Can Schedule Task Templates Use CI-Based Filtering in FSM?

[TrudyC]

I’m working in FSM (Field Service Management), currently on the Xanadu release, and setting up Maintenance Plans. I understand I can apply filters on the Maintenance Plan itself to control which CIs it applies to.

However, I’m trying to determine if Schedule Task Templates (created under the Maintenance Schedule) also support filtering by CI — for example, creating one schedule with multiple task templates, each tied to a zone.

I’ve read that the sm_schedule_task_template table may include a condition field, but I don’t see this exposed in the UI, and I can’t find official documentation.

Can anyone confirm:

• Whether this condition field is native or custom?

• If it supports dot-walking to CI or Location fields?

• Whether the field becomes available in newer versions like Yokohama?

Thanks in advance for your help!

[Joshua Chen FX]

are you using planned work management? Configuring Planned Work Management
can you screenshot sm_schedule_task_template or where did you read about that? i

once you install the plugin above you should have 

[TrudyC]

Hi Joshua, thanks again for your help!

Yes, we are using Field Service Management with the Planned Work Management plugin installed.

I've been trying to dig into how Schedule Task Templates work, specifically to see if they support CI-based filtering (e.g., so tasks are only generated for CIs with certain classes, locations, etc.).

Here's what's confusing me:

When I navigate to the templates via Field Service>Parts Requirement>Work Order Templates, the list view URL shows the table as **cmdb_workorder_product_model_list.do**, but when I open an individual record, the URL changes to **sm_template.do**.

So I just want to confirm - are Schedule Task Templates driven by sm_template, and is there any way to configure CI-based filtering in that context? Or is this only possible through some other part of Planned Work Management?

Thanks - Trudy

[Joshua Chen FX]

I am not sure I understand the ask 😞

• The planned work management (PWM) config is where you define the CI it applies to
• The work order template is used by PWM to generate tasks for these CIs

[TrudyC]

Here's the situation:

I have my Maintenance Plan filtered to include the CIs I want (each CI represents a zone), and the schedule runs weekly.

The Work Order Template has multiple tasks listed, and each task is meant for a specific zone because even though the task is the same for each zone, each zone contains different buildings and needs a different checklist.

What I'm trying to figure out is:

How do I tell the system which CI (zone) goes with which task in the Work Order Template?

For example:

• Zone A should get Task A with Checklist A.
• Zone B should get Task B with Checklist B.
• And so on...

Right now, all tasks generate for all CIs. Is there a way to link or filter specific tasks to specific CIs within a single Work Order Template?

Thanks in advance - just trying to make sure the right checklist shows up for the right zone without needing a separate Maintenance Plan for each one.