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About FMS:Workplace

FMS:Workplace (FM Systems) is a facilities and workplace management platform. The Serval integration connects to your tenant’s FMInteract Web Service — a SOAP endpoint that exposes permissioned views and stored procedures as data objects. Workflows call a single getData action with an object name and type; Serval injects the Web Service username and password into the SOAP body server-side on every request, so workflow code never handles those credentials. Authentication: Web Service username and password embedded in the SOAP request body (not an HTTP header). Serval stores them encrypted and splices them into each GetData call automatically. Data sync: On demand only. There is no background sync — workflows fetch facility data live when they run.

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What the FMS:Workplace integration enables

The objects available to your workflows depend entirely on what your FMS administrator permissioned to the Web Service user — Serval does not ship a fixed catalog of facility views.

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Get your credentials

You need three values from your FMS:Workplace administrator: the full Web Service URL, a Web Service username, and its password.
1

Locate the Web Service URL

Hosted FMS:Workplace instances typically use a path like yourcompany.fmshosted.com/FMIWebService/FMInteractWebService.svc. Test and production environments may use different path segments (for example a TST_FMIWebservices prefix). Copy the host and path without https://.
2

Confirm the Web Service user

In FMS:Workplace, open System Administration → Modify System Settings → Web Services → Web Services User Setting. Note the dedicated Web Service user — this is not necessarily the same as an interactive FMS application login.
3

Collect the Web Service password

Use the password configured for that Web Service user. Serval stores it encrypted and injects it into the SOAP envelope on every call.
4

Verify L0 (floors) access for the health check

Serval’s connection test reads the L0 text view. Ensure the Web Service user is permissioned to that object, or expect the health check to fail even when other views work.
Serval’s outbound allowlist currently covers *.fmshosted.com hosted instances. Self-hosted FMS:Workplace deployments on other domains require an allowlist extension — contact Serval support if your service URL is not on fmshosted.com.

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Connect in Serval

1

Open the FMS:Workplace connect form

In Serval, add the FMS:Workplace integration.
2

Service URL (required)

Enter the full Web Service endpoint host and path, without https://. Example: yourcompany.fmshosted.com/FMIWebService/FMInteractWebService.svc.
3

Web Service Username (required)

Enter the Web Service user from FMS system settings.
4

Web Service Password (required)

Enter the Web Service user’s password in the password field.
5

Save and run the health check

Submit the form. Serval runs Test FMS:Workplace Connection, which calls GetData for the L0 view.

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Verifying the connection

Test FMS:Workplace Connection — reads the L0 (floors) text view through the full SOAP path, including server-side credential injection.
  • Success: Successfully connected to FMS:Workplace (L0 returned N row(s)).
  • Failure (auth or URL): Unable to connect to FMS:Workplace. Verify the Service URL, username, and password, and that the user is permissioned to the L0 view in Web Services settings.
  • Failure (reachable but denied): FMS:Workplace reachable but returned a non-success status… Confirm the Web Service user is permissioned to the L0 view.
If the connection test fails but you know the credentials are correct, ask your FMS admin to grant the Web Service user access to the L0 view — that is the object Serval uses to prove connectivity.

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Gotchas and troubleshooting

Paste only the hostname and path. Serval adds TLS when calling the service.
The username in FMS interactive login screens may differ from the Web Service user configured under System Administration. Use the value from Web Services User Setting.
getData succeeds only for object names and types your Web Service user can read. Build workflows against views your administrator documents for the integration account.
UserName and Password elements are injected by the Serval proxy after the workflow submits the SOAP template. Workflow code only contains placeholders.
Need help? Contact support@serval.com for assistance with your FMS:Workplace integration.