FSM Mobile Asset History Sources and Eligibility
Field Service Management (FSM) provides read-only Asset history through the History tab in FSM Mobile. This topic describes the supplied sources, task eligibility, date behavior, and search limits. For the feature overview and prerequisites, see FSM Mobile Asset History.
Asset scope and task eligibility
The standard task searches match Field Service Asset (custevent_nx_task_asset) to the selected Asset and require Status Completed. The searches do not restrict history to tasks assigned to the current employee or associated with the current Case.
Selecting a child Asset requests that child's history. It does not automatically include the parent's history or history for sibling Assets.
After combining the sources, History retains entries that have a task number. Related item or file rows do not create a standalone History entry when no qualifying numbered task entry is present.
Information supplied
The following table summarizes the information supplied by each source and its limits.
|
Source |
Information shown by the supplied definition |
Important boundary |
|---|---|---|
|
CRM Task |
Task number, service date, details, actions taken, assigned technician, and phone. |
Details summarize selected fields. Case details and Task messages can be shortened. |
|
Project Task |
Task number, start date, details, and actions taken. |
The standard Project Task map does not supply the assigned-technician or phone properties used by the CRM Task map. |
|
Sales Order lines |
Item names and quantities linked to the Asset and historical task. |
These are order-line values, not Item Fulfillment results or a complete inventory-movement history. |
|
Native files in matching upload folders |
File name, file link, description, and size. |
A native attachment or Field Service File association alone does not establish eligibility for this folder-based search. |
The CRM Task date uses Field Service Start Date (custevent_nx_start_date) when available, otherwise Start Date (startdate). Project Task history uses Start Date (startdate). The server sorts combined History entries by the mapped date property in ascending text order. Sorting in the FSM Mobile interface is separate.
Search and retrieval
History compares the search text with mapped data after retrieving and combining the named search results. Enabling search does not change the Asset or Completed-status conditions. Search does not guarantee that NetSuite retrieves fewer rows.
The individual standard sources request all available search batches, subject to NetSuite execution limits. These searches do not necessarily include every file, item, or service record related to an Asset.