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Want to apply filter condition on filter layout of schedule board.
Ex. showing in screenshot, want to show only selected territory for specified logged-in user. when user A is logged-in then show only "Africa" and "Canada" territories, while user B is logged-in then show only "CA" and "CO" territories, please suggest how this achievable.
Thanks in advance.
Do you want this to happen when running Schedule Assistant or when manually applying filters?
want to apply manually filters means when schedule board is load at that time show only selected territories.
we are using schedule board not use schedule assistant.
I'm not aware of a way to dynamically constrain the values in the option sets. What you can do however is hide the territory field in the panel modify the Retrieve Resources query to only include a specific territory for the logged-in user. Have a look at the extensibility documentation: cloudblogs.microsoft.com/.../
thanks Alexander for your quick reply but I have already go through with that blog suggested by you but it's not help me…..
You will need to edit the Filter Layout Query - https://docs.microsoft.com/en-us/dynamics365/customer-engagement/common-scheduler/developer/extending-urs-step-by-step
But you will need to create 2 different schedule boards for each of the users to show the different filters.
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