Im using Field Service and have a requirement where ressources should only be booked on specific days based on a territory. So if a Ressource is added to a Service Territory, then a rule needs to be applied which provides the possibilities for filtering out specific day (fx Monday), which means that the Ressource can only be booked in that Territory on Monday.
Im unable to find any options for this. Anytime have experience within the area?
*This post is locked for comments
Yeah they have no examples to go off.
I might do some more work on booking rules if i get time and maybe write some blog posts so it can help other users in future.
Many thanks for the useful response Thomas, much appreciated. I will definitely check it out. Only thing I am wondering about here, is that there is only a little bit of documentation available for the use of Booking Rules.. Microsoft should really provide more documentation and samples here. Thanks again.
Hi Hus,
I tried creating the booking rule I described above as I haven't really used them before and it would be good practice for me.
Share
Report
All responses (
Answers (
var getResult;
var getValue;
function newBookingRule(sbContext)
{
debugger;
var clientUrl = Xrm.Page.context.getClientUrl();
var ruleResult = {
IsValid: false,
Message: '',
Type: 'error'
};
var resourceReqId = sbContext.newValues.ResourceRequirementId;
var bookingDate = sbContext.newValues.EndTime.getDay().toString();
getRecord(resourceReqId, "_msdyn_workorder_value", "msdyn_resourcerequirements");
getRecord(window.getValue, "_msdyn_serviceterritory_value", "msdyn_workorders");
getRecord(window.getValue, "new_day", "territories");
if (window.getValue === bookingDate)
{
ruleResult.IsValid = true;
ruleResult.Message = 'Success';
ruleResult.Type = 'success';
}
else
{
ruleResult.IsValid = false;
ruleResult.Message = 'Work Order cannot be scheduled for this day';
ruleResult.Type = 'error'; //also you can use 'warning' - gives you a choice to proceed or not and 'success'
}
return ruleResult;
}
function getRecord(RecordId, Value, Entity)
{
var req = new XMLHttpRequest();
req.open("GET", encodeURI(Xrm.Page.context.getClientUrl() + "/api/data/v8.2/" + Entity + "(" + RecordId + ")?$select=" + Value), false);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json;charset=utf-8");
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Prefer", "odata.include-annotations=OData.Community.Display.V1.FormattedValue");
req.send();
if (req.readyState === 4)
{
req.onreadystatechange = null;
if (req.status === 200)
{
window.getResult = JSON.parse(req.response);
window.getValue = getResult[Value];
}
else
{
Xrm.Utility.alertDialog(req.statusText);
}
}
}
Above is the code I created which kind of does what you specified.
I added a text field called 'new_day' in the Territory entity. Here you can put the day of the week e.g. the number '2' for Tuesday. This means that when the user moves a job to a slot on Tuesday then it will compare the territory's 'new_day' field on the Work Order to the schedule boards slot day and determine if the Work Order can be allowed to be booked or not.
This code is not the best and has some bad practices and you may need to expand on but it works.
I think the best way might be to write a Booking Rule or plugin to check if a booking is placed in a certain territory and that the day is Monday then the booking can go through else throw an error and block the user from doing so.
example of a booking rule - community.dynamics.com/.../240808
You might have to add a new field onto the Territory called 'Day' where you can put in the name of the day you allowed to book this territory for.
#1
Mohamed Amine Mahmoudi
83
Super User 2025 Season 1
#2
Community Member
52
#3
Victor Onyebuchi
6
