FSM Activity Type Record
In Field Service Management (FSM), an activity type identifies the event represented by a field service activity. The supplied Start Task and Complete Task types classify service-time events captured in FSM Mobile.
The activity type is reference data. The related activity stores the event's date, time, employee, and customer relationship management (CRM) task. A type value doesn't itself record an event or confirm that a time bill was created.
Record Information
Use these identifiers to distinguish the classification record from the event records that reference it.
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Property |
Value |
|---|---|
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Record type |
FSM custom record |
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Record name |
Field Service Activity Type |
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Record ID |
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Record identity |
NetSuite internal ID; |
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Display name |
Name ( |
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Supplied instance identifiers |
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The record type ID, a supplied instance's script ID, and its internal ID identify different things. A displayed name can be translated; use identifiers to distinguish the underlying records.
Distinguishing Activity and Task Classifications
These similarly named concepts have different purposes.
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Concept |
Meaning in FSM |
|---|---|
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Field Service Activity Type ( |
Classifies a recorded service-time event as Start Task or Complete Task. |
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Field Service Activity ( |
Stores an individual event and references its activity type. |
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Field Service Task Type ( |
Classifies the work on a task through Field Service Task Type ( |
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Native NetSuite activities |
Calendar and CRM activities, including events, tasks, and phone calls. These are separate from the FSM activity type reference record. For more information, see Working with Your Calendar and Activities. |
Record Relationships
The field service activity stores both the activity type reference and the CRM task reference.
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Related Record |
Relationship and Field ID |
Purpose |
|---|---|---|
|
Field Service Activity |
Activity Type ( |
Classifies the event held by that activity. |
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CRM Task |
Activity Task ( |
Connects the classified events to the visit whose time is being tracked. This is an indirect relationship from activity type through activity. |
A task type's Service Time Item (custrecord_nx_task_type_time_service) references an item. It is not a link to an activity type. For setup, see Configuring FSM Service Time Tracking.
The task's Field Service Activity subtab shows its related activity entries, including their Type. See Viewing Time Activities on Field Service Tasks.
FSM Fields
The activity type has no FSM custom fields. The following standard identifiers and translation entries are useful for interpreting its reference data.
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Field |
Field ID or Sublist Path |
Purpose and Important Values |
|---|---|---|
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Name |
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Display name of the activity classification. Supplied English names are Start Task and Complete Task. |
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Script ID |
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Identifies the supplied instance: |
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Inactive |
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Indicates whether the activity type is inactive, rather than whether an event or script has completed. Both supplied instances are defined as active. |
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Translation locale |
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Locale entry on the record's Translations sublist. |
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Translated name |
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Display name for that locale. FSM language maintenance can populate names for existing locale entries on the selected supplied types. |
Supplied Classification Values
The two supplied values identify the event represented by the related activity's service-time data.
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Name |
Supplied Instance Script ID |
Meaning |
|---|---|---|
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Start Task |
|
Start activity containing the user-confirmed service start date and time. |
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Complete Task |
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Completion activity containing the user-confirmed service completion date and time. |
The activity's service times can differ from the CRM task's Field Service Start and Field Service End action timestamps. Complete Task classifies an activity; it doesn't establish that the task's NetSuite Status is Completed or that automatic time processing succeeded. See FSM Service Time Tracking.
Creation and Update Sources
FSM supplies the two classification records separately from the activity entries created during service work.
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Source |
Effect on the Activity Type |
|---|---|
|
Supplied FSM reference data |
Defines the Start Task and Complete Task instances. The Start and Complete actions in FSM Mobile create or update activity entries that use these types. |
|
FSM language maintenance |
When Multi-Language is enabled, FSM language maintenance can populate missing translated names for the selected supplied types using each record's existing locale entries. It doesn't add every possible locale or translate every account-created type. |
For language setup, see Configuring FSM Localization and Translation.
Used by FSM Features
These capabilities interpret or maintain the supplied classification data.
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Feature |
Record Use |
|---|---|
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Distinguishes Start and Complete activities when calculating eligible automatic service-time entries. |
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Maintains translated names for the two supplied activity types. |
Record Constraints and Data Requirements
Adding an activity type with another name doesn't define an additional supported action in FSM Mobile or an additional automatic time-tracking event. The supplied tracking behavior uses the Start Task and Complete Task classifications and doesn't derive behavior from an arbitrary type's name.
The supplied activity Type field is not required in its record definition and has no default selection. The supported Start and Complete capture paths in FSM Mobile supply the corresponding activity type. A blank or different type doesn't substitute for either classification in automatic service-time calculation. This field belongs to the activity, not the activity type record.
An activity type doesn't hold an event timestamp, employee, task, time-processing request or processing-completion flag. Those values belong to the activity, task, or resulting time entries.