date in Contract Lines during the
Voucher review process for non-Evergreen Contracts. An appropriate error status will be set in
the Voucher details line if missing the Coverage End date.

ON-DEMAND SUPPORT FOR ATTACHMENT FIELD CONTROL - FSM MOBILE

Support for on-demand attachments was introduced for the Attachment API List screen in
FSM6 Update 14. With this update, On-demand attachments are now supported for the
Attachment Field control on standard screens connected to the Task table.

‘COMMENT REQUIRED’ FEATURE ENHANCEMENT ON SURVEYS

The ‘Comment Required’ feature has been improved to add better support for Combo Box,
Radio Button and Multi Choice survey question types on FSM Mobile. When any answer option
on a Combo Box, Radio Button or Multi Choice question is set to 'Comment Required', and if
it is picked while answering the survey, the mobile user has to add a comment to proceed
further. This Comment field will now be presented as an in-line text box along with the
respective question rather than displaying it in a separate popup.

2024-05-03 13
DISPLAY PIN FOR USER'S CURRENT LOCATION ON JOB LIST MAP IN MOBILE CLIENTS
With this implementation, now the mobile user’s current location is displayed on the Job List
map, along with the locations of the relevant jobs. The mobile device location is presented as
the mobile user’s current location and is displayed with a pin on the map. In any case where
the device location is not detectable (denied access to device location information), no pin
will be displayed as the user’s current location.

DISPLAY ORDER OF STOCK COUNT RECORDS

The Stock Count Part List in FSM Mobile now gets ordered based on the sort order specified
in the back end (Bin or Part), when generating the stock count run.

UPDATE 24 NOTIFICATIONS
NAVIGATION FROM SURVEY SCREEN, OPENED FROM THE CONTEXT MENU
The navigations of FSM Mobile for iOS and Windows are now corrected in situations where
the Debrief Survey screen is opened using the workflow context (Jump To) menu. When the
Survey screen is opened from the context menu, and once the survey is answered and saved
the user will be navigated back to the previous screen in the Workflow.

No related changes for the FSM Mobile Android client as the correct behavior was already
available.

SAVE SEARCH FOR LOOKUPS IN WEB CLIENT - REMOVED

As the Save Search functionality is not intended for Lookups, it is now removed from the Web
Client Lookup screens to match with existing behavior in Smart Client.

2024-05-03 14
UPDATE 23 ENHANCEMENTS
UPDATE 23 FSM ENHANCEMENTS
FSM EXTENSION FIELDS IN PSO ADDITIONAL ATTRIBUTES
A new enhancement has been added to the FSM/PSO integration, allowing the ability to map
FSM extension table columns to PSO additional attributes.

A simple example of this is illustrated in below images.

2024-05-03 15
UPDATE 23 NOTIFICATIONS
FSM-PSO STAGING LOGIC
Some components of the FSM-PSO Staging Logic containing a queueing mechanism for
processing both Inbound and Outbound integration messages have been added to this
version. This will not affect the existing functionality of the integrations since it is introduced
as a standalone module and an optional feature.

However, if a customer is already using a customized version of this Staging module, there
could be conflicts with the baseline integration components, if the same baseline
namespaces have been used within the custom codes. In such circumstances be sure to
include unique namespaces in the customized module to avoid errors that may be
encountered when registering integration components.

Full capabilities of the Staging Logic feature will be added to the FSM product in Update 24.

CLIENT SCRIPT CHANGES

As part of the correction for case G2359635-B, Client Scripts attached to the “Mass Update”
button in Task and Project screens for Web Client, have been modified in this version.
There is no impact to the existing Mass Update functionality.

2024-05-03 16
UPDATE 22 ENHANCEMENTS
FSM6 Update 22 is a support-only release containing only corrections. Customers on FSM6
Update 22 can upgrade with no impact other than receiving bug fixes. Customers upgrading from
versions earlier than Update 22 should review the enhancements and corrections in these release
notes for each intermediate update and plan accordingly for their upgrade to Update 22.

UPDATE 22 NOTIFICATIONS
WEB CLIENT .NET 6 VERSION UPDATED
The Web Client Server API has been updated to .NET 6.0.9 for latest security fixes. On-premise
installations will need to execute the .NET 6 Windows Server Hosting Bundle (dotnet-hosting-
6.0.9-win.exe) on the application server/web server when installing Update 22 for the first
time before executing the FSM installer.

DATABASE VERSION SUPPORT

SQL Server 2022 is now supported. This update of FSM supports SQL Server 2014, 2016,
2019, and 2022. SQL Server 2014 is deprecated, and support will be removed in a future
update.

2024-05-03 17
UPDATE 21 ENHANCEMENTS
UPDATE 21 FSM ENHANCEMENTS
WEB CLIENT SCHEDULE BOARD - REFRESH SCREEN AFTER TEAM SELECTION LIST IS CLOSED
In previous releases the Web Client schedule board data refreshes when each team is
selected/deselected. If a user is choosing many teams, this can affect performance. With
this update the schedule board data is refreshed when the team selector is closed rather
than with each team selection.

T-TABLE IMPORT FOR CERTAIN FINANCIAL VIEWS

The T_PRC_AGREEMENT_NPU_VIEW and T_PRC_AGREEMENT_PU_VIEW tables have been
made available in the T-Table Editor in this release. Like PART_FINANCIAL_VIEW these are
special views with policy that updates the underlying financial rule tables. No other views
besides these three are added to the T-Table Editor. Use the T-Table Editor to test small
data imports before starting large imports to ensure correct data, as well as correct errors
where a small percentage of imports fail because of incorrect data. Very large imports with
hundreds of thousands of rows are not supported.

DISPLAY PROSPECTIVE TECHNICIAN ALONG WITH PSO APPOINTMENT OFFERS.

A new scheduling application parameter APPT_BOOKING_SHOW_PROSPECTIVE_RESOURCE
enables display of the Prospective Resource (First and Last Name) along with appointment
booking offers. The prospective resource is shown only if this parameter is set to ‘Y’.

Offers are displayed in either Smart Client (calendar control and list view) or Web Client
(calendar control only).

Limitations:

• Appointment offers are not retained.

• Cells are not styled differently based on resource preference attributes.
• There is no guarantee that the presented resource will be the final resource.
• Presented resource is not stored on the task upon offer acceptance (just visually
presented to the user).

2024-05-03 18
UPDATE 21 NOTIFICATIONS
LIMITATIONS IN HORIZONTAL SCROLL BAR OF SCHEDULE BOARD IN WEB CLIENT
As noted for case G2341725, the correction for case G2349440 enables the scroll bar size
to dynamically adjust according to the future days, past days, and zoom level. Yet there is a
maximum limit that we can set when decreasing scroll size according to the library used.
Unlike the vertical scroll, the horizontal scroll bar is considered when drawing the schedule
board time map and for other functions related to the schedule board timeline. The library
used for generating the Gannt chart limits the ability to decrease the scroll size and center
the window while scrolling.

ANDROID 13 SUPPORT
Support for Android 13 is now available in this release.

IOS 16 SUPPORT
Support for Apple iOS 16 is now available in this release.

2024-05-03 19
UPDATE 20 ENHANCEMENTS
UPDATE 20 FSM ENHANCEMENTS
CONFIGURABLE COLORING FOR SHIFT AND CALENDAR EXCEPTION CELLS
A new enhancement has been added to the web client schedule board and work calendar
exception screens to enable color coding of shifts. For example, the customer can color
code shift cells on Schedule Board based on day of week. (e.g. show Mondays,
Wednesdays, and Fridays in Yellow, show Tuesdays and Thursdays in Orange, and show
Saturdays in Red). This will help users to distinguish between days when viewing the
schedule board at a zoomed out level.

Note: This enhancement is for the web client only and is not available in the smart client.

UPS INTEGRATION MOVED TO INTEGRATION FRAMEWORK

The UPS Integration has been moved to the Integration Framework for more flexibility in
implementation when changes are made to the UPS web service.

UPDATE 20 FSM NOTIFICATIONS

MESSAGE IDS IN CODE TABLES
It is strongly recommended to use message ids in global codes and other code tables to
allow code descriptions to be translatable. A previous update inserted message ids for all
codes in demo data. As part of the correction for case G2337562, starting with this update
existing message ids will not be overwritten by the upgrade process. This covers both
GLOBAL_CODE_TABLES and those code tables (table_category = ‘CodeTable’) containing the
desc_message_id column. The upgrade scripts will no longer update message_ids and
desc_message_ids when there are existing values.

PSO USER INTEGRATION

Documentation for the PSO User Integration has been added to the Reference Guide. See
Help->Documentation->Reference Guide->Optional Features -> Dynamic Scheduling -> User
Integration.

WEB CLIENT .NET 6 VERSION UPDATED

The Web Client Server API has been updated to .NET 6.0.8 for latest security fixes. On-
premise installations will need to execute the .NET 6 Windows Server Hosting Bundle

2024-05-03 20
(dotnet-hosting-6.0.8-win.exe) on the application server / web server when installing Update
20 for the first time before executing the FSM installer.

UPDATE 20 MOBILE NOTIFICATIONS

REFRESH TABLE
As part of the correction for case G2334967, the Refresh Table feature has been changed
to delete and fully refresh data for all tables selected, regardless of the sync rule Delivery
Method. A new confirmation message is displayed if any of the selected tables use Real
Time sync.

Important: As with Initialization, Refresh Table may prevent data added or

updated on the mobile device from being synced to the server. You must coordinate with
the mobile user to avoid data loss.

2024-05-03 21
UPDATE 19 ENHANCEMENTS
UPDATE 19 FSM ENHANCEMENTS
CONFIGURABLE FINANCIAL SETTINGS UPDATED
The Configurable Financial Settings screen has been updated to make it more intuitive.

Fields are now grouped into separate sections to make it clearer which settings are grouped
together. The settings themselves and operation of financial processes are not changed,
only the presentation.

AD HOC REPORTS BUTTON

The Ad-Hoc Reports button has been removed from the File->Reports screen for FSM6
Update 19. Use the new File->Adhoc Reports screen instead to view Ad Hoc Reports. To
edit Ad Hoc Reports, use the Edit functionality in the Smart Client. If a report was created in
a previous version, the owner of the report should use File->Ad Hoc Reports->(report
name)>…>Upgrade as shown in the following screen shot:

UPDATE 19 FSM NOTIFICATIONS

WEB CLIENT .NET CORE VERSION UPDATED
The Web Client Server API has been updated to .NET 6 for long-term support and latest
security fixes. On-premise installations will need to execute the .NET 6 Core Runtime

2024-05-03 22
Hosting Bundle (dotnet-hosting-6.0.6-win.exe) on the application server when installing
Update 19 for the first time.

WINDOWS 11 CLIENT SUPPORT

Windows 11 is now supported for the FSM Smart Client, Web Client, and Mobile Windows.

The latest updates for both Windows 10 and Windows 11 must be applied. Client operating
systems are not supported for server operations.

NEW APP PARAMS

UPS_DCIS_TYPE
The UPS_DCIS_TYPE app param has been added as part of the correction for case
G2338879. This app param identifies the type of confirmation required upon delivery of
the package. The default value is 2.

STOCK_COUNT_ACTION
The STOCK_COUNT_ACTION app param determines which MPM to execute when a Mobile
user taps the Post Stock Count button. Valid baseline values are
‘perform_submit_stock_count’ and ‘perform_post_stock_counts’. See Mobile
Enhancements section for further details.

UPDATE 19 MOBILE ENHANCEMENTS

STOCK COUNT SUBMIT
An improvement to the Stock Count feature allows mobile users to Submit stock counts. An
inventory manager can then review the counts in the FSM Client before they are posted. To
take advantage of this feature, upgrading customers must populate the new
STOCK_COUNT_ACTION app param with the name of the new MPM:
‘perform_submit_stock_count’. New installations will have this value populated by default.
Upgrading customers will need to update the app param if they want mobile users to Submit
stock counts instead of Posting stock counts.
The only change to the mobile clients is that the Post Stock Count button on the Parts
screen (StockCountPartList) will now execute the MPM that is indicated in the new app
param. If the app param is empty, the perform_post_stock_counts MPM will be executed.
The perform_submit_stock_count MPM simply sets the new stock_count.submitted column
to ‘Y’ for all the stock_count records with the specified run_id and creates a new Run Log
record with Run Type of “Stock Count Submit.” An optional Run Log Process Notification
business rule may be configured to notify someone when a user submits a stock count.

2024-05-03 23
FOLLOW UP TASK
The hard-coded Create Task button on the Follow Up Task screen (DebriefFollowUpTasks)
has been removed and replaced by a configuration-only solution. The previously coded
behavior is now implemented in the DFUT_ADD client script triggered from the BUTTON_ADD
screen item. The new screen item is added to all custom revisions during the upgrade
process. Proper configuration should be verified after upgrade.

ON DEMAND ATTACHMENTS
The On Demand Attachment feature has been improved to function without manual
configuration in Azure environments. The ENABLE_CLOUD_ATTACHMENT app param has
been removed and the ATTACHMENT_DIRECTORY app param no longer needs to be
populated with the URI for Azure blob storage.

2024-05-03 24
UPDATE 18 ENHANCEMENTS
UPDATE 18 FSM ENHANCEMENTS
SURVEYS IN REPAIR CENTER
A Survey tab has been added to the Repair Center screen to address case G2321385,
allowing guided debrief workflows to obtain information regarding repair jobs from
technicians along with different surveys on different tasks of an RMA.

REPORT RETRIEVAL FOR LONG-RUNNING REPORTS

A new Report Retrieval screen has been added to retrieve the report file from the server
when a report takes longer to generate than the timeout value in the client. This
enhancement addresses cases G2295004-F and G2320050.

If the report can be generated in less time than the maximum wait time (default 30 seconds)
then the report will be downloaded and displayed as usual. If the report takes longer than
the specified maximum wait time, then a message is returned to the user indicating that the
report is being completed asynchronously, with a run log ID that can be used to find the
report later on the Report Retrieval screen:

The Report Retrieval screen shows the reports in process or recently completed:

You can drill into the Run Log ID to see the status of the report (In Process, Complete, or
Error). Once the status shows as Complete, use the Retrieve button to retrieve the
completed report file.

2024-05-03 25
See the description of the REPORT_GENERATION_MAX_WAIT param in the New App Params
section of notifications below for more details on configuring the maximum wait time before
the report goes to the Report Retrieval screen.

UPDATE 18 FSM NOTIFICATIONS

NEW APP PARAMS
REPORT_GENERATION_MAX_WAIT
The REPORT_GENERATION_MAX_WAIT app param has been added as part of the correction
for cases G2295004-F and G2320050. This app param determines the maximum time to
wait, in seconds, for a report to be generated. The default value is 30 seconds.

If the report takes longer than this time to generate, the report will continue to be generated
asynchronously and the user will be notified with a message specifying a run log id to search
for in the Retrieve Reports screen.

This app param value must be smaller than the value of the client timeout (default 60
seconds) and never longer than 230 seconds on Azure cloud installations.

REPORT_GENERATION_TEMP_FILE_PATH
The REPORT_GENERATION_TEMP_FILE_PATH app param has been added as part of the
correction for cases G2295004-F and G2320050.. This app param is used only for on-
premise server farms and is not needed for single-server installations or Azure cloud
installations. Identifies the path in which to save temporary report files. Value is any valid
network path accessible to the FSM server. This parameter can be useful when multiple
FSM servers need to access the temporary report files from a common location. Files will be
uploaded to the default PrintReports folder in the server if this parameter is not set.

CUSTOM_CLIENT_REPORTS_UPLOAD_PATH
The CUSTOM_CLIENT_REPORTS_UPLOAD_PATH app param has been added as part of the
correction for case G2324485. This app param is used only for on-premise server farms
and is not needed for single-server installations or Azure cloud installations. Identifies the

2024-05-03 26
path to upload the custom client report definition files. Value is any valid network path
accessible to the FSM server. This parameter can be useful when multiple FSM servers need
to access the custom reports from a common location. Files will be uploaded to the default
ClientReports\CustomReports folder in the server if this parameter is not set.

DATABASE VERSION SUPPORT

Support for SQL Server 2012 has been removed. FSM supports SQL Server 2014, 2016,
and 2019. SQL Server 2022 is not yet released and will be evaluated for support in a
future update.

2024-05-03 27
UPDATE 17 ENHANCEMENTS
UPDATE 17 FSM ENHANCEMENTS
APPOINTMENT BOOKING ENHANCEMENTS
The Web Client Appointment Booking Calendar View now jumps to the earliest available
appointment offer.

SCHEDULE BOARD ENHANCEMENTS

The schedule board in the web client has been enhanced to show more clearly the time
where the user is dropping a task. The time indicators appear only while dragging the task.

Additional fields have been added to the task card configuration and search box in both
place and person view (task.description, place.name, place.country, person.first_name,
person.last_name, project.project_title). Borders are added to make boundaries between
elements more clear. The legend dropdown now shows active status values. Display
sequences and a “Select All” option have been added to the team selection dropdown.
Team description shows in Resource header as well as Team ID.

WEB CLIENT - CHANGE/RESET USER PASSWORDS ON LOGIN PAGE

You can now change or reset user passwords from the web client login page similar to the
smart client.

PSO INTEGRATION – DURATION OVERHEAD

Support for the Duration Overhead field has been added to the FSM/PSO integration. This
field has been added to the Address screen and is included in Location data sent to PSO.
Duration Overhead specifies the amount of time to be added to the expected duration of the
first activity at a location or locality. If two consecutive activities are at the same location, the
time is only added to the first activity. Activities are considered to be at the same location if
a locality is specified for both locations, and it is the same; or if the locality is not specified
on one or both locations, and the two location ids are the same.

2024-05-03 28
PSO INTEGRATION - ADD TIMINGS ON INDIVIDUAL MESSAGES SENT TO AND RECEIVED FROM PSO
Elapsed time of communication with PSO server is now recorded with server log level CM
(Communication) set to 3.

CONTRACT COPY ENHANCED

More details are recorded in the run log when copying a contract including To and From
contract information.

AZURE ARR AFFINITY AND AZURE HEALTH CHECK - DEFAULT VALUES IN INSTALLER
The FSM Installer for Azure now sets the appropriate settings for Azure ARR Affinity (off) and
Azure Health Check (enabled) for new installations.

SIGNATURE FIELDS
Signature fields have been added to baseline task screen in Smart and Web Clients.

ODATA EXPAND
The FSM OData API now supports the $Expand operator. The app param
ODATA_MAX_EXPAND_DEPTH (default value 2) controls the depth of expansion.

LANGUAGE TRANSLATIONS UPDATED

Translations for baseline messages added since the last feature update (Update 15) are
now available for the 17 languages supported by FSM in baseline, listed below:

description code_value
Arabic AR
Danish (Denmark) DA-DK
German (Germany) DE-DE
English (US) EN-US
Spanish (Spain) ES-ES
Finnish FI-FI
French (France) FR-FR
Italian (Italy) IT-IT
Japanese JA
Korean KO
Dutch (Netherlands) NL-NL
Norwegian (Norway) NO
Polish (Poland) PL-PL
Portuguese (Brazil) PT-BR
Russia (Russian) RU-RU
Swedish (Sweden) SV-SE
Chinese (PRC) ZH-CN

2024-05-03 29
In addition Japanese translations have been updated based on customer feedback.

Note that the web browser language must be set to one of the listed language/country
combinations to be fully supported. For example, set the browser language to French
(France) rather than just French.

UPDATE 17 FSM NOTIFICATIONS

WEB CLIENT .NET CORE VERSION UPDATED
The Web Client Server API has been updated to .NET Core 3.1.23 for latest security fixes.

SERVER TIMEOUT INCREASED

The server timeout has been increased to 10 minutes as part of the correction for G2298089.

DATABASE VERSION SUPPORT

Note that support for SQL Server 2012 and Oracle 12 is deprecated and will be removed in
the future.

UPDATE 17 MOBILE ENHANCEMENTS

TASK SIGNATURE SCREENS
New Customer Review (DebriefCustomerReview) and Summary (DebriefReview) screens
have been added to replace the deprecated DebriefCustomerSignature and
DebriefSignature screens. The new screens are active in the workflows and workflow menus
of the baseline mobile design and the deprecated screens are inactive.
The new screens take advantage of the configurability features of FSM Mobile. Some of the
hard-coded behavior is replaced with screen design and client scripting. The coded
signature pads are replaced by the Signature Field introduced in the Signature API feature in
Update 11. A new COMPLETED_TASK_STATUS app param allows configuration of the final
task status value that is set when the Complete button is selected on the Summary screen.
During an upgrade, the screens are added into each custom design in an inactive state.
Upgrading customers wishing to use the new screens need to make them active and
deactivate the legacy screens. Note that to activate or deactivate the Summary screens in
workflows, the Force Order will need to be cleared in screen properties. Additionally,
upgrading customers may wish to convert existing customer and technician signatures,
which are currently linked by a task_attachment. The attachment_id value from the task

2024-05-03 30
attachments can be copied to the CUST_SIGNATURE_ID and TECH_SIGNATURE_ID fields
now stored in the Task record.
Note: The ENABLE_TECHNICIAN_SIGNATURE app param has been removed. This app
param allowed hiding the signature pad on the Android client for the deprecated
DebriefSignature screen.

TIME REPORTING CALENDAR (IOS)

The third-party calendar control used by FSM Mobile for iOS has been replaced by a new
control that supports localization based on the device language and region. Months and
Days of the week will now appear in the user’s language.

2024-05-03 31
UPDATE 16 ENHANCEMENTS
FSM6 Update 16 is a support-only release containing only corrections. Customers on FSM6
Update 15 can upgrade with no impact other than receiving bug fixes. Customers upgrading
from versions earlier than Update 15 should review the enhancements and corrections in these
release notes for each intermediate update and plan accordingly for their upgrade to Update 16.

UPDATE 16 FSM NOTIFICATIONS

POWERSHELL 7.1 OR HIGHER REQUIRED
The FSM Installer now requires Powershell 7.1 or higher to be installed on the machine
executing the installer (setup.exe).

AZURERM MODULES REPLACED WITH AZURE AZ

Azure installations of FSM now use the Az Powershell modules instead of AzureRM (Azure
Resource Manager) which is deprecated and will be retired by Microsoft on February 29,
2024. Azure FSM customers should plan to upgrade to FSM Update 16 or newer by 2024.

WINDOWS 2022 SERVER ADDED AND WINDOWS 2012 DEPRECATED

Application Server support for Windows 2022 Server is available in this release. Support for
Windows 2012 and Windows 2012 R2 is deprecated and will not be supported in a future
update. See the installation guide for the list of supported Windows Server versions.

2024-05-03 32
UPDATE 15 ENHANCEMENTS
UPDATE 15 FSM ENHANCEMENTS
SURVEY ACTIVITY ADDED TO WORKFLOW
A new activity type of Survey is now available in the Workflow Designer. Steps executing a
survey can be added to a new or existing workflow and executed in either the web or smart
client.

ODATA LOG SCREEN

A screen to set OData Log levels is now available in under Studio->Tools->OData Log in the
Smart Client. Detailed tracing can be enabled or disabled (default).

MODIFY POSTED PURCHASE ORDER CREATED FROM DROP SHIP

When modifying the details on a posted purchase order created from a Drop Ship, the PO
will now reset to a Change Order Status and can be Reposted. The originating request is not
changed including part needs and part usages.

PACKAGE EXTRACT FOR PRICING RULES

The Package Extract facility for Pricing Rules has been enhanced to be more intuitive for the
user and offer more options for extracting child records.

SURVEY GROUP ADDED TO SURVEY SCREEN SEARCH PANEL

The Survey Group field has been added to the Survey Screen baseline search to enable
Survey Administrators to search for Mobile Surveys in a particular survey group.

DISABLE APPOINTMENT BOOKING BROADCAST WHILE ALLOWING APPOINTMENT BOOKING

A new Scheduling App Param APPT_BOOKING_BROADCAST_ENABLED has been added to
allow disabling of the ABE_TO_FSM broadcast for implementations where a 3rd-party system
handles the appointment request/response. This is a Y/N parameter. If appointment
booking is enabled and appointment requests are made though the FSM clients or APIs, then
this should be set to Y.

2024-05-03 33
ABILITY TO LIMIT ROWS RETURNED FOR LOBBY DATA SOURCE
The web client lobby has been enhanced to limit rows retrieved in a list element using the
same mechanism used by the smart client. The number of rows retrieved is based on the
number of rows displayed.

LANGUAGE TRANSLATIONS UPDATED

Translations for baseline messages added since the last feature update (Update 13) are
now available for the 17 languages supported by FSM in baseline, listed below:

description code_value
Arabic AR
Danish (Denmark) DA-DK
German (Germany) DE-DE
English (US) EN-US
Spanish (Spain) ES-ES
Finnish FI-FI
French (France) FR-FR
Italian (Italy) IT-IT
Japanese JA
Korean KO
Dutch (Netherlands) NL-NL
Norwegian (Norway) NO
Polish (Poland) PL-PL
Portuguese (Brazil) PT-BR
Russia (Russian) RU-RU
Swedish (Sweden) SV-SE
Chinese (PRC) ZH-CN

Note that the web browser language must be set to one of the listed language/country
combinations to be fully supported. For example, set the browser language to French
(France) rather than just French.

UPDATE 15 FSM NOTIFICATIONS

WEB CLIENT .NET CORE VERSION UPDATED
The Web Client Server API has been updated to .NET Core 3.1.22 for latest security fixes.

POWERSHELL 5.1 OR HIGHER REQUIRED

The FSM Installer now requires Powershell 5.1 or higher to be installed on the machine
executing the installer.

2024-05-03 34
UPDATE 15 MOBILE ENHANCEMENTS
TEAM MEMBER PROFILE
A new configurable Team Member Profile screen has been introduced to replace the
deprecated Team Member Action feature. The screen is launched by a new Tap Event client
script on the Team List screen.

LAUNCHURI SCRIPTING FUNCTION

A new launchURI mobile client scripting function allows launching a third-party solution using
deep links into that solution. Two methods may be used, depending on how the third-party
app has implemented deep links.

Using the URI Scheme method, an app can be launched directly on the user’s device. The
app must be already installed on the device or the script will not function. Sample syntax:
launchURI("myapp:/user/function/data");.

Using the Universal Links method, an app can be opened through a web server. The
browser on the device connects to the web server requesting a configuration file that will
declare if the browser should look for and launch a local app on the device. The web server

2024-05-03 35
solution may allow installing the app if it is not already installed. Sample syntax:
launchURI("https://teams.microsoft.com/l/chat/0/0?users=UserName");.

Note: IFS R&D provides no direct support for any third-party app. The developer configuring
the client script is solely responsible for understanding the deep link capabilities of the third-
party app.

MICROSOFT TEAMS SUPPORT

Launching Microsoft Teams from FSM Mobile is now available through configuration. The
new baseline Team Member Profile screen has a Teams hyperlink field populated from
person.voip_user_name. The hyperlink executes the baseline TMP_CHAT_LINK client script.
This script is configured to launch a chat session with the team member in MS Teams using
the Universal Links method.

MULTI-SELECT ATTACHMENTS
Additional improvements have been made to the Multi-Select Attachments feature
introduced in Update 11. On all mobile clients, after selecting multiple files, the Attachment
Card screen will now be displayed. Users may populate the information that they want to
save on all the attachments.

On the FSM Mobile for iOS client, the multi-select feature is now available on iOS 14 and
higher when using the Photo Library option.

2024-05-03 36
UPDATE 14 ENHANCEMENTS
FSM6 Update 14 is a support-only release containing only corrections. Customers on FSM6
Update 13 can upgrade with no impact other than receiving bug fixes. Customers upgrading
from versions earlier than Update 13 should upgrade to Update 14.

UPDATE 14 FSM NOTIFICATIONS

ON-DEMAND TASK ATTACHMENTS IN WEB CLIENT
After selecting a file for a Task Attachment in the web client, an On Demand checkbox now
appears on the row allowing the user to select this option before uploading the attachment,
similar to the existing checkbox in the smart client. On-Demand attachments are not
automatically sent to Mobile until the technician requests the download.

AD-HOC REPORTS UPGRADE

Ad-hoc Reports created with Update 12 or earlier must be upgraded to work with Update 13
or later. Update 14 adds the File->Ad Hoc Reports screen with an Upgrade option for earlier
reports.

UPDATE 14 MOBILE NOTIFICATIONS

ON DEMAND ATTACHMENTS
The On Demand Attachment feature has been added to the Attachment API List screens.
When an attachment record has been marked as On Demand and the file is not already
present on the mobile device, the Download icon will be visible for the list item instead of a

2024-05-03 37
thumbnail or file type icon. Tapping the Download icon will prompt the user to download the
attached file.

Important: Application Parameters must be configured in Azure environments for

the On Demand Attachments to function properly. The ENABLE_CLOUD_ATTACHMENT app
param must be set to Y. The ATTACHMENT_DIRECTORY app param must be populated with
the URI for Azure blob storage. Example:
https://AppSvc.blob.core.windows.net/attachments.

SUPPORTED OS VERSIONS
The Mobile Client Requirements in the Install/Upgrade Guides have been updated to include
support for Android 12 and iOS/iPadOS 15.

UPDATE 13 ENHANCEMENTS
UPDATE 13 FSM ENHANCEMENTS
NEW CHART CONTROL IN LOBBY FOR WEB
New chart controls in the lobby for web client provide better ability to zoom and a more
modern appearance.

OIDC LOGIN LINK ON WEB CLIENT LOGIN PAGE

A link to use OIDC login now appears on the Web Client login page if
FSM_AUTHENTICATION_METHODS is set to FSM, OIDC (default to FSM authentication but
allow OIDC)

OBJECT GROUP ADDED TO TASK IN PSO INTEGRATION

This enhancement adds support for object groups defined in FSM and sent to PSO via the
FSM/PSO integration. This eliminates the need to restrict data access by use of separate
datasets.

ANALYZE USAGE TOOL ADDED TO STUDIO->TOOLS MENU

The analyze usage MPM added previously in Update 11 is now available through the Studio-
>Tools menu.

2024-05-03 38
ADD TRAFFIC TIME TO TASK ETA
The Task ETA Calculation MPM used in Business Rule 123 has been enhanced to optionally
pass the Time With Traffic optimization parameter to the Bing and Google services. Time
With Traffic will take traffic into consideration when calculating the estimated time of arrival.

This is a premium service that may require additional fees for the Bing or Google services.

To use the Time With Traffic option set the WITH_TRAFFIC output parameter to Y in business
rule 123 as shown in the following screen shot. The default value is N.

ODATA TRACING
Enhanced tracing for OData calls is now available. See the Troubleshooting section at the
end of the FSM6 OData REST APIs guide for details.

LANGUAGE TRANSLATIONS UPDATED

Translations for baseline messages added since the last feature update (Update 11) are
now available for the 17 languages supported by FSM in baseline, listed below:

description code_value
Arabic AR
Danish (Denmark) DA-DK
German (Germany) DE-DE
English (US) EN-US
Spanish (Spain) ES-ES
Finnish FI-FI
French (France) FR-FR
Italian (Italy) IT-IT

2024-05-03 39
 Japanese JA
Korean KO
Dutch (Netherlands) NL-NL
Norwegian (Norway) NO
Polish (Poland) PL-PL
Portuguese (Brazil) PT-BR
Russia (Russian) RU-RU
Swedish (Sweden) SV-SE
Chinese (PRC) ZH-CN

Note that the web browser language must be set to one of the listed language/country
combinations to be fully supported. For example, set the browser language to French
(France) rather than just French.

UPDATE 13 MOBILE ENHANCEMENTS

COPY/PASTE
The FSM Mobile clients now allow copying the contents of Read Only fields and pasting the
clipboard contents into any editable text field. This improvement applies to Text and Long
Text controls with the String Data Type. Note that the content of fields cannot be copied if
they have been disabled with client scripting.

UPDATE 13 MOBILE NOTIFICATIONS

WINDOWS SUPPORTED VERSIONS
The Mobile Client Requirements in the Install/Upgrade Guides have been updated for the
Windows client to: "Any tablet or PC running a Windows 10 Semi-Annual Channel release
that is currently supported by Microsoft."

UPDATE 12 ENHANCEMENTS
SEARCH IN HTML HELP
The FSM Reference Guide in HTML format now has a Search function. This enhancement
does not affect the FSM business logic in any way, as it is strictly an HTML search confined
to the HTML-format reference guide.

Note that a modern web browser such as Google Chrome or Chromium-based Microsoft
Edge is required to use the HTML-based help. Internet Explorer is not supported.

2024-05-03 40
UPDATE 12 MOBILE NOTIFICATION
ANDROID MINIMUM VERSION
The minimum Android supported version is increased to Android 7.

UPDATE 11 ENHANCEMENTS
UPDATE 11 MOBILE ENHANCEMENTS
SIGNATURES
MOBILE CHANGES FOR SIGNATURE API
A new Signature API allows mobile designers to configure their solution to capture
signatures for practically any purpose. The baseline solution includes signatures for Task
Steps and Surveys. A Signature record is saved as an attachment in the database with
internal_type of ‘SIGNATURE.’ The Signature image is saved as a .jpg file in the attachment
directory.

Task Step Signature

The Task Step screen has been configured with client scripts to display Signer and Signature
fields when the task step has the Signature Required checkbox ticked. The Signature
Required setting is inherited from the Step when Task Steps are created from task
templates. The value can also be changed on individual Task Steps. The client scripts also
require entry of a signature before the step can be completed.

Survey Signature

The Survey screens have been programmed to capture a signature for a question that has a
control type of Signature. If a signature question is Required, the user must capture the
signature before proceeding to the next question.

2024-05-03 41
Signature Field

A new Signature Field can be added to Standard screens with Mobile Designer. Since a
signature is a special type of attachment record, the method is the same as adding an
Attachment Field. Tap the Attachment button after selecting the primary table on a
Standard screen. Then select any numeric column, set Signature in control type, and enter
an optional description.

Note: As with Attachment Fields, sync rules and custom metadata must establish the
relationship between the field and the attachment record.

Once the field is added, field properties can be set through field metadata and client scripts:

• Read Only, Required, and Visible can be set in metadata and via client scripts
• Allow Clear is set in field metadata. This new property indicates if the user is allowed
to clear the signature field after a signature has been captured.
• Sign Message ID is set in field metadata. This new property indicates the Mobile
Resource String message used to populate attachment_description.
• Signer Column is set in field metadata. This new property indicates the name of the
optional database column used to store the name of the person signing the record.

FSM CHANGES FOR SIGNATURE API

The following FSM Smart/Web Client screens have been modified to support the Signature
API.

Task

The Steps tab of the Task screen has been modified to display Signer, Signature, and
Signature Required fields in the expanded view.

2024-05-03 42
Steps

The Signature Required field has been added to the Steps screen.

ATTACHMENTS
Two significant enhancements have been made to the Attachment API introduced in FSM 6
Update 6. New configurable Attachment List screens have been added to Task and Quote
Workflow, and the ability to attach multiple files at once has been added to Attachment List
screens.

TASK AND QUOTE ATTACHMENTS

New DebriefAttachmentList and QuoteAttachmentList screens have been added to replace
the legacy Task and Quote Attachment screens that were deprecated in Update 6. The new
screens are active in the workflows and workflow menus of the baseline mobile design and
the legacy screens are inactive. During an upgrade of custom designs, the screens are
added into each design in an inactive state. Upgrading customers wishing to use the new
screens simply need to make them active and de-activate the legacy screens.

The Attachment API was enhanced to allow the new screens to be opened within workflow.
When opened through the Next button within workflow or from the workflow context (Jump
To) menu, the list screen will have a Next button. As on Attachment List screens opened
with a button, there will be no Global or Workflow menus available. When opened via
workflow, the Attachment API is programmed to always use the BaseAttachmentCard screen
when viewing and modifying attachments. The Attachments quick action button on Debrief
(Task) Workflow screens is programmed to open DebriefAttachmentList, if active. Otherwise,
it will open the legacy screen.

2024-05-03 43
MULTI-SELECT ATTACHMENTS
When adding attachments with the File Picker on Attachment List screens, users are now
able to select multiple files and attach them all at once. The method for selecting multiple
files varies by operating system. For example, multi-select mode is entered with a long press
on Android and with a Select button on iOS.

In FSM Mobile for iOS, the multi-select feature is available with the Files App option that was
added in Update 5 for iOS 13 and higher. We intend to add multi-select to the Photo Library
option in a future release.

UPDATE 11 MOBILE NOTIFICATIONS

IOS MINIMUM VERSION

The minimum iOS supported version is increased to iOS 11.

UWP MAP CONTROL

The Bing Maps control used for mapping features within FSM Mobile for Windows has been
replaced with a new UWP map control. With this change the mobile app now uses the Bing
Maps key stored in the BING_MAP_PROVIDER_KEY application parameter.

Notice: The UWP control requires a Bing Maps key with “Windows Application”
application type. A new key may need to be created if the key currently in use has a
different application type.

2024-05-03 44
UPDATE 11 FSM ENHANCEMENTS
WEB CLIENT – LOBBY AND SCHEDULE BOARD
A number of usability enhancements have been made to the Web Client in this release.

LOBBY IN A TAB
A lobby may be now embedded in a tab on a standard screen as shown below for the Place
screen. Baseline examples are provided for Place, Product, and Model. Note that these
examples are not automatically merged to existing custom Place, Product, or Model screens,
as it is expected customers will customize to their own needs. The key for the current
screen is passed to the lobby in the tab. Lobbies for use in a tab should be “mini-lobbies”
with a small number of elements in order to optimize screen load and retrieval times.

2024-05-03 45
MULTI-SELECT COMBO BOXES
You can now select multiple items in combo boxes with the web client in search panels.
When multiple values are selected the search will add the constraints as OR conditions.

WIDER SCROLL BARS

Scroll bars in the web client have been made wider and more visible to make them easier to
select and scroll.

SCROLLING IN SCHEDULE BOARD TASK RESULTS

The task results list view in the schedule board has been refined so that column headers
stay visible while scrolling.

COLOR CODING FOR CALENDAR EXCEPTIONS

Color coding for Calendar Exceptions is now available in Web Client schedule board. When
the “Is Available” check box is ticked for the exception, the description text of the exception
is now displayed.

Note that the colors must be specified with a valid six-character hex code for a “web-safe”
color. The smart client color picker has been enhanced to only return 6-character codes, but
pre-existing data may be incorrect.

CONFIGURABLE TASK CELLS IN SCHEDULE BOARD

The “Display field” option in the web client schedule board is now supported, where the user
can select which fields should be displayed on the task cell. The user can choose to show

2024-05-03 46
one line, two lines, or three lines on each cell in the schedule board and configure the fields
shown.

EDIT SAVED SEARCHES

The web client now provides an Edit Saved Searches option to allow users to edit and delete
saved searches.

REPORTSET BUTTONS
The web client now supports REPORTSET buttons to allow multiple reports on a single
request or other record, similar to the smart client.

CONFIGURABLE FINANCIALS
A new submenu Configurable Financials is now available under Financials>Pricing

This menu allows customers and consultants to create meta rules to more easily apply the
configurable financial settings. See the document ConfigurableFinancialsWhitePaper.pdf
referenced in the help link on these screens.

2024-05-03 47
INTEGRATIONS
PSO INTEGRATION – PRIVATE ACTIVITIES
The FSM<->PSO Integration has been enhanced to allow private activities (work calendar
exceptions) to be imported to FSM from PSO. Users will now be able to maintain work
calendar exceptions in either FSM or PSO and have full visibility of this data in both systems.
This enhancement requires PSO 6 Update 7 or greater in addition to FSM 6 Update 11.

PSO INTEGRATION – ADDITIONAL LINKED TASK FEATURES

The FSM<->PSO Integration has been enhanced with additional linked-task features
supported by PSO.

First, there is a new relationship type that supports sequential uninterrupted relationships
between two activities, i.e. Activity "B" must be done immediately after Activity "A" and no
other activities should take place in between. This is achieved via the ORDER_ONE_WAY
pre_co_req attribute value in PSO with the new "Immediately Proceeds" Predecessor Type in
FSM. Also, the COMBINED and ORDER_TWO_WAY relationships are supported as well with
the “Combined” and “Order Two Way” Predecessor Types in FSM.

Second, FSM now supports the max_delay attribute on the Activity_Groups. This optional
attribute can be used to define the time delay after start of prerequisite activity before which
activity must commence. To support this, there is a new max_delay attribute to the
task_predecessor_xref table, which is displayed on the Task Predecessors expander.

2024-05-03 48
IFS CLOUD INTEGRATION
A new baseline integration to IFS Cloud is now available. This integration offers same
functionality as the FSM<->IFS Apps integration, enhanced to work with IFS Cloud using
OData APIs. See Help->Documentation->Integrations-> FSM6 IFS Cloud Integration for
details

APPLICATION TROUBLESHOOTING TOOLS AND SAFEGUARDS

A number of enhancements have been made to enable investigation of performance issues
and safeguard against high memory and other performance issues.

RESET DIALOG FOR MOBILE LOG

The Mobile Log screen in the smart client now has a reset dialog similar to the server log to
set a time limit on how long more verbose log settings are in effect. When the Save button
is clicked the dialog will appear as shown below. Click OK to accept the default value of 30
minutes, or set a different time period. You can click Clear to clear the reset and log
changes will be permanent (not recommended).

ANALYZE USAGE MPM

The MX_U table has been enhanced with new columns to track the time messages take to
execute, and also detect any messages that are received but do not complete. A new MPM
called perform_analyze_usage can be called to analyze the usage, summarized in the
MX_U_R table. The MX_U table is now truncated on upgrade, and data saved is limited to
30 days.

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DATABASE CONNECTIONS IN PERFORM_HEALTH_CHECK
The perform_health_check MPM now returns a count of open database connections in
addition to previously returned information.

CLIENT LOG SCREEN

The Client Log for the Smart Client now has its own screen under Help->Client Log. The
client log will record messages sent by a single user with elapsed times as well as report on
memory usage and other information to help troubleshoot issues.

Check the Write To File checkbox to start client logging. You can change the file name in the
Log File Path and Name box. Click Save to save changes. Click Open Client Log to view the
contents of the client log.

Client logging should only be used while troubleshooting – turn it on only to diagnose issues
while working with support then turn it off after collecting the log. Do not leave it on for
normal usage of the application as the log file will grow to a large size and consume space.

HIGH MEMORY THRESHOLD

A new facility to prevent a single operation such as a large query from consuming excessive
memory is now available. The app param ABORT_HIGH_MEMORY_THRESHOLD is used to
set the threshold. If an operation exceeds the threshold the thread is aborted and the XML
message consuming the excessive memory is logged. This facility runs when the app param
ABORT_HIGH_MEMORY_THREADS is set to Y.

PURGE OLD RUN LOGS

Old Run Logs are now purged after a certain time to prevent excessive data buildup. The
length of time to save run logs is controlled by the RUN_LOGS_DAYS_TO_SAVE app param
which defaults to 30 days. Setting the app param to zero (0) will disable run log purging.

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ADDITIONAL ENHANCEMENTS
FSM REFERENCE GUIDE
The FSM Reference Guide has been converted to an HTML (web page) format. Minor
corrections have been made and more will be coming in future updates.

IFS LOGO UPDATED

Baseline FSM components have been updated with the new IFS logo. Note that screen
shots in documentation may still show the old logo – these will be updated over time.
Customer implementations where customers have configurated their own logo will not be
affected by this change.

LANGUAGE TRANSLATIONS UPDATED

New translations for baseline messages added since the last feature update are now
available for the 17 languages supported by FSM in baseline, listed below:

description code_value
Arabic AR
Danish (Denmark) DA-DK
German (Germany) DE-DE
English (US) EN-US
Spanish (Spain) ES-ES
Finnish FI-FI
French (France) FR-FR
Italian (Italy) IT-IT
Japanese JA
Korean KO
Dutch (Netherlands) NL-NL
Norwegian (Norway) NO
Polish (Poland) PL-PL
Portuguese (Brazil) PT-BR
Russia (Russian) RU-RU
Swedish (Sweden) SV-SE
Chinese (PRC) ZH-CN

Note that the web browser language must be set to one of the listed language/country
combinations to be fully supported. For example, set the browser language to French
(France) rather than just French.

2024-05-03 51
WAREHOUSE PORTAL
The Warehouse Portal has been enhanced for greater usability. After a serialed part is
added, the cursor is repositioned so the next serial can be entered without navigating the
cursor back to that field.

For non-serialed parts the cursor is positioned on the qty on hand column.

Lot-identified parts now have a separate page to allow entry of lot id, quantity and usable
state.

PREVENTIVE MAINTENANCE REQUEST GENERATION

The Contract and Product PM consolidation process has been redesigned to improve
exception handling so that all records are processed even when an exception occurs early in
the run.

UPDATE 11 FSM NOTIFICATIONS

.NET FRAMEWORK 4.8
The FSM Application Server now requires .NET Framework 4.8 to be installed on the server.
As this framework is included with Windows this should not require a separate install for
most customers. In the next feature update .NET Framework 4.8 will be required for
running the FSM Smart Client.

ANGULAR 11
The FSW Web client has been updated to use Angular 11 to match PSO.

2024-05-03 52
UPDATE 10 ENHANCEMENTS
FSM6 Update 10 is a support-only release containing only corrections. Customers on FSM6
Update 9 can upgrade with no impact other than receiving bug fixes. Customers upgrading
from versions earlier than Update 9 should upgrade to Update 10.

UPDATE 10 FSM NOTIFICATIONS

PARENT TABLE ACCESS GROUPS FOR CHILD TABLE API QUERIES ON INSERT/UPDATE/DELETE
In Update 9 parent tables were added to the access group check for child table access at
the API level in connection with case G2198640. This check has been extended to
Insert/Update/Delete operations as well.

UPDATE 10 MOBILE NOTIFICATIONS

MOBILE MESSAGING GUIDE NOW AVAILABLE
The FSM Mobile Messaging Guide is now available in the Documentation->Mobile menu.

UPDATE 9 ENHANCEMENTS
UPDATE 9 FSM ENHANCEMENTS
KEYCLOAK AUTHENTICATION
The Keycloak authentication provider (https://www.keycloak.org) is now supported for
Single Sign-On (SSO) authentication using Open ID Connect (OIDC). Keycloak acts as a
gateway to other identity providers beyond the Azure AD and AD FS providers already
supported by FSM. FSM can be set up to use Keycloak as its OIDC identity provider, and
then Keycloak can connect to other identity providers as shown below.

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See the FSM6 Update 9 OIDC Implementation Guide for more details.
Note: Keycloak is a complex product that must be hosted on a separate machine/VM. Azure
AD and AD FS continue to be supported directly by FSM, so there is no need or advantage to
be gained by configuring these IDPs with Keycloak.

KEYCLOAK INSTALLATION AND CONFIGURATION TO IDENTITY PROVIDER ARE THE

CUSTOMER’S RESPONSIBILITY. IFS ONLY SUPPORTS THE CONNECTION FROM FSM TO
KEYCLOAK.

WORKFLOW EXECUTION IN WEB CLIENT

Workflow execution in the FSM6 web client now includes the following features:

• Restart and Preserve buttons

• Breadcrumb navigation
• Image ID on Question
• Attachment ID on Question
• Execution Timer display
• Automatic button-press when entering embedded screen
(ExecuteButton property in Screen activity)
• Automatic navigation with Tab key (use Next button instead)
• Language dropdown

WEB CLIENT - SCREEN/FIELD LEVEL HELP

Screen and Field-level help is now available in the Web Client. Select View Information or
Show Field Help from the help menu to see this help as shown in the screen shot below

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WEB CLIENT – ENHANCED CLIENT SCRIPT EXCEPTION LOGGING
Client script exceptions that formerly appeared only in the console now show a message on
the screen with the name of the script and the event that was fired when the exception was
raised. In addition missing scripts now show a message as well. To prevent the message
from appearing, the developer of the script should fix the error in the client script code
causing the exception.

PARENT TABLE ADDED TO ACCESS GROUP FOR CHILD TABLE API QUERIES
Access Groups on the parent table are now taken into account when queries are done on
child tables through the API (XML queries and OData).

OUTPUT TYPE FOR REPORTS

A new Output Type setting is available in the Reports Admin screen to set the preferred
output type for a particular report. As shown in the screen shot below, the possible output
types are Report Viewer, .pdf, .doc (Microsoft Word old format), .docx (Microsoft Word new
format), .xls (Microsoft Excel old format), and .xlsx (Microsoft Excel new format). The default
is PDF format generated on the server.

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If the Output Type is left blank, then the default output type will be determined by the app
param ENABLE_SERVER_SIDE_CLIENT_REPORT_PROCESSING. For the smart client only,
this Y/N app param determines whether a client report is processed and rendered on the
server or on the local client with the report viewer. It does not affect the web client, which
always processes on the server. The default value is Y to always render on the server.
Some large reports that cannot be rendered on the server can be instead be rendered on
the local client using the ReportViewer window by setting this app param value to N.

IMPROVE VISIBILITY OF HOTFIXES AND DELIVERIES

The CURRVER table has been enhanced with a DELIVERY name field and DELIVERY_NOTES.

The DELIVERY name field and DELIVERY_NOTES will be populated from text file named
delivery.txt that must be added at the location where the FSM Installer (setup.exe) is run.

The first line of delivery.txt should contain the delivery name and the remaining lines will be
added to the delivery notes. The file should look like this example:
FSM6_U9_D029
Initial delivery of Update 9 to customer XYZ plus
uplifted customizations.

The delivery name can be up to 256 characters in length. The delivery notes are limited to
2000 characters.

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The delivery information is applied to the CURRVER table as part of the database upgrade
for FSM6 Update 9. A future update will apply it for application server hotfixes and
customization-only updates.

The Smart Client Help->About FSM screen will now show the latest installed delivery.

In addition, a new screen Admin->System->Deliveries will show the history of deliveries and
upgrades. This is simply a standard screen showing the contents of the CURRVER table.
Metadata for the Deliveries screen is added as part of the FSM6 Update9 database
upgrade.

If delivery.txt is not included in the installation, then the About FSM screen will show the
client version number as it has in the past and the Deliveries screen will show the baseline
version upgrade history.

UPDATE 9 FSM NOTIFICATIONS

WEB CLIENT .NET CORE 3.1.12
The web API layer for the FSM web client has been updated to run on .NET Core 3.1.12 in
order to include the latest security enhancements from Microsoft. There is no change in
functionality in the web client associated with this update as it will be transparent to end
users.

WEB CLIENT ANGULAR 9

The web client now uses the Angular 9 framework. There is no change in functionality in the
web client associated with this update as it will be transparent to end users. Other open
source libraries have also been updated and are listed in the
FSM6ThirdPartyUsageAndLicenses.pdf document.

NEW APP PARAMS

New application parameters have been added for the IFS/FSM integration. These are used
only if the IFS/FSM integration is active. The default value for these app params is NULL.

IFS_APPS_ACCESS_TOKEN_URL End point of authorization server to get the

access token.

IFS_APPS_ACCESS_CLIENT_ID Client identifier issued to the client during the

registration process.

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 IFS_APPS_ACCESS_CLIENT_SECRET Client secret issued to the client during the
registration process.

UPDATE 9 MOBILE NOTIFICATIONS

ANDROID 11
Android 11 is now supported by FSM Mobile for Android. When activating devices with
Android 11, users are required to explicitly set permissions in the Android app settings.

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UPDATE 8 ENHANCEMENTS
FSM6 Update 8 is a support-only release containing only corrections, no enhancements.
Customers on FSM6 Update 7 can upgrade with no impact other than receiving bug fixes.
Customers on earlier versions should upgrade to Update 8 rather than Update 7.

UPDATE 8 FSM NOTIFICATIONS

APP PARAM FOR REPORTS
A new app param ENABLE_SERVER_SIDE_CLIENT_REPORT_PROCESSING has been created
in conjunction with the correction for cases G2229667 and G2223642.

For the smart client only, this Y/N app param determines whether a client report is
processed and rendered on the server or on the local client with the report viewer. It does
not affect the web client, which always processes on the server. The default value is Y to
always render on the server. Some large reports that cannot be rendered on the server can
be instead be rendered on the local client using the ReportViewer window by setting this app
param value to N.

This app param does not affect SSRS Reports, which are deprecated and should not be
used for new report development.

UPDATE 8 MOBILE NOTIFICATIONS

ANDROID 11
FSM Mobile for Android does not support Android 11. Support for Android 11 is planned for
FSM 6 Update 9.

UPDATE 7 ENHANCEMENTS
UPDATE 7 FSM ENHANCEMENTS
WORKFLOW EXECUTION IN WEB CLIENT
This enhancement allows users to execute workflows in the FSM 6 web client.

The workflow designer remains in the FSM 6 Smart Client and will not be ported to the web
client. In light of this, workflow administrators must use the FSM 6 Smart Client to create

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and maintain workflows. This is a first step to bringing full workflow execution to the web
client and additional enhancements will be delivered in upcoming updates.

At this time workflow execution in the FSM6 web client excludes the following features:

• Restart and Preserve buttons

• Breadcrumb navigation
• Image ID on Question
• Attachment ID on Question
• Execution Timer display
• Automatic button-press when entering embedded screen
(ExecuteButton property in Screen activity)
• Automatic navigation with Tab key (use Next button instead)
• Language dropdown

MASS UPDATES IN WEB CLIENT

This enhancement brings mass-update functionality to the FSM 6 Web Client. For screens
which are configured to allow mass-updates, the Mass Update button will now automatically
appear and provide mass-update functionality in the FSM 6 Web Client.

AD-HOC REPORTS IN WEB CLIENT

This enhancement brings the ability to generate ad-hoc reports to the FSM 6 Web Client. Ad-
hoc reports are triggered by clicking the “Ad Hoc Reports” button on the Reports screen.
Doing so will present the user with a list of existing Ad-Hoc reports to choose from. Selecting
one of the reports will trigger its execution and present the report to the user. If any input
parameters are required for the report, then the user will be prompted to enter those. Ad-
hoc report maintenance features will not be moved to the web client and report
administrators must use the FSM 6 Smart Client to create and maintain ad-hoc reports.

SCHEDULE BOARD ENHANCEMENTS IN WEB CLIENT

This series of enhancements brings several changes to the schedule board in the FSM 6
web client. These changes include:

o Improvements to Task cell styling and content

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 o Addition of “Info” button to task result list which allows users to view additional task
details (via Task card) without drilling into task screen
o Addition of Y/N indicator on task result list to show whether there are any additional
open tasks at the same address
o Standardization of controls used on Resource card
o Removal of unnecessary whitespace
o Ability to view information for all tasks or resources at a single location on schedule
board map
o Pins for Tech’s start/end locations on schedule board map

UPDATE 7 MOBILE NOTIFICATIONS

ANDROID 11
FSM Mobile for Android does not support Android 11. Support for Android 11 is planned for
FSM 6 Update 9.

ANDROID PERMISSIONS
Unused systems permissions have been removed from the FSM Mobile for Android client.

FSM MOBILE SERVICE HELP

The help pages for the FSM Mobile Service APIs are no longer publicly available.

SECURITY IMPROVEMENTS
Several security improvements have been added to the FSM Mobile solution. As a result of
these improvements the FSM Mobile Service now utilizes POST messages. This requires
POST to be allowed on all firewalls, reverse proxies, etc.

APP STORE PRIVACY REQUIREMENTS

Starting December 8, 2020, Apple requires Admin users to enter data usage information
prior to submitting FSM Mobile for iOS to the App Store. See details here:
https://developer.apple.com/news/?id=vlj9jty9 .

2024-05-03 61
UPDATE 6 ENHANCEMENTS
UPDATE 6 MOBILE ENHANCEMENTS
ATTACHMENTS
A new Attachment API allows mobile designers to configure their solution to capture photo,
video and file attachments for practically any purpose. The baseline screen design includes
attachments for Task Steps and Surveys.

The Attachment API includes an Attachment Widget to capture many attachments related to
a single record and an Attachment Field for capturing a single attachment.

ATTACHMENT WIDGET
The Attachment Widget includes List, Full, Add, and Card screens. The List and Card
screens can be configured in Mobile Designer. Configuration is done with designer
metadata and client scripting. The Task Step screen now has an Attachment button to open
the Attachment List screen.

ATTACHMENT FIELD
The Attachment Field is for capturing a single attachment in any numeric field. The Full,
Add, and Card screens are used for viewing, inserting and editing attachments. Survey
Questions now have an Attachment control type and an Attachment ID field has been added
to the Survey Result.

Notice: The Survey Attachment feature is not included with the original release
of Update 6. A revision that includes the Survey Attachment functionality will be delivered in
September 2020 for all mobile clients.

PHOTO EDITOR
DS Photo Editor SDK has been embedded within the FSM Mobile for Android and FSM
Mobile for iOS apps to allow annotation of photo attachments. Users can easily add text to
or draw on photos. This tool replaces the deprecated Aviary SDK.

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GLOBAL FONT SIZE
All FSM Mobile clients now support font size configuration by individual users. Users can
adjust the font size in the device’s accessibility settings. Note that not all operating systems
allow adjustment of all user interface elements and using huge font sizes will have
limitations on what text can be seen.

CONFIGURATION/CLIENT SCRIPT FOR MOBILE CLIENTS

A new client script has been added, openAttachmentWidget. The future FSM Reference
Guide information for the new client script is below:

Function Description

openAttachmentWidget For mobile clients, launches the Attachment Widget

for configurable use of attachment functionality.

openAttachmentWidget
For mobile clients, launches a set of screens for configurable use of attachment
functionality, starting with a list of relevant attachments. This function requires
pertinent cache flags to be cleared and reset before being called.

Syntax
openAttachmentWidget(string attachmentListScreenName, string
attachmentCardScreenName, string transactionIdTableName, string
transactionIdColumnName)

Parameters
Parameter Description

attachmentListScreenName The name of the Attachment API List screen in

metadata that the widget should use for
rendering its list screen.

attachmentCardScreenName The name of the Attachment API Card screen in

metadata that the widget should use for
rendering attachment card fields.

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 transactionIdTableName The table name of the transaction key with
which any save logic in the widget will associate,
often mapped by workflow (e.g., for Debrief, task
… for Quote, quote).

transactionIdColumnName The column name of the transaction key with

which any save logic in the widget will associate,
often mapped by workflow (e.g., for Debrief,
task_id … for Quote, quote_id).

Return Value
None.

Example
executeScript("CLEAR_ATTACHMENT_WIDGET_CACHE");
setCache("AttachmentWidget__ParentTable", "task_steps");
setCache("AttachmentWidget__LinkTable", "task_steps_attachment");
setCache("AttachmentWidget__KeyName1", "task_step_id");
setCache("AttachmentWidget__KeyValue1", getControlValue("task_steps", "task_step_id"));
openAttachmentWidget("BaseAttachmentList", "BaseAttachmentCard", "task", "task_id");

Example – Using the Attachment Widget

On the DebriefOverview screen, I want to be able to use the attachment widget to
work with task_attachment entries related to my current task.
As such, I add a custom button to this screen, with the following script as its Control
Event.
The purpose of this script is to clear out the widget’s cache, set relevant cache values
to provide necessary context, and launch the widget using baseline screens and a
Debrief workflow-oriented transaction key.
executeScript("CLEAR_ATTACHMENT_WIDGET_CACHE");
setCache("AttachmentWidget__ParentTable", "task");
setCache("AttachmentWidget__LinkTable", "task_attachment");
setCache("AttachmentWidget__KeyName1", "task_id");
setCache("AttachmentWidget__KeyValue1", getControlValue("task", "task_id"));
openAttachmentWidget("BaseAttachmentList", "BaseAttachmentCard", "task", "task_id");

Aliases for Attachment Widget

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 The following three new aliases exists in two places: setControlEnabled() and
setControlVisibility().

ATTACHMENT_WIDGET_PHOTO – represents the Camera button on the list

screen of the Attachment Widget

ATTACHMENT_WIDGET_VIDEO – represents the Video button on the list

screen of the Attachment Widget

ATTACHMENT_WIDGET_FILE – represents the File button on the list screen of

the Attachment Widget

ADDITIONAL MESSAGE TYPE FOR MESSAGES ADDED

A new message type has been added for Mobile and will be added to the Reference
Guide.

Message Type Description

MM_FILTER_SORT A label displayed in a filter/sort bar in FSM Mobile.

Additional Message Type For Messages Added

UPDATE 6 MOBILE NOTIFICATION

TASK AND QUOTE ATTACHMENTS
The current Task and Quote Attachment screens are deprecated and will be replaced with
Attachment Widget configurable screens in a future release.

UPDATE 6 FSM ENHANCEMENTS

DELL BOOMI CONNECTOR
A connector for integrations using Dell Boomi will be available for FSM6 Update 6. The
connector is currently undergoing certification and will be available on the Dell Boomi web
site soon. Dell Boomi provides a cloud-compatible set of connectors and a point-and-click
development environment that makes integrations easy to develop. The IFS FSM6
connector for Dell Boomi uses the FSM OData RESTful API.

2024-05-03 65
PSO INTEGRATION – ENHANCED DSE BROADCAST HANDLING
This enhancement modifies how inbound DSE broadcasts are processed by the FSM/PSO
integration. Rather than updating Task data directly, the allocations and schedule
exceptions that are output from PSO are now written to a collection of new database tables.
This Pending Allocation and Schedule exception data is visible in new lists on the Scheduling
Tab of the baseline Task screen. Commitments which are sent through the Schedule
Dispatch Service will still result in updates to the Task data itself. The revised approach will
allow for users to enable the DSE broadcasts without negatively impacting system
performance or causing row concurrency exceptions. IFS still recommends setting the DSE
broadcast frequency to as low of a value as possible, but no longer recommends that the
DSE broadcast be disabled completely.

WEB CLIENT INPUT RULES

This enhancement enables the web client to execute business rules that require user input
values.

WEB CLIENT COPY MAPS

This enhancement enables the web client the ability to execute copy maps that require user
interaction similar to the copy map execution in the smart client.

DOCUMENTATION
INSTALL AND UPGRADE INFORMATION
New Third Party Usage and Licenses Document
A new document, FSM6 Third Party Usage and Licenses, has been created that provides
current information on third party usage and licenses for use during installations and
upgrades.

PORTAL
Dealer Portal User Guide
The Dealer Portal User Guide has been updated to reflect the new streamlined screens and
workflows.

2024-05-03 66
UPDATE 5 ENHANCEMENTS
UPDATE 5 MOBILE ENHANCEMENTS
PUSH MESSAGING
Push messaging is now available to speed delivery of notifications to mobile devices and
enable data synchronization while the FSM Mobile app is running in the background. Push
messaging is an optional feature. The mobile clients continue to pull messages from the
server and push messages to the server. The push messaging feature includes a scheduled,
silent push notification that triggers data synchronization when the app is not being actively
used. The feature also includes the option to mark extremely urgent notifications to be
delivered on-demand. On-demand push messages are not real-time but will typically be
delivered on a schedule faster than normal sync.

To enable push messaging, you must create an Azure Notification Hub (ANH) and configure
it to communicate with the Platform Notification System (PNS) for each operating system
used by your organization. The FSM Mobile push messaging feature supports ANH
configuration for Firebase Cloud Messaging (FCM), Apple Push Notification Service (APNS),
and Windows Notification Service (WNS) for Android, iOS, and Windows devices respectively.
See the Microsoft ANH documentation at: https://docs.microsoft.com/en-
us/azure/notification-hubs/.

BACKGROUND SYNC
With addition of the Push Messaging feature, it is now possible for data to synchronize when
the FSM Mobile app is not in use. A silent push notification is delivered to all mobile devices
on a timed basis. When the app is not being used in the foreground, receipt of the silent
notification initiates background synchronization to send and receive messages. This feature
improves the timeliness of data synchronization between the mobile clients and the FSM
server.

MOBILE DEVICE ADMINISTRATION

Several improvements have been made that simplify management of mobile users and their
devices.

➢ Setting Person Status to Inactive automatically deletes all Device (person_mobile)

records for that user.
➢ The mobile clients check for a valid device record as part of synchronization. If the
device record has been deleted, the user is prompted to re-activate.

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 ➢ The device’s Active flag (person_mobile.active) has been removed from all screens.
Deleting the device record is the proper procedure to remove unused devices.
➢ A new MOBILE DEVICE CLEANUP Scheduled Process has been created to run daily by
default. This process forces devices to Initialize if they have not synced since the
number of days configured in the DEVICE_LAST_SYNC_LIMIT application parameter.
Device records are deleted if they have not synced in three times the value in the app
param.

GLOBAL FONT SIZE

FSM Mobile for Android now supports font size configuration by individual users. Users can
adjust the font size in the device’s accessibility settings.

IOS 13 FILE PICKER

The FSM Mobile for iOS client running on iOS 13 or iPadOS 13 can now attach files to Tasks
and Quotes. Tapping the File Picker icon will give the user a choice to attach files from Photo
Library or Files App. Previous iOS versions will continue to open the Photo Library only.

BARCODE SUPPORT
Additional barcode types were added to the FSM Mobile for iOS client. The client now
supports all barcode symbologies supported by native Objective-C apps: Aztec, Code 128,
Code 39, Code 39 Mod 43, Code 93, Data Matrix, EAN-8, EAN-13, Interleaved 2 of 5, ITF-14,
PDF 417, QR Code, UPC-A, and UPC-E.

FSM FOR WINDOWS USER INTERFACE (UI) UPLIFT

The user experience of FSM Mobile for Windows has been improved with changes to the user
interface previously introduced for the Android and iOS clients:

➢ Color Slivers on List Screens - configurable color slivers that help you draw attention
to things that matter are now available on any List Screen.
➢ Global Menu - an improved, modern appearance with easier to read record counts.

FSM FOR WINDOWS LOCALIZATION

FSM Mobile for Windows has increased localization support using the Mobile Resource
String message translations. Most user-facing strings now use message translations to
display text in the user’s language. Additional localization improvements are planned for a
future release

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MOBILE NOTIFICATIONS
MICROSOFT DEVELOPER ACCOUNT
To enable Push Messaging for custom versions of the FSM Mobile for Windows app, a
Microsoft Developer company account must be established to register the app with the
Microsoft Store. See details in the FSMW Developer Guide.

FSM MOBILE FOR WINDOWS INSTALLATION

Due to changes for Push Messaging, the FSM Mobile for Windows installation procedures
have changed. The signing certificate must be manually installed. See details in the Install
and Upgrade Guides.

IOS SDK UPLIFT

Due to App Store requirements, the FSM Mobile for iOS client has been uplifted to the iOS
13 SDK. This requires building the solution with XCode 11. The notices from Apple can be
found at: https://developer.apple.com/news/?id=03042020b and
https://developer.apple.com/news/?id=03262020b.

APPLE BUSINESS MANAGER

Apple's Volume Purchase Program (VPP) has been deprecated and customers using VPP for
distributing the iOS Mobile client will need to enroll in Apple Business Manager (ABM) by
December 1, 2020. Customers currently using VPP can enroll in ABM and then invite
existing VPP Purchasers to the new ABM account. See details outlined at
https://support.apple.com/en-us/HT209617.

FSM MOBILE FOR IOS PHOTO EDITOR

The previously deprecated Aviary SDK for editing photos in FSM Mobile for iOS has been
removed due to App Store restrictions. A replacement will be added in a future release.

UPDATE 5 FSM ENHANCEMENTS

SOLUTIONS NOW SUPPORTED IN WEB CLIENT AND TECHNICIAN PORTAL
User now can now select and view Solutions from the Web Client, as well as the Technician
Portal. The functionality in the Web Client is like the functionality of Solutions in the Smart
Client. Please see the Portal section of this document for more information on Solutions in
the Technician Portal.

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In the Web Client, Solution selection/viewing is accessible by clicking the "Solution" button
on the Request screen. A display badge on the Solution button shows how many potential
solutions match up with the current request. Clicking on Solution button will present a list of
matching solutions for the request that is selected. Users can select one of the Solutions in
the result list and the Solutions screen will be presented. A ranking control that users can
use to view and rank solutions is included.

SCHEDULE BOARD
IMPROVED SCHEDULE BOARD MAP ICONS AND USABILITY
• The Map feature of the Schedule Board in the Web Client has been enhanced so the
viewer can see more information at a glance. This feature includes icons and text
that contain critical information such as Technician Name and Status, as well as Task
ID and Status.
• Schedule Board in web client now allows configurable display of past and future jobs.
Selecting the gear icon enables the user to change past days and future days
settings.
• Schedule Board in the web client now enables the user to select and view 2 or more
technicians for a chosen team on the Schedule Board map. Users will still only be
able to display one team at a time, however, they will have the option of displaying
the jobs for all the technicians on one team. A multi-option droplist on the technician
combobox is used for this feature.

SERVICE
TASK STATUS FLOW
The Task Status Flow enhancement has been expanded to the Web and Smart Clients,
allowing users to control the direction of the status flow. Task Status Flow lets customers
configure task statuses such that when a task has a certain task status value, users will only
be allowed to change it to the pre-defined next task statuses. If the current task status does
not have any defined next statuses, then all task statuses would be considered valid (as it is
today). An example of using Task Status Flow would be if a task is in Committed status the
next valid task statuses might be "Accepted" or "Rejected". In this case, if an end-user is
looking at a task that currently has task status value of "Committed", then the task status
combo box should only contain the values "Committed", "Accepted" and "Rejected" for the
end-user to select.

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Task status flow also has an optional "Comment Required" feature. This means that when
this next status is selected, that the user must enter a comment as to why this status is
being selected. If a comment is entered, then this value goes into the
task.task_status_comment field when the task_status update takes place. As this value is
only temporarily stored on the task (it will go away when the next task status update occurs),
customers can choose to move this from task to task event via business rule.

Task status flow includes a "Confirm Required" flag feature. When this feature option is
selecting using a checkbox, the software presents a confirmation message to the user to
make them verify that they want to make the changes. For example, if the end user chooses
to cancel a task, they would be presented with a confirmation message stating "Do you
really want to cancel this task? (Yes/No)". If they say Yes, then the status changes to
Cancelled, but is not immediately stored. If they say No, then the task status remains at the
original value.

WEB CLIENT
HTML EDITOR FOR NOTIFICATION MESSAGE SCREEN IN WEB CLIENT
The HTML EDITOR button on the Notification Message screen has been added to the Web
Client. This feature allows users to create rich text HTML notification messages when in the
Web Client.

SUPPORT FOR EMBEDDED WEB PAGES IN WEB CLIENT

Embedded web pages in the Web Client is now supported, (where allowed by a target web
site). This feature allows for embedded web pages to be added. For example, a custom map
could be embedded in a child/sub tab on the Place or Address screen.

SUPPORT FOR OR (PIPE) OPERATOR IN WEB CLIENT REPORT PARAMETERS

The use of the pipe symbol, or the "|" symbol, in parameter values is now available in the
Web Client. This will allow the generation of reports with multiple values (for example,
Request IDs 123|442|897).

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SMART CLIENT
• A notification is now displayed on the Smart Client when the client and server
major/minor versions do not match (for example, when an Update 5 client is run
against an Update 4 server).

PORTALS
BASELINE PORTAL SCREENS SIMPLIFIED AND NEW FEATURES ADDED
Technician Portal

The Technician Portal screens have been simplified and new features added to provide a
more efficient and effective user experience. Simplifications and features include:

➢ New Features:
o Solutions: The ability to add and view solutions is now available in the
Technician Portal. A solution is a set of information that the technician can
view to help them complete their task. This could include special part
replacement instructions as well as training material. A new Solutions Screen
has been added. Please refer to the Technician Portal User Guide for more
information.
o Escalation Person: The ability to provide the contact names for escalations
has been added to the Technician Portal. Escalation’s can be added in the
Request screen.
o Time and Expenses: A new screen has been added for Technicians to include
their time and expenses for internal use.
o Product Structure: The ability to view the product structure of certain models
and products has been added.
➢ Screen changes:
o Profile Screen: Tabs removed include Details, Security, Addresses, Printers
and Attributes. The user will now change their password in the Password field
in the Profile Screen header.
o Products Screen: Tabs removed include Part Usage and Labor and Expenses.
Users can find this information using the Requests tab and selecting the links
to the request.

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 o Task Screen: Task header fields and Details tab fields adjusted for ease of
use.
o Request Screen: Details tab removed. Header fields adjusted for ease of use.
Tabs added include Quotes, Events, SLA’s and Escalations.
o Other screens: Minor changes may have been made in the Technician Portal
screens.
➢ Technician Portal Menu: Contacts menu item has been removed. New menu items
include Solutions, Product Structure, Time and Expenses and Escalation Person.

Repair Portal

The Repair Portal screens have been simplified and new features added to provide a more
efficient and effective user experience. Simplifications and features include:

➢ New Features:
o ECOs (Engineering Change Orders): The ability to view Engineering Change
orders that the manufacturer has requested is now available in the Repair
Portal. A new screen has been added that enables the Repair technician to
view repair instructions for specific models or products for use when making
requested repairs to new or recalled products.
o Time and Expenses: A new screen has been added for Repair Technicians to
include their time and expenses for internal use.
➢ Screen changes:
o Profile Screen: Tabs removed include Details, Security, and Attributes. The
user will now change their password in the Password field in the Profile
Screen header.
o RMA Screen: Tab removed includes Parts and Labor. New tabs include Part
Needs, Part Usage as well as Labor and Expenses. The Change Contact button
has been removed from the header.
o Other Screens: Minor changes may have been made in the Repair Portal
screens.
➢ Repair Portal Menu: New menu items include Time and Expenses, and ECOs.

Dealer Portal

The Dealer Portal screens have been simplified to provide a more efficient and effective
user experience. Simplification include:

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 ➢ Screen Changes:
o Profile Screen: Profile screen has been reduced to the header only with
limited fields. All other tabs have been removed. The user will now change
their password in the Password field in the simplified screen.
o Other Screens: Minor changes may have been made in the Dealer Portal
screens.

FINANCIALS
FREE COPIES OPTION FOR METER BILLING
User are now enabled to set an amount of 'free usage' to be applied to a contract meter
plan. This usage is factored in post usage calculations by applying this to the contract once
the billable usage has been calculated including allowances and weighting. It can remain
effective for the life of the contract or until the expiration date has been reached. The
amount can be adjusted by the user at any time, which can the lengthen or shorten the
amount of free coverage. If a contract is copied or renewed the usage amount moves along,
but the amount used is set back to zero.

DYNAMIC SCHEDULING
REQUESTING ONE TIME DSE BROADCAST FROM DYNAMIC SCHEDULING: NEW MPM
Customers now have the ability to see pending task assignments within FSM. A new MPM
named perform_request_dse_broadcast has been added. This MPM will take dataset_id
and time_horizon_minutes as input parameters and then issue a one-time broadcast
request to the Dynamic Scheduler. Customers will be able to invoke this MPM via an FSM
Scheduled Process,

Caution: Users are strongly advised against enabling full DSE broadcasts due to
the frequency and volume of data that this results in, which may overwhelm the system.

Caution: Users must not create scheduled processes for this MPM with an
interval less than every 30 minutes or they will overwhelm the system with the number of
updates that would be sent in a high-volume environment.

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START ACTIVITY DEFINITION FOR SLA PERIOD.
A new attribute will be used to defines whether the start of an activity must be
scheduled within the defined SLA period. A Boolean attribute START_BASED has been
added to the THREESIXTY_SLA_TYPE table and will send its value to the Dynamic Scheduler
with Activity_SLA data. For existing or new THREESIXTY_SLA_TYPE records, this value
should default to true.

DOCUMENTATION
HELP DOCUMENTATION
Custom Help Documentation is now available in the Web Client and is used similar to the
Custom Help Documentation in the Smart Client.

OIDC
PORTALS
TECHNICIAN AND REPAIR PORTAL USER GUIDE UPDATES
Updates to the Technician and Repair Portal User Guides have been made that reflect the
new features and simplifications implemented for FSM6 Update 5.

NEW DEALER PORTAL USER GUIDE

The Dealer Portal User Guide helps the dealers and distributors quickly and easily submit
and track warranty claims when using the manufacturer’s Dealer Portal, saving the
manufacturer time and money. This guide includes examples of how the user enters a
warranty claim, including entering expenses and labor, confirming warranty on products,
posting the claim for adjudication by the manufacturer and views the claim activity. Basic
process information about the Search functions, as well as how to log in and change their
password is included, as well as a Dealer Lobby overview.

INSTALL AND UPGRADE GUIDES

The install and upgrade guides have been harmonized and streamlined. The information
flow in the guides has been standardized, allowing customers, partners and consultants to
more easily find and follow the information they need when installing and upgrading FSM
both in the On-Premise and Azure Cloud environments.

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ADMINISTRATION
VALIDATION OF APP PARAM VALUES
A new enhancement validates the values of baseline application parameters using regular
expressions.

LOGGING OF SERVICE MONITOR ENGINE (SME) ERRORS

A new run log type Service Monitor Engine Error has been added for tracking Service Monitor
Engine errors when executing time commitments, update operations, and manual SME
messages.

AUTOMATIC TIMEOUT FOR INCREASED SERVER LOG SETTINGS

When increasing server log settings, a popup dialog now appears allowing the administrator
to specify a time period for reverting settings to default levels. The default timeout is 30
minutes.

MOBILE SERVER LOG DOWNLOAD FROM SMART CLIENT ON AZURE

For Azure Cloud installations only, new buttons have been added on the Studio->Tools-
Mobile Log control to download the Mobile Service Log and Mobile Message Log.

LICENSING
Maximum number of FSM licenses in each category increased to 99,999.

REPORTS
FSMVSPACKAGE ADD-IN
The Report Viewer add-in has been enhanced to improve to include an option that updates
the report metadata tables automatically when selecting. An Update Metadata button has
been added in the FSMVSPackage add-in for developing client reports in Visual Studio that
updates the report metadata directly from the add-in.

FSM USAGE REPORT

A table and MPM for summarizing the data used in the FSM usage tracking report has been
added to reduce data growth over time.

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INTEGRATIONS
OUTBOUND RESTFUL API CALLS
An enhancement enables JWT authentication for outgoing restful calls from Integration
Framework providing a more modern restful call. This enhancement includes the JSON
formatting for outbound RESTful calls will follow a more standard pattern.

ODATA ESCALATION APPROVAL/REJECTION

The OData interface for calling Escalation Approval/Rejection has been enhanced so that it
can be called from an email link. New App Params AUTO_ESCALATION_USER and
AUTO_ESCALATION_PASSWORD have been added to support this functionality. Note that
this new functionality replaces the MetrixRestService, which has been removed.

ODATA BINARY DATA UPDATE

Support has been added for updating binary data such as attachments and images via the
odata.mediaEditLink.

SECURITY
INTERNAL USERS
We no longer require a default username and password to be defined in the web.config files
for Mobile or the Portals. These fields have been removed from the installer as well.

PASSWORD HASHING
The password hashing algorithm has been changed to disallow use of the hashed password
from the database. Any integrations or other processes that have been using the hashed
value will need to be modified to use the actual password.

ORACLE STATEMENT PARSING

Restrictions on dropping baseline tables and indexes via the SQL Query Tool have been
implemented for Oracle as well as SQL Server and Azure.

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CLOUD
REDIS CACHE REMOVED
The use of the Redis Cache on Azure was deprecated previously and has now been removed
as an installer option. A new internal mechanism provides the same functionality with more
reliability and less overhead.

NOTIFICATIONS
The MetrixRestService and MetrixLinkService modules have been removed. The
functionality is replaced by the OData API and the Web Client.

UPDATE 4 FSM ENHANCEMENTS

SURVEYS ARE NOW AVAILABLE IN THE WEB CLIENT
Survey functionality is now available in the Web Client. The Survey function enables you to
collect information for a variety of uses; For example, getting feedback from your customers
after a call center interaction or to collect information from your field technician after they
complete a service call.

APIS ENHANCED FOR ADDITIONAL FUNCTIONALITY

Our new OData REST APIs, are enhanced as follows:

• A new $orderby option enables you to determine the order of query results.
• A new $skip option enables you to skip several records before returning query results.
• Views can now be queried and updatable views such as std_part_price_view can be
written to. All table categories are available, including metadata tables (query only).
• You can now query and update binary data such as images and attachments.
• Multiple operations can be batched into one transaction using a new endpoint.
• You can now get a token using PerformLogin with basic authentication.
• Single Sign On authentication using OAuth 2.0 and OIDC is now supported.
• Read-only and no-delete are added to the OData person access permissions.

Important: Users should always read the documentation prior to implementing REST APIs.

For more information, see IFS Field Service Management FSM6u4 OData REST APIs.

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INSTALL AND UPGRADES

DATABASE MASTER DEMO TRUNCATION SCRIPTS

Truncation scripts are now included in the installation package to enable you to more easily
remove Master Demo data from production environments. Each database platform has a
script associated with it.

A new database script, FSM6_truncation, is found zipped in each of the following database
directories of the installation package:

• \DatabaseData\Azure
• \DatabaseData\Oracle
• \DatabaseData\SQLServer

There are two methods you can use to remove the Master Demo data:

For both methods, first identify which database platform you are using.

1) To remove data from your database, you can manually unzip the FSM6 truncation script
for your database platform and run the script.
2) To install a clean version of your database for production, copy the appropriate FSM
truncation script for your database platform into the installation package. The script will
run automatically.

REDIS CACHE DEPRECATED

The Redis cache feature in the FSM Installer is deprecated.

OTHER INSTALL AND UPGRADE ENHANCEMENTS

FSM6 will now provide warnings of some of the common conditions that can affect your
upgrade, such as very large tables, certain table constraints, or too-short timeouts, using a
new database script that runs prior to the upgrade. This script, FSM_DB_Checker, can also
be run proactively in order to find and resolve issues prior to the upgrade window. This
script is available for each supported database platforms and can be found in their
respective folders:

• \DatabaseData\Azure
• \DatabaseData\Oracle
• \DatabaseData\SQLServer

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The screen merge process is now part of scheduled processes and will run automatically
once the application server starts during an upgrade. The record is inserted by the database
scripts into the service monitor engine (SME) directly and will not be seen on the scheduled
process screen.

PORTALS
CUSTOMER PORTAL REQUEST CONTROLS
A new enhancement enables you to select which of your customer portal users should have
the ability to create requests. Users that are restricted from creating requests can still view
existing requests. This feature is implemented using roles.

• A new function type, CUSTPORTAL, is added. This function type enables you to sort
customer portal-related functions together enabling you to find these functions
easily.
• A new function, REQUESTCREATEUPDATE, is added.
• A new role, REQUESTCREATEUPDATE, is added. The new function is added to this
role. This role must be added to users you want enabled to create requests.

Currently, all Customer Portal users can create requests. During installation, the role
REQUESTCREATEUPDATE is assigned to all current users with a CUSTPORTAL license type,
enabling them to create requests. If you want to remove the ability for some, or all, of your
customer portal users to create requests, do the following:

• To remove the ability for individual Customer Portal users to create requests, remove the
REQUESTCREATEUPDATE role on the Roles tab of the user’s Person record.
• To remove the ability of all Customer Portal users to create requests, select the disabled
option for the REQUESTCREATEUPDATE function on the REQUESTCREATEUPDATE role
on the Roles screen

CALLING PERFORM MESSAGES WITHIN CUSTOMER PORTAL

A new enhancement enables to you to configure the Customer Portal to call perform
messages within the Customer Portal. You can configure the Customer Portal to call either
baseline perform messages or custom perform messages.

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A new screen, Metadata Editor, is added to the UI Designer feature of Customer Portal. This
screen is used to edit Customer Portal screen metadata and to specify how and when
perform messages are called and how to process the results.

For more information on how to use this new feature, see the FSM6u4 Customer Portal
Guide.

PRODUCT STRUCTURE ADDED TO TECHNICIAN PORTAL

The ability to view and update product structures is added to the Technician Portal. The
Product Structure tab is located on the Products screen and the Product Structure option
has been added to the Technician Portal menu.

TECHNICIAN PORTAL UPDATES

Technician Portal fields and functions are updated to better support Technician Portal users.

SURVEY FUNCTIONALITY AVAILABLE IN PORTALS

Survey functionality is now available in the Technician and Repair Portals.

FINANCIALS
EXCLUDING PRICING SOURCES FROM REPRICING
Pricing sources can now be excluded from repricing using business rules. A new field, Pricing
Source Exclusions, is added to the Configurable Financial Settings screen. In this field you
can specify a comma-separated list of pricing sources you want to be excluded from
repricing. When repricing occurs, the systems checks the list, and if the pricing source
matches a pricing source specified for exclusion from the list, repricing is not performed on
that pricing source. Repricing will be performed on all pricing sources not on the list.

BEST PRICE
A new enhancement enables you to apply the best price after pricing calculations based on
your best price preferences. A new field, Best Price, is added to the Configurable Financials
Settings screen. This field has three values specified by a drop-down list:

• Blank field or null value—applies the first calculated price

• Highest—applies the highest calculated price
• Lowest—applies the lowest calculated price

By default, the first price that meets the criteria during pricing rule evaluation is the price
that is applied. When the Best Price field has a value of highest or lowest specified, all

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pricing rules are evaluated, and the highest or lowest price from the pricing rules is selected
and applied.

CURRENCY FORMATTING ON PRICING SCREENS

Currency amounts are now formatted based on the specified currency value. For example,
four thousand three hundred in United States Dollars appears as $4,300.00, and in British
Pounds as £4,300.

DYNAMIC SCHEDULING
LEGACY SCHEDULING WORKBENCH REMOVED
The legacy Scheduling Workbench and associated parameters are removed. The legacy
Scheduling Workbench is no longer embedded with the FSM smart client. If desired, the
legacy Scheduling Workbench can still be accessed through a web browser.

SCHEDULE STATUS SOURCE ON TASKS SCHEDULED BY DYNAMIC SCHEDULING

A new Schedule Status Source field on the Scheduling tab of the Task screen indicates
whether the schedule status was set manually or automatically. To accommodate this
enhancement, a new FSM code table, scheduling_status_source is added.

DYNAMIC SCHEDULING MECHANISM TYPE “SLA” DEPRECATED

The SLA (Service Level Agreement) value on the threesixty_mechanism_type is deprecated
and is no longer used. It is removed from the FSM code table.

DYNAMIC SCHEDULING APPLICATION PARAMETER DEPRECATED

The Dynamic Scheduling application parameter THREESIXTY_INPUT_FOLDER is no longer
used in the cloud. THREESIXTY_INPUT_FOLDER is still available for on premise.

DOCUMENTATION
DOCUMENTATION AVAILABILITY
The FSM customer documentation suite is now available within the FSM Smart and Web
Clients. A new menu item, Documentation, is added to the Help menu item in the FSM Main
menu, which is located on the left side of FSM screens in the Smart Client and on the
navigation bar in the web client. When you expand this menu item, a list appears with links
to various guides including the Introduction guides, Setting Up guides, and Reference guide.

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The documentation menu and submenus can be enabled and disabled using roles as with
other FSM menus. Documentation is still provided in the installation package.

SAMPLE XML RULE SCRIPTS

The Setting Up Business Rules guide is enhanced with a set of sample XML scripts you can
use when setting up your own XML business rules.

These scripts are delivered as a set of XML files included in a ZIP file and linked to the
screen Help button of the Custom Processes screen.

ADMINISTRATION
VIEWING ENCRYPTED PARAMETER VALUES
A new enhancement enables FSM administrators to view unencrypted values that were
encrypted upon save. A new button, Decrypt, appears on the App Param screen for those
parameters with encrypted values. When the administrator has a role with the
IS_ADMIN_ROLE function specified, clicking the Decrypt button decrypts the encrypted value
of the associated application parameter.

MINUTE INTERVALS FOR SCHEDULED PROCESSES

Scheduled processes are enhanced to run at intervals less than an hour and can be
specified in minutes. A new value, Minutes, can be specified in the Period Type field on the
Scheduled Processes screen. Values from 1 to 59 minutes can be used.

The timer used for scheduled processes does not maintain exact intervals
and might drift over time.

MICROSOFT MESSAGE QUEUES DEPRECATED AND REPLACED

Messages will no longer use Microsoft Message Queues (MSMQ). Instead, the messages
are moved to Scheduled Processes in the database for the Service Monitor Engine (SME) to
process, improving portability and reducing issues with multiple servers.

Items currently in message queues are moved during upgrade to scheduled process entries.
The messages moved to scheduled process entries include:

• perform_send_to_monitor MPM
• Scheduled processes

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• Mobile replications (currently using perform_send_to_monitor)
• Time commitments

SCHEDULED PROCESSES
Scheduled processes have been enhanced as follows:

• More period types are available.

• Load-balanced servers are accommodated so processes don’t run more than necessary.

ENHANCED PART SCREENS

New tabs, Products and Service History, appear on the Part screen. The Products tab lists
the products which have the specified part. The Service History tab provides a list of the
requests for products with the specified part. These tabs are read-only.

ENHANCED MODEL SCREEN

New tabs, Products and Service History, appear on the Model screen. The Products tab lists
products which have the specified model. The Service History tab provides a list of requests
for products with the specified model. These tabs are read-only.

METRIXRESTSERVICE DEPRECATED
MetrixRestService is deprecated and is replaced with functions in the OData Rest API. It will
be removed in a future release.

OTHER ENHANCEMENTS
• Solution functionality is added to the Web client.
• You can change expired passwords on the Web client login page.

REMOVED APPLICATION PARAMETERS

The following application parameters have been removed.

• EBAY_COUNTRYID
• EBAY_DEFAULT_SANDBOX
• EBAY_FOR_SALE_BIN
• EBAY_SANDBOX_TOKEN
• EBAY_SITEID

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UPDATE 4 MOBILE ENHANCEMENTS
ENHANCED MOBILE NOTIFICATIONS
Notifications to mobile devices have been enhanced as follows:

• Localized notifications appear on all mobile clients when the message is synced from the
server.
• A new tab, Mobile, is added to the Notification Message screen. On this tab, you can
specify a client script and up to nine data points used as arguments to the client script.
When a mobile user then receives the notification and taps it, the client script is
executed.
• A new baseline client script, urgent_task_action is added. This is used to navigate to the
DebriefOverview screen using a task ID identified as data point 1.

Additional improvements for background synchronization are planned for FSM6 Update 5.
These improvements will enable you to receive mobile notifications when the FSM app is not
in the foreground.

CONFIGURABLE HOME SCREEN TILES

The Home Screen has been enhanced to display three to eight tiles. You use Mobile
Designer to select tiles you want to appear on the Home Screen.

FSM FOR WINDOWS LOCALIZATION

FSM for Windows has enhanced localization support using the Mobile Resource String
message translations previously supported in FSM for Android and FSM for iOS. Most user-
facing strings now use message translation to display text in the user’s language.

Additional localization improvements are planned for FSM6 Update 5.

ENHANCED MOBILE REPLICATIONS

Mobile replications have been enhanced to use schedule processes. A new Mobile
Replications scheduled process is created. This new process is inactive by default and when
activated, processes mobile replications every five minutes. Because mobile replications are
now scheduled processes, administrators can more easily see when replications last
occurred and can track whether and by whom processes are changed.

Replications are automatically converted to a schedule process during upgrade.

On the Sync Rules screen of FSM, the Start/Stop Replications button is removed.

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 After upgrade, check that the replication is running by accessing the
Scheduled Processes screen and ensure the replication is marked as
Active (the Active option is checked.)

NEW DEVELOPER GUIDES

• The FSMA Developer Guide provides guidance on using the Software Development Kit
(SDK) for those rare cases where a specific business requirement cannot be met by
configuration only. This document is for FSM Mobile for Android (FSMA) and is bundled
with the SDK.
• The FSMI Developer Guide provides guidance on using the Software Development Kit
(SDK) for those rare cases where a specific business requirement cannot be met by
configuration only. This document is for FSM Mobile for iOS (FSMI) and is bundled with
the SDK.
• The previously-released FSMW Developer Guide is bundled with the FSM Mobile for
Windows (FSMW) SDK.

ENHANCED TASK RECEIPT

The feature to record the first time a Task is received on a device has been improved to
allow configuration of the Event Type. The new RECEIVED_TASK_EVENT application
parameter is empty by default. To configure the feature, populate the parameter with a valid
event_type and create a Task Event Generation business rule to insert a task event when
LAST_RECEIVED_PERSON_ID changes from empty to populated.

CONFIGURABLE FILTER AND SORT

Configurable filter and sort options on the Work List and Receiving List screens available for
the Android and iOS FSM Mobile applications in FSM6 Update 2 are now also available in
FSM Mobile for Windows. These previously hard-coded features can now be configured
using Designer. The filter or sort criteria can be entered as plain text or as a client script. For
example, the content of the “New” filter option on Work List is “task.task_status = ‘OPEN’.”

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UPDATE 3 ENHANCEMENTS
UPDATE 3 FSM ENHANCEMENTS
ODATA REST APIS
FSM6 Update 3 introduces the FSM OData Rest APIs, which makes integration with FSM6
easier. The OData Rest APIs provide several thousand RESTful Application Programming
Interfaces (APIs) to query and update FSM data using simple web-based URLs and basic
HTTP methods such as GET and POST. To enhance security, the use of the APIs is limited to
certain specified users. The REST APIs support the OData and OpenAPI standards.

The new APIs will support integrations with third-party applications and do not replace the
internal APIs used for FSM clients. Previously existing integration interfaces such as the
SOAP XML endpoints also continue to be supported.

The FSM OData API provides these key features:

• Security and authorization using standard HTTP headers

• Create, read, update, and delete operations for FSM tables
• Query using standard OData filtering, including ability to query on child tables
• Ability to call FSM Perform methods (MPMs)
• Custom tables, fields, and perform methods supported (metadata-driven)

See the FSM6 OData REST APIs document in the Integration document folder for more
information.

ENHANCED CONFIGURABLE FINANCIALS

The following enhancements to configurable financials enable you to have more flexible
control over pricing.

• You can now add a limit to the number of adjustments that are applied to a price and
you can apply these limits by a pricing rule.
• You can now specify the order in which pricing adjustments are applied for contract, part,
and non-part pricing. After the specified adjustments are applied in the given order, the
rest of the adjustments are applied, subject to the new limit to number of adjustments.
• You can now override default currency with a new default currency or currencies
specified using the Configurable Currencies screen.

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For more information on configurable financials, see “Pricing” in the IFS Field Service
Management Reference Guide.

NEWER ORACLE VERSIONS SUPPORTED

FSM6 Update 3 now supports Oracle 18c and Oracle 19c.

UPDATING ROTA USING NEW MPM

An enhancement to dynamic scheduling adds a new perform message,
perform_send_rota_data_to_dse. This message is now used to send rota information from
the Advanced Resource Planner (ARP) to the Dynamic Scheduling Engine (DSE).

We recommend you set this perform message to run using a scheduled job at an interval
you choose. Manual rota updates can also be performed using the Scheduling Manager
screen of FSM.

SENDING ADDITIONAL ATTRIBUTES TO DYNAMIC SCHEDULING

A new screen, Additional Attributes, enables you to send additional attributes to Dynamic
Scheduling when sending activity, resource, or location information.

When sending this information, you can specify information from the following tables be sent
as additional attributes:

• Address
• Person
• Place
• Product
• Request
• Task

You specify the attribute label to assign. For example, when sending resource information,
you can specify “Birthday” as the label when sending person.date_of_birth.

AUTOMATIC SCREEN MERGE DURING INSTALLATION

FSM6 will now automatically merge new baseline screen elements into your custom screen
configurations. FSM6 updates will no longer require the separate, manual screen merge
process after installation. The new screen merge process is part of the installation process
itself and occurs after clients are installed.

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 FSM6 no longer contains summary tabs and the new automated merge
screen process will not update your existing summary tabs. Any new
content added during updates to the FSM6 tabs, such as new columns,
will need to be updated manually to your existing custom summary tabs

Custom screens will still need to be inspected and necessary adjustments

made using the UI Designer in Studio.

SKYPE FOR BUSINESS INTEGRATION

You can now use Skype for Business in Schedule Board, making it unnecessary to leave
Schedule Board to contact a field technician. A Skype for Business link is added to resource
cards for your field technicians on Web client’s Schedule Board that uses their Skype
address to contact them. You specify the address using the Skype Name field on the Details
tab of the Person record.

SETTING VISIBILITY WITH CLIENT SCRIPTS

New client scripting functions for the Web client enable you to control the visibility of a tab
group (all tabs on a screen) or a tab item (one tab on a screen).

• setTabGroupVisibility sets the visibility of the tab group specified by the name to the
supplied value.
• setTabItemVisibility sets the visibility of the tab item specified by the view id to the
supplied value.

For more information on using these functions, including examples, see “Web Client
Scripting” in the IFS Field Service Management Reference Guide.

SUPPORTED VERSIONS OF MICROSOFT EDGE

With this release, Microsoft Edge is no longer supported. A newer version of Microsoft Edge
will be supported when it is released for Windows 10. You can identify your version of Edge
by viewing the bottom of the Edge Settings pane, where the rendering engine name and
version appear under the heading About this app. The ChromiumHTML rendering engine
name identifies the version of Edge that will be supported.

Supported browsers now include Safari and Google Chrome.

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DATA LOCALIZATION FOR MODEL, PART, AND ATTRIBUTE
A new enhancement expands the ability to specify descriptions for Model, Part, and Attribute
records based on the user’s language. This enhancement allows you to make these items
more understandable to the user by using words or terminology based on the country or
language of the user. For example, you might specify EN-US and “color”, EN-UK and “colour”,
or SV-SE and “färg”.

The Descriptions tab on Model and Part records contain the fields Locale Code and
Description. Locale code is a drop-down list of locales, or country and language pairs, that
FSM currently supports for message translation. The description is text you enter for that
model or part that you want to use to best describe the model or part for that language.
These descriptions now appear anywhere a model or part description appears instead of the
default descriptions.

Entries on the Attribute Names screen appear in a user’s locale if they are validated by a
code table and have a message translation defined.

Localized descriptions for model, part, and attribute also appear on mobile clients.

REPORTS FOR VISUAL STUDIO 2017 AND 2019

Microsoft ReportViewer DLLs are updated to version 15 to ensure compatibility with client
reports developed in Microsoft Visual Studio 2017 and 2019. The FSMVSPackage add-in for
developing .RDLC reports is updated to be compatible with Visual Studio 2019.

ARABIC NOW SUPPORTED

Arabic is now a supported language and message translations are provided for all standard
messages.

DEFAULTING INVOICE RULE

When adding a product to a contract, the invoice rule now defaults from the contract header
when only one invoice rule is specified, saving time during contract line entry.

MAXIMUM VALUE FOR ROW_LIMIT PARAMETER

FSM6 Update 3 includes a new enhancement to help reduce the chance of performance
degradation. The maximum value of the ROW_LIMIT application parameter is now fixed at
10,000.

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SCHEDULED PROCESSES
A new field, Process Owner, is added to the Scheduled Processes screen. This field identifies
the person ID to use as the owner of the scheduled process. If no value is specified in this
field, the person who last modified the scheduled process is its owner when the scheduled
process is executed.

Make sure the person specified in the Process Owner field remains active
with a valid password or the scheduled process fails to run.

WEB CLIENT ENHANCEMENTS

Several user enhancements are added to the Web client.

• A new screen, Lobby Search, is added to the File menu. When you select this screen, you
can search for and view the available Lobbies that you have been given permission to
access.
• You can now select multiple results in a lookup window.
• Buttons in the header are now pinned to the top of the screen so that they are always
accessible when you scroll down.
• The Part Chain tab is added to the Part screen of the Web client. This tab shows
relationships between parts, alternates, and replacements.

PORTALS
CUSTOMER PORTAL SELF-SIGNUP
FSM6 Update 3 has the ability to control whether a signup link appears on the Customer
Portal, which allows customers to request access to the Customer Portal. A new application
parameter, PORTAL_ENABLE_SIGNUP, determines whether this signup link appears. Values
are Y (yes) and N (no). This value defaults to Y (yes) upon installation.

QUOTES IN TECHNICIAN PORTAL

A new screen, Quotes, is added to the Technician Portal. This screen enables a technician to
create a quote for future work if they are provided access by their administrator.

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INSTALLATION
ENHANCED AZURE INSTALLATION
A new enhancement to Azure installation automatically presents the Azure login page to you
without requiring you to click a button.

ELASTIC POOL OPTION FOR AZURE INSTALLATIONS

FSM6 Update 3 supports the use of elastic pools for Azure installations.

REPORTS
ADDING LOGO TO REPORTS
You can now attach different logos on custom reports more easily. A new enhancement
enables you to select a logo to use on reports. A new button, Upload Logo, appears on each
report screen of Reports Admin. After you click this button, you can specify a logo in any
supported format.

SCHEDULING
INDICATING LOCATION CHANGE, STATUS AND PRIORITY
FSM6 Update 3 Web Client Schedule Board makes it even easier to see when your field
technicians are at a specific location or on the move. Maps are updated to change their
resource pin shape when a person’s location stops changing for a specified time period, for
example when the person arrives at a work site.

To define the number of elapsed minutes before a resource is determined to have not
recently updated, a new application parameter, LOCATION_LAST_UPDATED_THRESHOLD, is
added. The value for this parameter can be any positive integer. This value defaults to 120
upon installation. Removing the value and having a null setting, (nothing entered) causes no
special styling on the resource's pin to display.

When a -person is “on the move”, in other words, the location has changed within the
threshold, the pin appears as a circle on the map. When a person is stationary, in other
words, the location has not changed within the threshold, the pin appears as a triangle on
the map.

In addition to shape, the color will change on pins with this enhancement:

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• The task_priority code is enhanced to specify an item style on the associated task pins.
This style, when specified, is applied to the pin based on the task_priority specified.
• The work_status code is enhanced to specify an item style on the associated resource
pin. This style, when specified, is applied to the pin based on the work_status specified.

OVERLAPPING TASKS FOR A RESOURCE

Overlapping tasks can now appear on the Schedule Board. Overlapping tasks, such as tasks
assigned to the same person at the same time or with some time overlapping, appear
stacked on the Schedule Board allowing better visibility for task scheduled.

TASK CARDS
• You can now edit fields on task cards directly.
• You can now view the task card for all resources assigned to a task, not just the primary
resource.

SPECIFYING LOCALITY IN ADVANCED SCHEDULING OPTIMIZATION

You can now group tasks that are located in the same area together. This enhancement
enables you to specify a general location for an address, for example the name of a
business park, to use as a criterion when scheduling work so that tasks in the same location
can be grouped together. A new field, Locality, has been added to the Address screen and
the values for this field are specified using the new global code, Locality.

DOCUMENTATION
FSM6 has added four new documents, two to its user-centered documentation suite that
helps new portal users learn FSM, one technical document for using OData-based APIs, and
a new mobile developer document for using the Software Development Kit for FSMW which
is listed in the mobile section of the FSM6 Update 3 Release Notes.

• The Technician Portal User Guide helps the field service technician perform their daily
tasks, including finding their tasks, doing the work and debrief. Basic process
information about the Search and Requests functions, as well as the basic functionality
of their Profile screen is also included.
• The Repair Portal User Guide helps the repair technician perform their daily repairs
including finding their repairs, transfer repairs to the bench, performing repairs, entering
parts, labor and expenses, and closing the repairs. Basic process information about the

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 Search and Requests functions, as well as the basic functionality of their Profile screen
is also included.
• The FSM6 OData Rest APIs document is a technical document meant for FSM experts
and reviews the use of the RESTful application programming interfaces to query and
update FSM data during integrations.
• FSMW Developer Guide: See Update 3 Mobile Enhancements below.

UPDATE 3 MOBILE ENHANCEMENTS

Update 3 for FSM 6 offers several improvements to the FSM Mobile apps. Configuration-only
customers can take immediate advantages of these improvements with minimal
configuration changes. Customers with custom apps must merge the changes from updated
SDKs with their custom solutions.

FSM FOR WINDOWS UPLIFT

The FSM for Windows mobile client has been converted to a Universal Windows Platform
(UWP) application. This architectural uplift prepares for future improvements and offers the
following immediate benefits:

• You can perform a simple installation directly on the Mobile Service web page:

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• The application no longer depends on Developer Mode and a signing certificate that
expires within one year of release.
• The updated SDK supports custom development using Visual Studio 2017.

Installation requires that the Windows device has sideloading enabled and the Microsoft
App Installer is installed.

CODELESS NON-WORKFLOW STANDARD SCREEN

An enhancement to Mobile Designer creates a new category of Standard screen that is
codeless and is not associated with workflows. By linking screens of this category to
codeless List screens, you can enable adding and changing information on the screen
without requiring custom scripts to manage screen navigation and saving information. In
addition, on the Standard screens you can now override the Next button to create ad-hoc
workflows using scripting.

The new Attribute screens, described below, are examples of this new screen category.

Update-only standard screens require additional configuration. The Linked

Screen field value must be empty and you must create client scripts for
navigation.

ATTRIBUTES
Editing Attributes is improved is several ways. Attribute Name and Value fields can now
display descriptions in the user’s language. To see localized descriptions, message
translations must be created and assigned to the attribute name records and the codes
used for attribute lookup.

The previously hard-coded Attribute screen has been replaced with fully configurable,
codeless screens for Place and Product Attributes that show localized descriptions for
attribute name and value.

SKYPE FOR BUSINESS

A Skype for Business (SfB) integration has been added to the Team List. Team members
with a valid Skype name on their Person records will display a Skype communication option.
Tapping Skype will launch the SfB app and open a chat with the selected team member.
Either a voice or video call can be initiated using the SfB app. This feature replaces the
previous Skype integration.

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ADDITIONAL ENHANCEMENTS
• The Time Reporting calendar can now be viewed in landscape orientation on FSM for
Android.
• The Back button has been removed from the FSM for Windows initial screen to prevent
you from accidentally exiting the app.

AVIARY SDK DEPRECATED

The Aviary SDK used for photo editing in FSM for Android and FSM for iOS has been
deprecated and will be replaced in a future release.

FSMW DEVELOPER GUIDE

The FSMW Developer Guide provides guidance on using the Software Development Kit
(SDK) for those rare cases where a specific business requirement cannot be met by
configuration only. This document is for FSM Mobile for Windows (FSMW), which is based
on Universal Windows Platform (UWP).

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UPDATE 2 ENHANCEMENTS
MOBILE CLIENT
Update 2 for FSM6 offers significant improvements to the FSM for Android and FSM for iOS
applications. Configuration-only customers can take immediate advantages of these
improvements with minimal configuration changes. Customers with custom applications
must merge the changes from the updated SDKs with their custom solutions.

USER INTERFACE (UI) UPLIFT

The user experience of FSM for Android and FSM for iOS has been improved with numerous
changes to the user interface. These changes take advantage of recent trends in Android
Material Design and Apple Human Interface Guidelines. The new user interface offers a
modern look and feel, improved readability, and improved functionality. Users will find the
new Mobile Client easier to scan for data and find what you need.

DATA EMPHASIS
Data on the mobile client is now more prominent and easier to locate. The labels have a
smaller font and appear above the field content, which emphasizes the information in the
field.

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CONFIGURABLE COLOR SLIVERS ON LIST SCREENS
Configurable color slivers that help you draw attention to things that matter, are now
available on any List Screen. High profile tasks can be emphasized using bolder color
slivers, while lower priority tasks can be de-emphasized.

Slivers are enabled by adding a CUSTOM.SLIVER_COLOR hidden field and populating this
field with an RGB color value using a client script. Color slivers replace the priority images on
the Work List screen.

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GLOBAL MENU
An improved, modern appearance with easier to read record counts for list screens allows
the user to identify and select global menu items quicker and more accurately.

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DEFAULT ICON COLORS
The default icons have been changed to greyscale gradients or black to more easily match
your custom themes.

ENLARGED SIGNATURE BOX

Signatures are easier to write and view with the new enlarged signature box. The signature
box uses landscape mode allowing the signature box to use the full screen.

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IMPROVED SEARCH PERFORMANCE IN FSM FOR ANDROID
Search performance and responsiveness on the list screens has been improved in FSM for
Android, refreshing the list automatically once you stop entering search criteria.

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ANDROID MATERIAL DESIGN ELEMENTS
Several Android Material Design Elements were added to improve the Android Mobile
Client's user's overall user experience:

• Material Buttons for a more modern, updated style that reflects what users are
accustomed to.
• RecyclerView to better manage List screens and improve performance.
• Snackbars with modernized style to meet user expectations while providing user
feedback and replacing most alerts.
• Floating Action Buttons for primary actions. Floating action buttons allow easier
navigation for one handed use by field technicians. FSM for Android takes advantage of
new UI features that replaces buttons at the bottom of the screen with floating action
buttons.

Button Description

Add a record and stay on the current

screen. Also replaces the Create button on
follow-up tasks.

Save the current record.

Next; save the current record and go to the

next screen in the workflow.

Process; execute the final action in a

process or workflow. Replaces Complete in
Debrief Workflow.

Back on Signature Pad.

Clear on Signature Pad.

Reset on Stock Count Detail.

Delete on Stock Count Detail.

Initialize on Admin screen.

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 Floating
Buttons

ANDROID MINIMUM VERSION

The minimum Android OS version is increased to Android 6.

ADDING MAPS USING DESIGNER

For the iOS and Android FSM Mobile applications, a static map can now be added to any
standard screen with fields using the Designer. This is configured by enabling the map and
using a client script that returns the latitude and longitude values. A Get Directions button
opens the device's default mapping app.

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CONFIGURABLE FILTER AND SORT
Configurable filter and sort options have been added to the Work List and Receiving List
screens for the Android and iOS FSM Mobile applications, enabling you to find information
specific to your needs. These previously hard-coded features can now be configured using
the Designer. The filter or sort criteria can be entered as plain text or as a client script. For
example, the content of the “New” filter option on Work List is “task.task_status = ‘OPEN’.”

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 The criteria must be formatted as SQLite syntax and does not support
custom fields.

FSM FOR IOS LOCALIZATION IMPROVEMENTS

FSM for iOS now has localization support using the Mobile Resource String message
translations previously only supported in FSM for Android. All user-facing strings will now use
message translations to display text in the user's language after initialization is complete.
For more information, see “Messages” in the IFS Field Service Management Reference
Guide for details on how to configure message translations.

WEB AND SMART CLIENT

SECURITY
Several security enhancements have been included in FSM6 Update 2.

SECURE ERROR MESSAGE

Obscuring why a login attempt was unsuccessful in the error message pop-up forces would-
be hackers to guess which information is incorrect. This method has been shown to reduce
the chance hackers can obtain access to your system.

The error message displayed for the following cases are combined to obscure the reason a
login is unsuccessful:

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• Invalid person ID
• Invalid password
• Person locked out

VARIABLE LOCKOUT TIME

FSM6 now has more flexibility in managing the lockout time after several incorrect login
attempts. You can now choose whether to automatically release a lockout after a set
amount of time or require someone to unlock it manually. An example would be an IT
representative or FSM administrator.

A new application parameter, USER_LOCKOUT_PERIOD, determines the number of minutes

before the person ID is automatically unlocked after it has been locked because of repeated
incorrect login attempts. The value of the parameter is any non-negative integer. To use the
automatic release, set the value to the number of minutes you want the lockout to last.
When this value is set to zero, the person ID must be manually unlocked by a designated
person with Administrative access. This value defaults to 10 (10 minutes) upon installation
and upgrade and must be updated to zero if you do not want to use automatic release.
Administrators can still manually unlock users when the automatic release has been set.

BLACKLISTING ATTACHMENT FILES

FSM6 now enables you to enhance your security by limiting the types of files that can be
uploaded as attachments. The purpose of blacklisting certain file types is to reduce the
chance that a virus could be embedded in the attachment and corrupt your system.

A new application parameter, ATTACHMENTS_BLACKLIST, determines which file types

cannot be attached. Parameter values are standard file extensions with or without periods.
Multiple values can be specified and are required to have commas without spaces to
separate the values.

The value defaults to “.exe,.dll” upon installation. The .exe files are executable files and the
.dll are dynamically-linked libraries that can have executable functions and information. Both
file types are generally large and have been known to contain viruses. You can allow these
files by deleting them from the ATTACHMENTS_BLACKLIST parameter values. You can
blacklist other file extensions by adding them as noted above.

UPDATED EXECUTEDBEDIT PRIVILEGE

Queries for users having the EXECUTEDBEDIT function on their roles are no longer restricted.

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INTEGRATION AUTHENTICATION UPGRADE
A separate person ID and password are now used during integration for certain standard
Perform Methods, or built-in actions in FSM that perform a function. This person ID and
password are specified using the INTEGRATION_MONITOR_PERSON_ID and
INTEGRATION_MONITOR_PASSWORD application parameters. These parameters must be
set up if you use integrations.

When upgrading to FSM6 Update 2, you must enter values into the
parameters INTEGRATION_MONITOR_PERSON_ID and
INTEGRATION_MONITOR_PASSWORD for the integration to be updated as
the previous defaults for person ID and password are no longer used.

SPECIFYING DEMO USER PASSWORDS FOR AZURE INSTALLATIONS

FSM6 automatically comes with demo data that can be used to test your system or train
your users. For Azure installations, you can now specify a common password for the several
different demo users, making it easier for someone to move from one user type to the other.

During installation or upgrade, Azure users can specify a password that is different than the
default and will be applied to all the following person IDs:

• CSR
• ENG01 through ENG10
• FSE
• MGR
• REPAIR01 through REPAIR04
• TECH01 through TECH10

PASSWORD EXPIRATION WARNING IN WEB CLIENT

A warning will now be presented to a user in the Web client when their password is about to
expire. This warning now appears in both the Smart client and Web client. The new warning
feature has been added to provide advance warning to users no matter which client they are
using at the time.

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Current application parameters control when and how the warning message appears. For
information on these parameters, see “Security” in the IFS Field Service Management
Reference Guide.

IMPROVED PSO INTEGRATION AUTHENTICATION

A new Person record for PSO is created specifically for FSM to use for integrating with PSO.
During upgrade, you specify this person and associated password using the FSM Installer.

This information is stored on the application server in the FSM web.config file. Only server
administrators have access to this file.

CLIENT
FSM CODES VISIBLE IN WEB CLIENT
FSM codes are now visible in the web client, for your ease of use.

INVISIBLE ITEM SUPPORT

The Web client now enables you to configure screens so controls (buttons) are hidden by
default with the ability to unhide them when needed. The UI Designer is used for this
configuration.

DOCUMENTATION AVAILABLE
The IFS Field Service Management Reference Guide is now available using the Help menu
of both Smart and Web clients. The table of contents and the application parameter and
business rule indexes have links that, when selected, open the appropriate section.

ENHANCED SEARCH
FSM6 has expanded its search function capabilities, enabling you identify the quickest and
most complete search required for your needs. Three search functions are now available:
Standard Search, Advanced Search, and Global Search.

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• Standard Search searches all the searchable fields on the screen the user is currently
viewing. The Search box is located within the screen on a screen by screen basis.
• Advanced Search expands the search to significant fields on the screen. Advanced
Search can be initiated by selecting the drop-down in the Standard Search field on the
screen you are currently viewing.
• Global Search searches for a term across all entities in FSM6 that were set up by the
administrator. This search field is located at the top of the display.
• Application parameters are updated and added to help you control who can make
specific searches.

The following application parameters, one redefined and one new, now appear:

• FEDERATED_SEARCH_ENABLED determines whether a search field appears on any

record's search screen. Values are Y (yes) and N (no). Upon installation, this value
defaults to the value of the former GLOBAL_SEARCH_ENABLED parameter. For new
customers, the value defaults to Y (yes).
• GLOBAL_SEARCH_ENABLED now determines whether a search field appears on the
navigation bar of the application and searches the records that have been set up by the
administrator. Values are Y (yes) and N (no). Upon installation, this value defaults to Y
(yes).

ADMINISTRATION
PRINTING APPLICATION PARAMETERS
The Web client has a new Print button on the Application Parameters screen that enables
you to print parameters and their values to help with reviewing and setting up parameters.

ENHANCED REPORT TEMPLATE HANDLING

Two new features have enhanced FSM6 report templates.

Deleting report templates that you have previous saved is now available in the Web client,
allowing you to eliminate deprecated templates.

A confirmation dialog box now appears when you are about to overwrite a report template
with a new version, helping you to eliminate costly mistakes.

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SERVICE
IMPROVED TIME COMMITMENT PROCESSING
Time commitment processing time has been improved in FSM6. In the new workflow, only
those commitments with a fulfill event are submitted to service monitor.

NEW FIELDS ON THE PLACES TAB OF PERSON SCREEN

Two new fields, place name and location description, appear on the Places tab of the Person
screen.

LOCALIZED DESCRIPTION SUPPORT

Localized descriptions in the user's language are now supported for Part and Model.
Localized descriptions can be added or modified on the Descriptions tab of the Part screen
and the Model screen. These descriptions, when available, are displayed wherever the
associated part and model are used, instead of the internal description, including in the
Mobile client.

Localized descriptions are also available for Attributes using the Description tab on the
Attribute screen and will be displayed where ever the associated attribute is used. In the
Mobile client, localized descriptions are available on the Attributes tab of the Customer and
Product screens. To use the localized descriptions in the Mobile client, Attribute Values must
be configured using Global Codes.

SCHEDULE BOARD
SETTINGS TRAY
A sliding settings tray has been added to the Web client Schedule Board, providing quick
access to most settings. Place view, Skills view, and Auto-refresh options can be found in the
Settings Tray.

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NEW SCHEDULE BOARD VIEWS
Two new views in Schedule Board provide the dispatchers, technician managers, and others
more granularity when assessing work. These views can be selected using the new Settings
Tray.

• Place view—assigned tasks can now be viewed by place when the Place view has been
selected. Only those places with assigned tasks appear in the Place view. The standard
Resource view is also available and when selected, it allows you to see assigned tasks by
resource.
• Skill view—tasks requiring specific skills are more easily assigned by using the Skill view
when scheduling technicians. When selecting the Skills view, only those technicians with
the required skills to perform the task will be shown. For tasks with multiple skills
required, a percentage will be shown indicated what percentage of the skills the
technician has. Percentages over 100% identify a technician with advanced skills.

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AUTO-REFRESH
Schedule Board can now be set to automatically refresh using the new Auto-Refresh option
found in the Settings Tray. This option enables the user to set the time the schedule board
refreshes, allowing dispatchers and others to see time advance, status updates and new
tasks entered without manually refreshing the screen. Auto-refresh can be found in the new
Setting Tray, and when activated, a field to enter the refresh time will be presented.

DYNAMIC SCHEDULING
SCHEDULE WORKBENCH
Schedule Workbench is now using an open-source browser-based method to render instead
of Microsoft Silverlight. Microsoft Silverlight is deprecated by Microsoft.

Because PSO is currently installed and upgraded separately from FSM, your Schedule
Workbench might still be using Microsoft Silverlight.

You must upgrade to the latest update of PSO 6 to use the new Schedule
Workbench.

To accommodate this potential issue, two entries now appear on the Scheduling menu:

• Schedule Workbench invokes the new version in your default Web browser.
• Schedule Workbench (Legacy) invokes the Silverlight version in your default web
browser.

If you select Schedule Workbench and your PSO installation still uses Silverlight, an error
message appears.

PROJECT-BASED APPOINTMENT BOOKING

Advanced scheduling has been enhanced to allow appointment booking and scheduling of
project-based (linked) tasks. These enhancements also require the use of PSO 6 Update 2.

A common example of project-based appointment booking is when numerous required

activities (tasks) must happen in a certain order during a project and may involve different
people. Each task will have an associated number of technicians required, as well as
estimated time to complete. When the project has a key task that the customer needs to be
done by a specific date, the other tasks are dynamically scheduled around the key task's
date in their required order.

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Project-based appointment booking will also be implemented for scenarios where there are
multiple tasks from projects or stand-alone requests that are being scheduled and one or
more of the tasks have a required completion date. The tasks will be dynamically scheduled
using the entire team to ensure all tasks are done in their required order and the key tasks
are completed on time.

The service level agreements of all of the tasks are considered when these tasks are
automatically scheduled.

CONFIGURATION
NEW WEB CLIENT SCRIPTING FUNCTIONS
New web client scripting functions provide more functionality to configurations. For more
information, see “Web Client Scripting” in the IFS Field Service Management Reference
Guide. The following new scripts have been added:

• isValidXML(), returns True if the supplied XML is valid. For example, you can use this
function where users enter XML data; the function ensures the data entered is well
formed and valid.
• getItemName(), returns the item name of the field that the LookupClick event was
triggered for. For example, you can use this function when a script is hooked to a
LookupClick event, so the script knows which field the lookup was clicked on. This script
can then be reused in multiple LookupClick fields.
• getCurrentPosition(), returns a single object that has latitude and longitude properties
that can be referenced. For example, you can use this function to identify a technician’s
current geolocation.
• setControlFocus(), sets the focus in the control specified by the supplied parameters. For
example, a custom validation script shows an error for an invalid entry and this function
can place the cursor in the field where the error occurred.
• setRowControlFocus(), sets the focus on the provided row's specified control. For
example, you can use this function to place the cursor in a specific field in a data list.

DEPRECATED FEATURES
SOCIAL MEDIA INTERFACES
The social media interfaces are deprecated and removed. The Social Media tabs are
removed from the Contact, My Profile, and Person screens.

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MOBILE APPLICATION PARAMETERS
The following application parameters, which apply to mobile applications, are deprecated
and removed.

• GOOGLE_ANDROID_MAP_API_KEY
• MOBILE_SERVICE_URL
• SYNC_TYPE_MOBILE_ANDROID

UPDATE 1 ENHANCEMENTS
WEB CLIENT
Roughly 100 new screens were added to the FSM Web Client, that were previously available
only in the Smart Client. The Web Client has enabled all data administrative type screens,
including Global Codes, Code Tables, Business Rules, “Manager” screens, reports,
scheduling screens and so forth.

Several new usability improvements have been added. These include:

• You can now save your personalizations of web client screens. This includes changing
tab orders, setting page sizes for lists, and configuring list column widths and order.
• Major entities can be copied using the Copy button, enabling you to enter new values
quickly on the copied record.
• Using the Assign button on the Request, Task, Schedule Board, Repair Center, and
Warranty Chargeback screens, you can easily assign resources.
• Created and modified information can now be seen on any screen from the About
Current Record option on the Help menu.
• Lobbies can now be added to the shortcut bar providing access with fewer clicks.
• Usability has been enhanced in the search function. FSM now automatically selects the
first row in list groups and auto-focuses on federated search input.
• Enhanced diagnostic tools are now available to assist in troubleshooting FSM.

CONFIGURATION
Numerous new events were added to the Web Client that you can link client scripts to. These
help you enrich the user experience and deliver your specific business requirements without
creating customizations. These include:

• AfterDataLoad

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• AfterScreenLoad
• AddEditOpened
• AfterValueChanged
• BeforeRowSave
• Click
• DoubleClick
• LookupClick
• SelectionChanged

For more information, see the following in the IFS Field Service Management Reference
Guide:

• For using events with client scripts, see “Client Scripts for Web Client”.
• For specifying events and scripts on Web Client screens, see “UI Designer”.

CLIENT DEPLOYMENT
FSM now gives on-premise users the option to deploy the Web and Portal Clients on a public-
facing web server. By default, the FSM Web Client and portals are installed on the
application server and with this change, you can choose to install the FSM Web Client and
portals on a web server located in your perimeter network, or DMZ.

For more information and instructions for this deployment, see the FSM6 On-Premise
Installation Guide or On-Premise Upgrade Guide.

Important. The first time the Web Client Portals package is installed, DotNetCore.2.0.9-
WindowsHosting.exe must be run on the web server followed by a reboot of the web server.
This step is not needed for subsequent updates.

REPORTS
Attaching reports to notification emails in FSM is more flexible than ever! You can now
create and attach Microsoft™ Word and Excel formats to notification emails just as you
could the PDF format, saving you time and providing you the option to modify and sort these
reports. A new Report Format field on the Reports tab of the Notification Message screen
enables you to specify Excel, PDF or Word report formats. The default format is PDF.

Report menu functionality has been expanded! You can now select and run reports from the
Report screen in the Web Client.

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FIELD SERVICE AND DEPOT REPAIR SCREEN CHANGES
FSM has improved and standardized the data entry process for parts and labor in both the
Field Service Request screen and the Depot Repair Return Material Authorization (RMA)
screen. The Parts and Labor tab in both screens are separated to emulate the workflow in
the Task screen, commonly used during the debrief process. By creating a common set of
tabs on all three screens, the user has a consistent workflow when entering similar data for
debrief, lessening the chance of confusion and mistakes. Additionally, it enables the user to
enter all of the billable items on one screen, saving time if entering these items by task is
not required by the company. The Parts and Labor tab on Request and RMA screens have
been separated into the following three tabs as on the Task screen:

• Part Needs
• Part Usage
• Labor and Expenses

This change appears in both the Smart Client and the Web Client as well as the new Repair
and Technician Portals. To learn more about the new workflows, see the Introduction to Field
Service Guide or Introduction to Depot Repair Guide.

IMPROVED ADMINISTRATIVE FUNCTIONS

MANAGED CLOUD
Application settings used to save various elements during upgrade installations are no
longer necessary because of an enhancement of the App Service Installer. Several
application settings in the Azure Portal can be deleted to reduce the size of environment
variables. The application settings that can be manually deleted after installation are:

• ApplicationExtensionsBase64String
• AppSettingsBase64String
• ClientEndPointsBase64String
• DefaultEndPointBase64String
• GeneralSetttingsBase64String

Important. The application settings FsmAzure and WEBSITE_NODE_DEFAULT_VERSION must

be kept.

For more information, see the IFS Field Service Management Azure Upgrade Guide.

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DYNAMIC SCHEDULING
TEMPLATES FOR APPOINTMENT BOOKING IN DYNAMIC SCHEDULING
Appointment booking with Dynamic Scheduling is now easier, more flexible, and better able
to meet your scheduling needs. Our enhancement to appointment booking leverages new
appointment templates in Dynamic Scheduling, which enables you to create multiple new
slot patterns for appointment booking windows.

You can create the exact templates you need for certain task types or certain products using
the new Dynamic Scheduling appointment template feature. By creating multiple
appointment templates, you can create specific templates for various times and durations of
appointment slots, as well as have those slots overlap! For example, you can create a
template with all-day appointments, another with half-day appointments, and have some
appointments that overlap during the day, such as two-hour appointments that start every
hour.

Appointment templates are easy to access. You just go to the Task screen and ask to book
an appointment, then select the desired template. You can then view the appointment time
slots and then select the appropriate time slot to assign to the team responsible for the
request. Dynamic Scheduling will then assign a team member based on the information
available, such as product, place, technician skills, and availability.

For more information, see “Dynamic Scheduling” in the IFS Field Service Management
Reference Guide.

SINGLE SIGN-ON BETWEEN FSM AND DYNAMIC SCHEDULING

Switching between FSM with Dynamic Scheduling is easier than ever! You can now log in to
FSM and your sign-on information is automatically shared with Dynamic Scheduling. This
enables you to use the same username and password for both Dynamic Scheduling and
FSM.

• To be identified as a user in Dynamic Scheduling’s Schedule Workbench, the user’s

Person record in FSM must have the option PSO System User selected.

Important. The Dynamic Scheduling dataset must be re-initialized for the PSO System
User option and password changes to be sent to Dynamic Scheduling.

Important. Users must re-login to the FSM Smart Client for Schedule Workbench to
transparently log in with the new password after a password change.

2024-05-03 117
 This information is retained in future updates, eliminating the need to redo setup.

• If the user is currently logged into FSM and they do not have the PSO System User option
set for their Person record, the values for the Scheduling application parameters
ISWB_USERNAME and ISWB_PASSWORD will be used for single sign-on instead.

Once the PSO System User option is set and the change has occurred, the Scheduling
application parameters ISWB_USERNAME and ISWB_PASSWORD will no longer be used.

For more information, see “Security” in the IFS Field Service Management Reference
Guide.

IMPROVED PERFORMANCE BETWEEN FSM AND DYNAMIC SCHEDULING

The performance and scalability between FSM and Dynamic Scheduling has been improved.

SECURITY
CRITICAL APPLICATION PARAMETER EDITING
An additional new function has been added to the ADMIN role, IS_ADMIN_ROLE. This new
function allows only your trusted administrators to change values of critical application
parameters. For a list of what parameters are included, see “Security” in the IFS Field
Service Management Reference Guide.

• This function is automatically added to anyone with the ADMIN role in FSM. The
functionality will also be given to anyone given an ADMIN role during upgrades.
• Consider who has ADMIN roles currently in your company and who you plan to assign
ADMIN roles to and determine whether this functionality is appropriate for them.
• Anyone with the IS_ADMIN_ROLE function can change the values in critical parameters.

INTEGRATIONS
INTEGRATION MONITOR ENHANCEMENTS
Two new application parameters have been added to the Integration Monitor to enhance
security.

• The application parameter INTEGRATION_MONITOR_PERSON_ID determines the person

ID FSM uses to authenticate with the integration monitor for Azure environments. The
value for this parameter is any valid person ID on FSM. This value is not specified upon
installation.

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• The application parameter INTEGRATION_MONITOR_PASSWORD determines the
password used to authenticate with the integration monitor for Azure environments. The
value for this parameter is a string with a minimum number of characters as specified in
the PASSWORD_VALUE_MIN_SIZE parameter and a maximum of 1024 characters. After
entry, this value is encrypted. This value is not specified upon installation.

Important. These parameters must contain valid values for the Integration Monitor to
function.

These application parameter values replace the authentication settings in the web.config
file.

BASELINE FSM AND CUSTOM XML INTEGRATION MESSAGES

A new operation, ProcessMessage, has been added to the MetrixIntegrationService. This
operation processes baseline FSM and custom XML messages and provides the following
features:

• Support for HTTP authentication

• Support for HTTP Status Codes
• Processes inbound custom XML/JSON messages without creating custom perform
definitions

Important. It is no longer required to set up custom perform definitions for custom XML
messages that are being processed, as there are no longer dependencies for the name of
the prefix to use to declare the XML namespace.

APPLICATION PARAMETERS
PREVENTATIVE MAINTENANCE
A new application parameter, PM_PLAN_START_TM, determines the default start time for a
generated preventative maintenance task. Values are 00:00 through 23:59. This value
defaults to 12:00 upon installation.

OTHER ENHANCEMENTS
DYNAMIC SCHEDULING/ADVANCED RESOURCE PLANNING
A new scheduling application parameter ISWB_WEBCLIENT is now available. It identifies the
URL used for the Dynamic Scheduling (PSO) Scheduling Workbench in the FSM Web Client.

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This parameter must be set to https://<yourpsoserver>/IFSPSOWorkbench to access
Scheduling Workbench.

REPORT GENERATION
The FSM6 Smart Client is now rendering PDF files for reports on the application server,
which will increase report security and report generation performance. This is the same
methodology used by the Web Client and Customer Portal Client.

PORTAL INSTALLS
The default naming convention for portal installations has been changed. Portal virtual
directory names will no longer have an FSM prefix, helping to reduce accidental installs of a
portal with the wrong name. Portals will now be installed with the default CustomerPortal,
WarehousePortal, TechnicicanPortal, and so forth. An administrator can still create
customer-specific directory names for the portals.

SECURITY
A new button, Generate Role Tables, has been added to the Role screen. This button is used
to generate role_table_map records for that role and is used to protect the tables used by a
specific role at a message level. For more information, see the IFS Field Service
Management Reference Guide.

PURGING ZIPPED LOG FILES

FSM has been enhanced to include automatically deleting zipped log files that are older
than the default of 14 days. This not only eliminates your need to remember to delete them,
but also keeps them from building up when they are forgotten. The Studio feature is used to
change the number of default days used. On the main menu in FSM, go to
Studio>Tools>Server Log, and the Days field is in the lower left-hand side of the screen.

CHANGES TO QUERY API AUTHENTICATION

There are new user authorization requirements for the execute database query API. Please
contact your IFS FSM representative to learn more.

MOBILE
TASK CONTACT FEATURE
A configurable feature is now available for task contacts on all mobile platforms. This
feature enables you to access the Task Contact screens from the Debrief Workflow menu

2024-05-03 120
and makes these screens eligible to be included in the Debrief Workflow. The feature
enables you, during debrief, to select an existing contact for the site or enter new contact
details to be associated with the task. You can also delete existing contacts as needed
during debrief.

These screens are configurable using Mobile Designer and client scripting.

TASK ATTACHMENT DESCRIPTIONS AND ATTACHMENT TYPE

You can now enter a description and attachment type when saving task attachments on all
mobile platforms.

MOBILE BATCH SYNCHRONIZATION

The batch synchronization process has been improved to better handle sync rule exceptions.
This change ensures the normal batch sync frequency is retained when queries return
exceptions, return no results, or when queries take a long time to execute because of
performance issues or data sets being very large.

FSM FOR IOS LOCALIZATION IMPROVEMENTS

FSM for iOS has increased localization support using the Mobile Resource String message
translations previously only supported in FSM for Android. Most user-facing strings now use
message translations to display text in the user’s language.

Additional localization improvements are planned for FSM6 Update 2.

DEFAULT LOGGING
FSM Mobile default logging levels for new installations are set to zero. An administrator
must set appropriate levels for troubleshooting.

2024-05-03 121
VERSION 6 UPDATE 28 CORRECTIONS
Mobile
Case ID Description
Correction to the iOS client to prevent duplication of Survey Instance Results when fetching
CS0161222 data from the database
Corrected iOS issue where the ‘OK’ button being cut off in statement-type questions within
CS0183905 surveys
CS0196233 Added null check for permanent menu key when accessing mobile logs from Android devices
Correction for Android client to resize pictures according to CAMERA_PHOTO_SIZE before
CS0196639 validating that they don’t exceed ATTACHMENT_MAX_SIZE
Correction to fix button override issue in DebriefCustomerReview and QuoteSignature
CS0193907 screens in Android
CS0200218 Correction to fix discrepancies in Work Status payload in iOS platform
Correction to the iOS client to clear the Parts list and re-direct the user to the Stock Count
CS0200634 screen once a Stock Count is posted
CS0203920 Corrected design mismatch in Android client Region labels
Corrected iOS issue of attachment icons being concealed when transitioning from a custom
CS0209988 list screen to the Attachments list screen
CS0211022 Corrected Windows app crash issue associated with SSO login
Removed the incorrect timezone conversion for the Work Date field in Labor and Time
CS0209649 Reporting screens
Added support for device regional settings for date/time display with Microsoft UWP Control in
Windows client
Replace deprecated Display API with WindowMetrics API in Android Client
Added DB Script to reset the sequences of mm_message_in and mm_message_out during
upgrades

Non-Mobile
Case ID Description
CS0185380 Correction for memory leak issue in Smart Client when downloading report files from the server
CS0190856 Correction for handling different date components in time blocks
CS0192954 Correction to get the dataset ID from the team when adding a resource to the team
CS0192131 Ensure that the object group is sent to PSO in real-time along with the resource, even if the
object group is assigned to the resource prior to the resource being assigned to a team
CS0192739 Correction to include Inbound Maps in the Package Deployment Extraction
CS0197246 Correction for dynamic sizing of fields after setting Schedule Board as the initial screen
CS0192954 Correction to ensure Person Skills syncs to PSO in real-time along with the resource, including
skills entered before resources are added to the team
CS0189499 Modified description messages for ADDRESS.LOCALITY, TASK.DO_ON_LOCATION_INCENTIVE
and TASK_TEMPLATE.DO_ON_LOCATION_INCENTIVE
CS0200660 Implemented a null check within package_def.extraction_parameters to resolve errors when
applying backup type package
CS0183862 Corrected issue related to Record Duration in the Integration Run Log

2024-05-03 122
Case ID Description
CS0200134 Correction to the logic of filtering numeric values in the Search text box, placed within the Web
Client tabs
CS0181571 Correction for exporting the reason to PSO as 'FSM - #userID' only if a change originates from
the FSM
CS0201011 Correction to ensure only a single event_history record is created when a change is made for
person_place.place_id
CS0192776 Added support for Ireland-English language formats in Web Client
CS0202257 Correction to display the Request ID in the Run Status Description field for every Run Option
type in the Replenish Stock screen
CS0197047 Correction to resolve issue with the Clear button in Advanced Search for users with read-only
functions
CS0202041 Resolved the issue of multiple error messages being displayed for a single error
CS0203066 Correction for the Rich Text Editor in Web Client to render hyperlinks
CS0206759 Correction in Web Client to ignore Smart Client Only client scripts during screen initiation
CS0207474 Correction to enable scrolling within the popup window when a record list is displayed, along
with opened Advanced Search panel
CS0198634 Correction to validate constraint types of Navigation items
CS0189779 Correction to update PSO with empty/null values on setting empty/null values for Additional
Attributes in FSM
CS0209064 Correction to ensure that deactivated countries are not visible in the Country dropdowns
CS0206652 Corrected issue where decimal numbers formatted with commas, displaying incorrectly for the
onblur event
CS0211484 Corrected primary key definitions in baseline metadata for GPS_TRACK table
CS0214038 Added more log messages to UploadCertificates method in the FSM Installer
CS0211786 Corrected issue with Regular Expressions causing double error messages to display and
inconsistent behavior in saving data
Correction to send only active Resources to PSO in real time
Corrections for Web Client Filter textbox
Correction to display validation message when attempting to book an appointment for a Task
with a status specified in the 'FREEZE_TASK_STATUS' app param
Correction in Web Client to accurately handle DATETIMENOTZ mask type when the server
and client are in two different timezones
Performance improvement for exporting Resource details to PSO in real-time
Introduced extra log statements when adding the ActivityStatus node, to facilitate easier
analysis of PSO issues with Communication Log Level 3

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VERSION 6 UPDATE 27 CORRECTIONS
Mobile
Case ID Description
Correction to ensure task completion always awaits to resolve the Id of a signature before
CS0162234 sending transaction to server
CS0172863 Correction to the implementation of Survey Screens in a workflow
Correction for displaying the password expiry message in important information area based
CS0173871 on the user’s authentication method.
Correction to enable successful user login, with the new password renewed in the backend,
CS0142337 upon password expiration
Correction to handle white spaces and new line validations in textboxes/ textviews within
CS0179575 surveys
CS0190125 Correction to add numeric field validations before saving the survey answer
Correction in the iOS client to retrieve the enabled property of the column def context for
attachment fields
Correction for iOS client to set default values when initializing the properties in Stock Count
screen
Correction for iOS client to retrieve the card screen Id instead of card screen name in
attachment fields
Corrected issue where the carousel view in the iOS client being reset upon completing the
download of OnDemand attachments

Non-Mobile
Case ID Description
CS0150545 Correction for timezone conversion issue in person calendar exceptions when sending to PSO
CS0165718 Introduced 'launchURI' client script function for Web Client to open a new browser window with
the specified URL through JS function as a user action
CS0169512 Correction to disable multi-select combo box when locking the field from the UI designer
CS0169561 Correction to send the work_status_as_of value to PSO when a person’s work status is
modified
CS0169723 Updated label messages of CONFRULEPROCESSDEF screen with the message ids used in
the column metadata
CS0169975 Corrected issue with new record creation for custom tables
CS0171228 Correction to load accurate survey results for Tasks linked with Requests and when an Access
Group is connected to the user role
CS0171442 Correction to apply the widthPercent when generating the StackPanel
CS0172711 Correction to ensure loading of all related resources in schedule board Gantt, when changing
display lines via Settings panel
CS0172794 Correction to support list view in Appointment Booking when 'schedule View' is set to false in
the scheduling app param or in user settings
CS0174663 Added security check when loading lobby pages to avoid displaying unauthorized lobbies
CS0176765 Correction to fix invisible fields displaying as visible in Web Client expand def
CS0179388 Correction to skip the Geofence record, in case an existing Address cannot be found

2024-05-03 124
Case ID Description
CS0179571 Correction for accurate redirection of Contact Details on the About screen in both Smart Client
& Web Client
CS0179911 Correction to display the ‘first day of the week’ in the date picker, based on the device Regional
Format for Smart Client and browser language for Web Client
CS0180053 Corrected issue where lookup navigation set for a custom screen, navigating to a baseline
screen in Smart Client
CS0182554 Introduced new app param DELETE_ORPHAN_MOBILE_MESSAGES to allow disabling of
orphan mobile messages clean up function, to avoid possible dead locks with inserts on
mm_message_out table
CS0182554 Optimized query which deletes the orphan mm_message_out records
CS0182598 Corrected issue with ‘set initial focus’ in the Web Client
CS0183862 Corrected issue where some transactions displaying the duration as zero in the integration run
log
CS0183974 Corrected issues relating to the operator values on Report screen in Smart Client & Web Client
CS0184872 Changes to revert the logic of resource deletion in PSO when a resource is removed from the
team
CS0185213 Changes to disable the ‘Show Routes’ functionality upon Scheduleboard Map screen load and
correction for Bing API error when more than 25 waypoints are used
CS0188180 Corrected issue with Advanced Search filtering in Access group lookup
CS0188554 Resolved issue which prevented drag and drop of Tasks to the last members in the Resource
list, when a team has more than 20 members.
Also added correction for the misalignment in the Scheduleboard timeline with resources
CS0189242 Correction to send the Location details along with the Resource, when exporting the resource
to PSO
CS0189346 Corrected issue related to object mapping when performing an inbound integration without
using a map
CS0190039 Corrected issue when using $skip with $orderby for OData requests that fetch data from a
single table
Correction to fix Smart Client-only client scripts attached to the 'Click' event, triggering in
WebClient
Verification for SQL injection vulnerabilities when retrieving application parameters through
perform_get_app_param
Correction to fix console error when Help icon is clicked after lookups are loaded

2024-05-03 125
VERSION 6 UPDATE 26 CORRECTIONS
Mobile
Case ID Description
Correction for iOS client to facilitate successful user login following a password change,
CS0142337 eliminating the need for app reinstallation
Correction for Android client to delete answer(s) of the sub-survey when modifying the answer
CS0143273 of the parent question
Correction for iOS client to properly display the lower part of the Home screen in iPads which
CS0147034 do not have a physical home button
Correction for iOS client allowing SetControlVisibility and SetControlEnabled client scripts to
CS0152376 work as expected on quick action bar controls
Correction for Android client to address issues that occur when the app is built using a custom
CS0159057 Package Id
CS0160912 Correction to enable extension table data to be synced to mobile accurately, after initialization
CS0163402 Correction for iOS client to ensure the List screens’ Search functionality functions as intended
Correction for Android client to retain modified survey responses for ‘Skipped Answer’ on
CS0163611 combo box and multi-choice questions
Updated app param value of DEFAULT_SYNC_INTERVAL to accept 300 as a valid value
CS0166118 instead of 500
CS0166202 Correction for iOS client to navigate the user to the JobList screen once a task is completed
Correction for iOS client to address issues that occur when adding attachments for Surveys
CS0167335 with attachment fields
CS0170871 Correction for iOS client to enable the 'Yes' button in Task Status Flow Confirmation Alert
Correction for StringFormat client script function in iOS platform to fix issues related to
DateTime conversion

Non-Mobile
Case ID Description
CS0123162 Corrected issue with missing Tasks in Web-Client Schedule Board
CS0134868 Correction to handle the data model of a stand-alone OData service similar to an OData
service that runs inside the app server
CS0147847 Correction for handling non-numeric content in user def num fields
CS0147978 Correction to fix ArgumentOutOfRangeException when mobile service installation is performed
without http binding in IIS
CS0153698 Amendments to enhance the management of simultaneous PM generations
CS0153890 Corrected issue with perform_logout in FSM headless authentication
CS0154398 Corrected issue with changing appt offer colors and data range in Appointment Offers window
CS0154595 Corrected issue with Object group not being sent on appointment requests and slot acceptance
CS0154626 Corrected issue where LOAD message includes incorrect Time Commitment
CS0155100 Improvements to REQUEST_UNIT_LOCATION database view for better performance
CS0157246 Correction in Warehouse Portal to appropriately handle special characters
CS0157792 Resolved team_id in the Schedule board inadvertently being modified when moving a task card
in Smart Client

2024-05-03 126
Case ID Description
CS0157983 Correction to remove Run Log entry when applying a Request Template
CS0158114 Correction for MESSAGE_HEADER_ASSIGNMENT table columns in the upgrade scripts
CS0158137 Improvement to include “Rendered as String” option on report parameters
CS0158704 Correction to handle session timeout gracefully when loading data for lobby elements in Web
Client
CS0159035 Corrected issue where column description added for custom metadata not visible in Web Client
CS0159408 Correction to download “REPORTVIEWER“ type reports as PDF in Web Client
CS0159759 Correction to add support for 2016 report definition schema on obtaining report width
CS0160129 Correction to split the map route into multiple sections when the number of waypoints exceeds
the maximum supported limit (25)
CS0160436 Correction to support URLs without any parameters in Web Client iFrame controller
CS0160642 Correction to support item styling with and without REQUIRED_LABEL_STYLE_ID value in
Web Client
CS0160657 Correction to add support for export Task list in Excel format in Web Client Schedule Board
CS0161426 Correction to fix "Invalid SMS Assembly" when sending SMS Messages via the Mobile
Dashboard
CS0161745 Correction to provide the base error of the exception messages for OData error handling
CS0163414 Correction to refine the behavior of "Lock Results", "Show New" & "Show Once" functionality in
Web Client Surveys
CS0164157 Correction to accurately sort resources by the app param
SCHEDULE_BOARD_PERSON_SORT_BY in Web Client Schedule Board
CS0164349 Correction for the Datetime conversion issue in getControlValue Client Script function in Web
Client
CS0164436 Correction to support editable Rich Text fields in Web Client list views
CS0165758 Correction to support custom columns of custom tables in SOLUTION_COLUMN_MAP table.
CS0167035 Correction to fetch the latest work status of a person upon Schedule Board refresh
CS0167231 Correction to pick the currency rate according to the received date when calculating the
average cost in the Receiving screen
CS0167435 Correction to set the return type of perform response, according to the EDM definition in the
OData service
CS0168632 Correction to support South African DateTime format in Web Client
CS0168916 Correction to display lobby list element data correctly, particularly in the last row, when
switching to full-screen mode
CS0169605 Correction to communicate RAM_Skill information to PSO when creating a team in FSM
CS0170331 Correction for issues with date format in Web Client “Contract PM Request Generation” screen
CS0172307 Correction to fetch the latest work status of a person upon Schedule Board Auto-refresh
CS0173272 Correction to ensure that Tasks are exported to PSO only if the Team assigned to the Task is
linked to a dataset
Correction to send the lower-case value of SWB_BROADCAST_MEDIATYPE app param
when exporting to PSO
Correction to set content-disposition header & content-type header as
‘application/octet-stream’, for OData requests that has binary data
Introduced new MPM “perform_stock_serial_adjustment_ex” to support Boomi & Import/Export
Allow access to the Report Retrieval screen through the Reports screen
Enabled description messages for baseline Report parameters
Ensure uniformity of button icons within dropdown lists in Web Client

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VERSION 6 UPDATE 25 CORRECTIONS
Mobile
Case ID Description
CS0133189 Corrected issue where notes are not refreshed real-time when they are added/modified
CS0133280 Corrected issue with FSM Barcode scanner in Android
Corrected issue in Windows Mobile so that the survey screen will be skipped when there are
CS0133482 no valid surveys for a particular survey screen in the Debrief Workflow
Corrected issue with the stretched icons in the Home screen while the soft input keyboard is
CS0134048 open in Android 13
CS0134777 Corrected issue where Completed tasks not being removed from task resource devices
CS0136280 Corrected issue with initialization failing for Person_IDs with ‘@’ sign
CS0138861 Corrected iOS issue with On-Demand attachment preview
CS0149042 Corrected issue with the “ValueChanged" event in Mobile Signature field
Corrected iOS issue where opening an attachment is not possible when attachment field is
G2352044 made Read-Only
Corrected iOS issue where Signer field value goes missing when coming back to the Debrief
Customer Review screen after signing

Non-Mobile
Case ID Description
CS0125412 Corrected issue with contract line status not being updated properly, after clicking "Regen Bill
Schedule"
CS0126725 Corrected issue where Monitor Schedules not working after some idle time
CS0128398 Corrected issue with complete list of tables not showing in XML Schema screen
CS0129284 Corrected issue with Deadlock during post to invoice and extract to voucher
CS0130375 Corrected issue with advanced search filters not working when using ‘+’ symbol in Web Client
CS0131177 Corrected issue in the Transfer Bin screen
CS0131521 Corrected issue with ‘Next Run’ in the Monitor Schedules not updating after execution
CS0131892 Additional indexes added to MX_T table
CS0134045 Corrected issue where blank page breaks are added in some custom reports
CS0134791 Corrected issue in Web Client Scheduleboard, where team members are not sorted for all the
values in the App Param SCHEDULE_BOARD_PERSON_SORT_BY
CS0134793 Corrected issue with Time Commit intervals set in Hours
CS0135303 Corrected issue in CUST_APP_PARAM screen when loading from CODE Tables screen
CS0135367 Corrected issue in Smart Client where ‘Filter Editor’ is not handling dates correctly
CS0135403 Corrected issue with custom Date time fields with mask type DATETIMENOTZ
CS0135526 Corrected issue with Style Color Settings in SmartClient
CS0135800 Corrected issue with multiple columns having the same display name in Import/Export
CS0137430 Corrected issue when returning perform_get_solutionsex results

2024-05-03 128
Case ID Description
CS0139492 Corrected issue with Report run log id notification, displaying in a separate tab instead of a
popup dialog
CS0140299 Corrected issue when setting values to column 'schedule_status_source'
CS0140317 Corrected issue when inserting data into the GEOPOSITION records
CS0140794 Corrected Smart Client issue where XML Editor content is changing when switching the UI
screens
CS0140946 Corrected issue with item styles not applied in Web Client
CS0141052 Corrected issue where Person Copy function offers no confirmation if 'To' person_id already
exists
CS0144527 Corrected issue with PSO integration when dataset ids contain unicode characters
CS0144952 Corrected issue with saved search filtering count WebClient
CS0145425 Corrected issue with rounding decimal points in Request vs the Invoice screen
CS0145489 Corrected issue with overlapping calendar exceptions not being clearly visible in WebClient
Schedule Board
CS0145926 Added correction in Warehouse portal to prompt an error message when trying to input any
invalid character value
CS0145929 Corrected Warehouse portal issue to avoid run time error when searching for a receiving_id
that no longer exists
CS0148354 Corrected issue with lobby element navigation omits '+' Sign
CS0148568 Added changes in Warehouse portal to support SSO authentication with Azure AD
CS0149965 Added correction to display client time for “NOW” placeholder in SmartClient
CS0149967 Added correction to update all allocation information for split tasks
G2342004- Added correction to handle exceptions when fetching server log levels
700
G2363301- Added correction to show parent run log status as QUEUED if child transactions ended up in
200 EXCEPTION status
G2369943 Corrected issue with Contract PM Planned date generation issue
Corrected issue with message translations in WebClient

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VERSION 6 UPDATE 24 CORRECTIONS
Mobile
Case ID Description
INC0514254 Corrected issue in Android to preview the selected tab when changing device orientation
INC0510334 Corrected issue with screen refresh when navigating back from Signature pad
INC0513152 Corrected iOS issue with displaying placeholder texts in text entry fields
Corrected issue with the baseline ST_NEXT client script, which prevented the creation of
INC0513355 scheduled tasks in the presence of sync exceptions
INC0514696 Corrected Android issue with naming and saving file attachments from the mobile client
Corrected the issue with the required flag validation on survey questions of LargeTextBox,
INC0520684 TextBox, Number and Date types
INC0520360 Corrected issue where the app gets crashed in certain survey configurations
Corrected issue with the getCurrentScreenName() client script function, in capturing the name
INC0521903 of metadata driven screens
Corrected the android issue with the inconsistent syncing of a single user across multiple
INC0522715 devices with OS version 10 or above
INC0523050 Corrected iOS issue with fetching the default calendar exception type
Corrected Windows mobile issue with updating the user work status, while the focus is on the
INC0527822 Home screen
Corrected Android app crash issue caused while populating list fields with high amount of
INC0530769 values
Corrected issue where the Attachment count badge not getting updated on the attachment
G2364112-A icon on the DebreifOverview screen upon sync
INC0518715 Corrected iOS issue with executing the refresh script on BaseAttachmentCard screen
Corrected iOS issue where the keyboard covering the text entry fields in certain screen
INC0488445 configurations
Corrected Windows Mobile issue with displaying the image on attachment fields, when the
field is set to read-only
Corrected Android issue with wrapping and aligning button texts on DayOverviewPage, when
the texts are in different languages
Corrected issue with quick Accept/Reject of Tasks on the JobList screen, when the app is
used in different languages

Non-Mobile
Case ID Description
INC0500559 Corrected issue with parsing inbound messages
INC0514757 Corrected issue in Schedule board, not showing Monday in the week view
INC0509089 Corrected issue with Post Receipts getting stuck in Methods
INC0509887 Corrected issue where record deletion is not possible when an active filter is present in Web
Client tabs
INC0510826 Corrected issue with Product Search in Web Client
INC0512980 Corrected issue with Client Script functions for MouseUp event
INC0513583 Corrected issue with PSO Calendar exceptions

2024-05-03 130
Case ID Description
INC0513688 Corrected translation issue of the label "Other" in Lobby Charts - Web Client
INC0516655 Corrected issue with FSM reports behaving differently across clients
INC0518603 Corrected issue with REQUIRED_LABEL_STYLE_ID not getting applied to list views
INC0520226 Correction to improve the process of sending attachments through emails
INC0523286 Correction to improve memory allocation and execution time of perform_replication_for_table
INC0524138 Corrected issue with the unavailability of Serial Id filter in Web Client Stock screen
INC0528083 Correction to set a default language for users in PSO
INC0529644 Corrected issue in the scroll in GANTT chart
INC0530846 Corrected issue with Quotation line qty not considering the UOM quantity format
INC0534431 Correction to add First Name, Last Name and Person ID to the Resource column in Web Client
Schedule Board.
INC0535946 Corrected issue in Stock allocation for different condition codes
G2342004 - Corrected issue when metadata cache returns no metadata for a perform definition that is
600 invoked via a business rule
G2347168 Corrected issue with PSO Logged-in user showing a different User Name
G2349996-D Corrected issue in the Installer to work with the non-IFS Azure subscriptions
G2358690 Corrected issue with "Smart Client Only" script triggered in the Web Client
G2359979-A Corrected issue with mm_message_out table having records which do not have a relevant
person_mobile record
G2360528-B Corrected issue with Bin Lookup not returning selected values to Receiving Unit Bin ID in
Receiving screen
G2360534 Corrected issue with the ‘Usable’ check box when adding serials in Web Client Stock screen
G2363914 Corrected issue with Non-Part Benefit Plan Conditions for Combined Parts & Labor Allowance
G2364738-B Corrected issue when saving Input XML in Web Client
G2364999 Corrected issue with package deployment sync rule error
G2365018 Corrected issue with resource skills being sent to PSO prior to the resource being sent
G2366074 Correction to add support for SSL-enabled FTP server access
G2366251 Correction to add the Activity_Custom_URL to Activity newly added or Activity status changes
only.
G2366299 Corrected issue with Lobby page tab title in Web Client
G2366369 Correction to improve Activity committing and uncommitting process (FSM - PSO)
G2366453 Corrected issue with Task Predecessor type 'Finish to Start' allowing incorrect results in linked
Activities
G2366488 Corrected issue with Activity priority defaulted to 1 even if the priority is not populated on Task
INC0503850 Correction to avoid Integration functions being evaluated multiple times for the same record
INC0500081 Corrected issue with Repair Center Description
INC0477114 Corrected issue with localizations in Inbound Integration API
INC0509841 Corrected issue with cannot edit/delete notes created by another user in Web Client
INC0508560 Corrected issues with DateTime filtering in the Advanced Search section
INC0503150 Correction to display the accurate UTC time in server for databases deployed in UTC timezone
INC0491350 Corrected issue with wrong entry point during reverse search, in product structure
INC0505158 Correction to restrict user login, after the password is expired in Web Client
Correction to avoid errors when a screen (including a Client Script for afterScreenLoad event)
is opened multiple times continuously.

2024-05-03 131
VERSION 6 UPDATE 23 CORRECTIONS
Mobile
Case ID Description
G2336880 Corrected Windows Mobile issue with Standard Survey functionality
G2355488 Corrected issue where tile/label description is overlapping with icon/image in Android
G2359281-B Corrected issue in setControlVisibility function for Save & Next buttons in Debrief Attachment
List screen
G2359979 Corrected “A100: Cannot authenticate the request because the login is invalid or client session
has expired” error when users are trying to log into the mobile application.
G2359979-A Corrected issue with mobile sync failing after UPD 18
INC0489608 Corrected issue with buttons overlapping in Survey Edit mode - Android
INC0483625 Corrected Windows Mobile issue - Cannot edit title in multi-choice survey questions
INC0490186 Corrected Windows Mobile issue with Jobs tile - badge count, not updating correctly when new
tasks are assigned

Non-Mobile
Case ID Description
G2358694 Corrected issue with Regular Expression Format not working in WebClient
G2357794 Corrected issue with WebClient where Code tables COUNTRY and STATE_PROV were
returning all active & inactive records after the user login.
G2343553 Corrected issue where ViewAllDataset permission is sent as allowed in Load files for SSO
Users
G2359837 Corrected issue with incorrect Task Save - Predecessor info message
G2359989 Corrected issue with Person Skills not being correctly updated to PSO via the baseline
FSM->PSO integration
G2359154 Corrected issue with “Cache Refresh (client)” in WebClient.
INC0487613 Corrected issue with updated Calendar Exceptions in FSM not reflecting in PSO
G2358054 Corrected issue where new "IFSJSONOutboundConnector" standard data connector excluding
any attribute in the integration map, when no values are returned in the extraction
G2360528 Corrected issue with WebClient Bin lookup advance filter not working as Smart Client
INC0489002 Corrected issue when saving screen settings for Place screen, product_id, model_id, part_id
etc. is displayed multiple times in the Products tab.
INC0480039 Corrected issue with Report TimeZoneId after upgrading to UPD19
INC0490750 Corrected issue with UPD22 - Header bar of Schedule Board doesn’t translate “weeks” in user
language.
INC0494215 Corrected issue with Contract PM Request Generation when the browser language is in Dutch
format
INC0494234 Corrected issue with Client Script function setControlValue in WebClient
G2359635-B Corrected issue where script errors were appearing after opening Task, Person and Request
screens
G2360526 Corrected issue with multiple selections in lookups in WebClient
G2362284 Corrected issue with Contract line 'Bill price' field is changed from a credit value to an invoice
value.

2024-05-03 132
Case ID Description
G2363880 Corrected issue with Inbound Integrations not working in FSM6U22 when supplying the
<Mapping_name>
G2363301 Corrected duplicating issue in ‘Add to Message Queue’ option in FSM Outbound Message
Queue
Corrected issue with Product Structure in SmartClient & WebClient
Corrected Object reference error in the shipment screen when posting a Swap shipment
Corrected issue with Workflow -State/Prov drop-down in WebClient
Corrected issue with 'Ad Hoc Reports' button disappearing after opening a report

2024-05-03 133
VERSION 6 UPDATE 22 CORRECTIONS
Mobile
Case ID Description
G2346395 Corrected issue with mobile sync error on Task with Survey Associated
G2353200 Corrected issue with attachment size not shown when uploaded from Mobile
G2354196 Corrected issue with Surveys showing wrong questions
G2354415 Corrected issue with Surveys | Skip radio button not marked when the question is skipped -
IOS
G2354944 Corrected issue when taking pictures in the Windows mobile client.
G2356037 Corrected issue where queries are working in Android but not in IOS
INC0476168 Corrected issue with IOS App crash when open time reporting screen
Corrected issue where Initialization prevents excessive loading template on sync screen -
Windows
Removed deprecated Maps and added support to iOS 16
Corrected issue with ATTACHMENT_MAX_SIZE app param not used to limit attachment size
Corrected issue where mobile service creates attachment files even if the file is missing in the
attachment storage folder(on-prem)

Non-Mobile
Case ID Description
G2310782-B Corrected issue where sorting in the search history is reset in the FSM screen
G2342004 Corrected issue with Generate PM Job Errors
G2343726 Corrected issue with Smart Client - Object Reference Error
G2349517 Corrected issue with Azure installation failing with subscription owner account
G2350846 Corrected issue with language setting problem
G2351234 Corrected issue with “Ignore skills” functionality on the assign lookup not working as expected
G2352333 Corrected issue with 'Created_from_quote_id" & 'Created_from_quote_version" aren’t
populated
G2353012 Corrected issue with FSM-Web Client Schedule Board doesn't honor task_status constraints
defined in UI Designer Xml Editor
G2353276 Corrected issue with Schedule Board Zoom Levels Changing
G2353636 Corrected issue where dropdowns scrolls to the bottom when clicking on items from the
scrollbar
G2354215 Corrected issue with REQUIRED_LABEL_STYLE_ID is not working for Web Client
G2354372 Corrected issue with the customer wants to know which function generates to Attached query.
G2355057 Corrected issue with “Attribute” localization overwritten to English from the German language
G2356414-A Corrected issue with Lobby issues Post-Upgrade 6.18
G2356427-A Corrected issue with cannot Initialize dataset with Team ID's containing parenthesis characters
"()"
G2358002 Corrected issue with WC Schedule board | Task is displayed twice until refresh
G2353632 Corrected issue with Default search in WebClient

2024-05-03 134
Case ID Description
Corrected issue with High DTU utilization when querying for 'geoposition' table.
Corrected issue where baseline OAuth2ExtractHandler doesn't support Resource attribute on
obtaining token
Updated .NET version of the Customer Portal to 4.8
Removed usage of temporary Azure SQL Server used for metadata database on upgrades for
better security and reduced resource usage
Corrected issue where Request Contact copy to task when modifying the request_contact
Corrected issue where the Contract selection screen is blank when creating a new request
Corrected issue with Smart Client - Image Lookup - "No imaging component suitable to
complete this operation was found" error.
Corrected issue in Purchase Order Notes Tab
Corrected issue with Model Screen - Products – “Owned By” Hyperlink not passing Place ID as
search Criteria

2024-05-03 135
VERSION 6 UPDATE 21 CORRECTIONS
Mobile
Case ID Description
G2344906 Mobile Android - Corrected issue with Part ID display when client script used to filter part ids
G2345794 Corrected locking issue when deleting rows from mm_delete_owners
G2344077 Mobile Android - Corrected App Crash after tapping Accept on Signature Pad (Signature API)
Corrected issue with Refresh Table not removing old messages from mm_message_out
Mobile Windows - Corrected issue where Global menu does not close on map page re-entry

Non-Mobile
Case ID Description
G2335870 Corrected issue where expired PSO exceptions not removed from FSM
G2350320 Corrected issue with visually disappearing tasks in the schedule board on the web client
G2298508-B Corrected issue where Part Dispositions are not shown by using Access Group in the Person
settings
G2346796 Corrected issue IFS Cloud/FSM integration (Cache issue when saving SUPPLIER_PART)
G2349653 Corrected issue where web client schedule board jumps back to today's date when tasks are
moved via drag and drop.
G2349440 Corrected issue with web client schedule board setting of Future and Past days
G2348997 Corrected issue when creating reports related to tasks, report ignores App param 'Show server
time only = Y'
G2341338 Corrected issue where Task Screen, value of REQUEST_UNIT_ID in Parts Needs Tab is
different from the value of UNIT_ID
G2348181 Corrected issue where schedule board keeps loading when team is selected due to deleted
time block
G2348586 Corrected issue with External Link not working on WebClient
G2345323 Corrected issue where Solutions does not recognize Keywords which are starting with
numbers/digits
G2346925 Corrected issue where View Screen Events option is giving error when opening the screen
CONTRPRODCOVLOOKUPWEB
G2345275-C Corrected issue where Schedule Board all teams are automatically expanded
G2273758-C Corrected issues with browsers using date format of day-month-year (e.g. German(Germany):
25.8.2022)
G2345662 Corrected performance issue when deleting three sixty output history data
G2342013 Corrected issue where Web Client Lobby Bar Chart doesn’t show the bars when using Multiple
Series data
G2291553-B Corrected issue with Tech Portal Scrolling on Ipad - Unable to scroll within the pop up panel.
G2341898 Corrected issue where Client script is not triggered with click event on a checkbox field
G2344366 Corrected issue with PSO where time zone standard name does not match time zone id (UTC
for example)
G2337476 Corrected issue where Task Status Flow is not working for task_status fields of an alias table
of the task table
G2336303 Corrected issue where Integration Run log shows COMPLETED but there are multiple
exceptions in the details

2024-05-03 136
Case ID Description
G2291553-A Corrected issue in Tech Portal - Scrolling Vertically on Task Results Screen on an iPad does
not work
G2341903 Corrected issue where Client Script populates dates in the future
G2343553 Corrected issue where ViewAllDataset parameter in PSO System input is set to True during
load jobs
G2351417 Corrected issue where upgrade showing incorrect currver entry after upgrading with
"delivery.txt" file
G2349659 Corrected issue where Scheduleboardtaskcardweb user def fields and custom metadata fields
does not show accurate data
G2289830-B Corrected issue where Some load jobs executions get fails with "Object reference not set to an
instance of an object." error.
G2341446 Corrected issue where version mismatch in the about window after delivery FSM_6_U16_D07
G2343632 Corrected issue where FSM Client Script doesn't run after refreshing the task screen for the
part needs
G2348263 Corrected issue in PLACE - ADDRESSES where the STATE is not filtered for the selected
country in Web Client
Updated Baseline Message Translations for Update 21
Corrected issue with WebClient de-DE language code (E_MISSING_BUNDLE error)
Corrected issue with extraneous PerformanceMonitor.CleanNonLiveThreads() messages in the
server log.
Corrected issue where "Invalid file output type" error can appear on Packing Slip report - Web
Client Only
Corrected Web Client Console error displayed when switching among screens
Corrected issue where Archiving Process for REQUEST can fail because of invalid relationship
to PRODUCT_PM_SCHEDULE_TASK
Corrected issue where Web Client Request Line Hyperlink on Repair Center Screen not Using
RMA ID Constraint
Corrected issue where Web Client - RMA Product Lookup - Return Reason Pick List on
Individual Lines is Empty
Corrected issue with importing price agreements with shared pricing templates when no meta
rule group id is sent
Corrected issue with Web Client format dates that are entered in string mask controls (UK)
Corrected issue with web client Schedule Board task and resource card do not support client
scripting methods like getControlValue

2024-05-03 137
VERSION 6 UPDATE 20 CORRECTIONS
Non-Mobile
Case ID Description
G2343510 Corrected issue with generating Keywords (Solutions) Function and non-printing characters
G2342598-B Corrected issue with report in Word format not returned correctly from Report Retrieval Screen
G2336339 Corrected issue with incorrect Person calendar exceptions start and end time
G2340834 Corrected issue with Resource Object Groups not being deleted in PSO
G2339326 Corrected issue with Web Client Combo box with hierarchical global codes
G2325489 Corrected issue with Message translation of Global code not updating in web client
G2327713 Corrected issue with performance caused by lock which enclosed calls for GetServerInfo
method
G2341903 Corrected issue with Client Script populating dates in the future
G2341728 Corrected issue with Mobile Phone field of personcardweb in web client scheduleboard
G2330268 Corrected issue with lobby element image shown doubled
G2337932 Corrected issue with Web Client Contract renewal
G2330389 Corrected issue with Dropdown Lookup XML showing wrong values in Web client
INC0417907 Corrected issue with calling FSM Solutions MPM via the CE OData Interface
G2340576 Corrected issue with message translations for surveys not loaded in web client
G2339199 Corrected issue with DateTime fields not displayed correctly in Web Client lobbies
G2340232 Corrected issue with screen list reverting to first page after returning from another page in web
client
G2338464 Corrected issue with Appointment Booking Window in Web Client reverting to initial week
selected
G2336430 Corrected issue with Technician Portal - Saved searches cannot be made public
G2337872 Corrected issue with web client Schedule Board Refresh and Loading Time.
G2338063 Corrected issue with web client screen settings not preserving column order
G2338142 Corrected issue with Baseline Barcode Solution for Reports not working in Client Reports
G2334616 Corrected issue with Barcode Font not available for client reports in WebClient (custom report)
G2338737 Corrected issue with Parent – Child dropdown saves invalid values in database [WebClient
only]
G2338649 Corrected issue with Inbound XML integration messages failing intermittently due to an
authentication error
G2333321 Corrected issue with Inbound file-based integrations executed via timer not running as
expected.
G2337562 Corrected issue with custom message ids used in code tables overwritten by upgrade
G2325308 Corrected issue with no warning when the work calendar exception lies between plan start and
plan end date of the task
G2341303 Corrected issue with Web Client – Read-Only Dropdown getting activated after clicking on it
G2273758-B Corrected issue with Web Client – Time Format
G2343819-B Corrected issue with Web Client - Change password error 'OBJECT OBJECT' on login page
G2344737 Corrected issue where surveys are shown doubled
G2343447 Corrected issue where Resource Time Zone conversions are not happening with PSO post xml
Corrected issue where Web client Menu Items not displaying the Given Icon Ids of Image
G2342444 Library

2024-05-03 138
Case ID Description
Corrected timeline scaling issue when zooming, switching between tabs and refreshing
Corrected web client schedule board given notification with undefined value
Corrected issue where T_INTERFACE_ERRORS not updated when invalid transaction type
used in t-table import
Corrected issue where Person Cal Exceptions are invoked more than once for the same team.
Corrected issue where ECO/PM server function called redundantly many times in web client.
Corrected issue where Repair Center Non-working Calendar Exception causing Assignment
function to loop indefinitely
Corrected issue where Web Client - Repair Center - Client Script Error shown when Cancelling
from Exchange Window
Corrected issue where switching the question answers in the survey causes error
Corrected issue where web client Schedule Board jumps back to incorrect position when
switch between tabs
Added date to new tool tip that appears when dragging task cells on web client schedule board
Added Configurable coloring for shift and calendar exception cells based
Corrected issue where display of Schedule Board Header based on zoom level not properly
adjusted
Removed non-baseline Lobbies from FSM6 new installs
Corrected issue where Contact Skill achieved date can be set to a future date
Added OData service URL to Summary screen of FSM installer
Corrected issue where schedule board becomes unresponsive when dragging tasks
Corrected issue where shifts are generated more than once when loading schedule board
Optimized logging when many exceptions are generated

Mobile
Case ID Description
G2334967 Corrected the Refresh Table function from the Mobile Dashboard to delete and fully refresh
data for all tables selected, regardless of the sync rule Delivery Method
G2332986 Corrected iOS issue with automatically displaying attachment description or name when
scrolling through Attachment Full Screen
G2338865 Corrected iOS issue with text display in custom Home Menu Item count badges
Corrected iOS issue with Attachment List action button visibility when using large font size
Corrected iOS Attachment List to sort attachments by descending created date
Changed the Windows Tab screen architecture to ensure visibility of tabs when using large text
size

2024-05-03 139
VERSION 6 UPDATE 19 CORRECTIONS
Mobile
Case ID Bug Title
G2318293 Corrected some content in the FSM Mobile Guide
G2331117 Corrected an iOS issue with client scripting on DebriefOverview failing to hide the Quick Action
buttons.
G2335606 Corrected an Android and Windows issue that was deleting attachment files from the device
when the task was completed.
G2332691 Corrected an iOS issue causing Attachments display incorrectly on the Attachment Full screen
when the same attachment was associated with multiple tasks.

Non-Mobile
Case ID Bug Title
G2335809 Corrected issue with Adhoc Reports no longer editable after upgrade
G2331210 Corrected hardcoded credentials located in config
G2338879 Corrected UPS Integration giving errors
G2338673 Corrected Customer Portal error with IST time zone
G2335221 Corrected issue with web client error message containing DB field name instead of label
G2337284-A Corrected Odata "EDM model has not yet been initialized" error during
perform_inbound_integration
G2336765 Corrected Request can be saved without adding all primary key information
G2336958 Corrected ‘Question using RadioButton Control must have at least two answers’ error message
G2337284 Corrected loading of Integation Framework Entities in Installer
G2335829 Corrected Ad Hoc Report Link in Lobby not working in Web Client
G2335809-A Corrected Adhoc Reports can't upgrade
G2336958 Corrected ‘Question using RadioButton Control must have at least two answers’ error message
G2335623 Corrected FSM- PSO integration Calendar Exception issues
G2330348 Corrected Schedule Board with Engineers on More Than One Team Each With Unique Work
Shift
G2334667-A Corrected Schedule Board zoom issue with panel view in Web-client
G2334083 Corrected Perform_inbound_integration Odata endpoint not working
G2333656 Corrected issue with PRC_AGREEMENT_NPU_VIEW import from t-table processing
completely
G2332675 Corrected ODATA REST API - Attachment in Binary
G2334207 Corrected Activity status in the PSO will remain -1, if the Appointment booking process is
aborted
G2333996 Corrected Web Client Schedule board | Row size 'resource' doesn't adjust
G2293300 Corrected error System.Decimal cannot be converted to System.Double
G2327896 Corrected issue where unit cost appears on purchase orders while "Amount On Po" is not
checked?
G2299315-A Corrected OData Rest API's takes more than 10 minutes to build the data model

G2333249 Corrected issue with OData: Querying contracts which have end_dt field null

2024-05-03 140
G2332949 Corrected Web Client Schedule board zoom settings not saving
G2325428 Corrected FSM Lobby - value of Counter element with a value in 'Order by' field not shown in
web client
G2330553-B Corrected Mass update button not working in web client
G2330583 Corrected FSM Azure Installation - Incompatible Azure policies
G2326552 Corrected Odata integration inconsistent availability
G2328338 Corrected Lobby Issue - Pie chart display in Tech Portal lobbies
G2329371 Corrected Web Client Schedule board task card user def fields shows incorrect values
G2319525 Corrected Ad hoc reports created before FSM6U13 cannot be edited
G2324472 Corrected Schedule Board Shows Wrong Visualization
G2326921 Corrected FSMVSPackage Report Add-In supports Visual Studio 2022
G2323242-A Corrected Web Client Schedule board jumps back to initial position when refreshing the
schedule board
G2323228 Corrected Web Client Schedule board details viewer changes not saved
G2320991 Corrected Web Client Schedule Board Resources column shift causes wrong view
G2315462 Corrected Web Client Work calendar exceptions shown incorrectly when
SHOW_SERVER_TIME_ONLY = Y
Note in documentation only a Single Extension Table is Supported for each Baseline Table
Help updated for Ad Hoc Reports, Repair Task Debrief, Geo Source, Part Cost Change,
Product Skills, Contract Copy, Part Model Map, and Steps
Person Skills synchronization improved between FSM and PSO
Adjust SME Queue Processing Code to Reduce Risk of Locking
Corrected Requisition - Web Client - 'Event Type is required' error despite Event Type being set
to a Value
Corrected Web Client Schedule board Row size 'resource' doesn't adjust
Corrected Issues in lobby search by role and lobby ID
Corrected Ad-hoc report generation issue after adding task description

2024-05-03 141
VERSION 6 UPDATE 18 CORRECTIONS
Non-Mobile
Case ID Bug Title
G2329216 Corrected issue with Mass Update button in web client
G2329466 Corrected issue with integrations using IFS_INTEGRATION_MONITOR Person rather than App
Param values
G2329370 Corrected issue with reports ignoring SHOW_SERVER_TIME_ONLY app param value.
G2328322 Corrected issue with incorrect calculation of Task Plan End, Travel Start/End dates when
modifying Plan Start
G2327992 Corrected issue with Web Client - Appointment Booking screen - template not displayed.
G2326818 Corrected issue with Secure Token - Collection Modified Error appearing on web client login
screen
G2328307 Corrected issue with zoom buttons in the schedule board changing date formats
G2326774 Corrected issue with REQUESTCREATEUPDATE role setting the incremental flag to Y during
upgrade
G2322446 Corrected issue with Web Client Schedule Board scrollbar not updating in real time
G2322425 Corrected inconsistency in the functionality of Quick Search Editor in UI designer for PLACE
Screen
G2326944 Corrected issue with Time Picker missing on Import/Export date/time constraints after
upgrade
G2325439 Corrected issue with greater than/ less than operators in Saved Searches not saved correctly
in Web Client
G2295004-E Corrected issue with Date/Time format of FSM Web Client AdHoc Report filter
G2325927 Corrected issue with Tech Portal & Web Client deleted or inactive default work_status types
still visible
G2325027 Corrected issue with Contact search giving error while searching a Contact ID in Web client
G2325229 Corrected issue with scheduled processes not running if the "modified by" user is inactive
G2295004-G Corrected issue with Reports/AdHoc Reports - ‘Prompt’ filter for multiple comma-separated
values not working
G2323484 Corrected issue with OData call or XML poster call (inbound integration) returning empty run
id intermittently.
G2322454 Corrected issue with Textarea field set as read-only by customization not working
G2318354 Corrected issue with Report output file type being set inconsistently when using Print button
on screen
G2321632 Corrected issue with web client returning HTTP 500 error when authentication set to OIDC,
FSM
G2312219 Corrected issue with incorrrect sorting when selecting a country for a place in the web client
G2320051 Corrected issue with XML type business rule not working with “After Update” Execution point

G2310677 Corrected issue where PSO initialization was resetting skill proficiencies in ARP to default
value.

2024-05-03 142
G2313946 Corrected issue where several translations for German language were not appearing correctly
in customer portal
G2321611 Corrected issue where search disables ability to add new records to Time and Expense screen
of Repair Portal
G2320757 Corrected issue where Lookup XML on a task_status field doesn't work in web client
G2317181 Corrected issue with simultaneous PSO Appointment booking confirmations
G2299315-A Improved performance of OData Rest API data model rebuild after server restart
G2315334 Corrected issue with OData OAuth2 integration and refresh tokens
G2328339 Corrected issue with Lobbies allowing lock for editing while user still has the Edit Element
dialog open
G2324485 Corrected Client Reports Path App Params Error (See
CUSTOM_CLIENT_REPORTS_UPLOAD_PATH above)
G2309819 Add logging for Activity_Status block in PSO input xml
G2328208 Corrected issue with intermittent A102 error during Odata call using the token (Load
Balanced).
G2321568 Corrected issue with Global Code - "Parent Code Name" function for Web Client
G2295004-F Corrected Reports/AdHoc Reports - Timeout when having a big number of rows (See Report
Retrieval above)
G2320050 Corrected Task Report is not generating in Web Client, timing out after3m45s (See Report
Retrieval above)
G2331210 Corrected Hardcoded credentials located in config (Paypal)
G2324463 Corrected Export to Excel (XLSX Is Not Available)
G2329347 Corrected Mass update not working on web client - Error message in Run log

Mobile
Case ID Bug Title
G2310164 Corrected an Azure issue preventing downloading attachments to the mobile clients when the
file names contain multiple special characters
G2321061 Corrected an Android issue preventing photo attachments from being saved when rotating the
device with the camera open
G2319071 Corrected a Windows client synchronization issue that could lead to a conflict between normal
sync and fast mode sync. This could result in some messages being synced multiple times
and some messages not being fully processed, which could appear as messages “stuck” in the
queue.
G2325774 Corrected an Android issue that displayed “Processing…” on the Notes screen when the note
creator’s Person record was not in the mobile database
G2326266, Corrected an Android issue preventing SSO Authentication when using ADFS as the Open ID
G2329124 Identity Provider
G2323813 Corrected an Android issue sometimes preventing the Where Clause from executing on a List
screen when no records are found
G2328524 Corrected an iOS issue causing a Read Only text field to sometimes display a hyperlink
Corrected an Android issue where AM/PM time format was sometimes used on devices
configured with a region that uses 24 Hour format
Corrected an Android time zone issue with the date/time values defaulted in the Calendar
Exception screen

2024-05-03 143
VERSION 6 UPDATE 17 CORRECTIONS
G2321532 Corrected issue where Schedule board jumps back to Today after dropping a task to a
future date
G2313666 Corrected issue in web client with search on date ranges
G2313431 Corrected issue with web client with custom display fields on resource tasks
G2288542 Corrected issue with smart client displaying lines to differentiate days and hours
G2305755-A Corrected issue where expired skills are not removed from PSO
G2312144 Corrected issue where Collection Modified error would display on login
G2309392 Corrected installation issue with hyphen in SQL Server name
G2313444 Corrected issue where max_delay is not transferred to PSO
G2298089 Corrected issue where PSO ARP broadcast to FSM fails
G2314090 Reduced number of Object Deletions sent to PSO in Appointment Booking process
G2314214 Corrected issue with syncing SSO User Records to PSO
G2287036 Corrected issue with Appointment Booking using templates not considering place calendar
exceptions
G2314365 Corrected issue with saving notes in customized note tab using rich text fields in web
client
G2304276 Corrected issue with Norwegian language support in web client
G2310782-A Corrected issue with improper reset of sorting in a search screen
G2313949 Corrected issue with date search using Norwegian date format in web client
G2322755 Added support for custom tables in T-Table Editor screen
G2314691-B Corrected issue with PM Generation using same Run ID when date and posting group are
reused but other criteria differ
G2314691 Corrected issue with Contract Review/Post on contract with large number of lines
G2315962-A Corrected issue with cosmetic bug with blue lines on selected tab header in web client
G2314893-B Corrected issue with web client lobby exported in one environment and imported to
another
G2319594 Corrected issue with Task Status not sorting by Sequence
G2270265-A Corrected issue with Wrong Drag and drop on task on Schedule Board
G2268324-A Corrected issue with Schedule Board difficulty to drag and drop to the time desired.
G2268324 For web client added ability to show time slot as task is being dropped
G2286192-A Added logic to copy work date when creating a part usage from a quote
G2313354 Corrected issue with FSM Connect Value in XML Message not escaped in CSV inbound
G2313020 Corrected issue with FSM Connect Character encoding when "Reference File" is not
checked in CSV Inbound
G2202111-A Enhanced web client to enable Change/Reset User Password on login page
G2239611-A Corrected Japanese Translations
G2296980-C Corrected Integration Monitor Schedules to use TimeZoneInfo.Equals when refreshing an
existing schedule and avoid overwriting current next run value when restarting
G2295004-D Corrected issue with Adhoc Report not printing in web client with Portugal time zone
G2314098 Corrected issue where web client lobbies zoom levels are automatically set to > 1000%
G2314108 Corrected issue with WEBCLIENT_PRIMARY_COLOR setting not changed on refresh

2024-05-03 144
G2309533 Corrected issue with task status of 32 characters not being able to view color
G2297221 Corrected issue with colors of lobby screen are not the same between smart and web
client (note that web and WPF colors are closer but not exactly the same)
G2316563 Corrected issue with retrieving the binary contents of an attachment in cloud storage
account using OData
G2299315-A Improved performance of building data model for OData Rest APIs
Corrected issue where saved Task Display settings are not applied to schedule board
settings panel in web client
Corrected issue where schedule board task card opening position is not always correct

Corrected issue where web client calendar exceptions are not shown in schedule board
until refreshed
Removed the Apply Request Template run log entry for requests generated by automatic
processes such as PM Request Generation from request template application
Set Default File Type to XLSX (Excel) for Import/Export when no file type is selected in
wizard.
Changed default value of app params EXPORT_TRANSLATIONS and
IMPORT_TRANSLATIONS to N. These app params are internal to IFS and will be removed in
future release.
Cached certain application parameter values retrieved in the AuthenticationManager to
reduce the number of database queries and improve performance.

Removed unused Telerik.Web.UI.dll from the Mobile Service solution

Encrypted the SMS_SERVICE_LICENSE_KEY app parameter. A person with Admin role can
view the value with the Decrypt button.
Web client now displays Sub Teams and Parent Teams in Team Selection Drop Down

Updated help page for Approvals and Escalations

Corrected issue where Performance monitor does not consider
ABORT_HIGH_MEMORY_THREADS app param
Corrected issues with Norwegian date format in web client.

Corrected issue where installer for Azure was showing incorrect Powershell version.

Corrected issue where OData does not retrieve binary contents of an attachment held in
Azure storage
Adjusted Refresh Cache logic to include financial and localization changes

Made the colors of the indicators in lobby charts more similar between smart and web
clients. Note that they cannot be made exactly the same because Web and Windows
colors are not fully equivalent
Corrected Purchase Order Search for Today's POs in web client

2024-05-03 145
 Corrected invalid time value error in Web Client schedule board when pressing Add
Resource button
Corrected issue with mouse scrolling in Web Client schedule board on the Legend drop
down field.
Improved exception handling with deletion of run logs and user unlock operations so that
other server maintenance operations complete
Corrected web client issue with multiple server calls being invoked simultaneously in
multiple threads in an Azure environment. Intermittent exception when you first log in
(Collection was modified)
Corrected issue where TASK_CONTACT.LAST_NAME is not marked as Required in FSM
Metadata
Corrected issue where the Convert To PO checkbox value on a Requisition header is not
carried down to the Requisition Detail and GNS records
Corrected issue where sticky header blocks the top of the scrollbar on web client
Corrected issue where search criteria with the same title could be saved multiple times
Corrected issue where upper Add/Edit section of screen does not scroll on Person, Quotes
and Role screens using Safari browser on iPad
Corrected issue where Part Notes with one or more replies could not be deleted
Standardized web.config differences between Azure and on-premise where feasible
Corrected Activity Feed to not Cause CPU spikes during updates of METRIX_RUN_LOG

Corrected issue where Web Client - Return Process - Tabbing Skips Check Box Controls

Mobile
Case ID Title
G2295822-C Added a new Notification icon that displays properly on high resolution Android devices
G2311705 Added a new iOS Calendar control that supports Theme color and device language
configuration
G2311709 Corrected an iOS issue with the Attachment "Save" and "Cancel" button text not being
translated into the user’s language
G2298513-B Corrected issue with a user’s geographic position updates not being synced to team
members’ devices.

2024-05-03 146
VERSION 6 UPDATE 16 CORRECTIONS
Mobile
Case ID Title
G2306087 Corrected Windows issue with “Miscellaneous parts” and “Find Parts” labels not being
translated to the user’s language on the Parts Used screen
G2292233 Corrected Android and iOS issues where Logout and Close was sometimes not logging the
user out of the app when using OIDC authentication.
G2281461 Corrected iOS UI issue that sometimes prevented users from seeing the text being entered
in a text field.
G2250906 Corrected iOS UI issue causing the screen to scroll back to the top after picking a value or
closing the keyboard.

Non-Mobile

Case ID Title
G2313222 PSO Initialization from FSM gives error with many teams (~ 1000)
G2310219 Calendar exceptions are obscured by the standard calendar shift in the Schedule board
G2311352 Error "The scalar select returned more than one item" with time commitments created on a
role with access groups
G2311289 Some columns on Repair Center Search Screen are not shown with their Japanese
translations
Deletion of integration_log and integration_log_detail records older than the number of days
specified in the INTEGRATION_LOGS_DAYS_TO_SAVE app param made more
G2310983 performant and reliable by deleting in 25k row batches.
G2310342 Corrected Saved Search Error "Missing closing Parenthesis"
G2310061 Web Client Schedule Board Record details viewer changes not saved via 'Screen Settings'
G2308693 Corrected CONTROL_ TYPE FSM Codes cannot be activated/deactivated
G2307628 The server log levels are not set for all servers in a server farm
G2307809 Web Client Schedule board jumps back to initial position
G2307728 XML Maps are unable to escape single and double quotes
G2307557 Row concurrency issue when trying to update the request with Request Template Id
When creating reports related to tasks, report ignores App param
G2306558 SHOW_SERVER_TIME_ONLY
G2300633 Web Client Schedule board task card user def could incorrectly show a null value
Web Client Controllers div (which carry “Today”, “Search Team(s)”, “Map” …) is not
G2297400 responsive
G2301250 Report Screen Filter Parameter Error
G2305915 DB upgrade shows error in the command prompt but finally it shows as successful
G2295077 Date Filter in Web Client Weird can be off by one day
G2297030 Business Rule 148 not working correctly.
G2305755 Resource Skill availability not flowing from FSM to PSO when ARP is disabled
G2297675 Business Rule Input XML: WebClient Error
G2300529 Web Client Column shift is not saved via 'save screen settings'
G2297836 Request & Task screen searcher are not translated

2024-05-03 147
G2296977 Web Client Schedule board button to unfold the team is no longer available
G2296036 Translation for German messages in Schedule Board in Web Client
G2296599 Global codes Parent>Chiild relation does not work in Web client
G2298089 PSO ARP broadcast to FSM displays Soap 1.2 error in PSO Log
G2314307 Web Client loading of a list with drop downs takes too long

Contract type added as search criteria to PM Request Generation

Default value for USAGE_DAYS_TO_SAVE app param changed from 30 days to 14 days
Insert/Delete logic for MX_U table disabled when USAGE_DAYS_TO_SAVE set to 0 (zero)
Analyze Usage tool corrected to allow start and end time to be specified as well as date
Contract Copy will now generate the “Contract ID To” if one is not specified.
Hyperlink to Run Log now appears for this operation.
Corrected screenName undefined error that could appear in Web Client Consolve
Removed obsolete App Param: SHOW_RESULTS_AS_LIST
Web Client Attribute value lookup now working in part screen
Corrected issue with Cancelling Popup for Create Quote Workflow on Opportunity Screen

2024-05-03 148
VERSION 6 UPDATE 15 CORRECTIONS
Mobile
Case ID Title
G2284261 Corrected issue with incorrect Contract Version displaying on the Overview screen
G2288094 Corrected Android issue with theme color not being applied properly on a “List with
Headings” screen
G2292998 Corrected Windows issue with translation of the word 'Task' in the Work List map
G2292747 Corrected Android issue with the Signature panel sometimes disappearing from the
Customer Review screen
G2294463 Corrected issue with workflow menu items with the same text opening the incorrect screen
G2269498-A Corrected Android issue causing an app crash when long pressing the heading of the Work
List screen
G2299794 Corrected iOS issue preventing addition of Request Units during Schedule Workflow
G2300319 Corrected Android issue sometimes displaying multiple Scan barcode context menu items
when adding part usage in Debrief Workflow
G2299127 Corrected issue causing messages to sometimes fail to insert into mm_message_out when
the number of actively syncing devices exceeded the value of the ROW_LIMIT app param
G2254285-B Corrected Android issue with location services sometimes not working when the
MOBILE_INITIAL_SCREEN app param is set to JobList

Non-Mobile
Case ID Title
G2275252 Corrected issue with Do Not Schedule status update with PSO
G2283313 Improved performance when clicking on URL to open task from PSO it takes a long time for
FSM to launch and display
G2287280 Access group added to work calendar.
G2284059 The Overview screen for lobbies now translated in all supported languages
G2285254 Corrected Message Translation not available for A102 Login error
G2284403 Corrected Message translations not provided for baseline lobby titles
G2288447 Corrected issue with Warehouse portal on Azure running multiple instances
G2291987 Corrected Business Rule Input XML difference between Smart Client and Web Client
G2291553 Corrected difficulty in scrolling down through the tasks in the web client using an iPad
G2290921 Corrected Lobby filters are showing different values in the IFS smart client vs the Tech
Portal
G2292337 Message of App Param "CHECK_ACTIVE_CONTRACTS_FOR_PRODUCT" now appears
correctly
G2294221 Corrected Lobbies allow you to lock for editing while you still have the Edit Element dialog
open.
G2292651 Corrected FSM/PSO Object Groups not being synced
G2290056 Corrected Web Client - Mass update popup directs to the first record of updated entity
G2294859 Corrected issue with slowness when booking appointments using Web Client.
G2288180 Corrected issue where product_structure screen of the web client doesn’t adjust its size
accordingly to the resolution.
G2294992 Azure SQL Sequences now used instead of counter_and_id to avoid deadlocks

2024-05-03 149
G2295260 Corrected Unserialized part can be wrongly registered as a part or product, with error not
appearing in very late stage during RMA processing.
G2292249 Corrected Reportset button in the web client not printing
G2260295-A Corrected FSM time blocks management delta between Web and Smart client
(SHOW_SERVER_TIME_ONLY)
G2295004-A Corrected issue with AdHoc Reports - Web Client filter issue - 'is not null' operator
G2295004-C Corrected AdHoc Reports: Web Client misalignment between labels and text boxes issue
G2295004 Corrected issues with editing Ad-Hoc Reports such as removing columns
G2294803 Corrected issue with Web Client Schedule Board Zoom limits
G2295645 Corrected Element Designer Image ID not working
G2294824 Corrected Screen settings not being saved in Webclient
G2297208 Corrected Screen settings not being saved in Webclient
G2296037 Corrected issue with complete description of the field names is not shown in the Settings
pop-up screen of the ScheduleView in Scheduled Board screen.
G2296039 Corrected translation of Mass Update button for the task screen in web client
G2296849 Corrected issue with configured baseline lobbies saving with invalid zoom levels
G2296365 Corrected Invalid data error with Locality field on the Address screen
G2295192 Corrected 'part usage' and 'labor and expenses' disappearing on repair center
G2297860 Corrected issue with Listview not scrolling in real-time with the scrollbar when page size is
set to "all". Note this applies only when 100 rows or less of data.
G2296822 Corrected issue with the column header positions In the Web Client not sticking with low
resolution for standard screen
G2286375-B Corrected issue with saved searches in some screens showing wrong values in web client.
G2298089 Corrected issue with PSO ARP broadcast to FSM failing when password contains XML
special characters.
G2295391 Corrected issue with Delta of 2 hours registered in the export file compared to the actual
time of the operation
G2291245 Corrected issue with Purchase Orders created from Requisitions originating from Drop Ship
cannot be edited cleanly
G2287919 Corrected issue with Adhoc Reports security permissions not working properly
G2297215 Corrected issue with Invalid Zoom levels in lobby (Smart and Web Client)
G2288165 Corrected issue with Notification Message Failure (retry added for intermittent
communication error)
G2299922 Corrected issue with Activity time frame on schedule board of Web client
G2300332 Corrected issue with Web client ignores App Param 'SHOW_SERVER_TIME_ONLY
G2298564 Corrected issue with PSO Workbench not loading from FSM Web client
G2298530 Corrected issue with Part Entitlement Condition - error message by Access Group function
G2300087 Import/Export table list in dropdown is no longer limited by the ROW_LIMIT App Param
value
G2300615 Corrected issue with On request creations create new place and save - place details not
displayed until request saved.
G2292651-B Corrected issue with EXPORT_TASK_TEAM Scheduling App Parameter. This app param
is now obsolete.
G2285422 Corrected issue with Request Type not displaying correctly in Web Client
G2275180-A Corrected issue with Invalid values for Combobox Dropdown in search screens
G2302363 Corrected issue with MAX_ROW attribute not specified for Web Client schedule board task
hierarchy select
G2303316 Corrected issue with Operators not getting disabled in report (web client) after "Operator is
Readonly" checkbox is selected

2024-05-03 150
G2295686-B Corrected issue with Named Users without an Admin Role do not have access to Price
Agreement Parameters
G2304362 Vulnerabilities in .NET Core 3.1.12 corrected by upgrading to .NET Core 3.1.22
G2303907 Corrected issue with translation for NoAppointmentOffersAvailable not available in Smart
Client.
G2296337 Corrected issue with Message Translation 'LocationsBins' in Dutch (Netherlands) locale
code.
G2298451 Corrected issue with Mass Update not working when a field of an extension table is used for
filtering
G2301739 Corrected issue with XML transactions defined on "On Response" does not get invoked
G2303316 Corrected issue with operators not getting disabled in report (web client) after "Operator is
Readonly" checkbox
G2273758-A Corrected issue with time format in web client is always in AM/PM
G2294867-B Corrected issue with “Cannot find any transaction associated with the current thread for the
requested operation”
G2306125 Corrected issue with time constraint in Import export in smart client
Corrected tab/login Issues with BASE_WEB_CLIENT_URL setting

Additional information on Input Reference and Activity Status included to aid troubleshooting
for FSM/PSO integration.
Added missing Survey Group field on Survey screen Search Panel
Corrected Web Client Custom Help to take Sequence Into account for multiple help links
Put Away List – Corrected issue with Request Parameter selecting against the purchase
order ID column
Corrected issue with price rule sequence on contract price details appearing as read-only;
added hyperlink to underlying record.
Corrected issue with Web Client Place ID from Request does not default into a new project

Corrected issue with Contract cancellations allowing for a cancellation date greater than
coverage end
Corrected issue with Task type combobox values not loading when having a parent.

Corrected issue with Web client appointment booking Get Offers not detecting invalid date
when changing the Start Date and End Date
Corrected performance issue with Smart Client client script caching where empty values for
non-existent client scripts make repeated calls to server.

Smart Client - Corrected extra refresh on the result row being performed on Save

Corrected issue with Quote Template screen where negative value can be entered to
Duration field.
Updated Lodash package in Web Client

Archiving Engine corrected to show both archive table and original table in errors
Corrected issue with Customer portal showing javascript errors in home page, when lobbies
are loaded.
Corrected issue with translations not appearing for survey results

2024-05-03 151
 Corrected issue where negative value can be applied to max percent field of Position screen

Corrected issue with price rule sequence on contract period price appearing as read-only;
added hyperlink to underlying record.

2024-05-03 152
VERSION 6 UPDATE 14 CORRECTIONS
Mobile
Case ID Description
G2280107, Added support for On Demand Attachments to the Attachment API List screens
G2286208
G2282905 Corrected iOS app crash when clicking on a notification that substitutes a message
variable with a numeric value
G2261498-A Corrected Windows tablet issue preventing finger touch capture of signature on scrolling
screens
G2281044 Corrected Windows app crash on selecting a non-serialized Product with a numeric Model
ID value
G2254285-B Corrected Android issue preventing location services from working after closing and
reopening the app
G2287693-A Corrected Android UI issue on the Notes screen when a text line code has a very long
description
G2292462 Corrected iOS issue with the setControlEnabled client script function not working on
Debrief Workflow coded screens

Non-Mobile
Case ID Description
G2252649 Corrected Schedule Board performance issues
G2270276 Corrected browse connector on import failed with JSONException
G2273915-A Corrected export to excel option in report not able to download more than 65k rows
Corrected issue where output file format does not change according to the file type set in
G2273915-B the ‘Reports Admin’ screen
Corrected inablity to get Geocode Lat,Long from Google Key as the request does not
G2275193 have proxy configuration
G2275215 Corrected Place Merge updates not being sent to Mobile
G2275870-B Corrected Lat/Long values in person table not getting fetched
G2276277 Corrected issue with additional tracing in the OData service
G2276546 Corrected "Cannot be cast" error message when entering a quote line
G2280060 Corrected issue where field is filled in smart client but not in web client
G2280645 Corrected Task Predecessor relationship type, 'Finish to Start' is not working properly
Corrected web client survey workflow data loss with the "Select" button on attachment
G2281039 pickup questions
Corrected Installer error: Cannot locate resource
G2281240-A 'externalassemblies/setup.xmlserializers.dll'
Corrected Lobby Parameter dropdown not able to filter the dropdown based on Access
G2281245 group in FSM
G2281928-A Corrected Smart Client Schedule board Map Window long load time
G2282744 Corrected Analytic gauge in Web client KO when configured with % and decimals
G2282945 Corrected Timeouts when executing perform_threesixty_appt_request via OData
G2283378 Corrected "Posting Group" label in "Service Contracts" report cannot be changed
Corrected Web Client does not shows menu options in low width size (Only showing the
G2284079 shortcuts)
G2284373-A Corrected Web Client Task attachments' 'On Demand' functionality not working
G2284739-A Corrected Rows in tab appear as blank dropdowns for couple of seconds

2024-05-03 153
G2284760 Corrected FSM Lobby Custom Images are not shown in web client
Corrected baseline PSO integration is bypassing the custom policies when applying
G2284804-A updates to the task
Corrected Error observed in Rebuildindexes.log after the upgrade (In Azure
G2284921 environment).
Corrected column header's positions In the web client does not stick with filter drop down
G2284950 opened
G2285422 Corrected Request Type not displaying correctly in Web Client
G2286217 Corrected Stack Overflow Exception caused by recursive business rule
Corrected Lack of distinction between AM & PM on Schedule board when rendering work
G2286300 calendar exceptions
G2286511 Corrected sending of Availability object to PSO during Appointment Booking process
Corrected Error on generating tasks when Request Text is beyond a number of
G2286616 characters.
G2286896 Corrected Attachments not be added for the correct step in web client
G2287006 Corrected exception when clicking on the element "Tasks assigned to me today"
G2287266 Corrected List of data is not available in the web client while available in the smart client.
G2287751 Corrected Copy Maps on ‘Contract’ does not work in web client
G2287801 Corrected “Edit Saved Searches” button does not function correctly
G2287802 Corrected Issue with multiple values in a dropdown field
G2289071-A Corrected Issue with duplicate records sent to metrix_sync_log
Corrected calendar exceptions are not correctly visible on Schedule board in FSM Web
G2289660 Client environment.
G2289830 Corrected issue with PSO initial load jobs not running automatically
G2289981 Corrected Customer Portal erros with many Notes and Attachments
G2290056 Corrected Web Client - Mass update popup directs to the first record of updated entity
G2290849 Corrected Access group bypass when typing values in combo box
G2292651 Corrected FSM/PSO Object Groups not being synced
G2292683 Corrected Ad Hoc Reports wizard does not work in the FSM Integrated Smart Client
G2293389 Corrected Web Screen Search does not work when use "Not Equal" operator
G2294832 Corrected Azure Service Principal Naming Convention for Non-IFS hosted installations
Corrected Invalid value for Product Model ID in web client.
Corrected Web client not getting updated Open ID Connect app params.
Corrected Web Client Screen Help displays the help for the root screen when you are
breadcrumbed to a different screen
Corrected Web Client - RMA- Lines-Units - Condition Code Lookup Does Not Return a
Value
Corrected OData service does not generate EDM automatically when perform metadata
is updated
Corrected Customer portal Cancel button label is not visible in metadata editor control.
Corrected Bill of Lading screen has two 'Type' labels in the addedit area of the screen.
Corrected PSO to not send additional attributes with tasks if the attribute values are null
Corrected Add/Edit Filters in Ad Hoc reports
Corrected Enable editing of Ad Hoc reports from previous updates
Corrected Web Client Shipment Post and Inventory Picking Do Not Show Progress
Indicator
Corrected error updating demo user passwords on new install
Corrected Delivery Update in Installer to use internal IFS user
Corrected Azure Scripts to Capture External IP Address via Another Cmdlet

2024-05-03 154
VERSION 6 UPDATE 13 CORRECTIONS
Mobile
Case ID Bug Title
G2234570 Control Type set as Text in Quote.Quote_Type field
G2281959 Poor memory management of Map control on DebriefOverview may cause FSM Mobile for
iOS to crash
G2277060 Unable to hide icons on Attachment API List screens
G2258758 PerformReplicationForTableAndPerson exception while initializing a mobile device
G2204514, Confusing errors in Mobile Error Log: “Person ID passed in is not valid or not a mobile user”
G2281175
G2238419 Skipping survey questions in Android does not save "Skipped Answer" result
FSM Mobile for Windows may be unable to take a video attachment
Refresh Design Data not working properly

Non-Mobile
Case ID Bug Title
G2283281-B Web client Given options are not retrieved in Combobox in Survey
G2271618 Close database connections of non-live threads
G2285135 ComboBox survey answer values are not loaded on WebClient
G2279553 Person Start and End Work Locations not syncing to ARP data
G2280151 IIS reported "401 Unauthorized error" to a request from Boomi
G2278112-B Add Referrer-Policy header to web client web.config
G2286785 Web client Product lookup field on Request saves by mistake the entire request after the
product is chosen
G2278838 "Future Contracts" in WEB Client in Request Dialog are not shown
G2273393 Additional fields that adding to ScheduleBoardResourceCardWeb does not show the field's
values
G2275004 Customer Portal Menu Sidebar
G2266420 Special characters is incorrect in outgoing SMS
G2255530 Configurations Lost after Upgrade to FSM 6U8 and 6U9 from 6U6
G2269098 After the update 9 execution point on business rule 115 its different than update 7
G2261872 FSM Mass Updates not evaluating Validation BR's with Input fields from Extension tables
G2276918 Translation for headers are still in English when using global search
G2267251 All the monitor jobs were stopped and resolved after a monitor service restart
G2272385 Incorrect time displayed in Integration Scheduling Wizard & Integration Monitor
G2263286 Web client Schedule Board skills filtering not working as it should
G2269799 After upgrade user is not possible to adjust the SLA (time commitments) in the FSM
landscape
G2270093 Error System is too busy. No database connection
G2277330 Web client - during the request creation, if users modify contact/product field, the previous
contact/product will be added in the contact/user tab
G2270274 Unable to add Task info in two tabs of Request screen in Web client
G2281409-B SugarCRM integration failure
G2281808 Web Client error (Parent Code Table) not available
G2280438 A record in Scheduling Resources not getting updated
G2270281 Double scrollbar in the planning tasks

2024-05-03 155
G2276551 The schedule Board does not translated for some fields/text
G2280085 WEB CLIENT | SCHEDULE BOARD | Refresh button doesn't work
G2273991 Request/Task note expand icon overlays the buttons on the screen in FSM web client
G2276229 Perfromnace issue occurs when there are 1000+ lines in the contract window
G2278808 1024 character limitation of the param_value field of threesixty_app_params
G2265051 Enagas: FSM6U10 - Complete lobby elements are not shown in Web Client
G2279817 DSE_Allocation table containing old records so not deleting when visit_id is -1
G2281041 Activity_status' block in the input XML from FSM to PSO gets missing
G2280436 TEAM_RESOURCE table not getting updated
G2270175 Web Client | SCHEDULEBOARD | scheduleboardtaskcardweb - displayed data incorrect
G2262070 Package Extract is pulling pricing rule value tables and there no way to mark these value
tables to
G2282516 FSM-Contract PM Generation Consolidate Requests failure with Break On Contract ID/Ver
checked On
G2277418 Enagas - AfterValueChanged event won’t get triggered in a list view in web client
G2278925 Unable to disable PSO users from FSM
G2278567 Report's screens header message translation issue
G2232702 http: 500 error on on certain locations
G2278696 Web client Scheduleboard Task status in task card displayed as code instead of translated
description
G2281716 integration_log records does not created intermittedly
G2276637 Char Limit exceed exception at Extract-Path in XML maps
G2271978 SSO users without access are redirected to an error page instead of an Access
Denied/Login Page
G2271124-A Error while using logical operators in date/time fields in web client
G2282830 FSM_570_UpgradeTables.log error
G2273999 When clicking on a Request/Task Id, the search result is auto-scrolled in FSM web client
G2275857 Data not displaying issue in "List View" under an "Item Panel" in the web client
G2281240 Problem with installation of FSM6u12
G2267562 Unable to cancel multiple highlighted Part Need records
G2278838 "Future Contracts" in WEB Client in Request Dialog are not shown
G2269278-B Smart Client SSO issue - .js Error on SSO Login Page
G2282865 Schedule Board task cell configuration is not working properly in Web Client
G2279181 Stock Count - wrong behavour for lot batch parts
G2284154 Adhoc reports only considering parameter values/operators set at the initial setup.
G2276277 Requesting to add tracing in to the OData service
G2276277 The Electrolux customer make requests to the “https://elex-fsm-tst.ifs.cloud/odata/” from
their thei
G2282928 Bug in Metrix JSON and XML Outbound Connectors with Exclude if Empty Property
G2253689 Ad hoc report categories | missing information
G2270265 Wrong Drag and Drop task in the Schedule Board

Referrer-Policy header added to web client web.config

Customer Portal upgraded to angular 11
ECO start date and end date nowalidated (End date must be greater than start date)
Notification Message with Substitution Map which can't be Resolved Prevents all
Substitutions
Schedule Board "Display Fields" list is now Alphabetized, and invalid items removed

2024-05-03 156
 ScheduleBoard Task Card records now refresh after deleting a record for custom table
values
Web Client - Corrected empty Survey Comboboxes
Corrected unhandled exception in smart client when attempting to load an invalid custom
image
Web Client - Counts on Saved Searches not Always Accurate
Web Client - Map Button on Geofence Screen gives error
Web Client - New contact from lookup on Last Name now defaults back into the request
screen
Web Client - Product structure screen made cleaner
Web Client - Repair Center - Component Repair gives error even when required values
are entered
Web Client - Repair Center - IQA button throws error
Web Client - Repair Center - Transfer Unit - Allows you to press Save button twice.
Web Client Add a new contact does not save to record.
Web Client Cannot Add Rows To Grandchild List Groups In Web Client
Web Client Schedule Board now shows ECO & PM as per
SCHEDULE_BOARD_SHOW_ECO_PM app param
Web Client Schedule board Search area combo boxes not showing all values
XML Messages section missing from Reference Guide
Index of Application Parameters added back to Reference Guide
Index of Business Rules added back to Reference Guide

2024-05-03 157
VERSION 6 UPDATE 12 CORRECTIONS
Case ID Title
G2267123 Request getting saved without the required description when selecting a contact in Web
client
G2267563 Adhoc Reports filters not working
G2268872 Lobby page filtering issue in Web Client
G2242394-A Web Client - offset for Work Calendar exceptions
G2266178 Teams & Sub Teams Bug in Web Client Schedule Board
G2269278-A Smart Client SSO issue - Autologin happening after OIDC Authentication
G2262798 Issue with Link type Lobby elements with a filter parameter
G2266743 When log in to FSM Smart Client, sometimes the error "the mail merge template can not
found......" appears
G2271402 Web Client | REQUEST | Changing contact via request header is not possible
G2242050 Refill to Target Issue after upgrade
G2266739 Part ID in Parts tab in QUOTE screen can be Changed Manually after being APPROVED.
G2269143 List type lobbies show incorrect results in FSM Web Client but OK in Smart Client
G2267319 Lobby element shows duplicate records when SQL data source is used.
G2269820 Adhoc Report Web Client Issue
G2260295 FSM time blocks management delta between Web and Smart client
G2264033 Dragging Task on Schedule Board - plan_task_dur_min is invalid
G2268329 Web client Schedule Board - Personal Calendar Exception - Default value
G2267739 Random behaviour while displaying notes on SCHEDULEBOARDTASKCARDWEB
G2257223 FSM Mobile Technician Signature attachment descriptions not localized in user’s language
G2269998-A FSM Mobile - Windows: DebriefOverview Region text is not translated into user’s language
G2271466 FSM Mobile - Android: Tap on the Mobile Notification doesn’t execute client script
G2259922, FSM Mobile - LargeTextBox on Surveys allows no more input than 128 characters
G2268262,
G2268389
G2264884 Error while processing a core XML simultaneously in two threads
G2264865 Book Appointment Button not Working in webclient
G2264681 FSM Web Client : Issue with assign button
G2262239 FSM Mobile - Next button disabled if two survey screens are together in workflow and first
survey is marked to Show Once
G2268331 FSM Mobile - iOS: survey answer can be saved without entering any value for required
question
G2258482 FSM Mobile - iOS: Add button becomes visible after using lookup field on ScheduleRequest
G2274676 Issue with Azure db installation
G2269859 Scheduleboardtaskcardweb - ECO & PM
G2264787 Web Client - Request details disappear after deleting product
G2269561 Web client | Save Zoom in schedule board
G2269897 Absences are hidden when a task is added in the schedule board.
G2269840 Assigning a constraint via lookup XML doesn't work for Web Client. Attachment type is empty
G2268422 Request timeout while calling OData
G2264427 Web client - Plan travel start displayed in UTC instead of CET in scheduleboard
G2257881 required parameters for <perform_send_notification> process XML
G2262551 Search problem on Task Screen Custom Fields
G2269754 FSM- row concurrency errors thrown for Mass Update inserts of non_part_usage and
part_usage

2024-05-03 158
G2270813 Can't create Non part price agreements through the web client
G2265558 Debrief Workflow Action Bar (Title) is not translated in FSM Mobile for Windows
G2271124 Lobbies are not rendering in FSM 6 UPD10 Web Client
G2273004 The product can be created with the same part ID and serial ID, when set the value of App
Param
G2257015 [FSM Connect] Timed out phenomenon occurred when the Monitor Service was started
G2268324 Webclient schedule board error: Unable to drag and drop on desired time slot
G2250626 Stock count not possible to add new serial parts
G2263331 French language users unable to save Workflow changes in Mobile Designer
G2274997 WEB CLIENT | SCHEDULE BOARD | Task not shown when 2 teams are involved
G2264451 Web client - TASK dispatched to a technician from a different team is not visible in the
Scheduleboard – OK in Smart client
G2274782 FSM Code Table "SOURCE_TYPE"
G2252649 Schedule Board performance issues
G2273603 FSM Mobile Notifications not properly managing new line characters
G2266859 Schedule Board Refresh after dropping Task
G2264866 FSM Mobile - iOS: Follow Up Task causes Task Status icon to disappear
G2272706 Code task - TASK_STATUS_ item style ID is not working in web client, ok in Smart client
G2266108 FSM Mobile - Android: Time Reporting calendar does not always open DayOverviewActivity
G2258646 FSM Mobile - Android: Time Reporting symbol for exceptions does not match the legend
G2243807 Background sync not working unless all mobile platforms are configured in the ANH
G2269720-A Bing Maps callout logging (Informational) w/ EX=1 - potential impact to performance
G2260190 Zoom Error with Lobby on FSM Web Client 6.9
G2276396 FSM Mobile: survey text field duplication of scan barcode option
G2271840 Average Cost Impact on Negative Inventory
G2275180 Parent-Child relation setup in global code tables does not work properly in screens
G2267129 Task type not getting filtered according to task group upon initial data load in Webclient
G2264011 Request Type sometimes disappears when entering the Request
G2262963 Drop Down Hierarchy Value Limitation in Technician Portal
G2275783 Grandchild global code table hierarchy not working in web client
G2255935 Improved error handling during FSM Mobile activation with expired password
G2272037 FSM Mobile - Android: Scan barcode option unavailable after returning from Lookup
G2272719 Modified By field in person set with "AUTO_WORK_STATUS_ENABLED"
G2135437 Invisible flag is not recognized by Smart Client for buttons
G2206861 Adjust Time Commitment stop tm value for 24 hour time blocks to 11:59:59.
Corrected issue with Web Client Portal title app parameters not shown on login screen
Prevent entry of Contact skill expiration date less than the certified date
Corrected issue with Carriage Returns in Text RTF fields improperly formatting Text fields.
Web Client - global menu does not collapse if you select menu item with keyboard
Line Codes with NPU Screen Only values show in the Web Client but not the Smart Client.
Data in embedded lobbies do not get refreshed when navigating though screen records.
Corrected issue with quote contract line and FREEZE_QUOTE_APPROVAL_STATUS
Integration Message Queue screen added RUN_ID in the search criteria and search results
Delivery Notes field on Deliveries screen is cut off at 64 characters
OData service set app pool start mode to always running.
Update OIDC Configuration Guide with instructions for using SignedOutRedirectUri
Document support for proxy servers for on-premise app server and web client
Update getDBValue examples in reference guide to show use of Client Script Sql ID
Update list of supported functions for smart and web client in new HTML reference guide

2024-05-03 159
 Add USAGE_DAYS_TO_SAVE app param to database scripts
Bar Code Scanner not functional on Android 11

VERSION 6 UPDATE 11 CORRECTIONS

G2259597-A Correction and logging of issue with PSO users not match instead of the respective FSM
user
G2239611 Additional Japanese translations
G2251862 Corrected issue with Monitor Schedules not considering summer / winter time
G2247372 Corrected issue with Usage Data Summary Report
G2252515 Corrected Item-with-same-key error when refreshing Cache.
G2239534 Corrected issue with duplicate state/province codes
G2242813-A Corrected issue with One Azure Instance is getting consistent CPU usage of 30-40%
G2163057 Corrected issue with Reportset button not available on web client
G2255784 Corrected issue with Bulk Third Party Repair - Qty to Repair required
G2255494 Reports Selection now shows Field Info for Parameters
G2257525 Corrected issue with duplicate Dispatcher Lobby with Select All
G2258291 Can now have more than one filtered field allowed in Search Screen in Customer Portal
G2256455 Corrected issue with FSM Connect not updating with USER_DEF25 by executing XML.
G2240158 New column added to link to the Integration Monitor Logs for the selected schedule.
G2257009 Corrected issue with custom tab data not showing in web client but shows in smart client
G2260724 Corrected issue with duplicate part needs in replenishment and refill
G2259629 Corrected difference in displaying lookup metadata in Smart Client and Web Client
G2255934 Corrected issue with survey saved message appearing even when not saved
G2257644 Outbound integration json response now maps fields to FSM
G2259562 Corrected issue with user_def.DTTM field in a lobby displaying as Nan/Nan when empty.
G2265011 Corrected issue with Lobby Bar Chart display
G2264510 Corrected collation conflict on database upgrade
G2257857 Corrected error when navigating to Task record on Web Client
G2266126-A Clarified documentation on requirement for Bing Maps key in Schedule Board and other
screens
G2262291 Corrected issue with alerts not displaying in web client
G2244775 Corrected issue with Geocoding Google API - not generating correct location code
G2221002 Corrected issue with Lobby and Task screen not displaying same information
G2265039 Corrected issue with multi-choice questions on surveys in web client
G2267747 Clarified error message appearing when allowing request unit place id different from
request.
G2266307 Added AfterEndTransaction override for custom code
G2259413 added join to limit data in "FSM Parts Expected To Be Returned By Tech" lobby element
G2262281 Corrected issue with Mass Update button in web client Task screen not using access
groups
G2262298 Corrected issue with errors appearing after using Product Search in Request screen
G2256505 Corrected issue with high CPU usage caused by redundant OIDC queries
G2222721 Part Need with Transfer Part(Line code) created from Quote can now be allocated.
G2268005 Task URL entities are now sent to PSO even when there are no schedulable activities
G2267248 Tech Portal now able to enter more than one Non Part Usage line on Labor & Expense
Tab
G2261638 Corrected issue with redundant messages sent when using Appointment Booking.

2024-05-03 160
G2264379 Corrected issue with Input XML in WebClient
G2243434 Added retry for OData EDM creation during installation
G2264137 Corrected Swedish translation of Close button on FSM login screen.
G2260658 Added message translation for group button "more" in the Web client
G2259542 Added Message Translation for "all" text in web client
G2259209 Corrected issue with SNAT ports exceeding allowed concurrent connections in Azure
G2257543 Added ConcurrentDictionary to improve performance in Azure related to logging
G2197138-A Corrected documentation on task flow status and TASKSTATUSANY function
G2248967 Removed redundant calls to refresh OData data model to prevent timeouts
G2264365 Corrected issue with Outbound integration routing rules not sending out multiple headers
G2261086 OData - slash character now allowed in query key
G2251837-A Mobile StreamingEnabled:True and Cloud Environment:False entries now writing at log
level 1
G2255483 Mobile - Improved performance of Find Parts function
G2229383 Mobile Windows - replaced Map control to prevent issue with Chinese text appearing on
map.
G2261498 Mobile Windows - Corrected issue with Customer signature hiding other fields
G2248498 Mobile iOS - new DebriefAttachmentList and QuoteAttachmentList screens available to
prevent issues saving attachment with deprecated screens

2024-05-03 161
VERSION 6 UPDATE 10 CORRECTIONS
G2252414 Corrected Import Table Map to allow insert of a new child under an existing parent.
G2194247-A Corrected Installer to ensure persistence of manual changes to web.Config settings
(TransactionTimeout).
G2250311 Corrected issue where adding a date filter to an ad hoc report is not saved.
G2252997 Corrected issue with hyperlink on Part screen not navigating to correct Product record.
G2256342 Corrected issue with Input XML differences between Smart and Web Client.
G2236363 Corrected issue with Lobby Tile Text not allowing Line Breaks.
G2249873 Corrected issue with Part Tranlog not recording condition code on part cost changes via
logistics manager.
G2253484 Corrected issue with Project - Task created on Request already linked to project.
G2251604 Corrected issue with Request copy map not copying part_usage and non_part_usage.
G2254509 Corrected issue with Special Characters in note added from Smart Client and Web Client.
G2244692 Corrected issue with Stock screen in Oracle showing Serial ID values as all lower case -
appear as duplicates.
G2244814-B Corrected issue with Web and Smart clients improperly storing escaped XML characters in
task_text.text
G2252699 Corrected issue with where unable to post Receiving when no units apply.
G2254654 Customer Portal - Corrected issue where multiple PERSON_PLACE records cause error HTTP
500 - The argument place_id does not contain a valid value.
G2245093 Database - corrected issue when with password containing special characters ($).
G2244801 Database Upgrade Oracle - Corrected ORA-01502 error with ndexes on table
SURVEY_RESULT.
G2244775 Geocoding Google API - corrected issue with generating correct location code and map.
G2244317-B IFS Mobile Issue - Task notes listed in a random order
G2238574 Lobby - corrected issue where title of the lobby element is not rendered when a dynamic
element included.
G2236889 Mobile Android - corrected issue with Attachment wrong positioning when returning to app.
G2248831 Mobile iOS - corrected issue answering survey questions of type LargeTextBox.
G2249592 Mobile iOS - Corrected issue with PO Receiving Unit Dropdown.
G2248843 Mobile iOS - Scanner not scanning barcode of first scan
Parent access groups now checked when processing Insert/Update/Delete messages at API
G2198640
level.
G2206705-A PSO - Corrected issue where Get Appointments adding one second to the predefined slots
G2231896 PSO - Corrected issue where Multiple Technician Tasks are not updated with the expected
SLA.
G2244338 PSO - Corrected issue with FSM validating Absences regardless of the Resource available
time.
G2258590 PSO - Corrected issue with Number of Availability records overloading PSO task screen
G2253799 Quote Workflow - corrected issue where one user cannot use a Quote Template created by
another user.

2024-05-03 162
G2240805-A Reprocess All button added to the Integration Message Queue screen allowing the user to
reprocess pending messages,
G2252409 RMA now uses Place ID Ship To as Place ID Located when creating and updating products
when shipping.
G2247269 Schedule board - corrected issue where setting a 'Day start' and 'Day end' has no effect in
the 'Timeline' view.
G2251198 Schedule Board - corrected issue with Calendar exceptions not shown on Schedule Board for
subteams.
G2242857 Schedule Board - corrected issue with drag/drop of tasks in Place view.
G2256729 Smart Client - corrected issue with intermittent error message "Version string portion was
too short or too long".
G2250480 Smart Client - corrected issue with intermittent error message ArgumentException: Version
string portion was too short or too long.
G2254483 Smart Client - now able to hide "Ad Hoc Reports" button in main Reports Screen.
G2251178 Technician Portal - now possible to remove the Clear button on the task search screen.
G2254280 Web Client - Calendar exceptions now use code table item_styles and color settings color
codes & checkbox "is available" exceptions .
G2255750 Web Client - Corrected Alert for validation business rule displaying twice.
G2256343 Web Client - Corrected issue where Lobby does not show the legend in a chart.
G2256117 Web Client - Corrected issue with ability to insert/update quality lines when non-DB field
values are set on AfterDataLoad event
G2249203 Web Client - Corrected issue with Cycle Count.
G2242394-A Web Client - Corrected issue with offset for Work Calendar exceptions.
G2249925 Web Client - Corrected issue with Resolution lookup freezing on search.
G2255251 Web client - Corrected issue with Roster period not displayed on Schedule Board.
G2249206 Web Client - Corrected issue with rounding of Request invoice totals shown on Detail tab.
G2246813-B Web client - Corrected issue with showing wrong date in different language settings.
G2255637 Web client - Corrected issue with Task status not visible in Schedule Board.
G2253686 Web Client - Corrected issue with visibility of subteam members.
G2242619 Web Client - corrected performance issue with Lobby having complex elements .
G2260081 Web Client - Price and Cost tabs in Parts Screen not saving

Database Upgrade - Oracle Index Rebuilder

Continue creating keys and indexes for subsequent tables after an error occurs.
Mobile Android: Corrected issue with closing app from Global Menu or Admin screen.
Smart and Web Clients - Corrected minor display issues in Survey Lookup.
Web Client - Contact Lookup - corrected issues with Address Lookup and creating new contact.
Web Client - Corrected duplicate address error when applying Place Defaults on a new place.
Web Client - Corrected duplicate error messages on parent/child updates.
Web Client - Corrected missing Person tab on Roster screen.
Web Client - corrected truncated display of About Current Record.
Web Client - Fixed issue incorrectly resetting view to first visible day.
Web Client - Fixed Minor Issues with Task Type Styling and Formatting,
Web Client - Removed client script requiring a request in order to add task_contact on task screen.

2024-05-03 163
VERSION 6 UPDATE 9 CORRECTIONS
G2198434 FSM6 Smart Client Business Rule Screen performance with many rules
G2199287-A Bug 2 Cancelling contract should cancel PM as well as the Request and task
G2229550 Hide/Disable Required Fields in List View - Client and Technician Portal
G2200882 Survey not working in a screen copied from REQUEST window in web client
G2240288 Unable to add an attachment to Parts
G2223828 Bug with Import for PCR_AGREEMENT_NPU_VIEW
G2195458 Web Client - Input XML does not parse/resolve @ references for @field or @expression[]
G2239658-A Locale code in Web Client issue on search button and the search criteria
G2241839 Web client - Work calendar exceptions – issue with date/time in AM/PM format UTC
G2235643 Save button needs to be clicked twice after manually typing a value in a lookup fi
G2182069 Web Client versus Smart Client shifts display is incongruent
G2238431 Incorrect On Demand Quantities Causing Replenishment Issues
G2228331 FSM Workflow not working (Lookup XML)
G2231311 FSM web client lobby title is being auto converted to lower case
G2236447 Lobby duplication functionality ignores the element selection
G2222625 Multiple users are complaining about their accounts being locked out (time_commit)
G2235182 T-Table Editor not available for Task_Steps_Attachment T_table for
G2197370 Web client: Request Hold all part needs - Input XML
G2190068 Duplicate Model Skills result upgrade scripts to fail
G2236168 Saved search throws error - Missing closing parenthesis
G2235680 Web client performance with many fields added o search result panel
G2232294 Schedule board time line get the default interval when comes back the window
G2243331 Unable to create requests (work order) in web client after applying FSM 6 update 8
G2031771-A FSM crew size activities are lacking skill requirements
G2241246 Stock search report will not accept # as a search parameter in web client
G2238743 Lot Batch Function in Web Client in Request/ Part Usage is not working
G2200935-A Customer Portal not displaying Portal Places containing special characters
G2235193 Unexpected feature in FSM 6 UPDATE 7 on TASK GROUP / TASK TYPE in web client
G2234140 Copy Person does not work as expected
G2237792 Part_line_code.allow_sell_modify set to 'N' still allows change to Bill Price
G2239228 PM Task Consolidation Bug
G2195459 Cannot configure ASSIGNLOOKUPWEB screen for Web Client.
G2184052 Inconsistency with invisible tag in button configured in UI Designer
G2239005 Pricing on Parts and labour report incorrect
G2160125-A Smart client Login interface is not translated to the OS-Language of the user
G2247414 Team Time Tracker Time Frame Missing
G2224548 Integration Monitor Schedule is run twice intermittently
G2226917 Cannot delete notes from the Task screen
G2226564 Error adding an attachment on the Tech Portal

2024-05-03 164
G2233808 Part need not automatically generated after checking Swap Unit in component repair
G2236709 TASK_CONTACT_COPY is not working on FSM 6.6
G2230596 Object deletions wrong sent to PSO
G2244646 All time data populated when View Details button pressed in Team Time Tracker screen
Mobile SSO authentication not working on prem installation with iOS
G2185050 (PASSWORD_STRETCH)
G2226712 Change the timeouts for the integration maps
G2237864 FSM-Customer Portal unable to log in
G2244963-A FSM-PSO initialization fails due to invalid time
G2247068 Database script error installing the PG018.0_20210128_6U7 Delivery
G2157586-B Lobby issues in Web Client (issue point 2 & 5)
G2244223 Unable to save request on webclient on FSM 6 Update 8 (request_unit)
Files are not moved to the Exception Folder once failed if the Map is NOT configured
G2240693 correctly
Web client - Lobbies - user_defdttm fields displayed in AM/PM and UTC and not in local
G2241825 time/hour format of user
G2220889 On Solutions Screen data that is registered in Content Tab by HTML Editor is deleted
G2223173 Customer Portal REQUESTFLOW does not allow to add products
G2237835 setControlRequired does not work for a control on a tab
G2238746-A Validation business rules are not triggered upon saving survey results in Web Client
G2237727-A Web client does not honor changes to authentication App Param after Refresh Cache
G2245810 IFS6 u8 Customer Portal searches not functioning correctly
G2245623 FSM 6 baseline mobile script error
G2245563 Dot NET Core Vulnerabilities Due to Microsoft .Net Core 3.1.7
G2248816 FSM-Custom Functions screen's URL field points to metrix_function_def
G2246008 Remove Place Contract (request contract) functionality inconsistent in Requests and Tasks
G2244192 Notification message - Date format - No possibility to set a french format
G2197378 multiline Text_block doesnt work in Webclient
G2168944 Tab characters are not handled for Task Note updates
Unable to add Task Step Attachments on iOS devices when device date format is
G2243414 DD/MM/YYYY
G2234628-A FSM6 Mobile fails to allow FSM authentication if ADFS server not accessible
G2202660-A iOS crash when reopening the app
Signature sometimes displays improperly on Customer Review screen after signature has
G2240265 been saved
G2224200 Drop down of find parts does not have No Limit option for iOS
G2202673 Error when scanning multiple barcodes for Stock Count
G2243372 FSM Mobile is not converting special XML characters
G2244814-B Task Notes showing escaped XML characters in the mobile clients
G2249925 Resolution lookup freezes the Web Client when using search
G2228099 Users unable to login to FSM client
G2235604 Not possible to renew a contract in Web client

2024-05-03 165
G2228331 FSM Workflow not working after update to FSM 6.6
G2227556 Customer Portal List Element Field Sizes not adjustable
G2233320 Aggregation field in Matrix element does not get copied when coppying Lobbies
G2240120 Incorrect Lookup name for Initial Lobby ID in Web Client
G2234710 FSM Windows Mobile - Required date time field is not highlighting
G2232279 Customer Portal: Sidebar lines blurred - Error message when reset to Default Values
User is able to add attachments in TASK_STEPS_ATTACHMENT even with
G2235722 FREEZE_TASK_STATUS set
G2238200 HTML Email Body not rendering properly
G2247372 FSM- Usage Data Summary Report errors out
G2231796 Copy Person is allowing spaces in Password field

FSM Mobile - Extended Activation/Initialization times with large number of parts. Added caching to
G2179720 reduce/eliminate redundant queries on PART_DESCR_VIEW for each part
G2187566 Added a new "QTY_TO_REDUCE" column to the replenish_stock_bin_view to use with
transaction_type 4 (Reduce To Maximum) option for replenishment process.

Address Screen Country Combobox Shows United States With Asterisks

Skip Survey Signature questions in FSM Web/Smart Clients
Create a metrix_run_log type record to track Web Client Mass Update runs
Mobile service needs to be restarted for new Mobile log settings to take effect
My Settings screen info shows last record saved even when navigating to different record
Listview expand defs do not display all the fields that are configured to display
Default FSM_AUTHENTICATION_METHODS app parameter for new databases now set to FSM
Show error message when user on Azure tries to save an attachment on Azure as Stored (Azure
attachments always go to storage account, not database)
Web Client now displays search criteria in advanced search panel when user selects saved search.
Access Group column added to Scheduled_Process and Meter Readings tables

2024-05-03 166
VERSION 6 UPDATE 8 CORRECTIONS
G2234673 Copy Map no longer deleting existing records.
G2228778 Integration Product Search with Person_ID criteria is now working.
G2180040-A Request screen, tab Tasks no longer displays error when modifying data.
G2226004 OData Rest API PerformLogin no longer returns error "Unable to determine tenant id".
G2235182 T_table for Task_Steps_Attachment is now available. Because the binary attachment
column is not editable in the user interface this table does not appear in the T-Table
Editor, but is available in the database.
G2226787 Installer no longer fails when deploying Custom Scripts on Azure environment.
G2192077-A Extra Escalation is no longer created when lower Position approves their escalation after
higher Position has approved their escalation.
G2222721 Part Need created from Quote with Transfer Part code can now be allocated.
G2201100-A Web Client no longer displays incorrect work date on PartUsage and NonPartUsage.
G2204528 Customer Portal Request Filter now allows spaces in code values.
G2200935-A Customer Portal now displays all Portal Places that contain special characters.
G2225989 Workflows - Question with control type "None" no longer displays an error.
G2228675 FSM Mobile for iOS Task steps detail screen can now save if notes are entered.
G2182954-D Customer Portal report no longer shown if no report defined for screen.
G2201100-B Date Calculation now consistent between Web & Smart Client.
G2218214 Task type change to a committed activity now sends resource details back to PSO.
G2182053 Auto-refresh for lobbies in Web Client can now be disabled.
G2234579 Page parameters for lobbies in Web Client can now be specified.
G2214283 Column names in error messages now shown with translated messages where available.
G2220882 List Of Values (Drop List) now displaying multiple records when filtered with more than
one access group.
G2179441 FSM Mobile for iOS lookup list no longer partially covered by a gray banner.
G2202209 FSM Mobile for iOS action bar now consistent across screen types in debrief workflow.
G2204957 FSM Mobile for iOS extraneous Part ID required error no longer displayed.
G2231840 Input XML rule no longer displays Sequence already exists error message.
G2182954-C Customer Portal - RMA Workflow screen no longer displays 500 - Internal Server Error.
G2218512 Customer Portal no longer allows viewing of other customer requests.
G2232124 Fixed Poor performance opening task screen .
G2205335 Product Structure is now created if Model ID and Part ID when are identical.
G2230541 Question field in the survey_result table (and survey_result_view) is now populated .
G2182954-A Customer Portal – Only values marked Active now displayed in Filter drop lists.
G2182954-B Customer Portal - Place ID filter no long displaying all Place IDs in the system.
G2229116 OData APIs now return error status code when perform response has error elements.
G2235333 OData endpoint not processing if a period is in the key data.
G2230378 Message IDs added to allow Event Type translations.

2024-05-03 167
G2231898 Users are now able to add task_steps_attachment from smart client.
G2229136 WebClientPortals/api/fsm/performGetPersonClientInfo no longer throws 401 error.
G2212590 Brackets on fields with drop down options no longer appear in Custom Table screen.
G2205335-A Place screen Product listview now shows correct Product Structure link
G2235575 Schedule board Assign Task in web client now works with duration.
G2169413-A Web Client Contract "End Date" is no longer set to the previous day.
G2198434 FSM6 Smart Client Business Rule Screen performance is improved.
G2235719 Part Pricing Adjustments and Non Part Pricing Adjustments corrected.
G2225526 Web Client Add Resource no longer displays “ISO Date Time Format Error”.
G2236048 Web Client required fields now mandatory and stop the save if empty.
G2230239 Ad-hoc reports no longer show duplicate/incorrect rows of data rows.
G2204658 Primary key index on package_detail corrected in upgrade.
G2211404 Customer workflow list elements now allowed to add note text with rich text.
G2228251 Customer Portal: Dates no longer displayed with incorrect format.
G2228585 Customer Portal: now able to add Attachment element to workflow.
G2202906 Marking fields as 'required' now forces user to provide a value.
G2190854-A Index on bill_schedule table corrected for upgrade.
G2200999-A FSM Lobby - List Navigation now working in Web Client.
G2230065 T table update now working when T_TABLE_BULK_INSERT app param is set to Y.
G2231124 Unwanted email attachments can now be excluded in integrations.
G2228331 Custom lookup XML no longer shows missing/duplicate values.
G2232474 Data Localization for Model, Part, and Attribute now available in product structure.
G2230495-A Delete icon option in notes can now be disabled in Web Client.
G2224341 FSM Mobile for Windows Time Reporting month selection now scrolls properly
G2220258 UI fields not aligning with each other.
G2229407 Mobile MPM (perform_replication_for_tables) no longer deletes mm_message_out
records for other users when the person_id parameter is specified.
G2220273 FSM Mobile for Windows Home screen no longer has misspelled words in Important
Information.
G2220186 Matrix-type lobby elements are no longer incorrectly rendered in Web Client
G2223642 Month-end parts and labour report with large amounts of data no longer times out (see
previously described app param ENABLE_SERVER_SIDE_CLIENT_REPORT_PROCESSING).
G2227035 Additional fields from web client not getting sent to server
G2182064 FSM Lobbies in the Web Client are not rendered the same as Smart Client
G2229667 Large report can be rendered with Report Viewer ((see previously described app param
ENABLE_SERVER_SIDE_CLIENT_REPORT_PROCESSING).
G2232994 Azure Health Check URL
G2224401 Schedule Workflow by Request Type now associates the Task with the correct Request
G2218233 FSM Mobile for iOS address link on Overview screen now includes zippost

2024-05-03 168
VERSION 6 UPDATE 7 CORRECTIONS
G2165559 Quantities on web client not visible with certain locales; localization adjusted for
numbers, currencies, and time zones.
G2195488, Reorganized transaction processing for Scheduled Processes to remove Transaction Not
G2195488-A Found errors and ensure database connections are closed.
G2204289 Added Exception Handler to PSO Integration finalizer method to prevent Server restart.
G2190854 Index issue on bill_schedule Table during FSM6U6 upgrade
G2191002 Error in Screen Events when try to add Table Events for the Root table with client script.
G2190385 Azure Index Rebuilder Job Doesn’t Rebuild All Baseline Indexes
G2198103 Azure Install Max Database Size Error
G2177777 Attachment Issue in Web Client
G2190906 Server not responding or very slow (Database Indexes Azure)
G2204257 Unable to open quote page from RMA sub tab (customized) - Repair portal
G2179455, Web Client upgraded to .NET Core 3.1
G2178486
G2180596 Getting the error Access Token is required when using OAuth2ExtractHandler
G2179938 Web Client Product PM Generation
G2171088 MOBILE_DATABASE_DIRECTORY path issue with shared on-premise server farm
G2170269 Issues with Warehouse portal - partial shipment and serial handling
G2158065 FSM 6 Native App/smart client prompt=login
G2178085 Contract Invoice Rules in Web Client
G2186907 Exception in report when report enabled for direct printing (Barcode)
G2115856-A Task assigned to one technician visible on another technician in resources
G2181865 Quote Line for Non-Part Usage - Part ID should be non-selectable (like Part Line Code)
G2189550 Request Manager using hard coded string for PartDispositionShouldBeEntered message.
G2184141 Quote on Errors creating requests on background.
G2173672 Mobile Client Script function getCurrentScreenName() does not work
G2174602 Modify Answer? dropdown shown multiple times in Android mobile Survey Screen
G2171776 Error: Deleted row information cannot be accessed through the row
G2175297 No Access group in Roster – add equijoin relationship to parent
G2173309 IFS Apps FSM-Integration log shows status completed but detail has Exceptions
G2192176 Warehouse portal - Stock count serial
G2184291 Web Client gives different HTTP Failure response error messages on session timeout
G2187064-A ADFS 4.0 Configuration - Cookies are not getting cleared after logout from application
G2178486-A .NET Core 3 OIDC authentication in web client
G2183329 FSM6 - Client Scripts issues
G2192602-A Reducing load into PSO via FSM integration
G2184458 Export FSM Project to MS Project – Request ID not exported
G2185828, Surveys results not syncing for offline Tasks
G2195807
G2189262 Lobby Bar chart issue in Web Client

2024-05-03 169
G2165559 Quantities on web client not visible when using non-standard German-Swiss language
G2189058 Issue with filtering request notes in Customer portal
G2190733 FSM Prod - CPU dropping to 0% during business day
G2176622 FSM Report Task Analysis by Team/Person File Path Error
G2182918-A ProV developing Customer Portal Issues - Quote ID not filtering properly
G2190925 PRC_AGREEMENT_NPU_VIEW not working
G2198232 We are getting an error during the installation of FSM6_U6_D10 delivery into EMCO-
FSM6-PRD environme
G2202014 Integration tasks failed to send messages in the correct order
G2195578 Proxy configuration within web.config fails
G2182991 Horizontal graphs are shown as Vertical graphs in the web client
G2178584 XML map given error: Collection was modified; enumeration operation may not execute.
G2199491 Slowness in Web Client Lobbies when using OIDC
G2162927 When maintaining data of parts record for quote line the currency of part's price
changes irregularly
G2198691 Baseline MPM "GenerateTaskForRequest" no longer working for Business Rule 09
G2197423 Task auto shifting in Web client - Schedule board
G2198432 Lobby Personalization does not transfer from Smart Client to Web Client
G2180047 Faulty message pops up when run a report
G2190477 Integration Monitor - SaveTimerSettingsSystem.IO.IOException
G2178717 Web client does not see screen Max Rows property
G2191193 Updating Integration Map Constraints returns error
G2186185 Not possible to add table events for root table
G2174454 Address duplication in the webclient
G2198555 It is not possible to translate the buttom 'More' in FSM
G2211208 Unable to restrict reports in Web-client
G2205087 person_time() function in notification messages does not work.
G2206861 End Time calculation of time commitment incorrect in Request Screen.
G2196128 Customer Portal Workflow - when you create a second workflow for a particular table it
overwrites the first
G2190443 FSM-FSM Business Server stopped unexpectedly preventing updates from FSM to PSO
G2177581 Unable to see or delete Templates created by mistake on Web Client
G2161825-A FSM Upgrade Issues - ReIndex Script Errors
G2157586 UI issues in lobby when viewed from web client
G2190440 Integration {response} function is not evaluated correctly for JSON messages.
G2186968 Quote detail couldn't be captured through Repair Portal License
G2186571 Dropdown list not present on webclient.
G2195817 ORA-01704 string literal too long Error thrown in Processing Scheduled Processes in
Oracle - FSM 6.6
G2204110 USE_BING_ADDRESS adding/updating the lat/long fields when saving an address record
in FSM (FSM 6 Update
G2184906 During scheduled reprocess of exceptions in message queue system continues retrying
the same message

2024-05-03 170
G2190445 Integration Processes with Execution Point “On Integration End” are not executed
G2212652 Translation issues in web client (Global Code)
G2205425 FSM-Work Calendar Exceptions are no longer restricting Availabilities in PSO Appt
Booking requests
G2212925 The integration function fails when the input string carries special characters like single-
quote(‘)
G2185729 Integrations schedules stop running frequently
G2212633 Counter does not work when "order_by" is setup in the data source designer
G2212695 Error message translation needs to be translated (is required)
Correct problem with multiple run ids in warranty chargeback vouchers
G2203829 Lobby element are not auto refresh in Web Client
G2224437 Error during the installation of FSM 6.6 on IFS Cloud - Error occurred while performing
import of metadata
G2212695 Error message translation needs to be translated (survey)
G2223840 Task> Commitment Status is changing from Expired to Fulfilled for Task_ Primary
response code
G2223858 About button not working on Contract Copy
G2223514 FSM 6 Update 6 Bug in Surveys (created from a Task in the Smart Client)
G2222786 Report operator Contains now requires wild card
G2211176 Cannot click on warning message - screen greyed out and purple wheel spinning
G2200935 Customer Portal -> PLACE LOOKUP -> Place Id not getting sorted.
G2204289-A Inbound Integration maps processing a large number of records are failing
G2209648 Note Items in Customer Portal not showing entire note
G2211260-A Date/Time sent in Email Notifications are 1 hour ahead for Brazil users.
G2206849 Hyperlink for notes not visible in Task Screen
G2204224 Issue for POD Reports (Web Client)
G2185198 Integration Monitor stops frequently
G2202784 Lobby Search Screen not disabling lobbies based on Role assignment
G2189659 Error occurs when performing Survey if the format is set to Dutch (Netherlands)
G2195821 SURVEY.TASK_TEMPLATE_ID field size too small to the business
G2188899 Hierarchical global codes are not working in the web client
G2191474 Webclient: Location in address map is not shown correcctly
G2161825 SSO failure with ADFS powershell script
G2188899 Hierarchical global codes are not working in the web client
G2223642 Reports Issue when running/printing the baseline parts and labour report
G2202232 About button (!) throws an error when the event history table is added to the screen
G2184906 During scheduled reprocess of exceptions in message queue system continues retrying
the same message
G2190445 Integration Processes with Execution Point On Integration End are not executed
G2178336 Function "Product PM Request Generation" lacks functionality help
G2177581 Unable to see or delete Templates created by mistake on Web Client
G2190477 Integration Monitor - SaveTimerSettingsSystem.IO.IOException

2024-05-03 171
G2224697 FSM is allowing to make changes on tasks with a Freeze Status
G2225832 Migration is working without reference to contact (Import place_contact)
G2221949 Not able to add different parts with the same serial ID to the same shipment
G2174646 Data_type is missing on Additional Attribute (PSO)
G2182477 FSM Lobby navigation not fetching values from filter parameters
G2206668 Custom Process-VALUE On UPDATE does not work on req_template_part_need &
task_template_part_need
G2212925 The integration function fails when the input string carries special characters like single-
quote(')
G2166844 FSM Mobile for Windows slows down and is not releasing memory
G2160686 File attachments with non-ASCII characters in the file name may not download to FSM
Mobile.
G2161964 Sync Rules screen allowed creation of a sync rule for an extension table.
G2175038 Grey bar for Work Status too thick in FSM Mobile for Android Home screen
G2178865 Keyboard doesn't close in mobile survey screen when filling a text box
G2197695 Duplicate copies of attachment files may be stored on mobile devices
(none) DatabaseMaxSizeBytes setting for Azure imports no longer works
(none) Child options missing validation error for Global Code Parent Functionality
(none) In Azure, the Service Report are showing the work dates on the previous date
(none) After Refresh cache Lobby Personalization settings does not apply
(none) FSMw: App crash selecting Send Log Files on Settings screen
(none) Receiving - Serial Entry - Pressing Process before Save can cause Record to be Thrown
Out
(none) (Web) When copying a request you should receive the Contract and Open Requests pop
up
(none) Contact screen access error in Tech Portal
(none) Contracts - Cancelling an Evergreen Contract Line Resulted in Unexpected Bill Generation
(none) Contract - Regen Bill Sched not Working on Contract Header
(none) Customer Portal - Cannot set a title to the lookup created through UI Designer

2024-05-03 172
VERSION 6 UPDATE 6 CORRECTIONS
G1941011-B PO status does not become Receive Full when there is a cancelled line
G2062737 Web client doesn't allow wildcard search for datetime fields
G2105877 Issues with Japanese language user on Customer Portal
G2110506-B Time is off by 1 hour in ABE responses from PSO
G2115442 Issues with codeless non-workflow standard screens
G2125049 Mobile users cannot use Survey configured to Show New
G2134415 Appointment booking is not working with Crew size
G2134994-A Issues with sub-surveys in Web Client in Multi-Choice• control surveys
G2135047 Exception Person was changed after it was selected AUTO_WORK_STATUS_ENABLED
G2139490-A Web client update error
G2146395-B Repair Portal not accessible with OIDC
G2146818 Error sending SMTP
G2149363 PARTPRICINGSEARCH screen is missing in the screen lists of Studio UI Designer
G2149700 Refill to Targets not taking On Demand into account
G2150226 Wrong distance unit displayed in Schedule Board Map
G2150705 Lobby Designer menu options appear in Lobby Shortcut menu
G2151444 Dashboard Title cannot be changed on UI Designer>Dashboard (Customer Portal)
G2151957 Web Content-type lobby elements are incorrectly rendered in Web Client
G2152000 Record count on Import/Export Map Screen
G2153706 Run Log ID & link not provided when Posting the 'Stock Run Post event'
G2154227 No error shown even when specifying Serial IDs for an Un-Serialized part
G2154245 Wrong currency symbol displayed in purchase order report
G2155738-A Drop down menus associated with access group in web client
G2155863 Audit does not log values of deleted records
G2155916-A Charts not loaded in Place screen under the Summary tab
G2156306 Message Translations in client scripted screen alerts are not translated to Locale of user
G2159962 The setCache function not caching the full value in a long text field
G2156328 Mobile iOS Quick Action Bar Icon Issues on Standard Screens
G2156494 Integration Framework - 30-character name limit in SQL Server
G2157034 Project ID not copying to Tasks created from templates in Requests
G2157054-A Integration Substitution Function {position} always returns 0
G2157057-A BLOCK_REPEAT_LOGIN=Y prevents Smart Client and Web Client logged in at the same
G2157127 The Change Password feature in FSM Web Client is not available.
G2157181 Mask type DATETIMENOTZ is not well-formatted in web client
G2157660 Show New field in the Survey Screen unable to get past the first question
G2158606 SSO does not work with Tech portal
G2160506 Warranty Chargeback Voucher - Can't delete voucher_detail
G2160910 Current task status not visible in web client
G2161356 Integration Map not following the Custom Metadata relationship

2024-05-03 173
G2161799 Co-req task updates not sent correctly to PSO
G2162239 Total Voucher Amt field on the Voucher Screen
G2163048 Able to bypass import restriction metadata by using file to select table
G2163439 Change FSM code so that break status is processed for PSO prior to shift status
G2163804 Integration run log was not reporting the correct reference name for integrations
G2164615 Export as Excel or Word does not work in Smart client
G2164819 SSO does not allow users with apostrophes
G2167922 FSM - PART_COVERAGE_VIEW Import Load Error
G2170978 OData with Power BI works again. OData URL returns metadata with valid user/pass.
G2159349 Business Rules not firing in Test
G2177757 Report date/time values are not getting converted to client time zone.
G2165062-A Invalid reason_type_id exceptions thrown in update from PSO
G2118272 Business Rule Descriptions refer to MWFM instead of PSO
G2164474 The SetControlEnabled() function in client script doesn't work in FSM app on iOS
G2166551 iOS application crashes when navigating back to the attachment screen
G2173292 / iOS application crashes when clicking on the Close button and not attaching anything
G2166889
G2175312 Export to Excel & Export to word doesn't work. It always gives a PDF.
G2042251-A Request Unit Events do not Fulfill RU Time Commitments as expected
G2173285 Replenishment Part Needs remain as Demand on Stock when converted to Drop Ship
G2165317 Cannot audit all columns on ROLE_REPORT_MAP table
G2168515 Client Script difference in iOS and Windows/Android PO screen
G2171028 Bug with the booking into a bin
G2168970-A Some tasks won't get allocated in PSO when a 3rd party integration is used
G2170849 Sample command line program to call the MPM to pull down a report PDF
G2170601 Integration Map Functions not found but exist and occasionally work
G2169935 Scheduling App Param ONLY_SEND_PRIMARY_SLA not consistent
G2169818 Ad hoc report not generating correctly
G2169636 Custom report layout issues after upgrading to FSM6U5 from U4
G2169588 Performance issue in Business Rules screen
G2169673 When we try to update a user's password via XML API update message
G2168403 Export to Excel & Export to Word in Reports is resulting in PDF
G2168112 Error when importing a new custom metadata record with a new configured view
G2165559-A Web Client doesn’t recognized prices containing a period (.)
G2160124 System variable of datetime (#start_of_this_week#) does not convert to correct format
G2168448 Manual Time Clock not working as expected - Stopping on a part need delete
G2160172 Web Client Date “pwd expired” in wrong format
G2160501 Import/Export from the smart client gives an error when exporting a custom table
G2162561 Reports date/time values are not getting converted to client time zones
G2143147-A Local client using Norwegian Locale unable to save changes to start and stop time
G2164474 The SetControlEnabled() function in client script doesn't work in FSM app on iOS
G2163338 Cloud Screen Search Time Zone Offset Issue

2024-05-03 174
G2163954 Alignment in FSM6 documentation needed regarding browser support
G2163608 Date time not fixed in PSO when fixed date is set in FSM
G2157997-C Web Portal Installation documentation
G2157941 Hyphen in the Team name
G2161424 Fixed resource in PSO not working with crew size tasks
G2159284 Completed tasks in FSM are no longer being completed in PSO
G2154012 Speed Factor on Resource does not apply in ARP - FSM6U5
G2159179 SQL Queries taking long time
G2158026 PSO Schedule Workbench does not load when accessing through Web Client
G2158683 Sequential Processing Messages from FSM Outbound Integration Message Queues
G2148536 FSM Web Client Timeout issue/ 401 Unauthorized Error
G2157541-A Integration_log user def fields restored
G2156444 Installer scripts now allow custom objects longer that 30 characters
G2151128 2 views used in Finance Manager Lobby do not exist in Database.
G2152064 Favicon does not properly display in Firefox
G2155115 Spaces remains if field is set to not visible
G2153259 FSM Package Creation not working
G2153240 The LIKE condition in Query Builder (Data Source Designer) converting to uppercase
G2151339 Barcode are not printed in FSM6 Cloud Environments
G2151901 FSM Client script being called incorrectly I believe
G2151734 Clarification on FSM OIDC Authentication Flow
G2133441-A FSM-SMS Provider URL in Reference Guide yields Page Not Found error
G2178646 Add ability to dynamically pass input parameters on invoking an outbound integration
G2177438 Mobile upgrade failed from FSM 5.7U8 to 6.5
G2175462 Replenish Stock option does not allow control of which places are examined
G2177047 Request Time Commitments are not Expiring
G2173053 Custom message for login errors
G2173320 Need method to delete threesixty_output_history data
G2173310 Warehouse Portal error message
G2168944 Notes added with line feeds in Mobile clients not formatted properly after upload
G2169973 Check Box is not hidden with client scripts when using uppercase letters
G2171472 Not able to Upload/Download large reports in FSM WebClient
G2149414 FSM Mobile - Sync Issue - Possible defect in Metrix Update Manager
G2170491 Upgrade doesn't remove custom integration framework configurations for FSM 5.6.3
G2170268 Warehouse portal - partial receive
G2140474 Import with Map - No error on document when Time out occurs
G2168355 In Android client, tapping the lookup icon does not always open the lookup screen
G2000248-B Changes to Custom Theme not being applied
G2160125 Login interface is not translated to the OS-Language of the user.
G2159962 Customer ReviewSignature screen issue in FSM6Mobile
G2159977 JSON Outbound data connectors creating incorrectly formed JSON

2024-05-03 175
G2153577 Additional attribute to PSO not working with crew size
G2138578 Task ID not set on PM Schedule when using TaskSet on Product PM Request Generation
G2173709 Field name can't be seen due to 'cutting' of display field in Mobile Designer
(none) Dynamics Integration data truncation error with integration monitor log
Added Enhanced Logging and Exception handling to
(none) IntegrationCustBusPolicyMgr.performOutboundIntegration
Web Client: Request> New entered invalid place id hangs up screen have to close out of
(none) App
(none) Cancel Button not Working on Create Address Screen in Customer Portal
(none) Web Client: Cannot create a request or RMA with a place that does not have a contract
Web Client: images in image control (part, product, etc) appear off centered with latest
(none) version of Chrome
(none) Web Client: Schedule Board instance does not retain filter text
Web Client: Updated version of Chromium browsers now displace images on screen
(none) covering some fields
(none) Need better indication of progress when uploading large attachment with web cleint
Upgrading from 6u3 to 6u6 and received invalid User/Password during App Service
(none) install
(none) Customer Portal - Cannot set a title to the lookup created through UI Designer
Business Rule Comparison Failing when the Value in the rule is numeric and the value
(none) on the row is not.
(none) object reference error deleting warranty chargeback voucher detail
Web Client: AddPinToMap client scripting function will only supports adding 1 pin to
(none) map
(none) Error received when Copying an already saved request.
Monitor Schedules - When Updating an Existing Schedule The Start Time is not shown in
(none) local time zone
OData batch operation does not support referencing properties from created/updated
(none) responses within the same changeset.
(none) Nested Parenthesis Don't Always Work with Tabular/Hierarchy Queries
FSM iOS App: Purchase detail list did not show properly on Purchase Order summary
(none) screen
(none) FSM Windows App: Initialization process stuck after UI is back from background
(none) FSM iOS App: Admin screen lost Theme color scheme

2024-05-03 176
VERSION 6 UPDATE 5 CORRECTIONS
G2150629 An ambiguous error message in FSM6 (TASK_AFTER_DATA_LOAD script)

G2150240 Inactive Note Types are shown in Web Client when creating a Place Note

G2150196 NOTE_TYPE code table does not allow deletion of entries

G2149733-A Mobile Error Log screen dropdown not populated

G2131476 Possible to create blank voucher and post to invoice

G2148456 Delete button on Communication History tab on both Contact and Person

G2086708-A Unable to Extract Integration Value Conversions in Package Extract Settings

G2110564-A Previous change breaks SetControlVisibility() function using with registered control
name

G2144007 Issue with manual refresh of lobbies in FSM

G2143174 Locationless activities in PSO not integrated properly with FSM

G2135631 Quote Line creation error for Technician Portal in FSM6U4

G2136450 Removing the thousand-point-indicator from my Lobby element

G2138438 Code 25 barcodes are not readable from IOS but possible in Android

G2134435 Crew size. Commits from PSO is not reflected back to PSO from FSM

G2140366 Advanced search is case sensitive when using Oracle

G2121411 FSM-ADFS setup as documented and instructed and seamless login doesn't work,
user must click link

G2041294 Customer Portal Color scheme and request status branding does not stay

G2139735 Logistics manager error clicking on Information Icon

G2136629 Portal Drop Downs in IoS mobile devices showing inactive values

G2137598 Error in default report StockCountVariance_Summary

2024-05-03 177
G2136682 Web client does not filter codes with <lookup_xml>

G2134496 Refill to Targets Stops When Part is Set to Stop Acquiring

G2099942 Issues when changing the position of a field on a screen using UI Designer.

G2134994 Unable to select surveys in Web Client in

G2135437 Invisible flag is not recognized by Web Client

G2134484 Upgrade Script re-creates the deleted global code values from the previous version

G2135492 Read Only property for task notes

G2135273 Web client possible to save request also when mandatory fields are not filled out

G2132656-A FSM-PSO SLA Viewer showing both SLAs (time_commit) data for rescheduled task

G2132247 Stock bin is not being created when posting a receipt

G2134056 Quote Special Charges (tax) not calculating on Manual Line Price

G2126468 Request to update/ modify the FSM6U3 reference guide contents

G2133192 Documentation for the FSM Integrated Client.

G2129594 Default Sync Rules not populated in Oracle installations

G2130177 Map in address screen is not centered to the geocode position in Web Client

G2128993 FSM looking for items in metrix_client_script_sql_view that will never exist

G2126723 Corrected ORA-39165 “Schema not found” database error

G2127067 Not possible to enter part dispositions in web client

G2127104 Address assignment does not work in Web client

G2116359-B Incorrect integration Framework Policies

G2124350 Japanese characters not printing correctly in Adhoc report

G2121968-A GPS Track Search - "Select all" and "deselect all" buttons are missing

2024-05-03 178
G2123952 The hyperlink in task screen tab non-part usage not working correctly in web client

G2121337 Incorrect stock quantities displayed in FSM

G2092128 Escalation emails issue when the person has apostrophe (') in the email address.

G2106280 Workflows are not visible in the dropdown for link elements in element designer

G2116705 New script functions not shown as commands in script editor window

G2116546 Place Extension Relations Break Billing Consolidation Rules

G2104597 Task predecessors not removed from PSO if appointment request is aborted

G2112871 FSM-Installer does not provide for / manage deployment of only custom assemblies

G2106587 Constraining Custom Workflows by User Place ID

G2093378 Filtering UI does not allow filtering by date fields. (Web client)

(none) HTTP headers produced by the web servers provided information about the software
installed on the host.

(none) Exception when using page parameters in Lobby Element navigation

(none) App crash selecting Part ID for stock adjustment

(none) OIDC ADFS - Issue with Cached OIDC Logins with ADFS

(none) A108 integration monitor error in 5.7 QA Azure server log

(none) Schedule Board shifts shown in wrong time zone in Safari browser (web client)

(none) "Enable Automatic scaling" screen appears during Azure install even when a basic
app service plan is in use

(none) Smart Client user is logged out when mobile device is initialized

(none) Provide way to see base64-decoded value of app params

(none) PM Generation Task Consolidation does not consolidate Request Template or

Taskset Tasks

2024-05-03 179
(none) Condition code value is not returned back from lookup on Repair Center screen (web
client)

(none) Reports screen - not able to use "|" in parameter value in order to generate report
for a specific set of values

(none) Receiving an error when create Quote in Request/Repair Center/Quote screens in

FSM6 Regular QA SC

(none) adding a new PM to a contract upon save gets an error (web client)

(none) Project Mass Update Button is not functioning (web client)

(none) Bad Client Script causes Smart Client to Crash and Close

(none) Global search crashes smart client

(none) Role Administration: Cannot delete a function from under a role

(none) Receiving an error when Click on Set Default in Designer screen

(none) Opt out of unsupported Dark Mode

(none) Receiving an error message when run My Workflows

(none) Unable to add product to product structure if it is the parent product in an existing
product structure (web client)

(none) Bundle Requisitions process requires approval when no approval needed

(none) Printing Picks picks up all part needs on Repair Center and Repair Portal

(none) Extension table relationships are not considered for archiving

(none) Repair Portal error is received on Attachements and printing picks in Repair Center
screen

(none) Lists with Width at 50% are Showing on Separate lines with Widths of 100% (smart
client)

(none) Requisitions are incorrectly altering quantity based on supplier part conversion
factor

(none) Address Map full screen option does not work

2024-05-03 180
(none) Stalled/failed scheduled processes must be restarted in order to run on next cycle

(none) Order of jobs commited to a single technician via MAX_COMMITTED_ACTIVITIES

scheduling app param may not match between FSM and PSO

(none) Filtering/Pagination in Tabular Select with order by

(none) Require extra confirmation before deleting custom table metadata

(none) The Oracle Database installation now defaults to the SYSTEM user instead of SYS.

(none) Remove unused batch file and mex port prompts in installer

(none) Use named parameters and improve error reporting

(none) List URLs of portals in installer summary page

2024-05-03 181
VERSION 6 UPDATE 4 CORRECTIONS
G2110928 PSO now consistently recognizes FSM credentials when single signon is enabled.

G2118043 When a batch is performed sequential dependent, the batch now correctly
stops when an exception occurs in a hierarchy select.

G2117374 Purchase orders now correctly interface from FSM to IFS Apps.

G2095663-B Azure environments using Azure AD authentication now correctly authenticates

when logging in.

G2110952 Users are no longer incorrectly created on PSO when the PSO User option is not
selected in FSM.

G2112868 An option now appears for installing custom database scripts to Azure
environments.

G2104022 On FSM for Windows, the PopulateListFromQuery() function now operates as

expected after resizing the application.

G2110564 Scripts now consistently hide fields on the Smart client.

G2106198 Completing tasks no longer cause an error for product preventative

maintenance with no coverage end date.

G2107012 Time clocks with multiple stop events now creates the correct number of non-
part usage records.

G2112169 Errors no longer appear when searching for a part ID in a product structure and
clicking the product structure ID hyperlink.

G2109372 The Access Group field now acts as expected, with lookup, when added to the
Request Template screen

G2090420 Tasks now correctly update in PSO when the time commitment start date
exceeds the appointment booking future days.

G2105877 Japanese characters consistently appear correctly on Customer Portal's UI

Designer and Dashboard.

G2108488 Viewing tasks by place ID now works consistently on Web client's Schedule
Board.

2024-05-03 182
G2108501 Changing resources on tasks now works consistently on Web client's Schedule
Board.

G2108347 Errors no longer appear when entering information on stock counts using the
Smart client.

G2106340 Status and time commitments are correctly unchanged after appointment
booking is canceled when no appointments are available.

G2101898 After sending an XML change cost transaction with a zero cost difference to IFS
Apps, the transaction is correctly handled and a meaningful response is
received.

G2105616 Time clock no longer incorrectly triggers when a stop action occurs.

G2099622 Upgrading from FSM5.6.1 to FSM6 now correctly runs all upgrade scripts.

G2104597 Predecessors are now removed from a task when an appointment cannot be
booked and the attempt is canceled.

G2101169 Global codes with access groups specified now only appear for the users
assigned the same access groups.

G2100917 When the date format is other than YYYY-MM-DD, workflows that access date
no longer cause an error to appear.

G2101154 In the Web client, completing a request performs consistently without error.

G2100762 When an access group has no data associated with it, users with that access
group no longer experience rare errors when accessing Details tabs of various
screens.

G2099080 Editing field properties of RICHTEXT fields in UI Designer no longer cause errors
to appear.

G2099298 A new “unlogged” property is added to extract handlers to control whether

sensitive items such as passwords are included in the Integration Run Log.

G2092753 Importing data from CSV files now properly respects case (upper- versus lower-
case).

G2008440 After making manual changes using Scheduling Workbench, the reason is
correctly interfaced to FSM.

2024-05-03 183
G2093770 In FSM for iOS, canceling a search and selecting a previous result no longer
causes the app to quit unexpectedly.

G2096756 Numeric fields now properly sort instead of sorting alphanumerically.

G2097679 When you view a map of an entered address, a pin for the address now
consistently appears.

G2093461 When PMs are generated and create task sets, task templates are now correctly
applied.

G2092128 An error no longer appears when a person's email address contains an

apostrophe and emails are sent as part of an escalation.

G2028475-A A new parameter for custom reports, CurrentUser, enables you to include the
currently logged in user in the report.

G2097094 Using FSM authentication, you can also press ENTER to submit credentials.

G2081802 When you specify custom metadata, the length limit of 50 for a string is
removed.

G2096090 You can now set a checkbox to a null state that means “inherit value from
baseline metadata” on the Custom Metadata screen.

G2094477 In Web client and Web-based portals, the Request link now works properly on a
Product record's Service History tab.

G2092299 Routing rule IFS_CREATE_PURCHASE_REQUISITION_RULE is now associated

with a handler and dataconnector.

G2088682 Bill schedules now consistently include price escalators on evergreen contracts.

G1993004 Correct skill availability now consistently appears in PSO for active scheduling
resources after adding person skills with a calendar specified in FSM.

G2079753 During integration with PSO, a rare “given key not present in dictionary” error
no longer appears.

G2084810-A The Internet of Things (IoT) menu is correctly hidden on the Web client when
the license does not include IoT functionality.

G2085854 On FSM for Android, the correct app is now used to open Excel spreadsheets
with an extension of .XLSX.

2024-05-03 184
G2082130 Users who log in after changes that require a cache refresh always see the
refreshed changes.

G2082412 Preventative maintenance request generation now consistently consolidates

requests and generates requests when task templates are specified.

G2097077 When filtering information on a screen tab, column names correctly use label
values instead of column names.

(none) Copying products using the Web client no longer causes an error to appear
when a serial ID is not specified.

(none) Truncation scripts now correctly remove deleted Person IDs from roles.

(none) Code table values now correctly appear on drop-down lists in the Web client.

(none) In FSM for Windows, signatures are no longer stuck in Ready with a status of
Sending.

(none) After an appointment booking offer is rejected, task status is correctly reset to
its original value.

(none) Errors no longer appear after attempting to post an ABC analysis run.

(none) Mobile service logs are now correctly created in new Azure environments.

(none) Teams now appear correctly on Schedule Board when a team has only one
member.

(none) A run log entry is correctly created with appropriate status after ABC analysis is
complete.

(none) Scheduled processes are handled correctly when they remain on the database
when the application server restarts.

(none) In the Web client, wide listviews are no longer truncated on the right.

(none) In the Web client, federated search now returns expected results.

(none) In FSM for Windows, multiple parts can now correctly be added to a shipment.

(none) In FSM for Windows, you can now export the database.

(none) In FSM for Windows, time reporting daily overviews now appear and calculate
correctly when a comma is used for decimal separator.

2024-05-03 185
(none) When you click Previous during Azure portal installation, the previous screen
now correctly appears.

(none) The application parameter GLOBAL_SEARCH_ENABLED now performs as

expected.

(none) On FSM for iOS, work status changes are now correctly synced to the mobile
device.

(none) On FSM for iOS, deleting a note on the DebriefTaskTextFeed screen no longer
causes the title bar to disappear.

(none) On the Repair Center screen, badges now appear on tabs with records.

2024-05-03 186
VERSION 6 UPDATE 3 CORRECTIONS
G2023703-A When the list of saved searches exceeds the available space, a scroll bar
incorrectly does not appear.

G2026122 Attempting to launch Skype for Business may incorrectly launch the consumer
version of Skype.

G2048582 Personalizations of Lobbies may not appear in the Web client.

G2055824 Constraints and filters may not work correctly on extension tables.

G2062737 In the Web client, wildcards cannot be used in datetime search fields.

G2063353 When creating a product structure with a large number of parts, the process
may not complete.

G2070084 OK and Cancel buttons may not appear on the pop-up when you set up a
parent/child listview in UI Designer.

G2071023 When a product is specified on a closed request, its location incorrectly may not
be able to be changed.

G2071781 After changing the password of a person who created a scheduled process, the
scheduled process cannot be run.

G2079206 When using the complete all function to complete task steps, an incorrect date
and time may appear.

G2080677 Running billing generation using voucher grouping rules may cause an error to
appear.

G2083687 Adding quote lines to an evergreen contract quote may cause an error to
appear.

G2086708 The CUST_INT_CONVERSION table is incorrectly not included in package

extracts.

G2091044 Special charges may not be calculated for meter bill schedules.

G2091496 We have refined permissions for custtableaccess database role in Azure.

G2092687 Disabling the make public feature of saved searches may not be correctly applied
to the user.

2024-05-03 187
(none) A file not found error may appear when attempting to install FSM in an Azure
environment when IIS is not installed.

(none) A saved quick search may not appear after a drag-and-drop from the task list to
the timeline.

(none) If the Person record associated with a scheduled process is unavailable, the
scheduled process cannot be run.

(none) A quantity search using a greater-than operator may yield incorrect results on
the Stock lookup window.

(none) Integrations are more accurately scheduled when interval is specified in seconds.

(none) Geofences can now be accessed using the Web client.

(none) When creating new contract status values a type of internal can now be
specified.

(none) Lobby element navigation values specified as URLs can now be specified as
mixed case.

(none) START_OF_NEXT_MONTH and END_OF_NEXT_MONTH substitution variables can

be used to represent the corresponding values.

(none) On some devices, the Cancel or OK buttons on the Contract Selection pop-up
window for request or RMA may not appear correctly.

G2058108 Attempting to attach a password-protected PDF using FSM for Android may
cause the app to quit unexpectedly.

G2069367 On low-resolution devices, the date and time picker may be cut off.

G2086917 Inactive global codes are incorrectly not removed from mobile devices.

G2061869 Pictures may not be able to be attached using a mobile device.

G2069041-A Times entered using FSM for iOS may not be stored correctly.

(none) All escalations, instead of just task escalations, are incorrectly synced to mobile
devices.

2024-05-03 188
VERSION 6 UPDATE 2 CORRECTIONS
Case ID Problem

G1994449-A Image previews on Request records may not appear for BMP-format files.

G2020241 When you want to add links to a Lobby, the Browse button to select a Lobby may
not appear.

G2044427 When attempting to access a custom screen an error message may appear.

G2047195 When using the Web client, the Schedule Board map may not appear.

G2048424 Pie charts in Lobbies do not scale properly on the Web client.

G2048436 Lobby elements may not zoom properly using the Web client.

G2048611 Exceptions from PSO without a reason code may incorrectly not appear on FSM.

G2048619 When entering information on the Request screen, the Contract Selection window
may incorrectly not appear.

G2050395 Reports labels may be incorrectly translated.

G2051330 When attempting to access a custom screen an error message may appear.

G2053991 Attempting to use appointment booking using the Web client may not be
successful.

G2054253, Custom message IDs incorrectly cannot be the same as FSM message IDs.
G2054698

G2055802 Committing a task in FSM6 incorrectly does not share with PSO.

G2058247 Reports incorrectly cannot be exported as Excel.

G2062883 When logging into FSM using the Smart client, a minute or more may pass before
you can use FSM.

G2062901-A Monitor schedules incorrectly cannot have a duration less than one minute.

2024-05-03 189
VERSION 6 UPDATE 1 CORRECTIONS
Case Id Problem Description

G2020104 Reports of an e-mail will not be created

G2000740-F

G2026586 Customers want to deploy Portals on Web Server(s) other than App Server

G2031960 PM task generation not working for coverage line model and product by model

G2025689 Error message appears in web client when setting requests to status Closed

G2025686 G2025686 - 100: The date/time format does not display correct when using web
client

G2020235 G2020235 - 100: Not possible to add Lobby screens to shortcuts in Web client

G1996906 FSM6 RTM - Integration Monitor doesn't install

G2015816

G2015874 FSM6 RTM - Database Installation failed due to wrong folder path

G1999447 G1999447 - 300: iOS and Android treats screen field value change event differently
when changed the field to empty

G2026454 Note (task_text) updates in mobile not being synced to the server.

(none) Error message when adding Product with BOM in Smart Client Product Structure

(none) Index out of range error in Integration Framework

(none) New buttons missing on search panel of screens

(none) Missing Indexes After an Upgrade

2024-05-03 190