Configuring FSM Related Service Work

Configure the NetSuite controls that add related work and the FSM Mobile actions that create follow-up or new service work. The controls are independent. Enabling one does not enable the others. For the capability and processing behavior, see FSM Related Service Work.

Properties and Defaults

The following table lists configuration properties, accepted values, defaults, and effects.

Property or Setting	Location	Accepted Value	Default	Effect
hidden	views/asset/project, views/asset/task	Boolean	false	Hides the corresponding New Project or New Task button when set to true.
hidden	views/case/projects	Boolean	false	Disables the project selector and the handling of requests to create a project when set to true.
showFields	views/case/projects	Array of field IDs	["custevent_nx_case_asset"]	The listed fields must be visible before the project selector is added.
refreshFields	views/case/projects	Array of field IDs	["custevent_nx_case_asset", "startdate", "starttime"]	Controls which field changes refresh the project choices. Values are required for every listed field before the choices can load.
options	views/case/projects	Resolvable options	Active projects linked to the asset and eligible project types for project creation. For selection criteria, see views/case/projects.	Controls the projects and creation choices offered.
hidden	views/case/tasks, views/project/subprojects	Boolean	false	Disables the corresponding staging list and its submitted creation request when set to true.
el, option definitions	views/case/tasks, views/project/subprojects	Definitions described in the View reference	Standard staging fields, types, assets, and assignees.	Changes the controls and choices used to prepare new rows.
addable	routes/mobile	Boolean	false	Enables the FSM Mobile menu Add New Task action when set to true.
Follow-up task resource	routes/mobile.newtask	Existing resource override	Built-in Task tab definition.	Controls the follow-up task form and its record selection.
asset	warranty	Object that supplies project values, or [] for an empty collection.	Item-based collection. See Configuring FSM Automatic Project Creation for New Assets.	Supplies project values for a newly created asset.

Default JSON

The following JSON fragment shows the standard defaults for the included properties. Other properties remain inherited.

            {
  "views/asset/project": {
    "hidden": false
  },
  "views/asset/task": {
    "hidden": false
  },
  "views/case/projects": {
    "hidden": false,
    "showFields": [
      "custevent_nx_case_asset"
    ],
    "refreshFields": [
      "custevent_nx_case_asset",
      "startdate",
      "starttime"
    ]
  },
  "views/case/tasks": {
    "hidden": false
  },
  "views/project/subprojects": {
    "hidden": false
  },
  "routes/mobile": {
    "addable": false
  }
} 

          

Changing Available Creation Actions

Prepare an inactive copy of the current field service configuration record before applying an override. For preparation and validation, see Updating and Validating FSM Configuration.

To enable Add New Task on the FSM Mobile menu, set addable to true under routes/mobile:

            {
  "routes/mobile": {
    "addable": true
  }
} 

          

To turn off Add Tasks on a case, set hidden to true under views/case/tasks. Other creation actions remain available.

            {
  "views/case/tasks": {
    "hidden": true
  }
} 

          

For the full staging-field and option definitions, use FSM NetSuite View Configuration, particularly views/case/tasks, views/case/projects, and views/project/subprojects. For the collection that supplies project values during asset creation, see Configuring FSM Automatic Project Creation for New Assets. For FSM Mobile tab selection, see FSM Configuration. For resource and input properties, see FSM Mobile Resource Properties Reference and FSM Mobile Element (Block) Reference.

Dependencies and Customization Limits

The Project selector on a case distinguishes an existing project ID from a new type-... choice. Retain that distinction when changing option mappings. Removing required asset or date dependencies can prevent correct choices or creation.

The FSM Mobile menu action creates several related records through its built-in processing. Copying its visible form to another resource does not establish an equivalent sequence for creating a project, case, and task.

Changing a staging list affects the rows submitted through that list. It does not update or delete records already created.

When Changes Apply

View changes apply when a form is loaded. Changes to FSM Mobile configuration apply when the updated configuration is loaded. Previously submitted background creation requests are separate from these display controls.

Related Topics

• FSM Configuration

• Configuring FSM Automatic Project Creation for New Assets

• FSM NetSuite View Configuration

• FSM Record Model Configuration

General Notices