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

TrudyC
Tera Contributor

‎06-12-2025 01:54 PM

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!

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Joshua Chen FX
Mega Sage
In response to TrudyC

‎06-13-2025 11:52 AM

I haven,t tried, but maybe here:

  • in the related list, you can add more than 1 work template (template A for zone A, template B for zone B)
  • for each row, you can define the conditions to determine the work order template to be used to create work orders based on the planned schedule
    • template A, condition = CI 123
    • template b, condition = CI 789

JoshuaChenFX_1-1749840633149.png

 

 

TrudyC
Tera Contributor

‎06-13-2025 01:59 PM

I'll try that. Thank you.

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