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This blog explains how to enable custom field in Filter section of Schedule Board in D365 Field Service & PSA.
Need to filter resources on Schedule Board by custom fields other than standard fields like characteristics, roles, business units, terriotries etc.
Configure 2 Custom Entities with below Details
1. Crew Entity with Name as text field.
2. Crew Member Entity with Crew and Bookable Resource as lookup field.
Below are steps to configure custom field “Crew” of type lookup in filter section of Schedule Board.
1. Open Schedule Board to Customize
2. Customize the Filter Layout Template
<control type=”combo” source=”entity” key=”ResourceCrew” label-id=”Crew” entity=”cf_crew” multi=”true” />
3. Customize the Retrieve Resources Query.
4. Click “Apply” button to save the changes to Schedule Board.
5. Select Crew and click Search button in Filter Section and Resources are filtered as below
Refer this link for more information.
This blog explains steps to filter resources based on custom entities in Filter section of Schedule Board in D365 Field Service and PSA.
The post Extend Schedule Board Filter Section in D365 Field Service/PSA appeared first on CloudFronts - Microsoft Dynamics 365 | Power BI | Azure.
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