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Anyone have an idea how to create a rule that prevents users from scheduling a work order twice if it already has a schedule?
The work order's resource requirement has a field "remaining duration", it will show 0 if the work order has been fully scheduled. If you utilize manual scheduling or schedule assistant, just use a booking rule that returns an error if remaining duration=0. RSO would by nature not double-book a requirement.
Booking rules: docs.microsoft.com/.../set-up-booking-rules
Thanks so much for the reply
Two short follow-up questions:
1. Do you believe that through booking rule I can also check if there has been an scheduled in the last 24 hours and prevent further scheduling for the next 24 hours?
2. I know there is not much information about it, but do booking rule will aply on the Self-service scheduling for your customers ?
Yes, you could do that through a booking rule. I am not sure if it would apply to Self-Service Scheduling, but I can check for you.
#1 definitely yes.
#2 I'm pretty sure the rule will not fire as it is only triggered when the actual booking is generated (not when retrieving slots). Then the C2 portal would need to give you an error afterwards.
However I don't think this is relevant, as you could check for existing bookings upfront and only offer rescheduling the existing booking. Or would you actually allow the customer to book another slot after 24+ hours?
once again thank you very much for your reply.
Regarding the self-service option I'm not sure how exactly limitation for booking are working there - The best option for me is to create the work order and send a link for a customer to schedule a specific work order which is seems to me at the moment impossible. So I'm looking other ways to prevent my customer to double booking the same service and/or work order
Correct, the current version of the FS Portal combines creation of work order and booking, but that might change. What you can do however is call the scheduling API yourself. That would give you a chance to check the work order upfront and then decide whether you only allow rebooking or new bookings.
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