Field Service Management Terminology

These definitions reflect how the terms are used in Field Service Management (FSM). Some terms may have alternate meanings outside of the FSM context.

Term	Definition
Article	A configuration section that defines the NetSuite record search and maps returned record data for use in the mobile app.
Article map	A section of the mobile app that runs a search on a NetSuite record, applies filters, and returns results for the mobile app. The article defines the search, and elements define the user interface presentation for mapped articles. For more information, see Event Maps and Resource Article Maps in FSM Mobile.
Case	A case can represent a service request, work order, or job and can include one or more field tasks. For more information, see FSM Cases.
Consumable	An inventory item, such as a replacement part, that a technician uses and records during a service task. For more information, see Consumables.
Configuration preview	A feature that displays the merged runtime configuration active in your account. For more information, see Using Configuration Preview.
Core product configuration	Configuration embedded in FSM SuiteApp code that runs in your account and adapts to account preferences and settings. For more information, see Core Product Configuration.
Custom configuration	Account-specific JavaScript Object Notation (JSON) that merges with the core product configuration to create the active runtime configuration. For more information, see Custom Configuration.
Element	A field on a mobile tab that you define with properties that control its appearance and behavior in the mobile app. For more information, see FSM Mobile Element (Block) Reference.
Event	A task or project task record that FSM loads into the mobile app or Schedule Board. For more information, see FSM Mobile Task and Project Task Data Sources.
Event map	A named set of values for the current event that comes from NetSuite search columns and fields. For more information, see FSM Mobile Event Map Field Components.
Event resources fetch	A process that loads resources selected for the current event based on resource rules.
Expression	A JavaScript (JS) expression assigned to an element property that returns a value. For more information, see Mobile Form Expressions for Field Service Management.
Field Service configuration record	A NetSuite record that stores your account's custom FSM configuration JSON. FSM merges this configuration with the core product configuration at runtime. For more information, see Updating and Validating FSM Configuration.
Idempotency	A feature that uses a unique key to prevent duplicate records when the mobile app creates records in NetSuite. For more information, see FSM Mobile Duplicate Creation Protection.
Programs	A feature that generates repeated work, including recurring cases and tasks based on configured rules. For more information see, FSM Program Feature.
Project task	A multi-day work record linked to a project and available when the NetSuite Project Management feature is enabled. For more information, see FSM Project Tasks.
Property	A setting on an element that controls its appearance, behavior, value, or relationship to other elements in the mobile app. For more information, see FSM Mobile Element Properties.
Recurrence	A feature that controls how often cases, tasks, or project tasks recur, how long recurrences continue, and which data is propagated. For more information, see Recurrence.
Resource	A mobile tab or screen that presents record data, elements, and actions for the current event or account. For more information, see Understanding Mobile Placement.
Scheduler	A person who matches tasks to technicians and assigns or reschedules work using the FSM Schedule Board. For more information, see Schedulers.
Schedule Board resource	An employee, vendor, or other NetSuite entity record that can receive task assignments on the FSM Schedule Board. For more information, see Schedule Board Resources, Tasks, and Filtering.
Task	A one-day NetSuite Customer Relationship Management (CRM) work record linked to a case and assigned to a technician for field completion. For more information, see FSM CRM Tasks.
Task list	A list on the mobile app home screen that displays assigned tasks for a specified date range and provides access to task details.
User resources fetch	A process that runs searches, loads the results, and makes the results available elsewhere in the mobile app.

Term

Definition

Article

A configuration section that defines the NetSuite record search and maps returned record data for use in the mobile app.

Article map

A section of the mobile app that runs a search on a NetSuite record, applies filters, and returns results for the mobile app. The article defines the search, and elements define the user interface presentation for mapped articles. For more information, see Event Maps and Resource Article Maps in FSM Mobile.

Case

A case can represent a service request, work order, or job and can include one or more field tasks. For more information, see FSM Cases.

Consumable

An inventory item, such as a replacement part, that a technician uses and records during a service task. For more information, see Consumables.

Configuration preview

A feature that displays the merged runtime configuration active in your account. For more information, see Using Configuration Preview.

Core product configuration

Configuration embedded in FSM SuiteApp code that runs in your account and adapts to account preferences and settings. For more information, see Core Product Configuration.

Custom configuration

Account-specific JavaScript Object Notation (JSON) that merges with the core product configuration to create the active runtime configuration. For more information, see Custom Configuration.

Element

A field on a mobile tab that you define with properties that control its appearance and behavior in the mobile app. For more information, see FSM Mobile Element (Block) Reference.

Event

A task or project task record that FSM loads into the mobile app or Schedule Board. For more information, see FSM Mobile Task and Project Task Data Sources.

Event map

A named set of values for the current event that comes from NetSuite search columns and fields. For more information, see FSM Mobile Event Map Field Components.

Event resources fetch

A process that loads resources selected for the current event based on resource rules.

Expression

A JavaScript (JS) expression assigned to an element property that returns a value. For more information, see Mobile Form Expressions for Field Service Management.

Field Service configuration record

A NetSuite record that stores your account's custom FSM configuration JSON. FSM merges this configuration with the core product configuration at runtime. For more information, see Updating and Validating FSM Configuration.

Idempotency

A feature that uses a unique key to prevent duplicate records when the mobile app creates records in NetSuite. For more information, see FSM Mobile Duplicate Creation Protection.

Programs

A feature that generates repeated work, including recurring cases and tasks based on configured rules. For more information see, FSM Program Feature.

Project task

A multi-day work record linked to a project and available when the NetSuite Project Management feature is enabled. For more information, see FSM Project Tasks.

Property

A setting on an element that controls its appearance, behavior, value, or relationship to other elements in the mobile app. For more information, see FSM Mobile Element Properties.

Recurrence

A feature that controls how often cases, tasks, or project tasks recur, how long recurrences continue, and which data is propagated. For more information, see Recurrence.

Resource

A mobile tab or screen that presents record data, elements, and actions for the current event or account. For more information, see Understanding Mobile Placement.

Scheduler

A person who matches tasks to technicians and assigns or reschedules work using the FSM Schedule Board. For more information, see Schedulers.

Schedule Board resource

An employee, vendor, or other NetSuite entity record that can receive task assignments on the FSM Schedule Board. For more information, see Schedule Board Resources, Tasks, and Filtering.

Task

A one-day NetSuite Customer Relationship Management (CRM) work record linked to a case and assigned to a technician for field completion. For more information, see FSM CRM Tasks.

Task list

A list on the mobile app home screen that displays assigned tasks for a specified date range and provides access to task details.

User resources fetch

A process that runs searches, loads the results, and makes the results available elsewhere in the mobile app.

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