FSM Task Outcome Record
A task outcome describes the result of service work recorded on a customer relationship management (CRM) task. Field Service Management (FSM) supplies named choices such as Job complete, Additional parts or labour required, and Could not get access.
The task outcome is an FSM custom record, and the CRM task stores a reference to the selected outcome. This selection is separate from the task's native Status. Selecting Job complete doesn't by itself set the task to Completed or close its case.
Record Information
Use the record and field IDs to distinguish the stored data from labels that can vary by account or language.
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Property |
Value |
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Record type |
FSM custom record |
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Record name |
Field Service Task Outcome |
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Record ID used for record operations and searches |
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Display name |
Name ( |
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CRM task reference field |
Field Service Task Outcome ( |
Supplied Outcomes
The following entries are supplied as active records. Their script IDs identify the supplied entries; they are not the numeric internal IDs used to select an outcome in an account.
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Supplied English Name |
Entry Script ID |
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Job complete |
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Additional parts or labour required |
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Could not get access |
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Forms
The supplied FSM Task form (custform_nx_task) shows the CRM task's outcome field as Task Outcome, in its Service Details field group. The field is visible and optional on that form. Its field definition specifies no default selection and doesn't require a value. Account-created task forms can present the same underlying field differently.
The standard Details tab in FSM Mobile doesn't include Task Outcome. Including the field on a NetSuite task form doesn't automatically add it to that tab.
For resources in FSM Mobile that generate fields from NetSuite forms, the selected form and element overrides control how the fields appear. Generating those fields is separate from storing a UI form with the task. For information about form-loading configuration, see Form Properties.
Record Relationships
The CRM task holds the outcome selection; the outcome entry doesn't hold a reference back to each task.
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Related Record |
Relationship and Field ID |
Purpose |
|---|---|---|
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CRM task ( |
Task Field Service Task Outcome ( |
Classifies the result recorded for each visit. |
The supplied reference field applies to CRM tasks. It doesn't apply to native calendar events or project tasks. In FSM Mobile, an event is loaded work data that can represent a task or project task; that term doesn't change the record types to which this field applies. See FSM CRM Task Record for task data and relationships.
Installation, repair, maintenance, and uninstallation records have their own Outcome fields. Those supplied fields use separate custom lists, rather than this task outcome record. A similar field label doesn't establish a shared outcome selection or synchronization between these records.
FSM Fields
The supplied task outcome record uses standard NetSuite data for its identity, name, inactive status, and translations. It doesn't define additional FSM custom body fields.
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Field or Data |
ID |
Purpose and Values |
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Name |
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Names the outcome choice. The name describes a service result; it is not a task status code. |
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Internal ID |
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Identifies the saved outcome entry in the account. The CRM task selection references this entry. |
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Script ID |
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Identifies a supplied entry for FSM translation maintenance. For the supplied script IDs, see Supplied outcomes. |
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Inactive |
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Controls availability as a standard NetSuite record choice. All three supplied entries are initially active. |
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Name translations |
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Holds translated instance names by locale. FSM name maintenance updates these rows for selected supplied outcomes. |
Under standard NetSuite behavior, an inactive entry is unavailable for new selections, but an existing selection can remain displayed and searchable. See Making Entries of a Custom Record Inactive.
Name translation is enabled in the supplied record definition. The translated entry name is distinct from the translated record-type name and field label. See Translating Custom Record Instance Names for the native translation data.
Creation and Update Sources
Creating or editing an outcome entry is separate from changing the outcome selected on a CRM task.
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Source |
Record Effect |
|---|---|
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Supplied FSM record entries |
Provide the three named outcome choices. |
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NetSuite custom-record entry |
Creates or edits outcome entries, subject to account permissions and record requirements. See Creating a Custom Record Entry for native entry behavior. |
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FSM translation maintenance |
Updates translated names on eligible supplied entries. It doesn't change the outcome selected on a CRM task. |
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CRM task entry |
Saves the task's reference to an outcome. This doesn't create a separate outcome entry for each visit. |
Used by FSM Features
The following capability maintains data on this record. Detailed processing conditions belong in the Feature topic.
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Feature |
Record Use |
|---|---|
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Maintains translated names for the three supplied outcome entries when Multi-Language is enabled and the translated display name is empty. |
Task completion and case status changes are explained in FSM Case and CRM Task Status Automation. An outcome selection is not a completion or script-execution indicator.