FSM Roles and Field Service SM Config not existing

ItayB
Tera Expert

Hello Community,

I’m working on a Field Service Management (FSM) implementation and ran into an issue in a customer development instance.

 

FSM works correctly in my work instance, but in the customer instance I’m seeing the following problems:

 

  • All FSM plugins are installed, and I ran Repair on all of them.

  • Standard FSM roles such as wm_agent, wm_admin, wm_dispatcher, etc. do not exist.

  • I cannot create these roles manually – I get an “invalid update” error.

  • The Field Service record is missing from the sm_config table (it exists in my work instance).

Because of this, FSM does not seem to be fully initialized in the customer instance.

Has anyone encountered this before?

  • What could prevent FSM roles from being created after plugin installation?

  • What could cause the Field Service entry to be missing from sm_config?

  • Is there a recommended way to properly initialize FSM in a new instance (roles, config records, dependencies)?

  • How can i add the roles of the FSM to my customer instance ?

 

Additionally, when I search in the sys_user_role table for roles starting with wm*, the system indicates that 13 records are found, but the list view remains empty and no records are displayed. I’ve already checked for Business Rules that modify the query and reviewed ACLs on sys_user_role, but none of them seem to be the cause.

 

 

Any insights or troubleshooting steps would be greatly appreciated.

Thanks!

0 REPLIES 0