OOTB Notifications in FSM

sk4408bc
Tera Contributor

Are there any OOTB Notifications for FSM that work. For some reason, in my instance it does not.
I can see there are 3 OOTB Notifications, an dI am interested in the First and the third.
Both of them are configured to send when: Event is fired.
But I do not see any entries for these events in my event log, although I have tried making changes to the WOTask and WO itself, like state changes, Work Notes changes etc.
I need to know what are the OOTB notifications that work for FSM.

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6 REPLIES 6

Joshua Chen FX
Mega Sage

did you install customer experience plugin?
do you have a caller field populated on WO (there are 2, check the script which one it uses), and that caller.sys_user needs to have email.
have you set up contact preferences for notification 
- go to contact table customer_contact â†’ your contact→, related list (1) notification devices and (2) notification messags) and (3) notification subscriptions
are you using csm plugin? then it works with consumer too

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sysevent_email_action.list

filter by category = field

 

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Field Service Management - Customer Experience.
I have installed this plugin. We have only internal employees so no customer_contact just sys_user.
Opened for and Assigned to users have their email details. 
In the sys_user record, Notification Devices is set to primary email
Yet there are no emails generated. 

sk4408bc
Tera Contributor

Field Service Management - Customer Experience(com.snc.fsm_customer_experience) plugin - 
Enables customers to receive SMS notification to know the status of their work order tasks and also track the location of agents when they start to travel to the customer location.

But I am looking for the email Notifications that come OOTB. Not of SMS type.. 

 FSM documentation has many inconsistencies or wrong infos.  

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see this link Configuring Field Service Management Customer Experience
ctrl + f EMAIL 
once you're convinced  follow my instructions  - give it a try 😉