FSM Skill Record
A Field Service Management (FSM) skill is a named classification that describes a technician's capabilities and the skills required for a service visit. It is stored as a Field Service Skill custom record in NetSuite.
Employee and customer relationship management (CRM) task records reference the same skill records. Dispatchers can use these shared values to compare employee capabilities with task requirements. Recording a skill doesn't verify a qualification, grant FSM access, or guarantee a suitable assignment.
Record Information
Use these identifiers when working with skill searches, field mappings, and related records. Labels can vary by account and language.
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Property |
Value |
|---|---|
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Record type |
FSM custom record |
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Record name |
Field Service Skill |
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Record ID |
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Search record type |
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Record identity |
NetSuite Internal ID ( |
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Display name |
Name ( |
The skill's internal ID identifies the selected classification, and its name provides the display text. The Employee and CRM Task models represent selected skill IDs in the skill array. This mapped property is not another record type or NetSuite field ID. For mapping syntax, see Mapping Flags.
Forms
Skill entries use NetSuite custom-record entry forms. For standard entry behavior, see Creating a Custom Record Entry.
The Field Service Skill entity field (custentity_nx_skill) is on the Field Service subtab. The supplied FSM Task form (custform_nx_task) displays the task's Field Service Skill field as Skill. Selection is optional on this form. Account-created forms can use different labels or requirements, but the underlying skill fields still reference the same skill records. For information about task form selection and storage, see FSM CRM Task Record.
Record Relationships
The referencing record stores the selected skills. The skill record doesn't store an employee list or a task list.
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Related Record |
Relationship and Field ID |
Purpose |
|---|---|---|
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Employee |
Employee Field Service Skill ( |
Records the employee's capabilities for FSM resource information and filtering. An employee can have several skills, and a skill can be selected by several employees. |
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Vendor or Generic Resource |
The same supplied entity field, |
Stores skill classifications on those entities. Field availability doesn't automatically include them as Schedule Board resources or make them eligible for assignment. |
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CRM Task |
Task Field Service Skill ( |
Records the visit's skill requirements. A task can require several skills, and the same skill can be selected on several tasks. |
The supplied Task Skill field applies to CRM tasks, not project tasks or cases. On a case's Add Tasks tab, the Skills control holds skill values for CRM tasks staged for creation. The case doesn't store these values in a skill field. See Adding Tasks to a Case.
The supplied skill record has no parent skill hierarchy. Account-added relationships or qualification records remain separate customizations. A custom link alone doesn't add skill matching, inheritance, FSM Mobile resources, history, reporting, or synchronization.
FSM Fields
The supplied skill record uses native identity and inactive fields. Skill selections are stored in FSM custom fields on the related records.
Skill Identity and Availability
These fields identify a skill entry and control its availability for new selections.
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Field |
Field ID |
Purpose |
Important Values or Behavior |
|---|---|---|---|
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Internal ID (standard) |
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Identifies the saved skill entry in searches and option lists. |
Selected references use this ID, rather than the skill name. |
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Name (standard) |
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Describes the capability or requirement represented by the skill. |
Used as the display label in the standard skill option searches. Skill names are account data, not a fixed FSM enumeration. |
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Inactive (standard) |
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Indicates that the skill entry is inactive. |
Standard FSM skill option searches exclude inactive entries. Inactivating an entry doesn't delete it. NetSuite can retain a previously selected inactive entry on an existing form and return it in searches. |
For the native selection behavior, see Making Entries of a Custom Record Inactive. Inactive is not a qualification-validity or script-execution status.
Skill Selections on Related Records
Both fields store multiple selected skill references. The supplied field definitions don't require a selection or specify a default skill.
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Field |
Field ID |
Stored On |
Meaning and Important Values |
|---|---|---|---|
|
Field Service Skill |
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Employee, Vendor, or Generic Resource |
Selected capabilities or classifications. The standard Employee model and Schedule Board Employee map read the selected IDs as the |
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Field Service Skill |
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CRM Task |
Selected skill requirements for the visit. The standard Task model and Schedule Board CRM Task map read the selected IDs as the |
An empty selection means no skills have been recorded in that field. It doesn't establish that an employee has no capabilities or that a task has no business qualification requirements.
The supplied skill record has no proficiency level, certificate, assessment result, issue date, or expiry date fields. Selecting a skill therefore records a classification, rather than evidence that a qualification is current. There are also no supplied skill processing flags or completion indicators.
Creation and Update Sources
Maintaining the classification and assigning it to another record are separate operations.
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Source |
Effect on Skill Data |
|---|---|
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NetSuite custom-record entry |
Creates or updates the skill classification, including its Name and Inactive state, subject to record permissions. |
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Employee, Vendor, or Generic Resource entry |
Updates the skill references stored on that entity. It doesn't add an employee relationship field to the skill record. |
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CRM Task entry |
Updates the skill requirements stored on the task. |
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Case Add Tasks |
Supplies selected skill IDs to newly created CRM tasks after the staged rows are submitted and successfully processed. It doesn't create new skill classifications. |
For the task-creation flow and its processing limits, see Adding Tasks to a Case. The field mappings are documented in the Employee model and CRM Task model references.
Used by FSM Features
Skills provide reference data for the following features. Each feature defines its skill selection behavior and limits.
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Feature |
How the Record Is Used |
|---|---|
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Supplies employee capability and CRM task requirement values for comparison and skill filtering on the Schedule Board. |
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Supplies the skills offered in Case Add Tasks and the requirements saved on the resulting CRM tasks. The standard assignee choices are filtered to employees with every selected skill. |
The standard Schedule Board loads employees as resource rows. Its skill filters apply independently to resources, assigned tasks, and unassigned tasks. The filters don't automatically select a technician or enforce a skill match when you drag work onto a resource. A skill match doesn't establish that an employee is available at the planned time.
For All/Any matching and supported panel configuration, see Panel Filter Options. For Case Add Tasks controls and option definitions, see Add Tasks Tab and Staging List.
Record Constraints and Data Requirements
Use references to the same skill entries when comparing capabilities and requirements. A display label is not a substitute for the saved record ID.
The supplied entity and CRM Task Skill fields are optional stored multiselects. A form or account customization can impose additional requirements. Recording a skill doesn't enable an employee for FSM Mobile or grant record permissions. The classification also doesn't satisfy every requirement for Schedule Board visibility and assignment. Account-specific searches and rules must be considered separately from the stored classification.