Field Service Management Configuration Architecture

Field Service Management (FSM) configuration has two layers:

The following sections explain the two configuration layers and the fundamentals of custom configuration:

Core Product Configuration

Core product code controls the fundamental behavior of FSM. NetSuite installs the core product as a SuiteApp. SuiteApp object IDs include nx or fsm, and object names begin with Field Service.

The core product configuration is built into the SuiteApp's core product code. Only the FSM product team can change it. Core code changes apply to all accounts after an upgrade to the latest SuiteApp version.

The core product configuration runs independently in each account and adapts to the account's NetSuite features, preferences, and settings, making it unique to that account.

Custom Configuration

To review or modify the custom configuration, go to Field Service > Administration > Configuration. FSM stores custom configuration as JavaScript Object Notation (JSON) in the Field Service Configuration record.

When FSM is deployed in an account, it creates and activates an initial custom configuration. The default configuration supports common use cases and makes tasks and content available in FSM Mobile after deployment.

Modify the default configuration to meet account-specific business requirements.

Related Topics

General Notices