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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Filter option is missing for related entities columns on requirement panel on schedule board

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Why is the filter option missing for columns from related entities in the Requirements panel on the Schedule Board?

We’ve added several columns from both the Resource Requirement and Work Order entities to the Schedule Board. While the filter option is available and works as expected for Resource Requirement columns, it is not available for any of the Work Order columns.

Previously, we were able to apply filters to all these columns. Has there been any change or limitation introduced that would explain why filtering is no longer available for Work Order fields?

 

Filter Available_Schedule Board.png
Filter Not Available_Schedule Board.png
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  • Suggested answer
    11manish Profile Picture
    481 on at
    Filtering works only on Resource Requirement fields, not on related Work Order fields anymore.
    • The Schedule Board Requirements panel is based on Resource Requirement.
    • Filtering is only supported for fields on this primary entity.
    • Fields from related entities like Work Order may appear, but filtering on them is no longer supported.
    • This change is due to performance and scalability improvements in Dynamics 365 Field Service.
    Recommended workaround
    • Copy required Work Order fields into Resource Requirement and filter on those.
     

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