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.

Property

Value

Record type

FSM custom record

Record name

Field Service Activity Type

Record ID

customrecord_nx_activity_type

Record identity

NetSuite internal ID; internalid in searches and id in the loaded-record mapping

Display name

Name (name)

Supplied instance identifiers

starttask and completetask, identified through scriptid

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.

Concept

Meaning in FSM

Field Service Activity Type (customrecord_nx_activity_type)

Classifies a recorded service-time event as Start Task or Complete Task.

Field Service Activity (customrecord_nx_activity)

Stores an individual event and references its activity type.

Field Service Task Type (customrecord_nx_task_type)

Classifies the work on a task through Field Service Task Type (custevent_nx_task_type). Its Service Time Item is used for automatic time entries.

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.

Related Record

Relationship and Field ID

Purpose

Field Service Activity

Activity Type (custrecord_nx_activity_type) references customrecord_nx_activity_type. Each activity can reference one type, and several activities can reference the same type.

Classifies the event held by that activity.

CRM Task

Activity Task (custrecord_nx_activity_task) references the CRM task (task). Several activities can reference one 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.

Field

Field ID or Sublist Path

Purpose and Important Values

Name

name

Display name of the activity classification. Supplied English names are Start Task and Complete Task.

Script ID

scriptid

Identifies the supplied instance: starttask or completetask. FSM translation maintenance uses these identifiers to select the supplied types.

Inactive

isinactive

Indicates whether the activity type is inactive, rather than whether an event or script has completed. Both supplied instances are defined as active.

Translation locale

translations.locale

Locale entry on the record's Translations sublist.

Translated name

translations.label

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.

Name

Supplied Instance Script ID

Meaning

Start Task

starttask

Start activity containing the user-confirmed service start date and time.

Complete Task

completetask

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.

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.

Feature

Record Use

FSM Service Time Tracking

Distinguishes Start and Complete activities when calculating eligible automatic service-time entries.

FSM Localization and Translation

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.

Additional Information

Related Topics

General Notices